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We should go for Del Monte (FDP). F the memory shortage. Real problem is honeydew shortage.

BULLISH by u/69peterpumpkineater | Jun 28, 2026 | 1↑ 0 comments | 29 views | VIEW ON REDDIT

$FDP

$FDP DEL MONTE CORPORATION CONSUMER DEFENSIVE EQUITY SIMULATION

$29.22

+0.84 (+2.96%)

LAST PRICE · 15 MIN DELAY

DAY CHG +2.96%

5D CHG +6.49%

30D CHG -21.46%

AI SUMMARY — Post humorously argues that Del Monte (FDP) is undervalued due to a nationwide honeydew supply shortage affecting Panera, positioning it as a contrarian play against memory chip stocks. Key risks include the tongue-in-cheek nature of the thesis and FDP's actual business exposure to commodity produce volatility.

TICKER	FDP	USER	u/69peterpumpkineater
RATING	BULLISH	ENTRY	$29.20
POSITION	342 sh SYN	BOOK VAL	$9986.40
CURRENT	$29.22	P&L %	+0.07%
CURR VAL	$9993.24	P&L $	+6.84

Spotted this at Panera today.

"Due to a temporary, nationwide gap in supply, honeydew may be substituted for cantaloupe."

Nationwide.

MU? SNDK? Nah.

Honeydew supply chain is the black swan nobody priced in.

Full port FDP calls at open. Honeydew is the new memory.

Not financial advice. I'm just a regard who likes melon and losing money 🍈🚀