106574457
liked
On December 19, 2025, AI compute infrastructure stock $CoreWeave (CRWV.US)$ extended the strong momentum from the prior session. As November CPI data continued to show cooling inflation, expectations for future rate cuts strengthened, lifting overall risk appetite and driving a broad rebound across technology and compute-related assets. At the same time, on December 18, the Trump administration announced the “Genesis Plan” aimed at acce...
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$Broadcom (AVGO.US)$
you have a 72year old CEO, Malaysian is always a Malaysian. cant speak proper english to save his own life. no matter how may universities he went to and no matter how many years he lived in the U.S., he can say things that other CEOs will not. he is now infamous for triggering a downturn in the market. he shojld had retired 10 years ago but too power hungry to do so.
you have a 72year old CEO, Malaysian is always a Malaysian. cant speak proper english to save his own life. no matter how may universities he went to and no matter how many years he lived in the U.S., he can say things that other CEOs will not. he is now infamous for triggering a downturn in the market. he shojld had retired 10 years ago but too power hungry to do so.
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106574457
liked
$IREN Ltd (IREN.US)$
IREN plummeted because it’s selling convertible notes as if it’s the end of the business model. Most Mag7 did it before so long term IREN would be fine with it’s MOAT.
1. Tesla: The "Serial User"
Tesla is the most prolific user of convertible notes among the group. For years, Tesla was a "cash-poor, high-growth" company that needed billions to build factories (Gigafactories) but didn't want to sell stock at low prices (dilution).
• When: 2013, 2...
IREN plummeted because it’s selling convertible notes as if it’s the end of the business model. Most Mag7 did it before so long term IREN would be fine with it’s MOAT.
1. Tesla: The "Serial User"
Tesla is the most prolific user of convertible notes among the group. For years, Tesla was a "cash-poor, high-growth" company that needed billions to build factories (Gigafactories) but didn't want to sell stock at low prices (dilution).
• When: 2013, 2...
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$IREN Ltd (IREN.US)$
its a long analysis which will be too long to copy and paste.
its a long analysis which will be too long to copy and paste.
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$IREN Ltd (IREN.US)$
i had chatgpt do a comparison with its competition who also raised funds. the summary is as follows:
Bottom Line
IREN’s dilution impact (~7–10%) is relatively modest for a $2.3B raise.
It compares favorably to:
• Core Scientific (much more dilutive)
• Marathon (higher dilution per dollar)
• Riot (heavy ongoing equity dilution)
And because this deal refinances expensive debt, not just funds new growth, the net balance sheet effect is positive.
i had chatgpt do a comparison with its competition who also raised funds. the summary is as follows:
Bottom Line
IREN’s dilution impact (~7–10%) is relatively modest for a $2.3B raise.
It compares favorably to:
• Core Scientific (much more dilutive)
• Marathon (higher dilution per dollar)
• Riot (heavy ongoing equity dilution)
And because this deal refinances expensive debt, not just funds new growth, the net balance sheet effect is positive.
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$Energy Fuels (UUUU.US)$
cheong ah!!!!!!! 🚀🚀🚀
cheong ah!!!!!!! 🚀🚀🚀
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$MP Materials (MP.US)$
MP will never die. it has the most powerful nation in the world behind it. pricing, funding, provided by the U.S. govt.
MP will never die. it has the most powerful nation in the world behind it. pricing, funding, provided by the U.S. govt.
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$Energy Fuels (UUUU.US)$ may alibaba crash and burn till there is nothing left.
may all you short sellers crack your bank and lose every single dollar
may all you short sellers crack your bank and lose every single dollar
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$Cipher Mining (CIFR.US)$
Cipher just redeemed their warrants, they had cashed up, they have contracts with AWS, Fluid Stack, etc. its future is very bright. will likely to hit $25 in a month. i bought even more.
this chat dont have dictionary checking. bad.
Cipher just redeemed their warrants, they had cashed up, they have contracts with AWS, Fluid Stack, etc. its future is very bright. will likely to hit $25 in a month. i bought even more.
this chat dont have dictionary checking. bad.
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