JJ Capit🅰️l

@EliasNicholas 100%! Watching this dip to increase position.

I’ve been saying the story is bigger than people realize. KOPN now connecting: 🇺🇸 AI Infrastructure 🇪🇺 Defense Expansion via Theon International Plc ⚡ Neural I/O June 29 | 2 PM ET Listen closely. The foundation is forming. $KOPN

@PhilKocher Why? Drury should have told him after seasons end, this is your team now, the expectations are that you lead us back to glory! Instead, he makes the player question his future as a Ranger. Please FIRE Drury NOW!!! @NYR

On Laf: "My understanding is that #NYR gauged the market at the trade deadline and are continuing to listen, but it does not sound like they are actively shopping him. I'm told that he's staying ... I think the odds of him being traded are quite low."

@NYRangers Pray that Drury doesn’t draft you, He’s awful at this GM thing. Bonus advice, Drury is terrible at creating skill development as well.

Some words of advice to the newest draftees 🤝

@NYRLouie He is just painfully & hilariously bad at this GM thing. I was excited when Drury was the choice. Now, it’s clear he shouldn’t be anywhere near a GM role in any hockey club anywhere… well, maybe allow him to steer the Isles and Devils into ruins is fine.

Chris Drury refuses to sell and he is hilariously bad a buying #NYR

@NYRLouie Yes, in a heart beat. He’s getting older, not a great skater which showed in playoffs. He’s currently a top end Dman, and the Rangers are no where near a contender. Send to SJ for #2 plus

Ranger fans, this is a safe space Would you trade Adam Fox to Buffalo picks 4, 20, and Jack Quinn? *I am not saying BUF would do or not do this, I’m just asking Rangers fans #NYR

@JimCerny @4EverBlueshirts Thanks for the article. However, you’re missing the real story. It’s not about the deals Drury should or shouldn’t be in on. The issue is, DRURY! He’s destroyed the prestige, culture, and future of the Rangers. This is a team needing another rebuild, & NEW GM! @NYR

Amid the #NHL trade frenzy, the #NYR remained quiet. Breaking down why that's the case and why that's OK -- for now. More League news, rumors, & story links, too, in the Daily @4EverBlueshirts ⤵️ foreverblueshirts.com/new-york-range…

@adamgoldstein13 Voted Yes, I’m excited about the future in all regards with $ACHR. However, Adam and other executives need to start buying shares!!! So far, this has been a failed aspect of leadership. Align yourself with share holders by using your own cash!!!

🚨 Archer Shareholders…we need your vote by end of day Thursday for our Friday meeting! Archer shareholders are voting on whether to move our legal home to Texas, but it won’t pass unless 50% of our outstanding shares support it. Don't let "corporate terrorists" ISS and Glass Lewis derail this important move. They claim to protect shareholders, but they are hiding a massive conflict of interest: both are actively suing the State of Texas over SB 2337, a law requiring them to be transparent about their biases. This legal bad blood is directly bleeding into their recommendations. @elonmusk and @bgurley have been highlighting these issues for over a year! Texas aligns with our future operational plans and our new Texas charter actually improves shareholder protections.

@vzmercogliano Until Drury is FIRED, nothing will get better.

Teams are wheeling and dealing at a feverish pace, with the #NYR searching for ways to enter the fray. But with a lack of premium assets to trade and top players signaling they prefer to go to a winner, it may be time to recalibrate. With all of that in mind, here's how I think they should attack the next couple weeks 👇 nytimes.com/athletic/73839…

Ok seriously Chris it isn’t funny anymore. Can you do something?

@CorePython Don’t worry, Drury will wait until next off season to deal Trochek.

Drury clearly should’ve waited for the offseason to move Carrick

@bklynjoker90 Correction, It will be a rebuild once Drury is finally fired.

Chris Drury did himself no favors by not accurately describing his plan from the beginning. calling it a re-tool was always a major flaw because that implies you look to get better quickly. this was always a rebuild and will be a 3-5 year project.

@NYRLouie Chris Drury is so good at this GM thing…. 🤷🏼‍♂️😬🫣 How does Dolan allow this shit show to go on…. I can already see Drury with that smug face talking in his generic terms at post draft presser. Until he is gone, @NYRangers have no hope

Can Chris Drury wake up…. #NYR

@FBIDirectorKash @FBI_Response Hmmmm, except DA’s and Politicians… don’t seem to reach them?!?

@FBI_Response The reach of this team is unlimited!

Herbert Leon Kimble was apprehended in the Philippines after defrauding BILLIONS from the American people!! “This is the reach of this team” @FBIDirectorKash

@BasedMikeLee @LeaderJohnThune @TaxCuts How about object to Recess!

@LeaderJohnThune @TaxCuts Cool. Let’s pass the SAVE America Act now. As I’ve been asking you to do for months, please bring it up now and announce that we will debate it until it passes.

For nearly a year now, the American people have been seeing the benefits of the Working Families @TaxCuts. A more secure border, a stronger military, bigger tax refunds, support for farmers and ranchers, and a lifeline for struggling rural health care providers.

@SenRickScott @POTUS And, STOP all the vacations!! Stay in DC and do your job!!

Let’s hit the ground running this week. The Senate needs to come together, have conversations, work with @POTUS, and get the SAVE America Act done.

@PhilKocher Doesn’t hurt that Drury has destroyed the culture, treated players poorly, and has no plan to fix the mess.

Or, read another way, players don't want to come here (anymore). Likely for a myriad of reasons, including the fact #NYR finished last in the East.

@BasedMikeLee @E_Barcohana You mean elected officials caring about WE THE PEOPLE instead of just themselves and donors?!?

We’re not powerless We should act like it

@nyronly Drury is the worst. End of story

Somehow Stan Bowman is leagues worst than Chris Drury and I dont know how thats possible

@litigious_dulce $SLNH, is another! Soluna is about to have a very nice run…. Both of these are strong investments

$NUAI: The Last Asymmetric Bet in the Data Center Trade Look across the small-cap data center cohort right now. NUAI is the only remaining sub-$500M name with a real, exclusive, late-stage hyperscaler negotiation in motion. And after parsing the Q1 2026 call, conviction goes up, not down. The Lease Math Now Works Backwards From 2027 Charlie Nelson laid out the schedule cleanly: "Our schedule is largely driven by power availability. The power that we have available in phases 1 and 2 is in second half of 2027. Everything that we're doing is kind of back-solving from those dates... We still feel good about second half of 2027 in-service date for the first phases of this." Working backwards from ~August 2027 with Stream's compressed 12-14 month build cycle, the lease has to be signed by July or August 2026 to preserve schedule. The construction calendar is a hard forcing function — every party at the table knows it, including the hyperscaler. The Documents Are Closer Than Anyone Realizes When asked about sequencing, Charlie was specific: "The JV docs are well underway, multiple turns already with the lawyers, and the lease as well, as well as the PPA. All of these are progressing concurrently... And this is how it goes with most of these types of industrial developments — concurrent execution, especially when they're all kind of lining up around the same time, just makes sense. And you just kind of have a signing day, if you will. A very fun day, by the way, for any industrial development." "Multiple turns" means the documents are mature. What's left should be legal documentation — a slower, more deterministic process than commercial negotiation. The phrase "signing day" is not casual. It's deal-maker code for a coordinated execution event where multiple interdependent documents close together. The Hyperscaler Engineered This Deal This is the part nobody is talking about enough. The hyperscaler wasn't recruited. They initially came to NUAI wanting to buy the land. Ted Warner walked through the sequence: "We were also getting offers to buy this from actual hyperscalers... One of those we did, we signed an exclusivity agreement because we kept turning them down on selling, and we wanted to work with them on how can we partner with you to own something here. Essentially, it was, 'You've got to work with a really reputable developer.' We went and tried to find one, that exact same party sort of led us to a different party. Now here we are with that party, Stream." The hyperscaler directed NUAI to Stream. They didn't just suggest a developer — they pre-approved their own counterparty. Stream walked in with existing commercial agreements and pre-approved designs with this specific hyperscaler. Charlie confirmed it: "Having pre-approved designs with this particular hyperscaler, which is why we were guided into the relationship with them, frankly — to the fact that they house long lead time equipment that goes towards these projects, and it's a rinse and repeat design." A hyperscaler that takes the time to direct partner selection, share technical specs, sign exclusivity, and cooperate through a developer restart is not a hyperscaler that walks away at the finish line. That's a counterparty that has been quietly engineering the conditions for this deal to close on terms they already endorsed. And It's the Same Hyperscaler Ted's clarification on the Sharon AI confusion was the most underrated moment of the call: "The same party, that hyperscaler is still the person that we hope will be our tenant, that our designs are specifically for... [Stream has] been incredible to work with, just every day checking boxes. It's been awesome to watch them work." No one walked. The hyperscaler that wanted this site in 2025 still wants the site in 2026. The designs are still tailored to their specs. The exclusivity is still in place. The Balance Sheet Is Built For This Ted's segment removed the financing overhang that haunted this name for months. $80M+ cash on hand. $290M Macquarie credit facility. The Sharon AI note is gone. Liens lifted. They illustrated the math: "Our cash needs for phase one would be roughly $180 million before the credit that we'd get for the land contribution... That theoretical $180 million investment is more than covered for phase 1." NUAI's expected equity check for Phase 1 is fully funded. No more "how do they pay for this" question hanging over the stock. The Setup The market just sold the stock 11% on a quarter that confirmed every workstream is on track The lawsuit resolution should come soon PPA likely ready first JV DA close behind — Stream is the most motivated party in the deal Hyperscaler lease execution window: late June through Early August 2026 One signing day, three documents, complete rerate This is the playbook setup for an asymmetric trade. The downside is bounded by the cleaner balance sheet, the Stream-driven execution model, and the standing hyperscaler engagement. The upside is a name with a sub-$500M market cap signing a lease comparable to deals that already moved peers multiples higher. "As a shareholder, I sit here with you, and I wish I could announce who the prospective tenant is, and I can't wait to announce it one day. We've been working very, very hard to get there." — Will Gray, closing remarks NUAI is the last shoe left to drop. investing.com/news/transcrip…

@ChairmansLedger Check out $KOPN and their partner $FABC

Small scorecard on a few names I’ve written about recently. Since first mention: $AMPG +74% after reaching +96% $SIVE +69% after reaching +94% $ASPI +15% after reaching +37% $TRT +11% after reaching +23% $MRLN -17% after reaching +27% Small names are violent. Some move fast, some give it back, and some punch you in the face. The goal here is simple: show the work, track the outcomes, learn in public, and keep getting sharper.