Singularity Research

$AGRO

@GarciaPere10031 @aleabitoreddit I did read his thesis on incorrect inventory - which was correct If they achieve profitability by next year - it can 2-3X from here based on revenue ratio of competing companies

@SingularityRes @aleabitoreddit Since he bumped $VLN a few months ago the stock was down -50%...

I don’t understand the hate @aleabitoreddit is receiving He finds stocks that no one is talking about. People criticize him about pumping small caps but the thesis for each and every one of them is accurate He has talked about microcap stocks that even Citrini talks about. But no one is criticized Citrini. Some stocks play out and some don’t - that’s the game, but the thesis he provides for each and every one of them is accurate

@HotAisle Last year DP was saying Nvidia was specsmaxxing their GPU Today Jensen Hwang said DP told him that Nvidia was sandbagging their performance I don’t know how DP was able to say one thing to the world and totally different to what he said in private

I hope MC replaces semianalysis.

@usppdd Highly unlikely he doesn’t know what is happening

@SingularityRes What does Jenson know?

They waited for $NVDA GTC to be over before prosecution $SMCI

Nothing new. A US military personnel did it way back in 2018

$TMDX did 34 flights and grossed an $2,312,000 (est) in the last 24 hours. They are on track to do 2,552 flights and gross $173,536,000 (est) this quarter. Link - singularityresearchfund.com/tmdx-tracker Disclaimer: This information is for educational purposes only and does not constitute investment advice, financial advice, trading advice, or any other sort of advice, and you should not treat any of the content as such.

Been using all models recently like gemini, chatGPT etc. But nothing beats Claude Opus 4.6. Nothing comes close too.

@WisemanCap Israel president said no nuclear capabilities in Iran

Why are we pumping?

BREAKING: Current status of Fear & Greed Index

@insane_analyst Isn't $nok also building a 6 fab in San Jose next year?

There is a running joke within industry and I think its not a joke lol.

I went into a deep rabbit hole of how US attack (their weapon etc.), Iran warfare, how their last leader split the country into 23 factors with individual autonomous before his death and various attack strategy. Then I came across that attacking oil field is economic damage, but real damage will be attacking water desalination plants (humans can't live with water even for a few days), target a few water plants and the whole nation is gone. Add mercury in your drone, when it attacks water plants or gets intercepted, a part of the mercury will get into the water supply at the limit is 2 gm per million liter - the plant is stopped and citizens would suffer I don't think civilians should suffer - but you never know what can happen in a war

@SingularityRes dude how do you even come up with these scenarios like that's seriously next level thinking?

We are just one drone strike by Iran at a Middle East desalination plant (already did in Bahrain) with mercury in it from World War 3

@nimesh3t Ill probably buy stock after they do a dilution

This stock will test patience, i will hold my shares for now Call summary : Have 1mw demo order from Vertiv, discussing with others as well Vertiv may give like 25-50 mw of order if demo is successful Updating agrrement with Vertiv on timeline etc.. 1/2

@Noalgos Outside my control man

@SingularityRes hope not

This didn’t age well Update: Rerating did happen in the anticipation of the deal, and not after the deal

@CapstackCapital It was not at $5-$10 when I tweeted this I thought rerating will happen after the deal. But it happen before If fast takeoff happens in AI in 2027, it is still cheap. Else, it’s a shitco

@SingularityRes $IREN is pathetic. All of them are.

@dmottco @bobtimusprime I can write the code to do automated AI analysis

@bobtimusprime Dm me

$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property