Handicapital

My highest conviction play at this very moment is $VPG, a stock that will have a huge repricing as we see the humanoid robot industry become built out. It’s important to be here before that moment.

@ThematicTrader Napkin math like this typically produces Gen wealth

A $VPG napkin math post: - Figure at 3k annual robot run rate going from 1 robot/day to 1 robot/hour‼️ - Tesla Optimus $TSLA estimated to be at "hundreds per week" by end of year (Let's assume 300-500) Exit velocity for Figure likely is close to 10k annual production and Tesla we can assume exit velocity to be between 15k - 25k. 25k - 35k robots at $850 revenue per robot midpoint (prototyping revenue and extrapolating the Optimus revenue to be the same for Figure, which Figure should be higher from my channel checks) = $21M - $29M revenue run rate for $VPG humanoid business. We can reasonably expect as more Optimus and Figure capacity comes online and they achieve volume production in 2027, that the run rate will be 100k+ robots at some time in 2027. That implies a $85M + business for $VPG. Apply a 20-40x sales multiple (Very fair for hyper growth revenue that has potential to scale to 10M + units by 2030) to the $21M - $29M values $VPG humanoid business between $400M - $1.2B on 2026 exit velocity. Apply same multiple to the likely $85M + exit velocity revenue for 2027, that values $VPG humanoid business at $1.7B - $3.4B next year (The forward sales multiple will be applied as visibility becomes clearer). $VPG sits at $750M MC today. Their humanoid business alone should be valued more than the entire company today and I would not be shocked if the humanoid business alone is valued at $4B+ by the end of next year. The hockey stick ramp is beginning, as evidenced by Figure's volume ramp.

If you're an Uber driver, please don’t offer me hard candy. End of thread.

@MooreRoger_10 No one could have seen this coming…

$POET the friends i advised sold 20% of their POET stake at 12-13$. I sold 0. This is just the beginning. The marvel connection were the obvious dot, the real connections have yet to be revealed to the mainstream public Wait and see, POET is the millionaire maker. I will retire young from this

Biggest $VPG takeaway regarding humanoid industry. Future constraint is robot sense (=consumer trust). Power is easy; trust is hard (breaking glasses, falling, harming consumers). Bid the nervous system!

@midascabal $vpg

I found the next 10x stock like how I called $ONDS at $1: Just like I called $NBIS at $20, $RKLB at $16, $ASTS at $20, and many more. It’s under $1B market cap… Guess what stock I’m talking about.

@chamath Chamath, we know you're an Iren holder. Don’t be afraid, you can tell us.

The Billionaire Tax is actually an Everyone Tax. The Billionaire Tax is a new tax proposal written by four professors who don't believe in the American dream. Some of them aren’t even American…go figure. Despite its name, it applies to every California resident who currently has assets or ever will. The creators named it the Billionaire Tax so you would get into a froth andwouldn't look closely at what it actually does to you. On page twenty-six, it explains how the government can convert to an Everyone Tax without voter approval. They can also adjust the tax to be a yearly tax, not just one time…again, without your approval. Here's how the tax would work: As a voter, you're being asked to approve a tax that would require you to: 1. list all your assets and the value of each, then submit them to the California Franchise Tax Board. 2. authorize the tax board to appraise your assets and confirm the value of each. 3. pay a penalty of up to forty percent of your tax bill if the board determines your reported value was too low in their opinion. 4. allow the tax board to subpoena your financial records from every one of your financial institutions for auditing. This Everyone Tax runs 34 pages of shifty language describing how the government plans to take your assets. Read the fine print and decide for yourself. If this were truly a billionaire tax, it would be 3 pages. It’s 34 pages so that it can create the mechanisms to steal from all of you.

@mholz315 Eager for that call!

@Hand1cap1tal They are giving updated LT financial targets (incl. growth) at their earnings in early May

My highest conviction play at this very moment is $VPG, a stock that will have a huge repricing as we see the humanoid robot industry become built out. It’s important to be here before that moment.

Most people here have more money than @JamesWynnReal now. Let that sink in. We made it!

It may be time to move everything into $Tao

@jayroo69 @pepsi Did Pepsi not see the most like comment yet? @pepsi

@pepsi Coke and hookers

name a better combo than Pepsi + pizza. we’ll wait.

@HouseDemocrats How dumb do you perceive us?

Average gas prices have increased to $3.98. A month ago, gas prices were $2.95. You can thank Donald Trump.

@NYCMayor I’m sure they just showed up for no reason

ICE doesn’t belong at our airports. Our Office of Immigrant Affairs has updated guidance and you can call their legal hotline at 800-354-0365.

Pfizer says its experimental Lyme disease vaccine was 73% effective against the tick-borne illness

I think we found the new @BookitWithTrent … @MoneylineMafia_

@MoneylineMafia_ My net worth was deployed at St. Johns thank you for all of you terrific fades your doing gods work 🫡

All I have left in my account Kansas or homeless

@MarioNawfal I’m sure @NYCMayor will condemn this right? Because that’s what he did during the last attack right?

🇺🇸 NYPD reportedly discovered 3 improvised explosive devices, including one containing TATP, a highly unstable explosive used in several major terrorist attacks. The devices were safely removed and the suspects are now in federal custody, but the exact location and motive haven’t been publicly confirmed yet. Regardless, finding TATP anywhere in NYC is alarming. Source: @EricLDaugh, Fox News

@nypost The fuck is the problem with that, they simply are going to where the demand is

NJ Girl Scouts troop in hot water for selling cookies outside pot shop to meet high demand trib.al/jtWYjIU

Who tf from R&D thought this sandygast Plush was rated E for everyone 🤣🤣🤣?