Stack Capital (TSX:STCK)

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Stack Capital (TSX:STCK)

Stack Capital (TSX:STCK)

@stackcapital

Stack Capital is a growth-equity investment firm focused on late-stage private technology companies. $STCK.TO $STCK.WT

参加日 Mayıs 2021
1.8K フォロー中1.6K フォロワー
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Stack Capital (TSX:STCK)
Stack Capital (TSX:STCK)@stackcapital·
Our updated portfolio as at Dec 31, 2025 BVPS - $15.35 💸 New Investments @CrusoeAI - Invested $12.0M USD into the company 🖥️ @xenergynuclear - Invested $5.2M USD in the company 🪫 @databricks added $4.0M USD to the portfolio post quarter end 💻 Highlights SpaceX - completed a tender at $800B valuation 🚀 OpenAI - subsequent to quarter end raised $110B at $730B pre money valuation 📈 NCIB - During the 2025 year, management repurchased $1.6M of stock at an average price of $11.48
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Stack Capital (TSX:STCK) がリツイート
The Information
The Information@theinformation·
First on The Information: SpaceX Aims to File for IPO as Soon as This Week SpaceX is aiming to file for its IPO as soon as this week. Some predict it could raise $75 billion, the biggest U.S. IPO by a wide measure. Read more from @Katie_Roof and @Pauvalida 👇 thein.fo/47Htb3N
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First Squawk
First Squawk@FirstSquawk·
SpaceX is reportedly preparing for an IPO filing as early as this week, says The Information.
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Elana
Elana@ItsElanaGold·
There's about to be a massive amount of liquidity hitting the market. SpaceX. OpenAI. Anthropic. All going public. Early investors finally get their exits. That money doesn't sit still. It flows right back into the next generation of companies. And those are just getting started.
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Bloomberg
Bloomberg@business·
SpaceX aims to file a prospectus for an initial public offering as soon as this week, the Information reported, kicking off one of the year’s most-anticipated market debuts. bloomberg.com/news/articles/…
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Kalshi
Kalshi@Kalshi·
JUST IN: SpaceX reportedly aims to file for IPO as soon as this week
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Redwood Materials
Redwood Materials@RedwoodMat·
Last year, we deployed a 12 MW/63 MWh microgrid - the world’s largest second-life battery system - to power @CrusoeAI. Since then, it’s delivered 99.2% uptime. Now, we’re scaling from 4 to 24 Crusoe modular data centers; nearly 7x the original compute capacity. A new model for AI infrastructure: faster to deploy, more flexible, and built on low-cost, reliable energy. redwoodmaterials.com/news/redwood-a…
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Thomas (Tom) Lee (not drummer) FundstratDirect.com
Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·
$VCX which has a stake in @OpenAI and @AnthropicAI trades at 25x mnav $ORBS nav is 30% @OpenAI and trades at 1X mnav
ORBS Official (NASDAQ: $ORBS) crypto $WLD@Iamhuman_ORBS

Two ways to own AI LLM @OpenAI in public equities: $VCX 20% anthropic (% NAV) 10% OpenAI P/NAV ➡️25X $ORBS 30% OpenAI 10% MrBeast plus $ETH and $WLD P/NAV ➡️1X What would you rather own? P/NAV 25X or P/NAV 1X The ticker is $ORBS

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Stack Capital (TSX:STCK)
Stack Capital (TSX:STCK)@stackcapital·
$STCK.TO - Keep it up @CrusoeAI!
Form Energy@FormEnergyInc

Today at #CERAWeek, Form Energy and @CrusoeAI announced a strategic supply agreement to deliver 12 gigawatt-hours of multi-day energy storage systems to support the rapidly growing power needs of AI data centers starting in 2027. The agreement ensures access to Form Energy’s 100-hour iron-air battery technology as Crusoe scales its AI infrastructure, supporting utility growth, insulating ratepayers from cost increases, and strengthening grid reliability. All battery systems will be manufactured at Form Factory 1 in Weirton, WV, supporting American jobs and reinforcing U.S. leadership in advanced energy manufacturing. This builds on Form Energy’s recent announcement with @xcelenergy and @Google to deploy a 30 GWh iron-air battery system supporting a new data center in Minnesota — together highlighting the growing role of multi-day energy storage in unlocking new grid capacity and enabling faster speed-to-power for AI infrastructure. As AI demand continues to grow, partnerships like these will be critical to ensuring the U.S. can lead in the AI–energy nexus. 🔗 Read the full announcement: formenergy.com/form-energy-cr…

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Bloomberg
Bloomberg@business·
A newly listed closed-end fund soared more than 1,200% above its net asset value as investors eager for stakes in IPO-bound companies push the vehicle’s market capitalization far beyond the estimated worth of its holdings bloomberg.com/news/articles/…
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Chris
Chris@chatgpt21·
This fund has a 20% exposure rate for anthropic and a 20% exposure rate for open AI and people don’t know how to act… Up 811% in one week😭
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LongGameEquity
LongGameEquity@LongGameEquity·
My friend bought $VCX PRE-LISTING at $18. It’s now $126. 📈 Up 300% YTD, but his shares are locked for 6 months. 🔒 The dilemma: Sit on a 6x gain and pray the macro holds, or find a way to hedge the downside? What would you do?
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Exec Sum
Exec Sum@exec_sum·
BREAKING: Amazon-backed nuclear reactor group X-energy files for IPO X-energy is building an SMR that uses helium as a coolant instead of water, the industry standard According to BloombergNEF, US data centre power demand is set to climb from 34.7GW in 2024 to 106GW by 2035
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@Katie_Roof @Pauvalida @FirstSquawk @ItsElanaGold @business @LevinBurant @SpaceInvestor_D @Techmeme