@JaredC12061 About time you learned chud might as well join the afl now
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robinlopezfan
815 posts
🚨 BREAKING: The State of Indiana will be CANCELING ALL commercial driver licenses for illegals at midnight TONIGHT, per the Lt. Governor
FINALLY!
EVERY SINGLE state should follow Indiana’s lead immediately.
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@Dashytwo Because the NBA cares way too much about “potential” and drafting guys with a tuff vert and wingspan just to realize they will never develop a jumper. They also draft way too much off defensive potential when there is literally almost zero defense played
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@mvcinvesting $inv datacenter cooling, $oust physical AI vision
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I know everyone is focused on the current macro environment, but…
Any interesting sub-$5B market cap stocks worth researching?
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Dad how was the NBA before it sold its sole to LGBTQ rights:
GIF
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@qwertyuipasd11 @XCapitalMgmt @herling_jared @danroberts0101 My best guess would be they realize what they have and as many people within management group are paid with the stock itself they are artificially holding it back as long as they can for their own benefit
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@XCapitalMgmt @herling_jared @danroberts0101 one of the reasons the stock ran last year is because they had monthly good rports with steady good news!!!
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If I had a direct line to @danroberts0101 (which I don't) I'd say this (after starting with thank you):
i. You're solving for optionality at all times.
ii. You have an open ATM. Even if you don't intend to draw on it, having a higher share price increases your optionality.
iii. Time to compute is a great narrative but it's doing nothing for the stock.
iv. Execution has been and will continue to be your greatest differentiation point. Use it.
v. Don't wait for May earnings - as you hit milestones throughout Q2 (and beyond), blitz the market with PRs. Why? You will differentiate on proven, consistent execution that competitors cannot match.
vi. Horizon 1 delivered? PR.
vii. Sweetwater 1 energized? PR.
viii. PG and/or Mackenzie (or even Canal) fully contracted? PR.
ix. First contract signed for air cooled AI Cloud capacity in Childress? PR.
x. Australian datacenter expansion? PR.
xi. Datacenter financing for Horizons and/or incremental GPU financing or corporate level debt secured? PR.
xii. Sweetwater deal? PR.
xiii. Undisclosed sites included in Batch Zero? PR.
xiv. Execution in a vacuum lets FUD breathe and reduces optionality. I get that you're hitting a scale where certain developments (e.g., the 10 MW site at PG) are no longer material to the business as a whole, but when the ATM is open, your optionality increases as momentum on execution is made clear. IR is a weapon, not a distraction.
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@retail_mourinho Very obvious US is telling the truth and Iran is saying there are no negotiations to put more pressure on the US to cave due to market reasons
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@peterjwolff Great post! I wonder what "Peret J Wfolf" thinks. 🤔 Sure hope we hear from him soon.
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A good question on my substack’s Flagship weekly report.
None of this is financial advice!
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@ChesterMcGilly @qashlabs @unusual_whales I mean they can’t finish it cause we keep stoping it Chester you know this
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@701burner @qashlabs @unusual_whales Iran has been seconds away from completing a nuclear weapon for 30 years
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U.S. and Israeli officials increasingly view securing the Strait of Hormuz as the most realistic endgame of the conflict, shifting away from earlier ambitions like regime change and fully stopping Iran’s nuclear program, which they now consider unlikely to succeed, per WaPo.
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I liked Drake Maye already and now this! I’m officially a Patriots fan
Dov Kleiman@NFL_DovKleiman
𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Patriots RB TreVeyon Henderson has posted his support for Jaden Ivey after he was released today for his anti-LGBTQ and Pride Month comments. “Blessed are those who are persecuted for righteousness’ sake, for theirs is the kingdom of heaven.” 😬😬😬
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robinlopezfan retweetledi
🚨IN CASE YOU MISSED IT: JAPAN IS BASED AS FUCK.
Japan's new anti-islam laws send shockwaves!!
Halal - BANNED✅
Mosques - BANNED✅
Call to prayer - BANNED✅
Burka - BANNED✅
This is basically saying: "Islam, fuck off."
SHOULD WE COPY JAPAN?
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robinlopezfan retweetledi
🚨 BREAKING: Outrage is erupting after Minnesota Feeding our Future fraudster Abdul Abubakar Ali was sentenced to only ONE SINGLE YEAR in prison
He's responsible for MILLIONS in stolen tax dollars and lied that he provided 1.3 million meals
THIS IS INSANE. He should be DEPORTED
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robinlopezfan retweetledi
@qashlabs @unusual_whales Iran was building nuclear weapons but okay
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Tired of winning yet?
Before the war:
- Iran did not control the Strait of Hormuz; now it does.
- Iranian oil was under sanctions; now it isn’t.
- Iran was not building nuclear weapons; now it will.
- U.S. bases in the Middle East were an advantage; now they are a burden.
- Inflation was declining; now it is rising.
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I remember I got a lot of hate for selling $TE.
I won't call anyone out at this point. The only thing I'll just say is:
I sold because I did not have a great feeling with management. And I still don't.
Now they missed their own guidance (within only 3 months.)
Will link a post in comment from my buddy @Kaizen_Investor that summed up their earnings.
Stay humble. Onwards,
-BP
Black Panther Capital@BlackPantherCap
I might loose some followers on this… But this is how I treat my portfolio: Like a mf psychopath…… I just sold $TE at almost breakeven. Could see it running to $6.18 or $5.19. depending on how it closes today. I REALLY like $TE. I’m super bullish on energy/power demand. BUT… no matter what argument, I cannot defend 16% allocated to $TE when they just fired their CAO right before earnings with zero explanation. I’m not buying the “we’re getting a better one” argument. This excuse has been used for 20 years while *files* keep building up. How did that work? Most important lesson in life: money talks. People will do almost anything for enough money. In hindsight of what files are circulating these days, fraud seems like nothing. I know this is contrarian. And I also KNOW there’s no proof of it. But this is EXACTLY why it’s critical to have hard rules for your investments. The RISK is on YOU. The reason I watch my portfolio like a psychopath? To minimize loss. To minimize risk. I’m not betting my hard-earned money. I will NEVER invest in companies with: > Lack of communication > Lack of transparency > Lack of trust I can live with debt. I can live with execution risk. But when management starts shutting out investors or goes radio silent? Just before earnings… That’s the biggest RED FLAG to me. We live in 2026. It takes a CEO 5 minutes to post an update on X or record a video. And no, I don’t buy the CEO is busy either. I manage people myself everyday. It comes down to priorities. It’s not good enough for me. I wish all my fellow $TE the best luck! I sincerely mean that and pray that you all get rich and I’m mistaken 🫶 I’m out. Watching to re-enter $NBIS or $KRKNF now.
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