Mario Cool

3.4K posts

Mario Cool

Mario Cool

@70Polygon

Katılım Mayıs 2025
430 Takip Edilen307 Takipçiler
Mario Cool
Mario Cool@70Polygon·
@khacterina @AssetGod @zerohedge What is wrong with his revenue figures? If one pulls in a lot more than the other would that not require one to pay out higher than the other? Is this hard?
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Khacterina 🦋
Khacterina 🦋@khacterina·
@AssetGod @zerohedge Like you said? Who the fuck are you to have authority on anything? Are you an elite level athlete? No? STFU and shut the fuck back down.. I have read multiple D1 babies. Take your L and be quiet.
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Mario Cool
Mario Cool@70Polygon·
@khacterina @zerohedge The men’s pull in more income. It is really rather simple economics but you make it a gender thing because you know the math does not work in your favor at all. There is nothing fair about splitting the payout. Full stop.
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Khacterina 🦋
Khacterina 🦋@khacterina·
Only if the women's team qualifies. Historically speaking, the US women scheme does much better than the men's. Yet somehow their paycheck is 1/10th. I get it. Are you man do not care about women's sports you have made it perfectly clear. But God forbid we award a woman for doing something extraordinary.. She should just sit at home with her kids and be miserable and support her husband's life.
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Markos
Markos@MarkosAAIG·
@70Polygon Will try to get on after earnings.
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Markos
Markos@MarkosAAIG·
The retrofit model has currently significant benefits over greenfield, which takes way more time to come online in this power hungry times. On their NC-1 site, they'll start billing and scaling the 40 MW this month as guided… if they can deliver on time, which currently means we have to see a bit of trust on the management board here for now. That's the $865M/10yr Nscale lease. The second phase, another 45 MW, is where Nscale has an option. And if they don't take it, WYFI can rent it out to another client, which they talked about. They also have the potential to upgrade the substation there so they can deliver a full ~200 MW on the NC-1 side over time. On the cloud side they landed a $160M five year deal with another customer in Paris… zero capex to WYFI, 12 months prepaid. And the pipeline, from top of my head, sits at ~$3.3B across 50,000+ GPUs. On top of that they've disclosed a ~1.5 GW development pipeline of retrofit sites under evaluation, with at least one near-term acquisition targeted. They also did what i consider a smart move on financing… their parent Bit Digital gave them a 100-150M delayed draw term loan through Bit Digital Capital, with B. Riley taking a piece. CEO Sam framed it well.. the balance sheet shouldn't sit idle, Bit Digital earns above its staking yield and WYFI gets capital to move at a critical moment. What it means practically.. they can act on a new site without waiting for the permanent NC-1 financing to close first. Removes the capital bottleneck which holds you from scaling faster. But again the big focus, in my opinion, is the retrofit model. Much cheaper than greenfield and much faster to bring online. In an era where time to compute still matters a lot… that's a significant business driver. And with the new cross data center GPU clustering announcement, it makes them a way more interesting player… because they can now connect interesting retrofit sites to each other within 80km, align more capacity for clients, and grow with them as they scale. Now the risks, it's binary on NC-1 execution, so I want to see billing actually land in the coming weeks. They're capital constrained until permanent financing closes, and because they're inference focused on location sensitive sites, capex likely comes in higher than the headline retrofit number. Total returns with pass-through fees and maintenance capex are where people underestimate the potential true cost. That and other things is exactly why I want to sit down with management.. on their customer strategy, their retrofit strategy, and what they see in the market that the market maybe doesn't. I have my own ideas on that… we'll see if it gets confirmed on the call with the @WhiteFiber_ team. I have a position and consider adding more (or lowering who knows) once I have spoken with management about the retrofit market and GPU clustering opportunity and their vision on that in combination with client feedback which sets the tone for the entire value proposition. $WYFI
CK Capital@CKCapitalxx

I see half of X talking about $WYFI now. Can someone tell me what makes it such a good buy?

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agent bubblegum
agent bubblegum@kaitduffy·
All of the hottest girls are celibate and off dating apps right now so yes I kind of do feel bad for guys still swiping Hinge
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Pay Roll Manager Here
Pay Roll Manager Here@UsingLyft·
Is NYC getting fatter and uglier? It feels like it is
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Mario Cool
Mario Cool@70Polygon·
@DadTrader8 @JoshTradeOption @InvestmentGuru_ These guys are followers with no ideas of their own and if they had them would be too afraid to go first. Why we all have averages below 17 and they are clamoring to buy low 30s. Fake FURUs
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DadTrader
DadTrader@DadTrader8·
@JoshTradeOption @InvestmentGuru_ Damn that hurts. Guess you don’t remember a couple months ago I began following you. You mentioned $CIFR and I told you $WYFI would outperform (WYFI was about 19-21 and CIFR was about 22-23 at that time). I’m a nobody I guess maybe that’s why
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Mario Cool
Mario Cool@70Polygon·
@TXMCtrades They keep using these charts to say it’s over when the follow through is lower for longer 🤣🤣🤣
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𝐓𝐗𝐌𝐂
𝐓𝐗𝐌𝐂@TXMCtrades·
Right there on the chart it shows that the same thing happened in 2022, and it spent 6 months at all time low RSI while price went under the 50M SMA for three quarters.
Quantum Ascend@quantum_ascend

$BTC | @Bitcoin Price testing the 50M SMA at the same time Monthly RSI hits all-time lows. Probably nothing.

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Dan "FAT GAINZ" Roberts FAN
Dan "FAT GAINZ" Roberts FAN@Lazarus_Capital·
@70Polygon Latter is industry specific, former is unrealistic and you know it. Question is when and what kind of financing they land
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Dan "FAT GAINZ" Roberts FAN
Dan "FAT GAINZ" Roberts FAN@Lazarus_Capital·
Anyone have a bear thesis on $WYFI !?!? Best one I’ve heard so far is “it’s gone up, don’t chase”… lol
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Open Source Intel
Open Source Intel@Osint613·
Rep. Ro Khanna is "strongly considering" a run for president in 2028, he said after Israeli civilians detained him during a Judea and Samaria visit.
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Blax
Blax@blaxsupreme·
Latinos aren’t used to seeing Black people actually have upward mobility like we do in America. They expect us to be like the Afro Latinos back home with close to none
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TommyJR
TommyJR@tempocap2·
What the F has X done to the UI Horrible Search changed Playing videos changed Is this just me or WTF ?
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Dr. Taylor Burrowes
Dr. Taylor Burrowes@taylorburrowes·
Ryan Gosling was superb in The Hail Mary Project. I cried and oh my goodness did I laugh. I was on the edge of seat (on the couch with my family) enthralled throughout the whole thing. I wouldn’t change a thing other than making a part 2. There was no love story, no violence and no vulgarity and it was fully entertaining throughout a complete story arc that was properly thought through and executed. And I loved the core message, the friendship, the imagination and the resolution. Amaze! Amaze! Amaze!
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