Andrew
166 posts


Strangest market experience I’ve had.
Bought $POET around $5.
Rode it to $15.
Watched it get cut in half.
Sold at $7.55 after I lost confidence in the thesis.
Now it’s $25 overnight.
Couple million dollars of upside vanished because I stopped believing at exactly the wrong time.
Markets are undefeated.
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IREN has closed its $3.0bn convertible notes offering
Key details of the transaction:
- 1.00% coupon convertible senior notes due 2033
- $2.6bn offering plus fully exercised $400m greenshoe
- $2.96bn net proceeds, after deducting the initial purchasers’ discounts and commissions and IREN’s estimated offering expenses
- Capped call transactions expected to provide a hedge upon conversions up to an initial cap price of $110.30 per share
- No put option for investors in the notes other than a customary put right in the case of certain fundamental changes
Read more: iren.gcs-web.com/static-files/6…

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T-Mobile dumps SpaceX. Remind me again what Wall Street was expecting? Remind me what the expert consultants were expecting? People valuing SpaceX IPO at $2tn just saw that the empire is striking back.
$ASTS
AST SpaceMobile@AST_SpaceMobile
AST SpaceMobile Commends Proposed Direct-to-Device Joint Venture by U.S. Mobile Network Operators businesswire.com/news/home/2026… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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$ASTS: 🟢Bold prediction - we close green today
If people ignore the algo fckery on Q1 numbers (mainly government milestone timing related) and focus on the actual progress around production ramp, launch cadence, business execution, technology milestones achieved and reiteration of FY2026 financial guidance, we should be up today.
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$RKLB: 2 for 2 calling $120 today and calling $100 on Friday.
Congrats holders!
Anp🅰️nman@spacanpanman
$RKLB: Let's have $120 today
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@jakebrowatzke @elonmusk Daniel would either need to raise guidance substantially and buy shares himself to boost the stock price, he’s never bought a single one back himself. Wish you the best on PATH
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@Andrew20802469 @elonmusk Yes. For this reason I'm expecting a much better earnings reaction to UiPath's Q1 but much less long-term growth compared to better.
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Do you know what I dislike more than a company missing guidance?
A company lowering its goals.
@elonmusk is the ideal founder and has been wrong on timing more often than he's been right... but he never stops shooting for Mars, and will get there eventually. That's what makes him great.
Never stop @vishal_better. Never stop shooting for the stars.
Disappointed investors can sell. More shares for the believers.
Buying a company selling 2.4x sales growing 28% with substantial long term software margin potential is a deal. Especially if the founder stays focused on 2xing volume in a single quarter and has built the best product in the market by far. $BETR
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I still am bearish on $IREN.
Algorithms/retail probably read $NVDA + $IREN partnership and bought it up.
However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes.
So $IREN can continue selling their $6,000,000,000 ATM into retail investors.
It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B.
This wasn't Nvidia directly funding $IREN yet, just a risk free option to.
There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.

Cooker.hl | Kms.eth | 版本之子 | Cooker@CookerFlips
@aleabitoreddit $IREN announcement 🤯
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Worried about CoreWeave; revenue growth is not enough
Brian Sozzi@BrianSozzi
Bernstein still hates CoreWeave after earnings and expects its stock to crash:
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A big day. Earnings call will proceed as scheduled in 20 minutes. $IREN $NVDA
nvidianews.nvidia.com/news/nvidia-an…
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@spacanpanman @TMFAssociates That guy is a bum, possible bottom indicator 🚀🚀🚀
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$ASTS: Institutional investors actually listen to this chode? @TMFAssociates aka "Dim Spacebar"

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$ASTS: I was told by a highly reGarded industry consultant that BB-8, BB-9 and BB-10 would not fit in a Falcon 🤷♂️
SpaceMob DD is undefeated

AST SpaceMobile@AST_SpaceMobile
Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 32 next-generation satellites at advanced stages of assembly to be ready for launch. Network deployment with a launch every one to two months on average. Space-based cellular broadband. Built in Texas. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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$SPACE: Pump that SpaceX IPO
SpaceXAI has signed an agreement with Anthropic to provide access to Colossus 1
$ASTS $RKLB $PL $BKSY $FLY $LUNR
x.ai/news/anthropic…
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