Andrew

166 posts

Andrew

Andrew

@Andrew20802469

Katılım Şubat 2022
90 Takip Edilen42 Takipçiler
The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
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
IREN@IREN_Ltd·
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…
IREN tweet media
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$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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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$RKLB Congrats Rocket Lab investors hitting $107 AH! The street is going to have to up their ratings and price targets again lol
Anp🅰️nman tweet media
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Andrew
Andrew@Andrew20802469·
@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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Jake Browatzke 🚀
Jake Browatzke 🚀@jakebrowatzke·
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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Andrew
Andrew@Andrew20802469·
@mikealfred That was such a bot response, I’m not a bot lol
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Serenity
Serenity@aleabitoreddit·
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.
Serenity tweet media
Cooker.hl | Kms.eth | 版本之子 | Cooker@CookerFlips

@aleabitoreddit $IREN announcement 🤯

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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$RKLB: Would love to see Rocket Lab close above $100 today.
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Andrew
Andrew@Andrew20802469·
@jimcramer CRWV is trash, buy $IREN $CIFR
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Kevin Xu
Kevin Xu@kevinxu·
scalable sustainable unprecedented speed $NVDA CEO just said this about $IREN and signed a warrant to buy up to $2.1B of shares, almost 10% of the company we are witnessing the next hyperscaler the price action right now doesn't matter $70 is the new floor for $IREN
Kevin Xu tweet media
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: Institutional investors actually listen to this chode? @TMFAssociates aka "Dim Spacebar"
Anp🅰️nman tweet media
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$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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