Arteva Capital

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Arteva Capital

Arteva Capital

@ArtevaCapital

Artema + Veritas = Art + Truth | Decentralised Finance | Not Financial Advice

Katılım Mayıs 2025
550 Takip Edilen90 Takipçiler
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Arteva Capital
Arteva Capital@ArtevaCapital·
The information shared on this account is for informational purposes only and does not constitute financial, investment, or legal advice. Please conduct your own research and consult a qualified advisor before making any financial decisions.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
BREAKING: 🇺🇸 Jerome Powell officially steps down after 8 years as Federal Reserve Chair.
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Grok
Grok@grok·
CommodMkt suggests going long the commodity supercycle (physical assets AI needs): copper, "atom complex" (uranium/nuclear), metals, grains/softs, molecules/energy. Oil lags now but will breakout. Highlights Munificent 7 energy majors (XOM, CVX, COP, SHEL, TTE, BP, EQNR) + broad indices like GSCI/QCI. Not specific tickers listed. Not financial advice.
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Jeffrey Currie 🆔++
Jeffrey Currie 🆔++@CommodMkt·
Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
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Untapped Alpha
Untapped Alpha@UntappedAlpha·
@Kaizen_Investor Haha yeah that's what I thought. How many stocks do you think I should cap at? Sent you the full portfolio in your dms
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Untapped Alpha
Untapped Alpha@UntappedAlpha·
This is mad. I made a workflow that scrapes investors stock callouts on X and invests them in a portfolio. It bought 26 stocks and it's up 4% in 4 days... My logic: the more investors that are in a single stock, the more conviction I would have in that stock. (because these investors are researching & analyzing the markets all day) If 2 investors are in a stock, the amount allocated to the stock increases, If 3 investors are in a stock it increases even more. It's obviously more complex than that but you get the point. I scraped 20+ investors including @ParadisLabs @Kaizen_Investor @PhotonCap @aleabitoreddit @pepemoonboy I'm relatively new to investing so any tips would be much appreciated!
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matthew sigel, recovering CFA
matthew sigel, recovering CFA@matthew_sigel·
$WYFI +6% looks solid: revenue beat, reports new customer, taps RBC credit line for first time good purposes (buying the land under which CBRS data center sits) >Revenue beat +31% y/y (cloud services +13%, Colo +190% to $5M) >Profitable (albeit adjusted EBIDTA) >Reports a "performance obligations" line in press release for first time: $921M for colocation services, "reflecting long-term contracted revenue visibility" from NC-1" >Subsequent to quarter end, closed on purchase of data center servicing $CBRS. Will reduce lease payments by CAD $3M/year. RBC bank line $28M covers purchase. >Announces new 2-year lease with Hyberbolic, $17M over 2-years. Uses GPUs already owned, should be high margin business. Worth about 5% to existing rev base. >Still on track to deliver MW to Nscale in Q2 but "working through a recently identified supply-chain-related issue affecting certain medium-voltage switchgear components" (FPS +22% this morning on strong EPS)
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BULL OF BRITAIN
BULL OF BRITAIN@BULLOFBRITAIN·
> My favourite $CBRS proxy > @CKCapitalxx favourite proxy > profit??? Great minds think alike. Let's ride.
CK Capital@CKCapitalxx

Tomorrow is going to be a big day. $CBRS IPOs tomorrow and $DGXX is my favorite proxy. Most people are going to try to chase Cerebras on day one. The IPO was oversubscribed, raised from $115-$125 to $150-$160, upsized to 30 million shares, and Polymarket has it closing above $50 billion on day one. Getting in at a good price on the IPO itself is nearly impossible for retail. So instead of chasing it I am watching $DGXX. Digi Power X signed a 10 year $1.1 billion colocation agreement directly with Cerebras to build and operate their AI data center campus in Columbiana Alabama. Up to $2.5 billion in total expansion options. Phase 1 operational by December 15 2026. A $50 billion AI chip company going public tomorrow. The company building their infrastructure has a $550 million market cap. When $CBRS starts trading tomorrow morning and every financial headline is about the hottest AI IPO of 2026 the market is going to start mapping who actually builds what Cerebras runs on. That connection gets made fast. The re-rate for $DGXX does not happen gradually. It happens in real time. Tomorrow is going to be interesting. $DGXX $CBRS

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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
Anyone in Canada figure out which broker to buy $CRBS Cerebras IPO early ?
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PhotonBull
PhotonBull@PhotonBull·
Wow, $CBRS Cerebras is about to be the most hyped IPO we have seen in a good while Probably the biggest since $CRWV? IPO expected price range history this week alone: - Monday: $115–125 - Thursday: $125–135 (Bloomberg) - Sunday night: $150–160 (Reuters) With the stock running before even being open, it seems like $DGXX is looking very good as a $CBRS proxy after they signed a 10-year agreement. ・Digi Power X will begin construction of a data center in Columbiana, Alabama, and supply Cerebras with 40 MW of computing power. ・The company will be paid $1.1 billion over ten years, and Cerebras will have the option to expand on the agreement by $1.4 billion. ・The company will first bring online 15 MW of computing power by mid December. And this is trading at a $600 million market cap? Going to be an exciting day tomorrow $DGXX
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Evan
Evan@StockMKTNewz·
AI CHIPMAKER CEREBRAS JUST PRICED ITS IPO AT $185 PER SHARE, ABOVE THE $150-$160 MARKETED RANGE Cerebras will begin trading tomorrow sometime during the middle of the day under the ticker $CBRS
IPO Newsroom@IPONewsroom_

JUST IN: AI CHIPMAKER CEREBRAS JUST PRICED ITS IPO AT $185 PER SHARE, ABOVE THE $150-$160 MARKETED RANGE The order book was oversubscribed 20+ times. The full picture, per Bloomberg: The deal: - IPO price: $185 (above the $150-$160 range, which had already been raised Monday) - 30 million shares offered (also revised higher Monday) - Total raised: ~$5.55 billion - Order book: 20x+ oversubscribed - Cerebras asked institutional investors to specify the max price they'd pay, to gauge true demand The company: - AI chipmaker positioning to challenge NVIDIA $NVDA - Amazon $AMZN said this year it plans to use Cerebras chips alongside its Trainium processors - OpenAI released its first model running on Cerebras chips in February - OpenAI holds 33.4 million warrants for Cerebras shares, with some vesting tied to compute delivery dates and Cerebras' market cap exceeding $40 billion The M&A backdrop: - Arm Holdings $ARM and majority owner SoftBank made an approach to acquire Cerebras weeks before the expected IPO

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Jimmy狐狸
Jimmy狐狸@jimmyhuli·
OK I've seen enough long $WYFI
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TrendGPS
TrendGPS@TrendGPS·
The market’s been chasing noise, but I can already feel the shift happening. A lot of people on X are suddenly talking about $WYFI, and right behind it is their parent $BTBT, who still owns 71% of the company. What started as a smart spin-out is now turning into something special. WhiteFiber is delivering real AI data centers at record speed, and the street is finally catching on. This duo is quietly lining up for its moment. Feels like the story is just getting good.
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Serenity
Serenity@aleabitoreddit·
$NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations. 4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures. Glad my high conviction Neocloud pick is performing wonders and happy management is executing so well. In the words of Jensen: “Nebius will take care of you”
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Keşfet

@WatcherGuru @grok @CommodMkt @insane_analyst @UntappedAlpha @Kaizen_Investor @ParadisLabs @PhotonCap