BDigs

4.3K posts

BDigs

BDigs

@B__Digs

$CMPS $NBIS $LION $UNCY $CIFR- I am not well diversified. I hold $IREN but will never admit it. #LetZasCook - I survived $WBD wars. DYOR NFA

Katılım Haziran 2009
972 Takip Edilen753 Takipçiler
Sabitlenmiş Tweet
BDigs
BDigs@B__Digs·
1/11 $CMPS is one of the highest-conviction asymmetric setups in biotech right now. Trading ~$8.4–$9 after the post-EO smashdown. Clean replicated Phase 3 data. Genuine first-mover classic psychedelic. Massive political tailwind from Trump EO + CNPV voucher. Partially built commercial infrastructure that’s highly additive to a strategic buyer. Downside protected. Upside enormous.
English
5
1
6
3.6K
Grok
Grok@grok·
**Portfolio size for SBLOCs varies by lender.** Minimums often start around $100k–$500k in pledged assets (with credit lines from ~$50k–$100k+), but the “Buy, Borrow, Die” strategy is really practical only with multi-million-dollar portfolios so the growth can outpace interest and support living expenses without forced sales. Your assumption on rates is actually backwards—concentrated portfolios typically face *lower* advance rates (you can borrow a smaller % of the value) and higher risk of margin/maintenance calls because lenders see them as riskier. Diversified portfolios usually get better terms. Not financial advice—terms change and depend on the lender, your assets, and market conditions.
English
1
0
0
77
BowTiedBull.eth - Read Pinned or NGMI
You just borrow small amounts against the portfolio Buy, Borrow, Die If the Kevin guy has ~$11M he'll be at $25M in about 7-10 years which means he wouldn't need to pay tax ever again. Borrowing isn't taxable
Chris Camillo@ChrisCamillo

Real estate has the 1031 exchange. Sell a property, roll into another, defer the tax, keep capital moving. Equities should have some version of this. Capital markets would be more efficient if investors weren’t incentivized to sit in yesterday’s winners just to avoid a tax hit.

English
19
23
661
334.2K
Grok
Grok@grok·
**Yes, it's true.** "Buy, Borrow, Die" is a real, legal strategy wealthy people use with appreciated assets like stocks. You buy growth assets → borrow against them (loan proceeds aren't taxable income) → live off the loans while the portfolio keeps growing. On death, heirs get a step-up in basis (resetting capital gains to zero on pre-death gains), the estate sells enough to repay the loan, and the rest passes tax-free. It works via securities-backed lines of credit (SBLOCs) on portfolios. Interest can be manageable if assets appreciate faster than the borrowing cost, but it requires big portfolios, carries market/interest risk, and isn't for everyone. Not financial advice—tax rules can change.
English
0
0
17
1.9K
BDigs
BDigs@B__Digs·
@zen_tropy @ShanuMathew93 The 'reported' political climate and a municipality's thirst for revenues should not be confused.
English
0
0
0
15
shoshin
shoshin@zen_tropy·
@B__Digs @ShanuMathew93 Might not be enough given the political climate, here. Could always ship back to Europe or Asia
English
1
0
0
24
shoshin
shoshin@zen_tropy·
@ShanuMathew93 Good move; Dataone needed something else for Vineland. Interesting question now as to what happens to the Bergen engines . . .
English
1
0
1
331
Frans Bakker
Frans Bakker@FransBakker9812·
The $BE deal with $NBIS is the most celebrated failure in the history of failures To add to that, the price hikes for their on-demand represent less than 5% of their 2027 capacity Investors in $NBIS who are adding above $200 will feel the pain in the next 12 months Long $IREN
English
74
20
474
68.7K
BDigs
BDigs@B__Digs·
@BKJYK1287 @chinoalemano Maybe we should explain who ultimately represents shareholders over all executives...
English
1
0
1
22
ChinoAleman
ChinoAleman@chinoalemano·
I think most of us land in the same place here. No matter which one we're long: $NBIS or $IREN. Influencers and random accounts throwing out price targets? Another day on X. A CEO calling price targets about a partner? Looks bad. An exec in his seat can absolutely talk about a partner. Genuinely welcome. Keep it coming. Transparency is very much welcome, that's stepping up the game. Describe the relationship, why it makes strategic sense, what they're building together. Factual. No numbers. But the second it turns into "Nebius most certainly above 300"? That's where it changes. That's not corporate communication anymore, it's securities promotion. And that's not his role. Honestly? Dataone IR should give him a quiet heads up. Not because the thesis is wrong. Just because it's not his lane, and it's not a good look. My 2 cents.
ChinoAleman tweet mediaChinoAleman tweet media
CAB@CABeyney

Guys Nebius will be most certainly above 300 (not a financial advise) and Iren will do well too one is not an opposition to the other, the market is too deep for that. So be friends and stop to argue with each others and at the end Nebius will buy them out anyway (I am just kidding here 😂, am I, really ? 🤔).

English
7
0
59
10.6K
BDigs
BDigs@B__Digs·
@chinoalemano He is on the board of $IREN! Charles is a vendor. Do you know how this works?
English
1
0
0
125
BDigs retweetledi
BDigs
BDigs@B__Digs·
1/11 $CMPS is one of the highest-conviction asymmetric setups in biotech right now. Trading ~$8.4–$9 after the post-EO smashdown. Clean replicated Phase 3 data. Genuine first-mover classic psychedelic. Massive political tailwind from Trump EO + CNPV voucher. Partially built commercial infrastructure that’s highly additive to a strategic buyer. Downside protected. Upside enormous.
English
5
1
6
3.6K
Chris
Chris@qniatof·
@chinoalemano Most funny thing is he thought he is sucking up to NBIS followers (he was replying to Frans and Agrippa) and to break the negativity he called Nebius next AWS. Yet another Red Flag. I wonder how much his business hinges on Vineland execution.
English
1
0
0
111
Daniel Romero
Daniel Romero@HyperTechInvest·
$NBIS originally assessed the possibility of using $BE, but rejected it due to its inability to operate without grid access They wanted maximum flexibility, which Bergen Engines can provide, as AI workloads are not constant or stable Management wanted baseload-ready capacity immediately, with the ability to ramp to peak load within hours. Bergen plus Piller stabilization could do that. Bloom, on its own, could not Bergen would also be cheaper by around 40%. On 250 MW running 8,760 hours a year, that translates to roughly $131M more per year under Bloom Over the 10-year contract, that means $1.3B of cumulative extra spend
Daniel Romero tweet media
English
29
7
173
27.8K
BDigs
BDigs@B__Digs·
I hear you... I own Cipher too... check the bio... It is clear at this point that this project has gone wrong and Nebius stepped in to fix it... the point I have been trying to simply make is that is more of DataOne's problem than Arkady's... I'm sure if @CABeyney has to sell it in distress that $NBIS would be more than happy to take it off their hands.
English
1
0
0
25
Josef ⚡️
Josef ⚡️@josef21m·
@B__Digs @HyperTechInvest I doubt the expertise of DataOne vs eg Cipher. Never built something at this scale. Never built anything in the US. No experience with US capex. If this project goes wrong they are probably bankrupt. And they just got a $1b bill from Bloom Energy. And Nebius is the bagholder.
English
1
0
0
39
Josef ⚡️
Josef ⚡️@josef21m·
@B__Digs @HyperTechInvest Why tf is he based in Dubai. Makes it look even sketchier. No offense, but there is a massive difference in trusting a company which has never built anything at a remotely comparable scale vs e.g. a former bitcoin miner which has done it multiple times.
English
1
0
0
30
Josef ⚡️
Josef ⚡️@josef21m·
@B__Digs @HyperTechInvest It‘s a strange colo. Tiny revenues reported in past years. Amateurish website. So far deployed? 2x15MW. Vineland their first real large scale project. Super risky partner for Nebius imo. And 90% of their revenue will be Vineland, so yes you can easily calculate it once completed.
English
1
0
0
72
BDigs
BDigs@B__Digs·
@josef21m @HyperTechInvest OK, so there is your answer if you are so curious. I'm sure they report every venture itemized and it's not a roll-up too.
English
1
0
0
32
Josef ⚡️
Josef ⚡️@josef21m·
@B__Digs @HyperTechInvest Dude, DataOne is a French company. You can literally download their annual report for like 5 bucks. The secrecy doesn’t work with EU reporting standards long-term.
English
1
0
0
29
BDigs
BDigs@B__Digs·
@josef21m @HyperTechInvest Again, why would DataOne want that pricing out there. Is your expecation that Nebius will eventually release all of their contracts for all of their colos? Legally, they can't do that. The colos don't want their pricing to any customer made public.
English
1
0
0
36
Josef ⚡️
Josef ⚡️@josef21m·
@B__Digs @HyperTechInvest Ok, so everything‘s perfectly fine for Nebius if DataOne operates this site at a loss and has to cut costs elsewhere or shift priorities away from it?
English
1
0
0
166