Capybara Stocks

Crypto stocks will overtake neoclouds going forward in Q2. Mark it.

If this is true. It is very material. Although. We all remember the last time they have done the same.

@capybaraReform My buy was at 1.12. Just FYI.

Whenever @capybaraReborn invests, we will see if he causes the stock pick to crash or the market in general. Last buy: 250,000 shares of $ORBS 3/26 before market opened, probably at ~ $1.21. After a multi day bull run, his $ORBS could have hit green today for the first time.

What stock should I be looking at and why?

I’m back on Reddit 😎

It’s likely today will be a good day in hindsight to get out of $FRMM on volume. Something is wrong there.

@DamianBrad24715 Doubt it. Probably low volume so ATM activity limited. It’s when volume picks up that it drops.

@capybaraReborn On another note, I think JetAI may have started buybacks.. I mean, it would make sense to do so before any potential merger. It's had a good run today so far.

Probably a good point in time to trim $IREN exposure

@navajav5227 Funny thing is. If you bought what you said you did. You’re basically down heavily on your short. You do you though

@capybaraReborn Lmao 🤣 bulls already selling ? Yesssss

@Ny_Jets__ Likely is upside yes.

@capybaraReborn Trim on your own brodie. It's got another run in it

@billgrass1 @forummarkets @ManningCapital_ @DamianBrad24715 @bpemble @funfactonstocks It’s not that they don’t know this. Of course they do. Something is underway and not looking good for shareholders.

@capybaraReborn @forummarkets Exactly right Capy. It makes no sense! At these prices the discount to NAV is huge. No other capital allocation decision would generate higher returns than the buyback of shares! @ManningCapital_ @DamianBrad24715 @bpemble @funfactonstocks @forummarkets

Tokenization presents a transformative opportunity to address inefficiencies in settlement and securities processing workflows, while preserving the trust, stability, and regulatory rigor that underpin well-functioning markets Q&A: How Tokenization Can Modernize Capital Markets nasdaq.com/newsroom/qa-ho…

@fundstrat @BitMNR I would have never thought you’d get on a roll like you did. SBET really looked like the clear winner until it all changed. Congrats on the win, I’ll be the first to admit it!

Congrats Bitmine team @BitMNR for reaching 4% of $ETH coin supply!!! - on track to reach 'the alchemy of 5%' $BMNR

$IREN continues to underperform by 30-35% all other neoclouds and remain the cheapest one on the block. It seems the underperformance is primarily driven by the lack of deals with customers and the overhang of the ATM which was arguably very poorly timed. @danroberts0101 when can shareholders expect to see something from the company? You can’t be happy about your shares trading at 35-40% discount to other neoclouds either especially if you’re raising?

@ArkticLight If you’re not selling equity, that doesn’t matter. But for businesses that run ATM, it does as the stock becomes a product of the company as well

@capybaraReborn If you read a lot of "investors" messages, you can see that today people mostly think that this is a fast game - they are not willing to wait, when they notice that some other stocks go up 100% and IREN stays flat - they do no do deep DD...

This is a valid question. Where does the selling pressure in $IREN come from. It is entirely possible an ATM is actively running at this point given the severe underperformance.

@BitcoinAIGuy Not really Even hyperscaler market is up

@capybaraReborn Everyone isn’t saying this. Few are.

Dear $IREN community, It is with deep sadness that I must admit, I came close to not being bullish enough this week. I confess… I was about to buy more bitcoin this week, I almost did, but instead I decided to stop choosing safety, security, and absolute scarcity and decided it was time to man up and take the calculated risk of adding to my largest equity position, $IREN, which is trading at a 70-80% discount to its fundamentals. Dear Bitcoin community, my brothers and sisters in Satoshi, I have been a HODLer for more than a decade. I am not selling Bitcoin. But I will not be adding Bitcoin exposure this week. I believe I can, once again, multiply my Bitcoin purchasing power by adding to the strongest name in AI infrastructure, and the most misunderstood leader in AI Cloud and AI Data center market. I understand the execution risks. But I believe this is the smart move, but not the easiest. Capturing alpha never feels easy in the moment—this is why Few Ever Win in the public markets. This is no time for safety. This is no time to play defense. I am playing offense, and I play to win. I am both the man in the arena and still the hardest working miner in the trenches. Few

$NBIS up 33% in 5 days. $CIFR up 30% in 5 days. $WULF up 31% in 5 days. $IREN up 9% in 5 days. @danroberts0101 market needs clarity. IREN needs strong equity performance for access to capital. It’s not noise, it’s an issue that needs to be addressed for long term success. All the ingredients are there. We’re watching 👀

@rufflife222 Really looks like it. Although volume low.

@capybaraReborn Dan loves his ATMs. Gaslit everyone by saying they ‘don’t need to use it’ and then has been using it every green day to kill the rally. Horrible decisions with zero explanation and no deals.