Cbone
181 posts


@barstoolspringb Bad actors no chance they didn’t discuss before.. at this point their careers depend on it
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Steph Curry had NO IDEA his clutch 3 even went in.
He asked a fan if he made it.
x.com/30Walkemdown30…
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Allbirds sold its brand to the company behind Ed Hardy for $39 million.
Then announced it’s becoming an AI company. Stock went up 600% in a day.
Here’s what’s actually going on-
> They didn’t pivot the company. They sold the company: the name, the IP, everything, kept the empty Nasdaq shell, and stapled “AI” to it. You’re not buying Allbirds. You’re buying a ticker.
> They filed to legally strip the environmental obligations from their corporate charter. The certified B Corp that built its entire identity on sustainability is removing “environmental conservation public benefit” from its founding documents ( in a filing) to run energy hungry servers.
> The $50M backing this is a convertible note from an investor nobody will name. Convertible notes dilute every existing shareholder when they convert. The conversion terms still haven’t been published.
> The deal hasn’t closed. Shareholder vote is May 18. The stock moved 600% on a press release for a transaction that isn’t actually done.
> The CEO spent 40 years in outdoor apparel (North Face, Mountain Hardwear, Patagonia) He has never worked in tech and is now running a GPU leasing company.
This is a $4 billion company that was sold for $39 million to Ed Hardy’s parent and reborn as an AI stock overnight.
Long Island Iced Tea did this in 2017. Called itself Long Blockchain. Up 380% on the day. SEC charged insiders. Never built anything. Delisted.
Same playbook. Read the filing - not the headline.
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THIS IS INSANE.
Allbirds is now up 910% in a single day, adding $143 million to its market cap.
Yesterday it was just a $22 million company that was about to shut down forever.

Bull Theory@BullTheoryio
BREAKING: A shoe company's stock is up 430% today after announcing it is ditching shoes and becoming an AI company. Allbirds, once valued at $4 billion sold its entire shoe business for $39 million and is rebranding as NewBird AI. They plan to buy GPUs and rent out computing power to AI developers who cannot get access through Amazon or Microsoft. This is a company that was days away from shutting down completely. One AI announcement changed everything. The AI compute shortage is so real that a dying shoe company just became an AI infrastructure play overnight and the market gave it a 430% gain in a single day.
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@amitisinvesting I think it’s more so waiting to see if this news changes before market open tomorrow. If no change then we will go lower tomorrow
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Futures were ugly. Now they aren’t as ugly.
I wonder if the market might be holding back from pricing in the worst.
More escalation, higher oil, bad for stocks.
Trump has obviously escalated with the blockade.
S&P really not acting like he did…maybe tomorrow morning is when the real action begins but there may be a world where the markets, once again, believe Trump is using this to negotiate and are willing to give him the benefit of the doubt to enter “Round 2” of negotiations.
If we full on escalate at the Strait and start fighting back and forth, it would feel bearish. Trump’s posts make you think that would happen.
The market…which just pulled a +7% move in 2 weeks and took many sectors down like SaaS, might not easily just give back that gain because of the amount of people willing to 1) buy oversold sectors like $IGV and 2) bet that Trump doesn’t go all the way.
Do you think we go back to March 30th lows?

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@MarketMatrixs It’s everywhere.. people realize that last Monday/Tuesday dropping nukes was on the menu
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@Borg_Cryptos lol this post is everywhere we were in a worse spot last Monday when nuclear war was being threatened
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@YodaStockInvest Not really, it will be below 8 tomorrow and yes I am a shareholder
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@PeterSchiff Israel fucked it by sabotaging the ceasefire within hours
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