lil retard

27.2K posts

lil retard banner
lil retard

lil retard

@comic

don’t listen to me I’m retarded

Katılım Ağustos 2012
1.9K Takip Edilen4.3K Takipçiler
lil retard retweetledi
Watcher.Guru
Watcher.Guru@WatcherGuru·
$BIRD is now up over 850% today
Watcher.Guru tweet media
English
89
69
909
149.7K
DenitoBembito
DenitoBembito@DenitoBembito·
Man I forgot about this guy. Let’s drag him for a bit 😎
lil retard@comic

@StrategyMaxi Yeah that isn’t happening. You need to learn how to do basic math. They’ll be lucky to raise $500m in 2026.

English
1
0
0
257
Zynx
Zynx@ZynxBTC·
This is a beautiful looking chart. The 250-day moving average for $STRC has been in an uptrend since launch. The gap between the 50 and 250-day moving averages demonstrates increasing strength over time. For the first 14 days of April, it closed at par ($100) every single day. It is not a surprise that a product that holds its value and delivers 11.5% yield is one of the best in the market right now.
Zynx tweet media
English
2
3
70
2.6K
Mark Harvey
Mark Harvey@thepowerfulHRV·
$SATA 13% dividend
Mark Harvey tweet media
English
6
9
109
3.3K
The ₿itcoin Therapist
The ₿itcoin Therapist@TheBTCTherapist·
So Michael Saylor buys over 20,000 Bitcoin worth $1.5 billion in 2 days by himself and price is still only at $74,000. And you don’t think we need to be worried about paper Bitcoin? Math doesn’t check out.
English
152
31
855
65.1K
André Dragosch, PhD⚡
André Dragosch, PhD⚡@Andre_Dragosch·
Don't know who needs to hear this but Strategy doesn't hold more bitcoins than $IBIT just yet. It's still shy by ~2k BTC but will likely surpass it TODAY. $IBIT: 796,857 BTC $MSTR: 794,661 BTC (Data as of 14/04/26 - includes the latest estimates by @STRC_live) 🍿🍿🍿
André Dragosch, PhD⚡ tweet media
English
6
12
61
3.6K
TJTheWheelDeal
TJTheWheelDeal@TJTheWheelDeal·
What are some legitimate tax write offs? I’m looking to repurpose money since the government will only squander it anyway. Give me some legitimate ideas folks :)
English
60
6
97
19.6K
100% Strategy
100% Strategy@StrategyMaxi·
Strategy got Extremely Lucky? No. Execution is Answer. Raised $5B in 2026 after this week, x10 more than @comic thinking Strategy raising $500m from $STRC being impossible. Silence the Bears - Saylor
lil retard@comic

@StrategyMaxi Yeah that isn’t happening. You need to learn how to do basic math. They’ll be lucky to raise $500m in 2026.

English
7
4
22
1.9K
lil retard retweetledi
unusual_whales
unusual_whales@unusual_whales·
JUST IN: Tim Cook of Apple, $AAPL, has bought more than a $1 million in Nike, $NKE, stock
unusual_whales tweet media
English
162
169
2.3K
337K
lil retard retweetledi
Evan
Evan@StockMKTNewz·
Nike CEO Elliott Hill just spent $1 Million to buy 23,660 shares of $NKE stock
Evan tweet media
English
56
82
975
1.4M
lil retard retweetledi
Milk Road AI
Milk Road AI@MilkRoadAI·
The man who turned 225 million dollars into 5.5 billion dollars explained on camera exactly why he made his biggest bet. This is Leopold Aschenbrenner, the same person whose Bloom Energy position is now worth close to 2 billion dollars after Oracle's 2.8 gigawatt fuel cell deal laying out the power math that drove every investment decision his fund has made. In 2022, the GPT-4 training cluster consumed roughly 10 megawatts of power and cost about 500 million dollars. AI compute has been scaling at roughly half an order of magnitude per year meaning the largest training cluster doubles in power requirement every 12 to 18 months without stopping. By 2024, the largest cluster was approximately 100 megawatts, the equivalent of 100,000 high-end GPUs and costs in the billions. By 2026, right now, the leading training cluster requires a full gigawatt of continuous power and that is the output of a large nuclear reactor. By 2028, the projection reaches 10 gigawatts, more electricity than most US states generate in total. By 2030, the trillion-dollar cluster, 100 gigawatts, over 20 percent of everything the United States currently produces in electricity, consumed by a single AI training installation. And that is just the training cluster. Inference, the continuous compute required to actually run AI products for hundreds of millions of users requires multiples of that on top. Meanwhile, total US electricity production has barely grown five percent over the last decade and the grid was not built for this. And the transformer shortage, the switchgear backorders, and the canceled data center projects that are making headlines right now are the first visible symptoms of a power system hitting a wall that Aschenbrenner saw coming years before the rest of the market. This is exactly why he built a 875 million dollar position in Bloom Energy, a company that generates electricity directly at the data center site using fuel cells, completely bypassing the grid bottleneck that is already stopping half of all planned US data centers from opening on schedule. The thesis was never complicated. The bottleneck in AI is not the models, not the chips, and not the software. The bottleneck is whether civilization can generate enough electricity to run the machines fast enough to matter.
Milk Road AI@MilkRoadAI

This is WILD A 24 year old who got fired from OpenAI just turned 225 million dollars into 5.5 billion dollars in under twelve months by betting on something the entire Wall Street AI trade completely missed. Leopold Aschenbrenner ran safety research at OpenAI until the company let him go. He then wrote a 165 page essay arguing that AGI was arriving faster than any investor understood, and that the people who would win were not the ones who owned the best AI model. They were the ones who owned the electricity. That thesis became a hedge fund called Situational Awareness LP, and his Q4 2025 SEC filing reveals one of the most concentrated bets in modern financial history. His largest single position is an 875 million dollar stake in Bloom Energy, a fuel cell company that generates power directly at the data center site, bypassing the power grid entirely. One of our analysts at Milk Road called this exact play two months ago, took a massive position in Bloom Energy, and it is already up over 40 percent. After Bloom announced a 2.8 gigawatt fuel cell deal with Oracle this week, the stock surged 15 percent in a single after-hours session and that 875 million dollar position is now worth close to 2 billion dollars. His other major positions follow the same electricity-first logic, 700 million dollars in CoreWeave, a massive short on Infosys betting that AI coding agents destroy the outsourced IT business, Intel call options printing multiples on a 53 percent run And a 10 percent stake in Core Scientific, a Bitcoin miner converting its power infrastructure into AI data center hosting. The entire Wall Street AI trade was piled into model companies and chip companies. Aschenbrenner looked at the same thesis and concluded the real bottleneck was whether the power grid could deliver enough electricity to run the models. He was right, and the returns are public record. Our analysts are finding the next plays before they make headlines. If you want access to the full thesis and what we are watching right now, go PRO. Link below!

English
69
201
2.9K
1.1M
Mark Harvey
Mark Harvey@thepowerfulHRV·
$MSTR is likely topping up the USD reserve as we speak. The current $2.25B reserve is enough to pay dividend for 21.8 months. To bring the reserve back to 36 months, Strategy needs to raise $1.5B+ likely via the common ATM. This would result in a USD reserve of $3.75B.
Mark Harvey tweet media
English
3
5
127
4.3K
lil retard retweetledi
Derin Olenik
Derin Olenik@BigpictureBTC·
Strategy (MSTR) Preferred Dividend Burn Math. The Bottom Line: At its current growth rate, Strategy will exhaust its $2.25B preferred dividend reserve in 9 to 10 months. If ATM issuance continues compounding at this pace, dividend obligations will hit nearly $700 Billion in 2.5 years. Even if the $MSTR share price skyrockets back to its previous all-time high of $543, the company would still have to dilute common shareholders by nearly 400% just to pay the preferred yields. Here is the exact math using official SEC filings and live corporate dashboards. 1/ The Starting Line Feb 5, 2026: Q4 Earnings 8-K announced a $2.25B USD Reserve (effective Feb 1) to fund "2.5 years" of preferred dividends. Today is April 13, 71 days later. 2/ STRC Variable Burn STRC obligations grow dynamically via ATM issuance. •Feb 1: $3.4B Notional at 11.25% yield = $1,047,945/day. •April 13: $6.357B Notional at 11.50% yield = $2,003,142/day. •71-Day Average Cost: $1,525,543/day. Total STRC burned: $108.31M. 3/ Fixed Preferred Burn Based on Form 424B5 and Q4 filings: •STRE: ~$716.8M USD notional at 10% = $196,383/day. •STRD: $292.4M notional at 10% = $80,109/day. •STRF: $202.6M notional at 10% = $55,506/day. •STRK: $50.0M notional at 8% = $10,958/day. Total Fixed Burn ($342,956/day * 71 days): $24.35M. 4/ Remaining Cash Reserve Starting Reserve: $2,250,000,000 Less STRC Burn: -$108,310,000 Less Fixed Burn: -$24,350,000 Current Reserve: $2,117,340,000 ($2.117B). 5/ Exponential Depletion STRC grew from $3.4B to $6.357B in 71 days (86.9% absolute growth). Compound Monthly Growth Rate (CMGR): (6.357 / 3.4) ^ (30 / 71) - 1 = 30.06% monthly compounding. If 30.06% growth continues, starting with today's $71.36M monthly burn and $2.117B reserve: •Month 1: $71.3M burn ($2.04B left) •Month 4: $144.5M burn ($1.69B left) •Month 7: $305.7M burn ($933M left) •Month 9-10: Reserve exhausted. 6/ Cost to Regain 2.5-Year Runway What is the cost to refill a 30-month reserve? •Static (Stop Issuance): 30 months requires $2.14B. With $2.117B left, the deficit is $23.8M. Requires issuing 183k common shares at $130. •Dynamic (30.06% Growth Continues): The sum of 30 months of compounding dividend obligations is $699.7B ($699.4B STRC + $0.3B Fixed). Deficit: $697.6 Billion. 7/ The Price Target Illusion Strategy bulls will argue that the share price will be much higher by then, making the dilution negligible. Let's run the math on raising that $697.6 Billion deficit against a current float of roughly 333 Million outstanding shares. Here is the exact dilution required to pay the 30-month dividend bill at higher price targets: •At $130/share: 5.36 Billion shares issued (1,609% dilution) •At $200/share: 3.48 Billion shares issued (1,045% dilution) •At $300/share: 2.32 Billion shares issued (696% dilution) •At $400/share: 1.74 Billion shares issued (522% dilution) •At $500/share: 1.39 Billion shares issued (417% dilution) •At $543/share (Previous ATH): 1.28 Billion shares issued (386% dilution) Conclusion: Even in a hyper-bull scenario where MSTR reclaims its previous ATH of $543 per share, maintaining this 30% monthly ATM growth rate requires nearly quadrupling the outstanding share count just to pay the preferred dividends. If ATM issuance halts, Bitcoin accumulation stops. If issuance continues, the math dictates hyper-dilution regardless of the stock price. Unless he starts selling their BTC in which case the narrative and model collapses… It seems a vast majority of MSTR shareholders don’t understand what they’re cheering for. From a common shareholders perspective, $STRC should not be viewed as Digital Credit, but rather Digital Kamikaze….
Michael Saylor@saylor

Strategy has acquired 13,927 BTC for ~$1.00 billion at ~$71,902 per bitcoin and has achieved BTC Yield of 5.6% YTD 2026. As of 4/12/2026, we hodl 780,897 $BTC acquired for ~$59.02 billion at ~$75,577 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

English
124
40
246
169.7K
lil retard retweetledi
Crypto Rover
Crypto Rover@cryptorover·
Michael Saylor just built a $1.2 billion yearly dividend bill on a business that makes no money. And it's getting bigger every month. Strategy has issued $11.3 billion of preferred stock across 5 different series since January 2025. The rates are brutal: 8% to 11.5%. Here is what he owes every year: - STRC: $731M at 11.5% - STRD: $135M at 10% - STRF: $128M at 10% - STRK: $112M at 8% - STRE: $89M at 10% Total: $1.2 billion per year. In cash. Forever. The software business? It lost $112 million in free cash flow last year. It cannot pay a single month of these dividends. So where does the money come from? Issuing new MSTR shares. Every dollar of dividends is funded by printing more common stock. Saylor has pre-funded the next 2 years with a $2.25 billion cash reserve raised from share issuance. But new preferred stock is being issued every single week. The reserve will run out. And there is still $30.5 billion of preferred capacity left. If he uses it, annual dividends could hit $4 billion per year. On April 12, Saylor said Bitcoin only needs to grow 2.05% per year to cover everything. The math is correct. But dividends are paid in cash. Bitcoin appreciation is not cash. To turn Bitcoin gains into cash, he has only 3 options: 1. Sell Bitcoin (he has promised never to do this) 2. Issue more MSTR shares (destroys shareholder value when stock trades below NAV) 3. Turn off dividends (STRF and STRE dividends escalate to 18% if unpaid) Right now MSTR trades at 0.79x its Bitcoin NAV. A 21% discount. This means every new share issued destroys Bitcoin per share. The flywheel that worked on the way up is now running in reverse. There is also $6.8 billion of convertible debt with holder put options exercisable by September 2028. If the stock stays low, bondholders can demand cash repayment. The reserve cannot cover both dividends and puts. The breakeven was 1.5% in February. It is 2.05% today. At current issuance pace it could be 3.4% by year end. The number Saylor presents as fixed is actually rising every month. Bitcoin does not appreciate at 2.05% per year in a straight line. It goes up 300% then crashes 77%. Dividends are due every month regardless of where Bitcoin is in the cycle. This is a timebomb. It does not need Bitcoin to fail. It only needs Bitcoin to be volatile on a timeline that meets $1.2 billion in annual cash obligations.
Crypto Rover tweet mediaCrypto Rover tweet media
English
151
83
496
91.3K
lil retard retweetledi
Cited
Cited@cited·
yesterday while I cooked dinner for my son, he was so mature and said, "one day i’ll help you with bills, groceries, and expenses." my eyes teared up he’s a 33 year old crypto trader
English
704
4.3K
78.2K
1.1M
Zynx
Zynx@ZynxBTC·
Still waiting for the stories of people taking out a mortgage on their home to buy Strategy's STRC. Essentially any leverage that can be taken below 11.5% offers a wonderful arbitrage opportunity. Borrow $500k at 5% and pocket the delta versus STRC. Let the games begin.
English
34
18
361
18.5K
lil retard
lil retard@comic·
@GddxJhff Is that what the kids say when they’re down bad instead of up big
English
1
0
0
20
Zynx
Zynx@ZynxBTC·
Metaplanet should up their amplification ratio from 13.2% to at least 30%. For context, Strategy are at 34% and Strive at 43.6%. The best way to get there is through Preferreds but if that's still some way off, traditional leverage works in the meantime. Lots of juice left.
Zynx tweet media
English
9
13
180
8.4K