Jan

@ConvexDispatch @Jaydwade1688 Tom L. never forget to mention how expensive DeMark is...

@CraftJan0 @Jaydwade1688 Really good guess !

Just went through the latest BitMine 10-Q that dropped after market yesterday so you don’t have to. A lot of you keep asking me about the dilution and share issuance. If you are $BMNR $MSTR $BTC $ETH investor, read on! This form helps answer those questions pretty well and lays out the share count clearly. Share count went from roughly 232 million at end of August 2025 when the big ATM program launched, to 494 million by February 28 and now 537.6 million as of April 13. That means over 305 million new shares issued in about 8 months the float has more than doubled. That’s the dilution, but that’s technically what you get when you’re scaling this aggressively like a VC analyst would push for to build a massive ETH treasury fast. Quick recap from the filing and the April 13 update: BitMine is holding around 4.875 million ETH plus a bit of BTC, cash sitting at about 719 million, and some moonshots. Total crypto plus cash plus moonshots at 11.8 billion. Staking revenue is already showing up nicely and the balance sheet stays super clean with basically zero debt and strong liquidity. Right now with current market prices the mNAV comes in at around 0.93x. That definitely presents a great accumulation zone in my view. The BitMine play is straightforward. Once Ethereum starts to go up in price these are exactly the assets you want sitting on the balance sheet watching that upside compound with the staking yield on top. Of course it is still subject to Ethereum in which I am still short-term slightly very short-term cautious but very long-term bullish. Especially did not like how the broader market really ripped while Ethereum and Bitcoin stayed somewhat flat despite such strong demand from MicroStrategy hammering the preferred BTC buys. That is something I am kind of watching closely. That is the BitMine thesis for me right now. Slightly undervalued accumulation zone with huge long-term convexity to ETH. What do you guys think? Disclosure: I am long BMNR and still adding on dips.

@chadwahl Didn't Antropic had a solution for this use case? Asking for a friend... 🫶

“You did in 14 hours what would have taken 7 figures and a year for us to do” - a CTO at a Palantir agentcamp

@Jaydwade1688 @ConvexDispatch Could be paying Tom De Mark

@ConvexDispatch Do you know what's causing the 75M General and admin expense? If that continues that'd be 300M a year

@JackPrescottX I think my new best friend in the coming months will be the AIP assistant 🤣

@CraftJan0 It’s a game changer

@JamesEastonUK I would be happy with the first red line

$ETH 🔷 I'd be happy with the first blue line tbh.

@JackPrescottX @Jaycarriage Yeah, I got my AIP account up also. I have zero knowledge in coding and decided to invest the next years to get the capabilities to use this blaaackbox. 🫶

@Jaycarriage It’s an honor.. thank you 🙏🏻 Palantir doing wonders both as an investment and using the software, haha

@Badie912 Let's not forget, that that only will be the case if Ethereum is at 2250$

$bmnr annualized staking rewards will be over $300 million annually when all of the $eth they currently have is staked. That is profitability. Imagine how high this number balloons to when $eth price improves. It will be one of the most successful companies in the world. Management executes each and every week!

@aktien_max Is doch diversifiziert. Mind. 6 Positionen hast du.

Diversifikation ist die Entschuldigung derer, die nicht genug Überzeugung haben. Daher stecken 80% meines Portfolios in nur 5 Aktien: $PLTR baut das Betriebssystem für datengetriebene Entscheidungen in Behörden & Unternehmen. $GOOG kontrolliert die KI-Wertschöpfung von eigenen TPUs & Rechenzentren bis zu End-Applikationen wie Search & YouTube. $TSLA baut die Infrastruktur für KI in der realen Welt (außerhalb der Cloud) für autonomes Fahren und Robotik. $HIMS nutzt eine lernende Gesundheitsdatenbank, um personalisierte Behandlungen skalierbar zu machen. $AMD skaliert High-Performance-Computing effizient & flexibel dank Chiplet-Architektur für viele Bereiche. Jede davon löst mindestens ein strukturelles Problem der nächsten Dekade. Welche Aktie fehlt hier noch?

@Badie912 @Clays26 Buyback programm was also officially terminated last earnings report

@Clays26 Did not know this.

$pltr should be doing buybacks at these levels. We know they have plenty of cash.

@_mujanovic_m @TenbaggerAktien Narrativ ändert sich spätestens nach dem nächsten earnings call

@TenbaggerAktien Der Antropic wird ganz vielen Software Unternehmen langfristig schaden zufügen. Palantir inklusive. Der Narrativ und Momentum sind derzeit sehr schlecht für Palantir. Der wird wahrscheinlich die Lows von April letzten Jahres retesten.

Wenn $PLTR Palantir auf 100€ fällt, kaufe ich die erste Position.

@arny_trezzi @em013L Haha that's crazy 🔥✌️👌

@em013L This is no joke lol

$PLTR Holy shit, Trump's most recent Truth Social post is a banger

@PLTRs_Palantir 🔥🦾🫶 immediate deployability

Palantir wins sole source contract for FAALC Data Modernization and AI Integration (been waiting since January) Palantir Technologies Inc. possesses unique, proprietary knowledge of the FAA-configured Foundry environment, including system architecture, data integrations, and operational workflows. No authorized third-party resellers or support providers are approved to operate within this environment. As such, only Palantir Technologies Inc. can provide the required licenses, technical support, and continuity of services without degradation to existing capabilities. Based on the foregoing, the FAA has determined that Palantir Technologies Inc. is the only responsible source capable of fulfilling the requirement without unacceptable risk to cost, schedule, and performance. Award to any other source would result in mission disruption, increased costs, and delays that are not in the best interest of the Government. A Market Survey (MS) 6973GH-26-R-Data was issued from January 21, 2026 through February 4, 2026, receiving 51 total responses. Evaluation results were as follows: • 10 vendors met the general scope requirements • 2 vendors demonstrated sufficient capability for further evaluation However, Palantir Technologies was the only vendor demonstrating: • Established integration with FAA enterprise systems including Delphi, PRISM, IFS, E2, UTBS, Checkbook, DCRS, and Smartsheet • Demonstrated familiarity with FAA mission workflows and data governance frameworks • Immediate deployability without significant design or development phases Other technically acceptable respondents proposed custom development solutions or secondary tool integrations, which would introduce significant schedule risk, higher lifecycle costs, cybersecurity complexity, and operational disruption. Based on the results of market research, technical evaluation, and operational requirements analysis, the FAA has determined that Palantir Technologies Inc. is the only responsible source capable of meeting the agency’s minimum needs for enterprise data integration, analytics, and collaborative data capabilities required by AJW-L. Awarding this requirement to another vendor would result in substantial duplication of costs to the Government and unacceptable delays in fulfilling mission requirements due to the need to replace or redevelop existing integrations, migrate operational datasets, and retrain personnel currently using the standardized platform.

@LocktimusSlime Someone got hand on the report?

$ABCL Debanjana Chatterjee, 5-star analyst for JonesTrading, initiated a new buy position with a price target of $11

@Algo_Stoney I give a shit✌️

Meanwhile $ABCL CEO and CFO continuing to load shares and nobody gives a shit 🤣

@trendvester @BMNRTracker @fundstrat Or estimated share count is wrong

@BMNRTracker They raised the other $51 million through issuing shares. below mnav, these are criminals! @fundstrat when will u report to jail, scamer!

After the recent update, $BMNR announced that they bought 71,252 $ETH. This costed an estimated $148 million. $97 million came from the cash pile. They raised the other $51 million through issuing shares. My current estimated sharecount is 537 million shares Within the next week, we should get the next 10-Q which will give us an accurate share count because they must be trading at a premium to their NAV if they are issuing shares. Like I have said before, it is hard to account for employee stock based compensation and other stock option benefits. In order for BMNR to be trading at a 1.00 MNAV, they would need to have about 570 million shares outstanding. I would expect the next 10-Q to disclose over this amount.

@DividendRob You could have bought 3 years ago and be up 2000%

Are you telling me i could have just bought Palantir 2 years ago and be up 547% !?!

@1000xStocks I will. 4 years in already

$PLTR is trading at roughly 2,500% the valuation of the average S&P 500 company! That’s extremely high, even for a growth stock. But here’s why people still buy it: • 5 years → +530% returns vs S&P 500 ~63% • Revenue growing ~70% YoY • US business growing even faster (+137%) They’re also landing big government contracts. But here’s the concern: Forward P/E is still 113x So you’ve got very strong growth… but a very high price. CEO Alex Karp has argued that these metrics are meaningless for his company. Would you hold $PLTR for the next 10 years?

@TankerTrackers Partially Laden because of the depth perhaps

We forgot to mention the obvious: These are the first two sanctions compliant VLCC supertankers we believe have departed via the SoH since 2026-03-01; as well as the first LNG tanker. There is a chance that the LNG tanker is empty because it says "partially laden" on AIS.

At least three Oman-bound tankers are making their MEGXIT today via the Strait of Hormuz. They are the DHALKUT (9888601), laden with 2 million barrels of Saudi crude; HABRUT (9500730), laden with 2 million barrels of Emirati crude; and SOHAR LNG (9210816), laden with Emirati LNG. #OOTT #ONGT #IranWar #Tankers #Oman

@AbCelleraBio 🔥🦾🫶

AbCellera to Report First Quarter 2026 Financial Results on May 11, 2026 investors.abcellera.com/news/news-rele…

@Jare92365776 @tyler_bosserman @JackPrescottX @iHooghvorst Thanks Conversation with Jack and Emir was great.

@CraftJan0 @tyler_bosserman @JackPrescottX @iHooghvorst Yep, there will be likely costs savings, maybe time savings too. FDA reported intention to do this 4 moths ago. x.com/Jare92365776/s… Industry is for sure moving on.

$ABCL This is interesting news for AbCellera. If you no longer need to test on 144 chimpanzees for IND Enabling studies, does that make our roadmap to the clinic faster? Also, I know we do most of our studies in Canada. How does that impact things? This isn’t my field. Anyone with any insights here? Heres official FDA announcement: fda.gov/news-events/pr…