ElitePointsPro

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ElitePointsPro

ElitePointsPro

@ElitePointsPro

Helping you turn points and miles into unforgettable travel experiences. Tips, and tricks to maximize your adventures. ✈️💳 #TravelHacks (not financial advice)

USA Katılım Mart 2024
149 Takip Edilen55 Takipçiler
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stepnotonpets
stepnotonpets@stepnotonpets·
Again folks $NBIS approaching 60b in market cap, $CRWV at 63b.... $BRUN at 1.4b, and $BCAR at 500m. These will adjust violently. There is no feasible way to grow AI without funnelling money to the smaller hyperscalers for expansion.
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ElitePointsPro
ElitePointsPro@ElitePointsPro·
@stepnotonpets If COLA re-rates to even half of SATL’s market cap, you’re looking at $600M / $265M = 2.3x = $24+ stock. To match SATL at $1.2B = $45+ stock. These are squeeze math numbers, not fundamental math.-Claude
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stepnotonpets
stepnotonpets@stepnotonpets·
$COLA current market cap 265m $SATL current market cap 1.2b $GSAT current market cap ~11b 2.5m float, $COLA will move.
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SPACuity
SPACuity@SPACuity·
I'll be the first one to admit skepticism of $BCAR and its target; but I'll also be the first to admit I like it a heck of a lot better at 10 cents over NAV today than at 45 cents over NAV last week. Also yesterday Goldman Sachs filed as an over 5% holder. Will it work? Dunno.
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ElitePointsPro
ElitePointsPro@ElitePointsPro·
@max_gagliardi Stupid take. Also big cancer risk. We grew up next to coal fired power plants and steel mills. Black soot everywhere we cared
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Max Gagliardi
Max Gagliardi@max_gagliardi·
My childhood house was surrounded by a pipe yard, train tracks, I-35, and oil and gas wells everywhere 3x noisier and dirtier than any data center. Nobody cared. Nobody complained We lived next to progress. Next to industry. Next to a working economy NIMBYs are nihilists
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ElitePointsPro
ElitePointsPro@ElitePointsPro·
@OilCoIntern Interesting, contract Landman in gas make $70-100k. Solar Landman prime days 140-200k, VP in solar/wind 240-300k. I’ve never seen these figures for oil and gas before but can confirm the data center figures for tech
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Oil Co Intern
Oil Co Intern@OilCoIntern·
Tech Strategic Negotiator vs. Oil & Gas Land Negotiator earnings: Tech negotiator (think Strategic Negotiator at Google, Meta, etc.): • Base ~$200k • Bonus ~$30k • Equity ~$75k • Retirement contrib. ~$12k • Total ~ $327k E&P negotiator (think Land Negotiator at XOM, CVX, EOG, COP): • Base ~$220k • Bonus ~$65k • Equity ~$40k • Retirement contrib. ~$45k • Total ~ $370k *These are ranges for early to mid senior positions *Manager and SME IDCs excluded *Tech will overtake E&Ps when it comes to highly specialized IDCs. Almost all of the outpacing will come in the form of equity grants.
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Oil Co Intern
Oil Co Intern@OilCoIntern·
I had lunch with my old boss last week who now does land acquisition for a company in the data center space. He was a midstream land manager for most of his career. He told me about the clear gap in soft skills with tech kids when it comes to negotiating deals with landowners. The most successful companies pushing their data center projects through are poaching top talent from the oil & gas industry.
Texas Real Estate Investor@realest49919420

Ya'll seen the new data center out here? It's huge. Long Texas

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Bobby Heard
Bobby Heard@bobbyheard·
$OKLO current market cap: $13 billion $IMSR current market cap $780 million. Gemini:
Bobby Heard tweet media
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ElitePointsPro
ElitePointsPro@ElitePointsPro·
@stepnotonpets Columbus Acq extended the deadline to complete its initial business combination by one month. the company could extend the April 22, 2026 deadline in one-month increments, up to January 22, 2027, by depositing a $50,000 monthly extension fee into its trust account.
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stepnotonpets
stepnotonpets@stepnotonpets·
Similar, albeit more mature, comp to $COLA WiseSat is $IRDM But look around at the space sector; $RDW $SATL $NASA $RKLB You're not going to find a hotter sector right now.
stepnotonpets tweet media
stepnotonpets@stepnotonpets

I know we all love space, and why not with the most anticipated IPO of all time coming this summer, in Space X. Recently we've seen a number of stocks related to the theme 2-5x or more. May be worth looking at a hugely asymmetric opportunity in space over the next weeks; $COLA

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SPACuity
SPACuity@SPACuity·
$CGCT vote is set; registration statement is effective. $10.39 cash in trust. $10.39 stock. Will it work in the next 2-3 weeks? Almost definitely not. If it doesn't work? Take your cash and move on. But, just go through this thought process with me. . . what if it DOES?
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ElitePointsPro
ElitePointsPro@ElitePointsPro·
@stepnotonpets : •Oklo trades at $11.3 billion market cap, NuScale at $3.6 billion •HVII deal values ONE Nuclear at $1.0B pre-money — •Benchmark Company initiated coverage with a Buy rating and a $17.00 price target = 63% upside from current $10.42
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stepnotonpets
stepnotonpets@stepnotonpets·
Just let them run this "4 to 5 week operation" on the market. 4-5 weeks from yesterday is April 7, which is the exact date the market bottomed last year. I don't know what is so difficult about this.
stepnotonpets@stepnotonpets

@DeepInference Literally running back the exact same script from last year.

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ElitePointsPro
ElitePointsPro@ElitePointsPro·
@stepnotonpets This is enormous data. TAE Technologies is merging with Trump Media at $6B. CFS raised at $3B+ private. Helion at $1B+ private. SVAC/General Fusion at $1B is the only publicly traded pure-play fusion stock. This is exactly the WLAC setup.
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ElitePointsPro
ElitePointsPro@ElitePointsPro·
@DJDunnoe_Trades I had 3000 shares in Roth and leaps sold for same profit. Has 300 2026/2027 asts $20 leaps and sold for loss after holding a year
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DJ Trades
DJ Trades@DJDunnoe_Trades·
Once upon a time I had 25,000 shares of $RKLB at $4 cost. I sold it for around $35,000 profits or so at the time. Today it'd be worth $2.5M, my original thesis was to buy until SpaceX IPO. It played out perfectly but I'm a daytrader and not a swing trader so I don't like money.
DJ Trades@DJDunnoe_Trades

$RKLB Holy shit LFG!! 🚀🚀🚀

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Bobby Heard
Bobby Heard@bobbyheard·
Gemini on $BBCQ: "If you believe $19.5 billion [current valuation] is the correct intrinsic value for $IONQ, Pasqal’s baseline pro forma valuation of $2.6 billion looks remarkably cheap. In a rational market, adjusting for Pasqal's $80M order book and the rapid scaling advantages of neutral atom technology, Pasqal should likely trade between $5 billion and $8 billion shortly after the ticker transition, representing a 2x to 3x premium over its SPAC deal price." gemini.google.com/share/5d547f88…
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Bobby Heard
Bobby Heard@bobbyheard·
$BBCQ is merging with a high quality quantum computing company, Pasqal. Trading only pennies above NAV. Almost zero risk way to play the quantum trade, especially if you're trying to chase this market is you can take a very large position quickly. $IONQ $RGTI $QBTS $INFQ
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ElitePointsPro retweetledi
stepnotonpets
stepnotonpets@stepnotonpets·
Can you imagine how mispriced $WLAC is now, at 19, with $CRWV at 140, and $NBIS at 195? Both more than 2x when I posted this? $BCAR 500 million at 10, so roughly 540m valuation. Money will be dumped into these smaller companies for expansion or they'll be bought at premium.
stepnotonpets@stepnotonpets

If you look at recent deals in the NeoCloud space, BoostRun's current valuation is the amount being raised in monthly offerings by the current retail favorites. Wait til this one gets some exposure. Ticker is $WLAC Enjoy.

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Keşfet

@stepnotonpets @SPACuity @max_gagliardi @OilCoIntern @bobbyheard @elonmusk @BarackObama @taylorswift13