EmperorCapital
114 posts
EmperorCapital
@Emperor_Capital
Strategic Investment 🛡️ Market Sovereignty. Building an empire, one trade at a time. 📈
Katılım Aralık 2025
50 Takip Edilen25 Takipçiler
@kevinxu about to bless us and get us out the trenches with this $BOT play. Just poured me and the wife's whole slang of money into it! My kids relyin on you kev !!
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Honestly thinking about making the switch from cyber to a robotics major. The macro market is bleeding red right now, but the underlying tech and the capital flywheel they’re setting up is too massive to ignore. The future is physical AI. $BOT
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EmperorCapital retweetledi
Drama at Figure HQ!🎭
Rose quits in a huff!🌹😡
After subbing for Jim, Rose sees the mess the boys left her and exits stage left⬅️
Jim returns to persuade Bob to take over🆘
Rose returns to sleep💤
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4x NAV" but the market cap is $600M... so where the fuck is this "multi-billion dollar wealth transfer" coming from? Bro is straight up hallucinating billions of dollars out of thin air.
Then he takes a $37M slice of Figure and somehow does the mental gymnastics to scale that up to a $160B valuation. Just pulling massive numbers straight out of his ass to sound like a hedge fund manager.
Comparing a closed-end fund's NAV to Unitree IPOing in China is the most unrelated, mid-witted attempt at an analysis I've ever seen.
Serenity@aleabitoreddit
$BOT is still trading at 4x NAV. With a $2,000,000,000 effective ATM. Even after the 21% drop. So now it’s ~$600M MC, off $146M in private assets. Then off those assets, they own ~$37M of Figure. Which you’re essentially buying at $160B valuations while the leading humanoid maker in Unitree is IPOing at $6B. So just because a $146m private fund went public doesn’t mean there should be a multi-billion dollar retail wealth transfer? Maybe the fund had good intentions? But idk after the $2B equity financing facility, that move just seems predatory when there’s already a valuation NAV disconnect.
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I get it now
all these other posters aren’t serious people
They are just baiting you for engagement
TBH, idc about you not liking that Kevin is doing this or doing that. I don’t think anyone cares, they just want you to follow them.
I’m full porting my life savings into $BOT because I was convinced this is the way…
I’m sniping all of Kevin’s subs paywall action and providing it to the people with my transparent trading
No one really knows what they’re doing anyway, if they did everyone in X would be billionaires
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@Figure_robot That 24/7 grind is literally building the bot’s version of muscle memory.
After 180k+ packages, the AI faces fewer surprises. Less hesitation + smoother paths = pure speed. We're watching a machine literally get better at its job in real time.
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Day 7 is Live: Watch F.03 operating fully autonomously, running 24/7 around the clock with no failures x.com/i/broadcasts/1…
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first she called $IREN dog shit at $32 and i traded it to $62 (+92% swing)
now she shits on $BOT every day as soon as i started my play.
just say you want me bro
Serenity@aleabitoreddit
$BOT is still trading at 4x NAV. With a $2,000,000,000 effective ATM. Even after the 21% drop. So now it’s ~$600M MC, off $146M in private assets. Then off those assets, they own ~$37M of Figure. Which you’re essentially buying at $160B valuations while the leading humanoid maker in Unitree is IPOing at $6B. So just because a $146m private fund went public doesn’t mean there should be a multi-billion dollar retail wealth transfer? Maybe the fund had good intentions? But idk after the $2B equity financing facility, that move just seems predatory when there’s already a valuation NAV disconnect.
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The fact that they’ve been running for 119+ hours fully autonomous is actually insane. 🤯 Most people are sleeping on this but $BOT is literally building the infrastructure for the future. Seeing them handle 149k packages 24/7 proves the scalability is real.
Figure@Figure_robot
Day 6 is live: Watch our humanoid robots running 24/7 and fully autonomous. We've now crossed 119 consecutive hours and 149,000 packages x.com/i/broadcasts/1…
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I'm sorry, my thesis on $BOT was wrong.
$BOT is not the $DRAM of robots.
$BOT is the MicroStrategy of robots.
It's literally in the name, RoboStrategy.
This should either excite you or terrify you, depending on your risk tolerance and understanding of accretive issuance.
Kevin Xu@kevinxu
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Honestly, the hate is wild. I’ve been following Kevin and a current subscriber for a bit now and literally every trade he’s posted has made me money. 🤷♂️ You guys have to realize he gives the entries, but you actually have to know when to sell and take your profits. You can’t just sit there forever and then get mad when it dips. If you play it right, the gains are definitely there. Just being real.
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EmperorCapital retweetledi
Kevin Xu explains why Options is the worst type of trading style
“I don't do options, in my original run from 35k to 10 million It was only shares I never did options, I never did margin, no leverage no ETFs, no crypto, it was a crazy run”
“there is a chapter zero of my story, In 2017 I was a crypto bro I ran like, maybe 3 or 5k all the way to 300k then back down to 30k and it was the same style I would just go all in”
“You know with good companies that have long histories, the worst case is like a 20% drop on a bad earnings or something and that's recoverable but a 90% drop is not recoverable which is why I don't do options”
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The macro worry is honestly just cope. If things were really that bad, $IREN wouldn't have just closed a $3B raise with a $110 cap price last Thursday. In a shaky market, everyone wants hard assets. A massive deal dropping during a dip would be the only green candle in a sea of red.
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I agree with this hundred percent, but the market doesn’t see it that way yet. market wants to see Nvidia as an official tenant occupying the space w/ DSX flagship touted and NVDA making the equity investment. It appears to be an arbitrage opportunity in plain sight. for this reason I’m way overweight $IREN
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$IREN is a binary stock because all the leading indicators (hypers & labs losing revenue for want of compute & aggressively securing 2026-27 capacity NOW, hiring, construction, capital raising via ATM & converts, securing GPU supply via $NVDA partnership, etc.) suggest the next large scale cloud deals that have been under negotiations for multiple quarters are imminent but despite that, we still might not see these large scale (100 MW+) cloud deals for months or quarters. Why? Because $IREN likely has all the capital they need to keep funding datacenter capex for their planned capacity roadmap and they've yet to order the GPUs to support the rest of Childress and Sweetwater first cluster. The only way this deadlock breaks is if prospective customers demand the "I need this capacity secured under binding contracts now" price / terms.
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One more thing, Nvidia called this their "flagship" for a reason. Why would they let a middleman like AWS take their best spot? Jensen is turning $IREN into his own personal AI factory to bypass the other giants. Seeing them all on stage at DellTechWorld just confirmed it. Follow the money.
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Everyone is waiting for some random cloud company to rent Sweetwater, but Nvidia already signed the paperwork. That $3.4B deal on May 7th and the $2.1B equity stake they took proves they’re moving in for good. Nvidia wants to own the infrastructure now, not just sell the chips. This week will prove my case. $IREN
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