LongOnly

@brandonjcarl Markets not open until Tuesday. Probably would’ve held this for longer if it were another market juke

Rumors. News. You know the drill.

@Gugabed @BosCardHunter They charge based on graded value. So if a card gets a high grade and they determine it to be worth more than the “max insured value” of the level you select, they upcharge you to the level that their “insured value” covers

@BosCardHunter Wait so guy sent a card in that PSA judged to be higher grade than the guy did then want to redo their fees to be higher since it's a grail?

Someone reached out and asked how this is possible 😆

@PLeonardNYDN You’re going to be spending the entire year trying to fracture the locker room with this aren’t you, you fucking weasel

Giants’ Abdul Carter not thrilled about Jaxson Dart’s Donald Trump introduction nydailynews.com/2026/05/23/gia…

@StoolMintzy @OhioTate this shit is all made up you have to audit this moron. There’s no way all of these things just happened to have happened. He’s playing into it.

Atlanta Airport layover. Stoolies everywhere in South homeland. Check my watch see 7:15 so decide to get food b4 8:45pm flight. As I was eating, check phone & see 8:22pm . Panic sets in & I make it to gate as Zone 8 boarding. Time Zones 🤷‍♂️

If you want to know my true answer, with certain stocks I believe it is a complete and utter waste of time to beg and plead for a change in valuation. The market tells you tesla trades at a ~1.5% FCF yield historically. Is it crazy? Sure. Am i going to short it in hopes the valuation re-rates? No, because the market has proven very durably that it is not going to magically force tesla to trade a 15% FCF yield because GM and F do. You’re more than welcome to fight the market if you want, but i find it to be a losing battle.

@EndThePods @NoOnemklz @FredLambert Yes, you have been lucky because you cannot explain why it’s a trade where trades. That’s pretty obvious with this exchange and you’re taking it that you’re being smart. It’s underperformed for 5 yrs. That is a firable offense.

This a $1.5 trillion company?

@JonBryant421 @NoOnemklz @FredLambert Quite literally nobody pays you for having the best or most accurate model. And with Tesla it’s obviously not worth shit. But sure, keep trying. One day Tesla will trade at 6x. One day!!!!

It’s been a “bubble stock” for 6 years. You betting on your fundamentals driving an 80% drawdown in Tesla stock would’ve gotten you fired 3 times a year for the last 5 years. And yet you think I have it wrong. I suppose there’s a reason you’re a “former investor” and I’m still in a seat. But maybe I’m just lucky. My job is to make money, not be right on the fundamentals. Maybe if you realized that sooner you’d still be employed.

I’ve covered Tesla in a buyside seat for the last 6 or so years. I’m not a TSLA fanboy. But my job is to make money, and spending time truly believing TSLA should trade at 6x earnings is the fastest way to lose your job in a real investing seat. But for people like you that just scream on X it doesnt really matter, so you keep repeating the same bullshit over and over.

@EndThePods @NoOnemklz @FredLambert Again, no response of substance because there isn’t one, just belief. Let me ask you did you believe that Tesla would dominate autos? Can you admit you were wrong?

@JonBryant421 @NoOnemklz @FredLambert Spending time arguing with people that truly believe Tesla should trade at auto multiples is a complete and utter waste of time. They’re absolute morons.

@EndThePods @NoOnemklz @FredLambert Yes, the same old vapid response. Nothing of substance because there is no rational response.

@JonBryant421 @NoOnemklz @FredLambert Brother haven’t you been screaming into the void for 10 years about Tesla being overvalued? Maybe you should look inward at your own understanding of the companies you spend years bitching about

@NoOnemklz @EndThePods @FredLambert Is it as good as not having excess capacity because you’re growing your core business rapidly? NO! Participate in discussions when you can understand the main point, not tangential ones. 2/2

@Krokodil_V I’m going through the process of trying to size the data center opportunity myself - 2 phase specifically. The numbers I’m getting point to pretty meaningful upside, but still going through the numbers. Directionally I certainly don’t disagree with you at all though.

Bull case, I think $SOLS can clear $200 just off RAS. - Nuclear: assume greenfield doubles capacity, ASP in ~$60s, EBITDA margins ~38% (Orano levels). AES clears $11B EV at 22x EV/EBITDA ($CCJ and $LEU type multiples). Is there demand for this conversion? Per DOE estimates for nuclear ("the US would need access to 70K to 95K MT per year of UF6"). Again noting $SOLS atm does 9-10K MTU (can go up to 15K MTU) and they are the sole US source. - Data center 2 phase cooling - $CC had previously sized the fluid as a $1.5B to $3B TAM 2 years ago; $SOLS / $CC at 50% share of this = $8.5B EV at 15x. CCing smarter guys for their views too @EndThePods @CapstackCapital @leveraged_cat @MNTonX

@LuisSalagdo @SCCTradingCards Direct from topps yes. But it’s based on the product. Most also have lottery entries for higher end product now.

@EndThePods @SCCTradingCards Are there limits on how many boxes you can buy?

Final information for 2025 Topps Cosmic Chrome Football, including the checklist and which cards to chase, is now available on our website 👉 scc.shopping/4tHlAdu

@LuisSalagdo @SCCTradingCards You can get them from topps directly. Steel city charges an insane markup.

@SCCTradingCards Is there a limit on how many boxes you can purchase when they go live?

@pamsson …but I guarantee you won’t, because you’re a fucking child.

@pamsson Then say it with your chest: why do you think that jazz and Grisham have received more hate than wells? You posed the question, so fucking answer it.

It’s very funny the same low IQ folks triggered by this tweet are bringing up race when I made no mention of it. In fact, I said I like Wells (as a player). I defend Wells as a player. You’re race baiting yourself especially with that profile pic. Carry on.

@treasury_bill Absolutely. Nobody is thinking about refrigerants yet. Would guess like ~80% of the SOLS move since spin is because of nuclear, but the refrigerants piece is going to be massive.

Smart guy. Skate to where the puck is going. I’m a fellow $SOLS investor too. Recommend everyone look into this company .

@TMTLongShort Wait until people realize that 800v data centers won’t use water as a coolant but will use HFO refrigerants, which are a duopoly between $SOLS and $CC

When I say bottlenecks I don’t just mean memory, optics and wafers. What does it take to 100x capacity of automated wet labs? What will we need to close the loop between a datacenter and testing new material sciences? Imagine the demand. Figure out what the labs optimal economic path function is. Identify who has first dibs on supply.

@rydunleavy You should tell this to your colleague @PLeonardNYDN

Hearing this was a Joe Schoen-led hire. Not Dawn Aponte. Not John Harbaugh. For anyone still wondering about Schoen’s power and influence in contract year. #Giants