Homie

@JJJJJ_66666 Great read 🙏🏼

$BGDE Capacity, Financial Trajectory, and Valuation Scenarios Today Big Digital Energy operates 129 MW fully online, with 75 MW under the bridge mining agreement with Endeavor Blockchain LLC and approximately 54 MW available for other uses. The 24 MW development pipeline brings total near-term potential to 153 MW. Should the company terminate the mining arrangement and secure even moderate AI/HPC colocation contracts—typically priced at $1.4–2.6 million annualized revenue per MW—the revenue profile would transform dramatically. At a current market capitalization of roughly $30 million, the stock trades at a steep discount to its underlying power assets—implying less than $0.25 million per MW. Forward-looking valuation scenarios for BGDE’s near-term capacity of 153 MW are as follows: Conservative ($3 million EV/MW) implies an enterprise value of $459 million. Base case ($5 million/MW) points to $765 million. Optimistic ($7.5 million/MW) reaches $1.15 billion. After modest net debt of approximately $23 million and realistic dilution from the bridge (estimated 10–30% depending on duration before termination), implied market caps still suggest share prices in the $60–$170 range - representing 10–30× upside from current levels. Even at these multiples, the re-rating potential remains substantial because BGDE’s existing, online MWs trade at a fraction of peer values today. Dilution itself, while profit-driven and uncapped during the mining phase, becomes negligible in a successful re-rating. Early termination limits its impact to single-digit percentages of the new valuation. The bridge effectively buys time and liquidity at minimal long-term cost. See full article below.

@DivDegenerates @ambofqwan @REXShares @RetireonDividen @maxconvexityman @ArchitectIncome @ms_roundhill @randrewcworth Wish they were able to hold out until end of summer

@ambofqwan @REXShares @RetireonDividen @maxconvexityman @ArchitectIncome @ms_roundhill @randrewcworth $GIF and $LLII have been really good. Don't get it. Thanks Ambassador

📣💯 ANNOUNCEMNET‼️💯 @REXShares is closing some of their Growth & Income funds… here is a link to the press release. @RetireonDividen @maxconvexityman @ArchitectIncome @ms_roundhill @DivDegenerates @randrewcworth 🔗 ~ rexshares.com/rex-growth-inc…

POV: unsure how to feel that the market was green today but don’t know if more of my income funds will announce their death tomorrow $GIF 💀 $LLII 💀 $MSTW 😅 $HOOW 😬

@ArchitectIncome @MarkusCarter17 @REXShares I was trying to make sense of their post. You think those funds just not growing fast enough to their liking?

@MarkusCarter17 @REXShares Not the best news. Still have my NVII

Well. It's definitely not ideal 🤔. What's everyone's opinions on this? Glass half full? @REXShares $GIF $COII $CWII $MSII $HOII $LLII $PLTI rexshares.com/rex-growth-inc… #income #yield #etf #rexshares #portfolio #growth #portfolio

@C9Praey @bariksis Fantastic signal

@bariksis You’re a month and a half away from a Btc rally lol and you sell here

I can't take it anymore. I am selling 80% of my $BTC and buying $MU. I tried so hard to control my FOMO urges, but seeing a 20% move on an $800B MC stock that was literally $50B 12 months ago to $1T today was the nail in the coffin for me. Wish me luck!

@LorenGrad1 @ArchitectIncome Hey Loren, This is Brad from the Internet. Not some bot because it fits your narrative Watch a video of his, learn a little, and check yourself before you reck yourself. Figurative bullets in your ass from one income fund with a hiccup ain’t good for your health

@ArchitectIncome Just what I figured just another click bait bot

Do I see $SOXY beating $CHPY :)

@MMclean231 @MarkusCarter17 @REXShares $GIF is the basket fund of the growth income single tickers they have. I liked it a lot actually. Many of these funds beat competition or the underlying

@HeuristicHomie @MarkusCarter17 @REXShares ?

@CoachDanGo @e_cdalton has said this for many years

The best carb for fat loss is potatoes. They rank highest on the satiety index meaning they keep you full longer. They're modrate in calories. Many easy ways to prep them. They're also cheap. Potatoes are the best carb when cutting. Eat them.

@PiusSprenger Until you are indifferent the price will keep chopping sideways. That’s how Bitcoin goes

I‘m getting a bit annoyed with Bitcoin‘s price action lately.

@robgarmen Absolutely love everything about stacking and tracking but your 1s looking like a teepee are killing me

0.13 → 1 $BTC ✅

@starks2765 You stacking bitcoin too?

I finally have 1/2 an ethereum:native , goal is to get a full one at these prices…stake it and forget it

@Rajatsoni This makes me sad

Most people who are saving in 401Ks are going to be VERY disappointed when they finally retire Tax rates will be higher Their expenses in 30 years will have gone up 3-5x, but their portfolio won't maintain this level of growth They will likely have to get a part-time job at 70

@njshoreinvest This is aweseom. Thanks for sharing. In a similar (slightly smaller) position Did your wife invest with you over those years too?

I hold a lot of cash. $376,422 , mostly in a HYSA, to be exact. But it wasn't on accident. We bought our house in 2019 for about $380,000. It's a pure starter home. Old, needed a decent amount of work, but functional, and in a great area with a good school system and just a mile from the beach. We would have ideally sold and bought a new home by now. But, the house we can afford ($700,000-$800,000) is literally the same quality house we live in right now with how crazy the market is. So we decided to stay put for another ~10 years and do some renovations. First on the list is our kitchen. We just had a designer come in and quoted us approx $50,000. We'll get that done soon, and then do some smaller renovations over the coming months. But from there, I'll keep 12 months of cash in a HYSA, and put the rest to work in the market.

Port is ready for takeoff and I'm paid to wait 💰 $HOOW - 1,000 shares $MSTW - 2,000 shares 🔥🚀 $ASST - 600 shares $BGDE - 1,000 shares $OPEN - 1,100 shares Send it.

@ArchitectIncome @TuttleCapital Couldn’t help myself. Added more Love seeing @TuttleCapital share more here on X too. I like his style

YOLO into $SPCI Yacht now on order. @TuttleCapital

👀

@theralkia The sooner you realize you're full of shit you'll start to see how full of shit everyone else is too

No one can answer your questions for you but society wants you to believe they can

@TuttleCapital Keep sharing the alpha, Matt 🙏🏼

The S&P 500 is "up" ~10% YTD. Gold +4%. Oil +87%. The 30-year is yielding 5.06% — the highest sustained level in a generation. Your portfolio isn't up. The ruler shrank. I wrote about this in Daily H.E.A.T. this morning: the dollar is no longer your benchmark. It's what you're being graded against — and most of you haven't noticed yet. The hedge funds have. Their semiconductor book went from 2% in 2022 to a RECORD 19% of assets today — funded by SELLING software. CNBC is going to keep telling you this is an AI bet. It isn't. It's a debasement bet. Semis are one of the few liquid public-equity ways to own productive scarcity priced in fiat. Capacity that can't be built fast. Demand that can't be deferred. Pricing power that resets every quarter. Same logic underneath gold, $BTC, oil, and the entire AI-infra build — $ASML $TSM $BWXT $NEM $MSTR. The Suez parallel is exact. Sterling didn't break the day Britain got weaker. It broke the day the world simultaneously priced in that it HAD gotten weaker. A shadow fleet settling Hormuz cargo in YUAN was the coordination event for the dollar version of that story. It happened last week. You won't hear about it on Squawk Box. T-bill issuance: +171% in six years. 30Y: 5%+. Refi wall: arriving in real time. There is no neutral category in your portfolio anymore. Every position is either dollar-resistant or dollar-exposed. Tonight's homework — 30 minutes, no new capital: 1) Re-price your YTD in ounces of gold. 2) Re-price it in barrels of oil. 3) Flag your longest-duration nominal promise. That is your single largest debasement loss. 4) Move ONE position from the "promise" column into the "scarcity" column. The playbook hasn't changed: own what cannot be printed. Sell promises denominated in a shrinking ruler. Stop measuring in something that is lying to you. theheatformula.beehiiv.com