Matt Allen

@RussFromPublic @public Huge!

@investmattallen @public Nobody is talking about the fact that is it FREE for all public users!! No credits. No monthly subscription.

This is a total game changer. The first ever agentic ai brokerage. @public proves again why they are the best in the business

$IREN $6B ATM looks scary at first glance. But they’re already fully funded for the $MSFT buildout and management said the new 50k B300 order will be financed through the same playbook: prepayments, converts, and GPU financing. This ATM is a backstop, not an emergency. If they use it, it will likely be at much higher prices

Drone warfare is changing faster than most investors realize. The Ukraine war, Iran conflict, and rising defense budgets are showing one thing very clearly. Cheap drones are becoming one of the most powerful weapons on the battlefield. And that is creating a massive defense spending wave around drone technology. Here are three drone stocks long term investors are watching. First is AeroVironment $AVAV This is one of the U.S. military’s largest drone suppliers. Their small reconnaissance drones can be launched by soldiers in seconds to provide real-time battlefield intelligence. They also produce loitering drones that can track targets and strike with precision. Next is Red Cat $RCAT Red Cat builds the Teal 2 drone, designed specifically for night operations. It uses advanced thermal imaging so troops can detect people, vehicles, and movement even in complete darkness. And finally number three, and the one that stands out the most to me, Ondas $ONDS Ondas is building what could become the security layer of the drone economy. Their autonomous drones are designed to patrol military bases, critical infrastructure, and sensitive locations without requiring a human pilot. The interesting part is they are also developing counter-drone systems designed to detect and neutralize hostile drones automatically. As drone warfare expands globally, the companies building both drones and the systems that defend against them could become some of the most important players in modern defense technology.

Great updates by the $MARA Marathon Digital Team on the X space: -Starwood partnership came because hyperscaler tenants are interested in multiple sites not just one -Starwood has built, developed, and delivered sites to 3 of the top 4 hyperscalers -Starwood is working aggressively and diligently to find tenant(s) -Some sites are best for cloud, while some sites are best for ai workloads but real commercial negotiations at every site -Exaion acquisition opens up new deals with Soverign nations and private clouds due to owning their own data -Exaion acquisition is key because countries and international companies don’t want to deal with US based companies due to the U.S. Cloud Act -Exaion speciality is providing private, sovereign like cloud for these organizations that have extremely demanding requirements such as EDF -A vast majority of traditional compute and storage is done in the private cloud not public cloud as the retail investor believes -MARA has the best of both worlds: Starwood partnership allows for HPC, large scale, large volume deals. Most importantly, as hyperscalers move to inference sites, MARA is positioned great for it - 240 MW now live in UAE and spent lots of time building relationships in Saudi Arabia -Dilution is not required for CAPEX due to reduce of structural risk -Traditional investment vehicles available to Ai unlike bitcoin miners

Legendary economist, Milton Friedman, discusses healthcare:

Stanley Druckenmiller isn’t all in on AI anymore. He’s leaning into Japan and Korea, bearish on the U.S. dollar, and long copper because of the supply shortage He’s basically calling time‑of‑death on “U.S. everything” and front‑running into overlooked markets.

@public This is a total game changer. Investing will never be the same again!

NEW: You can now build AI Agents that monitor the market, manage your cash, and execute your trades. The Agentic Brokerage has arrived.

Debunking some false $MARA narratives out there on X: 1. $1.1 billion was raised by monetizing 15,133 Bitcoin to close out 30% of convertible notes at 9% discount with about $100 million in cash left over to fund growth - - $1.1 Billion / 15,133 BTC = $72,689 average sale price 2. MARA held 53,822 Bitcoin as of 12/31/25 and has mined an additional 2,155 Bitcoin so far in Q1 2026 so they likely will still hold approximately 40K - 41K Bitcoin as of end of Q1 - - 53,822 + 2,155 = 55,977 - 15,133 = 40,844 BTC 3. MARA has been accumulating Bitcoin via mining and buying from the lows at $15K to the highs at $126K, but 100% of the HODL was marked to market at the end of 2025 at a value of $87.5K due to FASB FMV (fair market value) GAAP Accounting Rules - - With Bitcoin trading in the mid $60Ks and by monetizing at $72.6K, MARA will now post a smaller FASB paper loss in Q1 unless Bitcoin goes on a ripper before closing out the month (said another way, 100% of companies with Bitcoin on the balance sheet to end 2025 had exactly the same GAAP cost basis regardless of how and when they acquired it and this value is reset to the closing price of Bitcoin every quarter by SEC rules which in Q1 will likely be paper FASB losses across the board) 4. The market never once has assigned a premium to HODL for MARA and in quarters where massive GAAP Net Profit earnings were delivered, this benefit has consistently been discounted and priced in when Bitcoin has risen during the quarter... but somehow when Bitcoin value has fallen during the quarter, the FASB paper losses have consistently become low IQ negative headlines and somehow FASB was not priced in - - The HODL has delivered virtually zero shareholder value to this point, so monetizing this liquid asset to fund operations, fund AI growth and reduce convertible debt to clear the cap table in advance of an AI hyperscaler deal (instead of hitting the ATM) is a net positive to shareholders (regardless of philosophy, timing, optics or potential future bitcoin upside) 5. MARA had 30% Short Interest prior to this move largely driven by hedges placed on the stock by institutional convertible note holders, so by reducing convertible notes by 30% this will also likely lead to an approximately 30% drop in short interest which will take pressure off the stock price and reduce the incentive and ability for market makers to manipulate share price each week towards expiring Options Max Pain - - MARA Shareholders unanimously want to see Short Interest drop to single digits and Convertible Note elimination is the fastest way to achieve this. Also, demonstrating that they are willing to monetize the HODL while moving towards AI will lead to investors who have been Short MARA while Long MSTR or Long BTC ETFs to consider a different equity as a strategic hedge against those pure long Bitcoin positions Additional Insights / Conclusions: - MARA is not a Treasury company - MARA holds Bitcoin on the balance sheet instead of cash similar to XYZ, COIN, TSLA (and Space X) who focus their earnings guidance on a business model that is not simply focused on Bitcoin accumulation - MARA are prioritizing shareholder value and reducing short interest with this move to monetize the BTC HODL and are no longer primarily selling equity via ATMs or issuing convertible notes to fuel growth - The ones who are the loudest about and against this strategic move are bots, burners, engagement farmers and paid bashers spreading misleading information on X - The Bitcoin Treasury and Bitcoin Mining communities have NEVER ONCE supported MARA over the past 6 years even though they have done more good for Bitcoin and Bitcoin Mining than any other pubco other than maybe MSTR - MARA is evolving into a global entity that still mines the most bitcoin and holds the third most bitcoin but is prioritizing growth in AI via Starwood + Exaion + Velaura AI + PADO AI + TAE Power Solutions - Converting HODL to reduce debt by 30% clears the cap table in a non-dilutive manner for an AI Hyperscaler deal announcement - MARA will likely continue to monetize the HODL in 2026 and beyond to achieve their transformational vision via a strategy that is focused on maximizing long term shareholder value Feel free to drop any questions or additional thoughts in the comments 👇 NFA / DYOR / GFY

@KobeissiLetter They added pollution to get support from American progressive democrats lmao

BREAKING: Iran has drafted legislation to create the "Hormuz Law" which is expected create a formal toll system for the Strait of Hormuz. Preliminary details include: 1. Hormuz Law to introduce fees on navigation and pollution in the Strait of Hormuz 2. Draft legislation also includes creation of a "regional fund" 3. The move is seen as an attempt to formalize long-term tolls on global shipping routes 4. The US has called these tolls on the Strait of Hormuz both "illegal" and "unacceptable" The Strait of Hormuz situation is becoming even more complicated.

@Breaking911 @ScooterCasterNY 😂😂 did they just open the gate and not charge? That was like watching Angel Reese shoot multiple 3’s a night. 🗑️

🚨 NOW: Rioters break open the gates to Portland ICE Detention Center. 🎥: @ScooterCasterNY

@noelregrets @AugmentMarkets This is very interesting for sure!

@Stockalertss Huge move!

$SMX SMX Ended up having close to a 10% move from ad post this morning. I'm now watching the intraday uptrend (yellow up line) and vwap support (purple) touch here for support opp. Communicated Disclaimer-tinyurl.com/v98s7kya

$VTIX Virtuix was just named one of Fast Company’s Most Innovative Companies of 2026. They’re building full-body VR systems and expanding beyond gaming into military and enterprise training using AI-generated environments. That’s a much bigger opportunity than just consumer Disclaimer: tinyurl.com/nhcnddpr

@public This is absolutely massive!

New: Crypto IRAs. Most IRAs allow stocks and ETFs only. On Public, you can now trade crypto inside an IRA—allowing you to buy and sell without triggering taxable events.

$ZENA ZenaTech sits at the intersection of AI, drones, and defense. Drone warfare is already changing how wars are being fought in real time, and that shift is going to drive a massive wave of defense tech spending over the next decade. Disclaimer: tinyurl.com/8netkzph

$ZENA ZenaTech isn’t just building drones. They’re focused on drone-vs-drone defense and autonomous systems, which becomes more important as drones themselves become the primary threat. Disclaimer: tinyurl.com/8netkzph

@CK_Cryptoklepto Huge!

$MARA posted this on LinkedIn MARA Cloud is officially here! cloud.mara.com/dashboard