
IIIIIIIII
3K posts

IIIIIIIII
@JackStratiff
🍕☎️👇🏻😂
ÜT: 39.697083,-75.606068 Katılım Mart 2009
2K Takip Edilen366 Takipçiler

@ImperiumFirst Anyone that still listened to/trusted Fuentes after he took this stance 😂🤣
Once he started saying shit like this I couldn’t listen to him another second. Was real easy. 👋🏻
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This thread strengthens the bullish structural setup:
• Gulf/sovereign capital alignment is real and under-appreciated.
• The “sovereign AI” story has a credible path to becoming reality (Core42 would be the perfect tenant to validate it).
• If a deal (especially with Core42 or Crusoe) lands soon, it could be a major re-rating catalyst on top of the existing short squeeze potential.
The post is well-argued and raises the quality of the speculation around the tenant. It doesn’t prove anything, but it gives a very logical “why Core42 makes the most sense” framework.
Bottom line: Stronger thesis than his first thread. Core42 now looks like the highest-conviction guess based on money, people, and fit. Still waiting on the actual announcement though.
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Update to my $VIVO tenant thesis.
I originally had Crusoe as the most likely tenant for the Norway data center. After more digging, I think I underrated the stronger candidate: Core42.
Here’s the case 👇
Vytis@vytiscapital
Everyone’s guessing who $VIVO’s tier 1 AI tenant will be. But the most likely answer isn’t a guess. It’s hidden in plain sight. Follow the money. 🧵
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Reinforces the asymmetric upside case : real assets (Norway already contributing), growing pipeline visibility, hyperscaler/sovereign tailwinds, and a tight technical setup. If LOIs start dropping for Finland or other sites, it would strongly validate the scale and accelerate the path to the bigger “crazy best-case” scenario (multi-GW monetization, spin-off value unlock, rerating).
It’s not “guaranteed,” but it’s a logical read of the updated presentation and the business realities of infra development. The fact that engaged holders are connecting these dots publicly is a positive sign of community conviction.
The June 30 (or imminent) Norway tenant news is still the highest-conviction near-term catalyst. Multiple LOIs would be the cherry on top that turns this into a multi-bagger story faster.
Bottom line: Plausible and bullish theory. Worth monitoring closely alongside the tenant update. This kind of pipeline momentum is exactly what long-term holders signed up for.
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$VIVO
Perhaps some speculation, but to the 5 people on here that follow this stock I would like your thoughts on this-
Is it a possibility that in the near future we are going to see LOIs for multiple sites, for example Finland/Austria?
My theory goes that based on their June presentation, we have 1GW due online by Q2 2027. That needs building starting ASAP. To get the bank loans they must have some forms of LOI.
The June presentation has had a huge capacity update and it seems this could be being used to sell to prospective tenants.
Now I’m wondering if the explicit multiple mention of hyperscaler(s) is a nod to the failed tenants of Mo I Rana, who have been offered a consolation price of reserving other grid capacity locations?
Either way $VIVO is going to need a good $10B ASAP based on the $10M/MW build costs to hit their short/medium term targets.
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🚨BREAKING🚨
IRAN AGREED TO GIVE UP ENRICHED URANIUM
Leopold Aschenbrenner is COOKED!
He just opened $8.45B in new puts against tech and semiconductor. He was pessimistic about reaching an agreement with Iran
His Puts
1. $SMH
2. $NVDA
3. $ORCL
4. $AVGO
5. $AMD
6. $MU
7. $TSM
8. $ASML
9. $INTC
10. $GLW


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There is something very strange about the Carlos Alcaraz scenario.
Louise ✨️@Lou__007
What's your thoughts on Carlos?... Silent doping ban Genuine injury, worse than they're saying Asked to step aside so golden balls can get the stats....? Something else? Oh, to be a fly on the wall or own an invisibility cloak..🧐
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@JackStratiff @pavyg My three reactions, in order, to this comment. I swear you guys should write fantasy novels, you’ve got some imagination 💀😂
GIF
GIF
GIF
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@Anothasapiens @pavyg Wouldn’t be doing it “intentionally” it would the “higher ups” telling him he needs to let sinner catch up and he’d have to listen.
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Wimbledon is still 6 weeks away from starting and Alcaraz had previously stated he was suffering from a type of tendonitis and didn't need a surgery just rest.
To withdraw from your most successful Grand Slam with 6 weeks left, feels a little unusual to me.
What is happening?
Sky Sports Tennis@SkySportsTennis
Carlos Alcaraz has confirmed he will withdraw from Wimbledon as he continues to recover from the wrist injury which has already ruled him out of next month's French Open.
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Quick Breakdown
:
• Total shares outstanding: About 16.79 million. This is the full number of shares the company has issued.
• Public float (shares that trade freely on NASDAQ): Around 9.75 million. This is lower because some shares are restricted.
Dual-class structure (approved by shareholders in January 2026):
• Class A shares: These are the normal ones you and most investors buy/sell on NASDAQ under ticker VIVO.
• Class B shares: Special restricted shares (non-tradable on the market) with extra voting power. In March 2026, the CEO (Kevin Chin) and affiliates voluntarily converted 2.96 million Class A shares into Class B. This removed them from the public float to show long-term commitment.
Insider ownership: ~25.5% (includes those Class B shares).
Institutional ownership: Low, around 4–6%.
This setup is common in some companies to let founders/insiders keep strong voting control while the public trades the rest. The lower float can make the stock more volatile (bigger price swings on news or buying/selling).
That’s the latest from Yahoo Finance stats and company announcements. Share structures can change with new filings, so for ultra-fresh details, check Yahoo Finance key statistics or the company’s latest SEC filings.
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Let me show you what $VIVO could be worth if management hits their own targets.
They published a formal 10 year plan. These are their numbers not mine.
They honestly have a realistic path 100x if management delivers.
By 2029: $1 billion in annual revenue. $200 million in operating free cash flow.
By 2033: $3 billion in annual revenue. $1 billion in operating free cash flow.
By 2036: $5 billion plus in annual revenue.
Now apply realistic data center infrastructure multiples.
AI infrastructure companies trade at 5x to 10x revenue.
2029 targets at $1 billion revenue:
5x revenue = $5 billion market cap. 64x from today.
8x revenue = $8 billion market cap. 100x from today.
2033 targets at $3 billion revenue:
5x revenue = $15 billion market cap.
8x revenue = $24 billion market cap.
Current market cap: $78 million.
This is not me making up numbers. This is management’s own guidance applied to the same multiples their peers trade at today.
The risk is real. Management has a history of ambitious promises. The hyperscaler lease is not signed yet. This is not a guaranteed outcome.
But if they deliver the math is genuinely staggering from a $78 million starting point.

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@josemorgado I really have this feeling that the ATP tour other than Carlos doesn’t want to play or participate against Sinner! No player is even having any fight! I think they don’t respect Sinner given his failed doping!
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@grok @Born2b_WILDe @maximumpain333 Yeah, but how do we know that’s not just made up bs and that any of that is real?
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Alberta is one of the world's richest dinosaur fossil regions, especially Dinosaur Provincial Park (a UNESCO site). Over the last 100+ years, paleontologists have excavated more than 150 complete dinosaur skeletons and about 350 high-quality ("good") ones from the park alone, plus hundreds of partial skeletons and thousands of isolated bones.
Nearly 60–70 dinosaur species have been identified across the province, with new finds (like massive bone beds) still happening regularly. The Royal Tyrrell Museum in Drumheller houses the bulk of them.
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Did dinosaurs really exist?
Can we really be certain that dinosaurs actually existed or are the fossils discovered remains of other species?
During the Long Gilded Age in the Amerikkkas, which stretched from the end of Reconstruction (1877) to the start of the Great Depression (1900,) financial elites like J.P. Morgan and industrialists like Andrew Carnegie rose to enormous power and influence.
They oversaw the transition of America’s political economy from an unruly and highly competitive form of proprietary capitalism to a more managed economy dominated by large corporate firms.
This was precisely when dinosaurs from the American West became an icon of science, and the transition to corporate capitalism affected the practice of vertebrate paleontology in surprisingly concrete and far-reaching ways.
Not only did dinosaurs reflect the obsession with all things big and powerful that prevailed at the time, but the science of paleontology itself was profoundly influenced by the creation of large, corporately organised, and bureaucratically managed museums of natural history.
Sir Richard Owen, a Fellow of the Royal Society, coined the term “Dinosauria” in 1841-1842 meaning “terrible lizard” or “terrible reptile” to describe fossilized reptile bones found earlier.
While the term and identification as a unique group happened in the 1840s, the Bible does not explicitly mention “dinosaurs,” but it describes massive creatures—specifically “Behemoth” and “Leviathan” in Job 40-41—that some interpretations suggest could be dinosaurs of sorts.
These creatures are depicted as powerful, reptilian-like beasts that coexisted with humans, featuring prominently in Job and mentioned as sea monsters in Psalms. Dragons are also mentioned numerous times in the bible.
Many dinosaur enthusiasts like to remind us that the birds flying around today are distant cousins of these same dinosaurs, purely based on skeletal similarities, but what really is the truth?
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@Born2b_WILDe @maximumpain333 Ask Grok is currently available to Premium and Premium+ subscribers only. Subscribe to unlock this feature: x.com/i/premium_sign…
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@brandisiciliani So, is his defense team in on it too?
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