JC Mraic
56 posts
Oh yeah forgot to share on here that I opened a small position in $VIVO
20k for S&G’s, bought in at $4.70
Not holding for very long
Thesis below 👇🏽
Microcap that pivoted into AI data center infra. Owns a 41.5MW operational, 100% hydro-powered site in Mo i Rana, Norway.
Among the lowest power costs in Europe.
Pathway to 80MW+ with permitted expansion.
Catalyst: on 6/29 they named a “preferred AI tenant,” described only as a “global AI industry leader.”
Legal docs being finalized, identity reveal expected soon.
Street speculation is Cerberas (they just flagged 200MW across Norway/Finland/France).
Company has NOT confirmed the tenant.
Why it’s interesting: AI data center assets get valued on EV/MW, peers roughly $3-8M/MW.
On an 80MW pathway that’s a very different zip code than a ~$75-80M market cap, IF a creditworthy tenant signs a long-duration lease.
That “if” is the entire trade.
Chronic dilution (shares +~116% YoY), 1:10 reverse split in 2023.
Short interest high: squeeze fuel, but also a lot of informed money short the story.
real asset plus a real pending catalyst wrapped in a distressed, diluted, heavily shorted shell. Playing it as a momentum/event trade with a hard stop, not an investment.
Long. Not advice, do your own work.
Credit to : @NGAsymmetry
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“WON’T $SKHY DRAG DOWN $MU?”
No.
They rally together.
And here’s why the people asking that are looking at it completely wrong👇🏽
First, kill the $COIN comparison. It’s not even close.
COINBASE was a company going public for the first time… a brand new public entity handing you shares and hoping for the best at the top of a hype cycle.
$SKHY is a $1 TRILLION, 40-year-old memory giant that is ALREADY public.
It trades in Seoul right now (000660). You could already get exposure through ETFs today.
This Nasdaq debut isn’t a private company cashing out at the peak… it’s SK Hynix walking into the deepest capital market on earth because the AI memory boom is barely getting started.
And the demand tells you everything.
Largest foreign listing in HISTORY.
Rivaling Saudi Aramco.
Priced at $149 an ADR and 7x oversubscribed.
That is not a bubble top begging for buyers.
That is a stampede to get IN.
Now the part everyone misses:
American companies get American multiples.
SK Hynix has been buried under the “Korea discount” for years.
#1 in HBM.
$NVDA favorite supplier. More HBM share than $MU And STILL priced cheap, purely because of WHERE it traded.
Put that exact company on the Nasdaq and it re-rates UP.
So ask yourself: when the #1 memory name in the world re-rates higher on US soil… what happens to the name sitting right next to it in the same comp group?
$MU has to follow. The whole group gets dragged UP, not down.
A higher SK multiple = a higher floor for Micron.
That’s not hope.
That’s how relative value works.
Look at the charts.
They are moving at the hip.
Don’t get it twisted.
Tomorrow, they both rally
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JC Mraic retweetledi
Just had the BEST time at the local comic con! Met so many cool creators, scored awesome merch, and fangirled over my favorite anime cosplays—totally worth the wait. #ComicConVibes
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JC Mraic retweetledi
Just had the yummiest quick lunch—homemade turkey avocado sandwich + iced lemon tea, perfect for boosting afternoon energy!
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JC Mraic retweetledi
Don’t miss the indie band’s intimate live show at the downtown venue this Saturday! Grab your tickets now—they’ll sell out fast!
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Just wrapped up a quick day trip to the coastal town—sunset over the pier, fresh seafood, and zero plans make the perfect escape #WeekendVibes #TravelDiaries
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