K0RN1K
54 posts
K0RN1K
@K0RN1K
Hi. I'm Chris, an architect from Warsaw, Poland. Photography is my retreat from stressful office work. I photograph colorful light.
Poland Katılım Ocak 2013
51 Takip Edilen21 Takipçiler
$BMNR
MNAV = 0.92
NAV per share = $17.75
$BMNR $16.33
$ETH $1,777
Dansk
Boomers love value stocks and keep overpaying 40-50x P/E with 5-8% rev growth.
Young investors love growth stocks and keep overpaying for 40-200x P/S with insignificant growth despite small rev base.
@MikeLongTerm loves to own high quality businesses when Nobody wanted it at 2-10 P/S or P/E.
Not Financial Advice!
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@BMNRTracker Tom Lee makes good calls but is always a bit early. We will reach that 12k target but perhaps with a 3-6 month delay. Fingers crossed. I believe in his forecasts.
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At this point, if we end the day green I will be happy.
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@TomLeeTracker At this point I would even let $BMNR dilute me below mNAV 1 to get to the 5% ETH target NOW and let the fun begin!
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TOM LEE'S BITMINE $BMNR CROSSED 4.59% OF ALL ETHEREUM
-Total held: 5,543,872 ETH
-Staked: 4,718,677 ETH ($7.7B)
-Share of supply: 4.59%
-Progress to "Alchemy of 5%": 92%
-Projected staking revenue: $230M/yr
From zero to 92% of target in 11 months.
One company now owns 1 in every ~22 ETH in existence.
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BREAKING $AMD UBS Bullshit Note 🚨🚨🚨
I refused to believe UBS Does not have access to BofA 2026 GLobal Tech Conference Call, Even myself, a Nobody got it on June 3rd 2026. This note from UBS is full of shit and lying bullshit. I been dealing with fake news like this for years, so get used to it.
Here is key points from UBS's post-Computex note (June 8-9 2026), after the BofA conference.
Nvidia's Timeline: Blackwell leads shipments in 2026–2027; industry checks align with their bullish outlook.
AMD's Timeline: The next-gen Helios platform will see motherboard shipments possibly in Q4 2026, but full data-center deployments are likely pushed to late 2027 due to extra testing and integration needs.
Ok there has been significant more delay news from the Media on $NVDA Rubin rack for the last 2-3 months. And this has nothing to do with @AMD!!!
Dr. Su already said Helios Rack is on track along with other AMD Executives.
On BofA Conference call, they said new customers are testing Helios Rack not Existing orders. OpenAI and $META are going to get their Helios Rack in H2 2026 and 4GW in 2027(Implying faster deployment).
NOT Late 2027 Bullshit.
Not Financial Advice! DYOR!
Source: tipranks.com/news/the-gap-r…
Mike@MikeLongTerm
BREAKING $AMD 2026 Global Tech Conference Full🚀 ~Very bullish Conference as far as supply, capacity and visibility on customers long term. ~4GW+ from just OpenAI and Meta in 2027, and more from others. ~More unit expansion but will enjoy higher ASP for customers that buy high core/thread CPUs, AKA higher margin due to massive Agentic demand. ~ x86 is superior on TCO and software advantage over $ARM, customer prefer ~Significant more supply from TSMC for @AMD than what investors appreciate ~CPU TAM Expansion: Updated to >$120 billion by 2030 . Agentic AI expected to comprise >50% of this. GPU "head node" CPUs (growing with GPU clusters). Standalone agentic AI racks (fastest-growing, majority long-term). ~More new customers are already testing Helios Rack and more ramp later. Overall, it is going to be hard to be bearish on AMD and it is stupid for AMD to trade this much cheaper than $INTC $ARM and $MRVL Source: BofA Securities 2026 Global Technology Conference on June 2nd, 2026.
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@FunOfInvesting I'm bullish. It's my 3rd largest position. I don't understand my you'd sell at this time.
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$BMNR buys nearly 127K $ETH during the pullback this past week, their biggest buy in the last 6 months. Cash position sitting at its lowest level in a long time!
Bitmine (NYSE-BMNR) $ETH@BitMNR
1/ BitMine provided its latest holdings update for June 8, 2026 $9.6 billion in total crypto + "moonshots": - 5,543,872 ETH at $1,630 per ETH per ETH (per @coinbase) - 203 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $88 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $247 million. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link ⛓️ prnewswire.com/news-releases/…
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@BMNRTracker I hope they diluted enough to complete the alchemy of 5% ETH already
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$BMNR
MNAV = 1.01
NAV per share = $15.68
$BMNR $15.83
$ETH $1,555
Dansk
$BMNR
MNAV = 0.93
NAV per share = $17.39
$BMNR $16.25
$ETH $1,739
Let it get to $15. I’ll trim some $AMD and $NBIS for more $BMNR
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@Dr_Crossroads Hello @Dr_Crossroads . How do you feel about your VG position? Still bullish? I'm keeping it at around 11% of my portfolio and I'm looking for your take on it :-)
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$VG Data Centers need energy. They don't care where it comes from.
LNG is just one of many ways to play the energy push.
LNG Global@lngglobal
Mitsui Eyes LNG Investment as Data Centers Lift Power Demand bloomberg.com/news/articles/…
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$AMD shareholders when $NVDA announcing 1GW of data center should be near $100B, and still scratching their heads on why @SoftBank is working with @AMD for 5GW for $87B in France.
Then NVDA shareholders were spending the whole night yesterday and this morning along with all Media Outlets how $NVDA gonna produce the most affordable PC/Laptop at $2,500-$5,000 to compete with $AAPL.
And $NVDA shareholders still asking why Softbank picked AMD chips long term.
Mike@MikeLongTerm
$AMD shareholders suddenly realized most of this 5GW will go to @AMD because for $87B, it would only work for Helios Rack that have 2 EPYC Venice and 2 MI455X or 3 EPYC Venice and 1 MI455X. And yes Subscribers already know abt this since last year. This is confirming my thread on CPU:GPU ratio already moving to 2-3:1, where enterprises are already testing more than 10 agents. Read the linked thread to understand more. Venice is estimated at $12,000-$15,000 per chip at highest performance SKU, 256 core) MI455X is estimated at $35,000-$40,000. While there is no official statement yet, but Softbank already picked AMD for many projects due to superior TCO and $0.0003-$0.0005/M Tokens. 1GW of $NVDA Rubin would be $45-$55B. Even if 5GW in 1 campus, it would still be $180-$200B. 1GW of $AMD Helios is estimated around $30-$35B 5GW in 1 campus, with 1:1 ratio or 2:1 would be $85-$90B And this announcement is only $87B. The math only works for AMD chips. Not Financial Advice! DYOR!
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Congratulations all who have made fortunes past few years 🫶🏼 what stock you think has most potential between now and end of this year
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TOM LEE AND BITMINE $BMNR NOW HOLD 4.49% OF THE TOTAL ETHERUM $ETH SUPPLY 90% OF THE WAY TO THEIR 5% TARGET
Here are Bitmine's updated holdings:
- 5,416,901 $ETH up from 5.39M on May 25th
- 203 Bitcoin $BTC
- $444M cash
- $180M stake in Beast Industries
- $93M stake in Eightco $ORBS
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$BMNR
MNAV = 0.98
NAV per share = $19.49
$BMNR $19.03
$ETH $1,966
Dansk
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: White House: MOU Reported On By Iran Media Is Fabrication - Bloomberg - $QQQ $SPY $USO
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@amitisinvesting I can't imagine $SOFI stuck when it grows 40%+. Price will follow sooner or later, maybe with a 1-2 quarter lag
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It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and growing earnings but getting zero love from the market due to the sector they are in.
I really do wonder if we will look back in a few years and see these as incredible opportunities OR if the liquidity around SpaceX, OpenAI, Anthropic and many of the "picks and shovels" of AI lead to these names being stuck for years.
Not an easy time to have them in the portfolio, but it also may be worth looking at beaten up names if you can practice delaying gratification and buying incredible companies when they are hated the most IF those companies are not giving you a thesis-breaking reason to explain why they are down YTD but rather being influenced by a macro/thematic reason.
Here's 10 names that may be worth a second look and if there is interest, I can create another article with a different 10 names.
$RDDT $SOFI $SE $META $MSFT $GRAB $SHOP $CHTR $APP $NOW
Substack linked below to read ⬇️
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$GRAB $UBER & DELIVERY HERO 🆕
If this happens, $UBER is likely give all existing markets from Delivery Hero to $GRAB or simply exiting, as FoodPanda is already losing shares to GRAB in Singapore, Malaysia, and the Philippines.
Again, I said in 2025, that 2026, we will see much quicker consolidation. And $UBER main motive for this offer is to expand to Europe as they already own 19.5% of share. Uber and Doodash are competing against each other aggressive in Europe, and Uber wants to obtain scale first.
Delivery Hero been pulling back on countries where Grab operates to focus on South Korea, MNEA(UAE, Kuwait, Qatar, Bahrain, Jordan, Egypt...), Europe. I was the only one pointing out that they have too much debt to cash ratio in 2025, and I was right.
There are plenty of Market $GRAB could get or expand to once Delivery Hero pulls back to sold to $UBER. And Taiwan happens to be the first expansion outside of SEA.
We will see. Things are going right for $GRAB.
Mike@MikeLongTerm
$GRAB shareholders suddenly realized Morgan Stanley been downgrading $GRAB nonstop, citing all kind of bearish catalysts, but been loading on GRAB shares from 3,409 shares all the way to 133,501,940 shares and became 2nd largest shareholder! The same game "smart money" been playing for decades in all high quality stocks.
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@NotA_Bull If the market drops because of oil, $VG will go up. I'll sell excess gains and buy $SOFI. How about you?
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If the market drops 5-10% next week, what is the very first ticker you are BUYING?
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@Dr_Crossroads @FunOfInvesting @KrisPatel99 I would do a better design for them for free :/ But I understand your point. Thanks :-) Wish I wish had a chance to try it out. Cheers
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@K0RN1K @FunOfInvesting @KrisPatel99 Yes, of course. It's a $COST product. They don't give a care about the branding or design. They don't need it to scale.
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This is the kind of research I love seeing!
Will love to hear the results of this.
Graham Schroeder@GrahamSchroeder
Product testing the enemy $CELH $COST
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