Michael
503 posts
@mikealfred Will details be out anytime soon or do you expect it to be private till ER
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After putting in some additional work, I now believe CIFR's new hyperscaler tenant is either Meta or Microsoft and that they are taking the entire 100MW gross at Stingray under a 15 year triple net lease. Final answer. Many more to come across the space.
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@bioinvestor24 Looking like the forecast is going to miss target announcement. Or if some pre talks might include not putting Darca IND out yet?? Could be the HOPIUM is strong today $vktx @Pharmdca
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@bioinvestor24 Unknown it’s unlikely any deal at all before maintenance also with recent inside huy. but any chance something in works is why no ind for DARCA as they normally don’t miss the dates they call out and although they haven’t missed deadline for end of q1 yet this is very much
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Next really big deal could come from $ABBV rather than $MRK
Abbv CFO invoked reduced leverage to 2 and capacity to de leverage again if needed after BD.
Doesn’t have to be $VKTX ( still top M&A target for Abbv although we don’t know if VK CEO wants to wait till end of phase 3 or not ..) But I can’t see ABBv doing anything big that is not obesity. @SteveWagsInvest ..
Bioinvestor24@bioinvestor24
$ABBV and $MRK top the list in FCF. While ABBV has more debt , it has “plenty of firepower “ per CEO due to lack of LOEs this decade unlike MRK .. that has low debt in its turn .. and big capacity Still both are top of list for M&A activity this year and we now have $JNJ likely joining. The latter intentions are unclear with a CEO who is fixated on oncology, although $LLY revenues might have stirred some boards !!
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@FransBakker9812 15yrs??? Small ??? If it is that the $code is dead because that means NO INTEREST in power. 🫣
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$CIFR
"New Data Center Campus Lease"
This doesnt look like colocation, but build to suit, or powered land lease.
I think the lack of details and the wording around this means it's a small deal in terms of $/MW or $/acre.
Cipher Digital@CipherInc
Cipher is pleased to announce the following business updates: - Execution of a new 15-year data center campus lease with Hyperscale tenant - Closing of $200m revolving credit facility, supported by leading global financial institutions Read the full press release here: investors.cipherdigital.com/news-releases/…
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Michael retweetledi
@GavinNewsom Not sure if your comms guy read who Patrick Bateman is… but I don’t think comparing yourself to Patrick Bateman is the flex you think it is
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Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.
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Everyone is chasing AI…
Meanwhile $OPEN is sitting on a perfect storm:
Earnings improving
Rates about to move
Housing tightening
This is one of those setups where everything lines up at once.
Most people will wait for “confirmation.”
That’s how you miss it.
$OPEN to $33 isn’t crazy.
What’s crazy is how early this still feels.
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Michael retweetledi
Michael retweetledi
🚨@nickshirleyy just BUSTED WIDE OPEN another layer of the California FRAUD SWAMP, tons of SUPER EXPENSIVE cars, including a Cybertruck, parked right outside a shady Hospice Center.
Gavin Newsom allowed this.
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Michael retweetledi
This is exactly how a corrupt governor responds when someone starts exposing fraud.
Governor Newsom Press Office@GovPressOffice
Nick Shirley, right now
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Michael retweetledi
Michael retweetledi
Here is the link to become a subscriber, not expected but is greatly appreciated!
x.com/nickshirleyy/c…
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Michael retweetledi
🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP.
We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians.
It is time to EXPOSE IT ALL and end America's fraud crisis.
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@founderwithadhd Yeah all of my strikes are Jan 27 $7-$9/$10 and one set 9/18. I’m hoping most if not all in the money with spring market and hopefully a quick ish resolution to Iran by mid April,China applying pressure or support for regime change and a bonus of rus/ukr (highly unlikely).
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@Merica815 Still holding haven’t sold a single share. My options are eroding quickly though :/
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And now add our very own mortgage origination product.
It blows my mind that $OPEN is still this cheap.
This company can very easily be an industry giant in the Real Estate space.
Founder With ADHD@founderwithadhd
Kaz is delivering. $OPEN has everything going for it — the team, the CEO, and soon the macro tailwind of lower rates. There’s no reason this can’t keep climbing. Opendoor still has the potential to become the $AMZN or $CVNA of housing. It’s still early! The market cap is only $4.4B.
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Michael retweetledi
Jerome Powell is a lame duck on his way out. He will spend his remaining garbage time needling Trump unnecessarily when he should be out admitting he was behind the curve and ultimately responsible for a spike in unemployment. The Fed is a scam. End the banking cartel. It’s time.
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If your doctor only looked at your LDL and handed you a prescription, you did not get a full assessment. There is a lot more to the story before deciding if a pill is needed.
If interested in my opinion, book a discovery call with me. Link in my Bio.
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62-year-old patient comes in for a second opinion.
Total cholesterol: 278 mg/dl
LDL: 192 mg/dl 😱
His primary doctor panicked and shipped him off to a cardiologist.
Cardiologist wants a statin and a plant-based diet.
I looked at the full picture and here is what I found…
🧵
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