Mike Does Finance

@Bubblebathgirl That’s not how write offs work

Influencer “spent $800 on a nobu res at Coachella and have absolutely no regrets.” That’s because she will likely write it off on her taxes as a business expense. That means all Americans who pay taxes are subsidizing her extravagant lifestyle. Nadya Okamoto, known for co-founding the menstrual equity organization PERIOD, currently lives in New York City. Nadya doesn’t actually believe in equity. She just believes in gluttony. (nadyaokamoto on IG)

@TraderPazos @WillTownTech @ToTheMadMax @rcrwirelessnews @Amazonleo @Globalstar @SpaceXStarlink @AST_SpaceMobile @Forbes This is false

@WillTownTech @ToTheMadMax @rcrwirelessnews @Amazonleo @Globalstar @SpaceXStarlink @AST_SpaceMobile @Forbes It’s worrisome the launch cadence. 0 rockets so far this year.

This is a great read from @rcrwirelessnews on @Amazonleo and the @Globalstar acquisition. I concur. Not only will it not allow them to catch @SpaceXStarlink, but it also does not match @AST_SpaceMobile's superior LEO/ NTN tech stack that I have analyzed in my past @Forbes pieces ⬇️

For the last handful of quarters, chips players, particularly $NVDA, were the most consequential earnings. While still important, this time around hyperscalers and the layers above them are more important. Will money keep flowing into the ecosystem? We will find out this Q.

@TheLongInvest I’d buy back as many shares as possible below Nav before buying ETH.

If I were $SBET and $BMNR right now I’d be all in $ETH All cash deployed

@saylor @LaDoger But…. Volatility is your friend? Right?

It’s all about the Sharpe. $STRC

Congratulations to $KEEL shareholders! We just released our first edition of the site by site analysis series for $BITF- $KEEL. Give us a follow and check out the full report on the Moses Lake, Washington site in the first comment ⤵️ KEEL's Moses Lake site is a former Titan missile command facility built between 1958 and 1963, engineered to survive a 10-megaton nuclear detonation at 0.25 miles. The reinforced concrete, oversized electrical conduits, and load-bearing capacity give it structural compatibility with high-density AI compute that most commercial real estate cannot match without expensive modification. Phase one targets 18 MW with rack density up to 190 kW per rack, direct-to-chip liquid cooling, and a PUE between 1.15 and 1.35. The site previously housed roughly 4,000 Bitcoin miners. The retrofit is a full rebuild of the thermal and power backbone, designed around NVIDIA GB300 and Blackwell-generation reference environments. Grant County hydro power runs near $0.026/kWh, though rates are increasing 9.5% to 10.7% under a new unbundled framework effective April 2026. An 80 MW adjacent substation provides headroom above the phase one allocation. The equipment commitment through Vertiv is $128M for 18 MW, roughly $7.1M per MW. No tenant is signed yet. Construction completion is targeted for December 2026, ready-for-service in H1 2027. Permit approval, construction completion, and a first signed lease are the three milestones that determine whether Moses Lake transitions from a development asset to a revenue-generating one. Full site analysis on Northwise, covering capital structure, power economics, retrofit engineering, and the risk framework investors should track over the next 4 to 6 quarters.

@bygregorr @joinautopilot Globalstar has D2D spectrum. Leo (fka project Kuiper) does not.

@joinautopilot What made Amazon pick Globalstar over building their own constellation when they've already got Project Kuiper satellites in orbit?

New: Amazon to challenge SpaceX's Starlink by acquiring Globalstar for $11,600,000,000 $AMZN has added ~$127,600,000,000 to their company's valuation today

@BlakeHer_on @StockMKTNewz Apple already had the service from GlobalSat and owned 20% of the company. Amazon acquiring GlobalSat has no impact on Apple’s reliance on carriers.

@MikeDoesFinance @StockMKTNewz go on.

AMAZON X APPLE PARTNERSHIP Amazon $AMZN and Apple $AAPL just announced a new agreement for Amazon Leo to power satellite services for supported iPhone and Apple Watch models

@BlakeHer_on @StockMKTNewz No it doesn’t.

@StockMKTNewz leo gets them closer to never needing a carrier again.

@InvestNorthwise Shouldn’t they raise debt, not issue equity if shares are under fair value?

No plans to sell $NBIS from Northwise. There may come a time to trim some shares, but we are too far from where we see fair value today. Be aware, tapping the ATM might make sense here. Just responsible financing from management. Great time to secure capex and potential acquisition war chest.

As an isolated metric, p/e is 100% irrelevant.

Our 2026 $AMD full modeling, price targets, present value calculations and analysis are coming soon. Check out our free newsletter in the first comment to be the first to receive it. This will be our full case of why we believe $AMD will be over $1000 a share by the end of 2030, full warrant dilution included. $AMD remains our second largest position behind $NBIS and we are more bullish than ever.

@DiaTSLAPLTR @unusual_whales Lmao

Revenue per dollar of fixed assets cut in half across the five largest companies on earth is the real AI story nobody wants to say out loud. They’re spending like it’s 1999 and hoping monetization catches up. With GDP at 0.5% and enterprise budgets tightening, that catchup timeline just got longer.

Revenue generated per dollar of fixed assets, per FT:

Why $BMNR is stacking Bitcoin while it still hasn't hit it's 5% of ETH target is way beyond me.

@daveginvesting @SpaceX This will happen, but at the same time it’s a great way to cull the herd of employees. Will get rid of some top talent, yes, but will also get rid of people that aren’t there for the vision

I wonder if we see a flood of retirements at @SpaceX as employees' shares suddenly become worth so much that they no longer need to work. Wouldn't surprise me if this is something they worry about. The valuation has ballooned Extreme fast.

@BMNRTracker I’m not buying the 1.6 mNAV, don’t think that’ll ever happen again

Just get your hands on 3,448 shares. $ETH at $20,000 would likely put $BMNR around $290 (1.60 mNAV). With 3,448 shares and $BMNR at $290, you will be a millionaire.

@Lea_Moreau77 @earthcurated Everything is genetically modified

@earthcurated It's genetically modified food again. I've never heard of rich people eating genetically modified food; it's always for the poor. They're using the lower classes as guinea pigs.

🚨 Scientists in India have introduced an innovative “designer rice” packed with triple the protein and a lower glycaemic index, aimed at helping address rising diabetes rates.

@Teslaconomics What’s your discount rate for SpaceX?

SpaceX is going to IPO in 2026, and anyone that thinks this company is overvalued based on today’s revenue simply DOES NOT understand basic finance. SpaceX is targeting a $1.5 to $1.75 trillion valuation on roughly $15-16 billion in revenue right now (and already making about $8 billion in profit, mostly bc of Starlink). And many are telling me to check out other companies that are public at similar valuations and what they actually bring in to see why SpaceX is overvalued. So I did. • SpaceX: $1.75T valuation on ~$15-16B revenue • Saudi Aramco: $1.78T valuation on ~$450B revenue • TSMC: $1.75T valuation on ~$120B revenue • Meta: $1.45T valuation on ~$201B revenue • Tesla: $1.4T valuation on ~$95B revenue Every single one of these companies generate way more $ revenue today than SpaceX… some of them 10x or even 30x more. Yet the market is putting SpaceX in the same club. Why? You see, finance isn’t just about this year’s sales numbers. It’s about what a company is going to become. Like let’s say someone is worth $0 today, generating $0, but you know that person is going to be a $ billionaire in the future… is that person worth $0? No. That’s basically what’s happening here. SpaceX owns affordable rocket launches, Starlink is on track to connect the whole planet, they’re already profitable, and Starship could open up space in ways many are not thinking about or ever seen. If you’re still judging it purely on today’s revenue with old-school rules, you’re missing how the stock market actually works. Like WHAT IF SpaceX is the only company that owns space and new planets and new colonies? And what about the new technologies and breakthroughs that come about from doing so? There are so many things… How can you put the same value on a company building humanity’s future off-Earth as companies whose businesses are completely confined to Earth like the ones above? The scale and level is completely different. These are the important questions you have to ask yourself. The stock market is smarter than you think… I’m buying hand over fist when SpaceX IPOs, even though I’m already an owner. $1.75 trillion for this company is too cheap!

@entreprenoober @TokyoDeepValue I'm retweeting thorough research on neo scalers. Doesn't mean I think they are good/bad buys, just good research.

@MikeDoesFinance @TokyoDeepValue Brother, you are retweeting random crypto projects.

I found a Japanese company last week. $60M market cap. $70M cash on the balance sheet. Zero debt. Profitable for 30 straight years. You are literally being paid $10M to own the business. This is what Japanese deep value looks like.

@entreprenoober @TokyoDeepValue Not in investing evidently

@MikeDoesFinance @TokyoDeepValue