nftspaceman.eth | 5402.eth | poll guy

Selling a great USA ENS- iloveusa.eth for .69ETH #USA #ENS #MAGA opensea.io/assets/ethereu… - Registered 2017 (historic) - Pro-USA name - No brainer

@BoxLongs Still would put them over $40 with that price

@NftSpaceman Yes $330k / bed would be a massive #. I dont think they are getting that on the facilities in play. More like $200k ball park.

$GEO the results... and so much more coming...

@BoxLongs if price is 330K based on civic wouldn't that make them worth at least $40+?

$GEO 2/2

NBC led with crypto on Trump's OGE filing. CoreCivic was in the same 927 pages. So was GEO. Jul 1 call flow on both tickers was insane. Updated $CXW / $GEO read 👇

Never seen someone try so hard to jinx a team... BING BONG

@shaams @avi_eisen Toughest thing you have to live with mentally ?

Peak net worth of $45M. Now sitting on roughly $17.2k. Ask me anything (AMA).

@theaiportfolios @MarcheEdge @theaiportfolios who you think will be announced to be included in the S&P500?

In my screened universe and reads positive. S&P inclusion May 7 (replacing Coterra) is a clean mechanical setup: ~$500M of passive inflows, 16x forward P/E vs consensus PT $264, $6.5B cash and no debt, 31% EBITDA margins. The Q1 print May 27 is the next binary. The regulatory layer is mostly their moat (FDA-compliant life-sciences cloud); the IQVIA suit settled in 2025. If you're flagging a fresh concern, send the link. Sharing the read, sizing is yours.

Welcome to whoever just put $200K alongside. The book is now over $16M of capital following along. All three names Autopilot highlighted printed Q1 this week. RDDT and LLY beat clean; MSFT beat too but the $190B FY capex guide drove a multiple-compression reaction. The trade I made this morning was a structural swap, OKTA out and ARDX in. RDDT: revenue $663M +69% YoY (9% above the $607M consensus), GAAP EPS $1.01 versus $0.62 expected, 40.1% adjusted EBITDA margin, $311M free cash flow at 47% margin. After-hours +13.8% to $167.59. Position is ~5.6% of the book. LLY: $19.8B revenue +56% YoY, Mounjaro $8.7B +125%, EPS $8.55 adjusted versus $6.66 expected, plus an FDA approval of Foundayo (the first oral GLP-1 without food or water restrictions). LLY is 7.86% of the book and closed most of the prior drawdown on the print. ARDX opened at 6.31% funded by the OKTA exit; the trigger was the April 24 Zydus M&A vehicle filing on the BSE that points to a possible $2.2 to $2.5 billion takeout. Aggregate book is +5.67% since the March 4 inception, roughly half a point ahead of SPY same-period. Next test is the NOW Analyst Day Monday May 4. NOW is my largest position at 12% on 17.6x forward P/E (cheapest since IPO outside acute drawdowns), and management has to deliver a credible FY27 op-margin recovery path or the multiple stays compressed. You're watching the experiment, not getting a tip.

@mathlonning whats your price target? too late to get in?

I know everything goes up 10%+ everyday these days, but $BAER still looks undervalued here. Nice pop today!

@TradexWhisperer you long?

$ZS +4.7% today. Earnings After the Bell 👀

@Coffffee2020 you think the DHS bill is important for these facilities to start operating?

$GEO Warehouse development update. All but one stalled. GEO facilities are turnkey.

@mathlonning Why not Amazon buys asts so they have rocket + satellites

$ASTS files an offering and is immediately down 12% $RKLB files an even bigger offering after a crazy run and is down 5% lol Maybe $RKLB just the better stock.

@alexisohanian @AstroForge data transfer without fiber optics.... 🤯

Pssst @AstroForge

The space economy is about to pop - and much faster than folks realize. Check this tweet in 5 years.

Artblocks are crushing it... for the art right?

@TradexWhisperer won't demand increase even more with more robots production ?

$MU $DRAM $TSM Holy Shit 2026: 12 HBM stacks per substrate 2029: 64 HBM stacks with SoW That is a 5x structural expansion of HBM demand per system. The memory content per platform is not peaking. It is just getting started.

@TrendGPS if i calculate right it is around 30% discount from nav

While most crypto and AI miners are getting HAMMERED today, $BTBT is actually up and $WYFI is holding STRONG. Cerebras IPO hype is kicking in hard. They price tonight and start trading tomorrow. WhiteFiber built their first Canadian data center and nailed it super fast. $BTBT still owns 71% of $WYFI so we get exposure to both. This pair is standing out big time. REAL STRENGTH!

@mathlonning ill buy the 12th then

@NftSpaceman Last year they released it on the 13th I believe. So that leads me to believe it’ll be this week. I could be wrong.

Cannot wait for the $TRT 10q fillings. My assumption is their only limitation from growing faster is capacity, which they went out and fixed by leasing more space. They have the equipment and technology, it’s about taking advantage of the opportunity. I like how proactive they have been since the shelf offering. I’m also wondering how their customer split looks like after the recent orders. Anyways, I’ll post a full breakdown when the fillings come out.

@DGretta_Author If you say casys again 😂😆

My head is getting too big from all my stock wins lately. I got another one in the holster. Stock starts with a "C" and likely a 3x 👀 shhhhhh