Mani

Uh oh $SMCI seekingalpha.com/news/4578626-s…

Why does Hardik Pandya open the bowling for any team at all? He is not an opener.

Terrestrial Energy $IMSR one step closer to commercial ops. Some call it a cheaper $OKLO Will be interesting to see how $BE performs too given nuclear tailwinds. ir.terrestrialenergy.com/news-releases/…

@FuzzyPandaShort pre revenue - that's all it means.

You don’t have a real business when your significant business update is receiving “positive feedback” $FRMI “Positive feedback” is something your mom gives you, not a future AI tenant.

$NOW had a pretty ordinary Q1 print IMO (topline +22 Y/Y, EPS almost flat Y/Y) .. surprising given we had a full Q of Moveworks and Armis. War in ME had something to do, but we also see a Y/Y slwodown in RPO. Well, but .. Raises full year guide (+21%Y/Y vs +20%Y/Y prior) More Consumption based pricing Good momentum on Now Assist Analyst day on May 04 where they reveal long term plan

New high investment grade hyperscaler tenant at $APLD ir.applieddigital.com/news-events/pr…

Holyyyyy $OKLO This is the start we were looking for oklo.com/newsroom/news-…

$NOW's Armis or Moveworks upside doesn't look baked into estimates. Analysts are still hanging at 21% Y/Y

No sale on $FRMI and it is all business as usual. Next stop: Project Matador. prnewswire.com/news-releases/…

Something's brewing at $CORZ, may be another deal Over the last week: Two Seas recently disclosed a 5.7% stake. National Finance Group Inc. purchasing shares. Today $3.3B senior secured notes offering proposed. Very bullish option chain in current week.

@Mayhem4Markets $NVDA buys back their own GPUs and debt at 9%+ interest? You've got to be joking.

Hearing rumors of takeover potential for $CRWV. Some speculation $NVDA could be the buyer. This has the stock seeing more trading activity.

@MerlijnTrader I thought this is just tax time neutralization.

INSIGHTS: 🇺🇸 Three liquidity injections. Same week. Fed injected $5,058,000,000 before market open. Treasury released $90,000,000,000 via TGA. Now the largest Treasury debt buyback in history. $15,000,000,000. Governments don't inject this much liquidity for no reason. They inject it when something is breaking. Or when they're preparing for something big. The U.S. Digital Asset Reserve announcement is coming within weeks. Connect the dots.

Weird, nobody wanted my $FRMI?

This is even stanger given $FRMI is up against a NRC scoping deadline before EOD today. Wait and watch I guess. techcrunch.com/2026/04/20/fer…

ca.finance.yahoo.com/news/ondas-rec… $ONDS deeping claws in defense.

@Kalshi @grok how?

When will this insanity stop?

@pitdesi Bro you are a star

PSA: Udupi Palace on Valencia has excellent Benne Dosa (New item) It’s a thicker dosa made with butter and a simpler masala Really good!

This week's two most important qsts for $BIRD: 1. Should you buy an All-birds pair of shoe now? 2. Should you buy an All-birds put? Answers: 1. No 2. Yes Rationale for buying puts: 1. AllBird to NewBirdAI feels more like a narrative reset, neither the management not the board have any prior experience with datacenter or hyperscaler infrastructure buildouts. 2. A large portion of their assets is inventory (32%), higher than comparables like ON and HOKA's holding cos. As explained in pt. 2 below, any pressure to extinguish debt will imply added discounting, which means lower average revenue. .. which points to buying puts. Rationale for deferring shoe purchase: 1. Inventory turnover for Bird has been 3x (1.25 days) better than the average (3+ days). I think discounting has more to do with this than anything, which leads me to believe that this trend might continue. 2. Existing debt almost equals Inventory. There will be added pressure by the next financier to existinguish debt by all or most of the inventoruy quickly .. which points to lower shoe prices in the future.

@CMShehbaz @realDonaldTrump tum log ka thank you match kab khatam hoga?

Mr President, on behalf of the people of Pakistan, Field Marshal Syed Asim Munir, and on my behalf, I express my deep and profound appreciation for your kind and gracious words. @realDonaldTrump