Mr. M

@nateberkopec They gotta pump shareholders value. It’s comical.

I feel like I'm noticing more VCs and commentators get out over their skis on stating how effective agents are for coding/the productivity gains. They're acting like this is a done deal rather than something that's still very much up in the air, still being figured out.

@amitisinvesting @public Robinhood definitely pulled a stunt with @gamestop in 2021. It's so funny how people forget that.

Robinhood never pulled childish marketing stunts to get people to leave Schwab or Fidelity. They executed with product. That’s why they are winning. Maybe something to think about for your marketing team. Maybe the better product is what wins & not ad-hom attacks on competitors.

Sound familiar?

@jimcramer oh fuck.......

Very oversold...

@DollarCostAvg I would also add - don’t try to save every dollar. By doing so you’re risking of blowing up account as well.

Learn How to Hedge your Positions. Whether Market goes up or Down, you are Protected. Don’t let GREED get to you and try to get every single dollar-> that will bankrupt you. Learn How to Hedge. ✅

@37signals Do you guys tried restarting your modem?

Basecamp 4 is having some trouble and we're investigating the root cause. We'll keep you posted as we learn more. We're so sorry, folks.

@longinvest32 @AvivArazi @MathiasTheus @FransBakker9812 @Spiralout_one This aged like milk

@AvivArazi @MathiasTheus @FransBakker9812 @Spiralout_one You are about to get crushed

LFG $nbis

@thekriskay How did you land on that conclusion?

$META just told $NBIS: "go build infra as aggressively as you want, any supply the market doesn't absorb, we will." literally a safety net of demand, and no ceiling. twenty seven billion american dollars.

@Thomas3102 @danroberts0101 explained on spaces two weeks ago that they didn’t raise a single cent and they don’t have to do it anytime soon. So no, get your facts right on this.

@SpoonKidnapper The March 4 filing literally replaced the $1B supplement with a $6B ATM. If they sold 66 million shares for the first billion already, why do you think they opened a $6B ceiling just to look at it?

The market is panic selling $NBIS again… but this is exactly where the misunderstanding is.. This convertible isn’t like $IREN's ATM and that difference is everything. $NBIS: 1. Raises $3.75B in convert debt 2. No immediate dilution 3. ~6% max dilution, only if stock is much higher 4. Tied to a $27B Meta contract $IREN: 1. $6B ATM equity 2. Dilution starts day one 3. Potentially 20–40%+ dilution 4. Sold at whatever price the market gives So while NBIS shareholders keep upside today, IREN shareholders are already paying for growth.

@eurofounder ….diversity?

My cousin Dietrich is one of the best paid engineers in Germany He makes €41,000 a year before tax Last week he got an offer from a big tech company in the US that would net him $350,000 "Are you going to take it?" I asked him "It's a good offer, but I would actually earn less than now" He is right. In Europe, he makes €41,000 and gets: - Free healthcare - Strong privacy protections - Diversity - Pension benefits If you count this in, it's much more than $350,000 European salaries are the highest in the world if you adjust for quality of life

@Edge_Bolt @ilzmcfly I don't expect an announcement until end of April, early May to be honest.

@SpoonKidnapper @ilzmcfly I also don’t think any announcements this week.

I told you guys, demand is nuts. If a $IREN wanted a whole hypescaler to take the 1.4GW at SW1 they could do it today. But why let go of such an asset? $IREN Conservative Fair Value is $75 based on its $3.7B ARR for 2026 (And thats discounting it by 20%) Market always prices execution risk. Now imagine when more contracted capacity comes their way. Hmm 🤔

@Edge_Bolt @ilzmcfly I think you'll be fine. We are not out of the woods yet with Iran and oil.

@ilzmcfly Agh I sold covered calls today, starting to hate the play now. It’s for the 47 and 49 covered calls for this week expiry. To offset I bought October 55C for 2026.

@richard0237 @ItsaMario4 @JimChuong What he is talking about is RRSP when you are a high earner. You get more contribution room each year in your RRSP when you're making $200k+ than you get in TFSA.

@ItsaMario4 @JimChuong wtf are you talking about!

According to the CRA only 0.2% of Tax Free Savings Accounts (TFSA) have over $200k lol Canadians literally fighting hard to stay poor

@GrindeOptions Nice!

@SpoonKidnapper March 20

My $IREN CSPs are doing quite well.

@JustusFult99485 @chiptomunk @getaisavvy Wow, look at that pussy

@chiptomunk @getaisavvy Not most upside yall are retarded, who tf planted that in your head. NBIS on higher margins already w 5 other businesses. Way better management.

So let me get this straight: GW + GPUs -> $IREN GW - GPUs -> $CIFR GPUs - GW -> $CRWV $NBIS Is that right?

@NighthawkTradez I don’t see $GME

Oh dear god is this MOASS??

@PaulRod08033363 @Thomas_james_1 What dilution?

@Thomas_james_1 IREN, too much dilution‼️

The ONLY Chart you need for $IREN Last week $NBIS announced a $2 billion investment from $NVDA, which propelled the entire industry upwards. With the wider market continuing to pull back lower as a result of the Strait of Hormuz being closed, oil prices rising and how that will impact inflation, it wouldn’t surprise me to see growth stocks like $IREN re-testing their previous support levels ($33) over the next few weeks. But as soon as the Middle East conflict is over I expect the entire market to short squeeze/recover very quickly (I made a post yesterday explaining hedge funds largest ever put position on the QQQ at the moment, when these puts are closed & calls opened, expect a HUGE upside move). When that happens $IREN will break this triangle shaped pattern to the upside through $60, $70 and towards new highs, ESPECIALLY if they can announce another hyperscaler deal in unison. I’m expecting BIG things from Data Center stocks in 2026. My advice? Wait for the ‘Weekly Buy Signal’ on the MMTG buy/sell indicator package (link in bio to get the full indicator package) and then go HEAVY on $IREN I’m posting 20 of the BEST setups in the market this weekend, be sure to check them out, and let me know which one you’re most excited for!

@Lucelex @chiptomunk why would it open that hight? did something happen in Iran? genuine question, I have no clue.

@SpoonKidnapper @chiptomunk oil 150$ on open monday

Nice.

@Lucelex @chiptomunk Where do you see that?

@chiptomunk maxpain next week is at 22$ ?