
TripleBrain
563 posts





$BOT is still trading at 4x NAV. With a $2,000,000,000 effective ATM. Even after the 21% drop. So now it’s ~$600M MC, off $146M in private assets. Then off those assets, they own ~$37M of Figure. Which you’re essentially buying at $160B valuations while the leading humanoid maker in Unitree is IPOing at $6B. So just because a $146m private fund went public doesn’t mean there should be a multi-billion dollar retail wealth transfer? Maybe the fund had good intentions? But idk after the $2B equity financing facility, that move just seems predatory when there’s already a valuation NAV disconnect.





Kevin Xu on ChatGPT this week













$QS @kevinxu great pick! Battery theme is ripe, and QS is a leader. Let’s ride 🚀



Call me crazy, but I just made a new trade and its an even bigger banger.









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