Vcasper

103 posts

Vcasper

Vcasper

@VanBarfield

ask me

Miami, FL Katılım Aralık 2022
76 Takip Edilen39 Takipçiler
Wizardofdigi
Wizardofdigi@Wizardofdigi19·
@evan__trades 2021 novo bought $BTGO for 1.2 billion. At the time it was unheard of. You know novo wants to do something absolutely huge here but they gotta get moving.
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Evan Trades
Evan Trades@evan__trades·
Claude was able to run some numbers on where $GLXY would stand in DC business in future if next tenant is found. Already surpasses the top names $APLD $HUT $CIFR Still undervalued and down 30% from its original highs. Take a look into the company and see if you believe in the future of ai power
Evan Trades tweet media
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Vcasper
Vcasper@VanBarfield·
@FinnStockinger What also can be driving it is the fact that right now it’s sitting on less than 4 million shares public float. It had a huge redemption, which dropped the float significantly. Since March 31, the annualized borrowing fee went from 46.5% to what it is now at 69.1%. Many factors.
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Finn Stockinger
Finn Stockinger@FinnStockinger·
The stock I had on my watchlist for this week, but it just wouldn't wait for me. Xanadu $XNDU has blasted off toward $15, rallying nearly 85% from its recent lows. If you’re feeling that sharp sting of FOMO, stop. Before you hit "buy," you need to understand what’s actually driving this rally and where the traps are hidden. 1️⃣The Market View (Fundamentals) Xanadu is the undisputed leader in photonic quantum computing. Their edge is backed by three consecutive breakthroughs published in Nature: ➡️Aurora (2025): The first modular computer on chips. Instead of building one giant processor, they connect units via fiber optics. This offers a level of scalability their competitors (IonQ, Rigetti) struggle to match. ➡️GKP (2025): Proof of concept for qubits with "built-in" error correction. ➡️Software: Their PennyLane library is the industry standard. Even if their hardware stumbles, their software holds massive strategic value. 2️⃣Guidance: When will the real dollars arrive? Despite the mooning stock price, the financials reflect an incubator-stage startup: ➡️Revenue: 2025 revenue was a symbolic $4.6M. The 2026 forecast sits around $15-20M (high growth, but from a tiny base). ➡️Profitability (BEP): Management is targeting positive cash flow only by 2029-2030. ➡️Cash Runway: Thanks to the SPAC merger and Canadian government backing (Project OPTIMISM – approx. 390M CAD), they have enough fuel for about 4 years without needing to dilute shareholders further. 3️⃣A Reality Check: Why you shouldn't chase the pump At $15, we are entering a high-danger zone. Here is why you should take your foot off the gas: ➡️Astronomical Valuation: At current prices, you are buying a company with a Price-to-Sales (P/S) ratio in the hundreds. You are paying today for success that is scheduled for five years from now. ➡️The 1% Loss Wall: Engineering-wise, Xanadu must reduce optical losses on their chips by roughly 20-30x. This is a massive manufacturing challenge. If they can’t master the precision of silicon photonics, the tech stays in the lab. ➡️The Lock-up Trap: September 2026 marks the end of the insider lock-up period. When early investors and employees start cashing out their shares, the sudden supply could easily crush current demand. ⬇️The Verdict: Xanadu is a technological masterpiece, but chasing the ticker at $15 is a textbook FOMO trap. The quantum market is brutal and volatile. If you didn’t grab this at $8 or $9, it’s better to wait for a correction and for the hype to cool down. Remember: on the market, opportunities are like buses - there’s always another one coming. Thanks @PhotonCap for your detailed article 👊 #XNDU #Investing #StockMarket #QuantumComputing #FOMO
Photon Capital@PhotonCap

$XNDU

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Dingo__hunter
Dingo__hunter@dingo__hunter·
Borrow on $XNDU is 150%
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Vcasper
Vcasper@VanBarfield·
@dingo__hunter What does it mean that the borrow is 150%? Is it because the public float is in the low 2mil to 3mil range?
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Vcasper
Vcasper@VanBarfield·
$XNDU I don’t understand why no one is talking about the low public float. That is around 2 to 3,000,000 shares.
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Vcasper
Vcasper@VanBarfield·
@YoungBullis Wow…nice you own 333 shares…I public float is low also…between 2 mil to 8 mil I just can’t find the exact amount
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YoungBull
YoungBull@YoungBullis·
Everyone's talking about IONQ and RGTI for quantum. Nobody's watching $XNDU. Photonic approach. Different architecture. I own 333 shares. If I'm wrong, it's a small loss. If I'm right, this is the one I tell my kids about.
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Vcasper
Vcasper@VanBarfield·
$XNDU Does anybody know how much is there in the public float and where to find that number?
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Vcasper
Vcasper@VanBarfield·
FLOAT TIME BOMB 💣💣💣 XNDU (CHAC) IS A LOW FLOAT TIME BOMB NUMBERS DON’T LIE: - 19.4M SHARES REDEEMED - ONLY ~3.2M LEFT - ~86% REDEMPTION REAL FLOAT = ~2.5M–3M - ISPO → $10 to $100+ - THCA → insane runner - ESSC → multiple spikes into the $20s - HLBZ → $28
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Vcasper
Vcasper@VanBarfield·
$XNDU ($CHAC) LOW FLOAT TIME BOMB You don’t get these every day. 👀 WATCH THIS CLOSE If volume hits… this can MOVE FAST. ⚠️ Not financial advice. Low float cuts both ways. But if you’ve ever chased one of these AFTER it ran… You already know what this setup looks like.
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Vcasper
Vcasper@VanBarfield·
$CHAC / $XNDU 🚨🚨 XNDU (CHAC) IS A LOW FLOAT TIME BOMB 🚨🚨 THE 8-K JUST DROPPED AND THIS IS EXACTLY WHAT YOU WANT TO SEE. 📊 NUMBERS DON’T LIE: - 19.4M SHARES REDEEMED - ONLY ~3.2M LEFT - ~86% REDEMPTION 👉 REAL FLOAT = ~2.5M–3M LET THAT SINK IN.
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Vcasper
Vcasper@VanBarfield·
🚨🚨 $XNDU ($CHAC) IS A LOW FLOAT TIME BOMB 🚨🚨 🧠 REAL TALK Is this guaranteed to go to $100? No. BUT… 👉 This is the EXACT STRUCTURE that has produced some of the most violent runners in SPAC history. - ~86% redemption - ~3M float - clean setup
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Vcasper
Vcasper@VanBarfield·
🚨🚨 $XNDU ($CHAC) IS A LOW FLOAT TIME BOMB 🚨🚨 🚀 WHAT HAPPENS NEXT? Low float + volume = EXPLOSIVE MOVES Low float + hype = HALTS + PARABOLIC And we’ve seen this movie before…
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Vcasper
Vcasper@VanBarfield·
🚨🚨 XNDU (CHAC) IS A LOW FLOAT TIME BOMB 🚨🚨 📅 PERFECT TIMING Ticker just changing → XNDU This is the phase where: - float just got confirmed - nobody fully priced it in yet - momentum hasn’t piled in (YET) THIS IS WHERE THE BIG MOVES START.
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Vcasper
Vcasper@VanBarfield·
🚨🚨 XNDU (CHAC) IS A LOW FLOAT TIME BOMB 🚨🚨 ⚠️ AND HERE’S THE KICKER Most shares are NOT even tradable: - PIPE = locked - insiders = locked 👉 WHAT’S ACTUALLY TRADING IS TINY THIS IS HOW SQUEEZES START.
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Vcasper
Vcasper@VanBarfield·
🚨🚨 $XNDU ($CHAC) 🔥 THIS IS PRIME LOW FLOAT TERRITORY THIS is the SAME setup that created: - ISPO → $10 to $100+ - THCA → insane runner - ESSC → multiple spikes into the $20s - HLBZ → $28 👉 ALL of those had ~1M–3M floats 👉 XNDU IS RIGHT THERE.
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Vcasper
Vcasper@VanBarfield·
🔥 THIS IS PRIME LOW FLOAT TERRITORY THIS is the SAME setup that created: - ISPO → $10 to $100+ - THCA → insane runner - ESSC → multiple spikes into the $20s - HLBZ → $28 👉 ALL of those had ~1M–3M floats 👉 XNDU IS RIGHT THERE. ---
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Vcasper
Vcasper@VanBarfield·
FLOAT TIME BOMB 🚨🚨 XNDU (CHAC) IS A LOW FLOAT TIME BOMB 🚨🚨 THE 8-K JUST DROPPED AND THIS IS EXACTLY WHAT YOU WANT TO SEE. 📊 NUMBERS DON’T LIE: - 19.4M SHARES REDEEMED - ONLY ~3.2M LEFT - ~86% REDEMPTION 👉 REAL FLOAT = ~2.5M–3M LET THAT SINK IN. ---
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Vcasper
Vcasper@VanBarfield·
@elonmusk I only have $50,000 to invest in SpaceX. Can you sell me shares before the IPO?
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