Specific Ocean
10.7K posts


Summary of the twitter investing:
$SIVE bottlenecks bottlenecks
$NBIS we got deals
$IREN we secured 6GW of power, also wen deal
$HIMS we got peptides and boner pills
$NVO we're making sure you lose weight and money
$MU we're apparently cyclical
$TE we're going up, then down, then up, then down
$APP margin over 9000 but we go -10% on a green day
$TSLA f yeah, Elon will go to Mars man! Who gives a f about 5000 p/e.
$PENG 🐧🐧🐧🐧🐧🐧🐧
$SHMD we have no money, but we have dilution/debt
$RKLB P Beck is our dad and we love it
$TGEN we sold 1 chiller in 2 years, in your face!
$BTC we're save haven against hyper-inflation, we deflate your wallet
$NLST we have no business but we'll keep draining SK Hynix
$SOI uh la la on s'en bat les couilles, to the moon
$ZETA SBC is not that bad, all software companies do it
$TMDX why we dropped, flight tracker was showing record amount of flights
$NUAI best company ever, $IREN #2 but without MA
$PSIX (2y later) we're ramping up to improve our margin
I just saved you from 10h of doom scrolling.
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@Topo_G It fks with my sleep a bit the first day. It's great for a weekend when you know you want to get at it a couple few times a day.
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@DeepDishEnjoyer I disagree. I just finished it. The ending was cathartic.
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@daddyYo2539 Space is so tight in there. I can't imagine extra secret service bodies just lingering around.
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@TheGwilliam @wilterings I can't believe you have poutine. Truly amazing.
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If my Costco had poutine it would be game over. So these people understand how good they've got it?
Gwilliam@TheGwilliam
@wilterings Poutine is like 2000 cals
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@JoyceCarolOates Streisand Effect incoming. This just screams "guilty of tax crimes".
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Why is this happening?
Josh Gerstein@joshgerstein
FLASH: DOJ expands settlement in Trump-IRS leak suit to cover audits of all tax returns filed by Trump, family members, companies and trusts. Waiver of IRS' claims contained in addendum signed by AAG Blanche that was not in agreement released Monday politico.com/news/2026/05/1…
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$NBIS Whoa! Someone is bullish…but why? Hmm let’s brainstorm…
Short timeframe means they may expect:
A major contract announcement
Earnings blowout
Hyperscaler partnership news
Another MW expansion reveal
momentum squeeze
Gamma squeeze
AI infra sector melt-up
TOE_TokenFactory@StbjergTro97997
Ouch 😳
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We just completed one of the more interesting and gratifying tenant cash for keys buyouts.
Two family members occupying two separate units in our building. When we purchased the property a few months ago we approached the daughter, a lady in her 60’s who had been living on the property for 30 years. Her elder mother and brother lived in another unit downstairs. At first their reaction to our buyout offer was a hard no! They had very low rent and were very comfortable with the space.
Never the less she was super nice and chatted with me every time I came by to the property. She ended up telling me she had grandkids in a city about an hour away from LA and joked how tough the commute was to see them.
That night out of curiosity I looked up rents where her grandkids lived. You could rent a 3BR house with a yard and in unit laundry for not too much more then the two apartments she and her mother/brother were renting from us. So the next day I went back to her and showed her a couple of the listings.
I asked her what if we paid them ~$26K for each unit and she could rent a house with a yard 5 minutes from her grandkids. She looked at me like I was messing around and laughed it off.
A couple days later she called me and asked if I was really serious. I said yes, and within 3 weeks she found a home to rent with her mom and brother, very close to her grandkids.
Cash for keys gets a bad rap as landlords taking advantage of tenants. But in LA there are very specific guidelines to follow and tenants have no obligation to accept any offers. You give them a disclosure that tells them to go talk to the housing department or an attorney etc. Even after they sign a buyout agreement they have a 30 day rescission period to cancel.
This was likely one of the bigger win win buyouts I’ve done.
We unlocked a good amount of NOI and equity on the property.
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The tenant got to rent a house with a yard 5 minutes from their family, while getting a check for over $50K
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@TheBigBerbowski $IREN is interesting given their locked in power and no big deals yet. It could pop, bit sentiment seems extremely animated on both sides of the argument.
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I do understand the appeal in $NBIS and I do understand some flags people see in $IREN's model, but I don't understand the need to insult the whole community of shareholders on a regular basis.
I don't have the full history of the "conflict" but I think some IREN folks stepped on his toes lol.
For example, even though I had very bad xp with $SIVE community, I think it would be completely stupid to label them as dumb. I met some people who insulted me a few times, but there's a lot of intelligent folks who replied and gave their feedback.
There's no need to generalise.

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It's wild how you can watch Rick and Morty over and over and still pick up new stuff every time.
Chad@braves2430
Which show are You choosing? 👀
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@moridinamael Arrival is an amazing movie. Due to the nature of the film, it's better on a second viewing.
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In Arrival the aliens - who are the far more advanced species - are not trying to learn our language at all. They explicitly want to force the humans to learn Heptapod, that’s the whole reason why they came. Rocky, on the other hand, has a fantastic memory and superior auditory processing capabilities, and basically learns English by memorizing Grace’s words. Then, to speak to Grace, he uses a babytalk version of Eridian with pseudo-English grammar. The two characters meet in the middle, leveraging the strengths of their own species. Of the two, Rocky is doing more work.
Dr. Kohan🏛🏛🏛@kohantoys
Lo que más me gustó de Project Hail Mary es que tomó TODA la premisa de Arrival y la resolvió en un montajito de 40 segundos.
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@bradsferguson cost basis after two splits is $.04 - it's 99% of my portfolio at this point. god help me.
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😅I know many people who once had 5% of their money in SpaceX and now it is over 50% of their portfolio simply because of SpaceX’s explosive growth in the last four years…
and sadly $TSLA being flat 😢
Fortunately, Tesla is still up 20x from seven years ago. They are doing OK
Aaron Burnett@aaronburnett
I did the math and that’s more than half of the percentages possible.
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