SY

Just a decade ago, this was an obscure no-name stock trading for pennies Now it's a mid cap miner

$IREN Just added 7 new positions for Prince George in the past 24 hours. Interesting 🧐

this $POET story is just incredible - only photonics stock to do nothing all year - short report 2 weeks ago takes it down to $6.80 - CFO confirms a $MRVL order on a podcast a few days later - stock jumps from $6.80 to $17 - Marvell comes out and says that was a breach of confidentiality - stock down 45% in a day the crazy thing about this is that the CEO of POET owns…7,000 shares. what do people think? is it a buy the dip because their optics tech will be used somewhere else? CFO leaking news is just a never touch stock? the south koreans are HEAVY in this name, many of them have been forming groups for the past year and sharing their DD. last week was a huge win for them which created more fomo on this name across the world but today feels like a material reason for the stock to be down over the short report from a few weeks ago. still has $430M in cash but barely any revenue and with a big order getting canceled…the hope of that revenue growth seems to be the reason the stock is getting hit. how are people thinking of this one?

If your buying POET because of some very misleading posts making you think the CFO said in the stocktwits interview they recently did a deal with $MRVL you should probably be aware there is no new deal with MRVL all the CFO said was they have a deal with CelestialAI which has been known for years / that got acquired by $MRVL which is well known. If your invested just understand what it is and what it isnt

$NBIS This is not a flex, these are liabilities. Never has Nebius build large scale data centers at rack densities above, or on par with $IREN. Nebius has made fame a decade ago as a company that supposedly rivaled Google because it was a search machine software 😂 "signing only $3B because you're out of capacity" -> "just wait until they sign Anthropic and surpass $200 per share" Maxed out all capacity for 2026-2027 ✅ Signed deals asap to pump share price ✅ Disclose nothing, absolutely nothing, except topline ✅ Don't use the ATM for 1-2 quarters to make people forget about it ✅ Use convertible notes after the ATM so people completely forget there is one open ✅ Declare yourself the winner of the AI Cloud race at $161 per share ✅ See your NJ site slowdown, opposition accelerate, permits nowhere to be found 📛 Deliver a dumpster fire of a PnL for the remainder of 2026-2027 📉 With all your deals signed and NONE delivered, see the stock start to deteriorate as hot money moves to the next winners that have capacity to sell 📉📉 Well done retail, you played yourself. Chilling and printing turns into: "I have been trading Nebius all the time, vastly outperforming Nebius" (Daniel Koss supposedly traded Nebius because he can predict the stock price rather than understand the fundamentals?, receipts are to be found in the drawer with Nebius deal metrics). Nebius was a great short at $161, but it will do down much further. The market won't have patience for $NBIS to hit their 2028 positive EPS. I am collecting satellite material of the failures they call data center sites at Nebius. I have no problem debating these spreadsheet Europoors who were no different than the guys rooting for $CLSK last year when they were running hot without a chance at profitability. Long $IREN. Proud $NBIS bear.