@McnallieM $IREN Must be one helluva deal coming for institutional investors agree to only receive 1% interest rate till 2033 on note that can't be converted till the price hits $73... show me the money!
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burp🍺🍺🍺🍺🍺🍺🍺🍺
6.1K posts
burp🍺🍺🍺🍺🍺🍺🍺🍺 retweetledi
$IREN closes $3 billion convertible notes offering.
The deal terms:
> IREN pays just 1% interest per year (super cheap loan).
> The loan must be paid back by 2033.
> Investors can swap their IOU for IREN stock, but only if the stock price climbs about 32.5% above today's price.
> The "capped call": IREN spent $201 million on a side deal to protect existing shareholders. Normally, when IOUs convert to stock, it creates more shares and waters down everyone else's ownership. This side deal cushions that effect up to a stock price of $110.30.
Bottom line - IREN raised a huge pile of cheap cash to grow their business, using a clever structure that delays dilution and bets on their stock going up.
I believe a deal is imminent. 🧐
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$SOFI $SOFX Grabbed 10 of the July SOFX 2x bull $5 calls @$3.40 avg.... good risk reward for $3,400 bet considering it's down 50% and CEO NOTO has been buying open market shares...
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$IREN Offering closes tomorrow -should get a price bump once closing is official.
The recent upsized $2.6 billion convertible senior notes offering for IREN Limited (formerly Iris Energy) is scheduled to settle and close on May 14, 2026.Offering Details: The offering consists of $2.6 billion in convertible senior notes due in 2033 (1.00% coupon).Settlement Date: The issuance and sale of the notes are scheduled to settle on May 14, 2026, subject to customary closing conditions.Additional Option: Initial purchasers have a 13-day option to purchase up to an additional $400 million in notes.The company indicated it will use the proceeds to enter into capped call transactions and for general corporate purposes, including working capital.
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$OSCR Started taking some profits on these calls @ $14 -$14.25 for 280% gain.... chart historically has found resistance in this $23-$25 range... Love OSCR but you have to lock in these kind of profits...
burp🍺🍺🍺🍺🍺🍺🍺🍺@bUrRpPPP
$OSCR grabbed 30 of the Jan 2027 $10 calls $3.70 avg.... see ya at $25
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$googll Data centers in space would certainly solve any cooling issues... space temps usually hover around -300 degrees to -500
Shay Boloor@StockSavvyShay
$GOOGL & SPACEX ARE IN TALKS TO LAUNCH DATA CENTERS IN ORBIT
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@Pharmdca $SOFI The consorted effort by shorts to keep the pps sub $16 is stunning...even with another CEO buy reported AH on friday they just keep holding SOFI down... opportunity costs continue to find retail sellers who have reach exhaustion... this is about the time they let it run.
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LT position updates Part 1
22 Portfolio Pick Buyouts $RNA $DAWN $SLNO $NARI $BPMC $MYOV $IMGN $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML $JUNO $CMRX $RLYP $ITCI $KVUE
Tech positions-
$AMZN $SOFI $META $RBRK $GOOGL $AXON $NVDA $LMND $RDDT $MELI $APP $COIN $NOW $UBER $ZS $ASTS
Top Biotech positions:
$VKTX $CYTK $ARDX $CELC $BBIO $HROW $MDGL $CRVS $TMDX $OSCR $NKTR $RVMD
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$OSCR tapping $20 on massive earnings beat... Lets see some realistic upgrades now with Price targets in the $30's!
burp🍺🍺🍺🍺🍺🍺🍺🍺@bUrRpPPP
$OSCR grabbed 30 of the Jan 2027 $10 calls $3.70 avg.... see ya at $25
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SO.... how do we remove the annoying stock quote/chart that now appears in all the stock columns we follow on twitter pro/tweetdeck... I can't be the only one who finds this new "feature" annoying.. $QQQ $SPY $META $AMZN $TSLA
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$IREN 59.1M Short Interest... "WHOOPSIES!
MONDAY MADNESS COMING!
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@stocklearner345 havnt posted on IHUB in many years... things change hope you making $$$ g/l
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@stocklearner345 Stock talk live... still going today after 15 years on Paltalk
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@bUrRpPPP what was that chat room you used to have called, stock chat or something like that, 10 years ago???
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All the healthcare co have gotten their MLR's right back to the sweet spot... gunna be a great couple of years for those that just hold.... Under the Affordable Care Act (ACA), the ideal Medical Loss Ratio (MLR) for healthcare companies is at least 80% for individual/small-group markets and 85% for large-group plans.
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$CI EARNINGS CRUSHED
“The Cigna Healthcare MCR was 79.8% for first quarter 2026, compared to 82.2% for first quarter 2025.”
Can’t wait for $OSCR ‘s :)
Wall St Engine@wallstengine
CIGNA $CI Q1’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $68.52B (Est. $66.24B) 🟢; +5% y/y 🔹 Adj. Operating EPS: $7.79 (Est. $7.61) 🟢 🔹 Healthcare Adj. Revenue: $11.48B (Est. $11.37B) 🟢 🔹 Healthcare Medical Care Ratio: 79.8% (Est. 81.0%) 🟢 🔹 FY Adj. Operating EPS Guide: At least $30.35 (Est. $30.33) 🟢 FY Guide: 🔹 Adj. Operating EPS: At least $30.35, raised from at least $30.25 🔹 Evernorth Adj. Income From Ops: At least $6.9B 🔹 Cigna Healthcare Adj. Income From Ops: At least $4.525B 🔹 Cigna Healthcare Medical Care Ratio: 83.7% to 84.7% Segment Performance: 🔹 Evernorth Adj. Revenue: $58.44B; +9% y/y 🔹 Evernorth Adj. Income From Ops: $1.47B; +2% y/y 🔹 Cigna Healthcare Adj. Income From Ops: $1.51B; +18% y/y Commentary: 🔸 “Our strong first quarter results were driven by disciplined execution, deliberate portfolio shaping and a continued focus on targeted innovation.”
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$OSCR Jan $10 calls now $9.30... No plans to sell a single call .... Know what you own and relax...
burp🍺🍺🍺🍺🍺🍺🍺🍺@bUrRpPPP
$OSCR grabbed 30 of the Jan 2027 $10 calls $3.70 avg.... see ya at $25
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$OSCR Looking good going into earnings... 120% and we are just in the first inning......
burp🍺🍺🍺🍺🍺🍺🍺🍺@bUrRpPPP
$OSCR grabbed 30 of the Jan 2027 $10 calls $3.70 avg.... see ya at $25
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$ZETA Been waiting to start a position in this name since it's popped over $20 the last 2 earnings... grabbed 5 of the may 15 $10 calls $5.25 avg...
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$OSCR Tik Tok! Oscar Health (NYSE: OSCR) is scheduled to release its first quarter 2026 financial results before the market opens on Wednesday, May 6, 2026. A conference call to discuss these results will be held on the same day at 8:00 AM ET
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