brett favre capital

my goodness did someone finally figure out that $VPG is the ONLY pure play on Humanoids besides $TSLA?

Woah new 800V DC info on $BCAR website

$WLAC at $16 and you can buy $BCAR at NAV and $BCARW for under $1. Yeah i’ll take that bet. $NBIS $CRWV

$BCARW sub $1 is the exact r/r you swing at every day. Time will tell.

$IMSR warrants are 3.85 (stock at 8). Basically, if you have patience, can make a minimum 3-4x on BCARW from these prices. This assumes no upward movement post-close on a $500m NeoCloud working with NVDA ecosystem

@bobbyheard Seeing the comments - classic lack of patience with some of these obvious plays. WLAC was dead for months (free money). Filings / audit / new big contract? — all take time and its easy as traders to forget what actually operating a company looks like

$BCAR back under NAV while $WLAC rips through $16.

Letsgo $BCAR @exa_bits !!

@stepnotonpets $30 incoming

$WLACW racing over 6. Option volume on May calls is outrageous.

@exa_bits been real quiet lately 👀 $BCAR $WLAC

@stepnotonpets Youve nailed this one from the start

$WLAC closes at highs like a fucking monster. Opportunity to buy this below 20 is becoming smaller by the day.

@ThematicTrader 🚀🚀🧨

For $VPG, $TSLA Fremont will have 1M Optimus capacity and the second Texas Giga Factory will have 10M capacity and Elon expects production next summer at that site. There is a real world where Tesla exits 2027 at a 500k-1M unit production run-rate (I am giving base case because Elon sucks at timelines), which would represent a $200M - $400M revenue uplift just from Optimus for Vishay Precision Group. Remember, most of the gross profit (33-39% GM expected) will flow to operating income due to low SG&A scale up to support this ramp. We could see $50M - $100M of operating income lift for $VPG from Optimus exiting 2027, which we would reasonably assume the market would apply a 40-80x operating income multiple to this hyper growth business segment. That represents a range of $2B - $8B business just related to Optimus depending on scale and multiple the market gives the stock. Given Tesla, at scale, will have 11M units of capacity, I would expect premium multiples to apply like we are seeing in optics/photonics. Stock sits at $750M MC today and has tons of other growth verticals, including precision resistors for a leading optics manufacturer (Think $CIEN or $LITE), the Figure Helix humanoid relationship which is ramping quickly, aerospace and defense applications, and other Physical AI applications.

$WLAC (long) once this runs to $30 people will start looking for the next. Will need to be positioned in $BCAR at 500m mkt cap ahead of the crowd

$wlac send it

$WLAC send it

@aleabitoreddit $BCAR 500m neocloud #undiscovered

My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market. One of them ends up as the next AWS in 5 years: My guess it’s Nebius. It's not winner takes all (DigitalOcean is there with Amazon), but there's clearly superior structures and likely winners. The downside: -> Low chance of rate cuts from Iran conflict. ->Broader market doesn't appear to want to fund the CapEx cycle. But want to reap the benefits With $IREN: We get it, 4.5GW = X revenue. But who is funding the GPUs? Whoever is buying into the $6,000,000,000 ATM right now. The winners will be whoever enters after holders get fully diluted. The reality is, they don't have enough funding to monetize their capacity through GPUs without colo models. And they didn't find other financing methods, so they went through ATMs because of a cult community that will buy into anything they sell. However, I agree it will be accretive long term. Just not as much for the retail buying in now. With $CRWV: They did everything right... $NVDA backing. Hyperscaler clients... But they financed completely wrong. Now, $1.5B+ yearly debt interest is eating Coreweave alive and cuts into FCF. Almost like credit card debt, Coreweave gets a job to pay off that debt, but eventually, the debt interest is too high that working doesn't really cover that and expansion too. If any company goes down, $CRWV is the first to go the massive debt load and interest. With $NBIS: They're doing as much as they can right... $NVDA funding $2B to fund capex. Convertible note offerings (convertible note short hedging is annoying for short term price appreciation). But this is the best way to do financing structures with much lower interest than Coreweave. They now have ~$46B+ in backlog from $META and $MSFT, two of the most profitable hyperscalers out there, without direct OpenAI linked contagion like Coreweave. And unlike others; there’s appreciation from their other companies (Clickhouse equity appreciation: avride robotaxi scale up; toloka triple digit growth) From my take: Nebius is the clear winner. However, current macro environments does not favor short term holders across the board with indexes dropping 7%. Especially so if they're buying into active ATMs. Long term, the benefits when they scale up eg. $NBIS Q4 2026 (yes, even $IREN), will be immense.

$SVAC warrants 1.70 $WLAC warrants 5.25 $BCAR warrants 1.02 👀

@bluewmist Feelings come and go. Doing things based on how you feel leaves your life/goals up to chance.

@bluewmist I ignore how i feel 99% of the time. Its irrelevant

People who exercise even when they don't feel like it, what's your trick?

@guru_of_all_ Agree best trade in the market right now $bcar $wlac

$BCAR $BCARW warrants 122k volume yesterday. 55k today already. Accumulation. $WLACW $5.15. These BCARW are going to print from here. $NVDA

$WLAC $NVDA Imagine you didn't take this advice? 600m valuation Neocloud with NVDA plastered all over their website, while $CRWV and $NBIS are adding billions a day in market cap. Now imagine there was a smaller, 0 risk valuation Neocloud out there with this on their website?

$BCAR $WLAC one of these has some catching up to do….