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blade
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I think my calculations were probably a bit off actually bc of my MTM calculations but their new Roth deal has a floor at $13.45
anyway bottom sniped cheers
blade@blade_
to be honest at current prices it isn't even half bad
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These guys r running Microstrategy for robotics equity man this is kind of genius and insane
blade@blade_
Robostrategy issues shares at premium Sells to Roth Issuance and sale at premium increases NAV for everyone Use proceeds to plow into more robotics equity Ngl kinda like a ponzi but depends on new issuances to not aggressively dump which they r prob meticulously planning to account for
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Robostrategy issues shares at premium
Sells to Roth
Issuance and sale at premium increases NAV for everyone
Use proceeds to plow into more robotics equity
Ngl kinda like a ponzi but depends on new issuances to not aggressively dump which they r prob meticulously planning to account for
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Feel like this is significant
Dylan Field@zoink
Quick update: not dead. $FIG Q1 results: → 46% YoY revenue growth, accelerating for the 2nd straight quarter → Net Dollar Retention Rate increased to 139%, our highest rate in over two years → Raising 2026 revenue guidance for the year Design matters more than ever.
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made a simple dashboard for the $CBRS IPO tomorrow, comparing current HL and @tradexyz prices to @Polymarket implied close prices based on odds and books
curious to see how things play out tomorrow and how accurate these markets are on pricing such events
cbrs.argus.vip
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@0xMerp def possible but i feel that for such an IPO in the current climate it's a super high variance trade where you could possibly get fucked at open, and due to current spreads positions are difficult to open or close (and books could remain weird for a short bit after open too)
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part of me wants to short because of the gap the other part of me wants to max long because i see 1/95 of NVDA valuation and that makes it seem extremely free if you look at it in a vacuum and assume it can be a complete frenzy
merp@0xMerp
with $CBRS listing in less than 12 hours, its currently trading at a 57% premium to the $185 open price on @tradexyz funding has mostly normalized open interest is at $19,139,131 @ $56.4b FDV at offering it ranks as the largest IPO since 2022, and the 10th most expensive IPO of all time $CBRS at $185 trades at 1/95 the full valuation of NVDA, 1/17 of both MU and SKHX, but trades at over a 4x price to sales multiple of $NVDA, more than 7x compared to $MU, and 17x compared to $SKHX below is some relevant data as well as a list of some previous IPO's, their first day MCAP, and their first day performance tomorrow should be a window of how far we are into the bubble, or the AI supercycle whichever way you want to describe it
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Polymarket had the alpha
blade@blade_
made a simple dashboard for the $CBRS IPO tomorrow, comparing current HL and @tradexyz prices to @Polymarket implied close prices based on odds and books curious to see how things play out tomorrow and how accurate these markets are on pricing such events cbrs.argus.vip
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I don’t believe their listed NAV is accurate due to the dates they contributed shares and the subsequent funding rounds ($39b series C Figure, series A-X at 5B for apptronik)
The shares have been marked at previous round prices
also take a look at their most recent filing (filed today) and you will see what they themselves believe is the floor
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@BaggerWalmart @fejau_inc actually, surprisingly it is prob like 30-50% above NAV rn
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@fejau_inc do you think its reasonable for this to trade at a 5x mnav and no lockup?
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@BaggerWalmart Dude I never even bought or sold the thing my god this is why I don’t bother with ever posting trades or tickers or anything. Good job dude
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