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@allincapital
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@allincapital
@formerlyaic
original account (@allincapital) but X took it away... holdings $AGI $B $IAUX $MU $SNDK $NVTS $ARM $COHR $MAIFF $PHNMF NFA just sharing ideas.
Katılım Ekim 2025
272 Takip Edilen238 Takipçiler
567 holdings LOL
Mike McMullen 🇨🇦@truthtrain101
Mark Carney’s financial disclosures revealed that approximately 91% of his personal stock portfolio was invested in U.S.-based companies. Of the 567 individual holdings listed, only three were Canadian companies. We should all follow Mark's lead and move our investments out of the country. msn.com/en-ca/money/ot… #ElbowsUp
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@allincapital retweetledi
Hey Lisa, if you're against me because I was on a TV show in my 20's, wait til you learn what Karen Bass was doing in her 20's...
Variety@Variety
Lisa Rinna says she doesn’t want to see a reality star like Spencer Pratt as the mayor of Los Angeles: “I’m a reality person. You wouldn’t want me as mayor!” #AMAs
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@allincapital retweetledi
@marketprix @blerghhh @OBPinvestments $IAUX In the next few qtrs its set to produce 200k/oz then 300k/oz then 600k/oz in 5years. Everything starts getting unlocked when the autoclave is commissioned.
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@allincapital retweetledi
😂🤦🏻♂️ now these apes found $HYMC as if it's a new discovery. It'll turn out the same.
Barchart@Barchart
If you invested $10,000 in AMC Entertainment $AMC exactly 5 years ago, you would have $26 left today 🚨 Enough for a movie ticket and popcorn 🍿🫂
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@allincapital retweetledi
@OBPinvestments $IAUX My allocation is somewhere between irresponsibly degenerate, and full degenerate gambler.
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$SNDK just waiting on $MU to 1600 print and race to 2000 from there.
TrendSpider@TrendSpider
🚨 Micron has officially joined the $1T club, delivering one of the fastest $100B → $1T valuation runs the market has ever seen. Nvidia did it in 4 years. $NVDA Micron did it in 1... $MU
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@The_AI_Investor It's not that it's hard, it's how fast it gets to 3-5x - 10x
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Sometimes you want to find 10x opportunities.
It’s fucking hard.
Even when you find one, you may not be able to put much money into it because the company is small, there isn’t enough information to research, and you only heard about it from some random person on X who might own 20 other stocks.
Sometimes the answer is simple: don’t look for it.
Just find a more certain 3x opportunity and do it twice.
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The chinese is suppose to close $AAUC this friday, May 29th. it's 44CAD or 32USD - all cash, at risk of delay or worse they walk.
Last communique that's it a go.
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Copperstone capex is to be funded from cash flow and the revolver if need be $MAIFF $MAI.V
D-Dubs@Mai_Bagholder
@Mark_IKN I hope you’re wrong, but I know you have a keen eye for this. This would be egg on face for Blasutti. Would explain recent price action as well.
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@WitteWitte30 I did my own model of Copperstone capex and it can go as high as 65M and no dilution.
It'll be fine, I'll let Blassuti and Colas work.
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He’s given no less than five interviews / presentations stating no equity dilution. Have $46M on balance sheet and another ~$30M on revolver if needed. Build would start end of year so another two/three qtrs. of Pan production. Revolver has a 2029 bullet (full payment). You have all Darren’s with large stock positions, most bought in the open market.
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@allincapital retweetledi
ALL OUT FRENZY IN SPEC NAMES OFF THE OPEN AS PLAYER CHASE ALL CHEAP THEMATIC PLAYS OUT OF THE GATE..
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I'd take the AMG GT over the Luce, at least that's still ICE.
Luke Miani@LukeMiani
Why did every carmaker suddenly abandon their long history and iconic styling cues for no apparent reason in the last 5 years?
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