Timber White Rice

Starting today, in 2025 winter transfer window, I’ll be compiling a summary list of players linked with Arsenal. Will try to include the link as well. In a few years, we can look back at these and have a good laugh at the wild rumors and unexpected turns! Stay tuned 4 updates!

@BMSInvests yo bro @BMSInvests i saw a lot of ONDAS good news everyday, including your in depth research but why there's lack of institution flow to the stocks - i trust that long term it'll be good but just that there's lack of movement at the moment haha

$ONDS 1,000 Iron Drone’s a day you say👀

@itschrisray There are so many good ondas news everyday in twitter but there's no institution flow to the stocks at all, it's weird.

$ONDS is currently capable of: • 1,000 Iron Drone Raiders built per day • 100 UGVs built per month Damn… 👀

in April 2026 #Arsenal are linked with: -Christian Kofane -Lucca Marques -Nathaniel Brown -Oscar Mingueza -Eirik Granaas -Jeremy Monga -Ederson (Atlanta) -Lugas Bergvall -Bernardo Silva -Ibrahim Maza -Ivan Fresneda -Maxi Araujo

@YodaStockInvest MU

If you could only own ONE large cap stock like me with $AMD, which would you choose?

@jtsla4 @blademapai Thanks bro, call very accurate, i saw the put is around 420, is that roughly a good price to re-enter ?

Do not go long until institutions step in and buy the dip, I repeat, do not go long until institutions step in and buy the dip $MU @blademapai

@daniel_koss Any opinion on CIFR, isn't CIFR a better biz compared to IREN ?

Update on my $IREN view Changed: - I'm way more certain that a pure Infrastructure business "baremetall" can actually become insanely attractive for 5+ years. I do think that the view that pure infrastructure will become a commodity is WRONG. Talent, GPUs, capital, energy, etc. arr just too scarce for this bottleneck to go away in the near term future. The resulting pricing power means calling the physical infrastructure a commodity is just wrong if you define commodity as sth that purely competes on price. Same as before: I totally get why $IREN investors are so excited about its position. The assets and strategic position in market look freaking perfect. Here are my 2 concerns: 1) I don't think they can execute nearly at the level of $NBIS meaning I think their AI factories have worse uptime, lower efficiency etc. How can we KNOW instead of debate if this will turn out to be true or not? Simply measure those metrics. 2) I also think they have significantly less qualified talent across all the 4 other layers of the "AI cake". Meaning they will offer a less vertically integrated service and have much lower margins. Now the important part: We will see if that's true or not. They should deliver AI factories at meaningful scale this year. If they prove me wrong and get comparable margins to $NBIS on the same amount of capacity I will publicly share that I was wrong and even happily take a position at a higher price! Even if they can NOT match Nebius, the raw compute business alone is turning out to be so much more interesting than anyone thought that IREN could still crush it. I just see so much upside in Nebius over next 3-5 years that I don't want to invest in IREN until they falsify all my skeptical points very clearly so that I KNOW my money is invested with the idea risk reward, not just high upside IF they perform.

@jtsla4 Thank you for this post! stocktwits.com/news-articles/… Their chief biz officer unloaded a lot of their stocks at $421, do you think there's a correlation there on 420 as the strike price?

Should be back to $420-$425 on Monday. We need to see if institutions step in and buy the dip next week I’ll make a post if they do. Just turn on notifications so you don’t miss it 🔔 $MU

@daniel_koss @daniel_koss $OUST insider selling (CTO and GC sold ~$2.1M in April 2026 — some 10b5-1, but cluster selling at ~$23–$25 is a near-term caution flag) what do you think of this ?

$NBIS -5% today. Expected cooldown after this crazy run! Seems like I timed it well when I trimmed my position from 75% to 20%. Was in the full-run and trimmed before the first red day. Guess what I'm doing now? Expecting Nebius to cool down a tiny bit more and... buying back in. Yeah I'm not joking. I know this might be annoying for some of you, because the bulls hate people who don't hold through volatility and the bears think it will keep falling, so I'm really not making any friends by sharing this 😂 I once again want to repeat: I trade often. I regularly check if it increases my performance and it very clearly does. If you're a long-term investor and don't like trading, totally get it. But I will keep doing it until I find it actually decreases my performance versus just holding. I want to actively and transparently share how I manage my portfolio. I also like that documenting my thoughts, fails, and wins keeps me accountable and makes it easier to look back and see what I got right and what I got totally wrong. Today's moves: Sold $MU at +0.2% (flat) and bought back a little $NBIS at -5%. Portfolio now at NO LEVERAGE (down from 1.1x). 40% $NBIS 31.5% $KRKNF / $PNG.V 28.5% $OUST My plan is to get back to 1.1 - 1.3x leverage if the right setup presents itself. And I'm going to be specific here, just so everyone knows I'm not being vague and then saying "told you so" no matter what happens. I think $OUST is currently very undervalued and could have an aggressive run in the near future. Very obvious physical AI winner with everything you'd want from accelerating growth to increasing margins, great CEO.... long-term compounder potential. Short term massive gain potential. Just not valued where I think it should be ($40-$50 this year). Some bulls see potential for up to $80. I think that's aggressive. A +100% move seems pretty deserved without applying too much fantasy though. $KRKNF, as I've mentioned many times, is really attractive to me because over the last year it only had a 0.15 correlation to Nebius. It's also a hedge against some of the geopolitical risks that are worst for Nebius. Great hedge, and the low correlation allows me to use leverage without losing sleep. I simply can't do that with ultra high volatility and high correlation stocks. Instead of owning them, I'd rather just stick to 100% $NBIS. $NBIS remains by far my highest long-term expected upside stock. I'm extremely bullish on compute and this is my main conviction play. The honest dilemma: I just want to go all-in on Nebius, but I have to admit it's more volatile than I'd like and reacts more to AI sentiment than I'd like. That's why I won't go above 100% Nebius and also why I've started paying more attention to sentiment and even some TA (not the horoscope kind, actually useful trend stuff) to decide WHEN I buy and sell. Short term view (next few days to weeks): expecting a potentially big run for $OUST while $NBIS cools off a bit. I don't think it will crash crazy, otherwise I obviously wouldn't already start building my position. Then something like 90% $NBIS / 40% $KRKNF.

@YodaStockInvest Why no $CIFR inside ?

Thinking 3-5 years out, what’s the best play here? A) $NBIS B) $IREN C) $SOFI D) $HIMS I keep asking myself WHICH SHOULD I ADD?

@salmaogs @salmaogs hey i profited from $MU and $CIFR from your post. Thank you very much, ignore the hater you're the best

Every time I scroll on this app, it’s just salty people hating on others Learn to clap for other people’s success and MAYBE then you too will be blessed 🤣 & I need my algorithm changed ASAP!

March 2026 #Arsenal are linked with -Marco Palestra -Julian Brandt -Castello Lukeba -Livramento -Adri Mehmeti -Mika Godts -Christian Kofane -Wesley Franca -Aaron Gordon -Alex Jiminez -J. Alvarez -Kerim Alajbegovic -Senny Mayulu -Ferran Torres -Nicolo Tresoldi #Arsenaltransfernews

In Feb-Early March 2026 Arsenal are linked with : -Kvaratskhelia -Leon Goretzka -Elliot Andersen -Sandro Tonali -Michael Kayode -Ivan Fresneda -Anthony Gordon -Luis Benedetti -Karim Coulibaly -Kennet Eichhorn

@DannyDolan123 @Arsenal Welcome @DannyDolan123 , the grass is definitely greener on the north. Hope you'll enjoy your stay and COYG VCC !

Delighted to be joining @Arsenal, an exciting time for everyone at the club and great to be apart of it. Looking forward to the challenge.

@JNorthcroft Great insightful read Jonathan, although am still not quite clear of what drove Ellis away. He seems like a very important figure internally, from what i gather he's unhappy that he's asked to report directly to Berta after all that he's done for Arsenal? Do i get it wrong here?

The abrupt departure of James Ellis means only Mikel Arteta remains from the brains trust that rebuilt Arsenal. In 16 months a sporting director, his deputy, the exec vice-chair, academy director - and now technical director have gone. A look inside what's going on 🧵

@fkhanage This is the worse, while in Singapore we had a bunch of thai signature hunter who lined up of stack of shirt w the tag still on to resell, they hog the space and prevent real fans meeting the team

Arteta is in his car with his family in moving traffic while driving home. Fans need to leave him alone. Especially those folks who get things signed to sell them on.

@umirf1 Great question to Pep Umir! Considering Pep leaving at the end of the season how about joining Arteta instead?

Saka #10 I really like. Way he receives on the back foot, turns and drives before decelerating is hard to deal wit. In the middle, wrong decisions and dispossessions are more costly but he's so strong and so smart so makes the right decision to attack down the middle without making the game end to end. Love the way he plays on the left too, shooting or crossing across. Can impact games more directly with G/A from there. Good signs today.

@LetsTalk_FPL It should be but halfed 1 pt instead of 2 should not favor the defensive players too much

Should defensive contributions still be a part of FPL next season?

@FPLGOAT7 @FPLOlympian You two not fighting anymore and agreeing w one another now? @FPLGOAT7 @FPLOlympian

@FPLOlympian 4 point floor, 6 point ceiling

Elliot Anderson is a litmus test for the type of personality you have. If you think he’s a great FPL pick, you’re probably a very boring, vanilla kind of person. Butter on toast for breakfast. A sandwich for lunch. No seasoning on your dinner. 4 point ceiling. Not for me.

@LetsTalk_FPL The pick is havertz andy, not timber or rice. Watch this space

Erm….maybe I don’t risk Timber. Might just be load management which we have seen before 🤔

Towards the Feb 2026 transfer deadline Arsenal so far are linked with: -Breno Bidon -Daryl Bakola -Everton Cebolinha -Julian Alvarez -Juan Gimenez -Victor Valdepenas -Jamal Musiala