Mark

@JUSTIN_AVFC_ Looking forward to seeing your sleeve - might steal some ideas to expand mine

Aston Villa sleeve Tattoo day and Lille Europa league tonight #VILLA #AVFC #europaleague #tattoo

@Emirates_Chut Just confirming that I can now get a full refund on my flights due 4th April including returning flights?

@sticks0307 @Gimmecasssh @emirates If you booked for travel between 28 February until and including 15 April 2026, you have the following options depending on your circumstances.

@Gimmecasssh @mcwalker747 @emirates Still no news on flights after the 31st March, they are only doing this because of the money and the affect it has being half term week. After this mornings events it proof again they can not confirm the safety of the passengers

Due to fly to Dubai with @emirates the 1st April. Called @emirates yesterday 4 options. Basically told no refund, can’t rebook for another date, flights will be back to 100% in the next few days. How when all other airlines cancelling flights & how can they guarantee safety 🤷‍♂️

@sticks0307 @emirates News…… If you booked for travel between 28 February until and including 15 April 2026, you have the following options depending on your circumstances.

@sticks0307 @emirates Same here - we are booked 4th April - rang yesterday £600 to cancel!! Having to wait until the current 31st March deadline extended.

@sticks0307 @Gimmecasssh @emirates I called them this morning and was told the deadline wouldn’t be extended until 28th March! It’s going to be chaos with everyone refunding and try to book elsewhere with just a couple of days till indexed flight!!!

@carlirvine78 @MarkMacken62682 @sticks0307 @david_halford @emirates 100% agree - if having to get a refund then having to compete with everyone else from April to find anything affordable elsewhere will be tough. I’d have to take a £600 loss to not wait… which I don’t want obviously.

@mcwalker747 @MarkMacken62682 @sticks0307 @david_halford @emirates The whole thing is unfair. The deadline should be a rolling deadline extended by 1 day every 24 hours. If they extend it to April 30th on march 31st that's not much use to anyone travelling in the first week of April

@MarkMacken62682 @sticks0307 @carlirvine78 @david_halford @emirates Anyone got an idea when the deadline will be extended into April?

@sticks0307 @carlirvine78 @david_halford @mcwalker747 @emirates 31st March (flying) is the latest you can request a refund at the moment!

@david_halford @sticks0307 @emirates I was told that once my flight within the date range full refund

@mcwalker747 @sticks0307 @emirates Even if the deadline is extended you will still pay a cancellation fee. They have to physically cancel the flight to get a full refund and they don’t cancel until a few days before. We also have the same issue.

@robswainept 🙏

$NBIS FINALLY 🚀

@danbardell Assistance that teams like man utd get from officials is outright corruption!! Wasn’t even a pen!!

Shocked to see United get that decision…. Was it not “Fleeting” ???

@Gubloinvestor 😭

Do i buy $BTC or $NBIS on Friday?

@Powell_Matthew In the Morgan Rogers category? Best 9 mill Villa have spent for a long time - too many duds of late tho!!

Honestly KLD should be on the first flight back to Paris today to give PSG an extra £10m for Mukiele just as a thanks for how fucking good he is 🤣🤣 It might be the best £9m spent in the history of the game

@robswainept @RJCcapital So true! Not great when my average price is 95 😂

@RJCcapital Drop down to 94 and then back up to 100 and then down to 94 again ?

I don't think i need to spell out what's about to happen

@babyfolio Hi @babyfolio - always loved your NBIS conviction…. Still the same? Some are telling me to switch out and go IREN. I personally think it’s too late for that and stay strong with NBIS???

Probably nothing $NBIS

@babyfolio Congrats

Been off X for a while. My newborn daughter had an emergency right after birth and we ended up in the ER. Barely logged into X or followed any recent $NBIS news (anything new?) She’s healthy now ❤️ Life has a way of reminding you what really matters. Don't take it for granted.

@babyfolio Selling off non NBIS and buying NBIS - I’m up to 70 shares now - I won’t be retiring anytime soon 😂.

The daily swings are crazy on AI infra like $NBIS $IREN $CIFR Are you guys trading the moves or investing and not touching? Personally I don't have much time so trading is out of the question. I'm fine with just holding & selling csps occasionally

@VirtualJames You are either abroad and have jet lag else this is the most severe New Year’s resolution I’ve seen 😂

Earliest I’ve ever been to a gym in my life and I’m not the first one in at 4:20am 😅👍

@aleabitoreddit @matthew_sigel I only have £300 spare at the moment but I’m in 😃

Fully agree with the thesis and $NODE purchase. $ETOR valuation looks like a joke at these levels. I ended up buying few hundred thousand worth of myself after doing some slight napkin math calculations. $2.6B valuation doesn’t make sense when ~$1.2B of it is cash. Then they’re bringing in est. $350-$370m FCF in 2026, from some calc (fact 1% interest rate cut) So buying a company at EV/FCF is 3.9x which looks like free real estate.

We initiated a position in $ETOR in $NODE. ETOR is a profitable, global retail brokerage with built-in social trading and meaningful balance-sheet float income, not just a crypto trading app. Shares are now ~55% below the first-day IPO close and ~30% down in the last month, trading below 2027E book value barring a profitability collapse which looks very unlikely given current returns and cash generation. This drawdown comes as retail participation has started the year strong, historically supportive for retail brokers. We see an asymmetric setup: profitable, growing, buying back stock, yet still priced like a fragile fintech. Upside >Double-digit ROE (mid-teens today, trending toward ~20%) with ~$8B in client balances generating ~30% of earnings from float/net interest; no longer just “transactional crypto” >Users + funded accounts still growing (funded accts ~3.7M, up mid-teens YoY); social trading lowers CAC and improves engagement >Retail flows are strong to start the year. Equity and options participation at multi-month highs and ~20%+ above recent lows, historically a tailwind for engagement and trading monetization. >ETOR app download trends have remained resilient and are holding up better than peers, contradicting the recent stock weakness. >Regulatory backdrop has shifted from headwind to tailwind >Existing distribution optionality via X partnership (cashtags, market pages, financial content) Downside >Still cyclical trading volumes >No full Schwab or Robinhood-style cross-sell (yet) >Global regulatory complexity vs US-only peers Catalysts >Continued buybacks (already authorized ~$150M) >Multiple expansion as “below book” becomes indefensible with sustained FCF >X partnership: ETOR already powers cashtags/market pages; recent commentary teasing deeper financial utility (payments, investing, “everything app”) raises odds of tighter integration and conversion >Any strategic review or M&A chatter Valuation (peer reality check) >ETOR: <1× book, despite profitability + FCF >Robinhood: ~10× book >Charles Schwab: ~3.5× book >ETOR earns double-digit ROE: we think this PB gap reflects perceived duration, not returns >On an ex-cash basis, ETOR trades at ~6× forward earnings. Hard to reconcile with double-digit ROE and growth. Blue-sky (numbers) >Consensus 2028 EPS ≈ $3.3 (≈10× today) >Consensus assumes funded accounts grow ~10–12% CAGR and net interest fades as rates fall >Incremental upside (not heroic): funded accts grow ~15% CAGR; interest-earning assets ~15–18% CAGR with rates higher-for-longer --> net interest ~$300M vs ~$210M consensus; trading revenue scales with accounts (+~$200–250M) >That supports ~$1.35–1.4B revenue at ~34% net margin >With buybacks (~95M shares), ~$4.8–$5.0 EPS in 2028 is plausible >Importantly, ETOR has asymmetric upside if rates don’t fall, while consensus is priced for cuts TL;DR: stock derated hard, fundamentals didn’t. Tail risk removed, optionality free. PS - @elonmusk: hard not to notice that a ~$2B ETOR investment could bring global trading rails + float economics to X at a fraction of the long-term earnings optionality.

@aleabitoreddit @amitisinvesting Reckon this is a long time hold or how high it might go?

Thanks for sharing, $OSS is used across many US military deployments already with usage validation in Venezuela. Markets largely ignored this one earlier because of blended margins (thought to be a commodity reseller). And not putting the pieces together from their earlier contracts. After selling off some segments, $OSS now starts to like a specialized, high margin, ruggedized hardware provider for AI and edge military deployments. That being said smaller caps do carry risk but I do expect this to be re-rated given the tailwinds from the proposed $1.5T department of war spend.

$OSS thesis is very real. It’s a small cap with various risks, but the thread below does a good job explaining what’s going on here. Edge compute may be one of the largest themes of 2026. Prototype contract they got last week is what’s probably continuing to bring more awareness to the name. Took a small position in it, obviously it ran up heavy today so waiting for a dip makes sense but the thesis here seems very strong.