@ariaradnia Guys you really hilarious 😂 I didn’t say they are the same, I am saying the concept of “told you so” that’s he’s trying to do here with MSTR, he is really getting upset of when others do it for ADBE, so such posts are ridiculous
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Beta Investments
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@mkhaled933 bro what, $MSTR was holding bitcoin at 3x NAV
Totally different stocks LMFAO
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I remember being called stupid for being bearish $MSTR >$400
And had people telling me “you just don’t get it” … lol
The Kobeissi Letter@KobeissiLetter
It's official. MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion. In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position. By comparison, the S&P 500 is up +116% over this same timeframe. Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value. This puts MicroStrategy's stock, $MSTR, down -77% since its record high. Bear market is an understatement.
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NEW LAUNCH TIME. ULA Launch Director Bryan Titus has instructed the team to coordinate a new launch time of 7:53 p.m. EDT (2353 UTC). Live launch blog and livestream: bit.ly/av_leo7
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@DeepValueBagger yeah welcomed news after you called him a retard! 😂 not sure how your followers trust you
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Just last week I pointed out he held many ai dc plays but not $nbis. This is welcomed news. I wonder if this really made the market move afterhours. I feel extremely lucky as i just removed the 10 covered calls i had on it this week.
Wall St Engine@wallstengine
Leopold Aschenbrenner's Situational Awareness LP disclosed beneficial ownership of 12.41M Class A shares of Nebius $NBIS, representing a 5.6% stake.
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@tommyleed8888 Guys, read his post again, he’s talking about credibility and trust. If you trust a biased person, then it’s your call. He criticises the lose of credibility, where he is in the same place actually while being biased
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@tommyleed8888 Same is going to you, look to your posts/comments and you would know that you are biased as well . Chill
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@Umbisam Not that easy, it’s not “only” about Hormuz. There are two other things. First, with almost a month of strikes over Iran, you feel like they aren’t that impacted, so what else can be done then. Secondly, the attacks on the gulf countries are very bad for their economies
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Wrong take. Let GCC build alternative gas/oil routes and Iran’s Hormuz blackmail will become irrelevant. Two years and it’a game over.
Lindsey Graham@LindseyGrahamSC
If a deal is struck to end the Iranian conflict because it is believed that the Strait of Hormuz cannot be protected from Iranian terrorism and Iran still possesses the capability to destroy major Gulf oil infrastructure, then Iran will be perceived as being a dominate force requiring a diplomatic solution. This combination of Iran being perceived as having the ability to terrorize the Strait in perpetuity and the ability the inflict massive damage to Gulf oil infrastructure is a major shift of the balance of power in the region and over time will be a nightmare for Israel. Also, it makes one wonder why the war started to begin with if these perceptions are accurate. I personally am a skeptic of the idea that Iran cannot be denied the ability to terrorize the Strait and the region cannot protect itself against Iranian military capability. It is important we get this right.
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ما تستغربوش تكرار حديثهم عن البن الأثيوبي والبط الكيني، الموضوع بيحمل ذكريات سيئة لما البن الأثيوبي خرج الأهلي من دور ال 32 في بطولة أفريقيا 98، والفيل الكيني (توسكر) هزم الأهلي في القاهرة 1-0 في دور ال 32 في بطولة 2000
المهم نطمنهم إن اللي تأهلوا الجيش الأثيوبي والبوليس الكيني
العربية
@AhmdAlish حبيبي مشاكلك النفسية تحلها بجد بينك و بين نفسك .. البطولات ليها شروط .. مش "فقط" تبقي أول أو تاني .. فيه شروط زي منها الرخصة .. اللي برضه ليها شروط .. الأهلي ماشي عليها و الزمالك لأ .. فمتقوليش البطولة خلصت و اتحسمت و كانها الشرط الوحيد!
العربية
هو ليه الناس دي بتتكلم كإن الاهلي طرف ومن حقه يرفض أو يتكرم ويقبل؟! الزمالك استحق التأهل بمجهوده وموضوع الرخصة ده بين الزمالك والكاف فقط، لو الكاف منح مهلة فده حق أصيل له ومش من حق أحد الاعتراض عليه، لو رفض منح الرخصة ساعتها تبقى معني، غير كدة ملكش أي صفة ولا من حقك تقبل أو ترفض.
Ahmed Abd Elbaset@ahmed7baset
العربية
@AhmdAlish يا باشا هو المنطق بالعافية؟ عامل نفسك أبو العريف و أبو المفهومية و عمال تقول مين مشارك و مين مش مشارك و السنة اللي فاتت؟ مهو يا ابو العريف مش منطقي تجبرني امشي قانوني و تيجي انت متمشيش قانوني .. خلاص أنا كمان اروح انصب علي طوب الارض و العب بطولات برضه!
العربية
@CPaszkat @DeepValueBagger His ego, he keep saying my NW is $10M even if it’s Irrelevant, why do you think? He will lost them one day because of this attitude, but he wouldn’t see this coming
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@DeepValueBagger I'm not on either side of this debate- and not sure why anyone is!? Look at all the effort you spend arguing this with strangers....surely better ways to spend my time. Who cares- I want all stocks and investors to do well. Rising tide raises all boats and all that jazz.
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My entire interaction with $ASTS mobs has been this.
For the price action of $RKLB between $ASTS:
I'm not wrong today, but i will be wrong in the future. Just a solid argument.
DondeJu🅰️nito@DondeEstaJuann
@DeepValueBagger You don’t understand anything. Just wait, clearly today isn’t the day where I will prove you wrong but that day is coming in the future. I promise.
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A month ago people were worried that $IREN could dilute to $30 per share
IREN with a stroke of genius, could raise over $2 billion at prices close to $100 per share, thanks to the convertible bond with a Cap Call announced yesterday
Those who sold yesterday don't realize all this
FreeFromMatrix@ViralMuzik1989
Huge after-hours block on $IREN: 1.85M shares at $55.15 (another ~488k right before it, total >2.33M shares). Someone just dropped serious money after market close.👀
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@DeepValueBagger @Para_Capital Again, you really embarrassing yourself, you are dying to defend yourself even here 😂 you know nothing about me, even though you through me with any bla bla, I thought you might be a man to take it, but you are very childish
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@mkhaled933 @Para_Capital The same people you worship... I sat in those same chairs.
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@DeepValueBagger @Para_Capital Again, you are the one to tell not me, there are facts on both sides, and you are old enough to know you will be always looking for the bearish facts, and that’s for a reason, but has never been an “adult” reason
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@Lazarus_Capital Man, any one with a “brain” already blocked you, keep your takes to yourself
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This is the longest wait for $IREN earnings after the bell in over a year. Keeping the market on edge
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$IREN someone on X said “. I remember last earnings call they said “one of the contracts we are negotiating at the moment is a multi-billion-dollar contract where we need to bring a software solution.” I am thinking this new announcement could directly address that need? 🤯
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$IREN so here we go from the previous earnings call. Dan mentioned that the multi-billion dollar deal that the team was negotiating had a need to bring a software solution. So could Mirantis be the step to the deal announcement?
Source: finance.yahoo.com/quote/IREN/ear…
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@StrateGeee No one is fan of it as it’s risky and high depending on timing of the execution; not even execution only. However, my point here is they already did it before and they went 10X simply. Not saying it will happen again, but, it shouldn’t be the same “general” dilution concern
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Thank you for clarifying.
And to respond to the initial question: Yes.
I have been following the AI datacenter space for years.
I did follow $IREN closely in the beginning, also during their $1B ATM in early 2025.
I am not a fan of exuberant dilution, especially ATMs. But I do understand the necessity of raising capital in such capital-intensive industries. However, how and to which extend it is done, is very important.
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The fact that Iren $IREN bulls think that is part of the $6B ATM dilution is puzzling.
This is further dilution.
An ATM can only be used for exactly that, selling At The Market i.e. selling shares into the open market, diluting shareholders and capping potential per share gains.
An ATM can be used to raise cash for an acquisition, but if the seller is paid in shares, that is a separate stock issuance and normally still dilutive.
The only way it is not “further dilution” is if the company uses existing cash/debt, or some already-existing share pool/treasury structure where the market has already absorbed the dilution.
But it is a ~$625M equity based acquisition, meaning either the company used an already existing treasury share pool i’m unfamiliar with, or they just issued $625M in new shares to acquire a company.
This is not a part of the ATM program which already introduced a 50% dilution overhang at that point in time.
Which means: once these share have been offloaded into the market, a shareholder would own 50% less of the company. Plain and simple.
Shay Boloor@StockSavvyShay
$IREN is acquiring Mirantis for ~$625M in stock to strengthen the software layer behind its AI cloud platform. Mirantis brings Kubernetes orchestration, 1,500+ enterprise customers and $NVDA AI Cloud Ready ties as IREN scales GPU deployments.
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