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@nba2000Iren

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Katılım Nisan 2024
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@nba2000Iren·
@BenjaminSolak Any rookie they draft at 13 would be worth 0 points to the spread in all likelihood by playoff time. therefore the opportunity cost is 0. how many rookies are worth even .25 points to the line? almost none
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Benjamin Solak
Benjamin Solak@BenjaminSolak·
I think if you asked Mike Macdonald the one move the Rams could have made that would give him big problems defensively, it'd be adding a viable third pass catcher
Get Up@GetUpESPN

"This is a Sean McVay decision. Make no doubts about it." —@PSchrags "If you think the Rams are 52 catches and 4 touchdowns away from a wide receiver from going to the Super Bowl and winning it, you're out of your mind." —@danorlovsky7 "I want guys that can help me right now win a Super Bowl." —@damienwoody The crew reacts to the Rams drafting QB Ty Simpson 👀

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KH@mc_khristina·
$MRLN thesis getting stronger ✈️ Live Golden Dome bidding, F-35 & F-16 confirmed, head-to-head win over Lockheed on C-130J, co-authoring Air Force autonomy architecture, HONA MOU timed with lockup expiration, and $32M 2026 revenue (4x growth). I like the stock. I bought more shares at $10.60 today😊. NFA.
Shawarma Capital@ShawarmaCapital

$MRLN Where the thesis stands after the last two weeks Five new pieces have landed and they push the same direction. CFO Ryan Carrithers put three disclosures on the record with Motley Fool last week. Golden Dome is live. Merlin is “bidding on awards under the Golden Dome contract right now” and is “one of the suppliers.” SHIELD was the architecture study. Golden Dome is the procurement. Live bidding belongs in the catalyst stack alongside the C-130J and KC-135. F-35 is confirmed by management. “We want to go after both of those markets. We think both of those markets are very interesting and that we can do them in parallel.” Bigger than the F-16 disclosure Matt slipped on Crossing the Valley. TAM frame moves to cargo, tanker, F-16, and F-35. Four lanes confirmed. Lockheed head-to-head. Merlin beat Lockheed as the prime on the C-130J contract. Lockheed manufactures the airframe. The bear case has always been “Lockheed will do this in-house.” They tried, on their own airframe, and lost. Two pieces from the deeper dig that nobody is connecting. A-GRA. Merlin signed a CRADA with the Air Force in October 2025 to enhance the Pentagon’s Autonomy Government Reference Architecture for contingency management. Major Dustin Graves at AFWERX is the PM. Chris Gentile is GM of Tactical Autonomy on Merlin’s side. Merlin is not bidding to be one of nine Increment 2 vendors. They are helping write the architecture every CCA vendor has to build to. Upstream of the procurement, not downstream. HONA. Honeywell Aerospace spins out as a standalone Nasdaq company in Q3 2026. Form 10 filed. Investor day June 3. 17.4 billion dollars in 2025 revenue. Merlin already has an MOU with Honeywell, now on HONA’s balance sheet. HONA debuts one to three months before Merlin’s lockup expires September 16. A new 17 billion dollar aerospace prime arrives on Nasdaq with an existing autonomy MOU exactly when Merlin’s tradable float roughly doubles. Add Matt’s disclosure on Crossing the Valley that Brian Schimpf personally mentors him. The Anduril CEO advising the Merlin CEO. Lattice plus the Merlin Pilot is the same complementary stack pattern the DoD wants. Latent strategic option in the same window. Two pieces of context. Carrithers anchored 2026 guidance at 32 million dollars on the record, 4x growth on 2025’s 8.5 million. Roth’s 25 PT was built on this number. Future initiations have a CFO-confirmed anchor. He also disclaimed the simulator framing: “Hundreds of hours of flights on several different vehicles of actual flight data that we are continuously doing really on a daily basis. This is not something we’re doing in a simulator.” One calibration. Matt projected in February 2025 that 2025 revenue would be “shy of 80 million.” Actual was 8.5. Trust him on direction. Discount him hard on revenue timing. Command lineage moat. Webb retired. Slife was relieved February 2025. Conley took AFSOC in July 2024. The C-130J program survived two of three command rotations in the most volatile defense leadership transition in recent memory. PDR still landed on schedule in March 2026. Institutional commitment, not personal favor. Net. Three new lanes confirmed (Golden Dome, F-16, F-35). One moat hardened (Lockheed head-to-head). Architectural co-author position confirmed (A-GRA). Strategic transaction window aligned (HONA Q3, lockup September 16, Anduril mentorship). Forward revenue anchor locked in (32 million). The catalyst stack got denser. youtube.com/watch?v=zAhywx…

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@nba2000Iren·
@TradingGasMoney iren cifr hut slnh will rally when the market understands those who own the power will thrive as power is the scarcest resource in the world besides maybe bitcoin
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🔥HNDRXX🔥@TradingGasMoney·
$MU $NVDA are telling a story… AI need power and the thirst for power and memory is not ending anytime soon. $SLNH will rally when the market understands this
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Enea₿⚡️
Enea₿⚡️@EneaDenkt·
Am I too late to the IREN party? Give me some yes and some no.
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PharmD🅰️z
PharmD🅰️z@pharmdaz·
Who could it be? $MRLN
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Matthew Freedman
Matthew Freedman@MattFtheOracle·
There's a world where KC Concepcion is a better NFL WR than Travis Hunter.
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@nba2000Iren·
@RaberTrades vivo seems interesting micro cap to catch this wave too 🤔
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RStacker
RStacker@RaberTrades·
$SLNH 4hr is in a buy order block. This is exactly where the next leg “could” start to get loaded. Healthy pullback after the $1.65 rip. I added more shares here at $1.20 and still have cash to deploy if we drop further👍🏻 NFA DYOR
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KH@mc_khristina·
$MRLN added shares today, limit order filled @ $11.60.
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@nba2000Iren·
@Clevta he’s a better Zay flowers 💐
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Clevta
Clevta@Clevta·
if u lower the filter to 9% drop rate u get to see prob better upside comps like Flowers and Kirk. That is prob the hope/upside for Concepcion I think
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Clevta
Clevta@Clevta·
Lets be clear. Right or wrong, Andrew Berry has never cared about drops. KC's drop rate was 10.3% last year, which was among the highest in this class. Schwartz (10%), DPJ (11.1), Thrash (11.3) were all high. Here are all the round 1-2 WRs drafted in the last 10 years with a 10% or higher drop rate. Tbf guys like Diggs, Diontae Johnson and St. Brown were drafted after rd2 with 10% drop rates. But generally speaking the list isnt great
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John Belizaire
John Belizaire@jbelizaireCEO·
FYI. Recent SEC filings reflect contractual obligations from the Briscoe Wind Farm acquisition — warrants issued to Generate Capital as part of that deal. Not a new offering. $SLNH @solunaholdings
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Ryan Heath
Ryan Heath@RyanJ_Heath·
Chris Olave's 2025 TPRR: 0.27 Olave in games without Shaheed: 0.28 Wan'Dale Robinson's 2025 TPRR: 0.25 Wan'Dale in games without Nabers: 0.26 Olave is a much better real-life WR than Robinson. But are we positive he's tougher target competition? Via @FantasyPtsData
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@nba2000Iren·
@mkfilko @ShawarmaCapital how more people don’t follow Shawarma and more don’t talk about mrln is beyond me. this is an incredible opportunity
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@nba2000Iren·
@GyujinAAIG software =/ moat power/land = moat
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재붕이_Jin
재붕이_Jin@GyujinAAIG·
요즘 이 표를 가지고 $IREN 클라우드 운영 능력 형편 없다 이런 얘기들 많이 하는데 아니 그걸 몰라서 투자했나? 26-27년은 하이퍼스케일러 CapEx 빨아먹는게 중요한 시기고, 전력 수요 >>> 공급 시대에서 bare metal GPU 운영에 필요한 소프트웨어 등의 역량은 하이퍼스케일러 입장에서 옵션이지 필수가 아님 내가 계속 $IREN 의 투자 시기를 27년 말까지 보고 있는 이유기도 하고 만약, $IREN 이 고객군을 AI 네이티브 말고 중소형 엔터프라이즈까지 확대한다면 투자 기간이 달라질 수 있겠으나 여전히 내 태제는 변함이 없음 $NBIS 보다 $IREN 을 선택한 이유는 단순함 하이퍼스케일러에게 팔 수 있는 당장의 전력이 훨씬 많기 때문임 왜 이제 와서 $IREN 의 인프라 우위는 인정하지만 클라우드 운영 능력은 형편 없다는 글이 올라오는지 모르겠음 자다가 봉창 두드리노
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Shawarma Capital
Shawarma Capital@ShawarmaCapital·
$MRLN signed its first international teaming agreement today. Remah International Group. Exclusive. UAE aviation. The thesis to date has been Pentagon-only. USSOCOM on the C-130J. AFMC on the KC-135. CRADA with USAF. GE and Northrop on engineering. All US defense. RIG reframes it. They're the UAE gatekeeper for Northrop Grumman and SAAB. Thirty years servicing UAE Armed Forces. Merlin is getting signed in at that tier, not as a startup pilot. Timing is the tell. Mark Brunner started as CRO on April 13. This hit nine days later. Either he walked into a teed-up deal or accelerated existing pipeline. Both read as execution speed. The framework is not a contract. OPT signed the same RIG wrapper in late 2024 and it took quarters to convert. Don't mark revenue to the announcement. Wait for the 8-K with a dollar value or a named platform. What this actually is: the first non-US channel on the board, announced two weeks into a new CRO's tenure, inside a catalyst window that already included the Q1 13F deadline, the first post-merger 10-Q, S-1 resale registration, and the September lockup.
Ry🅰️n O'Connor@AboveAvgOdds

🔥 $MRLN ✈️ Merlin and Remah International Group Announce Exclusive Teaming Agreemen... youtu.be/2vjCvAV-tRQ?si… via @YouTube

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RStacker
RStacker@RaberTrades·
Cmon boys close this shit over $1.40 Use margin, calling all heavy hitters😂 $SLNH
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@nba2000Iren·
@dRiskDave where do you see mnav settling in long term?
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dRisk Dave
dRisk Dave@dRiskDave·
$MTPLF: North Americans don’t understand how large Japans market is. Trillions in liquidity dormant, earning nothing. Metaplanet is building the Bitcoin infrastructure in the most pristine market in the world with no local competition in sight. It’s a blessing price is where it is. It’s given me enough time to accumulate. In 5 years I will retire my bloodline.
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@nba2000Iren·
@RonStewart_ the biggest sleeper is oyerzabayal on spain. medoicre at club. but striker on the best team and better than Kane on international
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@nba2000Iren·
@Gubloinvestor slnh will double in the next 8 trading days
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
Which stock has room to double this year?
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