Jacob’s Insights
1.5K posts
@nzvision
경제적 자유, 전업 투자자, $TSLA, $BTC $ETH 장기 가치 투자자, 레버리지 사이클 투자, $BMNR $IREN $ONDS $EOSE $SPCE, $TQQQ, $TSLL, $DOGE, 주식명언, 인생명언
$SPCE With a whopping $227,000 revenue EPS: $(0.81) vs $(0.88) est REV: $227K vs $190K est 🟥 -4.53%
$IREN Gamma Squeeze of 2026 imminent.
$ONDS looking good for tomorrow! Expecting trend continuation.
$DOGE not many have seen it - but DOGE broke today the february high No time to explain what that means
$BMNR is about to get VERY volatile. Why? It's creating a squeezed wedge between the 10 and 20 day moving averages. I have targets based on volume profile + fib levels - $30, $62, $97. This is about to move fast! Godspeed.
$IREN OMG! Perfect! So they ALREADY know it's going to $110! And NO DILUTION until $110!!!
$TSLA EPS are on a path to skyrocket 🔥🚀 Stocks follow earnings over the long term. Elon's been planting seeds all along. Re-rating imminent. Seller beware.
❤️🔥Tesla China is URGENTLY hiring Robotaxi Electrical Engineers. Probably nothing.
$ONDS total revenues are up 1,000%+ YoY 🚀 Q1-Q4 2025 combined revenue: $50.7M Q1 2026 revenue: $50.1M In Q1 2026, $ONDS revenue was almost higher than FY2025 revenue 🤯
The 13D filed today adds a new sweetener to the Pro Rata offering the market was not previously aware of: The filing explicitly states that Eos stockholders who participate in the $150m rights offering are expected to receive shares of Common Stock PLUS Warrants. $EOSE 🇺🇸🔋🇺🇸
IREN has closed its $3.0bn convertible notes offering Key details of the transaction: - 1.00% coupon convertible senior notes due 2033 - $2.6bn offering plus fully exercised $400m greenshoe - $2.96bn net proceeds, after deducting the initial purchasers’ discounts and commissions and IREN’s estimated offering expenses - Capped call transactions expected to provide a hedge upon conversions up to an initial cap price of $110.30 per share - No put option for investors in the notes other than a customary put right in the case of certain fundamental changes Read more: iren.gcs-web.com/static-files/6…
$IREN closes $3 billion convertible notes offering. The deal terms: > IREN pays just 1% interest per year (super cheap loan). > The loan must be paid back by 2033. > Investors can swap their IOU for IREN stock, but only if the stock price climbs about 32.5% above today's price. > The "capped call": IREN spent $201 million on a side deal to protect existing shareholders. Normally, when IOUs convert to stock, it creates more shares and waters down everyone else's ownership. This side deal cushions that effect up to a stock price of $110.30. Bottom line - IREN raised a huge pile of cheap cash to grow their business, using a clever structure that delays dilution and bets on their stock going up. I believe a deal is imminent. 🧐
After 5 long years of consolidation for $ETH the Clarity Act is the final wall to burst through before Ethereum fully embraces its role as the future of finance. This will be the $NVDA AI moment for $ETH where it surged 20x in less than 4 years. $275 Billion to $5.5 Trillion market cap. The same starting point and it brings $ETH to $46,000 by 2030. Nvidia in 2022 = Ethereum today Mass global adoption ahead.
🚨 $ONDS seasonal pattern is LIVE right now May 13 → Jul 23 has been one of the most reliable windows in the small-cap space: ✅ 80% win rate over 5 years 📈 Mean return of 57.38% 🏆 Best year: +152.40% 📉 Worst year: −25.00% (only 1 loss in 5) ⚡ Annualized: 285.22% The equity curve tells the whole story — slow grind up, then a steep rip into summer. Not financial advice. Do your own DD. But the seasonality here is hard to ignore. 👀
$EOSE gap lingers above. I give zero credit for afterhours/pre-market activity. I think it continues to drift higher in coming weeks to close gap. All bets are off though and it rapidly closes on any news of an order.
The Clarity Act will bring in the age of tokenization. The age of Ethereum dominance. $ETH surging in anticipation.
$BTC Bitcoin - Moving Higher Off Support and a Volume Shelf Launch - Weekly Chart Next target at the Golden Ratio is $102k📈 2.618 Golden Ratio Target = $155k🚀
Direct JV Commitment: $100 million (paid directly to anchor their 51% controlling stake in Frontier Power USA) Indirect Eos Contribution: $48 million (their pro rata portion of the Eos shareholder rights offering) Total Effective Capital Provided: $148 million
