operry

@WheelieInvestor More people buying the stock than selling

Can someone please explain how a $1 trillion company can go up 20% in one day?

@GrantCardone Ber mentally sick people

🚨 Are you concerned? US stock market most OVERVALUED in 50 years.

@aleabitoreddit Do it again lol

YTD: 4502.45%.

@JamesMac_Fit No iPhone or iPads until 16… they’re allowed to watch TV after they clean up their mess. Max of 1hr per day, and only 3 days per week.

Dads... I need your advice. As a young dad myself, I’m genuinely worried about my son growing up addicted to screens, phones, games, etc. It feels like EVERYTHING is designed to grab their attention these days. So I want to ask: - How do you actually manage screen time in your house? - What’s worked for you? - What’s failed? Would appreciate real answers from people who’ve been there 🤝

@ParadisLabs What's your conviction level on a scale from 1-10?

Ceres Power is an alternative to $FCEL + $BE: We all know about the power bottleneck for data centers by now? Solid oxide fuel cells (SOFCs) bypass current grid limitations by offering rapid time-to-power. Ceres, $BE & $FCEL are all in SOFCs: $BE wins in the sector due to their commercials (e.g. $NBIS, $ORCL) + is largely priced-in now imo. But I think Ceres comes in second place when looking from a tech lens. I’m not going to trash talk $FCEL cos I actually do have a position w/ a ~70:30 split weighted towards Ceres. And just quickly: I ultimately seeing the whole Fuel Cell sector winning together since the TAM is so huge. Note: Being transparent, I'd be very shocked to see any sort of parabolic run like $SIVE type names. --- With Ceres, they abandoned attempts to manufacture + pivoted to a pure IP-licensing model: They’ve developed next-gen + patented solid oxide tech IP. This enables Ceres to license IP to manufacturing partners for mass production. They also license system IP where stacks are integrated into power systems, which are sold to end markets. They then earn revenue (royalties) through up-front licence fees for access to the IP + are based on kW of product sold into end markets. This model delivers high margins (~70%) + recurring revenue + minimal capex for Ceres itself. FY25 revenue was £32.6M (first-ever royalties of £110k from Doosan) And FY26 has £45M already contracted. So really, the investment case hinges on whether Ceres can convert its tech leadership + partner momentum into scalable royalties. And yes, I do believe they’re leading r.e. the tech itself vs. other SOFC companies: They launched Ceres Endura in April which claims: -> 5-year stack life -> >65% electrical efficiency on nat gas -> >90% total efficiency in CHP applications -> "up to one-third lower system manufacturing cost at scale than alternative high-tempSOFC technologies" In plain English - Ceres runs at lower temps (450-630C) vs. $BE (800C) vs. $FCEL (~650C). Every other technical advantage flows from temperature, because temperature drives degradation kinetics + BOM. I’m not gonna pretend to fully understand the tech, but that’s the TLDR to the best of my knowledge. --- Field data from Doosan deployments over 2026-28 will be the decisive validator, but the design directly targets Bloom’s cost structure while maintaining the licensing model’s operating leverage. Ceres’ value creation ultimately rests on its manufacturing partners, who have collectively sunk an estimated ~$850M in factories tooled to its IP. Key relationships include: -> Doosan Fuel Cell (Korea): 50MW factory went live in July 2025 + generated Ceres’ first royalties in FY25. 2026 ship volumes (targeting tens of MW) are the most important near-term catalyst for Ceres’ re-rating. -> Delta Electronics (Taiwan): Signed licence in 2024 (£43M over three years). Delta has acquired land for a factory (~£170m investment) + formed a strategic partnership w/ Centrica (UK) to deploy off-grid SOFC systems for UK + European data centres. First commercial product is targeted for end of 2026. -> Weichai Power (China): Nov 2025 manufacturing licence agreement gives Ceres access to the Chinese market for AI data centres. Weichai are a ~20% shareholder + ~$30B rev giant. All this to say, things are still early for Ceres: $BE ships gigawatts today on older, hotter, less efficient chemistry. $FCEL ships about 50 MW per year of structurally inferior technology. Ceres has shipped £110K of royalty rev (to Doosan) across all partners in its 25-yr history. So Bloom has the best commercial biz by far. For quick napkin maths: -> A 2x re-rating on 15x EV/sales requires ~£200M revenue. -> At 2-4% effective royalty on stack value (~30% of system) that's ~$25B cumulative sales. I don’t see that happening at current partner capacity, so would potentially need new licensees signing, not just existing partners scaling. Which is definitely possible according to mgmt commentary: Ceres’ addressable SOFC market is estimated by management at ~22 GW by 2030 (roughly 50% data centres, 50% industrial/commercial). The royalty model means Ceres captures upside with limited capital outlay. A single partner scaling to hundreds of MW can drive tens of millions in annual royalties at plausible 2-4% effective rates on stack value. Multiple partners ramping + new MLAs could push revenue into low hundreds of millions by the early 2030s. --- But there are ofc risks e.g. dilution: Share count grew from ~80M (2015) to ~195M (2026). Future dilution risk currently low imo (cash runway to 2029) but not zero if M&A / capacity buildout pivots strategy. Another is the licensing model itself can be a drawback since they're at the whim of their partners' operations. So really, you'd wanna track their partners closely to see what deals they're signing in the future. --- Disclosure 1: as mentioned, I currently have a position. Mainly out of support for UK tech. Disclosure 2: if I need the cash for something else, I may sell due to already being invested in $BE, so it could easily turn into a short-term swing trade.

@longinvest32 Wall Street and Jane Street will sell the rip

230$ tomorrow $NBIS Europe is pumping

@Dr_Crossroads Both will win

While I have a position in $NBIS, and I think it's the highest quality in this space, I have been puzzled why $CRWV hasn't been getting more love. Is it that the market pref dilution over debt by that much? Or is it looking very far ahead to where the neocloud that Nebius This building is a key differentiator, which I think will absolutely matter in 4 or 5 years? Or is there something else I'm missing? Either way, I might be shifting from Nebius to Coreweave soon.

@FransBakker9812 Oh god

The $BE deal with $NBIS is the most celebrated failure in the history of failures To add to that, the price hikes for their on-demand represent less than 5% of their 2027 capacity Investors in $NBIS who are adding above $200 will feel the pain in the next 12 months Long $IREN

Jensen when asked why Nvidia’s valuation is lower than the market: “That’s one of the mysteries of the universe. I think all of this is going to get sorted out. In the end, they can’t hold back performance." $NVDA (via CNBC)

@garyblack00 All the people saying it’s overpriced are making me more bullish by the day

Not that interested in $SPCX. I don’t know of any $2T market cap companies that trade at 300x EBiTDA. Given all the hype, likely to be way overpriced. Will be more interested after it falls by 50%.

@gregmushen Many of the datacenters recycle their water in a closed loop, fyi

Been limiting my showers to 1 minute to save more water for the data centers.

@DarkPoolTA @saxena_puru Agree. It’s the most deflationary force we’ve ever constructed.

@saxena_puru 6-8 months* and it isn't an "AI Bubble" it is an intersection between government debt levels and inflation. AI is inherently disinflationary.

If history is any guide, the AI trade will likely end in an epic bubble within 1-2 years. No party goes on forever and the hangover will also be equally severe.

@saxena_puru 1-2 years? You’re retarded. This is a fundamentally altering technology that we’re just starting to apply to our lives. Less than 10% of the world uses an LLM daily.

@DarioCpx it's the bers like yourself that keep this ai train rolling. Thank you.

When does circular financing stop? Similar to a Ponzi Scheme, when cash outflows become greater than inflows. In this last quarter, $NVDA cash grew by only ~$600, and now ~95% of its operating cash flow is absorbed by circular financing vs ~57% one year ago

They’re signing for their first house tomorrow evening. Have his boss lay him off after lunch tomorrow. Then, before he can tell his wife, have her greet him at the door with a hug, a kiss, and a positive pregnancy test.

JUST IN🚨: $NBIS is increasing prices by 30% on the STANDARD on-demand pricing, effective June 1st. The demand is INSANE and this price increase goes straight to the bottom line.

Only Nvidia can report that great a q and not do anything. People demand 76% gross margins Insane.. Let's see what the call says

@aleabitoreddit I think it’s more about fewer people turning to Reddit for advice and increasingly relying on AI

There's some things in the market that don't make much sense. $RDDT is the perfect example post-earnings. One of the most profitable names right now with high growth... But if it's related to software or not burning $1T+ in AI capex, markets don't care?

@ilzmcfly Accounting… what a terrible job.

@operry19 Such a retard you are. I'm in my accounting office full time. Making hundreds of thousand a year. Grow up child. We are not in the same league.

$NBIS WHAT DID I SAY? Vineland cant get Air-Permits and they will be moving to fuel cells Delays, delays, delays… and more capex. Maybe this is why Nebius actually guided capex higher.Sneaky buggers 👀 This also doesn’t mean it will get guaranteed approval “Vineland planning board meeting tentatively rescheduled to 6/25 per the city engineer at the request of DataOne” - per my contact at vineland who follows public discussions between NJDEP and DataOne s/o to njdep public filing and my contact at Vineland This why I stick to companies providing reliable grid capacity far away from residential areas $IREN