RAPHA EL
2.8K posts

RAPHA EL
@ralphk420
Real as it gets...











When Buffett said this market is a casino this is what he meant: $SMCI is up over 15% on earnings that were UNAUDITED, while current earnings showed operating cash flow was NEGATIVE -$6.6B. On top of that, AR ballooned to ~$8.4B while total liabilities surged to ~$15.9B.


$CAN - The Hidden RISC-V Play Nobody Is Talking About:- Everyone knows Canaan as a Bitcoin mining hardware company — but buried inside is a story most retail investors have completely missed. Canaan shipped the world’s first commercial mass production edge AI chip supporting the RISC-V Vector 1.0 standard — the K230 — a dual-core RISC-V chip integrating an advanced ISP, 2.5D GPU, and full “Glass-to-Glass” AI intelligence running on-chip, targeting robots, smart manufacturing, AI education hardware, and edge AI terminals. The same ASIC engineering DNA built over 13 years designing Bitcoin mining chips — maximum compute per watt, custom silicon, thermal efficiency — transferred directly into edge AI chip design. No ARM licensing fees. Dual OS support (RTOS + Linux). Purpose-built for the $1T+ IoT semiconductor market projected to hit a RISC-V inflection point in 2026. Meanwhile the core business has insiders buying aggressively — CEO AND CFO purchased 1.45M+ shares in the open market in March 2026, hashrate up 82% YoY, and a $128M+ BTC/ETH treasury sitting on the balance sheet. ⚠️ Yes — Nasdaq compliance clock is ticking and the stock is sub-$1. But what you’re actually getting is three bets in one: Bitcoin infrastructure + crypto treasury at a discount + RISC-V edge AI optionality that nobody is pricing in. When the market figures this out, it won’t be quiet. High risk reward play Not financial advice. DYOR.


















