Rehc

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Rehc

Rehc

@rehc_eth

round-tripping since 2019

Katılım Mayıs 2019
2K Takip Edilen2.8K Takipçiler
darran
darran@darran0x·
@rehc_eth I think ~$20 gets it to fair value but the market is just beginning to ramp. The other names in optics are also raising the comparable multiples. The chart is not serious, unless it actually happens. Then we'll say we called it.
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darran
darran@darran0x·
Welcome aboard, Nokia bros. Fill the wick. $NOK
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Rehc
Rehc@rehc_eth·
@darran0x In since under $8. Does the growth expectation improvement modify your re-rate take? x.com/i/status/20285…
darran@darran0x

@InnatS__ That's the idea. It would imply a 50-100%+ rerating is possible. You should use your favorite LLM to dig into it further though. Lmk if you find any push back.

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darran
darran@darran0x·
$NOK Earnings Doubled growth rate on forecasted volume, not pricing. > Network Infrastructure: We now expect growth between 12%-14%, up from the 6%-8% we communicated in January. > For Optical and IP Networks combined, we expect growth of 18%-20%, up from 10%-12%.
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darran@darran0x

The market will soon realize that within $43B $NOK is a $50B+ optics business valued at $6.5B. $LITE + $AAOI + $AXTI The optics segment is doing $3B+ in revenue at 44% gross margins. Citing demand > capacity, same as $AAOI and $LITE calls. 🇺🇸 Expanding mfg. in San Jose, CA.

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figge
figge@mfigge·
we’re going to make a Yuga Grails OTC desk this desk will be open by the end of the week why: spent the last two days reviewing in-bound collector interest as well as off-market options initially thought this was going to help with a couple of quick placements, but this feels like an important opportunity to support holders and the BAYC brand people don’t usually list grails because… they’re grails. collectors want unlisted grails but they don’t know how to start the conversation and these discussions are more nuanced than an anonymous WETH offer on a marketplace for every transaction we facilitate, we’ll be taking a small fee which will support the club going forward if you are a broker who already facilitates deals, and you'd like our help, we're open to sharing in the upside thank you bored ape yacht club
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figge
figge@mfigge·
A few weeks ago I stepped up and became CEO at Yuga. I joined BAYC in June 2021. Anyone who was around back then will never forget that ride: Doggo airdrop, mutant mint, casino night, and the first Apefest - it was a slingshot out of the pandemic and into a new frontier. Over the past year I’ve been sharpening the focus on Otherside. As CEO, my goal is to extend that discipline across all of Yuga. BAYC is the best club on the internet. The Club needs to be part of your world, not just your timeline. We’ll be doing way more stuff together as a club - meetups, moments, access, apparel. I see all of this guided by three pillars: IRL, Storytelling, and Style. While I’m handling operations, I’m excited that Garga will be freed up to be going deeper on the BAYC creative and world-building he’s always been best at. With Otherside, we’re developing a world class social platform for digital ownership and crypto. People will explore Otherdeeds, compete for resources, and build their own experiences. To win, we’re going to need to grow our user base a lot, and prove how every community can succeed in Otherside. We’ve made a lot of progress over the last few weeks and I’m stoked to show you, there’s a lot more ahead.
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Rehc
Rehc@rehc_eth·
@darran0x would love to see it. Your takes on the value in equities were very timely. But I cant help but miss "the good Ole days"
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darran
darran@darran0x·
Finding myself really interested in crypto again, fwiw. I'm optimistic that AI pushing everyone into a prototyping mindset could reset the culture. Back to designing and funding the most ambitious ideas at the edge. Believing in something.
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Krown
Krown@KrownCryptoCave·
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Rehc
Rehc@rehc_eth·
@darran0x Even if Corsair doesn't directly play as directly in high bandwidth memory / enterprise application?
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darran
darran@darran0x·
Generational Rotation
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Ansem
Ansem@blknoiz06·
wow
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Nvidia $NVDA becomes the first company in history to reach a $4.5 trillion market cap.
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Allo
Allo@allodev·
Where there was once a BAYC is now a Pudgy
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Rehc
Rehc@rehc_eth·
@Richpor104 @nftgerry Appreciate you! I'm lurking here lately lol!!! Missed the bubbles action to do a new job but never leaving.
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darran
darran@darran0x·
Stablecoin Chain $ETH $COIN $CRCL $HOOD
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darran
darran@darran0x·
It's March 2024. > Bitcoin just ran $28k to $78k on ETF approvals > Memecoin supercycle (real) > PUPS and DEGEN are melting into their forever tops and I'm taking profits into... > ETH? -25% > SOL? -23% > BTC? +61% Oh, I was supposed to buy GE's Energy Division? > $GEV +386%
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Leonidas 🧡 $DOG
Leonidas 🧡 $DOG@LeonidasNFT·
Smash the repost button if you held your $DOG all the way from airdrop to tier-1 spot listing
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