Richard Sacks

@zzzTrAsHeRzzz I have seen cost ranges of $500K-2M per unit - what is the accurate cost per unit?

$HGRAF 7:56 "We could build 50 of these units at one time and that would take 3 to four months" 8:55 "..much of the activity we've seen is actually coming from the UK...but I can imagine that we upscale both our activity at the GEIC and potentially also production facility here."

@JordanSolace The rights are still trading …..

$EOSE Hindsight is 2020.. I think eos has upside from $5.48 Wish I sold more shares and bought more rights. Free warrants… Ya live & learn. I’ve come around on this 😂

@SpearfishingCap @NateStrande When is the last day to exercise pursuant to the Rights Offering?

@NateStrande Time decay is real.

$eose how much do the eoser become worth if this stock goes back closer to $5.50??? Things could get interesting this next week

@JackMenshaw @Fidelity @RobinhoodApp These are trading at $.04.sh. Where do you read about the exercise provisions ?

$EOSE $EOSER @Fidelity cutting off the rights offering July 13 and telling us on July 9th. What a joke. Seriously considering taking my business to @RobinhoodApp

@Swedish_uranium @todd_ramos That is clearly the BMW roundel (the BMW propeller logo) on that front grill assembly. The propeller dates back to when BMW built aircraft engines.

👀 Wait a minute... HydroGraph $HGRAF $HG has previously said a top-10 automotive manufacturer is testing its graphene. Now they use this image to showcase +50% impact strength in polypropylene at its Advanced Materials Show booth. Is it just me, or does that front end look rather... German? 🇩🇪👀 I'm not saying BMW. But I'm not not saying BMW. 😅

@chamath @threadreaderapp Unroll

The marginal cost of energy is going to zero. This is bad for utilities and great for homeowners who have solar + storage. It’s also great for businesses who feed this entire supply chain. The amount of bottoms-up energy production from homeowners will shock people in its scale. America will have 100M utilities over the next 25 years.

@joceyreyes209 @broheim777 Appreciate the response.

$INV I couldn’t agree with you more Richard. As for the stock pressure … small caps got hit with the recent market volatility. The dark NX drama is nonsense IMO AND today’s announcement is a big positive IMO. I have heard that there is a high degree of interest a multiple fronts coming out of the recent industry trade shows and conferences that Accelsius attended I have contacts at server OEM’s that are adamant that cooling is THE critical bottleneck and two phase is the solution that will solve this bottleneck. The Accelsius CEO stated publicly they are working with AMD. IF we see an AMD announce that Accelsius is an approved reference architecture combined with an OEM announcement I believe that the stock will materially rerate higher. Based on over a decade of data center experience and a multi decade career going to market through OEM’s like DELL, IBM, HP … the list goes on and on …. Revenue can go from tens of millions to hundreds to millions of dollars in revenue rapidly. This is why INV is one of my top holdings. Not investment advice. Just sharing what I’m doing and why i’m doing it.

$INV in light of the short report not a great look. They need to come clean

@visafreeworld @threadreaderapp Unroll

🚨 Airlines run massive psychological algorithms behind the scenes when pricing tickets. If you search like an ordinary passenger, you will always face the most expensive fares. Here are 5 advanced travel hacks that hack airline software to cut ticket prices in half: 🧵👇

@joceyreyes209 @broheim777 Greg- very long INV and understand the inevitability of 2-phase cooling. Curious as to your thoughts on the stock pressure. As far as I’m concerned the DarkNx kerfuffle means little to my conviction as I see this story based on 2027-2029 sales momentum being the entire story.

@broheim777 Your take is off base because there is nothing to come clean about IMO. You should do some industry checks. If you did you would conclude that not only is the industry moving rapidly towards two phase cooling and that customers and partners are coming to accelsius.

@_evon3929 @threadreaderapp Unroll

If you have an iPhone 13, 14, 15, or 16, do NOT update to iOS 26. Apple's new "Liquid Glass" design is destroying older phones. If you already updated, here are 6 settings that fix it:👇

@Dr_Biohacker @threadreaderapp Unroll

Magnesium glycinate is one of the most researched supplements. Studies have shown that it lowers cortisol, relaxes tense muscles, and aids deep sleep. This is the one i use and always recommend👇 #affil lvnta.com/lv_NuySzFx89bj…

I swear taking zinc in the morning, magnesium at night, and vitamin D+K2 with breakfast changed my life. I did it literally for 30 days straight & People around me kept asking why I feel more alive. Here's exactly what I did:

@LORWEN108 @threadreaderapp Unroll

A Stanford neuroscientist warns high cortisol wrecks memory, enlarges your fear center, and make your brain feel broken. If I wanted to fix it naturally, I'd do these 8 things every day: 1. Walk barefoot on grass for 5–7 minutes.

@morellifit @threadreaderapp Unroll

Semax is the closest thing to a limitless pill I've ever taken. It has 40 years of safe Russian clinical use behind it. I've been using it for a few months and the cognitive benefits are insane. Here's the breakdown: (1/16)

@Manifest_Lord @threadreaderapp Unroll

At 71 years old, RFK Jr. shrunk his visceral fat by 40% in a 30 days. Most men his age are on blood pressure meds and statins. Dr. Sean O'Mara helped him reverse atrial fibrillation with food alone. Here's the protocol he followed (and how to copy it):🧵

@AIPandaX @threadreaderapp Unroll

A guy was ready to drop $1,500 on a new OLED TV because his 3-year-old Smart TV was freezing up and took 5 seconds just to respond to the remote. He unplugged it. Deleted old apps. Cleared the cache. The lag kept coming back. He went to Best Buy to get a replacement. The home theater installer in the blue shirt stopped him: "Before you spend a grand, let me show you something." He grabbed a remote and shook his head. "There are 8 hidden tracking settings throttling your TV's processor right now. Manufacturers turn them all on by default. Nobody tells you they exist. Let's fix this." Here's what he showed him in the next 8 minutes. 🧵

@LORWEN108 @threadreaderapp Unroll

Joe Rogan spent 3 hours with James Nestor learning that most people breathe wrong every minute of every day. But, nobody talks about the scariest part: Your breath can teach your body to panic. Shallow breathing tells your nervous system: “Something is wrong.” Here are 6 breathing shifts that can lower anxiety in minutes: 👇 1. What Nestor told Rogan stopped me cold:

@RaoulGMI @jvisserlabs @threareaderapp Unroll

The biggest marketplace on earth won't be assets humans own. It'll be the data AI needs. And we won't see any of it. I sat down with @jvisserlabs to map out Reed's Law, the invisible economy, the AI supercycle, and what it all means for capital markets. As ever, please enjoy!

@Outdoctrination @threadreaderapp Unroll

Ice cream is actually one of the healthiest foods in existence, judging by a multitude of recent research articles. There was a very highly publicized article that came out in 2018 out of Harvard. It was for a student's dissertation, he found that ice cream was inversely associated with heart disease. The nutrition department and the student himself tried repeatedly to "make the association go away" with different analysis, and checking his work. But it didn't. Not only was ice cream reported as beneficial, it was actually one of the most beneficial dairy products analyzed. With up to a 12% reduction in heart disease risk for having >2 servings of ice cream per week. This wasn't the first study to find benefits of ice cream, and it also wasn't the last. In a 2013 meta analysis of studies, they also found a protective effect of ice cream on diabetes. You can see the bias against ice cream, as they don't even mention it in the main page. That's despite ice cream showing one of the BEST results of any food studied for diabetes risk. Another study from 2014 showed the same thing. Again, this is a meta analysis, not just one study. They are pooling together all of the studies on ice cream and diabetes and still finding this. The best result of any dairy food studied - here with a 32% reduction in diabetes risk. The bias against ice cream is very strong in these studies. A 2016 study once again showing the same benefit of ice cream for diabetes risk. They say that the study above (Chen et al) showed "attenuated association" once diet collection information was stopped after hypertension or high cholesterol diagnosis. They argue that this means that the association is invalid. But not only did they not try to dismiss any other food studied like this, but this is just objectively not true (see above - there still was an association). They also buried their results on ice cream in the supplementary tables so it didn't even make the paper. That's probably because they didn't like the fact that once again, ice cream intake was inversely and strongly associated with diabetes risk. So you really can't argue that there was some kind of agenda in favor of ice cream here. More recent studies show the same thing. A 2019 paper again showed a lower risk of diabetes with increased ice cream consumption. And again, they put this information at the very end in the supplementary tables to try to hide it. Finally, the most recent study in 2024 showed the STRONGEST association for ice cream's protective effect on diabetes. There was a linear dose response. That means more ice cream = less diabetes, straight up. In fact, there was a 50% reduction in risk for having one serving per day. Which, as you could guess by this point, was the greatest risk reduction of any dairy food studied. Why would ice cream actually be good for you? My main guess is the unique protective fats in dairy, that are abundant in ice cream. ◇ C15 ◇ C17 ◇ CLA ◇ TVA ◇ TPA are fats almost exclusively in dairy fat, and all have unique effects. ◇ Mitochondrial enhancing ◇ Anti-inflammatory ◇ Anti-thrombotic ◇ Lipid lowering ◇ Fat burning ◇ Cancer preventing I've covered these all at length in other content. Of course, this is all observational. This is simply seeing what people eat and then seeing what happens to them. It's not an experiment. That is definitely a limitation. However, when you see the same association, consistently, across decades, regardless of analysis and confounding adjustment, you probably have something real. This is not to say everyone should go and immediately pound gallons of ice cream for invincibility. But... it does mean having reasonable amounts of ice cream is likely good for you.

@InTheAssembly @threadreaderapp Unroll

We just finished a deep dive on every quality compounder we could find. We landed on 2 names NOBODY is talking about right now. Both are spin-offs of one of the most successful capital allocators of the last 30 years. Both are down ~50% from their highs. Here they are: TOI.V Topicus. Pan-European vertical software business. Mission-critical software for government, healthcare, education, and financial verticals across 26 countries. Q1 revenue up 23% year over year. Recurring revenue accelerating. Cash conversion still elite. Trading around CAD 96, down roughly 50% from the highs. LMN.V Lumine. Global communications and media software. BSS, OSS, billing, and network software for telcos and media companies. Sticky high-margin contracts. Massive consolidation runway in a fragmented industry. Trading around CAD 20 after a brutal pullback. The playbook is identical to Constellation Software. Decentralized. Buy and hold forever. Relentless M&A funded entirely by cash flow. Normalized multiples are now in the low to mid teens on cash flow. Well below their historical averages. Well below private market comps for the same kind of business. The software selloff created the setup, but the fundamentals never changed. We're a team of 8 with one goal. To help you spot truly great stocks at the earliest possible stage. Turn on notifications and follow us. It's absolutely crucial not to miss the alerts. There will be a lot of people who regret not following us.

@AdelDeveloperX @threadreaderapp Unroll

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