Sam

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Sam

Sam

@sper24

America First

Utah, USA Katılım Mart 2012
137 Takip Edilen365 Takipçiler
Sam
Sam@sper24·
@Brownmoose Cross reference with mid term years, could be interesting
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Moose
Moose@Brownmoose·
$SPX Stock markets have historically suffered significant declines in the first three months following the arrival of a new Fed Chair. S&P 500 3-Month Decline • Jerome Powell: -7% • Janet Yellen: -4% • Ben Bernanke: -2% • Alan Greenspan: -33% • Paul Volcker: -10% • William Miller: -3% • Arthur Burns: -7% • William Martin: -8% • Thomas McCabe: -4% • Marriner Eccles: -8% • Eugene Black: -21% • Eugene Meyer: -32% Average: -12%
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FuzzyPanda
FuzzyPanda@FuzzyPandaShort·
New: We are Short T1 Energy (TE) Investors confused T1 as an AI play. It's Not. It is another China Hustle We'll reveal the dirty little secrets of its key IP transfer that hide T1's deep ties to China T1 is FEOCk’ed. Expect major accounting restatements coming soon
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Sam
Sam@sper24·
@wliang What’s the feeling on $GREE?
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Sam
Sam@sper24·
The main issues data centers are facing are compute constraints and permits. $GREE has 111.5 MW online and a pathway to 161.5 MW. They also have permits in New York through 2031. The absolute downside is a fire sale where assets are sold at worst case $100M+ (current market cap ~$25M). The upside is a 5-10x re-rating if and when they get the $36.7M debt overhang resolved by October 2026. Genuinely what else am I missing? Given the constraint of the two issues above, I find it hard to believe they don’t find a resolution given their assets.
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Danny Marques | Investing Informant
Danny Marques | Investing Informant@Invst_Informant·
Soluna $SLNH and Digi Power $DGXX are small cap bitcoin miner / AI power infrastructure developers that’ve captured the markets attention recently given their small profile and development pipeline $GREE Greenridge Generation operates 115MW of power and recently secured approval for another 100MW Valued at a $20M market cap 🤔
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Culper
Culper@CulperResearch·
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
Culper tweet media
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Sam
Sam@sper24·
@cmsinvests In a couple of years from now, probably. Money isn’t flowing into the Saas sector for a reason, and that uncertainty around their valuation won’t change while we’re still in the infancy of AI disruption.
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CMS Invests
CMS Invests@cmsinvests·
NVDIA, ANTHROPIC, AND OPENAI ARE ALL PRAISING SERVICENOW. $NOW CEO Bill McDermott says ServiceNow can become a $1T company by 2030. $NVDA CEO Jensen Huang says it could 100x. THE $NOW RE-RATING WILL BE LEGENDARY.
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Han Akamatsu 赤松
Han Akamatsu 赤松@Han_Akamatsu·
Think I’ve found my next LEAPS trade. 500 likes and I drop it. 🤝🏻✍🏻
Han Akamatsu 赤松 tweet media
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Sam
Sam@sper24·
@saltcitysportut Maybe we have a tv deal in place by next year so we can all watch it too…? 🤷‍♂️ one can hope
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Salt City Sports
Salt City Sports@saltcitysportut·
The Utah Jazz are back baby! Starting lineup: PG George SG Peterson SF Markkanen PF JJJ C Kessler And yes, I really do think Peterson fits better than AJ does.
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Sam
Sam@sper24·
@ArtTakesNote Boozer has the lowest ceiling. Probably the highest floor too, but not something I want with a #2.
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Art Cummings
Art Cummings@ArtTakesNote·
I’m surprised by how much (almost unanimous) support Darryn Peterson has over Cam Boozer amongst Jazz fans. I think people are letting fit sway their opinion on this way too much.
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Sam
Sam@sper24·
@WizardsMuse1 @EBJunkies Couldn’t agree more. Boozer in a wizards uniform would be a great fit.
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WizardsMuse
WizardsMuse@WizardsMuse1·
GM Will Dawkins called AJ Dybantsa a "scorer" this morning (Via @EBJunkies) Dawkins also called Boozer "consistent", Darryn "fierce", and Wilson "riser" Dawkins also said there isn't a "clear-cut" number one prospect WOWWW 👀👀
WizardsMuse tweet mediaWizardsMuse tweet media
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Sam
Sam@sper24·
@TheLongInvest What’s a lot of money? Genuinely curious when you felt like you had a lot of money
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The Long Investor
The Long Investor@TheLongInvest·
Things that improved my life by 20x: - not flying planes - high protein diet - no sugar, ever - working 12-14 hrs a day - sauna & cold plunges - reading every day - being obsessed with everything I enjoy - getting rid of negative people in my life, including family members - sleeping 8hrs of quality sleep each night - having a lot more money - never flying economy - valuing an hour of your time - not wasting time on tasks that don’t return any value - customers value is always the goal - knowing you can disrupt any sector - saying no - never quitting - being stoic - knowing being an employee is not the way to wealth - peptides - healthy body means a healthy mind - taking one day a week to let go.
Mike Alfred@mikealfred

Things that improved my life by 20x: - Eating only sushi and wagyu - Sauna 44-60mins 190 degrees - Reading 6 hours per day - Flying private with kids - Only drinking great wine - Zero tolerance for fake friends - Running far in the mountains - 1 month above 7,000’ yearly - BTC

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Sam
Sam@sper24·
@Han_Akamatsu The fall off of No Limit has to be studied. Every time I see one of his posts, I can’t help but laugh a little.
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Culper
Culper@CulperResearch·
NEW: We are short Ether $ETH, and ETH-linked securities, incl. $BMNR. We think ETH tokenomics are impaired following the December 2025 Fusaka upgrade. Vitalik knows it and is selling, while $ETH's most ardent bull, Tom Lee, is throwing good money after bad. $ETH is going lower.
Culper tweet media
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Sam
Sam@sper24·
@CulperResearch Been just over a month, how’s the position doing?
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Thrill Keightley
Thrill Keightley@Cincitucky1·
BREAKING: Collin Chandler will be getting north of 3 million dollars to go to BYU next year
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Sam
Sam@sper24·
@itschappy 30 min sacrament meeting, 40 minutes for each class would be optimal imo
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Sam
Sam@sper24·
@ByuSome Safety? With Raider and Satuala starting? That might be the best position group on the field
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Some.BYU.Dude
Some.BYU.Dude@ByuSome·
BYU fans, Which position group are we most worried about this year? For me, it's either WR or safety. I think we have talent, but there are big shoes to fill from last year in those positions.
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Sam
Sam@sper24·
@maziehirono I’ve never understood this talking point. This seems so stupid. Please, someone explain this to me.
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