Ashley
4K posts


another pre-order slot of the willmack acrylic charms is now open on my shop!
nine-of-swords-shop.fourthwall.com


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the willmack acrylic charms are now available for pre-order until april 20! + a 15% off discount if you order both :]
nine-of-swords-shop.fourthwall.com


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@crumbl @KJsInsane Lol, wow. I wonder if you realize how bad the PR for this is. It's one of the reasons your sales have plummeted. No fun new cookies, limited weekly menus, no more birthday cookies, and you've increased prices dramatically. Not to mention Dubai cookie every week for MONTHS. Bye.👋
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@KJsInsane Happy Birthday! 🥳 Free Birthday Cookies are currently only available for our Silver, Gold, and Pink Tiers. We apologize for any confusion! 💕
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So wait, do I not get my free @crumbl birthday cookie today because I’m not a silver member?? 😢😢😢

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@1xStrateg1x Fun fact, NBIS can have more deals lol. IREN's have a guillotine over its head. Any deal has to compensate with a massive ATM hanging over it when management uses that ATM to fulfil the terms of a new contract.
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$IREN filed to dilute $6,000,000,000 at a $11.7B MC.
That is not noise.
This is Iren's way to monetize their 4.5GW capacity by selling all those new shares onto the open market.
If you want some history on how this turns out:
Look at $BKKT that crashed 99% with Mike and $IREN board of directors history with excessive ATMs. Or his recent company $ASST.
It’s accretive to the company and executives: Because it wipes out all retail shareholders and they can always issue SBC.
So they don’t actually care what stock price it needs to be at to sell.
After they’re finished, they have $6B in new cash to use for scaling without paying interest.
But the reason why convertible notes with interest, and $NVDA funding balance sheets is much better for retail capital:
Is because it doesn’t wipe out retail equity to achieve this. Because at this point $IREN looks like the $AMC of datacenters with a dwindling moat, and looming $6B in shares sold into the open market.
Reason I post about $IREN is because
- people dismiss a $6B ATM as “Noise”
- it’s one of the most popular retail “buy the dip” companies that they’re buying into a $6B dilution machine
- people still don’t understand the risk at all.
- the amount they have now is not enough to finance GPUs/GW capacity monetization.
- they likely will have to use the ATM, it’s not “optionality”
Again: I have zero positions in the company.
I’m just warning retail investors that this ATM structurally wipes out your equity appreciation by how structural mechanics of $6B+ ATMs work.
Because $IREN likely needs to sell new shares at any price to monetize their GW, otherwise there would be zero need to file it.
Executives actually don't need to care because they can make up for stock price dropping by issuing SBC like $SNAP.
If you have to wonder if your equity gets wiped out from an excessive ATM:
There are better longs out there than $IREN.


Bony@BonyBallf2
@aleabitoreddit @Kaizen_Investor I feel like you are way too much focused on the dilution. If they excecute their GW pipeline properly the dilution is just noise. Demand for available GW is so massive and i do think most data centers will have massive delays and also though time to get financed. So imo $iren ☝️
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@n0t_pop @krystalball She's talked about this on Breaking Points lol... Awk
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@krystalball Hi Krystal, wondering why you aren’t opposing the actual largest genocide happening on the planet right now?

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Counterpoint: a party having a core set of values they stick to including opposition to genocide is actually a good thing
POLITICO@politico
Dem @GovAndyBeshear is declining to call Israel’s actions in Gaza “genocide.” “That’s becoming one of those new litmus tests that we said we would never do as a party,” he told our @DashaBurns on #TheConversation. Listen to the full interview: politi.co/4uVmEfE
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🚨CELEBRINI SIGNED JERSEY GIVEAWAY🚨
We’re giving away a signed Fanatics San Jose Sharks Macklin Celebrini signed jersey!🦈
To enter:
1. FOLLOW @HKYJersey
2. LIKE ❤️ & RT 🔄 this tweet
3. Enter phone # 📱 on HKYJersey.com
4. Like pinned tweet ⬆️


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