The Angry Mantis retweetledi
The Angry Mantis
21.3K posts
The Angry Mantis
@theangrymantis
Tracking Smart Money Real-time US Market News ⚡ $TSLA $MU $SNDK $POET $IONQ $CRWV $NBIS $VELO $META $GOOG $IREN
Seoul, South Korea Katılım Kasım 2021
695 Takip Edilen1.3K Takipçiler
The Angry Mantis retweetledi
Micron強かすぎるっ
1a プロセスでのDDR4の生産を4倍に増やす予定
Ray Wang@rwang07
$MU Sanjay on Bloomberg: "The company plans to quadruple production at the Manassas facility specifically for DDR4 memory using 1a technology." Hmmm.
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The Angry Mantis retweetledi
$TE: ☀️Below is the first tweet I wrote about T1 Energy's Trina Solar transaction back in December 2024. I have been invested in and writing about T1 Energy for 1.5 years now.
It's been a high risk / high reward execution story that mgmt has delivered on exceptionally well, causing the stock to rerate to where it is today. T1 Energy investors have known the complexity and risks of acquiring state of the art solar module plant and solar cell fab design from Trina with the aim of becoming a vertically integrated US producer of solar modules and cells. As each risk has been removed, like 2025 FEOC compliance and becoming 45X compliant, and another round of strategic funding closed, the stock has step functioned higher on these achievements.
Furry Panza is new to the story. They were fed the idea by a hedge fund that was short - this is their business model. They are smash and grab street walkers for hire. When hedge funds need someone to do the dirty work of creating a "catalyst" to generate short alpha, they call these modern day prostitutes.
Smash and grab cons like Panza put together sensationalistic FUD in hopes of cratering a stock price so that they and their hedge fund buddies can quickly close out their positions. This is almost the purest form of riskless alpha.
Unfortunately for them, social media is the great equalizer and their shady tactics are less effective in the age of information symmetry. Smash and grab strategies are a dying breed.
Anp🅰️nman@spacanpanman
$FREY: Took a quick look at Freyr's pivot from battery developer to solar module and cell manufacturer. $FREY purchased a brand new 5GW US solar module plant (Wilmer) from Chinese producer Trina for $621M or 3.1x runrate EBITDA, which will make them the #3 producer in the USA. Trina will own ~20% of FREY pro forma and will provide various support services as they ramp up the plant. $FREY expects to generate $100M EBITDA in 2025 increasing to $200M once it's fully ramped. They've got 1.5GW already contracted out in offtake agreements. $FREY plans to build a new solar cell plant for $800M of capex, which they expect will generate an additional $475M of EBITDA or a total of $675M EBITDA for both the module and cell plants. $FREY pro forma for the transaction will have 200M shares outstanding, $132M of cash and $545M of debt for a total Enterprise Value of $1B at a stock price of $2.95. If you buy the stock today, you're purchasing the Wilmer solar module plant for about 5x EBITDA with an option on the new solar cell plant and some recovery value from the co selling/leasing the battery production facilities in Europe. $FREY believes that cashflow from the module plant along with new equity and project financing will fund the $800M capex needed for the new cell plant. They're going to detail these plans in the near future. Below is the pro forma cap structure and implied valuation multiples. IF you believe they can ramp up the Wilmer to $200M of EBITDA, at 5x-8x that implies $3 to $6 per share value. IF you believe they can build and ramp up the solar cell plant (with $800M of debt funding) resulting in $475M of add'l EBITDA, at 5x-8x multiples that gets you to $11 - $21 per share. This does not include any potential value from disposing the legacy European battery development/mfg facilities. There's a lot of execution risk here and I have no idea if this team can do it, but an interesting pivot and transaction. The CFO recently bought 130k and 550k shares on the open market. Company presentation here: ir.freyrbattery.com/events-and-pre…
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The Angry Mantis retweetledi
@spacanpanman @FuzzyPandaShort Good sign. Tesla had many FUD makers back in 2020.
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god you're dumb
Everyone invested in T1 Energy has known the risks, which is why it trades at a massive discount.
As the company executes the value continues to get unlocked. You do know how to invest right? Instead you're only purpose is writing FUD bullshit hit pieces on behalf of hedge funds that are short to make a quick buck.
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"If you know the enemy and know yourself, you need not fear the result of a hundred battles" ~SunTzu
Some Bulls in $TE don't seem to "know" that T1 Energy was a completely different company in 2024
Freyr Battery did a full pivot and became T1 Energy in FY2025
🤦♂️
Anp🅰️nman@spacanpanman
$TE: ☀️T1 Energy Consensus Estimates Revenue 2024A: $3M 2025A: $755M 2026E: $932M 2027E: $1,371M 2028: $1,529M EBITDA 2024A: -$76M 2025A: -$69M 2026E: $80M 2027E: $246M 2028E: $369M
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The Angry Mantis retweetledi
Don't sleep on Kraken Robotics.
While everyone is focusing on AI, Kraken Robotics $KRKNF $PNG.V is well-positioned to become a massive winner in the coming years.
Their moat is incredibly strong, if you want the best-performing unmanned underwater vehicle (sea drones), you cannot go without Kraken Robotics high-tech components.
1. SeaPower batteries: Kraken's SeaPower batteries deliver 200% greater energy density and 46% less weight per kWh vs alternatives. They produce the best of the best, and are used in Anduril's Dive-LD and Ghost Shark UUVs.
2. Kraken's Synthetic Aperture Sonar is validated through four consecutive years at REPMUS, NATO's premier live undersea exercise in Portugal. It consistently detected objects that resemble mines and is also utilized by Anduril's UUVs.
3. Following the acquisition of Covelya (to be closed in the second quarter of 2026), Kraken Robotics can also add Covelya's Sonardyne navigation technology to its portfolio, strenghtening its moat.
Anduril's Rhode Island factory is built to produce 200+ Dive-LD UUVs per year. The Ghost Shark program carries a A$1.7B Royal Australian Navy contract. And with Anduril ramping up the production of UUVs for Western defense, more and more Kraken Robotics parts will be necessary to build these UUVs.
Not only that, in the past quarterly earnings Kraken Robotics disclosed another major US defense firm signed up as a customer for the first time.
Sooner or later, every Western producer of UUVs will realise that the best parts are supplied by Kraken Robotics. The sky is the limit for Kraken!
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The Angry Mantis retweetledi
Leopold Aschenbrenner called $APLD resulting in 20% gains just today.
He’s now calling:
$BE at $300
$CLSK at $15
$CRWV at $100
$INTC at $120
$IREN at $55
$KEEL at $5
$MU at $750
$RIOT at $25
$SNDK at $1500
$TE at $9
$TSM at $400
Are you listening?
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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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The Angry Mantis retweetledi
Bullish $NOK
Anduril Industries@anduriltech
At Ivy Mass, Anduril completed the final step in a year-long series of exercises that put the Next-Generation Command and Control (NGC2) capability in the hands of the warfighter. The number of connected soldier devices grew from 13 to 2.5K. The number of Tactical Edge computers in the network grew from 67 to 130+. The network now connects 40 different software applications, 36 live data feeds, and 37 different types of sensors and effectors across nine hardware form factors. New technology is only successful if those who need it can use it effectively. Without constant help from developers. At Ivy Mass, the @USArmy took over. Soldiers were in charge of setting up new equipment, updating software across all 2,500+ devices, and integrating new systems themselves. anduril.com/news/ngc2-at-s…
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The Angry Mantis retweetledi
We gave you $TE at $6. Now it’s trading above $9+, and we’re holding until we see $100.
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트럼프 행정부 양자컴퓨터 투자
인플렉션 선정 완료
홍대병 주식이 미래다
Mooni Insight 💫@Semicon_player
naver.me/FXnhyvWt 이번 주간레터는 중성자 양자 컴퓨팅 회사 $INFQ 에 대한 레터입니다. 투자 비중은 1-2% 의 미래 벤쳐 투자를 위한 비중으로 안내드리며, 각자의 AI 툴로 중성자 양자 컴퓨팅과 양자 센싱을 공부하길 적극 권유 드립니다. 미래를 준비하는 투자로 생각되오며, 현재 변동하고 자금 조달이 어려운 양자 컴퓨팅 회사를 투자하기엔 매우 안좋은 시기임은 분명합니다. 양자 센싱 시장은 하지만 공부 해볼 가치가 있는 중요한 방산 자원임에는 틀림 없습니다. 양자 컴퓨팅의 세계로 가기전에 아주 큰 교두보로 활용될 기업이라 생각합니다. 거래 기록이 없는 아주 위험도가 높은 주식이므로, 앞으로는 가격에 대한 언급도 없을것이며 무지성 추종을 자제 당부 드립니다.
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@CryptoYuna_ @Mb9PpNWCvqxQouN Vvip 증권회사 세미나 갔다온 결과 반도체 메모리 이제 시작이랍니다…
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My mom was a huge fan of @elonmusk , but she recently told me that if TSLA doesn't hit $1,000 within the next 2 years, she’s gonna start hating Elon.
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