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Alex
252 posts
Alex
@alexcompounds
33 British investor 🇬🇧 | 8 years investing | $BTC Hodler | Fully remote currently in Argentina 🇦🇷
Argentina เข้าร่วม Nisan 2026
217 กำลังติดตาม172 ผู้ติดตาม
@Stealthct_Storm They are the market leader for design software (UI / UX) - and as with many software stocks rn the question is , will AI steal their dinner
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My god I am not bullish enough on $now. Literally no one is. Fucking insane. The now assist is going to be insane for this co.
50% mom growth
1700 customers Q2-->3000 Q4
Hockey stick leverage eoy
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This claude design app is a piece of crap lmao
Anyone who thinks this has a shot at replacing Figma or even being a meaningful companion to it has not used it
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£32,000 a year. Graduate job. What it actually comes to:
Gross: £2,667 a month.
Income tax: £324
National insurance: £225
Student loan Plan 2: £35
Pension (4% auto-enrol): £107
Take home: £1,976.
Rent in any UK city worth living in: £1,200.
Council tax, gas, electric, water, internet: £420.
Train or petrol to get to work: £250.
Bills alone eat £1,870 of it. Leaves you £106 a month for food, clothes, socialising and any kind of life.
This is what a 'good graduate job' looks like in 2026 after 3 years at uni and £50K of student debt. How did we let them sell this to us?
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I’m don’t believe the thesis that $FIG will be replaced by AI is valid
Rather it’s complementary
Automate the grunt work and allow designers more time to collaborate with project teams, refine and iterate design system mgmt
shirish@shiri_shh
It's a Harvard Case study waiting to be written. they'll teach figma in b-schools the same way they teach Blackberry
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The amount of people I meet that have the attention span of a fish is scary
Bryan Johnson@bryan_johnson
Two weeks without mobile internet improved mental health more than antidepressants and reversed roughly 10 years of attentional decline. Screen time dropped 49% (314 to 161 min/day).
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@Stealthct_Storm Etoro, but it's ran pretty hard since I started my position - I'd look for a better entry
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Two non-US positions I like :
1. $ETOR - Profitable commission-free broker w/ crypto & social , trading below its competition 📈
2. $GRRR - 🇬🇧 software co offering smart city solutions across AI-driven video /cyber analytics , IoT security and edge AI
Does anyone else have a position ?
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This is actually getting wild... @WhiteFiber_ is up 15% this week, $ETH is up 11% yet @BitDigital_BTBT is still trading at a 25% DISCOUNT to NAV??? 🤯🤯🤯 $BTBT
Ted@TedPillows
$ETH is currently around the $2,350 level. There are 2 key levels here for Ethereum. To the upside, ETH has strong resistance around the $2,400 level. To the downside, ETH has a decent support around the $2,150-$2,200 level. IMO, ETH could have one move up here before a strong downtrend.
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If you're bullish $ETH then $BTBT may be of interest
Ex-BTC miner turned Ethereum treasury with a majority stake in AI datacenter operator $WYFI
Currently trading at 23% discount to NAV
WhiteFiber_ NASDAQ: WYFI@WhiteFiber_
Data centers are durable assets only if they operate in a way that maintains customer trust and confidence. MTL-3 has been operational since Q4 2025 but the work continues. In this video Billy explains what it takes to consistently deliver against Tier-3 standards. $WYFI
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HOW IS SAYLOR GONNA PAY THE DIVIDENDS?
Strategy has 346,823,000 outstanding shares.
Math:
Annual dividend obligation: $1.237B
MSTR price: $168.02
Shares needed: 7,362,219 shares
Dilution: 7,362,219 / 346,823,000 = 2.12%
So the answer is:
Shares issued: ~7.36 million
Basic-share dilution: ~2.12%
2% dilution to pay a YEAR of dividends... for STRC buying HUNDREDS of THOUSANDS of BITCOIN for the MSTR shareholders?
STRC holders get the 11.5% yield.
MSTR shareholders get AMPLIFIED BITCOIN w/ increasing Bitcoin per share.
You think the MSTR shareholders DON'T WANT THIS DILUTION?
The bears are absolutely cooked.
Strategy will be the most valuable company in the world.
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It’s still pretty incredible $HIMS is down 44% even after:
1. $NVO de-risking + partnership
2. Multiple global acquisitions expanding DTC distribution network
3. Peptide arc, with Huberman saying HIMS was set to soar under these conditions
4. Entering a friendlier macro climate.
5. Short interest reaching unsustainable 36%+
The good news is: short interest can only be so much of the float… So it’s inherent buying pressure to cover over time, which does limit downside if fundamentals improves.
Serenity@aleabitoreddit
Huberman did say $HIMS was set to soar… in this type of arc playing out today. Interesting to see takes from Stanford professors on public equities.
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