🫂Roughedges369.tez

Ayo we going to the fucking moon $EWY 🚀 (6x ‘28E P/E btw on E which is way too low)

- Iran War - More US Epstein level arrests - Major UFO/Spaceforce event - Deutsche Bank Collapse - Gold/BTC Hyper spike

🚨OUT OF THIS WORLD NEWS from President Trump… 👽

🚨 QUANTUM THREAT TIMELINE NARROWS Remember when breaking RSA-2048 required "millions of qubits"? That number keeps shrinking. Iceberg Quantum just dropped a preprint claiming their Pinnacle Architecture can do it with ~100,000 physical qubits. That's a 10x reduction from the last work - which had already reduced it significantly. The assumptions are pretty reasonable too: 99.9% 2-qubit fidelities, 1μs logical code cycle time. For context on how fast the gap is closing: • 2012: ~1 billion qubits • 2019: ~170 million qubits • 2025: ~900k qubits • 2026: <100k qubits QLDPC codes are doing the heavy lifting here. They are newer codes with a significantly low spacetime overhead than surface codes. The cryptographically relevant quantum computer isn't some distant theoretical threat anymore. The timeline moved again. And it moved a lot.

$CCCX shareholders approved the Infleqtion merger yesterday - almost no redemptions. The ticker changes to $INFQ next week. Let's look at where it sits. The numbers: - c. 247M shares outstanding (pro forma) - $500M cash on the balance sheet - Market cap: ~$3.3B at current price The quantum landscape: - $IONQ: $11.2B - $QBTS: $7.0B - $RGTI: $4.9B - $INFQ: $3.3B So $INFQ trades at a discount to all three pure-plays. My opinion: Infleqtion has a better quantum computing business than both $RGTI and $QBTS. Neutral atoms are scaling faster than superconducting, and the company is shipping products in quantum sensing. $IONQ has a superior combination of assets and a much bigger team. That premium is earned. Not a recommendation or price target, but if you're looking at the sector and wondering where value sits, you know my opinion.

$ALAB Astera Labs | Investing Now for a Brighter Future: Highlights from ALAB's Dec Q Print and Mar Q Guide; Buy

A name I have been watching (and fundamentally like given their SpaceX and Anduril contracts) is VELO3D ($VELO). I am watching from sidelines until the PIPE overhang clears to start building a position. What is Velo3D? Metal 3D printing company serving defense & space. Customers include SpaceX (5 parts qualified for Raptor engines) and Anduril. Fits the reshoring/defense industrial base narrative perfectly. Stock is up ~120% in 6 months on SpaceX/Anduril hype. The December PIPE On Dec 22, 2025, Velo3D raised $30M via private placement: - 3.6M shares at $8.25/share - 24% discount to market price Company press release called them "fundamental institutional investors" — implying long-term, conviction holders. What the SEC Filing Actually Shows Dug into the S-3 filed Jan 13. The "fundamental" investors are: - Alyeska Master Fund ($20M) — Chicago-based multi-strategy hedge fund - Special Situations Funds ($10M) — Event-driven / special situations funds managed by AWM Investment Company These are not buy-and-hold investors. They do PIPE deals for a living. The Lock-up Trick ✅ Company can't issue new shares for 90 days ✅ Management locked up for 90 days ❌ PIPE investors? Can sell after 30-60 days once registration is effective The S-3 has now gone EFFECTIVE per recent SEC filing (Jan 20th). PIPE investors bought at $8.25, stock hit $22+, and they can now legally sell into the market with 70%+ gains.

Investment Thesis: Frontier Energy Arbitrage ( $PELI / $GLND) ​The merger between Pelican Acquisition Corp and Greenland Exploration/March GL is in its closing phase. As of Jan. 2026, the entity is transitioning to its new identity, Greenland Energy Company, with the ticker $GLND on the NASDAQ. This represents a rare asymmetric play on a world-class Arctic hydrocarbon province. ​1. Asset Scale & Geologic Validation ​The Resource: An independent Sproule ERCE audit (PRMS 2018) identifies 13.03 Billion Barrels (P10) of gross un-risked recoverable prospective oil resources. ​Global Context: The report ranks the Jameson Land Basin as the 13th largest undeveloped oil accumulation globally, identifying 58 distinct prospects across 2 million acres. ​Technical Advantage: Reprocessed 2D seismic data (originally acquired by ARCO) reveals high-quality structural traps and multiple stacked reservoirs that remained unrecognized by 1980s technology. ​2. Regulatory Moat & Operational Status ​The "Grandfather" Clause: While Greenland enacted a ban on new exploration in 2021, $PELI’s licenses (held via White Flame Energy) remain valid and active through a formal government extension ratified in late 2025. ​Operational Readiness: Heavy equipment (including earth-movers and site-preparation tools) has already been delivered to the East Greenland project area. ​Funded Campaign: March GL is funding 100% of the costs for the initial two exploration wells (est. H2 2026) to earn its 70% interest. Halliburton and IPT Well Solutions have been engaged for drilling and project management. ​3. Financial Analysis: The 10x – 20x Arbitrage ​Implied Valuation: Based on the merger terms, the enterprise value (EV) sits at approximately $215M – $337M (depending on post-merger cash). ​Resource Pricing: Investors are currently paying $0.02 – $0.03 per barrel for a verified potential resource. ​The Re-Rating Catalyst: Comparable frontier discoveries (e.g., Namibia or Alaska) typically re-rate to $1.00 – $4.00 per barrel once the petroleum system is proven via a "spud" and initial discovery. Moving from speculative "paper" barrels to proven resources provides the fundamental basis for a 1,000%+ valuation correction. ​4. Strategic & Geopolitical Drivers ​Texas Domestication: PELI has relocated its headquarters to Texas, aligning with US strategic interests in Arctic energy independence. ​Western Energy Security: In a period of heightened tension in the Arctic, $GLND provides the US and its allies a secure, Western-aligned energy hedge against Russian regional dominance. ​Summary of Risk ​This is a strictly binary event. ​Upside: 10x–20x appreciation upon discovery, likely leading to a buyout by a Super-Major. ​Downside: Geologic failure (dry hole) results in a valuation floor at the remaining cash-per-share (likely <$1.50), representing a near-total loss of capital. Curiosity: The ARCO Legacy (1980s) ​Historical Capex: Between 1970 and 1990, Atlantic Richfield (ARCO) invested over $125 million (approx. $275M adjusted for inflation) to evaluate the Jameson Land Basin. ​The "Gift": ARCO conducted extensive mapping and acquired 1,800 km of 2D seismic data. They even built the Constable Point Airfield, which remains the strategic logistical hub for $GLND's upcoming 2026 campaign. ​Why they left: ARCO identified "Super-Giant" potential, but the 1986 oil price collapse (prices fell below $10) made Arctic development impossible at the time. $GLND has inherited ARCO’s entire data vault for a fraction of its cost. ​Enhanced Imaging: By applying modern AI-driven reprocessing to ARCO’s 2D seismic, the company has identified 58 prospects with a high-confidence 13.03 Billion Barrel (P10) resource estimate. MY TAKE You can have all the licenses and political backing you want, but if there is no oil beneath the surface, you are left with nothing but empty hands and a level of hype that evaporates as quickly as gasoline. IMHO. NFA.

the molties are adding captchas to moltbook. you have to click verify 10,000 times in less than one second