MonkeyCap

1.4K posts

MonkeyCap

MonkeyCap

@monkey__Capital

Value investoooooor

เข้าร่วม Mayıs 2022
166 กำลังติดตาม136 ผู้ติดตาม
MonkeyCap รีทวีตแล้ว
✦✦✦ 𝙿𝚊𝚖𝚙𝚑𝚕𝚎𝚝𝚜 ✦✦✦
🚨🇫🇷 BREAKING — Macron Mocks Trump: “Perhaps He Should Not Speak Every Day” He Said the Strait is open — ships were struck trying to transit it. He Said the war would take 4-6 weeks — it’s Day 33 with no end. He Said regime change occurred — Iran has a harder Supreme Leader. He Declared victory 5 times in 13 seconds! — then announced Attacks on Civilian Infrastructure."
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MonkeyCap@monkey__Capital·
@citidad @ASPIsotopes it does if you only care abt your stock price and not delivering isotopes. $ASPI
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x@citidad·
@ASPIsotopes $aspi this is old news. Not that it was actually material at the time. Anonymous MOU is not even worthy of a mention as it’s useless and means nothing.
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aspisotopes
aspisotopes@ASPIsotopes·
ASP Isotopes recently announced the signing of a Memorandum of Understanding by subsidiary Quantum Leap Energy (QLE) with a U.S. energy company, an important step toward enhancing the domestic supply chain for nuclear fuel in the United States. #NASDAQ: $ASPI #technews #nuclear
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MonkeyCap@monkey__Capital·
$NUTX short interest remains very high for a stock with low ADV. I've mapped out shares sold short vs the chart, we've seen 308,645 short shares covered since the low (stock + ~35%). Based on the period's ADV, that is a 4.5% participation rate.
MonkeyCap tweet mediaMonkeyCap tweet media
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SweetLD
SweetLD@eZoomLD·
“Gallatin County taxpayers are on the hook if $BAER doesn’t pay it back pretty much..” This debt obligation has been paid off after the restructuring at the end of 2025 and no longer exists. But judging by your tone…you probably aren’t really interested in hearing that fact. But thought you would like to know!
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Tim Sheehy
Tim Sheehy@TimSheehyMT·
Capitol Police were attempting to remove an unhinged protestor from the Armed Services hearing. He was fighting back. I decided to help out and deescalate the situation. This gentleman came to the Capitol looking for a confrontation, and he got one. I hope he gets the help he needs without causing further violence.
Alan He@alanhe

Senator Sheehy joined Capitol Police in lifting up and ejecting anti war protestor Brian McGinnis from a SASC subcommittee hearing. McGinnis is a Green Party candidate running for Senate in N.C. An antiwar activist filmed the video below:

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Kevin
Kevin@jawnzilla·
$BAER look, please don't overthink this one
Kevin tweet mediaKevin tweet mediaKevin tweet mediaKevin tweet media
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MonkeyCap@monkey__Capital·
@TripleC50 @DonaldJTrumpJr @TimSheehyMT True, a lot of is down to the type of contracts they started getting in 2024. The company was shifting to profitability around that time when he left. But the new CEO deserves credit also.
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Donald Trump Jr.
Donald Trump Jr.@DonaldJTrumpJr·
Good for @TimSheehyMT for fighting back against the BS from the lying New York Times!
Tim Sheehy@TimSheehyMT

I stepped down from Bridger Aerospace (BAER) - the aerial firefighting company I founded - to run my Senate campaign. That was nearly two years ago. I have had no management role with the company since then. Inexplicably, Democrats and the liberal media continue to attack a great company serving its community. Bridger's sole mission is to battle wildfires that threaten homes, communities, and lives across the West. So while fires burn across the country, they attack a company doing good work in their community.  This isn’t a social media company rotting the brains of our youth or a meme coin; this is airplanes flying at tree-top level, piloted and maintained by hardworking, blue-collar employees, many of them veterans, putting their lives on the line to save the lives of strangers.  I didn’t sit in the office and drink martinis. I led from the front. Just as I did in the military, I took every risk my employees did. I flew air attack, surveillance, and waterbombers myself, on hundreds of missions around the country.  Aerial firefighting is one of the deadliest jobs in the world, which I know all too well having lost friends and barely surviving a crash. It appears the NYT would like cities around the country to burn down, because it's clear they don't care about the people affected. During my campaign, we saw a pattern: coordinated attempts at fake investigations, short-selling pressure on the stock, and one-sided hit pieces. This was Democrat-orchestrated stock manipulation and fraud. Criminal activity. All aimed at a company that deploys cutting-edge tech and skilled crews to suppress fires faster and more effectively. Why? Because its founder was a Republican running for office. Even now, as a sitting senator who stepped down from the company, the attacks persist. The latest example: an inquiry from New York Times reporter @ByMikeBaker. My team received questions implying the company is "struggling" or in distress despite record revenue yet again. We're publishing our full, detailed responses here because experience shows NYT often omits context to fit a false narrative. The truth is the NYT is no longer attacking me. They are out to hurt the hardworking employees of Bridger Aerospace who are all stockholders. Shame on you, NYT. Although, we shouldn’t be surprised since you are also defending a murderous terrorist regime. The claim of a "struggling" company is detached from reality. In truth, the only struggles the company ever had began in 2023 when Democrats and the media began their coordinated assault on an American success story. They tried to kill the company, and they failed. I’ve included the actual revenue trend - clear, sustained growth. This isn't spin - it's public financials. Revenue for the company has and continues to climb.  From $400 in 2014 looking for missing cattle to $120+ million in 2025, the team fought through COVID, record Biden inflation, the record housing cost increase in MT, the entire media and government trying to kill it, and much more. Yet still, this amazing team survives and thrives. The real story: Bridger employs hardworking aerial firefighters who wake up every day ready to protect communities from devastating blazes. They deserve respect, not smears from fake journalists who have never owned a business, never run a business, and most certainly never risked their lives to protect others. If the goal is to weaken a proven wildfire-fighting company during an era of increasing fire risk, that's dangerous for Montana and the West. We need more innovation and capability in this space, not less.

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MonkeyCap@monkey__Capital·
@jawnzilla yeah I don't like both haha, and their stocks aren't really connected to fundamentals.
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Kevin
Kevin@jawnzilla·
@monkey__Capital Counterpoint: Elon Musk and Alex Karp have done it quite a bit in past.
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Kevin
Kevin@jawnzilla·
$BAER contracts about to go brrrrrrrr
Tim Sheehy@TimSheehyMT

I stepped down from Bridger Aerospace (BAER) - the aerial firefighting company I founded - to run my Senate campaign. That was nearly two years ago. I have had no management role with the company since then. Inexplicably, Democrats and the liberal media continue to attack a great company serving its community. Bridger's sole mission is to battle wildfires that threaten homes, communities, and lives across the West. So while fires burn across the country, they attack a company doing good work in their community.  This isn’t a social media company rotting the brains of our youth or a meme coin; this is airplanes flying at tree-top level, piloted and maintained by hardworking, blue-collar employees, many of them veterans, putting their lives on the line to save the lives of strangers.  I didn’t sit in the office and drink martinis. I led from the front. Just as I did in the military, I took every risk my employees did. I flew air attack, surveillance, and waterbombers myself, on hundreds of missions around the country.  Aerial firefighting is one of the deadliest jobs in the world, which I know all too well having lost friends and barely surviving a crash. It appears the NYT would like cities around the country to burn down, because it's clear they don't care about the people affected. During my campaign, we saw a pattern: coordinated attempts at fake investigations, short-selling pressure on the stock, and one-sided hit pieces. This was Democrat-orchestrated stock manipulation and fraud. Criminal activity. All aimed at a company that deploys cutting-edge tech and skilled crews to suppress fires faster and more effectively. Why? Because its founder was a Republican running for office. Even now, as a sitting senator who stepped down from the company, the attacks persist. The latest example: an inquiry from New York Times reporter @ByMikeBaker. My team received questions implying the company is "struggling" or in distress despite record revenue yet again. We're publishing our full, detailed responses here because experience shows NYT often omits context to fit a false narrative. The truth is the NYT is no longer attacking me. They are out to hurt the hardworking employees of Bridger Aerospace who are all stockholders. Shame on you, NYT. Although, we shouldn’t be surprised since you are also defending a murderous terrorist regime. The claim of a "struggling" company is detached from reality. In truth, the only struggles the company ever had began in 2023 when Democrats and the media began their coordinated assault on an American success story. They tried to kill the company, and they failed. I’ve included the actual revenue trend - clear, sustained growth. This isn't spin - it's public financials. Revenue for the company has and continues to climb.  From $400 in 2014 looking for missing cattle to $120+ million in 2025, the team fought through COVID, record Biden inflation, the record housing cost increase in MT, the entire media and government trying to kill it, and much more. Yet still, this amazing team survives and thrives. The real story: Bridger employs hardworking aerial firefighters who wake up every day ready to protect communities from devastating blazes. They deserve respect, not smears from fake journalists who have never owned a business, never run a business, and most certainly never risked their lives to protect others. If the goal is to weaken a proven wildfire-fighting company during an era of increasing fire risk, that's dangerous for Montana and the West. We need more innovation and capability in this space, not less.

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Antoine Moyroud 🇫🇷
Antoine Moyroud 🇫🇷@antoine_moyroud·
Maybe we’re over-attributing layoffs to AI? Twitter kept operating after huge cuts. Block is now cutting around 40% of staff. Feels more like some teams were perhaps overbuilt during the COVID period back when companies were hiring aggressively? Amazon looks similar. They also have an AI narrative to their layoffs but they also implemented strict return-to-office policies with the aim to drive natural churn and fewer backfills 🤷‍♂️ To some extent, framing this as an AI story is also a narrative the market likes to hear right now. AI is surely A factor, but it feels like only one layer of what’s going on.
Antoine Moyroud 🇫🇷 tweet media
jack@jack

we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack

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Ed Gaines
Ed Gaines@EdGainesIII·
1/The nonpartisan GAO analyzed the #NoSurprisesAct impact on in network reimbursements for the period ‘19 (the NSA was signed in late ‘20 and effective on 1/1/22) thru ‘23: radiology pro fee payments declined over -9% & emergency medicine declined >20%. radiologybusiness.com/topics/healthc…
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Respectful Memes
Respectful Memes@RespectfulMemes·
Respectful Memes tweet media
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MonkeyCap@monkey__Capital·
when is $ASPI going to deliver commercial quantities SIlicon-28 ?
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MonkeyCap@monkey__Capital·
@RodriGo_ethe Europe has not stopped importing Russian gas.
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Steve
Steve@StevenShadduck·
$GASS Barclays 13g yesterday dropped from 5.81% to 4.36% beneficial owner. Reduction of around 500k shares. Stock has appreciated $6.75 -> $8.11 since the December buy below, rates remain strong, thesis unchanged going into Q4 earnings (coming by end of month). Holding.
Steve@StevenShadduck

$GASS Paid off $86m in debt in '25 Q1-3. Net cash $70m. EV 180m. $21m buyback remaining - only retired $1.8m YTD. 32% insider ownership. 46% of fleet days contracted for '26. Vessels all built ex-china. Majority 3000-8000 cbm with more stable rates. Started a 2% position.

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MonkeyCap@monkey__Capital·
@variance_swap I don't know the company, so hard for me to tell. I tend to ignore SBC when calculating FcF, especially when its high.
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Monolith Investments
Monolith Investments@variance_swap·
These numbers are pretty nuts for $NOW. Assume a growth slowdown and perp growth rate of only 3%, spend $500mm per year on acquisitions... still hard to get a DCF value much below $150 / share
Monolith Investments tweet media
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