Stack Capital (TSX:STCK)

2.3K posts

Stack Capital (TSX:STCK)

@stackcapital

Stack Capital is a growth-equity investment firm focused on late-stage private technology companies. $STCK.TO $STCK.WT

شامل ہوئے Mayıs 2021

1.8K فالونگ1.6K فالوورز

پن کیا گیا ٹویٹ

Stack Capital (TSX:STCK)@stackcapital·5 Mar

Our updated portfolio as at Dec 31, 2025 BVPS - $15.35 💸 New Investments @CrusoeAI - Invested $12.0M USD into the company 🖥️ @xenergynuclear - Invested $5.2M USD in the company 🪫 @databricks added $4.0M USD to the portfolio post quarter end 💻 Highlights SpaceX - completed a tender at $800B valuation 🚀 OpenAI - subsequent to quarter end raised $110B at $730B pre money valuation 📈 NCIB - During the 2025 year, management repurchased $1.6M of stock at an average price of $11.48

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Stack Capital (TSX:STCK)@stackcapital·3h

@Dalytradez 🙌

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Daly🧙🏻‍♂️@Dalytradez·3h

would rather buy $stck @stackcapital

Josh Kale@JoshKale

If you bought into the mini Anthropic IPO last week you're now up 18x 🤯 this is just insane this point - $VCX is now trading at $565 - The fund's actual net asset value is $19 per share - Investors are paying ~30x what the underlying holdings are worth A $650 million portfolio of private companies is being valued by the market at nearly $10 billion. To put the premium in perspective: If you buy one share of VCX at $565, you're getting roughly $19 worth of Anthropic, OpenAI, SpaceX, Databricks, and Anduril. The other $546 is pure demand premium. You are literally paying $546 for the privilege of accessing these companies. And people are lining up to do it. Truly insane scenes

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Stack Capital (TSX:STCK) ری ٹویٹ کیا

The Information@theinformation·7h

First on The Information: SpaceX Aims to File for IPO as Soon as This Week SpaceX is aiming to file for its IPO as soon as this week. Some predict it could raise $75 billion, the biggest U.S. IPO by a wide measure. Read more from @Katie_Roof and @Pauvalida 👇 thein.fo/47Htb3N

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Stack Capital (TSX:STCK)@stackcapital·17h

@FirstSquawk $STCK.TO

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First Squawk@FirstSquawk·20h

SpaceX is reportedly preparing for an IPO filing as early as this week, says The Information.

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Stack Capital (TSX:STCK)@stackcapital·17h

@ItsElanaGold @Katie_Roof Agreed!

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Elana@ItsElanaGold·18h

There's about to be a massive amount of liquidity hitting the market. SpaceX. OpenAI. Anthropic. All going public. Early investors finally get their exits. That money doesn't sit still. It flows right back into the next generation of companies. And those are just getting started.

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Stack Capital (TSX:STCK)@stackcapital·18h

@business $STCK.TO

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Bloomberg@business·19h

SpaceX aims to file a prospectus for an initial public offering as soon as this week, the Information reported, kicking off one of the year’s most-anticipated market debuts. bloomberg.com/news/articles/…

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Stack Capital (TSX:STCK)@stackcapital·18h

@LevinBurant @SpaceInvestor_D $STCK.TO

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The Dude@LevinBurant·19h

@SpaceInvestor_D That would probably mean June debut.

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Space Investor@SpaceInvestor_D·19h

👀

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Stack Capital (TSX:STCK)@stackcapital·18h

@Techmeme @Katie_Roof $STCK.TO

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Techmeme@Techmeme·20h

Source: SpaceX is aiming to file its IPO prospectus with regulators later this week or next week, and could try to raise more than $75B (The Information) theinformation.com/articles/space… #a260324p56" target="_blank" rel="nofollow noopener">techmeme.com/260324/p56#a26… 📥 Send tips! techmeme.com/contact

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Stack Capital (TSX:STCK)@stackcapital·18h

@Kalshi @SawyerMerritt $STCK.TO

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Kalshi@Kalshi·20h

JUST IN: SpaceX reportedly aims to file for IPO as soon as this week

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Stack Capital (TSX:STCK)@stackcapital·1d

@LevinBurant We actually give liquidity! $STCK.TO

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The Dude@LevinBurant·1d

$VCX almost 20 bagger but you can't exit it. 😂🥲

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The Dude@LevinBurant

$VCX post your imaginary gains while under 6-month lockup period.😭😭😭

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Stack Capital (TSX:STCK)@stackcapital·1d

@amitisinvesting $STCK.TO - We can also help with exposure to pre-ipo companies

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amit@amitisinvesting·1d

So people are buying this fund $VCX at these levels to buy Anthropic at a $4.94T valuation…the reported secondaries are going for $600B. I get that people want exposure to these private names but you can buy $AMZN, a real business, and get 15% exposure to Anthropic…

Sam Badawi@Sam_Badawi

$VCX fund that includes 20% of Anthropic, 18% of Databricks, Anduril, and OpenAI is up over 300% in a month. Trading has been halted today! Crazy!

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Stack Capital (TSX:STCK)@stackcapital·1d

@RedwoodMat @CrusoeAI 🙌

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Redwood Materials@RedwoodMat·1d

Last year, we deployed a 12 MW/63 MWh microgrid - the world’s largest second-life battery system - to power @CrusoeAI. Since then, it’s delivered 99.2% uptime. Now, we’re scaling from 4 to 24 Crusoe modular data centers; nearly 7x the original compute capacity. A new model for AI infrastructure: faster to deploy, more flexible, and built on low-cost, reliable energy. redwoodmaterials.com/news/redwood-a…

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Stack Capital (TSX:STCK)@stackcapital·1d

@fundstrat $STCK.TO - Can get this portfolio for a fraction of that mnav

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Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·1d

$VCX mnav now 28X ‼️

Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat

$VCX which has a stake in @OpenAI and @AnthropicAI trades at 25x mnav $ORBS nav is 30% @OpenAI and trades at 1X mnav

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Stack Capital (TSX:STCK)@stackcapital·1d

$STCK.TO - LETS GO @CrusoeAI! 📈

Bloomberg@business

Microsoft has agreed to rent a data center project in Texas that was originally being developed for Oracle and OpenAI, sources say bloomberg.com/news/articles/…

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Stack Capital (TSX:STCK)@stackcapital·1d

@fundstrat @OpenAI @AnthropicAI We at $STCK.TO trade close to $ORBS

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Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·1d

$VCX which has a stake in @OpenAI and @AnthropicAI trades at 25x mnav $ORBS nav is 30% @OpenAI and trades at 1X mnav

ORBS Official (NASDAQ: $ORBS) crypto $WLD@Iamhuman_ORBS

Two ways to own AI LLM @OpenAI in public equities: $VCX 20% anthropic (% NAV) 10% OpenAI P/NAV ➡️25X $ORBS 30% OpenAI 10% MrBeast plus $ETH and $WLD P/NAV ➡️1X What would you rather own? P/NAV 25X or P/NAV 1X The ticker is $ORBS

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Stack Capital (TSX:STCK)@stackcapital·1d

$STCK.TO - Keep it up @CrusoeAI!

Form Energy@FormEnergyInc

Today at #CERAWeek, Form Energy and @CrusoeAI announced a strategic supply agreement to deliver 12 gigawatt-hours of multi-day energy storage systems to support the rapidly growing power needs of AI data centers starting in 2027. The agreement ensures access to Form Energy’s 100-hour iron-air battery technology as Crusoe scales its AI infrastructure, supporting utility growth, insulating ratepayers from cost increases, and strengthening grid reliability. All battery systems will be manufactured at Form Factory 1 in Weirton, WV, supporting American jobs and reinforcing U.S. leadership in advanced energy manufacturing. This builds on Form Energy’s recent announcement with @xcelenergy and @Google to deploy a 30 GWh iron-air battery system supporting a new data center in Minnesota — together highlighting the growing role of multi-day energy storage in unlocking new grid capacity and enabling faster speed-to-power for AI infrastructure. As AI demand continues to grow, partnerships like these will be critical to ensuring the U.S. can lead in the AI–energy nexus. 🔗 Read the full announcement: formenergy.com/form-energy-cr…

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Stack Capital (TSX:STCK)@stackcapital·1d

@business If they're interested in pre-ipo, we are here to help $STCK.TO Our largest position is SpaceX

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Bloomberg@business·1d

A newly listed closed-end fund soared more than 1,200% above its net asset value as investors eager for stakes in IPO-bound companies push the vehicle’s market capitalization far beyond the estimated worth of its holdings bloomberg.com/news/articles/…

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Stack Capital (TSX:STCK)@stackcapital·1d

$STCK.TO - Cybersecurity is going to change #databricks!

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Stack Capital (TSX:STCK)@stackcapital·1d

$STCK.TO - this is big for Databricks!

CNBC@CNBC

Databricks enters cybersecurity market with Lakewatch launch, bulking up ahead of IPO cnbc.com/2026/03/24/dat…

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Stack Capital (TSX:STCK)@stackcapital·1d

@chatgpt21 $STCK.TO - Can check us out if you're more interested in investing closer to NAV

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Chris@chatgpt21·1d

This fund has a 20% exposure rate for anthropic and a 20% exposure rate for open AI and people don’t know how to act… Up 811% in one week😭

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Stack Capital (TSX:STCK)@stackcapital·1d

@LongGameEquity If you want another avenue to get exposure to pre-ipo companies - check us out $STCK.TO

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LongGameEquity@LongGameEquity·2d

My friend bought $VCX PRE-LISTING at $18. It’s now $126. 📈 Up 300% YTD, but his shares are locked for 6 months. 🔒 The dilemma: Sit on a 6x gain and pray the macro holds, or find a way to hedge the downside? What would you do?

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دریافت کریں

@Dalytradez @Katie_Roof @Pauvalida @FirstSquawk @ItsElanaGold @business @LevinBurant @SpaceInvestor_D