Felt a bit lonely being the only one on FinX without a position in $NBIS. Was hoping for a post-earnings dip, but the stock had other plans.
Today finally gave me an entry.
Long $NBIS.
Didn’t plan to become a $SPCX investor this early.
Everyone said the lockups would trigger immense selling. Better to wait until December.
Then the first lockup came. And the selling didn’t.
With “never bet against Elon Musk” echoing somewhere in the back of my head, I started
$HYLN Q2 was stronger than I expected.
Revenue: $4.9M vs ~$2.4M expected
FY26 revenue guide raised to ~$15M
Cash burn outlook cut to $30–35M from ~$50M
Year-end cash now seen at $115–120M
The obvious negative is that full KARNO commercialization moves into 2027.
But the rest
The main question going into $CLSK Q3 was whether the AI pivot is real, and whether CleanSpark can finance it without blowing up the cap table.
After the call, we have a much clearer answer.
Sandersville is now a real 175 MW data center project with a 20-year triple-net lease,
I started building a position in $SPCX yesterday.
Everyone knew the first lockup was coming. Up to 912 million shares became eligible for sale, increasing the tradable float by roughly 140%. A sell-off was the obvious risk, but then the stock showed strength, and that made me
Here are some thoughts I shared with a friend who is eager to buy $SPCX as a long-term investment.
Today, up to 912 million insider shares become eligible for sale, increasing the tradable float by roughly 140%.
That does not mean 912 million shares will be sold. But it
