$1,000 follows their calls into $857
platochi@platochiSpent the weekend learning more $HYPE & Hyperliquid strategies $PURR & I started actively questioning the PURR gamma squeeze thesis. While researching, I became more convinced that the best exposure to Hyperliquid is to buy $HYPE rather than ETFs or DATs. I'm still learning
platochi@platochiFull porting $SIVEF based on Serenity's deep analysis
Serenity@aleabitoredditwow the mythical golden egg dragon candle was spotted over the $SIVEF chart. Something big is coming...
platochi@platochiThe $1B convertible senior notes offering by $ASTS is less than ideal. The space sector was in a precarious place since the $SPCX IPO. Now, after a 50% drawdown, announcing dilution is poor timing. Worse is the mutual trust and understanding between management & shareholders is
Retail Mourinho@retail_mourinho$ASTS my 2 cents The endless dilution and repeated guidance misses by management do not paint a good picture of the company. Even though I like the long-term thesis, management could become a thesis breaker for me. Scott Wisniewski said the company is “fully funded for 100
platochi@platochiGenuinely think the semis/memory/neocloud to SaaS & fintech rotation for July started w/ today's $HOOD event The $HOOD github leak was real and tokenized stocks & perp futures are here The most asymmetric setup is $PURR / $HYPE imo.
amit@amitisinvesting$HOOD ROBINHOOD WORLD IS FLAT EVENT ANNOUNCEMENTS: - 1M+ funded customers outside the US - Launching Robinhood Crypto in the UK - Maker orders for Crypto launching for US customers - Robinhood Crypto officially launching in Canada with 0% trading fees for 90 days - Granted
platochi@platochiThis really aged like fine wine. Predicted that $CIFR or $WULF would partner with Anthropic in April by mapping their partnership structure through Fluidstack. A little late to break the news but $WULF ultimately got a 20yr contract. Nice to see this thesis play out!
platochi@platochi$CIFR / $WULF x Anthropic Partnership Thesis via FluidStack Data centers are now a national issue with the WH stepping in to restrict Mythos usage to additional companies based on compute limitation concerns & I expect Anthropic to cut a deal with $CIFR / $WULF to meet new
