mmph Delta lookin thicc
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On Semiconductor

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The market has struggled to evaluate BTBT because its strategic narrative has shifted substantially, and past financials and profits are not telling the story of where they’re headed. • they have abandoned BTC mining, which is no longer profitable with the rising energy costs and BTC mining rewards constantly being halved over time • they own 70–80% of WYFI, an AI HPC which recently IPOed and is being carved out (WYFI is up 23% this past week) • BTBT is very clear that their sole goal now is to become a leading ethereum treasury, and they plan on divesting WYFI over time to make opportunistic ETH accumulation minimizing potential share dilution • you need to be bullish and long on the macro case for ETH to really appreciate the BTBT opportunity beyond a simple discount to nav play • with the Genius Act, there’s regulatory clarity on stable coin, and there’s a clear movement and institutional alignment in the broader financial systems to integrate tokenization and stable coin, and this is mostly being built on ETH rails as a settlement layer • ETH is rapidly evolving into a store of value narrative similar to gold, and in recent years, bitcoin In my opinion, ETH treasuries like BTBT (especially if you can get it at a discount like right now as retail investors sleep on this one) are the best risk-adjusted bet for asymmetric returns in the long run. Risks include execution, governance, crypto volatility, and broader black swan events.
That is why I went long LDI. It's a nice little hedge to my open short. It was on the same peoples radars and has very similar conditions. If I was wrong on OPEN then LDI is a great long. DYOR
RKLB pumping, gonna probably get assigned on my shared but my calls will print so IDNGAF. Let’s go!🚀🚀🚀
A lot of people got 2 shares on SOFI. Something's definitely off. Mr Noto probably took most of it
People selling OPEN to buy TLSA... wtf is going on ?!?
Fucked up these last 2 days but I’m still green on the month and all my bills are paid so that’s cool right?
https://preview.redd.it/eldk9uk9brof1.jpeg?width=1179&format=pjpg&auto=webp&s=7adfcb24dfee06d330b572468cbb5af460c4af04 Decided to yolo on this today. Bought 2201 shares at 18.43 per share
find some data to back it up, the interviewer could just be fluffing up the company to get you to take the job. eg. trading on an increase of job listings posted is completely acceptable.
Load up on outs then. Sounds simple.
-17% already on KLAR, how cooked am I? 😞
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