@jakeallen3 Avatar @jakeallen3 Jake Allen

Jake Allen posts on X about growth, $iren, business, $maps the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 33.33% stocks 32.38% cryptocurrencies 16.19% technology brands 12.38% social networks 1.9% currencies 0.95% financial services 0.95% countries 0.95% celebrities 0.95% musicians 0.95%

Social topic influence growth 10.48%, $iren 9.52%, business 7.62%, $maps 6.67%, $stub 6.67%, $dher 5.71%, ai 5.71%, bitcoin 3.81%, ceo 3.81%, share 3.81%

Top accounts mentioned or mentioned by @tedhzhang @jindacaninvest @jackson_jo96163 @tgordon67 @hypertechinvest @seanjames @taobanker @telehinvesting @troyjfar @cupofcoffeecap @jason @autumncapital @princetonheavy @litigiousdulce @jaslefebvre @umbisam @sfarringtonbkc @chamath @seawolfcap @vd718

Top assets mentioned Iris Energy Limited (IREN) MAPS (MAPS) StubHub Holdings, Inc. (STUB) Bitcoin (BTC) Grab Holdings Limited Class A Ordinary Shares (GRAB) DigitalOcean Holdings, Inc. (DOCN) WEX (WEX) Marvell Technology Inc (MRVL) UnitedHealth Group (UNH) Centene Corp (CNC) Coeur Mining, Inc. (CDE) Advanced Micro Devices (AMD) Live Nation Entertainment, Inc. (LYV) Alphabet Inc Class A (GOOGL) Core Scientific, Inc. Common Stock (CORZ) DoorDash Inc. (DASH) Microsoft Corp. (MSFT) Wise (WISE) ArcelorMittal (MT) CoreWeave, Inc (CRWV) Metadium (META) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last [--] hours

"🤝 send volume retention charts are beautiful. The return on CAC is an absolute money printer assuming retention curves donmt rapidly degrade I dont think market is concerned with $WISE specifically. The broader fear is that as neobanks and wallets take share digital remittance becomes a commoditized loss-leader / break-even for retention. If cash payout network and regulatory moat eventually fade as local banks modernize it becomes no different than $WU with durability driven by brand / convenience. If you cant put a terminal multiple on pure transfer they must successfully invest to emerge"
X Link 2026-02-09T05:38Z [----] followers, [---] engagements

"Added to $IREN at [----] today heres why: They did 35M hardware profit from BTC mining in March with 30.3EH [--] EH installed within a few months / [----] EH * 35M = 60M monthly gross profit 720M annualized + 26M current GPU leasing + 50M Horizon lease = 800M gross profit - 50M SG&A 750M fwd EBITDA at current Bitcoin prices - will be reinvested into building out / retrofitting data centers with high returns on equity Depreciation is their biggest expense (310M) but allows them to tax-efficiently reinvest and their miners are basically new will not need to be replaced for [--] years Assets at EOY 910MW"
X Link 2025-04-15T21:51Z [----] followers, 46.3K engagements

"Anyone watching $MAPS - Management Buyout Imminent Round II CFO (Susan Echard) just moved to a full-time role. Performance grants vest automatically upon a change in control unless the acquiring entity is 15% owned by the current CEO. Two new independent directors were appointed this week. Brent Cox: Founder of Subtext/Inception financier specializing in cannabis. Spent [--] years at Yucaipa (Ron Burkles firm) complex leveraged buyouts of distressed retail. Famously sued the MedMen founders for self-dealing. Leveraged Finance background Harry DeMott: Partner / Co-Founder at Raptor Ventures (Jim"
X Link 2026-02-06T17:49Z [----] followers, [----] engagements

"$STUB is trading at 7x EV/2026 EBITDA on the lowest sell-side estimate and 3x [----] consensus. Estimated 30%+ growth 40% incremental margins and 120% EBITDA/FCF conversion through [----]. We only need them to hit half of sell-side Down 56% from a 20x oversubscribed IPO five months ago. Investors panicked over withheld Q4 guidance and temporary headwinds: [----] FCF hit by vendor payment timing 8-10% revenue hit from all-in pricing regulations in Q3 and lapping Taylor Swift (where StubHub sold 60% of resale volume). The market thinks ramping of investment is irrational given no apparent"
X Link 2026-02-11T19:38Z [----] followers, [----] engagements

"Oh by the way earning 40% plus returns on equity despite while extremely overcapitalized in a trough of a sector where their customers and competitors are dying. If rescheduling goes through their customers go from paying 75-80% tax rates to 22-25% and brands can then deduct marketing. 43% market share paying 95%+ free lsitings 170M rev vs 35B total legal sales. Currently everyone is taxed on gross profit and cannabis investors do not realize dispensaries have to have 75%+ GMs to survive because the vertically integrated pubcos can turn SG&A into COGS. 3x EV to FCF 2x EV/EBITDA SBC minimal."
X Link 2026-02-13T20:06Z [----] followers, [--] engagements

"@Jason You probably know this but Justin Kans podcast is pretty new https://youtube.com/channel/UCfRtwc6K_VU9N4OjNnU2P7g https://youtube.com/channel/UCfRtwc6K_VU9N4OjNnU2P7g"
X Link 2021-07-08T20:07Z [----] followers, [--] engagements

"@AutumnCapital Check out $CNC fwd PE near [--] higher growth than $UNH buying back around 10% of SO annually. Risk is large scale medicare / medicaid cuts. Pay out way higher % of claims than $UNH pretty good brand mgmt"
X Link 2025-05-13T15:48Z [----] followers, [---] engagements

"@princetonheavy @litigious_dulce @jas_lefebvre GLXY spent 11M/MW and got 2M EBITDA/MW. They hire everything out and data center developers charge a huge premium rn so IREN buildout costs should be meaningfully cheaper"
X Link 2025-05-17T20:41Z [----] followers, [---] engagements

"Looking to size up some new positions after selling $LFMD $CDE $BCBN $TTEC. Now overly concentrated in $IREN $GLASF $MT. Best ideas below % is modeled median IRR over 3/5 years $BOL.PA: 37.5% - stable family ran great capital allocation cheap due to cross share holding complexity. BMO sees 420% upside for Bollor. David Rosen sees 200-600% upside for $VIV.PA which Im not as familiar with and will check out $VTY.L: 33.75% - lots of upside with limited downside. partnership building model historically earned 40% ROCE. Government policy switching from headwind to tailwind $TEVA: 19.5% - Drucks"
X Link 2025-05-27T00:00Z [----] followers, [----] engagements

"@HyperTechInvest @Sean__James Obviously thats why I said adjusted which many many companies use to illustrate the underlying cash generative ability of the business The growth capex isnt just lighting $ on fire you need to distinguish from maintenance and growth in a rapid growth company like this"
X Link 2025-06-28T18:09Z [----] followers, [---] engagements

"@Umbisam Long $IREN short $CRWV 😂"
X Link 2025-07-07T03:43Z [----] followers, [---] engagements

"@TedHZhang Pretty sure its the episode on Norges Bank podcast In Good Company. Great listen"
X Link 2025-10-20T19:06Z [----] followers, [---] engagements

"DHERs Foodpanda plotting comeback 😈😂 you gotta check Delivery Hero out $DHER 0.4x [----] sales 19% revenue growth MRQ 7.5x [----] aEBITDA - SBC 12.2B GMV MRQ ($64B GMV in 2026) 0.13x GMV $GRAB 5.7x [----] sales 22% revenue growth MRQ 49x [----] aEBITDA - SBC $5.8B GMV MRQ ($26B GMV in 2026) 0.90x GMV Some notes I had: Grab drove 5.5% incremental EBITDA margins on GMV this year and consensus expects 7% in [----]. DHER drove 30% incremental margins on GMV this year suggesting much more room to improve monetization as 50% of their GMV is from companies where they havent focused on profitability."
X Link 2025-12-24T22:01Z [----] followers, [---] engagements

"$MAPS customers - only legal regulated dispensaries - were dying. Vast majority unprofitable losing share to hemp and illicit If rescheduling happens MAPS customer's profitability 3x's+ overnight just on tax-savings before 60% of competitors (hemp) go away in November. And it's 60% that are the highest-margin fastest-growing structurally advantaged most abundant (no fixed opex capex just sell in smoke shops / gas stations) You just don't have that kind of regulatory change + supply shock without advertising leader benefiting. It is bewildering how it's down vs $MSOS has held up very strong"
X Link 2026-01-14T02:23Z [----] followers, [---] engagements

"Maybe to get a better deal or got wind the board or shareholders would reject it Shades of grey. Why wait until they have 62M of cash to make an offer sandbag EBITDA guidance. Imply $MAPS faces significant risk and needs investment flexibility even though we have no use for 63M cash. They could buyback 100% of ADV for [---] days without touching FCF - if they wanted the stock to be up it would be Its classic retrading. Use high-vote control (plus TRA poison pill) to block other bidders. Were rolling 100% but its too risky for you. Cap upside at [----] well below CEO options at $3-5 withdraw offer"
X Link 2026-01-14T05:48Z [----] followers, [---] engagements

"Closed most of my $DOCN +125% in [--] months Love the management brand product - have no doubt they beat growth consensus this year. Extremely impressive turnaround speed but valuation getting extended with SBC still at 50% of FCF and see better opportunities like $STUB Looking at starting a new position in $DOCN $AMD just partnered with them to exclusively run their AI Developer Cloud. They only have 3-5% of revenues related to AI but thats growing at 160% yoy Earnings grown pretty consistently at 30% CAGR over past [--] years. Trading at https://t.co/0dtu4mgkvP Looking at starting a new position"
X Link 2026-01-26T19:18Z [----] followers, [----] engagements

"@SFarringtonBKC $STUB $MAPS"
X Link 2026-01-29T17:51Z [----] followers, [---] engagements

"Top Pick for [----] 🧵 StubHub $STUB: The Broken IPO of a Global Duopoly StubHub is a global duopoly asset trading at a distressed multiple because of accounting noise a temporary growth lull and post-IPO chaos. The market is pricing it in-line with declining Vivid Seats when it is actually consolidating its competitors out of existence and stands as the sole player with the potential to create a unified dominant global live-events platform. The setup: Eric Baker founded StubHub in [----] was ousted started Viagogo and in February [----] was able purchase StubHub from eBayreuniting with his"
X Link 2026-02-04T21:02Z [----] followers, [---] engagements

"$STUB: Dominant capital-light marketplace priced like dying Vivid $SEAT Catalysts: World Cup DOJ vs $LYV primary market entry continued market share gains driven by scale unit-economic dominance relative to peers. Full draft memo below 👇 Interested in feedback and counter-arguments especially from those familiar with $LYV $SEAT $EVD https://docs.google.com/document/d/1fWw9hRcYi3phQOZI3QWR-flnFY3eQZs22WnscRGuHdg/editusp=drivesde https://docs.google.com/document/d/1fWw9hRcYi3phQOZI3QWR-flnFY3eQZs22WnscRGuHdg/editusp=drivesde"
X Link 2026-02-06T03:00Z [----] followers, [----] engagements

"Schrdingers Trainium 📦🐈 Nobody actually knows the split so it exists as 100% Alchip and 100% Marvell Collapses when you back into implied Trainium CapEx and compare it to AIChips most bullish revenue forecast (I think Marvell will capture about 70% of the revenue. Alchip seems to have won the main T3 die with thinner service margins. Marvell the higher volume inference T3 Lite and probably the connectivity layer for T3) https://twitter.com/i/web/status/2019613531293864305 https://twitter.com/i/web/status/2019613531293864305"
X Link 2026-02-06T03:26Z [----] followers, [---] engagements

"Your understanding and what I said arent mutually exclusive. I think its implicit that all-in pricing change contributed at least in part to decision to lower take-rates in [----] to help improve growth given the hit to revenue. Others are struggling at 22.1% Vivid 24% TicketMaster 32% SeatGeek and price-comparing is now much easier. Voluntarily subsidizing to take market share"
X Link 2026-02-07T20:50Z [----] followers, [--] engagements

"@JindaCanInvest https://ir.weedmaps.com/static-files/fba91ca7-be10-46e5-bb43-1198c6041e4e https://ir.weedmaps.com/static-files/fba91ca7-be10-46e5-bb43-1198c6041e4e"
X Link 2026-02-07T21:20Z [----] followers, [---] engagements

"Thanks Ill check it out. Agree $SEAT is dead. Theyre hitting 6x net debt to ebitda on -30% volume despite a LfL (adj. for take take) 12.5x ROAS vs StubHub expanding margins at 9.5x. Direct traffic & app advantage for SH is immense and scale is insurmountable imo. Vivid relied on drip pricing much more and also hurt SH brand as they were forced to drip price to stay competive on new user CAC I see Seatgeek resale as structurally challenged too and believe TM resale will not grow from here Yeah agree thesis is overcomplicated wanted to address misunderstandings in the durability of resale. Many"
X Link 2026-02-07T23:06Z [----] followers, [---] engagements

"@taobanker $STUB 😂"
X Link 2026-02-08T07:28Z [----] followers, [--] engagements

"@JindaCanInvest Francis trying to buy it out again cant have his CFO incentivized to leave (with the accellerated comp) in middle of a complex levered buyout. Not related to self dealing"
X Link 2026-02-09T06:13Z [----] followers, [--] engagements

"@TeleHInvesting Are these LFMD #s"
X Link 2026-02-10T17:33Z [----] followers, [---] engagements

"@TeleHInvesting No youre clear 😂 read it as monthly of course theyre not doing that many Google searches for lifemd back at ATH"
X Link 2026-02-10T18:03Z [----] followers, [--] engagements

"@TroyJFar $LFMD another potential candidate Very curious what scale Ro is at. Very few scaled players who can market nationwide best cash pay rates + dr availability / oversight + insurance"
X Link 2026-02-11T22:32Z [----] followers, [---] engagements

"Check this out half the growth but valuee and margin expansion $DHER 63B GMV [--] 10B EV 1.9% aEBITDA margin 215M SBC 9.5x EV/EBITDA-SBC [--] $10B EV 10% rev growth mid term $GRAB $16.6B GMV [--] $12.5B EV 240M SBC 2.8% aEBITDA margin 20% rev growth mid term Rumours are JPM is shopping DHERs Korea biz (33% of revenue) for 4.9B-5.6B (10x op profit) Would leave them at 5B EV on 42B in GMV still at a scale and market share only rivaled by $UBER $DASH. Outside of Korea theyve grown 20% for years despite some quite unfortunate circumstances (Coupang spent billions to attack their Korea business Spain /"
X Link 2026-02-12T04:39Z [----] followers, [---] engagements

"@chamath Funny how $META potentially has made more money with newer $NVDA GPUs than the rest of the field combined. Hard to explain their avg price per ad growth otherwise"
X Link 2026-02-12T06:50Z [----] followers, [----] engagements

"How to snapchat on school wifi"
X Link 2016-04-22T14:17Z [----] followers, [--] engagements

"$CDE 2B fwd revenue if gold falls 10% & silver stays at current levels and they meet cost & production guidance again - 440M gold mining costs 1100/oz - 360M silver mining costs 18/oz - 140M sustaining capex - 60M growth capex - 70M growth capex amortized - 45M G&A - 27M interest (535M debt at 5.125%) 858M EBDTA - 75M depreciation & amortization - 200M taxes 590M rough earnings 6.2x PE large discount to sector average 130M growth investments (12% trailing ROIC) @Seawolfcap @VD718 is this back of napkin math reasonable"
X Link 2025-04-22T18:07Z [----] followers, [----] engagements

"Nobody should care about IR 😂 its always a bad sign when management is super involved communicating to the market Stock stays low we dont get diluted and get to buy more. As long as AI demand holds the value creation is inevitable. The only benefit of a higher market cap could be showing more capital to help get a large deal done"
X Link 2025-04-24T20:45Z [----] followers, [----] engagements

"There are plenty of examples Enron Nikola etc. This is a principal Ive taken from Tom Gayner too much IR is a red flag Putting effort into communicating with the often irrational market can take away from focus on the business and if they get too wrapped up in what the vocal shareholders want it may not be helpful to long-term value creation probably especially in this sector dominated by retail speculators I think IREN has done a fine job with IR they announce goals they can meet give a monthly update and outline their strategy on a site-by-site basis. They may have even over-communicated"
X Link 2025-04-25T00:23Z [----] followers, [---] engagements

"Im not saying overcommunicating is causal its just a red flag that the substance (future cash flows) is lacking. Theyve done plenty of podcasts and been pretty open about strategies Being well known to retail wont move the needle on a 2GW deal. Theyve never done a large lease so throwing models out there is premature. EQIX would have the deal done because of their ops and history of 100s of closed deals not because they communicate with retail well. Anyway the sites not energized till April so idk why so many make this a big deal Theyve done accretive dilution in the past but if their mining"
X Link 2025-04-25T18:41Z [----] followers, [---] engagements

"This is exactly what Im saying - they shouldve never mentioned a deal before Horizon an example where too much communication backfired. This is young company in the quickest changing sector probably ever they cant and shouldnt be expected to map out everything clearly They switched from distributions because they were planning to sell Sweetwater now they have to prep it and build Horizon which is reasonable and completely changed their capital reqs. Its plausible after Horizon because theyve proven they can build at massive scale quickly control costs and they have the scarcest asset in the"
X Link 2025-04-26T02:11Z [----] followers, [---] engagements

"Doing more work on $VTY.L Trading update today - sales rate picked up greatly strength in open market sales & PRS but partners waiting for affordable homes program. Guided for increase in profits relative to [----] with similar total sales compared to [----] Morgan Stanley Estimate 10x PE 2025e 8x PE 2026e 6.8x PE 2027e Near-Term Price Targets Bear [---] - 9% downside Base [---] - 19% upside Bull [----] - 97% upside [----] Price Targets (14% CoE) Bear [---] - 13% IRR Base [----] - 29% IRR Bull [----] - 52% IRR Base case expects margins to be similar to [----]. Unless they have another large cost-overrun which"
X Link 2025-05-15T01:02Z [----] followers, [----] engagements

"Theyll be back under BV soon not from lower stock price but from cash flows & reinvesting. Soon 200M+ earnings run-rate roughly 500M in reinvestment yearly when you add back depreciation. 300-350M Horizon will be worth 500M+ though not sure if theyll account it at market value Im sure theyre under market BV. Sweetwater Childress are accounted at cost when you take Cushman Wakefields average price per acre for powered land 1.6M * (1800 Sweetwater + [---] Childress) = 3.55B but Cushman also says sites with cheap energy scale renewable time to energization earn a premium. Potentially worth up to"
X Link 2025-05-15T16:14Z [----] followers, [---] engagements

"@long_equity Overhang from private equity seller pressuring sp. SBC (15% of rev guiding towards high single digit) China write-down heavy R&D make NI super volatile. Great business Druckenmiller also bought only around 2% position. If he sizes up so will I"
X Link 2025-05-29T21:15Z [----] followers, [---] engagements

"@AKWilk $BOL.PA"
X Link 2025-06-01T00:53Z [----] followers, [---] engagements

"Rough thesis on new position $WEX a fleet mgmt corporate payments and health savings business. Took starter position this week around $131. Would love to hear some pushback or see if Im missing something 8x fwd adjusted EPS 4.75x EV/EBITDA TTM Basically WEX is down because of 1) lower gas prices and 2) the market is misperceiving them as a business without pricing power and growth viewing CPAYs higher ROIC as WEX underperforming. In reality WEX management has been focused on taking market share prioritizing customer acquisition & growth over short-term profitability. This is rational as they"
X Link 2025-06-05T18:33Z [----] followers, [----] engagements

"If it does go through 20% added tax on 50% US take earnings down rough 10%. [----] consensus [--] turns into [----] - 7.13x FWD PE cheaper than a week ago. Now at roughly BV. What if they can pass half of it through to the litigation sellers find tax loopholes or if the bill only raise taxes 10% in the end Could have down 5% but price down 15%. Everyone who does US litigation funding will be hurt and most dont have the operating scale of Burford"
X Link 2025-06-17T19:59Z [----] followers, [----] engagements

"Looking at starting a new position in $DOCN $AMD just partnered with them to exclusively run their AI Developer Cloud. They only have 3-5% of revenues related to AI but thats growing at 160% yoy Earnings grown pretty consistently at 30% CAGR over past [--] years. Trading at 2.5x FWD sales (vs 7x for comparables) & 8.5x FWD EV / aEBITDA. EV / GP / Growth = .40 FWD vs 0.88x software average For every $1 of CAC they earn $2.2 of new ARR up from $1.4 last year - in top [--] of public software companies companies. Their margins are very strong causing payback periods [--] months and organic net dollar"
X Link 2025-06-18T00:40Z [----] followers, [----] engagements

"No I love it. Havent found anyone in my network to discuss $DOCN with - probably a good sign under followed What gives me confidence is growth in large customers consistently accelerating crazy discount to peers and the investment day with the CTO CEO CRO is really impressive. New product innovation is great but more importantly some obvious stuff previous mgmt. neglected & addressing all churn reasons. Their SMB funnel is world class net dollar churn now 0%. Now theyre gonna focus on migrating enterprise customers seems to be working. Said theyve lost a lot of business due to not having"
X Link 2025-06-18T16:43Z [----] followers, [---] engagements

"I did an updated $IREN VALUATION last night trying to get comfortable holding after 100% gain To get bullish with IREN all one has to do is take a view on monetization of energy & land portfolio. Time to power is one of the most important pieces of the story. If the hyperscalars have [--] years to get to GW scale they can build their own energy. Oracle searching for [--] 1GW+ sites ready in early [----] - who else has this CBRE new update yesterday shows data center rents are very strong Mining Business 650M 550M 450M 300M If bitcoin does well or network difficulty stays constrained this can be much"
X Link 2025-06-26T23:49Z [----] followers, 49.2K engagements

"Note: While I subtracted the value of the AI DC from CORZ EV that may not fully account for the value-accretion to CRWV for no longer having lease payments as they are paying CORZ more than the DC is worth over time. Though much of that was made up for with the reduced capital-intensity that will be negated if they acquire CORZ"
X Link 2025-06-27T02:19Z [----] followers, [----] engagements

"450M of that is growth capex subtract the 107M in share issuance and you get to 100M in adjusted FCF and their avg EH for the quarter is [----] vs [--] by end of the month funded. If the ratio holds which it likely expands due to operating leverage & reduced investment reqs (suppliers and employee reduction) thats 175M in FCF = 700M run-rate"
X Link 2025-06-28T17:58Z [----] followers, [---] engagements

"@HyperTechInvest @Sean__James [----] FCF + [---] hardware investments + [---] PP&E - [---] dilution = 96M Given the employee supplier cost will be a lot higher while they are installing the chips I think its fair to round up 4M to 100M"
X Link 2025-06-28T19:29Z [----] followers, [---] engagements

"Now imagine what they do without the need for buying more bitcoin miners installing them and less need dilution as they have reached scale and can raise debt start funding more from organic FCF get 50M+ FCF from Horizon I which they can stabilize and securitize to build Horizon [--] and onward"
X Link 2025-06-28T19:43Z [----] followers, [---] engagements

"Growth at 15% (and 20%+ target) is exciting when your incremental margins are 2x existing and your stock trades at 13.5x PE vs similar-growth & margin SaaS peers at 30x+. New management got in a year ago and said they'd focus on shoring up churn cutting costs adding AI & enterprise products and then growth. Already have cut churn from 4% to 0% now aiming to get to 5-7% net dollar retention then continue the 13-15% revenue growth from customer acquisition to reach 20%+ revenue growth by [----]. They continually beat guidance so I think they are being conservative on timelines. That growth is"
X Link 2025-07-02T03:58Z [----] followers, [---] engagements

"Personally CNC. Had a tracker position (.01%) that just got crushed gonna try to figure out wtf going on first though. CNC cheaper not afraid to buyback brand & payout % is better than MOH UNH lowest profit margin so potentially less backlash and kinda like AMTM the gov prefers lower margin contractor. Great history of execution. Did you find anything on this I know in my CNC model I had 5-10% hit to earnings due to medicaid / medicare work requirement"
X Link 2025-07-02T16:16Z [----] followers, [---] engagements

"THE STATE OF POWER $IREN Oracle looking for 5GW in [----] considering SMRs (arent cost feasible for at least [--] years) AWS tried to get 1GW nuclear but was paused due to regulatory hurdles also did a deal for 1.1GW from $CEG at 3-mile island by [----] at estimated [----] cents per kw (COMPARED TO IREN [---] CENTS) "TD Cowen analysts noted that aside from capacity held by certain large crypto miners (now pivoting to HPC) its hard to find enough ready-to-deploy power for Oracles needs $CORZ - 300MW [----] (590MW being developed for CRWV) 400MW pipeline $GLXY - 400MW [----] (400MW being developed for CRWV)"
X Link 2025-07-03T17:29Z [----] followers, 33.9K engagements

"@theBTCMiningGuy 😂 copied me word for word not mad though - hope more people discover $IREN https://x.com/jakeallen3/status/1938384225499288009s=46&t=0qW7_Jwm4yAwbBgSRoV9Rw I did an updated $IREN VALUATION last night trying to get comfortable holding after 100% gain To get bullish with IREN all one has to do is take a view on monetization of energy & land portfolio. Time to power is one of the most important pieces of the story. If the https://x.com/jakeallen3/status/1938384225499288009s=46&t=0qW7_Jwm4yAwbBgSRoV9Rw I did an updated $IREN VALUATION last night trying to get comfortable holding"
X Link 2025-07-03T23:54Z [----] followers, [----] engagements

"Not up to date but good comps - $IREN is extremely cheap relative to these when you net out the value of the computers / built DCs or cash flows"
X Link 2025-07-04T03:58Z [----] followers, [----] engagements

"Thanks no I made an error in $APLD. Posted this so people would correct me was getting tedious researching optioned vs owned vs study. Will post an corrected response with the ones I missed. Pipeline supposed to mean non-contracted I agree Crusoe likely takes longer than late [--] to deploy the 4GW of turbines due to other long-lead items regulatory etc I think SMRs will take [--] years maybe never be feasible compared to large scale nuclear solar nat gas but some hyperscalars have mentioned trying to use them in [--] years. Power a few years out must be incredibly limited if they are chasing the"
X Link 2025-07-05T16:26Z [----] followers, [----] engagements

"Say they last [--] years. They paid 75M in [----] = 18.75M depreciation yearly. Lets assume the revenue doesnt fall as the chips age (it will greatly) 2.1M hardware profit last month near full utilization = 25.2M annually * [--] years + 3.1M [----] revenue = 78.7M - 75M depreciation = 3.7M profit [--] years of CSP overhead is definitely higher than that. So they are unprofitable on the first batch even with extremely generous assumptions Now their hardware profit run rate exceeds depreciation 25.2M - 18.75M depreciation = 6.5M annually excluding overhead so Id say theyre probably close to break-even."
X Link 2025-07-06T22:10Z [----] followers, [---] engagements

"Figured Id update my implied value per MW numbers with $CORZ acquisition finalized 9B $CORZ EV 67M mining revenue & 7.7M gross profit last Q = 31M GP annualized. Well value it at 300M to be generous + 100M in BTC holdings = 0.4B Value of AI DCs at $15M/MW = 7.5B - 5B lease-financing = 2.5B net EV ex-BTC & built AI DCs = 6.1B For 800MW secured powered land (400MW devoted to mining) 1GW pipeline $IREN EV 4.2B Mining will do 830M gross profit roughly 750M EBITDA * 2.5x = 1.875B CSP = 26M gross profit * [--] years + 130M new GPU order + 5MW converted * 8M/MW = 0.25B (this is conservative as it"
X Link 2025-07-07T15:27Z [----] followers, 11.9K engagements

"@HYBITCOIN If you think their pipeline should be valued at the same as $CORZ share price should be $65.5"
X Link 2025-07-07T19:44Z [----] followers, [---] engagements

"Looking at $CNC - comparing prior health insurance hiccups makes it look like a compelling buy. Never seen an scaled insurer near 5x-6x [----] EV/E with a track record of 15% earnings CAGR. Think we're almost at peak oversold for a 37% reduction in [----] earnings that is unlikely to continue INSURANCE CRASH CASE STUDIES $UNH hit 7.7x PE in the GFC when more people needed medical care and their net income fell from 4.5B to 2.8B yet the stock tripled within [--] years from that low. UNH also fell in [----] on ACA issues though it was not as pronounced very quick recovery Humana $HUM ACA faced high"
X Link 2025-07-08T07:45Z [----] followers, [----] engagements

"Been following this for a while and started a tracker position around $9. Tons of potential. Problem is they spend crazy on capitalized software R&D administrative. New CEO seems like a fixer but I wonder if he has enough support to do what needs to be done though balance sheet losses have slowed (think he got most write-downs out of the way) and cash is building since he started with flat liabilities. Plan to add if I see more cost-discipline and/or growth. Great product most people have it through their insurance Have a friend who has worked there for years they are focused on AI &"
X Link 2025-07-23T04:25Z [----] followers, [----] engagements

"Great results from $WEX - figured I'd tweet about it as nobody here talks about them GAAP EPS up 8.2% YoY in a tough environment for their largest business and a model change for their largest customer $BKNG in corporate payments Fleet (44% of EPS) revenue down 3.7% YoY (impressive with gas down 16%) but up 3.8% from last quarter. GAAP operating income for this segment down 15% YoY while gallons processed is roughly flat The crown-jewel HSA business (35% of EPS) had adjusted net income up 19.5% YoY in-line with $HQY which trades at a ridiculous multiple compared to $WEX. HSA assets up 11% YoY"
X Link 2025-07-23T22:25Z [----] followers, [---] engagements

"Sorry this is really long difficult to do an elevator pitch on it: Delivery Hero is a collection of dominant food delivery businesses trading at 9.2B EV with expected 1B EBITDA this year roughly 200M-300M FCF 600M FCF in [----] 950M in [----] on consensus estimates. Their profitable segments do much higher but some of their markets are much earlier in their growth stage and require a lot of investment. They are growing GMV 9% 22% outside Korea and 29% outside of Asia. Weighted by GMV they are #1 in 90% of their markets. Greg Alexander (Buffett's "favorite" investor) Sachem Head (greatest activist"
X Link 2025-08-07T02:04Z [----] followers, [---] engagements

"That chart of the top players was a little misleading as Prosus included their DHER Meituan stakes here is an accurate version: [----] GMV (ex-China) $DASH 100B $UBER 84B $DHER 53B $PRX Owned 35B $GRAB 13B Rest 25B Of the rest 1.7B is $MPNGY 8B is $CPNG. Prosus includes 17B iFood 18B $TKWY. Dash will add 8B from $ROO acquisition and their Wolt business will do 5.5-6B. $DASH has 22% (22B) of GMV outside of North America and $UBER 40% (34B). Top three control 86% of the market - this is key to the thesis. The market has consolidated the large threats are focused on profitability. You can't take"
X Link 2025-08-08T00:25Z [----] followers, [----] engagements

"@hoomansv Tax liability sowing 😂"
X Link 2025-08-08T00:42Z [----] followers, [----] engagements

"Seems a little high given $IREN can build a liquid cooled 200kw rack density data center for $300-350M ($6-7M/MW IT load) Not a low spec dc - full UPS and diesel generator back up 75MW gross / 50MW IT load network redunancy 6ms latency to Dallas and 12ms to Denver. Albeit they already had the power infrastructure and land"
X Link 2025-08-09T05:46Z [----] followers, [----] engagements

"@FransBakker9812 @HotAisle @IREN_Ltd 50MW is small 200kW rack density isnt enough out of date by [----] Silly hyperscalars still building 200kw rack density DCs dont they know thats outdated"
X Link 2025-08-13T15:05Z [----] followers, [---] engagements

"Excited to have some new ideas still looking into them but seem compelling: $MAPS $DHER $LFMD $SWON $CRTO $OPRA $MAPS - 3x+ if cannabis is ever rescheduled tax savings reinvested into advertising can grow as more states become legal. cant see any value impairment given cash flows and founder buyout potential. Illiquid so plan to keep small and accumulate on dips. Own some already $DHER - app downloads trending in a very positive direction if we see the market under-react to any improvements in Korea Meituan struggles or solved Prosus overhang will keep buying. Somewhat illiquid so can be"
X Link 2025-08-26T20:30Z [----] followers, [----] engagements

"Trading at 11x book lose money on every transaction but just wait until they reach more scale. Now they can fund losses using retail money and are pivoting to brokerage which is a notoriously great business model 🙄 Cash plus is cool if someone needed cash ASAP and cant pay for renovations but nothing innovative and OPEN still takes the vast majority of the upside so theres far superior options like Compass Concierge bridge loans. Opens best hope is competing with Zillow Redfin. Good luck"
X Link 2025-09-17T01:44Z [----] followers, [----] engagements

"Assume medicare won't cover it but medicare advantage and commercial should. No brainer for clinics to use it to avoid QIP if they aren't footing the bill and no brainer for MA/com. to spend 7.8k/yr/patient to avoid 38k/yr/patient infection-cost 60k CRBSI cost on an 79% 12-month infection-rate = 47.4k weighted cost of infections per patient per year = defencath reduces infections by 70% = 38k avg. cost If ASP comes down 80% to $50 * .25 market share * .60 covered population * 41M vials = $307.5M. At 50% market share within MA and commercial = $612.5M. Add another 102M if clinics will pay $25"
X Link 2025-09-19T19:36Z [----] followers, [---] engagements

"$MRVL market worried about losing future Amazon deal missing that theyve gone from [--] deals to 18+ and if they hit [----] market share target consensus is off by 50%. greatly exceeded every target theyve had so far $CRTO 4.8x EV/FCF on losing some big deals low-growth. If it was good enough for Michael Platt at $38 its good enough for me at $22. Will buy back 15-20% of SO annually at these levels. Amazing retail media business but only 1/4th of contribution. Retargeting seen as a melting ice cube though +6% YoY in Q2 hypergrowth in social AI / self-service platform has the potential to keep it"
X Link 2025-09-21T18:13Z [----] followers, [---] engagements

"@bobspaysubstack You should check out $WEX would love to hear your thoughts"
X Link 2025-09-26T02:30Z [----] followers, [---] engagements

"500M cloud rr EOY - easily could be doubled to 1B for [----] just using canadian sites 650M ebitda from btc mining - yes rapidly depreciating - but when btc mining is replaced have 750MW (about equivalent to all of GLXYs contractually obligated power with better latency) for cloud / colo horizon I & II should come online and add 200M revenue soon like GLXY IREN is fronting the cost so should earn a large premium At [----] rev/watt colo deal 70% margin 7m/mw cost 4x leverage = 8.5M/MW value creation at 15x ev/ebitda (half of what current dc reits trade for) * [----] = 25B vs current 11.4B Cloud pays"
X Link 2025-09-26T17:51Z [----] followers, [---] engagements

"@UncleAlpha007 Nobodies going to let $CIFR accrue 15M/MW of equity value in 3-5 years the advantage is not just power its time-to-power $IREN"
X Link 2025-10-01T22:15Z [----] followers, [----] engagements

"Not quite 25% but compared to rubrik for example at 10.5x EV fwd sales / 25% 2FY rg = [----] vs CWAN 6.3x / 20% = 0.31x. Vs total software median ev/s/rg of 5x software on 12% growth And CWAN already at 33% aebitda margin now estimate 35% ebitda margin in [----] and 37.5% [----]. They aim to get to low to mid 40s. So 14x [--] ebitda less than low-growth peers. They keep beating pretty ambitious targets. $30.5 avg analyst PT all buy ratings. I think some PE selling has damped sp Acquisitions definitely add risk but the TAM is expanded a lot and was slightly accretive (plus reached synergies a year"
X Link 2025-10-02T06:02Z [----] followers, [----] engagements

"@inglouriouscap 1-2% p mo compounded is 13-27% pa do that w no beta and youre one of the 🐐 hedge funds"
X Link 2025-10-03T23:16Z [----] followers, [----] engagements

"@InvestInAssets Fixed it for you. Theres one clear peerless 🐐 especially if you were to take into account drawdowns. Druck had zero negative years. Nobody needs more than [--] years of compounding at 30% 😂"
X Link 2025-10-12T21:28Z [----] followers, [----] engagements

"@RHouseResearch Yesterdays ARR is not tomorrows ARR"
X Link 2025-10-14T22:13Z [----] followers, [---] engagements

"@TedHZhang Interestingly he also more recently said that algos have made that signal not nearly as useful"
X Link 2025-10-20T15:23Z [----] followers, [----] engagements

"@TedHZhang Actually it's this one [--] minutes in https://www.youtube.com/watchv=9kH01CNISeQ https://www.youtube.com/watchv=9kH01CNISeQ"
X Link 2025-10-20T19:45Z [----] followers, [----] engagements

"And they kill themselves at the turns and end up losing as much on the turns as they make during the 80% of the time.But I have found contrarian thinking just to be contrarian can be a death trap particularly in bonds and currencies because economic fundamentals are what they are. It can be a rough ride if it's very crowded. But I think the main thing is you have to be disciplined. You have to be unemotional. And to me the really great ones--you have to really be able to play. You have to have courage. You have to play big when the opportunity is there--make hay while the sun shines whatever"
X Link 2025-10-21T05:52Z [----] followers, [----] engagements

"The $IREN $MSFT Deal is Value-Accretive This is the ONLY multi-billion dollar per year IaaS deal done by a fully vertically integrated company outside of $AMZN $GOOG $MSFT. Owned operated and developed in-house It may not look much better than the average colo lease but when you account for the significant prepayment potential use of $MSFT's credit to secure low-cost financing and strategic implications its among the best: $9.7M Revenue/MW/yr $8.245M EBITDA/MW/yr (@ 85% margin) After subtracting the 20% prepayment ($1.94B) = $6.305M EBITDA/MW/yr $3.86B $DELL contract remaining after"
X Link 2025-11-04T06:53Z [----] followers, 108.6K engagements

"They said LTV/CAC is stable suggests around 6x+ still and 12-month gross profit payabck period. When I backed into the numbers I think it was 93% net revenue retention estimate but ranged a lot by year. Remitly spent 24% S&M in [----] to grow revenue 28% in [----] will spend roughly 21% in [----] to grow 18% (high teens guidance but they always beat) in [----] Assuming flat 10% revenue churn: 24% spend [--] = 38% new revenue - 1.58x 21% spend [--] = 28% new revenue - 1.33x To replace churn implies 7.5% S&M on [----] guidance. They probably assume there was a pull-forward of some demand and outsized avg"
X Link 2025-11-06T20:34Z [----] followers, [---] engagements

"Imagine youre the CFO at AMZN about to work on equity method reporting for AWS in year [--] Update: 2.44B ARR in deals signed and plans for 3.4B by EOY (+12040% YoY). Building an 8.6B data center for MSFT the biggest GB300 supercluster in the world designed developed operated owned in-house and weve been converting 160MW of bitcoin mining data centers for training & inference workloads What is this gonna cost us 🫨 EBT this quarter excl. derivatives -90M 😅 wait 57M related to unusually large SBC from our stock going up too quickly 🤗 and 85M is D&A 🥳🕺"
X Link 2025-11-07T05:09Z [----] followers, [----] engagements

"@ACapitalLP Have you heard any new rumours on $DHER asset sales"
X Link 2025-11-27T22:30Z [----] followers, [---] engagements

"$DHER is the perfect example. IPOd way too high got brutally sold off similar to Doordash but was a few years behind in terms of FCF inflection gets hit with crazy fines irrational competition in their biggest market. Handled it well but by that point the market had soured on reinvestment and now its a show me the FCF story. Value it even against greatly inferior peers and you cant underwrite less than a double. Its too complicated given different maturity stages between their markets and everyones lost money on it but under the surface its a very high-quality business and Sachem Head Greg"
X Link 2025-11-28T01:47Z [----] followers, [---] engagements

"$MAPS $3 (170% upside to 8.25x EV/EBITDA TTM 11x EV/FCF TTM) not to mention their customers if at 0% margins go to 15% (280E) and the lowest-cost producers (hemp) representing 50% of the "legal" market is set to be wiped out in a year and the only quick way to pivot is to get into dispensaries and customers eyes (can't advertise on Google + $MAPS has supplier marketplace). Capital-light been growing customers / profits on slightly down revenue while competitors have been dying (Leafly) customers are struggling. 70% market-share Nasdaq-listed. Unable to effectively monetize as a marketplace"
X Link 2025-12-17T19:41Z [----] followers, [---] engagements

"@ghill37g @AndroGeorge 👍🏻 let me know what you think if you look into it more Btw phrased some of thay wrong - $MAPS cant process payments so they have to do a SaaS model but they dont fall under 280E like their customers"
X Link 2025-12-18T02:33Z [----] followers, [---] engagements

"Catalyst MLB deal passing Taylor Swift and pricing model comp (15% headwind to growth) price cap in UK isnt as bad as feared (2-4% of rev) ad platform launching profit inflection. Consensus has $STUB at 8x [----] FCF growing 5x faster than $EVD $LYV at 17-18x. Virtually taken all the share in secondary except for captive LYV supply. Doing very well in states that forced transferability and a non affiliated study showed consumer ticket savings doubled in those states. I think DOJ is going after TicketMaster much harder than the secondary-market Remaining regulatory issue for secondary in the US"
X Link 2025-12-24T03:18Z [----] followers, [---] engagements

"@nishantkumar07 Biggest shareholder in $CRTO down 47% on it looks interesting"
X Link 2026-01-05T17:09Z [----] followers, [----] engagements

"Yes. Too late to switch unless they delay it again. Heard credible rumours that first delays were not result of $MRVL but in-house design issues. There were some rumours that $MSFT was discussing with $AVGO but absolutely everyone has to dual source and prepare for contingencies. Theres two companies in the world who can design it. $GOOG can bypass $AVGO for AiChip on next TPU only because they have the most sophisticated in-house team and Broadcom wont let go of their 70% GMs and turnkey only / control the process heavily. $MRVL will drop in and assist on parts"
X Link 2026-01-26T16:56Z [----] followers, [---] engagements

"@Beth_Kindig $MRVL"
X Link 2026-01-29T19:33Z [----] followers, [---] engagements

"DIRECT ISSUANCE ECONOMICS The model competes on two fronts: Against Ticketmaster: Venues price $10 below TM and capture demand flowing to StubHubdirect market share theft from TM's primary business Against Broker Arbitrage: For events with secondary premiums venues simultaneously reduce consumer prices AND dramatically increase revenue by eliminating the broker middleman LOW-DEMAND (secondary trades at/below face): Current: TM primary at $100 + $15 fees = $115 to consumer Direct Issuance: StubHub primary at $90 + $13 fees = $103 to consumer Outcome: Venue captures demand at $10 discount sells"
X Link 2026-02-04T21:02Z [----] followers, [--] engagements

"THE DOJ CATALYST DOJ + [--] states filed antitrust lawsuit against Live Nation/Ticketmaster in May [----]. Trial: March [----]. The market treats this as background noisewe view it as a potential inflection point. CORE ALLEGATIONS Live Nation allegedly uses control over venues and concert promotion to coerce exclusive Ticketmaster contracts. Venues choosing competitors allegedly lose LN-promoted tours. Data: NBA/NHL arenas that switched away from TM lost average of [--] LN shows/year; arenas switching TO TM gained 10+ concerts annually. Ticketmaster's secondary strategy relies on coercive"
X Link 2026-02-04T21:02Z [----] followers, [--] engagements

"LIVE NATION IS PREPARING FOR DEFEAT CFO Joe Berchtold told investors Dec [----] they're "preparing for the possibility of having to cede exclusive ticketing contracts with venues." CEO went from "resale is one of our biggest opportunities" to "resale is negligible LSD of our revenue" and "we benefit as pricing shifts back to primary." They raised cheap convertible debtunusual for this caliber companylikely preparing for spin-off and tort damages. Some OVG/Live Nation emails from the case: * OVG execs described their company in writing as a "pimp" and "hammer" for Live Nation * OVG signed DOJ"
X Link 2026-02-04T21:02Z [----] followers, [--] engagements

"GROWTH VECTORS: [----] BRIDGE Street consensus: 44% revenue growth in [----] 48% in [----]. Sounds aggressive until you decompose: MLB DIRECT ISSUANCE Teams list primary inventory directly on StubHub alongside resalefans see every available seat in single view. Key difference: SeatGeek reportedly paid $100M/year as fixed fee. StubHub's deal is tech partnership with revenue sharingvariable cost not fixed. MLB annual ticket revenue $4B 33M tickets go unsold annually. 10% penetration = $400M GMS at lower marginal CAC = 4-5% GMS growth contribution. ADDITIONAL DIRECT PARTNERSHIPS: ATG Entertainment: 16"
X Link 2026-02-04T21:02Z [----] followers, [--] engagements

"WHO WE'RE INVESTING ALONGSIDE The shareholder base reads like a who's who of patient high-conviction capital. Not momentum traderslong-term owners with deep expertise in exactly these dynamics. MADRONE CAPITAL (Walton Family Office) $1.2B 24% Ownership: Provided 40% ($775M) of equity check for Baker to reacquire StubHub in [----]. Make large concentrated long-term investments with history of holding through extreme volatility. StubHub is 60% of their US public equity holdings. Family member owns Denver Broncos and chairman of Walmart led e-commerce push. WESTCAP (Laurence Tosi) $535M #1"
X Link 2026-02-04T21:02Z [----] followers, [--] engagements

"PRICE TARGETS Base Case ($23.50 12-month): Re-rate to 10x 2026E EBITDA or call it 10x conservative [----] estimatesstill 35% discount to Live Nation. 100% upside. Bull Case ($45 18-month): Re-rate to 15x as MLB Direct Issuance proves out DOJ favorable ruling competitors deteriorate. 250% upside. Extreme Bull ($80-130 3-year): Street consensus achieved $1.5-2B net cash on $1.5-2B annual FCF. At 15x FCF = $25-35B equity value. 5-10x from here. https://twitter.com/i/web/status/2019154575819698650 https://twitter.com/i/web/status/2019154575819698650"
X Link 2026-02-04T21:02Z [----] followers, [--] engagements

"@jackson_jo96163 Ex-Swift GMS growth 25.3% T9M but agree was just trying to make sense of / bridge to the streets estimate. My model is nowhere near that optimistic"
X Link 2026-02-05T03:45Z [----] followers, [--] engagements

"Id be loving SH 😂 Have you ever seen the sell side be off 50% on a relatively high publicity IPO seems like itd be hard to be off this much with alternative data Already cut EBITDA 17% from IPO projections 980M FCF 2026E - 490M FCF 3.5B MC gives 7x FCF 560M net debt EOY [--] interest expense 30M vs 60M float interest income 1.69B [----] - 845M [----] 4x FCF net-cash"
X Link 2026-02-05T20:14Z [----] followers, [--] engagements

"i've read it in my view hinges on random speculation based on some tiny disclosures he thinks should be more detailed. could have governance risks given founder related company lends to ticket sellers used to sell some tickets credit card ticket programs could be bad etc. then admits those items are probably not rampant talks about all in pricing as a huge threat not realizing it already happened. mentions Swift as boosting recent growth not realizing it's been a tailwind since Q2 [----]. he closed his short great technical trade but no real substance there on the financials market participants"
X Link 2026-02-05T22:20Z [----] followers, [--] engagements

"clay is that u"
X Link 2014-09-06T14:55Z [----] followers, [--] engagements

"Hbd @clayjohnson22 hope it's a good one homie 🎁🎈🎉"
X Link 2016-04-20T16:38Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing