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@mAxLPHA "@LogicalThesis Its so crazy someone could come pay a XX% premium $XX a share. to it's current market cap (avg buyouts XX% rn). Close the business the next day and just wait for the treasuries to mature and profit an easy $100M LOL wtf $FLGT"
@mAxLPHA Avatar @mAxLPHA on X 2025-07-21 15:03:13 UTC XX followers, XXX engagements

"Just waiting for this POS $FLGT to announce an $ETH treasury strategy. Convert their $815M of cash into $ETH and watch the shorts try to hold market cap under cash"
@mAxLPHA Avatar @mAxLPHA on X 2025-07-15 20:18:13 UTC XX followers, XXX engagements

"WOW - this is bad news for all these $ETH treasury companies like $SBET $BMNR trading at 3-4x mNAV. X. Lower staking yields X. $ETHA the big boy in ETH holdings. trading at like 1x mNAV - they have 2m ETHs vs SBET's 300k (so almost 10x more ETHs than the largest $SBET)"
@mAxLPHA Avatar @mAxLPHA on X 2025-07-17 17:33:32 UTC XX followers, XXX engagements

"Adding more here at $XXXX (at XXX SMA / XX RSI). Basically trading XX cents on the dollar (of cash) before assigning any EV for the core lab business. Though will have to start questioning opportunity cost if it keeps selling off. Perhaps a covered call strat sooner than plan"
@mAxLPHA Avatar @mAxLPHA on X 2025-07-14 18:40:17 UTC XX followers, XX engagements

"@LogicalThesis Ya totally I get you - i struggle with the opportunity cost of it all too. Just getting shorted into oblivion b/c the business low-key sucks. The lawsuits IMO isnt going to have alot of teeth. Providers are at bigger risk vs a vendor you order the testing sent to"
@mAxLPHA Avatar @mAxLPHA on X 2025-07-21 14:59:58 UTC XX followers, XX engagements

"@Phoenix3million lol look at $SBET $BTBT $GNS. It's the ultimate short killer. Get these crypto bros paying 2-3x mNAV vs $FLGT trading at 0.7x its net cash right now. TBH if i accumulative enough shares you can s-bet i'll be pushing that agenda"
@mAxLPHA Avatar @mAxLPHA on X 2025-07-21 15:06:31 UTC XX followers, XXX engagements

"Position: Long $FLGT at $XXXXX Target: $XX (will look to sell covered calls once price pushes up) Core Thesis: Sitting on $26-27 of cash per share with little to no debt. Basically negative EV at $XX for a cash-flow positive business"
@mAxLPHA Avatar @mAxLPHA on X 2025-07-01 16:30:29 UTC XX followers, XXX engagements