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@CfaRoark "@SkepticalBaba @SPACLiquidity OKLO had no PIPE. I'd be curious to know how the other factors compare with OKLO/SMR prior to them coming public if you know. (I don't think anyone is arguing that GSRT should be valued the same as OKLO/SMR the question is whether a XX% discount is appropriate)"
@CfaRoark Avatar @CfaRoark on X 2025-07-24 19:59:55 UTC XXX followers, XX engagements

"@JM_research1 @EricTheUmpire Could be the reverse of $CLBR/$PEW. A name to own post-close but not now"
@CfaRoark Avatar @CfaRoark on X 2025-07-25 19:08:58 UTC XXX followers, XXX engagements

"@spac_insider @ToTheMadMax @mcspacface DKNG ASTS RKLB HIMS VRT SYM OKLO SMR CMPO MIR GRND SOC DJT (maybe) IONQ/RGTI/QBTS (maybe)"
@CfaRoark Avatar @CfaRoark on X 2025-07-24 20:05:47 UTC XXX followers, XXX engagements

"$PEW aka "The Amazon of Guns" is trading under $X. "PEW" is starting to have a new meaning🦨"
@CfaRoark Avatar @CfaRoark on X 2025-07-23 16:06:53 UTC XXX followers, XXX engagements

"@call_lee_free What do you mean they are generating $XXX million a year They were generating under $X million a year and when you add in public company costs they will probably be burning cash for the foreseeable future $PEW $P.U"
@CfaRoark Avatar @CfaRoark on X 2025-07-23 19:02:24 UTC XXX followers, XXX engagements

"BREAKING. $PEW to change ticker to $POO 💩"
@CfaRoark Avatar @CfaRoark on X 2025-07-24 19:43:36 UTC XXX followers, XXX engagements

"@ArkkDaily $ARKX adds to $DE still no position in $ASTS Please explain @CathieDWood"
@CfaRoark Avatar @CfaRoark on X 2025-07-22 00:31:10 UTC XXX followers, XXX engagements

"$ARKX buying more $DE. Still holding no $ASTS. LOLOLOLOLOLOLOLOL"
@CfaRoark Avatar @CfaRoark on X 2025-07-22 00:13:10 UTC XXX followers, XXX engagements

"@SkepticalBaba @SPACLiquidity OK just wanted to make sure we were on the same page 🤣"
@CfaRoark Avatar @CfaRoark on X 2025-07-24 19:46:32 UTC XXX followers, XX engagements

"$DNA (Ginkgo not the dumb cryptocurrency) has almost doubled off the bottom and still trades below cash"
@CfaRoark Avatar @CfaRoark on X 2025-06-11 14:46:19 UTC XXX followers, XXX engagements

"@litcapital When free cash flow is key to your investment thesis but the associate added CAPEX instead of subtracting and no one noticed until after coverage launch"
@CfaRoark Avatar @CfaRoark on X 2025-07-24 21:24:46 UTC XXX followers, XXX engagements

"At today's prices: $SMR $XX stock = $15bn market cap $OKLO $XX stock = $10bn market cap $GSRT $XX stock = $0.9bn market cap This reminds me of quantum a few years ago when $IONQ had a following but everybody said $RGTI was far behind and $QBTS was a joke. Guess what they were all multi-baggers"
@CfaRoark Avatar @CfaRoark on X 2025-07-24 18:50:33 UTC XXX followers, 1140 engagements