#  @Libre_Wokebust Libertarian Leaning Wokebuster
Kawasaki Heavy (7012.T) has been gaining attention for its gas turbine business, particularly in providing backup power for datacenters. It's considered an attractive player in the market, with some calling it the cheapest credible option. The company is seen as a major player in the industry, competing with others like GE Vernova.
### Engagements: [--] [#](/creator/twitter::1742729978561626112/interactions)

- [--] Week [-----] -85%
- [--] Month [------] +263%
- [--] Months [-------] +136%
- [--] Year [-------] -11%
### Mentions: [--] [#](/creator/twitter::1742729978561626112/posts_active)

- [--] Months [---] +250%
- [--] Year [---] -42%
### Followers: [-----] [#](/creator/twitter::1742729978561626112/followers)

- [--] Week [-----] +0.37%
- [--] Month [-----] +4.10%
- [--] Months [-----] +24%
- [--] Year [-----] +44%
### CreatorRank: undefined [#](/creator/twitter::1742729978561626112/influencer_rank)

### Social Influence
**Social category influence**
[countries](/list/countries) [finance](/list/finance) [celebrities](/list/celebrities) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [us election](/list/us-election) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks)
**Social topic influence**
[elon musk](/topic/elon-musk), [und](/topic/und), [japan](/topic/japan), [das](/topic/das), [ich](/topic/ich), [debt](/topic/debt), [$corz](/topic/$corz), [realdonaldtrump](/topic/realdonaldtrump), [dems](/topic/dems), [$iren](/topic/$iren)
**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@chargestack](/creator/undefined) [@leroygroffier](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@realtrumpnewsx](/creator/undefined) [@jmilei](/creator/undefined) [@cazenoveuk](/creator/undefined) [@umbisam](/creator/undefined) [@corescientific](/creator/undefined) [@mikealfred](/creator/undefined) [@datarepublican](/creator/undefined) [@sbetschinger](/creator/undefined) [@bowtiedmara](/creator/undefined) [@peoplespundit](/creator/undefined) [@jdvance](/creator/undefined) [@adamsullivan1](/creator/undefined) [@boomerbtc](/creator/undefined) [@mcnalliem](/creator/undefined) [@doge](/creator/undefined)
**Top assets mentioned**
[Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Iris Energy Limited (IREN)](/topic/$iren) [TeraWulf Inc. (WULF)](/topic/$wulf) [Bitcoin (BTC)](/topic/$btc) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Dogecoin (DOGE)](/topic/doge) [IBM (IBM)](/topic/ibm) [GrokCoin (GROKCOIN)](/topic/grok) [Alphabet Inc Class A (GOOGL)](/topic/google) [GE Vernova Inc. (GEV)](/topic/$gev) [Bitdeer Technologies Group (BTDR)](/topic/$btdr) [Riot Platforms, Inc. (RIOT)](/topic/riot-platforms) [Applied Digital Corp. (APLD)](/topic/$apld) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [Synaptics Inc (SYNA)](/topic/$syna)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@dotkrueger As market equilibria are determined "at the margin" the question how do these net inflow into these Bitcoin ETFs match up with total Bitcoin mined (per day / per year) b4 and after the halving How much of the newly mined BTC will be siphoned off by the ETF space"
[X Link](https://x.com/Libre_Wokebust/status/1745576901798748421) 2024-01-11T22:42Z [---] followers, [--] engagements
"@SBetschinger Das kann ich unterstreichen bei meinen krzlichen Recherchen zum Thema APUs (AI friendly xPUs). Auch dort hat IBM offensichtlich einige "Eisen" im Feuer. Daneben gibt's noch TDK (JApan) mit "TDK Ventures" "
[X Link](https://x.com/Libre_Wokebust/status/1752441844154171731) 2024-01-30T21:21Z [--] followers, [--] engagements
"@SBetschinger IBM Valuation: EV/R von [---] nicht gerade wenig aber auch nicht gerade extrem EV/EBITDA bei ca. [--] - bei GM (Gross margin) 50% wre das schon ok. Fr einen Hardware-Erzeuger wr's viel aber IBM ist lngst nicht mehr das. AI offenbar nicht eingepreist"
[X Link](https://x.com/Libre_Wokebust/status/1752442574562877575) 2024-01-30T21:24Z [--] followers, [--] engagements
"@SBetschinger TDK ist noch gnstiger als IBM . Einige der Investments ihres "venture Arms" haben einen AI Bezug"
[X Link](https://x.com/Libre_Wokebust/status/1752442932081111222) 2024-01-30T21:25Z [--] followers, [--] engagements
"@HSteiner05 Ich mute mir krzlich derartige Items (Alibaba) zu Bekannten im europ. Ausland senden lassen die haben es mir dann weitergeleitet. Hngt glaube ich mict Verpackungs-VO zusammen und was die Grnen (Gewessler ) hierzulande daraus gemacht haben"
[X Link](https://x.com/Libre_Wokebust/status/1754444392436232200) 2024-02-05T09:58Z [---] followers, [--] engagements
"@SBetschinger SMC ist einer der besten Systemintegratoren der Computing Branche (frher oft "Boxmaker" genannt). Auf einer Stufe mit Dell m.E. weit vor Lenovo HPE oder Fujitsu. Auch Kundenfreundlich - fremde Hardware bei Servern wird meist nicht ausgesperrt (fragen Sie Ihren IT Techniker)"
[X Link](https://x.com/Libre_Wokebust/status/1754795132459598253) 2024-02-06T09:12Z [---] followers, [--] engagements
"@SBetschinger Chipsatz Anbieter sind z.B. Firmen wie: Intel AMD Broadcom Qualcomm (nun bei Broadcom ) Realtek Samsung Hynix SIS Mediatek ua"
[X Link](https://x.com/Libre_Wokebust/status/1754807369110798815) 2024-02-06T10:00Z [---] followers, [--] engagements
"@Baerjew @Walttheold2 LAteinamerika Uruguay fllt mir da ein "
[X Link](https://x.com/Libre_Wokebust/status/1755010165823176818) 2024-02-06T23:26Z [---] followers, [--] engagements
"@BirnstinglausRo Fr die UKR ist Bidens Zustand sogar potentiell hchst problematisch heit es doch linke Dems wollen Michelle Obama aus dem Hut zaubern. Ihr Mann hat seinerzeit gemeinsam mit Merkel die Ukraine wie eine heie Kartoffel fallen gelassen. Erste Waffen hat dann Trump geliefert"
[X Link](https://x.com/Libre_Wokebust/status/1756054558097174767) 2024-02-09T20:36Z [---] followers, [--] engagements
"@SBetschinger Simon INTC und IBM sind beide noch sehr akzeptabel bewertet - vor allem im Vergleich EV/R und EV/EBITDA mit Konkurrenten. Bei INTC vergessen viele da sie mit RISC-V bei einer extrem zukunftsfhigen RISC-Architektur mit an Bord sind die ARM wohl paroli bieten kann #RISC-V"
[X Link](https://x.com/Libre_Wokebust/status/1757703319366074485) 2024-02-14T09:48Z [---] followers, [--] engagements
"@SBetschinger re: INTC / IBM zum RISC-V "ecosystem" gibt's einen guten Wikipedia Eintrag. Ist im Prinzip eine Kampfansage an ARM Chips "
[X Link](https://x.com/Libre_Wokebust/status/1757754552722293038) 2024-02-14T13:11Z [---] followers, [--] engagements
"@BritishHodl all 100% true - and on top of this: the return from this "asset class" is largely UNCORRELATED to almost all other "traditional assets" (equities preferreds REITs etc.)"
[X Link](https://x.com/Libre_Wokebust/status/1757932284638900495) 2024-02-15T00:58Z [---] followers, [---] engagements
"@theBTCMiningGuy Looking at short positions of miners - it may be a result of ELOCs (Equity line of credit) or PIPEs - the providers of equity capital (often specialist hedge funds) shorting an offsetting position in the open market upfront"
[X Link](https://x.com/Libre_Wokebust/status/1758663066810826990) 2024-02-17T01:22Z [---] followers, [--] engagements
"@theBTCMiningGuy CORZ (Core Scientific) - imho motivated sellers (former creditors that got stocks in the Chapter-11 proceedings) are skewing the valuation comps"
[X Link](https://x.com/Libre_Wokebust/status/1758671875104772554) 2024-02-17T01:57Z [---] followers, [--] engagements
"@theBTCMiningGuy Future revenue diversification for miners - can ASICs for no longer competitive (legacy) miners be repurposed at a reasonable price for something useful Would make stranded assets less specific and more valuable"
[X Link](https://x.com/Libre_Wokebust/status/1758675938961715370) 2024-02-17T02:13Z [---] followers, [--] engagements
"@theBTCMiningGuy Infrastructure Plays for $BTC miners - a part of this angle might be why not move that $BTC Infrastructure into a REIT vehicle"
[X Link](https://x.com/Libre_Wokebust/status/1758677723474542771) 2024-02-17T02:20Z [---] followers, [--] engagements
"@theBTCMiningGuy Bottleneck for AI firms: APUs (like Nvidia) transformers Power Electronics (Power Semis )"
[X Link](https://x.com/Libre_Wokebust/status/1758678724197711967) 2024-02-17T02:24Z [---] followers, [--] engagements
"@BirnstinglausRo Maine wundert mich nicht - es gilt ja neben New Hampshire als der GOP am meiste zugeneigte New-England/Mid-Atlantic States"
[X Link](https://x.com/Libre_Wokebust/status/1762376326051193108) 2024-02-27T07:17Z [---] followers, [--] engagements
"@theBTCMiningGuy Actually those just behind the top tier - IREN WULF BITF HIVE appear to offer more upside than the top tier itself with imho the exception of CORZ which recently just emerged from Chapter-11. Mergers of firms with complementary assets should offer additional upside"
[X Link](https://x.com/Libre_Wokebust/status/1762580884065067046) 2024-02-27T20:50Z [---] followers, [--] engagements
"@JSeyff Goodness - $20bn moved into these assets and that's net of GBTC. And Q1 hasn't even closed. If this goes on all BTC related ETFs should end the year above $100bn in assets. Incredible"
[X Link](https://x.com/Libre_Wokebust/status/1763142795945038205) 2024-02-29T10:02Z [---] followers, [---] engagements
"@theBTCMiningGuy between these two I'd opt for $CLSK but that's my personal preference. In this stage imho FACILITIES COUNT and the expertise to manage them. MARA up to now has used mainly infrastructure hosted by others. Plus they announced yet another ATM program in the BILLIONS. go figure"
[X Link](https://x.com/Libre_Wokebust/status/1763990034867265649) 2024-03-02T18:09Z [---] followers, [---] engagements
"@PaspaPetra Endlich etwas VERNUNFT. Blo wo war die EVP als das alles beschlossen wurde Gegen die Interessen der EIGENEN Brger"
[X Link](https://x.com/Libre_Wokebust/status/1763991022076383318) 2024-03-02T18:13Z [---] followers, [--] engagements
"@theBTCMiningGuy CLSK did what successful investors in Railroads or Telecom facilities did - they bought distressed assets for cents on the original investment dollars (replacement costs ) and (re)developed them. In all these difficult network industries - this used to be a winning strategy"
[X Link](https://x.com/Libre_Wokebust/status/1764013242802728979) 2024-03-02T19:41Z [---] followers, [--] engagements
"@theBTCMiningGuy The nicest part about their expansion plans is that they have OPTIONS for miners - essentially fixing the price for new machines. So CLSK seems to have learnt a lot from mining firms bidding up the cost of ASIC machines during the last bullish cycle (around 2021-22)"
[X Link](https://x.com/Libre_Wokebust/status/1764110731140616485) 2024-03-03T02:09Z [---] followers, [--] engagements
"@BowTiedMara @Mohamadgoldcoin To my knowledge there were some denominations of Islam much more comparable to a secular western state of today than any christian empire of that time especially the Mut'azila - unfortunately for the entire world - now extinct"
[X Link](https://x.com/Libre_Wokebust/status/1764113548920197188) 2024-03-03T02:20Z [---] followers, [--] engagements
"@Mohamadgoldcoin @BowTiedMara Well certainly not the "entire" Muslim Spain. Some of these taifa fiefdoms were as theocratic as their catholic counterparts"
[X Link](https://x.com/Libre_Wokebust/status/1764117423408480468) 2024-03-03T02:35Z [---] followers, [--] engagements
"@Umbisam CLSK BITF IREN and a couple of others"
[X Link](https://x.com/Libre_Wokebust/status/1764471294408486937) 2024-03-04T02:01Z [---] followers, [--] engagements
"@theBTCMiningGuy Especially I wouldn't be willing to cough up TWICE the marketcap for the "leaky tank" that in the past didn't even own its facilities having relied mostly on hosting by others instead. Unlike miners infrastructure cannot be replicated so easily"
[X Link](https://x.com/Libre_Wokebust/status/1764665025115873773) 2024-03-04T14:51Z [---] followers, [--] engagements
"@theBTCMiningGuy That's why my own investment $$$ allocated to $BTC miners is in CLSK CORZ BITF WULF IREN HIVE BITD and to a tiny portion in DGHI (smallcap but facilities based tended to avoid dilution to the max)"
[X Link](https://x.com/Libre_Wokebust/status/1764665719994929411) 2024-03-04T14:54Z [---] followers, [--] engagements
"@kaeferboeck Der Staat als Wirkungsort BEAMTETER WICHTIGTUER So what Verndert das smartphone eben das "Gangbild" - es geht die OBrigkeit einen FEUCHTEN DRECK an"
[X Link](https://x.com/Libre_Wokebust/status/1764666333533274428) 2024-03-04T14:56Z [---] followers, [--] engagements
"@ryQuant @dotkrueger Same here - I think $BTC is a great ASSET but not a great currency. A currency shoudl be "NEUTRAL". Not appreciating. You would NEVER EVER take out a loan in such a scarce asset like $BTC to finance a business. To pay it back at [--] times the price Not really"
[X Link](https://x.com/Libre_Wokebust/status/1764806871964078483) 2024-03-05T00:15Z [---] followers, [--] engagements
"@ryQuant @dotkrueger Using such an asset instead of FIAT would guarantee HUGE DEFLATION in the conomy. There are times in world monetary history (under hard Gold standard) when supply was too tight to finance the ordinary growth of all economies (in the [--]. and early [--]. century)"
[X Link](https://x.com/Libre_Wokebust/status/1764807249413759234) 2024-03-05T00:16Z [---] followers, [--] engagements
"@jvs_btc CLSK BITF CORZ IREN WULF HIVE all look good imho - with multibagger potential. Also DGHI smallcapper that owns its infrastructure (). ANY is another smallcap miner that doesn't but with $30m mcap + recently obtained $10m in CORZ stock (post Ch11)"
[X Link](https://x.com/Libre_Wokebust/status/1766210373089194450) 2024-03-08T21:12Z [---] followers, [--] engagements
"@jvs_btc As a Gen-Xer and TMT investor since the mid 90ies I find the evolution of the $BTC mining universe somewhat similar to the evolution of competitive telecom - from resale/leased infrastructure to owning managing and controlling your own infrastructure thus your destiny"
[X Link](https://x.com/Libre_Wokebust/status/1766780763310043463) 2024-03-10T10:58Z [---] followers, [--] engagements
"@jvs_btc What is more the "major bottleneck" of miners appeared to change recently - in the last boom cycle of [----] - it used to be ASIC mining machines now miners smarted up and obtained fixed price options for incremental purchases - and INFRAstructure becoming the new bottleneck"
[X Link](https://x.com/Libre_Wokebust/status/1766781236297494955) 2024-03-10T11:00Z [----] followers, [--] engagements
"@jvs_btc $IREN seemingly built their datacenters with higher power density supporting architecture (co. presentation) - this would fit with @boomer_btc stipulation of nexGen $BTC ASICs power requirements converging onto those demanded by AI/HPC (recent podcast)"
[X Link](https://x.com/Libre_Wokebust/status/1766782235938558294) 2024-03-10T11:04Z [---] followers, [---] engagements
"@BowTiedMara Vice President Villarruel really seems to be a "tough Lady". This was a perfect manoever to put Kirchnerism and its inabilities in the spotlight"
[X Link](https://x.com/Libre_Wokebust/status/1768061625452433446) 2024-03-13T23:48Z [---] followers, [--] engagements
"@BillionSoon @Core_Scientific Read the fine print - most of the net loss in [----] were from costs associated with Chapter [--]. They should not be viewed as recurring. Next quarterly 10-Q (for 2024/Q1) should provide more clues about how to model their future statement of operations and cashflow bridges"
[X Link](https://x.com/Libre_Wokebust/status/1768110272445645080) 2024-03-14T03:01Z [---] followers, [--] engagements
"@BillionSoon @Core_Scientific From my own experience at investing in numerous Post Chapter-11 plays after the techstock crash (2002-2005 timeframe) the most important number of any firm in BK apparently are EBITDA and adjusted EBITDA"
[X Link](https://x.com/Libre_Wokebust/status/1768110710263861291) 2024-03-14T03:03Z [---] followers, [--] engagements
"@theBTCMiningGuy I would welcome it very much if miners used their $BTC positions for ABL (asset backed lending) to finance their capex instead of relying on ATMs (with its "feedback" loop structure)"
[X Link](https://x.com/Libre_Wokebust/status/1768805164897431979) 2024-03-16T01:03Z [---] followers, [--] engagements
"@theBTCMiningGuy The "synthetic HODL" of BITF might be an elegant way out of this dillemma I think "
[X Link](https://x.com/Libre_Wokebust/status/1768805292358217878) 2024-03-16T01:03Z [---] followers, [--] engagements
"@theBTCMiningGuy Thanks . others facilities oriented miners of note are BITF IREN WULF and CORZ. The latter two have higher debt levels however current $BTC pricing might allow them to pay these back much quicker and effectively re-rate their fortunes"
[X Link](https://x.com/Libre_Wokebust/status/1768806195987398709) 2024-03-16T01:07Z [---] followers, [--] engagements
"Joe Rogan: Elon Musk Buying Twitter Really Made A Turn In Our Culture For Free Speech"
[X Link](https://x.com/Libre_Wokebust/status/1768823316112880034) 2024-03-16T02:15Z [---] followers, [--] engagements
"Megyn Kelly: Don Lemon "Behaved Like An A**hole Who Was Not Grateful To Elon Musk For Resurrecting His Career""
[X Link](https://x.com/Libre_Wokebust/status/1768823606505533572) 2024-03-16T02:16Z [---] followers, [--] engagements
"@theBTCMiningGuy @GlennHarro @mikealfred Wonderful - pls. don't forget to ask whether "synthetic HODL" (a la BITF) might be seen as a good strategy to extract "principal" value of $BTC mined yet keep the upside intact. Also why is no miner currently using underwritten offerings instead of ATMs"
[X Link](https://x.com/Libre_Wokebust/status/1768843163018350741) 2024-03-16T03:34Z [---] followers, [--] engagements
"@Charge_Stack @Bitfarms_io Paraguay is a very MARKET FRIENDLY jurisdiction in LatAm. Not too much risk there imho"
[X Link](https://x.com/Libre_Wokebust/status/1768965711521550360) 2024-03-16T11:41Z [---] followers, [---] engagements
"@Charge_Stack @Bitfarms_io Well that can happen in the "Triade" countries too these days. There are indeed problematic jurisdictions in LatAm with regard to property rights but Paraguy imho was never one of the problem zones. And with @JMIlei election in ARG things are improving even there"
[X Link](https://x.com/Libre_Wokebust/status/1768967112452608243) 2024-03-16T11:46Z [---] followers, [--] engagements
"@Charge_Stack @Bitfarms_io BITF is certainly a fine comany in my portfolio (again) since mid last year. So far I'm in CLSK BITF IREN WULF CORZ and more speculative: DGHI (owns facilities) ANY (asset light but obtained $10m from CORZ settlement in Jan/24)"
[X Link](https://x.com/Libre_Wokebust/status/1768967999363387731) 2024-03-16T11:50Z [---] followers, [---] engagements
"@BTCStocksInvest @Charge_Stack @Bitfarms_io @JMilei Well at least Paraguay it's not a commie hellhole like Venezuela or Nicaragua"
[X Link](https://x.com/Libre_Wokebust/status/1768982054685794710) 2024-03-16T12:46Z [---] followers, [--] engagements
"@theBTCMiningGuy ASIC makers: Canaan (Nasdaq: CAN) Bitmain Ebang. There are efforts underway to mfg nexgen ASICs in different jurisdictions (see Bob Burnett @boomer_btc)"
[X Link](https://x.com/Libre_Wokebust/status/1769108035413127650) 2024-03-16T21:06Z [---] followers, [---] engagements
"@theBTCMiningGuy Canaan (Nasdaq:CAN) appears to be attempting to get out of the PRC tag. Their HQ I believe is now in Singapore"
[X Link](https://x.com/Libre_Wokebust/status/1769108277848064353) 2024-03-16T21:07Z [---] followers, [---] engagements
"@theBTCMiningGuy re: ASICs / BTDR . might join the ASIC space (4nm design) . would make them vertically integrated I saw their design (in the PR) somewhat less efficient than the S21/T21 Bitmain designs around 18J"
[X Link](https://x.com/Libre_Wokebust/status/1769109954491777217) 2024-03-16T21:14Z [---] followers, [---] engagements
"@theBTCMiningGuy @D_plus__plus if you are a US resident you can dabble in $BTC related options unrelated to miners - BITO has options imho even LEAPs. US based friend of mine loved to sell PUTs on these and do a monthly rollover"
[X Link](https://x.com/Libre_Wokebust/status/1769116990130598042) 2024-03-16T21:42Z [---] followers, [---] engagements
"@theBTCMiningGuy @D_plus__plus BITO - is an ETF centered on BTC . FUTURES"
[X Link](https://x.com/Libre_Wokebust/status/1769117287175364784) 2024-03-16T21:43Z [---] followers, [--] engagements
"@theBTCMiningGuy @D_plus__plus And unlike ETFs into the physical market BITO has had options for a long time already . kudos to Fred Kruger (@dotkrueger) for mentioning BITO options here around"
[X Link](https://x.com/Libre_Wokebust/status/1769118049641050546) 2024-03-16T21:46Z [---] followers, [--] engagements
"@girls_bitcoin @theBTCMiningGuy Hmmm . I remember RIOT from that time (invested there myself back then with a nice gain) MARA was just setting up HIVE existed already and BITF HUT ARBK also were around if my memory works correctly"
[X Link](https://x.com/Libre_Wokebust/status/1769118712580251930) 2024-03-16T21:49Z [---] followers, [--] engagements
"@theBTCMiningGuy HODL . what about the "synthetic hoddle" idea that BITF uses"
[X Link](https://x.com/Libre_Wokebust/status/1769120660905693324) 2024-03-16T21:56Z [---] followers, [----] engagements
"@boomer_btc @PrestonPysh Very interesting discussion. Let me add some bullet points for future mining hardware "optimization" especially wrt commercial terms"
[X Link](https://x.com/Libre_Wokebust/status/1769583829914640648) 2024-03-18T04:37Z [----] followers, [--] engagements
"@boomer_btc @PrestonPysh 3) More POWER/PSU features - in some jurisdictions w. deregulated powe markets (e.g. Texas) miners right now earn high $$$ rebates if they shut-down during peak hours. Digital PSUs (with DAC features) would allow more fine-tuning of mining ops in such environments"
[X Link](https://x.com/Libre_Wokebust/status/1769585506021425471) 2024-03-18T04:43Z [----] followers, [--] engagements
"@Charge_Stack Interestingly revenue diversification via much more predictable HPC/AI streams might offer a financing alternative in the future - these (and the AI APUs) can be much more easier leveraged via targeted debt financings unlike volatile and hard to predict mining revenue"
[X Link](https://x.com/Libre_Wokebust/status/1773507235064271025) 2024-03-29T00:27Z [---] followers, [---] engagements
"@b_gabelle @UtherP3ndragon ach bitte. Die FP braucht ja gar nicht den kanzler zu stellen blo Sperrminoritt gegen Verfassungsmehrheit aus eigener Kraft und ich kann mich entspannt zurcklehnen"
[X Link](https://x.com/Libre_Wokebust/status/1780324508789780915) 2024-04-16T19:56Z [---] followers, [--] engagements
"@cazenove_uk @Core_Scientific @McnallieM @sebastian_ski @_Adam_Sullivan1 @BertrimFin Anthony - this is Incredible and VERY USEFUL for a miner esp. in the case of CORZ where a primary goal aside from Hashrate growth is to reduce indebtedness Kudos from Vienna/Austria and many thanks for all your astute analyses"
[X Link](https://x.com/Libre_Wokebust/status/1782243236804735271) 2024-04-22T03:01Z [---] followers, [---] engagements
"@Cyclonos Hamas-Greta Reemtsma-Luisa und bei uns Fr. Schilling . alles der gleiche "Typ" von (weibl.) Aktivisten"
[X Link](https://x.com/Libre_Wokebust/status/1787914978848100841) 2024-05-07T18:38Z [---] followers, [--] engagements
"@mawilms Sorry . nicht die "USA" sondern die Demokratische Partei und die BIDEN Administration haben Angst . vor dem Verlust der Whler ihres linken flgels ("The Squad" . AOC Tlaib etc.)"
[X Link](https://x.com/Libre_Wokebust/status/1788542627710656598) 2024-05-09T12:12Z [---] followers, [--] engagements
"@ArminPetschner Armin kein Problem . Vote for EDEN Dem Antisemitismus Islamismus & Greta "in your face". Sollte ISR den Song Contest gewinnen wre das eine frchterlichte Blamage fr den Links-Woken Mob und ein Gesichtsverlust obendrein"
[X Link](https://x.com/Libre_Wokebust/status/1788969392488820832) 2024-05-10T16:28Z [---] followers, [--] engagements
"@jcw_karlsruhe Die CDU/CSU sollte sich auf Ihre "Erfolgs-stories" besinnen: 1) BRGERLICHE Koalition ohne Rot und Grn in Bayern (mit neuen Partnern der brgerl. rechten Mitte wie die FW) 2) Koalition mit geschwchter SPD (Hessen)- erst attackieren / klein halten dann mit dem Rest koalieren"
[X Link](https://x.com/Libre_Wokebust/status/1789105604323164571) 2024-05-11T01:29Z [---] followers, [--] engagements
"@JMilei @LuisCaputoAR Bravo If this trend continues ARG will have lower inflation (incl. inflation expectations) than most aspiring countries and ultimately lower than Triade countries as well . right now biting on my lip having only bought YPF ADRs last december . I should have gone "all in""
[X Link](https://x.com/Libre_Wokebust/status/1789106527585923245) 2024-05-11T01:33Z [----] followers, [--] engagements
"@rosi_lux So problematisch Donald Trump auch sein mag - in diesem Punkt wird er als knftiger Prsident wohl hart durchgreifen"
[X Link](https://x.com/Libre_Wokebust/status/1789613701999259994) 2024-05-12T11:08Z [---] followers, [--] engagements
"Unity Intifada: The 'toolkit' behind pro-Palestine protests on US campuses via @timesofindia http://toi.in/9dZicb/a24gk http://toi.in/9dZicb/a24gk"
[X Link](https://x.com/Libre_Wokebust/status/1789700254998131002) 2024-05-12T16:52Z [---] followers, [--] engagements
"@cw_alexandra @isabelledaniel Wenn man Ihre Gedanken so weiterspinnt dann ist auch das "Andocken" von Ex-BK Kurz bei Peter Thiel's Palantir wohl eher kein Zufall. Eine weitere Dimension hat dieser move ganz offensichtlich. Clever "
[X Link](https://x.com/Libre_Wokebust/status/1789742603518300455) 2024-05-12T19:41Z [---] followers, [--] engagements
"@viennasky Wobei vielen Libertr gesinnten Draghi 10x lieber ist. In unserer Bubble ist "Goldman Sachs" durchaus eine Auszeichnung. @JMilei hat hnlichen Hintergrund. Ein "Lieferkettengesetz" htte es mit Draghi NICHT gegeben. FdL hingegen fungierte als verlngerter Arm von "Mutti Merkel""
[X Link](https://x.com/Libre_Wokebust/status/1789852932621422776) 2024-05-13T02:59Z [---] followers, [--] engagements
"@jcw_karlsruhe "Ganz Unten" . da gab's doch mal eine berhmte Doku von und mit Gnter Wallraff - die hie doch so hnlich "
[X Link](https://x.com/Libre_Wokebust/status/1790108425541636324) 2024-05-13T19:54Z [---] followers, [--] engagements
"@BancoCentral_AR Wow yet another reduction in interest rates - TNA/TEA now both below 50%"
[X Link](https://x.com/Libre_Wokebust/status/1790849608979018152) 2024-05-15T20:59Z [---] followers, [---] engagements
"@Charge_Stack I might want to add that unlike CLSK IREN has specific expertise in handling POWER DENSE APPLICATIONS: their data-centers can be repurposed for other use-cases. IREN has invested into more GENERALIZED ASSETS with higher terminal value at minimum incremental cost"
[X Link](https://x.com/Libre_Wokebust/status/1790977525796995328) 2024-05-16T05:28Z [---] followers, [---] engagements
"@FransBakker9812 @Charge_Stack Listen to the CC - the ATM is at their discretion. With the debt capacity that their new HPC/AI side brings and montezation avenus for high-power-dense Data Center infrastructure they might be able to keep dilution minimal at this point in the cycle"
[X Link](https://x.com/Libre_Wokebust/status/1790977890638565465) 2024-05-16T05:29Z [---] followers, [--] engagements
"@Charge_Stack $CLSK $CORZ $IREN $WULF $BITF $BTDR are my favourites. Facilities based smallcap $DGHI I also like - the latter one is avoiding ATM-induced dilution like no other. $CAN is interesting - not just a maker of miners but also a full CPU play in its own right (RISC-V arch )"
[X Link](https://x.com/Libre_Wokebust/status/1791572977269559526) 2024-05-17T20:54Z [---] followers, [---] engagements
"@Charge_Stack @irisenergyco Dual-Track plays (HPC/AI and $BTC) are better because esp. mining $BTC is not well amenable to debt financings with its volatility. However the stability of HPC/AI revenue allows you to reduce firm CF volatility and optimize cost of cap. for the ENTIRE company (see CAPM)"
[X Link](https://x.com/Libre_Wokebust/status/1791579987046461945) 2024-05-17T21:22Z [---] followers, [--] engagements
"@mikealfred Mike quite the contrary - I think these are the best plays in the sector - CORZ IREN WULF and in the future BTDR also. Interestingly CLSK BITF and MARA do not seem to be in the boat here"
[X Link](https://x.com/Libre_Wokebust/status/1792631336051655048) 2024-05-20T18:59Z [---] followers, [---] engagements
"@zeevrosenberg Sollte Trump ein weiteres mal Prsident werden freue ich mich schon auf seine "Neubewertung" des Verhltnisses der USA zu so manchen "supranationalen Institutionen" allen voran UNO und WHO. Und das ohne besonderer Freund von ihm zu sein"
[X Link](https://x.com/Libre_Wokebust/status/1792723321810776511) 2024-05-21T01:05Z [---] followers, [--] engagements
"@b_gabelle Sollte Trump wieder Prsident werden ist zumindest Gaza-Freund Gutterez als UNO-Chef bald Geschichte und diverse "Organisationen" dort mit Hamas-Affinitt wie das UNWRA bekommen keine US-Gelder mehr. Die EU sollte dasselbe tun. Warum bitte sollen wir den Islamismus finanzieren"
[X Link](https://x.com/Libre_Wokebust/status/1792724798210257247) 2024-05-21T01:11Z [---] followers, [--] engagements
"@BowTiedMara Let's "bring it on". It won'T end well for the krypto-commies in Spain. His reign is almost OVER. His majority in the Spanish "cortez" I think is just a few seats. @JMilei is correct - all others unite against the woke-left socialists"
[X Link](https://x.com/Libre_Wokebust/status/1792741629524398512) 2024-05-21T02:18Z [---] followers, [---] engagements
"@visegrad24 NOR right now has a left wing shill government with commies among ruling parties. No need to explain. The next center-right government in Norway will most probably DE-RECOGNIZE "Palestine""
[X Link](https://x.com/Libre_Wokebust/status/1793190832599617595) 2024-05-22T08:03Z [---] followers, [---] engagements
"@steffan_nethe Ach bitte . NIEMAND braucht den KLIMAWAHN Das Klima ist sich selbst genug. #GruenerMist"
[X Link](https://x.com/Libre_Wokebust/status/1793313693905637513) 2024-05-22T16:11Z [---] followers, [--] engagements
"@PaulBPrager @Charge_Stack Cost to mine one $BTC around $40K post halving at $WULF . ver nice. Very few miners will do better other than $WULF $CLSK $CORZ and $IREN here"
[X Link](https://x.com/Libre_Wokebust/status/1793630602266366251) 2024-05-23T13:10Z [---] followers, [---] engagements
"@mikealfred I don't know why these bozos always have/want to be "market neutral". In the eocnomy there's something called production possibility frontier which tends to expand. This is called GROWTH. The world economy isn't STAGNANT it's DYNAMIC. Market neutral positioning is counterfactual"
[X Link](https://x.com/Libre_Wokebust/status/1793670460678471910) 2024-05-23T15:48Z [---] followers, [--] engagements
"@Politprimat @Hannes_Swoboda Die Anerkennung "Palstinas" belohnt die HAMAS fr ihren Terror. "HErzlichen Dank" Hr. Swoboda. Glcklicherweise entsorgt sich der EU-Sozialismus bald selbst"
[X Link](https://x.com/Libre_Wokebust/status/1793688531053027713) 2024-05-23T17:00Z [---] followers, [--] engagements
"@d_b_175 @visegrad24 @Yolanda_Diaz_ Nov PP and even more so VOX do not share the Spanish Left's enthusiasm for Hamas and "Palestine""
[X Link](https://x.com/Libre_Wokebust/status/1793779607620952406) 2024-05-23T23:02Z [---] followers, [--] engagements
"@Charge_Stack Dual track (HPC/AI etc) plays I like best (apart from pure play CLSK) simply because they will be able to forego ATM offerings in the future. Cost of capital is much lower with manageable debt from asset based lending on AI chips and HPC/AI contracts instead of equity"
[X Link](https://x.com/Libre_Wokebust/status/1793801956139409702) 2024-05-24T00:31Z [---] followers, [---] engagements
"@_donalphonso Solche Existenzen BLOCKE und MUTE ich aus meiner timeline. Ich freue mich immer wenn derartige Links-Woke "Medien" die Tren schlieen und sich vom ganzen "Ballast" trennen mssen. Get Woke - Go Broke"
[X Link](https://x.com/Libre_Wokebust/status/1793802181306458610) 2024-05-24T00:32Z [---] followers, [--] engagements
"@Bubblebathgirl IF she supports Gaza and HAmas so much why is she still inside the USA"
[X Link](https://x.com/Libre_Wokebust/status/1793828898532171817) 2024-05-24T02:18Z [---] followers, [--] engagements
"@cityamfenster @berg_ruft Fr derartiges braucht man idR eine 2/3 Mehrheit hier bei uns in . NAch der nr-Wahl kommt die FP auf knapp 1/3 der mandate od darueber. dann sind verfassungsmehrheiten fr linkslinke Begehrlichkeiten in weite Ferne gerckt. Wer dann Kanzler wird ist rel. egal "
[X Link](https://x.com/Libre_Wokebust/status/1794330276694491395) 2024-05-25T11:30Z [---] followers, [--] engagements
"@MichaelAArouet Yes but in case of a bank failure a deposit (giro-cash) is wiped out above the statutory guaranteed amount. Buying govt' bonds in a segregated (non-margin) account protects your fortune from a bank failure. This is an aspect often overlooked. You could however as well buy stocks"
[X Link](https://x.com/Libre_Wokebust/status/1796088018547118400) 2024-05-30T07:55Z [---] followers, [--] engagements
"@PeterSweden7 Absolutely if they are ILLEGALLY in Sweden association with gangs should be enough to "earn" a deportation"
[X Link](https://x.com/Libre_Wokebust/status/1796089981812748687) 2024-05-30T08:03Z [---] followers, [--] engagements
"@timesofindia @prasadaditi Here's a link to most of the exit polls. Note that [--] major pollsters have the NDA above [---] seats in the Lok Sabha https://www.indiatoday.in/ https://www.indiatoday.in/"
[X Link](https://x.com/Libre_Wokebust/status/1796957739073061289) 2024-06-01T17:31Z [---] followers, [---] engagements
"@BernieSanders I don't care whether a commie like you attends PM Netanyahu's reception or not. You are the problem in this room not the Israli PM"
[X Link](https://x.com/Libre_Wokebust/status/1797080898652819813) 2024-06-02T01:40Z [---] followers, [--] engagements
"@PaspaPetra @apollo_news_de Was passiert eigentlich wenn sich EU-Gremien lngere Zeit nicht einigen knnen auf den nchsten Prsidenten und das dann bis nach der BTW dauert. Wer hat DANN das Vorschlagsrecht Eine neue parlamentarische Mehrheit"
[X Link](https://x.com/Libre_Wokebust/status/1797203672729821491) 2024-06-02T09:48Z [---] followers, [--] engagements
"@PaspaPetra @apollo_news_de Mal sehen ulkig wre es in jedem Falle knnten die sich NICHT einigen bis nach der BTW"
[X Link](https://x.com/Libre_Wokebust/status/1797211103249732045) 2024-06-02T10:18Z [---] followers, [--] engagements
"@GuntherSchnabl Vermont ist doch die Operationsbasis von Commie "Bernie Sanders". Kein Wunder. Der Supreme Court wird das schon erledigen und Sanders und seine Kommunisten schluendlich leer ausgehen"
[X Link](https://x.com/Libre_Wokebust/status/1797239821104042406) 2024-06-02T12:12Z [---] followers, [--] engagements
"@CSchwenniger @FHollwarth Ich kann beruhigen - die EU Umfragen werte die KOS m.E. viel zu hoch legt man die aktuellen Umfragen der kos fr nationale Parlamente der EU-Staaten zugrunde dann verlieren die Grnkommunisten mehr als 50% ihrer EU-Abgeordneten"
[X Link](https://x.com/Libre_Wokebust/status/1797349761881661935) 2024-06-02T19:29Z [---] followers, [--] engagements
"@CSchwenniger @FHollwarth Und selbst bei den nationalen Urnengngen waren die Umfragen fr die Grnen zu positiv z.B. vor kurzem in Luxembourg - da haben die Klimaflagellanten ber 50% ihrer Stimmen u Mandate eingebt Umfragen gingen von -20% aus "
[X Link](https://x.com/Libre_Wokebust/status/1797350016534655444) 2024-06-02T19:30Z [---] followers, [--] engagements
"@Core_Scientific @CoreWeave Big thanks to @_Adam_Sullivan1 and $CORZ entire management team for pulling this COMPANY CHANGING transformation off. I've been a big believer in many firms' "hybrid" $Crypto/AI/HPC approaches. all the best from Vienna/Austira WB"
[X Link](https://x.com/Libre_Wokebust/status/1797942243380392129) 2024-06-04T10:43Z [---] followers, [---] engagements
"@Core_Scientific @CoreWeave Another very welcome development here is that these nice future HPC/AI revenue streams will open cheap debt financing on two fronts (asset backed GPU lending + cashflow as collateral)"
[X Link](https://x.com/Libre_Wokebust/status/1797942638215303302) 2024-06-04T10:45Z [---] followers, [---] engagements
"@Core_Scientific @CoreWeave I urge management to MINIMIZE dilution to existing shareholders by attempting to repurchase trading convertible equipment debt as long as it's cheap"
[X Link](https://x.com/Libre_Wokebust/status/1797942831199428817) 2024-06-04T10:45Z [---] followers, [--] engagements
"@theBTCMiningGuy @Core_Scientific @CoreWeave @_Adam_Sullivan1 Wonderful news. Having landed many successes with such trades in the post [----] market I always look into prospective Chapter [--] and spinoeff/refi situations (eg. IPHS) esp. post reorg. Today's news vindicates the investment thesis here pointing out MULTIBAGGER potential imho"
[X Link](https://x.com/Libre_Wokebust/status/1797943681858875824) 2024-06-04T10:49Z [---] followers, [--] engagements
"@Charge_Stack @BKnight221 If you really delve deeply into the CCs and presentation audio Q&A parts and you compare IRENs statements with CORZ Q&A and today's PR/slide deck you see a big difference in their respective go-to-market strategy wrt. cloud_AI/HPC"
[X Link](https://x.com/Libre_Wokebust/status/1798132188678090964) 2024-06-04T23:18Z [---] followers, [--] engagements
"@Charge_Stack @BKnight221 2) $IREN instead appears to be willing to up-front finance AI-xPUs (now Nvidia). I read they even are developing a fine-granularity interface to rent out cloud_AI servce on a per hour / per xPU fashion"
[X Link](https://x.com/Libre_Wokebust/status/1798133199480275311) 2024-06-04T23:22Z [---] followers, [---] engagements
"@GhzResearch However for $CORZ I fully understand why - coming out of Chapter [--] with a significant debt load - they choose the "capital light" road to monetize their datacenter / HPC strategy"
[X Link](https://x.com/Libre_Wokebust/status/1798135089894686838) 2024-06-04T23:29Z [---] followers, [---] engagements
"@Charge_Stack $CLSK is the only "traditional" $BTC miner remaining in my folio. Stellar execution is attractive Almost all my other bets in this space are with dual-track HPC/AI Crypto plays "
[X Link](https://x.com/Libre_Wokebust/status/1798796478150004795) 2024-06-06T19:17Z [---] followers, [---] engagements
"@IREN_Ltd Big congrats to management an all involved with @IREN_Ltd. Very happy shareholder here. best to you from Vienna/Austria"
[X Link](https://x.com/Libre_Wokebust/status/1798799980310024241) 2024-06-06T19:31Z [---] followers, [--] engagements
"@danroberts0101 In the future maybe re-incorporation in a more tax-friendly jursidiction should be considered. Many $BTC miners ($BTDR) have their HQ in such zones. Also it may pay off to structure the HW-infrastructure part of IREN as a "datacenter REIT" allowing taxfree US distributions"
[X Link](https://x.com/Libre_Wokebust/status/1798801792891015635) 2024-06-06T19:39Z [---] followers, [--] engagements
"@Charge_Stack Just forgot that $BTDR is also such a "dual track" HPC/$Crypto miner. Also has an inhouse ASIC design team. Recentl $100m PLACEMENT (not ATM ) and an acquisition of another ASIC mining design shop for $140m. This bizmodel promises much less dilution than plain vanilla miners"
[X Link](https://x.com/Libre_Wokebust/status/1798802615846809747) 2024-06-06T19:42Z [---] followers, [--] engagements
"@Core_Scientific @CoreWeave Wonderful and transformational news @_Adam_Sullivan1. Going forward you might want to explore (partially ) a REIT structure for the datacenter/RE angle of your business. This allows taxfree US distributions and data REITs usually carry a huge market premium A very happy shldr"
[X Link](https://x.com/Libre_Wokebust/status/1798810320854712574) 2024-06-06T20:12Z [---] followers, [--] engagements
"@FHMaverick Der nchste kon. Schwachsinn der Koalition. Wo ist der wirtschaftliche Sachverstand bei TRKIS Und ich sage das obwohl ich bei der EU Wahl EVP whlen werde. Was haben wir als Steuerzahler von derartigen knftigen Subventionsgrbern Potentiell wieder ein Fa ohne Boden"
[X Link](https://x.com/Libre_Wokebust/status/1799090529302364505) 2024-06-07T14:46Z [---] followers, [--] engagements
"@cazenove_uk @sebastian_ski @McnallieM @powermining_BTC @Charge_Stack @theBTCMiningGuy @SATO_Compute @GryphonMining @SolunaHoldings @dmgblockchain Big Thanks for all the coverage. almost [--] hours but worth every minute. Learnt some new aspects b4 unkown to me. Among the smallcappers notable highlight of $SLNH prompting me to do another round of DD over nite. This time could no longer pass "
[X Link](https://x.com/Libre_Wokebust/status/1799092001402388921) 2024-06-07T14:52Z [---] followers, [---] engagements
"@theBTCMiningGuy $IREN $CORZ $WULF I also have $CLSK but I do sense more upside over short to midterm on the three I mentioned"
[X Link](https://x.com/Libre_Wokebust/status/1799879403809182027) 2024-06-09T19:01Z [---] followers, [---] engagements
"@CSchwenniger Das ist so Nachkriegs-MIEF von "Ali Babler" - erinnert an Lebensmittelmarken und hnliche Mangelwirtschaft. Sozialismus macht am Ende Gter des tglichen Bedarfs knapp. Ein weiterer Grund bei der NRW diemal FP zu whlen - SPERRMINORITT gegen LINKE BEGEHRLICHKEITEN"
[X Link](https://x.com/Libre_Wokebust/status/1800802831231807819) 2024-06-12T08:10Z [---] followers, [--] engagements
"@Satoshifarmer88 @jay_21_ Me thinks it's a result of the absolute shortage and tightness in HPC/AI-supporting Datacenter capacity in the US (and elsewhere)"
[X Link](https://x.com/Libre_Wokebust/status/1800936272464314767) 2024-06-12T17:00Z [---] followers, [--] engagements
"@mikealfred HIVE . maybe the issue is Frank Holmes at the helm Not really sure "
[X Link](https://x.com/Libre_Wokebust/status/1801402940957061506) 2024-06-13T23:55Z [---] followers, [---] engagements
"@CBGSpender Keinen Cent fr die Covid-Jakobiner von mir"
[X Link](https://x.com/Libre_Wokebust/status/1801974786731471012) 2024-06-15T13:47Z [---] followers, [--] engagements
"@viennasky Da haben sich wohl einige Konzerne vom NGO Komplex kooptieren lassen. Manche halten das auch fr etwaige "gute publicity". Nun manchen im Handel (Otto Versand BRD) und bei Markenartiklern (InBev - Bud Light Belgien) ist das Lachen bereits vergangen Go Woke - Go Broke"
[X Link](https://x.com/Libre_Wokebust/status/1803585425874821389) 2024-06-20T00:27Z [---] followers, [--] engagements
"@MarcusPretzell Diese Spielchen kennen wir ja. Mich hat diese von der Mail aufgestellte Behauptung zunchst ziemlich irritiert - Farage ist ja in der Vergangenheit nie als Putin-Freund aufgefallen er gilt auch als ziemlicher Freund der NATO (auch als US-UK gegengewicht zur EU in Europa )"
[X Link](https://x.com/Libre_Wokebust/status/1805010663527321901) 2024-06-23T22:50Z [---] followers, [--] engagements
"@Charge_Stack @SolunaHoldings @HPE There is also a preferred trading $SLNHP 9% CUMULATIVE () series A pref. Par value is $25. 9% preferred dividend cumulative while still retaining all the capital gains potential (5-bagger from $5 level to $25+) should SLNHP be bought out or the preferred redeemed"
[X Link](https://x.com/Libre_Wokebust/status/1805703489458217051) 2024-06-25T20:43Z [---] followers, [---] engagements
"@Charge_Stack @bigsuey @Adrian_R_Morris That's 100% true. That REIT angle for datacenter plays could be something to watch - once the steady cashflow phase is reached. Valuations for Datacenter REITs if I remember it correctly are even higher than for non-REIT datacenter plays"
[X Link](https://x.com/Libre_Wokebust/status/1807410958546895238) 2024-06-30T13:48Z [---] followers, [---] engagements
"@sharpeyes @Charge_Stack @theBTCMiningGuy @bigsuey @Adrian_R_Morris Easily done once these datacenter plays reach the cashflow harvesting stage Until that harvesting the depreciation expenses (during the facilities buildup) for taxloss purposes makes even more sense. REIT conversion thereafter "
[X Link](https://x.com/Libre_Wokebust/status/1807411369425158382) 2024-06-30T13:50Z [---] followers, [--] engagements
"@Doblerin Anthony Blinken ist wohl einer der wenigen bei den Demokraten auf den das zutrifft. Wird man ihn auf's SChild heben Ich zweifle stark daran. Wird wohl Donald Trump #2. So schlecht war seine erste Amtszeit auch wieder nicht"
[X Link](https://x.com/Libre_Wokebust/status/1807563805674569774) 2024-06-30T23:56Z [---] followers, [--] engagements
"@Gematherium @chr_hofer https://www.wsj.com/articles/america-depends-on-presidential-immunity-supreme-court-decision-trump-charges-c163ae81 https://www.wsj.com/articles/america-depends-on-presidential-immunity-supreme-court-decision-trump-charges-c163ae81"
[X Link](https://x.com/Libre_Wokebust/status/1808074928706482227) 2024-07-02T09:47Z [---] followers, [--] engagements
"@Charge_Stack The problem with the "pure play" model is the timing. As $BTC is a crypto currency with a HALVING mechanisms those companies are fighting a diminishing cake of a LIMITED size. Whereas the "cake" of HPC/AI and even of Ether Staking is potentially UNLIMITED"
[X Link](https://x.com/Libre_Wokebust/status/1808134644035977415) 2024-07-02T13:44Z [---] followers, [--] engagements
"@Charge_Stack the major US exchange listed "pure play" miners should have been at [--] EH/s and above [--] halvings ago - then these massive investments would have made more sense. Now it's a "vulture" game. The only remaining pure play in my folios today is $CLSK "
[X Link](https://x.com/Libre_Wokebust/status/1808135131309146277) 2024-07-02T13:46Z [---] followers, [--] engagements
"@MichaelAArouet That time (beyond 2009) I bought "fixed income" substitutes . especially "underwater" CEVs which carried a "perceived risk" discount . preferred CEVs REIT CEVs MLP & midstream CEVs. As market volatility subsided these underlying assets reverted nicely back to the mean"
[X Link](https://x.com/Libre_Wokebust/status/1808314446479036692) 2024-07-03T01:38Z [---] followers, [--] engagements
"Jared Golden (Centrist DEM ME-2): Dem Donald Trump is going to win the election and democracy will be just fine via @bangordailynews https://www.bangordailynews.com/2024/07/02/opinion/opinion-contributor/jared-golden-donald-trump-going-to-win-election-democracy-be-just-fine https://www.bangordailynews.com/2024/07/02/opinion/opinion-contributor/jared-golden-donald-trump-going-to-win-election-democracy-be-just-fine"
[X Link](https://x.com/Libre_Wokebust/status/1808445193193951538) 2024-07-03T10:18Z [---] followers, [--] engagements
"@SPdx35 @CryptoSlate If you love $ETH you should give $BTBT a look - it's basically for ETH what $MSTR is for $BTC. Plus they are debtfree and were the first miner to go the HPC/AI route. Recently their original customer increased its AI contract volume to $90m annually. And there will be many more"
[X Link](https://x.com/Libre_Wokebust/status/1809758784992022609) 2024-07-07T01:18Z [---] followers, [---] engagements
"@MarcusPretzell Eigenartig . sollte ARG durch @JMilei saniert werden und freie Konvertibilitt der Whrung wiederhergestellt. Fr wen wrden sich die Bewohner der Falkland/Malvinas Inseln entscheiden Fr ein linkes wokes Labour-Regime oder fr ein auf "Libertr" getrimmtes ARG von J. Milei"
[X Link](https://x.com/Libre_Wokebust/status/1810408397931753850) 2024-07-08T20:19Z [---] followers, [--] engagements
"Ben Shapiro the Rights Millennial Moses Builds Empire in Wilderness https://www.realclearpolitics.com/articles/2024/07/08/ben_shapiro_the_rights_millennial_moses_builds_empire_in_wilderness_151219.html https://www.realclearpolitics.com/articles/2024/07/08/ben_shapiro_the_rights_millennial_moses_builds_empire_in_wilderness_151219.html"
[X Link](https://x.com/Libre_Wokebust/status/1810833794372387246) 2024-07-10T00:29Z [---] followers, [--] engagements
"@DiegoFassnacht Diego Luxembourg fehlt in dieser Statistik"
[X Link](https://x.com/Libre_Wokebust/status/1811087229315334248) 2024-07-10T17:16Z [---] followers, [--] engagements
"@RitaPanahi IMHO the NURSING HOME is the more appropriate place for sleepy "Joe Brandon" than the WHITE HOUSE"
[X Link](https://x.com/Libre_Wokebust/status/1812791697471950954) 2024-07-15T10:09Z [---] followers, [--] engagements
"@kylenabecker Really odd. Joe Scarborough used to be a moderate Republican. All he does now is smearing Donald Trump"
[X Link](https://x.com/Libre_Wokebust/status/1812923329990566331) 2024-07-15T18:52Z [---] followers, [--] engagements
"@chr_hofer @palermojammer Fast alle anderen social networks haben ohnehin eine LinksLiberale Schlagseite "
[X Link](https://x.com/Libre_Wokebust/status/1813330011241558245) 2024-07-16T21:48Z [---] followers, [--] engagements
"@BasedBeffJezos Looks like the US was lucky to have the Fed Chairman Powell around instead of an "institutionalist machine" leadership like the ECB"
[X Link](https://x.com/Libre_Wokebust/status/1813338764116439368) 2024-07-16T22:23Z [---] followers, [--] engagements
"RNC Kick-Off: Trump Picks Vance Vanguard of the Right (Realclearpolitics): https://www.realclearpolitics.com/articles/2024/07/16/rnc_kick-off_with_vp_nom_vance_becomes_face_of_new_right__151275.html https://www.realclearpolitics.com/articles/2024/07/16/rnc_kick-off_with_vp_nom_vance_becomes_face_of_new_right__151275.html"
[X Link](https://x.com/Libre_Wokebust/status/1813459129576395044) 2024-07-17T06:22Z [---] followers, [--] engagements
"@CaitlinLong_ @SenLummis Wouldn't "reserve assets" like $BTC like Gold fit much better into the FED coffers than into the treasury especially due to its reserve characteristics with the idea to eventually HODL it forever In the treasury it'd be much exposed to admin. pressures of tax & spenders"
[X Link](https://x.com/Libre_Wokebust/status/1817559864349987323) 2024-07-28T13:56Z [---] followers, [--] engagements
"@CaitlinLong_ @SenLummis Months / weeks ago I read about the idea of putting $BTC on the FED balance sheet - and it made a lot of sense to me"
[X Link](https://x.com/Libre_Wokebust/status/1817560116452818967) 2024-07-28T13:57Z [---] followers, [--] engagements
"@_donalphonso Wem bis heute nicht klar gewesen sein sollte da US VP Kamala Harris eine linksauen positionierte woke Aktivistin vom linken "fringe" Rand der US DEMs ist dem ist eigentlich nicht zu helfen. In der Tat entspricht ihre Positionierung in vielen Bereichen den Deutschen GRNEN"
[X Link](https://x.com/Libre_Wokebust/status/1817830717419659470) 2024-07-29T07:53Z [---] followers, [--] engagements
"@elonmusk Elon pls. set up a search engine company powered by Grok. I'd love to cut over from "woke AI" based Google search "
[X Link](https://x.com/Libre_Wokebust/status/1817910360214483079) 2024-07-29T13:09Z [---] followers, [--] engagements
"@PeterSweden7 Not an error - it's deliberate MANIPULATION. Google is almost equally one-sided. I wished @elonmusk would finally spawn a search engine website powered by his non-woke AI named "Grok". Then I'd happily ditch Google search "service""
[X Link](https://x.com/Libre_Wokebust/status/1818060066773197022) 2024-07-29T23:04Z [---] followers, [--] engagements
"@TRobinsonNewEra @YvetteCooperMP The current Leftist Labour Government quickly turned into an INSULT to all Brits"
[X Link](https://x.com/Libre_Wokebust/status/1818411275916861485) 2024-07-30T22:20Z [---] followers, [--] engagements
"@elonmusk Pls. Mr. @elonmusk - give us your GROK powered search engine. I'd love to get rid off Google search with its left-wing bias in exchange for something useful"
[X Link](https://x.com/Libre_Wokebust/status/1818760217577844952) 2024-07-31T21:26Z [---] followers, [--] engagements
"@PaulHook_em @TRobinsonNewEra That's what the Brits get when they vote Left Wingers like "LABOUR" or the "GREENS" into power"
[X Link](https://x.com/Libre_Wokebust/status/1818773592718581808) 2024-07-31T22:19Z [---] followers, [--] engagements
"@wideawake_media I welcome a future President TRUMP giving a middle finger to socialists (among all parties) and their ill-advised policies . I will get UGLY - particularly for EU-EUROPE"
[X Link](https://x.com/Libre_Wokebust/status/1819348501198721170) 2024-08-02T12:24Z [---] followers, [--] engagements
"@CortesSteve Looks like it's time to "transition" Kamala Harris' job description to "something else" "
[X Link](https://x.com/Libre_Wokebust/status/1819386266695209453) 2024-08-02T14:54Z [---] followers, [--] engagements
"@RNacional_News I remember the Blackwater Guy said: increase the bounty for Maduro and his top circle to $100m and WATCH WHAT HAPPENS"
[X Link](https://x.com/Libre_Wokebust/status/1819674820872712414) 2024-08-03T10:00Z [---] followers, [---] engagements
"@BasedBeffJezos This is fascinating to watch. Interesting that EUV uses mirrors. I remember from years ago that DUV litho used lenses instead and the problem there was a lense material to be compatible with Excimer Laser DUV wavelength need to be found. The industry then settled on CaF2 lenses"
[X Link](https://x.com/Libre_Wokebust/status/1821119978218869059) 2024-08-07T09:43Z [---] followers, [---] engagements
"@Klaus_Arminius These are just COMMIES. That's what you get when you vote "LABOUR" into power. #TwoTierKeir"
[X Link](https://x.com/Libre_Wokebust/status/1822008616313876714) 2024-08-09T20:34Z [----] followers, [---] engagements
"@Klaus_Arminius If this goes on Nigel Farage ist set to become UK Prime Minister in the not too distant future. IMHO Labour is clearly overplaying its hand - especially in its "heartlands". This is going to backfire"
[X Link](https://x.com/Libre_Wokebust/status/1822205355453038798) 2024-08-10T09:36Z [----] followers, [--] engagements
"@guenschl Rowan Atkinson (Mr. Bean) for UK Prime Minister"
[X Link](https://x.com/Libre_Wokebust/status/1822971174172704825) 2024-08-12T12:19Z [----] followers, [--] engagements
"@elicalebon Ms Elica. I sincerely hope that Iran will become a free country once again. Be it as a constitutional republic such as the US or Argentina or a constitutional monarchy"
[X Link](https://x.com/Libre_Wokebust/status/1823463715796406749) 2024-08-13T20:56Z [----] followers, [---] engagements
"@DrEliDavid @realDonaldTrump @elonmusk That happens when traditional "ivy-league" mainstream media (MSM) goes WOKE"
[X Link](https://x.com/Libre_Wokebust/status/1823499942649897189) 2024-08-13T23:20Z [----] followers, [--] engagements
"@boomnickle @secretsqrl123 Old Ukrainian town. Their "homeland" so to say. Actually destablizing Russia enough mit lead to a breakaway of ancient UKR regions (Bilhorod Kursk etc) now part of the RSFR. Look how popular the Putler is in towns there freed by the AFU - ppl. tearing down portraits of Putin"
[X Link](https://x.com/Libre_Wokebust/status/1824760240602001792) 2024-08-17T10:48Z [----] followers, [--] engagements
"@_Adam_Sullivan1 Sir congrats on all achievements so far including refi with convertible debt. Of recent announcement the partnership with Block for NexGen miner supply appears to be not really followed by the markets yet highly significant for the entire $BTC sector - transformation potential"
[X Link](https://x.com/Libre_Wokebust/status/1824773480023212420) 2024-08-17T11:41Z [----] followers, [--] engagements
"@_Adam_Sullivan1 @boomer_btc in a podcast from earlier [----] espoused similar ideas: the rel. small market for $BTC miners needs to take intellectual cues from vast stable of enterprise computing & HW. The same optimizations (Formfactor cooling) might be applied to mining machines of the future"
[X Link](https://x.com/Libre_Wokebust/status/1824774311695036902) 2024-08-17T11:44Z [----] followers, [--] engagements
"@_Adam_Sullivan1 @boomer_btc Your recent Interview with @cazenove_uk also highlights a big logistic advantage of sourcing components (Hashbaords) instead of traditional "shoebox" sized miners. Looks like you are one of the leaders of the modularization of mining Hardware (apart from creating HPC/AI segment)"
[X Link](https://x.com/Libre_Wokebust/status/1824775775360344298) 2024-08-17T11:50Z [----] followers, [--] engagements
"@_Adam_Sullivan1 @boomer_btc @cazenove_uk All in all big congratz. All these moves have industry-changing potential. It will also allow miners using this strategy to capture more the industry's value going forward. Moreover it appears to be easing capex requirements for future upgrades of mining hardware"
[X Link](https://x.com/Libre_Wokebust/status/1824776145432178896) 2024-08-17T11:51Z [----] followers, [--] engagements
"@cazenove_uk @Core_Scientific @powermining_BTC @McnallieM @sebastian_ski @Umbisam @atradezcrypto @Charge_Stack @Freedom_By_40 @CyclesWithBach All other miners have ATM programs. in the case of CORZ there's only some warrants and the new convertible debt. These determine the MAXIMUM amount of shares. And chances are that they are redeeming the converts . WITH CASH. And who knows what will happen to the warrants"
[X Link](https://x.com/Libre_Wokebust/status/1825206471514034631) 2024-08-18T16:21Z [----] followers, [---] engagements
"@Core_Scientific @Reddit @_Adam_Sullivan1 Thanks - just asked a question regarding the warrants "
[X Link](https://x.com/Libre_Wokebust/status/1825215630175531424) 2024-08-18T16:58Z [----] followers, [--] engagements
"@cazenove_uk @Core_Scientific @powermining_BTC @McnallieM @sebastian_ski @Umbisam @atradezcrypto @Charge_Stack @Freedom_By_40 @CyclesWithBach I know but the warrants are freely trading. And nothing precludes a company to repurchase own warrants from excess cashflow. What's the point to issue shares at $6.81 (CORZW) when in fact the convertible issues shares at $11+"
[X Link](https://x.com/Libre_Wokebust/status/1825246655995601020) 2024-08-18T19:01Z [----] followers, [---] engagements
"@cazenove_uk @Core_Scientific @powermining_BTC @McnallieM @sebastian_ski @Umbisam @atradezcrypto @Charge_Stack @Freedom_By_40 @CyclesWithBach The only thing preventing this would be a restrictive covenant. Maybe from Chapter [--]. $CORZ seems to have gotten rid of most of these with the convertible debt deal"
[X Link](https://x.com/Libre_Wokebust/status/1825246956194541840) 2024-08-18T19:02Z [----] followers, [---] engagements
"@coolerkdawg @visegrad24 If I'm fed up with Woke EU Western-Europe I'd rather leave for Eastern Europe Southern Europe (after it turned even more towards the Right) or to LatAm countries. I'd feel inclined to go where the Political Islam isn't welcomed"
[X Link](https://x.com/Libre_Wokebust/status/1825654983808921621) 2024-08-19T22:04Z [----] followers, [---] engagements
"@officejjsmart Maybe it's STAY FIGHT & DIE in Kursk "
[X Link](https://x.com/Libre_Wokebust/status/1825668294357000678) 2024-08-19T22:56Z [----] followers, [--] engagements
"@ColbyBadhwar @MikeBaytown That guy - Jake S. is a holdover from the OBAMA administration. The Obama admin - together with the "Red-Tory" of Germany Merkel who denied UKR any western arms & ammo during their tenure. It's good that both are gone"
[X Link](https://x.com/Libre_Wokebust/status/1826362442735128749) 2024-08-21T20:55Z [----] followers, [---] engagements
"@Charge_Stack $MSTR isn'T paying much Interest on its debt to purchase $BTC. For $MARA it'S another matter. This "hodling" is nothing but stuffing you with an "inefficient portfolio" in an age where you can buy crypto ETFs and other leveraged products"
[X Link](https://x.com/Libre_Wokebust/status/1827685514335383669) 2024-08-25T12:32Z [----] followers, [---] engagements
"@noclador Thomas are you sure the pagers were tampered with these indicents not just a remotely inflicted short circuit of the Lithium batteries"
[X Link](https://x.com/Libre_Wokebust/status/1836065163218190470) 2024-09-17T15:30Z [----] followers, [---] engagements
"@Umbisam Datacenter plays (incl REITs) valuation is typcially multi-billion ($DLR $EQIX etc) even in the "traditional" non HPC datacenter vertical where much less power densities to the rack was required "
[X Link](https://x.com/Libre_Wokebust/status/1839246907727630815) 2024-09-26T10:13Z [----] followers, [--] engagements
"@WarMonitor3 To my knowledge the arms embargo on UKR was instigated by Obama (USA) and Merkel (GER). It was Donald Trump as president who sent the first batch of western-style advanced weaponry to UKR"
[X Link](https://x.com/Libre_Wokebust/status/1839274261808123925) 2024-09-26T12:02Z [----] followers, [--] engagements
"@amjadt25 To me it looks like the IDF will need to secure this safe "forward zone" by itself as both - UN and the Lebanese army have proven incapable of"
[X Link](https://x.com/Libre_Wokebust/status/1840837660874605020) 2024-09-30T19:34Z [----] followers, [---] engagements
"@megynkelly Here's a YT link to the Trump speech at Al Smith dinner [----] https://www.youtube.com/watchv=XI0MUoW28VE https://www.youtube.com/watchv=XI0MUoW28VE"
[X Link](https://x.com/Libre_Wokebust/status/1847243645457453117) 2024-10-18T11:49Z [----] followers, [--] engagements
"@Panopticon_KAS @micsolana @PirateWires The EU is just a "paper tiger". By scrapping the climate craze Trump will do the EU a big favour too - standalone they won't be able to carry through with their EU-socialist plans or EU-Europe will be destined to the crapper. Every EU K-streeter kowns this "
[X Link](https://x.com/Libre_Wokebust/status/1847436023535460448) 2024-10-19T00:34Z [----] followers, [--] engagements
"@Panopticon_KAS @micsolana @PirateWires Really looking forward to US RETALIATION. It's the only way to keep unelected EU-buerocrats in check. The EU used to be a nice club of free marketers - not anymore. With the "political union" they opened the gates to socialist hell "
[X Link](https://x.com/Libre_Wokebust/status/1847436538272940280) 2024-10-19T00:36Z [----] followers, [--] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd Note that $CORZ is ABSENT from this list. As post-BK their creditors would have hugely objected to the dilution from issuing shares (ATM or otherwise). With the "easy route" blocked the company had to resort to some genuine strategy (HPC/AI) which appears to be winning"
[X Link](https://x.com/Libre_Wokebust/status/1847821196588368126) 2024-10-20T02:04Z [----] followers, [---] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd Anthony many thanks for organizing the underlying data and getting your point across"
[X Link](https://x.com/Libre_Wokebust/status/1847821368856920387) 2024-10-20T02:05Z [----] followers, [--] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd That's one of the key aspectes of $CORZ which I liked to much: less dilution no ATM still coming out among the leading contenders. Going forward hosting and the HPC/AI route should offer more stable and bankable cashflow. Plus Datacenters & GPUs can also put as ABS collateral"
[X Link](https://x.com/Libre_Wokebust/status/1847821900346470547) 2024-10-20T02:07Z [----] followers, [---] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd Other miners/hosters with limited dilution (no ATM) are imho $MIGI (small miner hoster HPC/AI strategy) and $APLD (hoster sold some $BTC datacenters to $MARA concentrating on HPC/AI now)"
[X Link](https://x.com/Libre_Wokebust/status/1847822305633681816) 2024-10-20T02:09Z [----] followers, [---] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd Anthony I hear you. Btw - even CORZ had dilution but rather the "explicit" kind - convertible debt & warrants (conditional) were on the balance sheet on emergence from Chapter [--] so everyone knew ex-ante how their future capital structure would look like"
[X Link](https://x.com/Libre_Wokebust/status/1847988478652403965) 2024-10-20T13:09Z [----] followers, [--] engagements
"@1035_Capital $SLNHP on a tear right now briefly above $10. Common up a tad also. Something's clearly up over there at Soluna"
[X Link](https://x.com/Libre_Wokebust/status/1848409392758329777) 2024-10-21T17:01Z [----] followers, [---] engagements
"@MarinaMedvin Well a future President Trump ist going to CUT OFF THIS FINANCING for sure"
[X Link](https://x.com/Libre_Wokebust/status/1848441409260454396) 2024-10-21T19:09Z [----] followers, [--] engagements
"@MikeBenzCyber I hope a future President Trump will take note of such activities"
[X Link](https://x.com/Libre_Wokebust/status/1848829854566715727) 2024-10-22T20:52Z [----] followers, [--] engagements
"@bitcoinlove07 @1035_Capital that depends . hard to say. At the moment I do own both. The refi of the convertible and the Preferred B (not trading) is bullish for the remaining capital table: first SLNHP and later SLNH"
[X Link](https://x.com/Libre_Wokebust/status/1849964345217908934) 2024-10-26T00:00Z [----] followers, [---] engagements
"@elonmusk Like in almost ALL OTHER WESTERN COUNTRIES. I'm based in Vienna (Austria). Voting only for Austrian Citizens. No surprise the political Left wants to change this. Only in mayoral elections citizens of other EU countries (expats) living here can vote. PhotoID is ALWAYS required"
[X Link](https://x.com/Libre_Wokebust/status/1850115896376807503) 2024-10-26T10:02Z [----] followers, [--] engagements
"@iLoveJaneAdams @wideawake_media I hear you. Thankfully soon to be re-elected President Trump might produce a big change here and give the SILENT MAJORITY finally a VOICE"
[X Link](https://x.com/Libre_Wokebust/status/1850234204384346588) 2024-10-26T17:53Z [----] followers, [--] engagements
"@robbystarbuck The gone-woke US DEM party is going to RUE THE DAY when they decided to ditch sleepy Joe Brendon and put Kamala Harris on the top ticket. And rightly so. They just DESERVE To lose. Not just the presidency . EVERYTHING - all [--] branches of government"
[X Link](https://x.com/Libre_Wokebust/status/1850255979201405217) 2024-10-26T19:19Z [----] followers, [--] engagements
"@JackPosobiec Aha even Sleepy "Joe Brandon" seems to have got it . no chance ever that "Word Salad" Kamala will ever connect with the heneral public let alone Independent voters "
[X Link](https://x.com/Libre_Wokebust/status/1850361475455447518) 2024-10-27T02:18Z [----] followers, [--] engagements
"@jreichelt Wie es aussieht scheitert die DEM-Kampagne Kamala Harris ohne Primary ins Amt zu hieven gerade grandios. Bottom up data zu Early voting Trends siehe hier: @Peoples_Pundit @EricLDaugh @DataRepublican"
[X Link](https://x.com/Libre_Wokebust/status/1850823362177613936) 2024-10-28T08:54Z [----] followers, [---] engagements
"@MaMoMVPY Bottom line: I think a GOP presidency will just keep the current FED chair in place - after all didn't Trump pick Jerome Powell himself back then He will certainly consult with Jamie Dimon and others on this matter"
[X Link](https://x.com/Libre_Wokebust/status/1850824951768527266) 2024-10-28T09:00Z [----] followers, [--] engagements
"@gatewaypundit 100% d'accord. I read such an VHF/UHF airwaves auction could net $200-500bn to pay down the debt and could also put pricey spectrum to BETTER USE than outdated terrestrial TV. I wonder to what extent ABC and MSNBC depend on this spectrum. Would they find themselves in BK"
[X Link](https://x.com/Libre_Wokebust/status/1850875460898488615) 2024-10-28T12:21Z [----] followers, [--] engagements
"@AntiLeftMemes @PeterSweden7 It will get FUNNY once President TRUMP is elected and sworn is. He already nailed some jabs at PM "Dual justice" Keir and his joke of a secretary of state"
[X Link](https://x.com/Libre_Wokebust/status/1850926105353474164) 2024-10-28T15:42Z [----] followers, [--] engagements
"@danroberts0101 @nvidia Sir - wonderful. But PLEASE in all the world STOP the ATMs. Pls. take a cue from $CORZ $WULF and $APLD and issue a CONVERTIBLE to take care of your mid term financing needs. This will produce LESS DILUTION than utilizing ATMs - especially if you do it like $WULF"
[X Link](https://x.com/Libre_Wokebust/status/1850929730213847182) 2024-10-28T15:56Z [----] followers, [---] engagements
"@JewishWarrior13 It may be prudent not to listen to "them DEMs". A future President Trump may be able to offer much improved terms to Israel"
[X Link](https://x.com/Libre_Wokebust/status/1850930147438027251) 2024-10-28T15:58Z [----] followers, [--] engagements
"@Umbisam $IREN should finally DITCH their ATM funding strategy and do a CONVERTIBLE offering like $CORZ and $WULF maybe even partially buying back common with the proceeds"
[X Link](https://x.com/Libre_Wokebust/status/1850947657080193284) 2024-10-28T17:08Z [---] followers, [---] engagements
"@Umbisam buyback isn't prime. Getting RID' of ATM is. Using a convertible financing MINIMIZES dilution. $IREN needs to get a cue from $CORZ and $WULF. Dilution matters. In this environment - it's important to MINIMIZE it"
[X Link](https://x.com/Libre_Wokebust/status/1850949885693923393) 2024-10-28T17:16Z [----] followers, [---] engagements
"@Umbisam Actually $WULF did something additionally to the buyback to minimize dilution - they were buying an "embedded" long term call option (like a LEAP). That's really INGENIOUS and I LAUD Paul Praeger and the rest of $WULF team for the move"
[X Link](https://x.com/Libre_Wokebust/status/1850950635769708944) 2024-10-28T17:19Z [----] followers, [---] engagements
"@GridUnder I am and have a nice position. Valuation of $APLD is still decent . same HPC/AI strategy as $CORZ $WULF and others. I read that NVIDIA took part in their most recent financing round"
[X Link](https://x.com/Libre_Wokebust/status/1850986473664725388) 2024-10-28T19:42Z [----] followers, [---] engagements
"@CollinRugg Wonderful to hear Jeff Bezos attempting to transform his outfit of LEFT-WING ACTIVISM back into one of JOURNALISM once again"
[X Link](https://x.com/Libre_Wokebust/status/1851170071139283071) 2024-10-29T07:51Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Libre_Wokebust Libertarian Leaning WokebusterKawasaki Heavy (7012.T) has been gaining attention for its gas turbine business, particularly in providing backup power for datacenters. It's considered an attractive player in the market, with some calling it the cheapest credible option. The company is seen as a major player in the industry, competing with others like GE Vernova.
Social category influence countries finance celebrities stocks technology brands cryptocurrencies us election currencies travel destinations social networks
Social topic influence elon musk, und, japan, das, ich, debt, $corz, realdonaldtrump, dems, $iren
Top accounts mentioned or mentioned by @elonmusk @thebtcminingguy @chargestack @leroygroffier @realdonaldtrump @realtrumpnewsx @jmilei @cazenoveuk @umbisam @corescientific @mikealfred @datarepublican @sbetschinger @bowtiedmara @peoplespundit @jdvance @adamsullivan1 @boomerbtc @mcnalliem @doge
Top assets mentioned Core Scientific, Inc. Common Stock (CORZ) Iris Energy Limited (IREN) TeraWulf Inc. (WULF) Bitcoin (BTC) DigitalBridge Group, Inc. (DBRG) CLEANSPARK INC (CLSK) Dogecoin (DOGE) IBM (IBM) GrokCoin (GROKCOIN) Alphabet Inc Class A (GOOGL) GE Vernova Inc. (GEV) Bitdeer Technologies Group (BTDR) Riot Platforms, Inc. (RIOT) Applied Digital Corp. (APLD) Elbit Systems Ltd (ESLT) Synaptics Inc (SYNA)
Top posts by engagements in the last [--] hours
"@dotkrueger As market equilibria are determined "at the margin" the question how do these net inflow into these Bitcoin ETFs match up with total Bitcoin mined (per day / per year) b4 and after the halving How much of the newly mined BTC will be siphoned off by the ETF space"
X Link 2024-01-11T22:42Z [---] followers, [--] engagements
"@SBetschinger Das kann ich unterstreichen bei meinen krzlichen Recherchen zum Thema APUs (AI friendly xPUs). Auch dort hat IBM offensichtlich einige "Eisen" im Feuer. Daneben gibt's noch TDK (JApan) mit "TDK Ventures" "
X Link 2024-01-30T21:21Z [--] followers, [--] engagements
"@SBetschinger IBM Valuation: EV/R von [---] nicht gerade wenig aber auch nicht gerade extrem EV/EBITDA bei ca. [--] - bei GM (Gross margin) 50% wre das schon ok. Fr einen Hardware-Erzeuger wr's viel aber IBM ist lngst nicht mehr das. AI offenbar nicht eingepreist"
X Link 2024-01-30T21:24Z [--] followers, [--] engagements
"@SBetschinger TDK ist noch gnstiger als IBM . Einige der Investments ihres "venture Arms" haben einen AI Bezug"
X Link 2024-01-30T21:25Z [--] followers, [--] engagements
"@HSteiner05 Ich mute mir krzlich derartige Items (Alibaba) zu Bekannten im europ. Ausland senden lassen die haben es mir dann weitergeleitet. Hngt glaube ich mict Verpackungs-VO zusammen und was die Grnen (Gewessler ) hierzulande daraus gemacht haben"
X Link 2024-02-05T09:58Z [---] followers, [--] engagements
"@SBetschinger SMC ist einer der besten Systemintegratoren der Computing Branche (frher oft "Boxmaker" genannt). Auf einer Stufe mit Dell m.E. weit vor Lenovo HPE oder Fujitsu. Auch Kundenfreundlich - fremde Hardware bei Servern wird meist nicht ausgesperrt (fragen Sie Ihren IT Techniker)"
X Link 2024-02-06T09:12Z [---] followers, [--] engagements
"@SBetschinger Chipsatz Anbieter sind z.B. Firmen wie: Intel AMD Broadcom Qualcomm (nun bei Broadcom ) Realtek Samsung Hynix SIS Mediatek ua"
X Link 2024-02-06T10:00Z [---] followers, [--] engagements
"@Baerjew @Walttheold2 LAteinamerika Uruguay fllt mir da ein "
X Link 2024-02-06T23:26Z [---] followers, [--] engagements
"@BirnstinglausRo Fr die UKR ist Bidens Zustand sogar potentiell hchst problematisch heit es doch linke Dems wollen Michelle Obama aus dem Hut zaubern. Ihr Mann hat seinerzeit gemeinsam mit Merkel die Ukraine wie eine heie Kartoffel fallen gelassen. Erste Waffen hat dann Trump geliefert"
X Link 2024-02-09T20:36Z [---] followers, [--] engagements
"@SBetschinger Simon INTC und IBM sind beide noch sehr akzeptabel bewertet - vor allem im Vergleich EV/R und EV/EBITDA mit Konkurrenten. Bei INTC vergessen viele da sie mit RISC-V bei einer extrem zukunftsfhigen RISC-Architektur mit an Bord sind die ARM wohl paroli bieten kann #RISC-V"
X Link 2024-02-14T09:48Z [---] followers, [--] engagements
"@SBetschinger re: INTC / IBM zum RISC-V "ecosystem" gibt's einen guten Wikipedia Eintrag. Ist im Prinzip eine Kampfansage an ARM Chips "
X Link 2024-02-14T13:11Z [---] followers, [--] engagements
"@BritishHodl all 100% true - and on top of this: the return from this "asset class" is largely UNCORRELATED to almost all other "traditional assets" (equities preferreds REITs etc.)"
X Link 2024-02-15T00:58Z [---] followers, [---] engagements
"@theBTCMiningGuy Looking at short positions of miners - it may be a result of ELOCs (Equity line of credit) or PIPEs - the providers of equity capital (often specialist hedge funds) shorting an offsetting position in the open market upfront"
X Link 2024-02-17T01:22Z [---] followers, [--] engagements
"@theBTCMiningGuy CORZ (Core Scientific) - imho motivated sellers (former creditors that got stocks in the Chapter-11 proceedings) are skewing the valuation comps"
X Link 2024-02-17T01:57Z [---] followers, [--] engagements
"@theBTCMiningGuy Future revenue diversification for miners - can ASICs for no longer competitive (legacy) miners be repurposed at a reasonable price for something useful Would make stranded assets less specific and more valuable"
X Link 2024-02-17T02:13Z [---] followers, [--] engagements
"@theBTCMiningGuy Infrastructure Plays for $BTC miners - a part of this angle might be why not move that $BTC Infrastructure into a REIT vehicle"
X Link 2024-02-17T02:20Z [---] followers, [--] engagements
"@theBTCMiningGuy Bottleneck for AI firms: APUs (like Nvidia) transformers Power Electronics (Power Semis )"
X Link 2024-02-17T02:24Z [---] followers, [--] engagements
"@BirnstinglausRo Maine wundert mich nicht - es gilt ja neben New Hampshire als der GOP am meiste zugeneigte New-England/Mid-Atlantic States"
X Link 2024-02-27T07:17Z [---] followers, [--] engagements
"@theBTCMiningGuy Actually those just behind the top tier - IREN WULF BITF HIVE appear to offer more upside than the top tier itself with imho the exception of CORZ which recently just emerged from Chapter-11. Mergers of firms with complementary assets should offer additional upside"
X Link 2024-02-27T20:50Z [---] followers, [--] engagements
"@JSeyff Goodness - $20bn moved into these assets and that's net of GBTC. And Q1 hasn't even closed. If this goes on all BTC related ETFs should end the year above $100bn in assets. Incredible"
X Link 2024-02-29T10:02Z [---] followers, [---] engagements
"@theBTCMiningGuy between these two I'd opt for $CLSK but that's my personal preference. In this stage imho FACILITIES COUNT and the expertise to manage them. MARA up to now has used mainly infrastructure hosted by others. Plus they announced yet another ATM program in the BILLIONS. go figure"
X Link 2024-03-02T18:09Z [---] followers, [---] engagements
"@PaspaPetra Endlich etwas VERNUNFT. Blo wo war die EVP als das alles beschlossen wurde Gegen die Interessen der EIGENEN Brger"
X Link 2024-03-02T18:13Z [---] followers, [--] engagements
"@theBTCMiningGuy CLSK did what successful investors in Railroads or Telecom facilities did - they bought distressed assets for cents on the original investment dollars (replacement costs ) and (re)developed them. In all these difficult network industries - this used to be a winning strategy"
X Link 2024-03-02T19:41Z [---] followers, [--] engagements
"@theBTCMiningGuy The nicest part about their expansion plans is that they have OPTIONS for miners - essentially fixing the price for new machines. So CLSK seems to have learnt a lot from mining firms bidding up the cost of ASIC machines during the last bullish cycle (around 2021-22)"
X Link 2024-03-03T02:09Z [---] followers, [--] engagements
"@BowTiedMara @Mohamadgoldcoin To my knowledge there were some denominations of Islam much more comparable to a secular western state of today than any christian empire of that time especially the Mut'azila - unfortunately for the entire world - now extinct"
X Link 2024-03-03T02:20Z [---] followers, [--] engagements
"@Mohamadgoldcoin @BowTiedMara Well certainly not the "entire" Muslim Spain. Some of these taifa fiefdoms were as theocratic as their catholic counterparts"
X Link 2024-03-03T02:35Z [---] followers, [--] engagements
"@Umbisam CLSK BITF IREN and a couple of others"
X Link 2024-03-04T02:01Z [---] followers, [--] engagements
"@theBTCMiningGuy Especially I wouldn't be willing to cough up TWICE the marketcap for the "leaky tank" that in the past didn't even own its facilities having relied mostly on hosting by others instead. Unlike miners infrastructure cannot be replicated so easily"
X Link 2024-03-04T14:51Z [---] followers, [--] engagements
"@theBTCMiningGuy That's why my own investment $$$ allocated to $BTC miners is in CLSK CORZ BITF WULF IREN HIVE BITD and to a tiny portion in DGHI (smallcap but facilities based tended to avoid dilution to the max)"
X Link 2024-03-04T14:54Z [---] followers, [--] engagements
"@kaeferboeck Der Staat als Wirkungsort BEAMTETER WICHTIGTUER So what Verndert das smartphone eben das "Gangbild" - es geht die OBrigkeit einen FEUCHTEN DRECK an"
X Link 2024-03-04T14:56Z [---] followers, [--] engagements
"@ryQuant @dotkrueger Same here - I think $BTC is a great ASSET but not a great currency. A currency shoudl be "NEUTRAL". Not appreciating. You would NEVER EVER take out a loan in such a scarce asset like $BTC to finance a business. To pay it back at [--] times the price Not really"
X Link 2024-03-05T00:15Z [---] followers, [--] engagements
"@ryQuant @dotkrueger Using such an asset instead of FIAT would guarantee HUGE DEFLATION in the conomy. There are times in world monetary history (under hard Gold standard) when supply was too tight to finance the ordinary growth of all economies (in the [--]. and early [--]. century)"
X Link 2024-03-05T00:16Z [---] followers, [--] engagements
"@jvs_btc CLSK BITF CORZ IREN WULF HIVE all look good imho - with multibagger potential. Also DGHI smallcapper that owns its infrastructure (). ANY is another smallcap miner that doesn't but with $30m mcap + recently obtained $10m in CORZ stock (post Ch11)"
X Link 2024-03-08T21:12Z [---] followers, [--] engagements
"@jvs_btc As a Gen-Xer and TMT investor since the mid 90ies I find the evolution of the $BTC mining universe somewhat similar to the evolution of competitive telecom - from resale/leased infrastructure to owning managing and controlling your own infrastructure thus your destiny"
X Link 2024-03-10T10:58Z [---] followers, [--] engagements
"@jvs_btc What is more the "major bottleneck" of miners appeared to change recently - in the last boom cycle of [----] - it used to be ASIC mining machines now miners smarted up and obtained fixed price options for incremental purchases - and INFRAstructure becoming the new bottleneck"
X Link 2024-03-10T11:00Z [----] followers, [--] engagements
"@jvs_btc $IREN seemingly built their datacenters with higher power density supporting architecture (co. presentation) - this would fit with @boomer_btc stipulation of nexGen $BTC ASICs power requirements converging onto those demanded by AI/HPC (recent podcast)"
X Link 2024-03-10T11:04Z [---] followers, [---] engagements
"@BowTiedMara Vice President Villarruel really seems to be a "tough Lady". This was a perfect manoever to put Kirchnerism and its inabilities in the spotlight"
X Link 2024-03-13T23:48Z [---] followers, [--] engagements
"@BillionSoon @Core_Scientific Read the fine print - most of the net loss in [----] were from costs associated with Chapter [--]. They should not be viewed as recurring. Next quarterly 10-Q (for 2024/Q1) should provide more clues about how to model their future statement of operations and cashflow bridges"
X Link 2024-03-14T03:01Z [---] followers, [--] engagements
"@BillionSoon @Core_Scientific From my own experience at investing in numerous Post Chapter-11 plays after the techstock crash (2002-2005 timeframe) the most important number of any firm in BK apparently are EBITDA and adjusted EBITDA"
X Link 2024-03-14T03:03Z [---] followers, [--] engagements
"@theBTCMiningGuy I would welcome it very much if miners used their $BTC positions for ABL (asset backed lending) to finance their capex instead of relying on ATMs (with its "feedback" loop structure)"
X Link 2024-03-16T01:03Z [---] followers, [--] engagements
"@theBTCMiningGuy The "synthetic HODL" of BITF might be an elegant way out of this dillemma I think "
X Link 2024-03-16T01:03Z [---] followers, [--] engagements
"@theBTCMiningGuy Thanks . others facilities oriented miners of note are BITF IREN WULF and CORZ. The latter two have higher debt levels however current $BTC pricing might allow them to pay these back much quicker and effectively re-rate their fortunes"
X Link 2024-03-16T01:07Z [---] followers, [--] engagements
"Joe Rogan: Elon Musk Buying Twitter Really Made A Turn In Our Culture For Free Speech"
X Link 2024-03-16T02:15Z [---] followers, [--] engagements
"Megyn Kelly: Don Lemon "Behaved Like An A**hole Who Was Not Grateful To Elon Musk For Resurrecting His Career""
X Link 2024-03-16T02:16Z [---] followers, [--] engagements
"@theBTCMiningGuy @GlennHarro @mikealfred Wonderful - pls. don't forget to ask whether "synthetic HODL" (a la BITF) might be seen as a good strategy to extract "principal" value of $BTC mined yet keep the upside intact. Also why is no miner currently using underwritten offerings instead of ATMs"
X Link 2024-03-16T03:34Z [---] followers, [--] engagements
"@Charge_Stack @Bitfarms_io Paraguay is a very MARKET FRIENDLY jurisdiction in LatAm. Not too much risk there imho"
X Link 2024-03-16T11:41Z [---] followers, [---] engagements
"@Charge_Stack @Bitfarms_io Well that can happen in the "Triade" countries too these days. There are indeed problematic jurisdictions in LatAm with regard to property rights but Paraguy imho was never one of the problem zones. And with @JMIlei election in ARG things are improving even there"
X Link 2024-03-16T11:46Z [---] followers, [--] engagements
"@Charge_Stack @Bitfarms_io BITF is certainly a fine comany in my portfolio (again) since mid last year. So far I'm in CLSK BITF IREN WULF CORZ and more speculative: DGHI (owns facilities) ANY (asset light but obtained $10m from CORZ settlement in Jan/24)"
X Link 2024-03-16T11:50Z [---] followers, [---] engagements
"@BTCStocksInvest @Charge_Stack @Bitfarms_io @JMilei Well at least Paraguay it's not a commie hellhole like Venezuela or Nicaragua"
X Link 2024-03-16T12:46Z [---] followers, [--] engagements
"@theBTCMiningGuy ASIC makers: Canaan (Nasdaq: CAN) Bitmain Ebang. There are efforts underway to mfg nexgen ASICs in different jurisdictions (see Bob Burnett @boomer_btc)"
X Link 2024-03-16T21:06Z [---] followers, [---] engagements
"@theBTCMiningGuy Canaan (Nasdaq:CAN) appears to be attempting to get out of the PRC tag. Their HQ I believe is now in Singapore"
X Link 2024-03-16T21:07Z [---] followers, [---] engagements
"@theBTCMiningGuy re: ASICs / BTDR . might join the ASIC space (4nm design) . would make them vertically integrated I saw their design (in the PR) somewhat less efficient than the S21/T21 Bitmain designs around 18J"
X Link 2024-03-16T21:14Z [---] followers, [---] engagements
"@theBTCMiningGuy @D_plus__plus if you are a US resident you can dabble in $BTC related options unrelated to miners - BITO has options imho even LEAPs. US based friend of mine loved to sell PUTs on these and do a monthly rollover"
X Link 2024-03-16T21:42Z [---] followers, [---] engagements
"@theBTCMiningGuy @D_plus__plus BITO - is an ETF centered on BTC . FUTURES"
X Link 2024-03-16T21:43Z [---] followers, [--] engagements
"@theBTCMiningGuy @D_plus__plus And unlike ETFs into the physical market BITO has had options for a long time already . kudos to Fred Kruger (@dotkrueger) for mentioning BITO options here around"
X Link 2024-03-16T21:46Z [---] followers, [--] engagements
"@girls_bitcoin @theBTCMiningGuy Hmmm . I remember RIOT from that time (invested there myself back then with a nice gain) MARA was just setting up HIVE existed already and BITF HUT ARBK also were around if my memory works correctly"
X Link 2024-03-16T21:49Z [---] followers, [--] engagements
"@theBTCMiningGuy HODL . what about the "synthetic hoddle" idea that BITF uses"
X Link 2024-03-16T21:56Z [---] followers, [----] engagements
"@boomer_btc @PrestonPysh Very interesting discussion. Let me add some bullet points for future mining hardware "optimization" especially wrt commercial terms"
X Link 2024-03-18T04:37Z [----] followers, [--] engagements
"@boomer_btc @PrestonPysh 3) More POWER/PSU features - in some jurisdictions w. deregulated powe markets (e.g. Texas) miners right now earn high $$$ rebates if they shut-down during peak hours. Digital PSUs (with DAC features) would allow more fine-tuning of mining ops in such environments"
X Link 2024-03-18T04:43Z [----] followers, [--] engagements
"@Charge_Stack Interestingly revenue diversification via much more predictable HPC/AI streams might offer a financing alternative in the future - these (and the AI APUs) can be much more easier leveraged via targeted debt financings unlike volatile and hard to predict mining revenue"
X Link 2024-03-29T00:27Z [---] followers, [---] engagements
"@b_gabelle @UtherP3ndragon ach bitte. Die FP braucht ja gar nicht den kanzler zu stellen blo Sperrminoritt gegen Verfassungsmehrheit aus eigener Kraft und ich kann mich entspannt zurcklehnen"
X Link 2024-04-16T19:56Z [---] followers, [--] engagements
"@cazenove_uk @Core_Scientific @McnallieM @sebastian_ski @_Adam_Sullivan1 @BertrimFin Anthony - this is Incredible and VERY USEFUL for a miner esp. in the case of CORZ where a primary goal aside from Hashrate growth is to reduce indebtedness Kudos from Vienna/Austria and many thanks for all your astute analyses"
X Link 2024-04-22T03:01Z [---] followers, [---] engagements
"@Cyclonos Hamas-Greta Reemtsma-Luisa und bei uns Fr. Schilling . alles der gleiche "Typ" von (weibl.) Aktivisten"
X Link 2024-05-07T18:38Z [---] followers, [--] engagements
"@mawilms Sorry . nicht die "USA" sondern die Demokratische Partei und die BIDEN Administration haben Angst . vor dem Verlust der Whler ihres linken flgels ("The Squad" . AOC Tlaib etc.)"
X Link 2024-05-09T12:12Z [---] followers, [--] engagements
"@ArminPetschner Armin kein Problem . Vote for EDEN Dem Antisemitismus Islamismus & Greta "in your face". Sollte ISR den Song Contest gewinnen wre das eine frchterlichte Blamage fr den Links-Woken Mob und ein Gesichtsverlust obendrein"
X Link 2024-05-10T16:28Z [---] followers, [--] engagements
"@jcw_karlsruhe Die CDU/CSU sollte sich auf Ihre "Erfolgs-stories" besinnen: 1) BRGERLICHE Koalition ohne Rot und Grn in Bayern (mit neuen Partnern der brgerl. rechten Mitte wie die FW) 2) Koalition mit geschwchter SPD (Hessen)- erst attackieren / klein halten dann mit dem Rest koalieren"
X Link 2024-05-11T01:29Z [---] followers, [--] engagements
"@JMilei @LuisCaputoAR Bravo If this trend continues ARG will have lower inflation (incl. inflation expectations) than most aspiring countries and ultimately lower than Triade countries as well . right now biting on my lip having only bought YPF ADRs last december . I should have gone "all in""
X Link 2024-05-11T01:33Z [----] followers, [--] engagements
"@rosi_lux So problematisch Donald Trump auch sein mag - in diesem Punkt wird er als knftiger Prsident wohl hart durchgreifen"
X Link 2024-05-12T11:08Z [---] followers, [--] engagements
"Unity Intifada: The 'toolkit' behind pro-Palestine protests on US campuses via @timesofindia http://toi.in/9dZicb/a24gk http://toi.in/9dZicb/a24gk"
X Link 2024-05-12T16:52Z [---] followers, [--] engagements
"@cw_alexandra @isabelledaniel Wenn man Ihre Gedanken so weiterspinnt dann ist auch das "Andocken" von Ex-BK Kurz bei Peter Thiel's Palantir wohl eher kein Zufall. Eine weitere Dimension hat dieser move ganz offensichtlich. Clever "
X Link 2024-05-12T19:41Z [---] followers, [--] engagements
"@viennasky Wobei vielen Libertr gesinnten Draghi 10x lieber ist. In unserer Bubble ist "Goldman Sachs" durchaus eine Auszeichnung. @JMilei hat hnlichen Hintergrund. Ein "Lieferkettengesetz" htte es mit Draghi NICHT gegeben. FdL hingegen fungierte als verlngerter Arm von "Mutti Merkel""
X Link 2024-05-13T02:59Z [---] followers, [--] engagements
"@jcw_karlsruhe "Ganz Unten" . da gab's doch mal eine berhmte Doku von und mit Gnter Wallraff - die hie doch so hnlich "
X Link 2024-05-13T19:54Z [---] followers, [--] engagements
"@BancoCentral_AR Wow yet another reduction in interest rates - TNA/TEA now both below 50%"
X Link 2024-05-15T20:59Z [---] followers, [---] engagements
"@Charge_Stack I might want to add that unlike CLSK IREN has specific expertise in handling POWER DENSE APPLICATIONS: their data-centers can be repurposed for other use-cases. IREN has invested into more GENERALIZED ASSETS with higher terminal value at minimum incremental cost"
X Link 2024-05-16T05:28Z [---] followers, [---] engagements
"@FransBakker9812 @Charge_Stack Listen to the CC - the ATM is at their discretion. With the debt capacity that their new HPC/AI side brings and montezation avenus for high-power-dense Data Center infrastructure they might be able to keep dilution minimal at this point in the cycle"
X Link 2024-05-16T05:29Z [---] followers, [--] engagements
"@Charge_Stack $CLSK $CORZ $IREN $WULF $BITF $BTDR are my favourites. Facilities based smallcap $DGHI I also like - the latter one is avoiding ATM-induced dilution like no other. $CAN is interesting - not just a maker of miners but also a full CPU play in its own right (RISC-V arch )"
X Link 2024-05-17T20:54Z [---] followers, [---] engagements
"@Charge_Stack @irisenergyco Dual-Track plays (HPC/AI and $BTC) are better because esp. mining $BTC is not well amenable to debt financings with its volatility. However the stability of HPC/AI revenue allows you to reduce firm CF volatility and optimize cost of cap. for the ENTIRE company (see CAPM)"
X Link 2024-05-17T21:22Z [---] followers, [--] engagements
"@mikealfred Mike quite the contrary - I think these are the best plays in the sector - CORZ IREN WULF and in the future BTDR also. Interestingly CLSK BITF and MARA do not seem to be in the boat here"
X Link 2024-05-20T18:59Z [---] followers, [---] engagements
"@zeevrosenberg Sollte Trump ein weiteres mal Prsident werden freue ich mich schon auf seine "Neubewertung" des Verhltnisses der USA zu so manchen "supranationalen Institutionen" allen voran UNO und WHO. Und das ohne besonderer Freund von ihm zu sein"
X Link 2024-05-21T01:05Z [---] followers, [--] engagements
"@b_gabelle Sollte Trump wieder Prsident werden ist zumindest Gaza-Freund Gutterez als UNO-Chef bald Geschichte und diverse "Organisationen" dort mit Hamas-Affinitt wie das UNWRA bekommen keine US-Gelder mehr. Die EU sollte dasselbe tun. Warum bitte sollen wir den Islamismus finanzieren"
X Link 2024-05-21T01:11Z [---] followers, [--] engagements
"@BowTiedMara Let's "bring it on". It won'T end well for the krypto-commies in Spain. His reign is almost OVER. His majority in the Spanish "cortez" I think is just a few seats. @JMilei is correct - all others unite against the woke-left socialists"
X Link 2024-05-21T02:18Z [---] followers, [---] engagements
"@visegrad24 NOR right now has a left wing shill government with commies among ruling parties. No need to explain. The next center-right government in Norway will most probably DE-RECOGNIZE "Palestine""
X Link 2024-05-22T08:03Z [---] followers, [---] engagements
"@steffan_nethe Ach bitte . NIEMAND braucht den KLIMAWAHN Das Klima ist sich selbst genug. #GruenerMist"
X Link 2024-05-22T16:11Z [---] followers, [--] engagements
"@PaulBPrager @Charge_Stack Cost to mine one $BTC around $40K post halving at $WULF . ver nice. Very few miners will do better other than $WULF $CLSK $CORZ and $IREN here"
X Link 2024-05-23T13:10Z [---] followers, [---] engagements
"@mikealfred I don't know why these bozos always have/want to be "market neutral". In the eocnomy there's something called production possibility frontier which tends to expand. This is called GROWTH. The world economy isn't STAGNANT it's DYNAMIC. Market neutral positioning is counterfactual"
X Link 2024-05-23T15:48Z [---] followers, [--] engagements
"@Politprimat @Hannes_Swoboda Die Anerkennung "Palstinas" belohnt die HAMAS fr ihren Terror. "HErzlichen Dank" Hr. Swoboda. Glcklicherweise entsorgt sich der EU-Sozialismus bald selbst"
X Link 2024-05-23T17:00Z [---] followers, [--] engagements
"@d_b_175 @visegrad24 @Yolanda_Diaz_ Nov PP and even more so VOX do not share the Spanish Left's enthusiasm for Hamas and "Palestine""
X Link 2024-05-23T23:02Z [---] followers, [--] engagements
"@Charge_Stack Dual track (HPC/AI etc) plays I like best (apart from pure play CLSK) simply because they will be able to forego ATM offerings in the future. Cost of capital is much lower with manageable debt from asset based lending on AI chips and HPC/AI contracts instead of equity"
X Link 2024-05-24T00:31Z [---] followers, [---] engagements
"@_donalphonso Solche Existenzen BLOCKE und MUTE ich aus meiner timeline. Ich freue mich immer wenn derartige Links-Woke "Medien" die Tren schlieen und sich vom ganzen "Ballast" trennen mssen. Get Woke - Go Broke"
X Link 2024-05-24T00:32Z [---] followers, [--] engagements
"@Bubblebathgirl IF she supports Gaza and HAmas so much why is she still inside the USA"
X Link 2024-05-24T02:18Z [---] followers, [--] engagements
"@cityamfenster @berg_ruft Fr derartiges braucht man idR eine 2/3 Mehrheit hier bei uns in . NAch der nr-Wahl kommt die FP auf knapp 1/3 der mandate od darueber. dann sind verfassungsmehrheiten fr linkslinke Begehrlichkeiten in weite Ferne gerckt. Wer dann Kanzler wird ist rel. egal "
X Link 2024-05-25T11:30Z [---] followers, [--] engagements
"@MichaelAArouet Yes but in case of a bank failure a deposit (giro-cash) is wiped out above the statutory guaranteed amount. Buying govt' bonds in a segregated (non-margin) account protects your fortune from a bank failure. This is an aspect often overlooked. You could however as well buy stocks"
X Link 2024-05-30T07:55Z [---] followers, [--] engagements
"@PeterSweden7 Absolutely if they are ILLEGALLY in Sweden association with gangs should be enough to "earn" a deportation"
X Link 2024-05-30T08:03Z [---] followers, [--] engagements
"@timesofindia @prasadaditi Here's a link to most of the exit polls. Note that [--] major pollsters have the NDA above [---] seats in the Lok Sabha https://www.indiatoday.in/ https://www.indiatoday.in/"
X Link 2024-06-01T17:31Z [---] followers, [---] engagements
"@BernieSanders I don't care whether a commie like you attends PM Netanyahu's reception or not. You are the problem in this room not the Israli PM"
X Link 2024-06-02T01:40Z [---] followers, [--] engagements
"@PaspaPetra @apollo_news_de Was passiert eigentlich wenn sich EU-Gremien lngere Zeit nicht einigen knnen auf den nchsten Prsidenten und das dann bis nach der BTW dauert. Wer hat DANN das Vorschlagsrecht Eine neue parlamentarische Mehrheit"
X Link 2024-06-02T09:48Z [---] followers, [--] engagements
"@PaspaPetra @apollo_news_de Mal sehen ulkig wre es in jedem Falle knnten die sich NICHT einigen bis nach der BTW"
X Link 2024-06-02T10:18Z [---] followers, [--] engagements
"@GuntherSchnabl Vermont ist doch die Operationsbasis von Commie "Bernie Sanders". Kein Wunder. Der Supreme Court wird das schon erledigen und Sanders und seine Kommunisten schluendlich leer ausgehen"
X Link 2024-06-02T12:12Z [---] followers, [--] engagements
"@CSchwenniger @FHollwarth Ich kann beruhigen - die EU Umfragen werte die KOS m.E. viel zu hoch legt man die aktuellen Umfragen der kos fr nationale Parlamente der EU-Staaten zugrunde dann verlieren die Grnkommunisten mehr als 50% ihrer EU-Abgeordneten"
X Link 2024-06-02T19:29Z [---] followers, [--] engagements
"@CSchwenniger @FHollwarth Und selbst bei den nationalen Urnengngen waren die Umfragen fr die Grnen zu positiv z.B. vor kurzem in Luxembourg - da haben die Klimaflagellanten ber 50% ihrer Stimmen u Mandate eingebt Umfragen gingen von -20% aus "
X Link 2024-06-02T19:30Z [---] followers, [--] engagements
"@Core_Scientific @CoreWeave Big thanks to @_Adam_Sullivan1 and $CORZ entire management team for pulling this COMPANY CHANGING transformation off. I've been a big believer in many firms' "hybrid" $Crypto/AI/HPC approaches. all the best from Vienna/Austira WB"
X Link 2024-06-04T10:43Z [---] followers, [---] engagements
"@Core_Scientific @CoreWeave Another very welcome development here is that these nice future HPC/AI revenue streams will open cheap debt financing on two fronts (asset backed GPU lending + cashflow as collateral)"
X Link 2024-06-04T10:45Z [---] followers, [---] engagements
"@Core_Scientific @CoreWeave I urge management to MINIMIZE dilution to existing shareholders by attempting to repurchase trading convertible equipment debt as long as it's cheap"
X Link 2024-06-04T10:45Z [---] followers, [--] engagements
"@theBTCMiningGuy @Core_Scientific @CoreWeave @_Adam_Sullivan1 Wonderful news. Having landed many successes with such trades in the post [----] market I always look into prospective Chapter [--] and spinoeff/refi situations (eg. IPHS) esp. post reorg. Today's news vindicates the investment thesis here pointing out MULTIBAGGER potential imho"
X Link 2024-06-04T10:49Z [---] followers, [--] engagements
"@Charge_Stack @BKnight221 If you really delve deeply into the CCs and presentation audio Q&A parts and you compare IRENs statements with CORZ Q&A and today's PR/slide deck you see a big difference in their respective go-to-market strategy wrt. cloud_AI/HPC"
X Link 2024-06-04T23:18Z [---] followers, [--] engagements
"@Charge_Stack @BKnight221 2) $IREN instead appears to be willing to up-front finance AI-xPUs (now Nvidia). I read they even are developing a fine-granularity interface to rent out cloud_AI servce on a per hour / per xPU fashion"
X Link 2024-06-04T23:22Z [---] followers, [---] engagements
"@GhzResearch However for $CORZ I fully understand why - coming out of Chapter [--] with a significant debt load - they choose the "capital light" road to monetize their datacenter / HPC strategy"
X Link 2024-06-04T23:29Z [---] followers, [---] engagements
"@Charge_Stack $CLSK is the only "traditional" $BTC miner remaining in my folio. Stellar execution is attractive Almost all my other bets in this space are with dual-track HPC/AI Crypto plays "
X Link 2024-06-06T19:17Z [---] followers, [---] engagements
"@IREN_Ltd Big congrats to management an all involved with @IREN_Ltd. Very happy shareholder here. best to you from Vienna/Austria"
X Link 2024-06-06T19:31Z [---] followers, [--] engagements
"@danroberts0101 In the future maybe re-incorporation in a more tax-friendly jursidiction should be considered. Many $BTC miners ($BTDR) have their HQ in such zones. Also it may pay off to structure the HW-infrastructure part of IREN as a "datacenter REIT" allowing taxfree US distributions"
X Link 2024-06-06T19:39Z [---] followers, [--] engagements
"@Charge_Stack Just forgot that $BTDR is also such a "dual track" HPC/$Crypto miner. Also has an inhouse ASIC design team. Recentl $100m PLACEMENT (not ATM ) and an acquisition of another ASIC mining design shop for $140m. This bizmodel promises much less dilution than plain vanilla miners"
X Link 2024-06-06T19:42Z [---] followers, [--] engagements
"@Core_Scientific @CoreWeave Wonderful and transformational news @_Adam_Sullivan1. Going forward you might want to explore (partially ) a REIT structure for the datacenter/RE angle of your business. This allows taxfree US distributions and data REITs usually carry a huge market premium A very happy shldr"
X Link 2024-06-06T20:12Z [---] followers, [--] engagements
"@FHMaverick Der nchste kon. Schwachsinn der Koalition. Wo ist der wirtschaftliche Sachverstand bei TRKIS Und ich sage das obwohl ich bei der EU Wahl EVP whlen werde. Was haben wir als Steuerzahler von derartigen knftigen Subventionsgrbern Potentiell wieder ein Fa ohne Boden"
X Link 2024-06-07T14:46Z [---] followers, [--] engagements
"@cazenove_uk @sebastian_ski @McnallieM @powermining_BTC @Charge_Stack @theBTCMiningGuy @SATO_Compute @GryphonMining @SolunaHoldings @dmgblockchain Big Thanks for all the coverage. almost [--] hours but worth every minute. Learnt some new aspects b4 unkown to me. Among the smallcappers notable highlight of $SLNH prompting me to do another round of DD over nite. This time could no longer pass "
X Link 2024-06-07T14:52Z [---] followers, [---] engagements
"@theBTCMiningGuy $IREN $CORZ $WULF I also have $CLSK but I do sense more upside over short to midterm on the three I mentioned"
X Link 2024-06-09T19:01Z [---] followers, [---] engagements
"@CSchwenniger Das ist so Nachkriegs-MIEF von "Ali Babler" - erinnert an Lebensmittelmarken und hnliche Mangelwirtschaft. Sozialismus macht am Ende Gter des tglichen Bedarfs knapp. Ein weiterer Grund bei der NRW diemal FP zu whlen - SPERRMINORITT gegen LINKE BEGEHRLICHKEITEN"
X Link 2024-06-12T08:10Z [---] followers, [--] engagements
"@Satoshifarmer88 @jay_21_ Me thinks it's a result of the absolute shortage and tightness in HPC/AI-supporting Datacenter capacity in the US (and elsewhere)"
X Link 2024-06-12T17:00Z [---] followers, [--] engagements
"@mikealfred HIVE . maybe the issue is Frank Holmes at the helm Not really sure "
X Link 2024-06-13T23:55Z [---] followers, [---] engagements
"@CBGSpender Keinen Cent fr die Covid-Jakobiner von mir"
X Link 2024-06-15T13:47Z [---] followers, [--] engagements
"@viennasky Da haben sich wohl einige Konzerne vom NGO Komplex kooptieren lassen. Manche halten das auch fr etwaige "gute publicity". Nun manchen im Handel (Otto Versand BRD) und bei Markenartiklern (InBev - Bud Light Belgien) ist das Lachen bereits vergangen Go Woke - Go Broke"
X Link 2024-06-20T00:27Z [---] followers, [--] engagements
"@MarcusPretzell Diese Spielchen kennen wir ja. Mich hat diese von der Mail aufgestellte Behauptung zunchst ziemlich irritiert - Farage ist ja in der Vergangenheit nie als Putin-Freund aufgefallen er gilt auch als ziemlicher Freund der NATO (auch als US-UK gegengewicht zur EU in Europa )"
X Link 2024-06-23T22:50Z [---] followers, [--] engagements
"@Charge_Stack @SolunaHoldings @HPE There is also a preferred trading $SLNHP 9% CUMULATIVE () series A pref. Par value is $25. 9% preferred dividend cumulative while still retaining all the capital gains potential (5-bagger from $5 level to $25+) should SLNHP be bought out or the preferred redeemed"
X Link 2024-06-25T20:43Z [---] followers, [---] engagements
"@Charge_Stack @bigsuey @Adrian_R_Morris That's 100% true. That REIT angle for datacenter plays could be something to watch - once the steady cashflow phase is reached. Valuations for Datacenter REITs if I remember it correctly are even higher than for non-REIT datacenter plays"
X Link 2024-06-30T13:48Z [---] followers, [---] engagements
"@sharpeyes @Charge_Stack @theBTCMiningGuy @bigsuey @Adrian_R_Morris Easily done once these datacenter plays reach the cashflow harvesting stage Until that harvesting the depreciation expenses (during the facilities buildup) for taxloss purposes makes even more sense. REIT conversion thereafter "
X Link 2024-06-30T13:50Z [---] followers, [--] engagements
"@Doblerin Anthony Blinken ist wohl einer der wenigen bei den Demokraten auf den das zutrifft. Wird man ihn auf's SChild heben Ich zweifle stark daran. Wird wohl Donald Trump #2. So schlecht war seine erste Amtszeit auch wieder nicht"
X Link 2024-06-30T23:56Z [---] followers, [--] engagements
"@Gematherium @chr_hofer https://www.wsj.com/articles/america-depends-on-presidential-immunity-supreme-court-decision-trump-charges-c163ae81 https://www.wsj.com/articles/america-depends-on-presidential-immunity-supreme-court-decision-trump-charges-c163ae81"
X Link 2024-07-02T09:47Z [---] followers, [--] engagements
"@Charge_Stack The problem with the "pure play" model is the timing. As $BTC is a crypto currency with a HALVING mechanisms those companies are fighting a diminishing cake of a LIMITED size. Whereas the "cake" of HPC/AI and even of Ether Staking is potentially UNLIMITED"
X Link 2024-07-02T13:44Z [---] followers, [--] engagements
"@Charge_Stack the major US exchange listed "pure play" miners should have been at [--] EH/s and above [--] halvings ago - then these massive investments would have made more sense. Now it's a "vulture" game. The only remaining pure play in my folios today is $CLSK "
X Link 2024-07-02T13:46Z [---] followers, [--] engagements
"@MichaelAArouet That time (beyond 2009) I bought "fixed income" substitutes . especially "underwater" CEVs which carried a "perceived risk" discount . preferred CEVs REIT CEVs MLP & midstream CEVs. As market volatility subsided these underlying assets reverted nicely back to the mean"
X Link 2024-07-03T01:38Z [---] followers, [--] engagements
"Jared Golden (Centrist DEM ME-2): Dem Donald Trump is going to win the election and democracy will be just fine via @bangordailynews https://www.bangordailynews.com/2024/07/02/opinion/opinion-contributor/jared-golden-donald-trump-going-to-win-election-democracy-be-just-fine https://www.bangordailynews.com/2024/07/02/opinion/opinion-contributor/jared-golden-donald-trump-going-to-win-election-democracy-be-just-fine"
X Link 2024-07-03T10:18Z [---] followers, [--] engagements
"@SPdx35 @CryptoSlate If you love $ETH you should give $BTBT a look - it's basically for ETH what $MSTR is for $BTC. Plus they are debtfree and were the first miner to go the HPC/AI route. Recently their original customer increased its AI contract volume to $90m annually. And there will be many more"
X Link 2024-07-07T01:18Z [---] followers, [---] engagements
"@MarcusPretzell Eigenartig . sollte ARG durch @JMilei saniert werden und freie Konvertibilitt der Whrung wiederhergestellt. Fr wen wrden sich die Bewohner der Falkland/Malvinas Inseln entscheiden Fr ein linkes wokes Labour-Regime oder fr ein auf "Libertr" getrimmtes ARG von J. Milei"
X Link 2024-07-08T20:19Z [---] followers, [--] engagements
"Ben Shapiro the Rights Millennial Moses Builds Empire in Wilderness https://www.realclearpolitics.com/articles/2024/07/08/ben_shapiro_the_rights_millennial_moses_builds_empire_in_wilderness_151219.html https://www.realclearpolitics.com/articles/2024/07/08/ben_shapiro_the_rights_millennial_moses_builds_empire_in_wilderness_151219.html"
X Link 2024-07-10T00:29Z [---] followers, [--] engagements
"@DiegoFassnacht Diego Luxembourg fehlt in dieser Statistik"
X Link 2024-07-10T17:16Z [---] followers, [--] engagements
"@RitaPanahi IMHO the NURSING HOME is the more appropriate place for sleepy "Joe Brandon" than the WHITE HOUSE"
X Link 2024-07-15T10:09Z [---] followers, [--] engagements
"@kylenabecker Really odd. Joe Scarborough used to be a moderate Republican. All he does now is smearing Donald Trump"
X Link 2024-07-15T18:52Z [---] followers, [--] engagements
"@chr_hofer @palermojammer Fast alle anderen social networks haben ohnehin eine LinksLiberale Schlagseite "
X Link 2024-07-16T21:48Z [---] followers, [--] engagements
"@BasedBeffJezos Looks like the US was lucky to have the Fed Chairman Powell around instead of an "institutionalist machine" leadership like the ECB"
X Link 2024-07-16T22:23Z [---] followers, [--] engagements
"RNC Kick-Off: Trump Picks Vance Vanguard of the Right (Realclearpolitics): https://www.realclearpolitics.com/articles/2024/07/16/rnc_kick-off_with_vp_nom_vance_becomes_face_of_new_right__151275.html https://www.realclearpolitics.com/articles/2024/07/16/rnc_kick-off_with_vp_nom_vance_becomes_face_of_new_right__151275.html"
X Link 2024-07-17T06:22Z [---] followers, [--] engagements
"@CaitlinLong_ @SenLummis Wouldn't "reserve assets" like $BTC like Gold fit much better into the FED coffers than into the treasury especially due to its reserve characteristics with the idea to eventually HODL it forever In the treasury it'd be much exposed to admin. pressures of tax & spenders"
X Link 2024-07-28T13:56Z [---] followers, [--] engagements
"@CaitlinLong_ @SenLummis Months / weeks ago I read about the idea of putting $BTC on the FED balance sheet - and it made a lot of sense to me"
X Link 2024-07-28T13:57Z [---] followers, [--] engagements
"@_donalphonso Wem bis heute nicht klar gewesen sein sollte da US VP Kamala Harris eine linksauen positionierte woke Aktivistin vom linken "fringe" Rand der US DEMs ist dem ist eigentlich nicht zu helfen. In der Tat entspricht ihre Positionierung in vielen Bereichen den Deutschen GRNEN"
X Link 2024-07-29T07:53Z [---] followers, [--] engagements
"@elonmusk Elon pls. set up a search engine company powered by Grok. I'd love to cut over from "woke AI" based Google search "
X Link 2024-07-29T13:09Z [---] followers, [--] engagements
"@PeterSweden7 Not an error - it's deliberate MANIPULATION. Google is almost equally one-sided. I wished @elonmusk would finally spawn a search engine website powered by his non-woke AI named "Grok". Then I'd happily ditch Google search "service""
X Link 2024-07-29T23:04Z [---] followers, [--] engagements
"@TRobinsonNewEra @YvetteCooperMP The current Leftist Labour Government quickly turned into an INSULT to all Brits"
X Link 2024-07-30T22:20Z [---] followers, [--] engagements
"@elonmusk Pls. Mr. @elonmusk - give us your GROK powered search engine. I'd love to get rid off Google search with its left-wing bias in exchange for something useful"
X Link 2024-07-31T21:26Z [---] followers, [--] engagements
"@PaulHook_em @TRobinsonNewEra That's what the Brits get when they vote Left Wingers like "LABOUR" or the "GREENS" into power"
X Link 2024-07-31T22:19Z [---] followers, [--] engagements
"@wideawake_media I welcome a future President TRUMP giving a middle finger to socialists (among all parties) and their ill-advised policies . I will get UGLY - particularly for EU-EUROPE"
X Link 2024-08-02T12:24Z [---] followers, [--] engagements
"@CortesSteve Looks like it's time to "transition" Kamala Harris' job description to "something else" "
X Link 2024-08-02T14:54Z [---] followers, [--] engagements
"@RNacional_News I remember the Blackwater Guy said: increase the bounty for Maduro and his top circle to $100m and WATCH WHAT HAPPENS"
X Link 2024-08-03T10:00Z [---] followers, [---] engagements
"@BasedBeffJezos This is fascinating to watch. Interesting that EUV uses mirrors. I remember from years ago that DUV litho used lenses instead and the problem there was a lense material to be compatible with Excimer Laser DUV wavelength need to be found. The industry then settled on CaF2 lenses"
X Link 2024-08-07T09:43Z [---] followers, [---] engagements
"@Klaus_Arminius These are just COMMIES. That's what you get when you vote "LABOUR" into power. #TwoTierKeir"
X Link 2024-08-09T20:34Z [----] followers, [---] engagements
"@Klaus_Arminius If this goes on Nigel Farage ist set to become UK Prime Minister in the not too distant future. IMHO Labour is clearly overplaying its hand - especially in its "heartlands". This is going to backfire"
X Link 2024-08-10T09:36Z [----] followers, [--] engagements
"@guenschl Rowan Atkinson (Mr. Bean) for UK Prime Minister"
X Link 2024-08-12T12:19Z [----] followers, [--] engagements
"@elicalebon Ms Elica. I sincerely hope that Iran will become a free country once again. Be it as a constitutional republic such as the US or Argentina or a constitutional monarchy"
X Link 2024-08-13T20:56Z [----] followers, [---] engagements
"@DrEliDavid @realDonaldTrump @elonmusk That happens when traditional "ivy-league" mainstream media (MSM) goes WOKE"
X Link 2024-08-13T23:20Z [----] followers, [--] engagements
"@boomnickle @secretsqrl123 Old Ukrainian town. Their "homeland" so to say. Actually destablizing Russia enough mit lead to a breakaway of ancient UKR regions (Bilhorod Kursk etc) now part of the RSFR. Look how popular the Putler is in towns there freed by the AFU - ppl. tearing down portraits of Putin"
X Link 2024-08-17T10:48Z [----] followers, [--] engagements
"@_Adam_Sullivan1 Sir congrats on all achievements so far including refi with convertible debt. Of recent announcement the partnership with Block for NexGen miner supply appears to be not really followed by the markets yet highly significant for the entire $BTC sector - transformation potential"
X Link 2024-08-17T11:41Z [----] followers, [--] engagements
"@_Adam_Sullivan1 @boomer_btc in a podcast from earlier [----] espoused similar ideas: the rel. small market for $BTC miners needs to take intellectual cues from vast stable of enterprise computing & HW. The same optimizations (Formfactor cooling) might be applied to mining machines of the future"
X Link 2024-08-17T11:44Z [----] followers, [--] engagements
"@_Adam_Sullivan1 @boomer_btc Your recent Interview with @cazenove_uk also highlights a big logistic advantage of sourcing components (Hashbaords) instead of traditional "shoebox" sized miners. Looks like you are one of the leaders of the modularization of mining Hardware (apart from creating HPC/AI segment)"
X Link 2024-08-17T11:50Z [----] followers, [--] engagements
"@_Adam_Sullivan1 @boomer_btc @cazenove_uk All in all big congratz. All these moves have industry-changing potential. It will also allow miners using this strategy to capture more the industry's value going forward. Moreover it appears to be easing capex requirements for future upgrades of mining hardware"
X Link 2024-08-17T11:51Z [----] followers, [--] engagements
"@cazenove_uk @Core_Scientific @powermining_BTC @McnallieM @sebastian_ski @Umbisam @atradezcrypto @Charge_Stack @Freedom_By_40 @CyclesWithBach All other miners have ATM programs. in the case of CORZ there's only some warrants and the new convertible debt. These determine the MAXIMUM amount of shares. And chances are that they are redeeming the converts . WITH CASH. And who knows what will happen to the warrants"
X Link 2024-08-18T16:21Z [----] followers, [---] engagements
"@Core_Scientific @Reddit @_Adam_Sullivan1 Thanks - just asked a question regarding the warrants "
X Link 2024-08-18T16:58Z [----] followers, [--] engagements
"@cazenove_uk @Core_Scientific @powermining_BTC @McnallieM @sebastian_ski @Umbisam @atradezcrypto @Charge_Stack @Freedom_By_40 @CyclesWithBach I know but the warrants are freely trading. And nothing precludes a company to repurchase own warrants from excess cashflow. What's the point to issue shares at $6.81 (CORZW) when in fact the convertible issues shares at $11+"
X Link 2024-08-18T19:01Z [----] followers, [---] engagements
"@cazenove_uk @Core_Scientific @powermining_BTC @McnallieM @sebastian_ski @Umbisam @atradezcrypto @Charge_Stack @Freedom_By_40 @CyclesWithBach The only thing preventing this would be a restrictive covenant. Maybe from Chapter [--]. $CORZ seems to have gotten rid of most of these with the convertible debt deal"
X Link 2024-08-18T19:02Z [----] followers, [---] engagements
"@coolerkdawg @visegrad24 If I'm fed up with Woke EU Western-Europe I'd rather leave for Eastern Europe Southern Europe (after it turned even more towards the Right) or to LatAm countries. I'd feel inclined to go where the Political Islam isn't welcomed"
X Link 2024-08-19T22:04Z [----] followers, [---] engagements
"@officejjsmart Maybe it's STAY FIGHT & DIE in Kursk "
X Link 2024-08-19T22:56Z [----] followers, [--] engagements
"@ColbyBadhwar @MikeBaytown That guy - Jake S. is a holdover from the OBAMA administration. The Obama admin - together with the "Red-Tory" of Germany Merkel who denied UKR any western arms & ammo during their tenure. It's good that both are gone"
X Link 2024-08-21T20:55Z [----] followers, [---] engagements
"@Charge_Stack $MSTR isn'T paying much Interest on its debt to purchase $BTC. For $MARA it'S another matter. This "hodling" is nothing but stuffing you with an "inefficient portfolio" in an age where you can buy crypto ETFs and other leveraged products"
X Link 2024-08-25T12:32Z [----] followers, [---] engagements
"@noclador Thomas are you sure the pagers were tampered with these indicents not just a remotely inflicted short circuit of the Lithium batteries"
X Link 2024-09-17T15:30Z [----] followers, [---] engagements
"@Umbisam Datacenter plays (incl REITs) valuation is typcially multi-billion ($DLR $EQIX etc) even in the "traditional" non HPC datacenter vertical where much less power densities to the rack was required "
X Link 2024-09-26T10:13Z [----] followers, [--] engagements
"@WarMonitor3 To my knowledge the arms embargo on UKR was instigated by Obama (USA) and Merkel (GER). It was Donald Trump as president who sent the first batch of western-style advanced weaponry to UKR"
X Link 2024-09-26T12:02Z [----] followers, [--] engagements
"@amjadt25 To me it looks like the IDF will need to secure this safe "forward zone" by itself as both - UN and the Lebanese army have proven incapable of"
X Link 2024-09-30T19:34Z [----] followers, [---] engagements
"@megynkelly Here's a YT link to the Trump speech at Al Smith dinner [----] https://www.youtube.com/watchv=XI0MUoW28VE https://www.youtube.com/watchv=XI0MUoW28VE"
X Link 2024-10-18T11:49Z [----] followers, [--] engagements
"@Panopticon_KAS @micsolana @PirateWires The EU is just a "paper tiger". By scrapping the climate craze Trump will do the EU a big favour too - standalone they won't be able to carry through with their EU-socialist plans or EU-Europe will be destined to the crapper. Every EU K-streeter kowns this "
X Link 2024-10-19T00:34Z [----] followers, [--] engagements
"@Panopticon_KAS @micsolana @PirateWires Really looking forward to US RETALIATION. It's the only way to keep unelected EU-buerocrats in check. The EU used to be a nice club of free marketers - not anymore. With the "political union" they opened the gates to socialist hell "
X Link 2024-10-19T00:36Z [----] followers, [--] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd Note that $CORZ is ABSENT from this list. As post-BK their creditors would have hugely objected to the dilution from issuing shares (ATM or otherwise). With the "easy route" blocked the company had to resort to some genuine strategy (HPC/AI) which appears to be winning"
X Link 2024-10-20T02:04Z [----] followers, [---] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd Anthony many thanks for organizing the underlying data and getting your point across"
X Link 2024-10-20T02:05Z [----] followers, [--] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd That's one of the key aspectes of $CORZ which I liked to much: less dilution no ATM still coming out among the leading contenders. Going forward hosting and the HPC/AI route should offer more stable and bankable cashflow. Plus Datacenters & GPUs can also put as ABS collateral"
X Link 2024-10-20T02:07Z [----] followers, [---] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd Other miners/hosters with limited dilution (no ATM) are imho $MIGI (small miner hoster HPC/AI strategy) and $APLD (hoster sold some $BTC datacenters to $MARA concentrating on HPC/AI now)"
X Link 2024-10-20T02:09Z [----] followers, [---] engagements
"@cazenove_uk @compass_mining @CleanSpark_Inc @TeraWulfInc @MARAHoldings @RiotPlatforms @IREN_Ltd Anthony I hear you. Btw - even CORZ had dilution but rather the "explicit" kind - convertible debt & warrants (conditional) were on the balance sheet on emergence from Chapter [--] so everyone knew ex-ante how their future capital structure would look like"
X Link 2024-10-20T13:09Z [----] followers, [--] engagements
"@1035_Capital $SLNHP on a tear right now briefly above $10. Common up a tad also. Something's clearly up over there at Soluna"
X Link 2024-10-21T17:01Z [----] followers, [---] engagements
"@MarinaMedvin Well a future President Trump ist going to CUT OFF THIS FINANCING for sure"
X Link 2024-10-21T19:09Z [----] followers, [--] engagements
"@MikeBenzCyber I hope a future President Trump will take note of such activities"
X Link 2024-10-22T20:52Z [----] followers, [--] engagements
"@bitcoinlove07 @1035_Capital that depends . hard to say. At the moment I do own both. The refi of the convertible and the Preferred B (not trading) is bullish for the remaining capital table: first SLNHP and later SLNH"
X Link 2024-10-26T00:00Z [----] followers, [---] engagements
"@elonmusk Like in almost ALL OTHER WESTERN COUNTRIES. I'm based in Vienna (Austria). Voting only for Austrian Citizens. No surprise the political Left wants to change this. Only in mayoral elections citizens of other EU countries (expats) living here can vote. PhotoID is ALWAYS required"
X Link 2024-10-26T10:02Z [----] followers, [--] engagements
"@iLoveJaneAdams @wideawake_media I hear you. Thankfully soon to be re-elected President Trump might produce a big change here and give the SILENT MAJORITY finally a VOICE"
X Link 2024-10-26T17:53Z [----] followers, [--] engagements
"@robbystarbuck The gone-woke US DEM party is going to RUE THE DAY when they decided to ditch sleepy Joe Brendon and put Kamala Harris on the top ticket. And rightly so. They just DESERVE To lose. Not just the presidency . EVERYTHING - all [--] branches of government"
X Link 2024-10-26T19:19Z [----] followers, [--] engagements
"@JackPosobiec Aha even Sleepy "Joe Brandon" seems to have got it . no chance ever that "Word Salad" Kamala will ever connect with the heneral public let alone Independent voters "
X Link 2024-10-27T02:18Z [----] followers, [--] engagements
"@jreichelt Wie es aussieht scheitert die DEM-Kampagne Kamala Harris ohne Primary ins Amt zu hieven gerade grandios. Bottom up data zu Early voting Trends siehe hier: @Peoples_Pundit @EricLDaugh @DataRepublican"
X Link 2024-10-28T08:54Z [----] followers, [---] engagements
"@MaMoMVPY Bottom line: I think a GOP presidency will just keep the current FED chair in place - after all didn't Trump pick Jerome Powell himself back then He will certainly consult with Jamie Dimon and others on this matter"
X Link 2024-10-28T09:00Z [----] followers, [--] engagements
"@gatewaypundit 100% d'accord. I read such an VHF/UHF airwaves auction could net $200-500bn to pay down the debt and could also put pricey spectrum to BETTER USE than outdated terrestrial TV. I wonder to what extent ABC and MSNBC depend on this spectrum. Would they find themselves in BK"
X Link 2024-10-28T12:21Z [----] followers, [--] engagements
"@AntiLeftMemes @PeterSweden7 It will get FUNNY once President TRUMP is elected and sworn is. He already nailed some jabs at PM "Dual justice" Keir and his joke of a secretary of state"
X Link 2024-10-28T15:42Z [----] followers, [--] engagements
"@danroberts0101 @nvidia Sir - wonderful. But PLEASE in all the world STOP the ATMs. Pls. take a cue from $CORZ $WULF and $APLD and issue a CONVERTIBLE to take care of your mid term financing needs. This will produce LESS DILUTION than utilizing ATMs - especially if you do it like $WULF"
X Link 2024-10-28T15:56Z [----] followers, [---] engagements
"@JewishWarrior13 It may be prudent not to listen to "them DEMs". A future President Trump may be able to offer much improved terms to Israel"
X Link 2024-10-28T15:58Z [----] followers, [--] engagements
"@Umbisam $IREN should finally DITCH their ATM funding strategy and do a CONVERTIBLE offering like $CORZ and $WULF maybe even partially buying back common with the proceeds"
X Link 2024-10-28T17:08Z [---] followers, [---] engagements
"@Umbisam buyback isn't prime. Getting RID' of ATM is. Using a convertible financing MINIMIZES dilution. $IREN needs to get a cue from $CORZ and $WULF. Dilution matters. In this environment - it's important to MINIMIZE it"
X Link 2024-10-28T17:16Z [----] followers, [---] engagements
"@Umbisam Actually $WULF did something additionally to the buyback to minimize dilution - they were buying an "embedded" long term call option (like a LEAP). That's really INGENIOUS and I LAUD Paul Praeger and the rest of $WULF team for the move"
X Link 2024-10-28T17:19Z [----] followers, [---] engagements
"@GridUnder I am and have a nice position. Valuation of $APLD is still decent . same HPC/AI strategy as $CORZ $WULF and others. I read that NVIDIA took part in their most recent financing round"
X Link 2024-10-28T19:42Z [----] followers, [---] engagements
"@CollinRugg Wonderful to hear Jeff Bezos attempting to transform his outfit of LEFT-WING ACTIVISM back into one of JOURNALISM once again"
X Link 2024-10-29T07:51Z [----] followers, [--] engagements
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