# ![@Mabiverse123 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1607547506371743744.png) @Mabiverse123 Mabi

Mabi posts on X about $betr, $corz, $dave, $open the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1607547506371743744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607547506371743744/c:line/m:interactions.svg)

- [--] Week [-----] +1,488%
- [--] Month [------] +210%
- [--] Months [-------] -50%
- [--] Year [-------] +316%

### Mentions: [--] [#](/creator/twitter::1607547506371743744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607547506371743744/c:line/m:posts_active.svg)

- [--] Week [--] +133%
- [--] Month [--] +56%
- [--] Months [---] +81%
- [--] Year [---] +35%

### Followers: [-----] [#](/creator/twitter::1607547506371743744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607547506371743744/c:line/m:followers.svg)

- [--] Week [---] +0.23%
- [--] Month [---] +2.40%
- [--] Months [---] +30%
- [--] Year [---] +89%

### CreatorRank: [---------] [#](/creator/twitter::1607547506371743744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607547506371743744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [countries](/list/countries)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [vc firms](/list/vc-firms) 

**Social topic influence**
[$betr](/topic/$betr) #4, [$corz](/topic/$corz), [$dave](/topic/$dave), [$open](/topic/$open), [elon musk](/topic/elon-musk), [business](/topic/business), [ai](/topic/ai), [$iren](/topic/$iren), [$ml](/topic/$ml), [canoo](/topic/canoo)

**Top accounts mentioned or mentioned by**
[@ericjackson](/creator/undefined) [@pennyether](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@cedarstresearch](/creator/undefined) [@corescientific](/creator/undefined) [@adamsullivan1](/creator/undefined) [@vishalgarg10](/creator/undefined) [@ramahluwalia](/creator/undefined) [@danielsethlewis](/creator/undefined) [@twils1211](/creator/undefined) [@elonmusk](/creator/undefined) [@rabois](/creator/undefined) [@btcstocksinvest](/creator/undefined) [@chargestack](/creator/undefined) [@wildeye420](/creator/undefined) [@mikealfred](/creator/undefined) [@moregainzs](/creator/undefined) [@ckcryptoklepto](/creator/undefined) [@andrewm61370616](/creator/undefined) [@tsuff101](/creator/undefined)

**Top assets mentioned**
[Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Dave Inc. (DAVE)](/topic/$dave) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Iris Energy Limited (IREN)](/topic/$iren) [Mintlayer (ML)](/topic/$ml) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Tesla, Inc. (TSLA)](/topic/tesla) [The Root Network (ROOT)](/topic/$root) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Mario Coin (COIN)](/topic/$coin) [Oklo Inc. (OKLO)](/topic/$oklo) [UiPath, Inc. (PATH)](/topic/$path) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Compound (COMP)](/topic/$comp) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Toast, Inc. (TOST)](/topic/$tost) [RAI Finance (SOFI)](/topic/$sofi) [MARA Holdings, Inc. (MARA)](/topic/$mara) [DiDi Global Inc. (DIDIY)](/topic/$didiy) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mastercard, Inc. (MA)](/topic/$ma) [TeraWulf Inc. (WULF)](/topic/$wulf) [Applied Digital Corp. (APLD)](/topic/$apld) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@EnigmaTrade71 Only 10+"  
[X Link](https://x.com/Mabiverse123/status/1661830382986358784)  2023-05-25T20:23Z [--] followers, [--] engagements


"@stavgil Which asset class"  
[X Link](https://x.com/Mabiverse123/status/1707265037797400944)  2023-09-28T05:24Z [--] followers, [--] engagements


"Not to mention wage growth has not increased. More labor in the market is a good thing. But feds would likely be more hawkish still given their recent behavior"  
[X Link](https://x.com/Mabiverse123/status/1710557226858135631)  2023-10-07T07:26Z [--] followers, [--] engagements


"@saxena_puru @ycharts Larry fink said no recession until [----] :/"  
[X Link](https://x.com/Mabiverse123/status/1717118311501033552)  2023-10-25T09:58Z [--] followers, [---] engagements


"Here's a personal take now that we are at around 3% inflation. The fed has mostly achieved their objective. There's no need to drastically increase unemployment rate if inflation stays or drops below 3"  
[X Link](https://x.com/Mabiverse123/status/1735127305088049251)  2023-12-14T02:39Z [--] followers, [--] engagements


"Current equity portfolio: $ML $DAVE $COMP $PATH $BETR $COIN $RIVN $TOST $SOFI $TSLA $UPST $DIDIY $HOOD"  
[X Link](https://x.com/anyuser/status/1736531766662545637)  2023-12-17T23:40Z [---] followers, [----] engagements


"@Brasso90064293 @dampedspring Because you may not be getting 5.5% soon and market may be going up to 5200"  
[X Link](https://x.com/Mabiverse123/status/1736895836838363457)  2023-12-18T23:46Z [--] followers, [--] engagements


"@nickgiva1 Happy new year nick. I like that advice it's served me well too. Diversification is a bit overrated"  
[X Link](https://x.com/Mabiverse123/status/1741766289767682500)  2024-01-01T10:20Z [--] followers, [---] engagements


"My avg prices are: $DAVE: [----] $ML: [-----] $COMP: [----] $PATH: [-----] $BETR: [----] $COIN: [-----] $RIVN: [-----] $TOST: $14.47 $SOFI: [----] $UPST: $14.98 $HOOD: [----] Exited out of Didi TSLA and affirm a month ago. Added more to rivian"  
[X Link](https://x.com/Mabiverse123/status/1751524179902669138)  2024-01-28T08:34Z [--] followers, [---] engagements


"Crypto portfolio consists of [--] - 80% in $ETH and $BTC 15% in [--] different tier [--] to tier [--] alt coins. 5% in shitcos. Private portfolio ranges from SpaceX (with carry :c ) to YC startups (no carry :D )"  
[X Link](https://x.com/Mabiverse123/status/1751527236572999987)  2024-01-28T08:46Z [--] followers, [--] engagements


"@shayanmunshi11 @saxena_puru @MontyNJ56 Correlation does not imply causation. I've laid out the reasoning on why feds could rate cut above. In fact it's not even from me it's straight up coming from Jpow"  
[X Link](https://x.com/Mabiverse123/status/1752102152141746586)  2024-01-29T22:51Z [--] followers, [--] engagements


"@Jack64128896 Should've added a lot more at the bottom"  
[X Link](https://x.com/Mabiverse123/status/1752555839783899499)  2024-01-31T04:54Z [--] followers, [--] engagements


"@Jack64128896 Likely the same or more upside than canoo but at almost no risk"  
[X Link](https://x.com/Mabiverse123/status/1752556105857892612)  2024-01-31T04:55Z [--] followers, [---] engagements


"@angelalynn723 @putman_ai @StealthQE4 No that's bad for those on fixed income too. They'll lose their jobs which is even worse"  
[X Link](https://x.com/Mabiverse123/status/1752929845661864417)  2024-02-01T05:40Z [--] followers, [--] engagements


"The biggest investing mistake I made this down cycle was getting the order of equity rising wrong. In late [----] I was making the decision of entering into meta Nvidia/amd or the smaller companies I'm currently in. In retrospect quality/bigger names would've risen up first"  
[X Link](https://x.com/Mabiverse123/status/1753657875791327699)  2024-02-03T05:53Z [--] followers, [--] engagements


"@TJ_Research01 structural inflation. exponentialdeflation"  
[X Link](https://x.com/Mabiverse123/status/1754255979380973689)  2024-02-04T21:29Z [--] followers, [--] engagements


"Brokerage businesses are incredibly cyclical and wallstreet is much worse at predicting the future of b2c businesses than b2b. What does this mean Stocks like $HOOD will likely outstrip market expectations during the current bull"  
[X Link](https://x.com/Mabiverse123/status/1754403136838709729)  2024-02-05T07:14Z [--] followers, [--] engagements


"@ramahluwalia It's definitely not mag4. Though valuation+sector looks to have a big role as well. Some stocks that have ran up a lot last year have been correcting this month ($COIN $ML) and real estate tech sector (redfin compass open Zillow) is also flat or down. Meanwhile Dave is +159%"  
[X Link](https://x.com/Mabiverse123/status/1755499993195286636)  2024-02-08T07:53Z [--] followers, [---] engagements


"@ramahluwalia @Kiloconvert Would you consider accumulating more rivian if it moves down further Curious on your take"  
[X Link](https://x.com/Mabiverse123/status/1755500371928314042)  2024-02-08T07:54Z [--] followers, [--] engagements


"@moregainzs @canoo @TonyAquila8020 You guys are still buying"  
[X Link](https://x.com/Mabiverse123/status/1756467016637264252)  2024-02-10T23:55Z [--] followers, [---] engagements


"@moregainzs @canoo @TonyAquila8020 Which other play"  
[X Link](https://x.com/Mabiverse123/status/1756497241404317901)  2024-02-11T01:55Z [--] followers, [---] engagements


"@Filthy17909101 EV business is highly risky and uncertain. There's been practically one successful one and that's Tesla. Rivian may get there but is just barely. Needing to lower the -30k per vehicle with a likely weak demand as well as needing to invest in a new factory"  
[X Link](https://x.com/Mabiverse123/status/1756803771102106108)  2024-02-11T22:13Z [--] followers, [---] engagements


"@Filthy17909101 @DivesTech Who would want to takeover This isn't exactly a profitable business"  
[X Link](https://x.com/Mabiverse123/status/1756843637575651761)  2024-02-12T00:52Z [--] followers, [--] engagements


"@Filthy17909101 @moregainzs @Jack64128896 @TonyAquila8020 @DivesTech Reverse split is fine and has to be done to stay listed. The issue is the actual execution. Are they able to produce vehicles that are profitable Are they trying hard enough Is there going to be sufficient capital to get them there"  
[X Link](https://x.com/Mabiverse123/status/1759172902371672254)  2024-02-18T11:07Z [--] followers, [--] engagements


"@alexanderbittan Likewise. I actually don't mind the delivery drop off. They are losing money on the vehicles anyways. And given the weak car demand recently it doesn't seem wise to continue to ramp r1"  
[X Link](https://x.com/Mabiverse123/status/1760797959279853624)  2024-02-22T22:45Z [--] followers, [--] engagements


"@MichaelWigginsO Ah are you pricing in 20-24 months in this case My understanding is that the cash advance businesses (Dave moneylion earnin Brigit) all have facilities though they could do some lending with their cash reserve"  
[X Link](https://x.com/Mabiverse123/status/1761742274277646536)  2024-02-25T13:17Z [--] followers, [--] engagements


"@MichaelWigginsO My personal take is that the blemish is not the balance sheet. The issue with the neobanks is always how to further engage the customer and ideally have the customer use it as their primary bank - ideally hooking up their payroll"  
[X Link](https://x.com/Mabiverse123/status/1763823489260347489)  2024-03-02T07:07Z [--] followers, [--] engagements


"@hypergrowth102 Yeah here's my list: Meta Apple Amazon Netflix Google Microsoft Nvidia Tesla They all the potential to 100x as our overall equity market grows from 50trillion to 5000trillion"  
[X Link](https://x.com/Mabiverse123/status/1765298178533015648)  2024-03-06T08:47Z [--] followers, [---] engagements


"@moregainzs @Filthy17909101 I feel attacked as a canoo investor"  
[X Link](https://x.com/Mabiverse123/status/1765470882691236113)  2024-03-06T20:13Z [--] followers, [--] engagements


"@Filthy17909101 @moregainzs Good point let me restate it. I feel attacked as a canoo gambler"  
[X Link](https://x.com/Mabiverse123/status/1765473837481943066)  2024-03-06T20:25Z [--] followers, [---] engagements


"@moregainzs @Filthy17909101 @TonyAquila8020 Are you two still in"  
[X Link](https://x.com/Mabiverse123/status/1765490707928658186)  2024-03-06T21:32Z [--] followers, [--] engagements


"@Jack64128896 How much are you invested in canoo"  
[X Link](https://x.com/Mabiverse123/status/1765585441217298873)  2024-03-07T03:49Z [--] followers, [--] engagements


"@moregainzs Honestly I think TSLA and rivian may be the only two pure EV companies that are going to survive"  
[X Link](https://x.com/Mabiverse123/status/1768057516225953948)  2024-03-13T23:32Z [--] followers, [--] engagements


"@moregainzs Who cares about rivian canoo is the one that will make you rich"  
[X Link](https://x.com/Mabiverse123/status/1768529540769628310)  2024-03-15T06:47Z [---] followers, [---] engagements


"@moregainzs @TonyAquila8020 I know Rivian stopped their Georgia factory but I wouldn't bash them THAT hard. They obviously aren't in the same league as a tier [--] ev company like Canoo but they still make a car or two once in a while"  
[X Link](https://x.com/Mabiverse123/status/1768580749706531098)  2024-03-15T10:11Z [---] followers, [---] engagements


"@allforthecorps @ramahluwalia Dave wasn't a sector outlier look at $ML lendingTree. They were valued at a point of bankruptcy but that was not the case. In addition there's a fundamental misunderstanding about the EAW portion of Dave and ML's business model. Interest is a tailwind not a headwind"  
[X Link](https://x.com/Mabiverse123/status/1768826697179426828)  2024-03-16T02:28Z [--] followers, [--] engagements


"@moregainzs yo are you a rivian fan now"  
[X Link](https://x.com/Mabiverse123/status/1769150027367370795)  2024-03-16T23:53Z [--] followers, [--] engagements


"@moregainzs Rivian can actually survive"  
[X Link](https://x.com/Mabiverse123/status/1769237197138677811)  2024-03-17T05:39Z [--] followers, [--] engagements


"@RougarouRook @DataDInvesting @nasjacked420 I'm gonna be honest I have sofi but it is not as undervalued as you think if you look at their forward data"  
[X Link](https://x.com/Mabiverse123/status/1769797135279476752)  2024-03-18T18:44Z [---] followers, [--] engagements


"@DataDInvesting @nasjacked420 Look at Q4 +200k gaap"  
[X Link](https://x.com/Mabiverse123/status/1769803524857094655)  2024-03-18T19:10Z [---] followers, [---] engagements


"@DataDInvesting @nasjacked420 Saying sofi is more resilient is a bit disingenuous. Particularly given that small cash advances are incredibly resilient during high interest rate periods. Larger loans much less so"  
[X Link](https://x.com/Mabiverse123/status/1769825958528241971)  2024-03-18T20:39Z [---] followers, [--] engagements


"@Jack64128896 Ah yes FUV was seeking a loan from DOE too. It's good to see canoo can also get one"  
[X Link](https://x.com/Mabiverse123/status/1769982423897665818)  2024-03-19T07:01Z [---] followers, [--] engagements


"@HimmyJTheGoat I see vktx so much now as another weight loss drug option. On a side note how you seen $corz"  
[X Link](https://x.com/Mabiverse123/status/1771658174547870130)  2024-03-23T21:59Z [---] followers, [---] engagements


"@thetradingagent @GRomePow 3-10% more lmao. No one needs you to pump the housing market on every purchase so you can take a 6% cut to fatten your own wallet"  
[X Link](https://x.com/Mabiverse123/status/1771719848034181448)  2024-03-24T02:05Z [---] followers, [--] engagements


"@ramahluwalia Do you see that revenue growth continuing"  
[X Link](https://x.com/Mabiverse123/status/1772029178981843397)  2024-03-24T22:34Z [---] followers, [---] engagements


"@Kross_Roads @jevgenijs Currently valued at 400million or previously at [--] million. To give you an idea YC companies raise at 15million valuations with [--] ppl and no product"  
[X Link](https://x.com/Mabiverse123/status/1772359595341566324)  2024-03-25T20:27Z [---] followers, [--] engagements


"@Kross_Roads @jevgenijs Forward revenue is likely 300mil with forward adjusted ebidta multiple at 10x which they should comfortably beat given guidance is given conservatively. This product due to charging no interest to customers actually has a tailwind from high interest"  
[X Link](https://x.com/Mabiverse123/status/1772360973707264429)  2024-03-25T20:32Z [---] followers, [--] engagements


"@LuRai @SchwanzKopf6 @Charge_Stack Do you mean way less risky to buy corz"  
[X Link](https://x.com/Mabiverse123/status/1772702467676848288)  2024-03-26T19:09Z [---] followers, [--] engagements


"@dylangallagher Direct to consumer earned wage access will still exist since it's effectively going to be borrowing more from your future self"  
[X Link](https://x.com/Mabiverse123/status/1776123237824655372)  2024-04-05T05:42Z [---] followers, [--] engagements


"@moregainzs You don't know about canoo's secret project of making electric planes"  
[X Link](https://x.com/Mabiverse123/status/1776756935859261753)  2024-04-06T23:40Z [---] followers, [---] engagements


"My take on FSD. $Goog Waymo is L4 and will succeed in building a profitable business off of robotaxis way earlier than $Tsla. $Tsla's blackbox method is L2 will require an enormous amount of compute power and will require the driver to be responsible. They'll likely pivot"  
[X Link](https://x.com/Mabiverse123/status/1776785764262756692)  2024-04-07T01:35Z [---] followers, [--] engagements


"Is there a Lyft Waymo partnership in the works If so there's a big play here"  
[X Link](https://x.com/Mabiverse123/status/1776895175169872176)  2024-04-07T08:49Z [---] followers, [--] engagements


"@dictionaryhill @Rivian @KevinMelnuk @ChadMoran @Hilbe @RJScaringe They should partner with waymo"  
[X Link](https://x.com/Mabiverse123/status/1777502696146424134)  2024-04-09T01:04Z [---] followers, [--] engagements


"@Jack64128896 @garyblack00 Add canoo"  
[X Link](https://x.com/Mabiverse123/status/1781829241568477422)  2024-04-20T23:36Z [---] followers, [--] engagements


"@JunB17692531 @roey2025 @Core_Scientific don't you just calculate EV. Other are all forward projection"  
[X Link](https://x.com/Mabiverse123/status/1784315072170676652)  2024-04-27T20:13Z [---] followers, [--] engagements


"@moregainzs It's pretty obvious they need profit on R2 to continue expanding. Pausing work at the Georgia factory is temporary"  
[X Link](https://x.com/Mabiverse123/status/1785033337511555124)  2024-04-29T19:48Z [---] followers, [---] engagements


"@moregainzs Joe rather give that money to Ford gm and Chrysler"  
[X Link](https://x.com/Mabiverse123/status/1785078792463258104)  2024-04-29T22:48Z [---] followers, [--] engagements


"@sallis_joe @mukund I'll give you one example Instacart derives a third of its revenue currently from Ads. Retailers tried to build it a year+ ago and many have now given up. Yes you heard it right they can't even get an ads business up and running"  
[X Link](https://x.com/Mabiverse123/status/1785157495373320369)  2024-04-30T04:01Z [---] followers, [--] engagements


"@ramahluwalia They are doing the good work of providing a hedge. What I'm noticing is that they have been selling out of their winners (eg: Nvidia) without capturing the full run up then doubling or tripling down on the worst performing ones price wise that then proceeds to do even worse"  
[X Link](https://x.com/Mabiverse123/status/1786547602634543181)  2024-05-04T00:05Z [---] followers, [---] engagements


"@theBTCMiningGuy @sebastian_ski It's great to hear the focus on ebidta and free cash flow. I don't get the obsession with hash rate there are so many ways to game it"  
[X Link](https://x.com/Mabiverse123/status/1787215496842182703)  2024-05-05T20:19Z [---] followers, [---] engagements


"@elonmusk @MarioNawfal You can tell Elon's got the biggest dream by the companies he starts. SpaceX Tesla NeuralLink etc. Literally fight and win against the biggest odds turning the impossible into the possible"  
[X Link](https://x.com/Mabiverse123/status/1787739149123891375)  2024-05-07T07:00Z [---] followers, [--] engagements


"@AlohaOasis @capital_mindset @sjtweetz Lmao"  
[X Link](https://x.com/Mabiverse123/status/1788051798508380495)  2024-05-08T03:42Z [---] followers, [--] engagements


"@TJ_Research01 Underwriting AI"  
[X Link](https://x.com/Mabiverse123/status/1788484061822124496)  2024-05-09T08:20Z [---] followers, [--] engagements


"@ramahluwalia No link. Just there are reconstitutions in June eg: Russell [----]. Which may cause the ETFs to be a bit different"  
[X Link](https://x.com/Mabiverse123/status/1788824312658764263)  2024-05-10T06:52Z [---] followers, [--] engagements


"@BTCStocksInvest @_Adam_Sullivan1 They discussed on earnings call that they don't have many maturities on debt for the next three [--] so they are investing to grow their cash flow (btc + hpc) for the foreseeable future. I think this is the right way to do it. I would be very concerned if they are just paying debt"  
[X Link](https://x.com/Mabiverse123/status/1789449329192951922)  2024-05-12T00:15Z [---] followers, [--] engagements


"@swainmclain1 @Charge_Stack @Core_Scientific What no. 25-30mil for the Nvidia chips per megawatt"  
[X Link](https://x.com/Mabiverse123/status/1789801915213283352)  2024-05-12T23:36Z [---] followers, [--] engagements


"@JarronJackson4 @swainmclain1 @Charge_Stack @Core_Scientific Yeah but is the customer keeping those chips Or are they going to be covered by corz's margins as well and they'll get to keep them after having paid them off via the contracts There's the data centre changes which costs 1.4-1.5mil which they'll keep but what about the chips"  
[X Link](https://x.com/Mabiverse123/status/1789842191583416812)  2024-05-13T02:16Z [---] followers, [--] engagements


"@GerrySmith1978 @McMimck What's the scale $BTBT wants to operate at How many megawatts"  
[X Link](https://x.com/Mabiverse123/status/1789847475747983447)  2024-05-13T02:37Z [---] followers, [--] engagements


"@KyleAdamsStocks Dave"  
[X Link](https://x.com/Mabiverse123/status/1790247369331933321)  2024-05-14T05:06Z [---] followers, [---] engagements


"@KyleAdamsStocks How so Is it due to the marketplace"  
[X Link](https://x.com/Mabiverse123/status/1790362820695248966)  2024-05-14T12:45Z [---] followers, [--] engagements


"@KyleAdamsStocks I have both. But the customer definition is different for ML and DAVE. I actually do not know how the marketplace would play out given the suppression from interest rates right now. And I also don't know exactly where they are embedded"  
[X Link](https://x.com/Mabiverse123/status/1790368265480605773)  2024-05-14T13:07Z [---] followers, [---] engagements


"@theBTCMiningGuy Who made that Looks like a polygon"  
[X Link](https://x.com/Mabiverse123/status/1790566239548641712)  2024-05-15T02:13Z [---] followers, [--] engagements


"Latest portfolio snapshot: $ML $DAVE $COIN $CORZ BTC ETH Smaller positions in various other names Current equity portfolio: $ML $DAVE $COMP $PATH $BETR $COIN $RIVN $TOST $SOFI $TSLA $UPST $DIDIY $HOOD Current equity portfolio: $ML $DAVE $COMP $PATH $BETR $COIN $RIVN $TOST $SOFI $TSLA $UPST $DIDIY $HOOD"  
[X Link](https://x.com/anyuser/status/1790632894832033905)  2024-05-15T06:38Z [---] followers, [----] engagements


"@ramahluwalia @BillAckman Chipotle's stock is so expensive"  
[X Link](https://x.com/Mabiverse123/status/1790883426872283357)  2024-05-15T23:14Z [---] followers, [--] engagements


"@Wildeye420 @callah32 @AustinHotaling @BottomSniper I think it's a more stable business. Whether the margins are better depends on BTC price. I'm just not able to reconcile on how to value a business that requires 4-7 years to pay off their entire capex using 100% of their profits"  
[X Link](https://x.com/Mabiverse123/status/1791706081712119937)  2024-05-18T05:43Z [---] followers, [--] engagements


"@Wildeye420 @callah32 Btc will get there when it gets there. But I can't use 100k btc as a base case for valuing the company"  
[X Link](https://x.com/Mabiverse123/status/1791710811104170284)  2024-05-18T06:02Z [---] followers, [--] engagements


"Russell Reconstitution [----] coming soon. $DAVE $ML $CORZ https://www.channelchek.com/news-channel/russell-reconstitution-2024-what-investors-should-know https://www.channelchek.com/news-channel/russell-reconstitution-2024-what-investors-should-know"  
[X Link](https://x.com/Mabiverse123/status/1792216242985869582)  2024-05-19T15:30Z [---] followers, [---] engagements


"@KyleAdamsStocks @DeepSailCapital Yeah I was trying to build a product using scraping tech for a couple months so I dove pretty deep into it along with speaking with various third parties. I really want to get a sense of their product performance and pricing structure. Scrapping is rly hard especially at scale"  
[X Link](https://x.com/Mabiverse123/status/1792333281268306156)  2024-05-19T23:15Z [---] followers, [--] engagements


"@KyleAdamsStocks @thexcapitalist @MMMTwealth @nataninvesting Natan has a strange obsession with Chinese stocks.underwriting the geopolitical risks seems unadvised"  
[X Link](https://x.com/Mabiverse123/status/1792334783248548160)  2024-05-19T23:21Z [---] followers, [--] engagements


"@KyleAdamsStocks @thexcapitalist @MMMTwealth @nataninvesting I have no doubt that China would recover economically. I'm very much concerned about some aspects: [--]. Non-china capital that's willing to go and support the right valuations [--]. Chinese government does not care about the stock market as much thus you won't have the fed put 3"  
[X Link](https://x.com/Mabiverse123/status/1792342355204505616)  2024-05-19T23:51Z [---] followers, [--] engagements


"@KyleAdamsStocks @thexcapitalist @MMMTwealth @nataninvesting [--]. There is no stability with regards to policy it will change/shift suddenly based off the desire of CCP [--]. Geopolitical tension will be persistent and economies will be hit intentionally"  
[X Link](https://x.com/Mabiverse123/status/1792342748751667590)  2024-05-19T23:53Z [---] followers, [--] engagements


"@KyleAdamsStocks @thexcapitalist @MMMTwealth @nataninvesting [--]. There are fundamental issues with the Chinese stock market itself in regards to transparency insider trading etc. it's fairly corrupt. One Chinese professor laid it out fairly well a while back"  
[X Link](https://x.com/Mabiverse123/status/1792343097898373266)  2024-05-19T23:54Z [---] followers, [--] engagements


"@KyleAdamsStocks @uboat159 I wonder if there's a significant amount of credit risk here. Given the longer term payback"  
[X Link](https://x.com/Mabiverse123/status/1792378510788677775)  2024-05-20T02:15Z [---] followers, [--] engagements


"@KyleAdamsStocks Small company revenue growth should be sustainable"  
[X Link](https://x.com/Mabiverse123/status/1792999654541422836)  2024-05-21T19:23Z [---] followers, [---] engagements


"My portfolio of $DAVE $ML $CORZ will all be joining the Russell"  
[X Link](https://x.com/anyuser/status/1794137526497845544)  2024-05-24T22:44Z [---] followers, [----] engagements


"Why is $GOEV and $BODI on Russell but $IREN is not And why is $ML labelled as industrial"  
[X Link](https://x.com/Mabiverse123/status/1794139814511747448)  2024-05-24T22:53Z [---] followers, [---] engagements


"@cazenove_uk @McnallieM @sebastian_ski @BertrimFin @theBTCMiningGuy @Charge_Stack @Core_Scientific @irisenergyco @BitdeerOfficial High five. $CORZ is in the Russell too now. Here comes passive flow"  
[X Link](https://x.com/anyuser/status/1794140150202868090)  2024-05-24T22:55Z [---] followers, [---] engagements


"@DataDInvesting @ramahluwalia @Tim_Sweeney_TAR @AverageDipBuyer Unless Twitter has been selectively picking tweets leaning towards one side from your posts. I have almost never seen a critical post outlining what is going poorly for Sofi. It has always been good news is good news bad news is good news. One thing top of mind I have seen"  
[X Link](https://x.com/Mabiverse123/status/1794606780699537449)  2024-05-26T05:49Z [---] followers, [---] engagements


"@cazenove_uk @StefansonRonald @McnallieM @sebastian_ski @BertrimFin @theBTCMiningGuy @Charge_Stack @Core_Scientific @irisenergyco @BitdeerOfficial What's the biggest position"  
[X Link](https://x.com/Mabiverse123/status/1794688525092401437)  2024-05-26T11:14Z [---] followers, [---] engagements


"@StefansonRonald @cazenove_uk @McnallieM @sebastian_ski @BertrimFin @theBTCMiningGuy @Charge_Stack @Core_Scientific @irisenergyco @BitdeerOfficial Nice I think $COIN will be the next faang. Thinking to double my corz position again once they release who they have settled with in terms of HPC contracts"  
[X Link](https://x.com/Mabiverse123/status/1794867193374703995)  2024-05-26T23:04Z [---] followers, [--] engagements


"lol. Which #fintech stock looks the most attracted at the current evaluation My bet is that $DLO will provide the best return to shareholders by [----] $MA $V $PSFE $DLO $BILL $COIN $HOOD $NU $PYPL $SOFI $UPST $MQ $AFRM $SQ $STNE $ML & $DAVE https://t.co/S1H5x0UDaB Which #fintech stock looks the most attracted at the current evaluation My bet is that $DLO will provide the best return to shareholders by [----] $MA $V $PSFE $DLO $BILL $COIN $HOOD $NU $PYPL $SOFI $UPST $MQ $AFRM $SQ $STNE $ML & $DAVE https://t.co/S1H5x0UDaB"  
[X Link](https://x.com/Mabiverse123/status/1795055780820890005)  2024-05-27T11:33Z [---] followers, [---] engagements


"@KyleAdamsStocks Yup now I'm trying to find new ones again while letting the existing portfolio compound a bit. I think you are as well Wish more companies were public instead of staying private"  
[X Link](https://x.com/Mabiverse123/status/1795228749815820555)  2024-05-27T23:01Z [---] followers, [--] engagements


"@KyleAdamsStocks Do you think these businesses will outperform the bitcoin miner+HPC companies"  
[X Link](https://x.com/Mabiverse123/status/1795232963505820154)  2024-05-27T23:17Z [---] followers, [--] engagements


"@KyleAdamsStocks Need to do a lot more DD but really [----] foot thoughts: FOUR: wondering if it's a race to the bottom between them toast stripe square etc. LFMD: why is telodoc not doing great but they are. What's the difference. DESP: Q1 growth seems to fall off a cliff"  
[X Link](https://x.com/Mabiverse123/status/1795233724348444942)  2024-05-27T23:20Z [---] followers, [--] engagements


"@KyleAdamsStocks Would you say these are the best ideas currently What are you looking at in terms of a 12-24 month return"  
[X Link](https://x.com/Mabiverse123/status/1795238421130326192)  2024-05-27T23:39Z [---] followers, [--] engagements


"@KyleAdamsStocks Gotcha. I'm thinking miners/data centres could run up 3-15x lol"  
[X Link](https://x.com/Mabiverse123/status/1795240945232883764)  2024-05-27T23:49Z [---] followers, [--] engagements


"@KyleAdamsStocks I'm gonna dig into your ideas more. Alar I really liked and still do but it was so much more attractive at 100mil ish 😅"  
[X Link](https://x.com/Mabiverse123/status/1795241291854365072)  2024-05-27T23:50Z [---] followers, [--] engagements


"@KyleAdamsStocks Lol $CORZ"  
[X Link](https://x.com/Mabiverse123/status/1795287529874493529)  2024-05-28T02:54Z [---] followers, [---] engagements


"@MMMTwealth lol did @KyleAdamsStocks sell everyone on $alar"  
[X Link](https://x.com/Mabiverse123/status/1795291863072776215)  2024-05-28T03:11Z [---] followers, [----] engagements


"@MichaelWigginsO ML pumped 20%"  
[X Link](https://x.com/Mabiverse123/status/1795373258432471388)  2024-05-28T08:35Z [---] followers, [--] engagements


"@MichaelWigginsO Any ideas on why it happened Could it have anything to do with pre buying for russell"  
[X Link](https://x.com/Mabiverse123/status/1795376054913364195)  2024-05-28T08:46Z [---] followers, [--] engagements


"@MichaelWigginsO Not worried more so trying to understand catalysts as much as possible"  
[X Link](https://x.com/Mabiverse123/status/1795377744815284319)  2024-05-28T08:53Z [---] followers, [--] engagements


"@JLog @KyleAdamsStocks @CuriosityInves Having an arbitrary market cap rule is a bit strange. Especially given that the market cap doesn't necessarily indicate business health"  
[X Link](https://x.com/Mabiverse123/status/1795405642020298984)  2024-05-28T10:43Z [---] followers, [--] engagements


"@MichaelWigginsO Interesting I was looking at Tesla and even smci run ups before being included. Was suspecting there's some thing there. Haven't back tested at all. The recon may be fairly muted but interested to see what the overall behavior is"  
[X Link](https://x.com/Mabiverse123/status/1795411272198209712)  2024-05-28T11:06Z [---] followers, [--] engagements


"@KyleAdamsStocks Their definition of customers is a bit wonky tbh"  
[X Link](https://x.com/Mabiverse123/status/1795892765488001248)  2024-05-29T18:59Z [---] followers, [---] engagements


"@KyleAdamsStocks Idk Cathie says she's a long term investor yet she starts trading the stocks and poorly too. 🤦"  
[X Link](https://x.com/Mabiverse123/status/1795944162258252112)  2024-05-29T22:23Z [---] followers, [---] engagements


"@Tsuff101 Wait how is this news. It was covered on earnings call and interviews repeatedly"  
[X Link](https://x.com/Mabiverse123/status/1796267889877819429)  2024-05-30T19:50Z [---] followers, [--] engagements


"@Charge_Stack Yeah coreweave we know about. But the others sound like they are already having very involved conversations. And these sound like very big players. So I'm curious whether it's on the level of microsoft Nvidia or in the level of snowflake/coreweave or some others like equinix"  
[X Link](https://x.com/Mabiverse123/status/1796287959697907716)  2024-05-30T21:09Z [---] followers, [---] engagements


"@Tsuff101 I actually think their growth target is communicated fairly clearly. [--]. A 750mil ARR HPC business in the next 3-4 years [--]. Existing btc business that will have investment depending on how situation unfold with btc and warrants"  
[X Link](https://x.com/Mabiverse123/status/1796877699115266268)  2024-06-01T12:13Z [---] followers, [---] engagements


"@Tsuff101 It comes down to how much btc will run. But atm I do value CORZ' more for the following reasons: [--]. AI contracts are within the company's control. Btc prices not so much [--]. AI contracts will present stable cashflow which allows for more aggressive investment an"  
[X Link](https://x.com/Mabiverse123/status/1796884538376818811)  2024-06-01T12:40Z [---] followers, [--] engagements


"@Charge_Stack @BitDigital_BTBT Yeah but I guess they don't own their infra and have [--] employees so I wonder what's the value they are providing on the hpc side exactly"  
[X Link](https://x.com/Mabiverse123/status/1796902133465276473)  2024-06-01T13:50Z [---] followers, [---] engagements


"@VultureTrading @Charge_Stack @BitDigital_BTBT Lol AWS was started with [--] pizza teams. But back then if you told me they were going to grow with just those [--] ppl I would've guessed that business would be doomed. I use it as a measure of the strategy the company is pursuing"  
[X Link](https://x.com/Mabiverse123/status/1797063703478837463)  2024-06-02T00:32Z [---] followers, [--] engagements


"@CK_Cryptoklepto This explains a lot why $Riot is going so hard on $Bitf"  
[X Link](https://x.com/Mabiverse123/status/1797485589367034152)  2024-06-03T04:28Z [---] followers, [---] engagements


"@benemodi 150m/eh/s. You sure we'll get close to that without it being a part of any etf"  
[X Link](https://x.com/Mabiverse123/status/1797551798649254123)  2024-06-03T08:52Z [---] followers, [--] engagements


"@benemodi Iren isn't in Russell or s&p. It may not have a big premium on it"  
[X Link](https://x.com/Mabiverse123/status/1797617948435394700)  2024-06-03T13:14Z [---] followers, [--] engagements


"@CK_Cryptoklepto @penny_ether Lol really curious did you hold corz back then and get burnt"  
[X Link](https://x.com/Mabiverse123/status/1797821844390891583)  2024-06-04T02:45Z [---] followers, [--] engagements


"@penny_ether @CK_Cryptoklepto Now I get why you almost became $bitf's democratically elected ceo"  
[X Link](https://x.com/Mabiverse123/status/1797825510820766138)  2024-06-04T02:59Z [---] followers, [---] engagements


"@ViolaMarcus9 @CK_Cryptoklepto @schober_scott1 Lmao. I think you said some trigger words that attracted more of them 😂"  
[X Link](https://x.com/Mabiverse123/status/1797853565505188221)  2024-06-04T04:51Z [---] followers, [--] engagements


"@Wildeye420 @penny_ether U didn't account for cash"  
[X Link](https://x.com/Mabiverse123/status/1797881118177571318)  2024-06-04T06:40Z [---] followers, [---] engagements


"@Wildeye420 @penny_ether Also numbers aren't forward looking enough. Also btc business growth rest of the 300mw of AI Russell inclusion into a higher multiple fed lowering interest rate btc to the moon"  
[X Link](https://x.com/Mabiverse123/status/1797883430350491717)  2024-06-04T06:49Z [---] followers, [----] engagements


"Now that $CORZ is becoming more mainstream maybe I should shift into $BTBT $Alar was cool until it got a bit expensive"  
[X Link](https://x.com/Mabiverse123/status/1797894551484670455)  2024-06-04T07:33Z [---] followers, [----] engagements


"I gave you $DAVE at $5 I gave you $ML at $10 I gave you $CORZ at $3 NOW I'll.oh wait I don't need to be shilling here"  
[X Link](https://x.com/anyuser/status/1797913577325736303)  2024-06-04T08:49Z [---] followers, [----] engagements


"@Wildeye420 May need the price to hold for a bit"  
[X Link](https://x.com/Mabiverse123/status/1797914811441000678)  2024-06-04T08:54Z [---] followers, [--] engagements


"@KyleAdamsStocks [--]. I have concerns on whether growth will decelerate [--]. Concerns on whether margin will compress. I used to get cheaper deal marketed to me continuously. [--]. I think it was like 3mil adjust ebidta so 12-15mil year. 15-20x on that doesn't seem that cheap"  
[X Link](https://x.com/Mabiverse123/status/1798086256066453872)  2024-06-04T20:15Z [---] followers, [---] engagements


"@bazooooka @arbanaut @KevinLMak Just saying the second biggest miner by mined btc count is still worth something. Really hope coreweave doesn't get a buyout. The best way for it to stay independent is a high marketcap"  
[X Link](https://x.com/Mabiverse123/status/1798092079433928720)  2024-06-04T20:38Z [---] followers, [--] engagements


"@KevinLMak No idea. Maybe to force a buyout in case market doesn't respond"  
[X Link](https://x.com/Mabiverse123/status/1798098911103791568)  2024-06-04T21:06Z [---] followers, [---] engagements


"@KyleAdamsStocks My private companies have some that are growing at 22x a year but public wise still in Dave and ML. If we go with arr growth it seems like I should switch but here's what I'm weighing on: for the two cash advance businesses broadly -"  
[X Link](https://x.com/Mabiverse123/status/1798192377355808964)  2024-06-05T03:17Z [---] followers, [--] engagements


"@KyleAdamsStocks Interest lowering tailwind on business atm due to decent growth (mid 20-30) sustainability in growth from paid marketing improvement and potential acceleration on earnings due the ability to leverage a larger customer base/business for additional features under work (eg: -"  
[X Link](https://x.com/Mabiverse123/status/1798195777816416309)  2024-06-05T03:30Z [---] followers, [--] engagements


"@penny_ether @RDR8ER @Charge_Stack @smatthewschultz It's possible it's not whether they want to but whether they are able to"  
[X Link](https://x.com/Mabiverse123/status/1798211955003621859)  2024-06-05T04:35Z [---] followers, [---] engagements


"@bitcoin_vitamin @penny_ether They don't have 3gw done for hpc. That will take years"  
[X Link](https://x.com/Mabiverse123/status/1798262149359534521)  2024-06-05T07:54Z [---] followers, [--] engagements


"Not sure why so many in the mining space are confused about targets. It was on the earnings call. @Tsuff101 I actually think their growth target is communicated fairly clearly. [--]. A 750mil ARR HPC business in the next 3-4 years [--]. Existing btc business that will have investment depending on how situation unfold with btc and warrants @Tsuff101 I actually think their growth target is communicated fairly clearly. [--]. A 750mil ARR HPC business in the next 3-4 years [--]. Existing btc business that will have investment depending on how situation unfold with btc and warrants"  
[X Link](https://x.com/Mabiverse123/status/1798329478491578526)  2024-06-05T12:22Z [---] followers, [---] engagements


"@Carflos223Matos I think $corz has a bigger upside and still mispriced but btbt is also really mispriced. I would likely split between the two and potentially buy in on dips for $iren as well"  
[X Link](https://x.com/Mabiverse123/status/1798668728995020966)  2024-06-06T10:50Z [---] followers, [---] engagements


"@JaMarc0 @CK_Cryptoklepto @TheRoyalacademi @APLDdigital He mentioned on the earnings call at 20:00 ish that the economics would be similar to another contract that was previously discussed. Wondering where that previous discussion occurred"  
[X Link](https://x.com/Mabiverse123/status/1799697688109416814)  2024-06-09T06:59Z [---] followers, [--] engagements


"@JaMarc0 @CK_Cryptoklepto @TheRoyalacademi @APLDdigital They said they discussed the revenue per megawatt at 20:00 on the earnings call so I was trying to find it"  
[X Link](https://x.com/Mabiverse123/status/1799704161631735963)  2024-06-09T07:24Z [---] followers, [--] engagements


"@JaMarc0 @CK_Cryptoklepto @TheRoyalacademi @APLDdigital"  
[X Link](https://x.com/Mabiverse123/status/1799784634227798187)  2024-06-09T12:44Z [---] followers, [--] engagements


"@KyleAdamsStocks Take a look at $slnh"  
[X Link](https://x.com/Mabiverse123/status/1799793686836036057)  2024-06-09T13:20Z [---] followers, [---] engagements


"@theBTCMiningGuy Corz losing so hard is bullish. Means more institutional investors than paper handed fomoers"  
[X Link](https://x.com/anyuser/status/1799932594496155883)  2024-06-09T22:32Z [---] followers, [--] engagements


"@smatthewschultz @penny_ether @BTCStocksInvest @rftylerpage At this point I might buy into clsk. I want at least a pure btc miner somewhere"  
[X Link](https://x.com/anyuser/status/1800617532794995040)  2024-06-11T19:54Z [---] followers, [---] engagements


"@beau1416 @ftr_investors @StockSavvyShay Which platform is that and how do they estimate sales"  
[X Link](https://x.com/Mabiverse123/status/1802254312430555422)  2024-06-16T08:18Z [---] followers, [--] engagements


"@tsungrow @SakaKabu5924 They had a pivot whereby they started hosting ai data centres (eg: signing a 200mw deal with coreweave valued at 3.5b over [--] years). So now it's an AI picks and shovel play just like Nvidia"  
[X Link](https://x.com/Mabiverse123/status/1802309525640511614)  2024-06-16T11:57Z [---] followers, [---] engagements


"@tsungrow @SakaKabu5924 Nvidia sells gpus but doesn't host data centres they are partnered to $corz through coreweave. Also $corz is undervalued compared to Nvidia. Nvidia is priced in pretty well. You will make a lot more money buying $corz than Nvidia"  
[X Link](https://x.com/Mabiverse123/status/1802311929358434677)  2024-06-16T12:07Z [---] followers, [---] engagements


"@tsungrow @SakaKabu5924 Actually over 100% now from [----] - [-----]. I think we will see 30+ this year if not 40+"  
[X Link](https://x.com/Mabiverse123/status/1802314572508066005)  2024-06-16T12:17Z [---] followers, [---] engagements


"@tsungrow @SakaKabu5924 The contract isn't reflected on the financial statement yet. What you see there is a combination of Bitcoin mining profits and some lingering effects from chapter [--] restructuring"  
[X Link](https://x.com/Mabiverse123/status/1802316352369086601)  2024-06-16T12:24Z [---] followers, [---] engagements


"@Tsuff101 What if people buy but do not exercise corzw Then they can't cover all of their debt + get cash on the balance sheet. Is this scenario possible"  
[X Link](https://x.com/Mabiverse123/status/1802362617157083493)  2024-06-16T15:28Z [---] followers, [--] engagements


"@smatthewschultz Hpc duh. Bitcoin only. Tell it to them @CK_Cryptoklepto"  
[X Link](https://x.com/Mabiverse123/status/1802511637531828575)  2024-06-17T01:20Z [---] followers, [--] engagements


"@sebastian_ski @ArgoBlockchain @DigihostDGHI @dmgblockchain @Mawsoninc @Stronghold_DM @Sphere3D $slnh"  
[X Link](https://x.com/Mabiverse123/status/1802518728069804078)  2024-06-17T01:48Z [---] followers, [---] engagements


"@mikealfred All the ones that haven't has massive run ups has big implied volatility"  
[X Link](https://x.com/Mabiverse123/status/1802704870623043628)  2024-06-17T14:08Z [---] followers, [---] engagements


"@Haughmet @Charge_Stack They are still in the same sector. Would need to pick a diff theme/thesis for actual diversification"  
[X Link](https://x.com/Mabiverse123/status/1802755309473272139)  2024-06-17T17:28Z [---] followers, [--] engagements


"@CK_Cryptoklepto @_Adam_Sullivan1 They said that at least twice if not three times. Earnings call investor day presentation and the interview today"  
[X Link](https://x.com/Mabiverse123/status/1803257927597465764)  2024-06-19T02:46Z [---] followers, [--] engagements


"@ThrobbingBratw1 @BTCStocksInvest @danroberts0101 Based off quite a few conversations I have now had in the data center space. I frankly think this is an optimistic but unrealistic view of how hpc hosting works. There are numerous challenges which you are glossing over here or assuming it's possible but won't materialize"  
[X Link](https://x.com/Mabiverse123/status/1803611523887313354)  2024-06-20T02:11Z [---] followers, [---] engagements


"@BTCStocksInvest @ThrobbingBratw1 @danroberts0101 Speed was a big value proposition to coreweave. They need to expand quickly and Nvidia needs them to as well before GPU sales gets hit. We'll see how things shake out soon with $corz other [---] mw that are supposed to come imminently. But I have doubts on the"  
[X Link](https://x.com/Mabiverse123/status/1803870179253747914)  2024-06-20T19:18Z [---] followers, [---] engagements


"@ThrobbingBratw1 @BTCStocksInvest @danroberts0101 If coreweave gets crazy hyped for ipo. You can bet $corz is going to pump alongside"  
[X Link](https://x.com/Mabiverse123/status/1803872473609576865)  2024-06-20T19:28Z [---] followers, [---] engagements


"@ThrobbingBratw1 @BTCStocksInvest @danroberts0101 Of course I was. Except I bought in at the dirt bottom in dec 2022"  
[X Link](https://x.com/Mabiverse123/status/1803879494807359894)  2024-06-20T19:56Z [---] followers, [--] engagements


"@Core_Scientific @nvidia @HPE $nvda"  
[X Link](https://x.com/Mabiverse123/status/1803879790027342172)  2024-06-20T19:57Z [---] followers, [---] engagements


"@ThrobbingBratw1 @BTCStocksInvest @danroberts0101 IPOs generally drop. But we are early cycle and AI hype is going strong. So we'll seem as long as revenue/earnings is enough to support the price it'll be fine"  
[X Link](https://x.com/Mabiverse123/status/1803880171994542427)  2024-06-20T19:58Z [---] followers, [--] engagements


"Lmao @DataDInvesting Title it the SoFi Bible and release it as the Old and New Testaments. @DataDInvesting Title it the SoFi Bible and release it as the Old and New Testaments"  
[X Link](https://x.com/Mabiverse123/status/1804375553438572845)  2024-06-22T04:47Z [---] followers, [--] engagements


"@ramahluwalia Yeah but shallow cherry picked hype analysis on popular stocks of the day is the best way to pick up followers"  
[X Link](https://x.com/Mabiverse123/status/1805053677205643388)  2024-06-24T01:41Z [---] followers, [--] engagements


"@TheBitcoinConf @Core_Scientific @MarathonDH @CleanSpark_Inc @BitcoinMagazine @RobertKennedyJr @VivekGRamaswamy @rustyrockets @nottjmiller Lol at this post when btc breaks 60k"  
[X Link](https://x.com/Mabiverse123/status/1805294720404570400)  2024-06-24T17:39Z [---] followers, [--] engagements


"@CK_Cryptoklepto lol k. So you think you have a better take than Philippe Laffont"  
[X Link](https://x.com/Mabiverse123/status/1805613703234306542)  2024-06-25T14:47Z [---] followers, [--] engagements


"@CK_Cryptoklepto Seriously Equinix doesn't look like it's 5x at [--] billion"  
[X Link](https://x.com/Mabiverse123/status/1805685625460506647)  2024-06-25T19:32Z [---] followers, [--] engagements


"@CK_Cryptoklepto But that thesis there wouldn't be any data centre companies outside of mag7 but the reality is that there are many. In fact coreweave is in a way the data centre arm of Nvidia anyways. APLD still looks like a crappy company to me as of right now"  
[X Link](https://x.com/Mabiverse123/status/1805716670713053206)  2024-06-25T21:36Z [---] followers, [--] engagements


"$ML QED & Boston Consulting Group Global Fintech [----] report: "We expect an embedded finance market size of more than $320 billion in revenue in [----] with the small and medium-size business (SMB) segment accounting for about half ($150 billion) as both vertical and horizontal https://t.co/V8wvSvz9rZ QED & Boston Consulting Group Global Fintech [----] report: "We expect an embedded finance market size of more than $320 billion in revenue in [----] with the small and medium-size business (SMB) segment accounting for about half ($150 billion) as both vertical and horizontal https://t.co/V8wvSvz9rZ"  
[X Link](https://x.com/Mabiverse123/status/1806272130557829472)  2024-06-27T10:23Z [---] followers, [---] engagements


"$DAVE B. Riley sees buying opportunity in Dave on partner data breach B. Riley says Dave (DAVE) shares sold off yesterday on concerns over a consumer data breach at its fintech banking partner Evolve Bank & Trust"  
[X Link](https://x.com/Mabiverse123/status/1806809332920779106)  2024-06-28T21:58Z [---] followers, [---] engagements


"@justluciano @Core_Scientific Yes. Clsk mined [----] today with 20EH. So it's likely 4eh worth was unplugged for AI. Not 100% certain though"  
[X Link](https://x.com/Mabiverse123/status/1807055130136814062)  2024-06-29T14:14Z [---] followers, [--] engagements


"@penny_ether @_Adam_Sullivan1 @Core_Scientific Trench [--] warrants not executing fast enough seems like an oversight tbh"  
[X Link](https://x.com/Mabiverse123/status/1807122467112247462)  2024-06-29T18:42Z [---] followers, [---] engagements


"@penny_ether @_Adam_Sullivan1 @Core_Scientific Well they aren't in a horrible spot. If I recall correctly the corzw expiration date was matched up with the first serious debt repayment date that's in [--] years. So they can theoretically use the majority of their cashflow to grow instead and assume corzw takes care of the debt"  
[X Link](https://x.com/Mabiverse123/status/1807217796193140962)  2024-06-30T01:01Z [---] followers, [--] engagements


"@penny_ether @_Adam_Sullivan1 @Core_Scientific But given that capex is so important in this industry it's much better to have everything execute clear out the debt get to 400mil cash on the balance sheet and use the $ to grow"  
[X Link](https://x.com/Mabiverse123/status/1807218361211957331)  2024-06-30T01:03Z [---] followers, [--] engagements


"@kashyap286 @penny_ether The large amount of data centre being built out and gpus being purchased is by design. That's how Nvidia is going to support their revenue. Faang companies are too slow. So Nvidia is doing it themselves through Coreweave"  
[X Link](https://x.com/Mabiverse123/status/1807286421352292671)  2024-06-30T05:33Z [---] followers, [---] engagements


"@QCompounding After seeing what his wife did after the divorce I'm starting to see why they divorced"  
[X Link](https://x.com/Mabiverse123/status/1807898231063601293)  2024-07-01T22:05Z [---] followers, [----] engagements


"@penny_ether @wagermetrics I frankly don't think corz have the skillset to build out the software stack to support provisioning their own gpus. And if I were to guess the same applies to iren and wulf"  
[X Link](https://x.com/Mabiverse123/status/1808431035031429409)  2024-07-03T09:22Z [---] followers, [--] engagements


"@ThrobbingBratw1 @penny_ether That hawk tuah lmfaoooo"  
[X Link](https://x.com/Mabiverse123/status/1808512212085928163)  2024-07-03T14:44Z [---] followers, [---] engagements


"@mrjayw @dylan522p Will Perplexity actually be big The jury is still out. There's also the assumption there will be some massive business that comes from one of these GenAI startups to erase the losses. Is that actually true Should Sequoia act more like an index tracking etf for startups"  
[X Link](https://x.com/Mabiverse123/status/1809503661804122354)  2024-07-06T08:24Z [---] followers, [----] engagements


"@BTCStocksInvest Also they need to find the capex somehow. Idk maybe I'm missing something where they'll contract out parts of it and/or find their niche in some form but the expectation where they are to be clsk+corz+coreweave in the 12-24months feels really off"  
[X Link](https://x.com/Mabiverse123/status/1810022635222577166)  2024-07-07T18:46Z [---] followers, [--] engagements


"@ylecun @DavidSacks isn't the far right"  
[X Link](https://x.com/Mabiverse123/status/1810187791273238659)  2024-07-08T05:42Z [---] followers, [---] engagements


"@BTCStocksInvest It's good to have as a reference. If it takes Amazon [--] years to complete I don't want to hear a miner telling me they'll do it in [--] months. It's also easier to pinpoint where the potential bottlenecks are to differentiate between real challenges vs poor execution"  
[X Link](https://x.com/Mabiverse123/status/1810295104357224866)  2024-07-08T12:49Z [---] followers, [--] engagements


"@AAlsome1 @Stockaholic5 It's all a matter of perspective"  
[X Link](https://x.com/Mabiverse123/status/1810356402604388490)  2024-07-08T16:52Z [---] followers, [--] engagements


"@AAlsome1 @Stockaholic5 Could be but I'm willing to underwrite it. You don't have to though"  
[X Link](https://x.com/Mabiverse123/status/1810357504800444564)  2024-07-08T16:57Z [---] followers, [--] engagements


"Likely cuz they are bad. I listened to their earning calls a while back it frankly sounded like a train wreck. BTBT was 60-70% margin so Corz' having a higher margin profile doesn't surprise me. We can prolly look to equinix and co. and see what their economic profile looks like"  
[X Link](https://x.com/Mabiverse123/status/1810691983419289828)  2024-07-09T15:06Z [---] followers, [--] engagements


"@theBTCMiningGuy @smatthewschultz @CleanSpark_Inc Lmfao was hoping someone made this comment"  
[X Link](https://x.com/Mabiverse123/status/1810850433319195076)  2024-07-10T01:36Z [---] followers, [--] engagements


"@smatthewschultz @CleanSpark_Inc I happen to disagree HPC provides: - optionality in financing - higher multiple thus *more* financing to grow faster - business diversification for growth stability and weathering downturns - more lever for the company and not being overly subjected to btc price action"  
[X Link](https://x.com/Mabiverse123/status/1810853055023505783)  2024-07-10T01:46Z [---] followers, [---] engagements


"@smatthewschultz @CleanSpark_Inc Also what if btc price doesn't increase drastically in the short/medium term You are better off making fiat and buying btc/btc mining infra on the cheap"  
[X Link](https://x.com/Mabiverse123/status/1810854756006645945)  2024-07-10T01:53Z [---] followers, [--] engagements


"@Crypto2Stocks @theBTCMiningGuy @smatthewschultz @CleanSpark_Inc Humor is tied to intelligence tho"  
[X Link](https://x.com/Mabiverse123/status/1810882122548191458)  2024-07-10T03:41Z [---] followers, [--] engagements


"@_Adam_Sullivan1 @Core_Scientific @blocks @jack Adam making moves while being silent on social media"  
[X Link](https://x.com/Mabiverse123/status/1811065152839766385)  2024-07-10T15:49Z [---] followers, [---] engagements


"@nataninvesting So why is PDD able to run up and not baba. Is it because Temu is international"  
[X Link](https://x.com/Mabiverse123/status/1811375329946005545)  2024-07-11T12:21Z [---] followers, [--] engagements


"@JarronJackson4 @gemkell You are underwriting too much. I have a feeling if you tried running your own business you'll understand the bottom up approach more and appreciate the execution complexity involved - which would also make you better at calling out BS"  
[X Link](https://x.com/Mabiverse123/status/1811450812192948387)  2024-07-11T17:21Z [---] followers, [--] engagements


"@BTCStocksInvest @Richard73628254 Wouldn't be surprised if they run over everyone over the next couple years given the massive capital coming in to support growth"  
[X Link](https://x.com/Mabiverse123/status/1811724553833402543)  2024-07-12T11:29Z [---] followers, [--] engagements


"@RayPaultre @jtfdenver @ezraklein @tylercowen The argument she is making is based on the Republican label over actual policy. For one someone who is Republican could have a progressive tax policy. And I think tax reform is trying to address the symptom and not the root cause"  
[X Link](https://x.com/Mabiverse123/status/1813895892065476841)  2024-07-18T11:17Z [---] followers, [--] engagements


"@deliverBitcoin @Umbisam Lol SpaceX going to Mars means iren will be colonizing space"  
[X Link](https://x.com/Mabiverse123/status/1814189384930914738)  2024-07-19T06:43Z [---] followers, [---] engagements


"@BTCStocksInvest #1 miner by projected eh on paper. Whether they will merge successfully and be more than the sum of its parts remain to be seen"  
[X Link](https://x.com/Mabiverse123/status/1814298289551847656)  2024-07-19T13:56Z [---] followers, [---] engagements


"@BTCStocksInvest That's no prob. But if a deal gets announced I might just sell as it pumps up to acquisition price"  
[X Link](https://x.com/Mabiverse123/status/1814369897654395089)  2024-07-19T18:41Z [---] followers, [--] engagements


"Ended up selling 2/3rs of btcs to buff up the miners portfolio"  
[X Link](https://x.com/Mabiverse123/status/1814939316222595262)  2024-07-21T08:23Z [---] followers, [---] engagements


"@sammccolgan @HimmyJTheGoat @KyleAdamsStocks It depends on the cycle as well imo. Late 2021/2022 was all about losing less money if you are long. But late 2022til now has been about being greedy and leveraging long especially given the interest rate tailwind on small caps and even more so interest rate sensitive stocks"  
[X Link](https://x.com/Mabiverse123/status/1815642179941093696)  2024-07-23T06:56Z [---] followers, [--] engagements


"@paulg @callmehouck Honestly with the amount of outright lying to everyone's faces the democrats have done. Who knows what the hell was going on"  
[X Link](https://x.com/Mabiverse123/status/1815868354730811846)  2024-07-23T21:55Z [---] followers, [---] engagements


"@penny_ether @Rex_Finance If someone starts with the assumption of btc to the moon and AI will fail spectacularly in the next 12-24 months months then it just logically makes sense to go pure hodl miners. I prefer to look at other possibilities as well"  
[X Link](https://x.com/Mabiverse123/status/1816186678148759673)  2024-07-24T19:00Z [---] followers, [---] engagements


"@ramahluwalia No taxes on ETFs is too op. Catch every rotation"  
[X Link](https://x.com/Mabiverse123/status/1816889407888392637)  2024-07-26T17:32Z [---] followers, [---] engagements


"@ramahluwalia I'm ready to buy some long dated calls on the etf :D"  
[X Link](https://x.com/Mabiverse123/status/1816917813698920718)  2024-07-26T19:25Z [---] followers, [--] engagements


"@penny_ether Where are the penny pics"  
[X Link](https://x.com/Mabiverse123/status/1817108408522187167)  2024-07-27T08:02Z [---] followers, [---] engagements


"@Tsuff101 @penny_ether @cazenove_uk @benemodi You also have a lower multiple so btc price likely needs to be higher than even 120k ish to get an equivalent marketcap"  
[X Link](https://x.com/Mabiverse123/status/1818378428401565724)  2024-07-30T20:09Z [---] followers, [--] engagements


"No surprise $Dave crushes earnings again. When economy slows down and consumers are in a crunch Dave gets a tailwind"  
[X Link](https://x.com/Mabiverse123/status/1820557552490578424)  2024-08-05T20:28Z [---] followers, [---] engagements


"@Forspodium Should be trading at 600mil mkcp at least if not 750mil-1b. This applies to some of the other Fintechs too"  
[X Link](https://x.com/Mabiverse123/status/1820566239670104543)  2024-08-05T21:03Z [---] followers, [--] engagements

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