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# ![@broheim777 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::238402606.png) @broheim777 E Robert

E Robert posts on X about $lode, $inv, $msft, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::238402606/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::238402606/c:line/m:interactions.svg)

- [--] Week [------] +165%
- [--] Month [-------] +420%
- [--] Months [-------] +831%
- [--] Year [-------] -17%

### Mentions: [---] [#](/creator/twitter::238402606/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::238402606/c:line/m:posts_active.svg)

- [--] Week [---] -39%
- [--] Month [---] +179%
- [--] Months [---] +587%
- [--] Year [---] -8.30%

### Followers: [---] [#](/creator/twitter::238402606/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::238402606/c:line/m:followers.svg)

- [--] Week [---] +4.60%
- [--] Month [---] +19%
- [--] Months [---] +25%
- [--] Year [---] +47%

### CreatorRank: [---------] [#](/creator/twitter::238402606/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::238402606/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  29.95% [finance](/list/finance)  23.86% [stocks](/list/stocks)  19.8% [technology brands](/list/technology-brands)  11.17% [automotive brands](/list/automotive-brands)  1.02% [social networks](/list/social-networks)  0.51% [countries](/list/countries)  0.51%

**Social topic influence**
[$lode](/topic/$lode) #1, [$inv](/topic/$inv) #12, [$msft](/topic/$msft) #147, [ai](/topic/ai) 8.12%, [in the](/topic/in-the) 8.12%, [money](/topic/money) 6.09%, [this is](/topic/this-is) 6.09%, [ceo](/topic/ceo) #3707, [inv](/topic/inv) #7, [we are](/topic/we-are) 5.08%

**Top accounts mentioned or mentioned by**
[@bradentewinkel](/creator/undefined) [@braden_tewinkel](/creator/undefined) [@deepvalueplay](/creator/undefined) [@aktienakademie](/creator/undefined) [@meragoldplz](/creator/undefined) [@cashencarlo1](/creator/undefined) [@nestbetter](/creator/undefined) [@cdegasperis](/creator/undefined) [@xtimes1](/creator/undefined) [@weareinnventure](/creator/undefined) [@joceyreyes209](/creator/undefined) [@kelpieforest](/creator/undefined) [@valueventurez](/creator/undefined) [@shadysci](/creator/undefined) [@atlasshrug1](/creator/undefined) [@johnche42227594](/creator/undefined) [@17thfellow](/creator/undefined) [@nomadcarnivore](/creator/undefined) [@jbjunk69](/creator/undefined) [@gold_kds](/creator/undefined)

**Top assets mentioned**
[Inverse Finance (INV)](/topic/$inv) [Microsoft Corp. (MSFT)](/topic/$msft) [Lucid Diagnostics Inc. (LUCD)](/topic/$lucd) [Tesla, Inc. (TSLA)](/topic/$tsla) [RenovoRx, Inc. (RNXT)](/topic/$rnxt) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [GrafTech International Ltd. (EAF)](/topic/$eaf) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Immuneering Corporation (IMRX)](/topic/$imrx) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@MeraGoldPlz $LODE lets say best case scenario we get $400mm & Corrado dors the right thing & LODEs interest junps to 35% given all the $ Lode has advanced. That = $140mm after taxes maybe $110mm w/the increased share count $1.50 a share"  
[X Link](https://x.com/broheim777/status/2021157922521121152)  2026-02-10T09:42Z [---] followers, [---] engagements


"@NestBetter $LODE is going to build an in-house refinery and what compete with this https://www.reuters.com/world/asia-pacific/korea-zinc-board-discuss-plan-build-smelter-under-us-joint-venture-source-says-2025-12-15/ https://www.reuters.com/world/asia-pacific/korea-zinc-board-discuss-plan-build-smelter-under-us-joint-venture-source-says-2025-12-15/"  
[X Link](https://x.com/broheim777/status/2018948392156537290)  2026-02-04T07:23Z [---] followers, [---] engagements


"$INV I am gonna do a deep dive write up on this. Its truly fascinating the more you know. I think whether they announce another large contract beyond DarkNX or not (in addition to neoclouds) there are other catalysts coming"  
[X Link](https://x.com/broheim777/status/2019805281480548798)  2026-02-06T16:07Z [---] followers, [----] engagements


"$LODE anyone seriously invested in LODE given all the money taken from the LODE treasury the incessant dilution FOR SSOF this should be the focus. Again the CEO has 10x more at stake in this than recycling. This we can all agree"  
[X Link](https://x.com/broheim777/status/2021123586866438246)  2026-02-10T07:26Z [---] followers, [----] engagements


"@MeraGoldPlz $LODE he cant keep the charade up much longer IMHO. How much more money can he sink into this under the guise he is investing in recycling So I think a sale happens later this year"  
[X Link](https://x.com/broheim777/status/2021156372432208325)  2026-02-10T09:36Z [---] followers, [---] engagements


"@CDe_Gasperis $LODE the stock certainly isnt trading like the last raise was 5x oversubscribed. But thats Corrado for you: there is a public face that talks all sorts of bs and there is the behind the scenes maneuvering. Lets talk about the latter"  
[X Link](https://x.com/broheim777/status/2022055313667764417)  2026-02-12T21:08Z [---] followers, [---] engagements


"@NestBetter $LODE $MSFT built this substation in anticipation of the Greenlink West. Its this substation that will power SSOF. It got provisional approval two days ago but on March 5th it goes before the BBOC for final- CUP (conditional use permit)"  
[X Link](https://x.com/broheim777/status/2022086595625828620)  2026-02-12T23:13Z [---] followers, [---] engagements


"$LODE he took $4.5mm from the August raise and advanced that to SSOF he hit the ATM in December for $6mm. He expressly stated these funds were designed to bring power to the land. He also said in February he would have a transaction"  
[X Link](https://x.com/broheim777/status/2022276772532760985)  2026-02-13T11:48Z [---] followers, [---] engagements


"$LODE Reno area is so fucking hot right now. Only a guy sitting on a gold mine with gold going up 4X and couldnt monetize it could fuck this up: https://www.datacenterdynamics.com/en/news/nvidia-to-lease-junk-bond-backed-tract-capital-data-center-in-reno-nevada-report/ https://www.datacenterdynamics.com/en/news/nvidia-to-lease-junk-bond-backed-tract-capital-data-center-in-reno-nevada-report/"  
[X Link](https://x.com/broheim777/status/2022314179915391439)  2026-02-13T14:17Z [---] followers, [----] engagements


"$LODE today at 9:00am Microsoft is going before the Lyon County Commission (SSOF) seeking approval for a 345KV substation- 345KV for [---] acres (right next door to us) seems like they are planning for an AI campus- we are across the street.$MSFT-our buyer"  
[X Link](https://x.com/broheim777/status/2021258527046566019)  2026-02-10T16:22Z [---] followers, [----] engagements


"$LODE the most meaningful short term event concerns SSOF. There are [--] possibilities: A) The CEO is value stacking the land; horizontal construction bringing power for an EVENTUAL sale or B) checking off the boxes dictated by a known buyer"  
[X Link](https://x.com/broheim777/status/2022275647549190609)  2026-02-13T11:44Z [---] followers, [---] engagements


"$LODE sell the land AND airport to $TSLA. https://www.teslarati.com/elon-musk-boring-company-studying-potential-giga-nevada-tunnel/ https://www.teslarati.com/elon-musk-boring-company-studying-potential-giga-nevada-tunnel/"  
[X Link](https://x.com/broheim777/status/2022314865918943256)  2026-02-13T14:20Z [---] followers, [---] engagements


"@CDe_Gasperis $LODE now lets talk about that disastrous investor call. The CEO said in Dec he tapped the ATM NOT for the recycling plant NOT to produce a Preliminary Assessment for the legacy mine Dayton to effectuate a sale but for SSOF. Let that sink in"  
[X Link](https://x.com/broheim777/status/2019336046601977984)  2026-02-05T09:03Z [---] followers, [---] engagements


"$LODE do investors NOT understand what commissioning is It is hard work. Fortunato is a chemical engineer NOT a mechanical one. But we heard nothing about this instead we were given the same presentation given numerous times about the TAM"  
[X Link](https://x.com/broheim777/status/2019339498035826825)  2026-02-05T09:17Z [---] followers, [---] engagements


"$LODE It gets worse. On the subject of the feedstock the panels his answer: that is the one place we do not have visability. No visability on the most important aspect of the business They started the year w/5k tonnes now have 6"  
[X Link](https://x.com/broheim777/status/2019340103529951640)  2026-02-05T09:19Z [---] followers, [---] engagements


"$LODE that investor call was so incredibly haphazard unprepared lacking in detail. Heres another example: one stated reason for the raise was bringing in-house refinery. Its in the prospectus but I contend just a ruse"  
[X Link](https://x.com/broheim777/status/2019342352394121287)  2026-02-05T09:28Z [---] followers, [---] engagements


"$LODE what details about refining did we learn Apparently Fortunato waiting for the recycling equipment googled searched about modern refining and extraction methods. It appears plausible. More work to be done. Thats it You raise $50mm for that"  
[X Link](https://x.com/broheim777/status/2019342909057953855)  2026-02-05T09:30Z [---] followers, [---] engagements


"$LODE IF Corrado really cares about anything other than his interests in SSOF AND hopefully isnt hiding anything (he thinks he can take $20mm and expense it on a 3rd party matter without oversight) he SHOULD offer and welcome this"  
[X Link](https://x.com/broheim777/status/2019349338279813184)  2026-02-05T09:56Z [---] followers, [---] engagements


"$LODE so as a shareholder I am imploring Hood River Capital I know this is small fish to you BUT look at $EOSE and what Cerebus did there. It now has a MC of $5 BILLION while before it was tettering on bankruptcy"  
[X Link](https://x.com/broheim777/status/2019349907946303670)  2026-02-05T09:58Z [---] followers, [---] engagements


"$LODE look the funds dumped it. Titan tried to stabilize it but couldnt Look at the short interest the other day. They called the idiot Corrado and didnt like what they heard. Bye"  
[X Link](https://x.com/broheim777/status/2019427785526460429)  2026-02-05T15:07Z [---] followers, [---] engagements


"$LODE I have seem them fail after weeks but to have a stock trading $4.40 offer it up at $2.75 then sell 20% of the float and crash it through the deal price and now at $2.40 Hahaha they werent too impressed w/the BBQ at Silver Lake"  
[X Link](https://x.com/broheim777/status/2019469893427409281)  2026-02-05T17:55Z [---] followers, [---] engagements


"$LODE there is all sorts of activity taking place but I want to focus on the [---] acres occupied by $MSFT literally across the street from our lot. MSFT yesterday went before the Lyon County Commission and was awarded approval for their Nighthawk substation"  
[X Link](https://x.com/broheim777/status/2021489544865161544)  2026-02-11T07:40Z [---] followers, [---] engagements


"$LODE as for price: $MSFT paid $235k per acre for their small lot in Fernley nearby. This was in an industrial park shovel ready. But the SSOF parcel has certain features that make it a unicorn: the water and senior water rights; the 600MW of power secured"  
[X Link](https://x.com/broheim777/status/2021498208938017276)  2026-02-11T08:15Z [---] followers, [---] engagements


"$LODE and it is the largest contiguous parcel in the area. It also blocks $MSFT in AND has tax benefits that make the purchase even at 300k an acre free over time. They do not want to lose this to $GOOG or $TSLA or $META. Throw in the airport"  
[X Link](https://x.com/broheim777/status/2021498742441115683)  2026-02-11T08:17Z [---] followers, [---] engagements


"@CDe_Gasperis $LODE I wish I could do a pair trade: long SSOF and short $LODE then I realized thats what Corrado is He is all in on SSOF and barely invested in LODE. Ergo I need to go long Corrado but that is a fuckin death wish"  
[X Link](https://x.com/broheim777/status/2022089382615036001)  2026-02-12T23:24Z [---] followers, [---] engagements


"@DeepValuePlay $LODE pretty sure Corrado got the message. On the CC he said all will be resolved shortly. My guess an 8k will be filed highlighting how a) the monies allocated from the raise toward SSOF will be governed; b) equitable distribution plans"  
[X Link](https://x.com/broheim777/status/2019734910790160523)  2026-02-06T11:28Z [---] followers, [---] engagements


"$LODE IF Mak Capitals filing is driving this imagine what Hood River might do I think we need to wait though"  
[X Link](https://x.com/broheim777/status/2019808446619803925)  2026-02-06T16:20Z [---] followers, [---] engagements


"$LODE securing title possibly the last step before a sale where is the $$ coning from ($25mm) My guess its coming from the last raise and justified as other corporate purposes. This shit is borderline illegal but maybe kudos to Corrado in having balls"  
[X Link](https://x.com/broheim777/status/2021136006624268414)  2026-02-10T08:15Z [---] followers, [---] engagements


"@AktienAkademie He cant. You can not move this % of money from $LODE to a related party acting as real estate holding company w/o consequences namely $LODE is no longer an industrial but an investment fund-.lots of SEC issues"  
[X Link](https://x.com/broheim777/status/2021136767965863977)  2026-02-10T08:18Z [---] followers, [---] engagements


"@AktienAkademie $LODE as an investment fund would probably also lose its status as an operator in the qualified economic zone. Its a tight wire walk but I am sure he has counsel- I hope anyway"  
[X Link](https://x.com/broheim777/status/2021138588641988638)  2026-02-10T08:26Z [---] followers, [---] engagements


"@MeraGoldPlz $LODE all things being equal we probably settle where we were before the $50mm dilution at $4.50 IF all goes to plan. But so much can go wrong as a lawyer thats how I think. But everyone should do their own DD"  
[X Link](https://x.com/broheim777/status/2021158378509086806)  2026-02-10T09:44Z [---] followers, [---] engagements


"$LODE property with underground water pledges this water to the utility. The utility provided you can prove that they can via the infrastructure supply the water - neighbors not losing pressure pipes bursting etc will then issue you a will serve letter"  
[X Link](https://x.com/broheim777/status/2021493897638318520)  2026-02-11T07:57Z [---] followers, [---] engagements


"$LODE In both cases $MSFT transitioned from a modest footprint to acquiring 1000s of acres of contiguous land. In [----] they started w/315 acres by [----] they had [----]. Just like Nighhawk it starts with oversizes substations & expands"  
[X Link](https://x.com/broheim777/status/2022059305856532776)  2026-02-12T21:24Z [---] followers, [---] engagements


"@NestBetter $LODE no hyperscaler is signing before a CUP is signed. Its the fucking power for it all March 5th theyll get that. I think a few days after we have a deal- maybe in time for 4th Q call"  
[X Link](https://x.com/broheim777/status/2022087302118560220)  2026-02-12T23:15Z [---] followers, [---] engagements


"$LODE SSOF is no longer a related party. He is raiding the Comstock treasury via dilution to support this gamble. We have every right to know where the money is going and what the end game is. I get it silence MIGHT be required"  
[X Link](https://x.com/broheim777/status/2022277708877533668)  2026-02-13T11:52Z [---] followers, [---] engagements


"@jenslin_ $LODE hyperscalers want to own their land not lease it (Tract is a developer); the Nighthawk substation is located right on border w/SSOF. To expand to Tract they need 2nd massive substation connection. The more likeky direction is us"  
[X Link](https://x.com/broheim777/status/2022293003012882886)  2026-02-13T12:53Z [---] followers, [---] engagements


"$LODE listen to this: when then did their raise last August (when I first bought) the stock at $2.25 the stock never broke the deal price. Its now having priced at $2.75 basically LOWER than it was when they priced at $2.25"  
[X Link](https://x.com/broheim777/status/2019510362153071067)  2026-02-05T20:36Z [---] followers, [---] engagements


"$LODE this is a map of the [----] acres that sits within SSOF and it location in relation to some other properties:"  
[X Link](https://x.com/broheim777/status/2021489042349752776)  2026-02-11T07:38Z [---] followers, [---] engagements


"$LODE a property such as ours however is only valuable if a) we have title; b) power and c) water. These are the [--] conditions. The fact that this is the largest contiguous parcel & it sits in a Qualified Economic Zone is icing on the cake"  
[X Link](https://x.com/broheim777/status/2021491085919518957)  2026-02-11T07:46Z [---] followers, [---] engagements


"$LODE the Lyon County Commission approved our neighbors $MSFT Nighthawk 374KV substation. It literally sits on our property line. Why would you spend millions over powering [---] acres Nobody does this. https://www.lyon-county.org/DocumentCenter/View/13926/February-10-2026-Agenda https://www.lyon-county.org/DocumentCenter/View/13926/February-10-2026-Agenda"  
[X Link](https://x.com/broheim777/status/2022056799239909490)  2026-02-12T21:14Z [---] followers, [---] engagements


"$LODE Moreover you dont situate a substation of this size on a bordering property especially one FOR SALE unless you anticipate occupying it. There is a template for this and its $MSFTs AI campus in Wisconsin"  
[X Link](https://x.com/broheim777/status/2022057355136086180)  2026-02-12T21:16Z [---] followers, [---] engagements


"$LODE look at the map $MSFT if it wants to expand and must expand has nowhere else to go but onto SSOF land. As they recently paid 233k per acre in Fearnley (1/2hr north) getting 250k now for an absolutely required parcel seems reasonable"  
[X Link](https://x.com/broheim777/status/2022059881906549021)  2026-02-12T21:26Z [---] followers, [---] engagements


"$LODE as for title water rights and the underlying options to the land I suspect all is in order but IDK. Moreover I imagine a transaction will be as follows: the SSOF rights assigned to Comstock LLC 100% owned subsidiary"  
[X Link](https://x.com/broheim777/status/2022060753814208690)  2026-02-12T21:30Z [---] followers, [---] engagements


"$LODE IF he is stacking value with our money with the hope of a future sale its risky. He has already spent as much money on SSOF these last [--] months as he has spent on the recycling plant Over [--] months he spend $11mm dollars on SSOF"  
[X Link](https://x.com/broheim777/status/2022276324014862689)  2026-02-13T11:47Z [---] followers, [---] engagements


"$LODE he said in February he would present a structured transaction that would be for the benefit of everyone. Well we are in the middle of February. Lets see. But you have to be an idiot to let him skip over SSOF when its 50% of our cost outlay"  
[X Link](https://x.com/broheim777/status/2022277253262889129)  2026-02-13T11:50Z [---] followers, [---] engagements


"$LODE he might have various term sheets from interested parties but enough is enough. Lets see what the 10k brings"  
[X Link](https://x.com/broheim777/status/2022278346743116138)  2026-02-13T11:55Z [---] followers, [---] engagements


"$INV maybe a investor conference or [--]. I love Accelcius but who runs $INV There hasnt been a single piece of news about any of their companies other than Accelcius in like [--] months. Wake the fuck up over there"  
[X Link](https://x.com/broheim777/status/2022323291998814635)  2026-02-13T14:53Z [---] followers, [---] engagements


"$EAF is a beast. Trump protected industry"  
[X Link](https://x.com/broheim777/status/1978185939726872778)  2025-10-14T19:47Z [---] followers, [---] engagements


"$RNXT reminds me of $DCTH for obvious reasons. $34mm market cap delivery system that would compliment new RAS and MEK therapy when combined w/chemo. Presenting at ASCO NOT survival data but pharma kinetics.take a shot here"  
[X Link](https://x.com/broheim777/status/2003853638066966719)  2025-12-24T15:41Z [---] followers, [---] engagements


"$RNXT yawn. gave that out at .90 cents"  
[X Link](https://x.com/broheim777/status/2009329399171305689)  2026-01-08T18:20Z [---] followers, [---] engagements


"$kspi I have a very small position with the hope a fucking bullet finds Putin"  
[X Link](https://x.com/broheim777/status/2009373571265540340)  2026-01-08T21:16Z [---] followers, [---] engagements


"$IMRX I have traded this very well in the past. AGAIN we are seeing insider purchases as I did in August before it tripled. Why the buying The trial is open label. They are seeing the monthly scans. Coming up ctDNA. I bet promising"  
[X Link](https://x.com/broheim777/status/2014017134511144969)  2026-01-21T16:47Z [---] followers, [---] engagements


"$LUCD just bought it here AH @ $1.10. Know the story well. They no dount used their ATM today but the news while very good (VA agreed to use their procedure and agreed to the CMS pricetag of $1950 per test) the big news is coming"  
[X Link](https://x.com/broheim777/status/2014090028259946900)  2026-01-21T21:37Z [---] followers, [---] engagements


"The big news for $LUCD almost [--] years in the making is CMS reimbursement i.e. Medicare. This open up the door to [--] million possible people with esophogeal cancer risk factors. At $1950 per test the TAM is huge"  
[X Link](https://x.com/broheim777/status/2014090465537048847)  2026-01-21T21:39Z [---] followers, [---] engagements


"$LODE one thing NOBODY mentions that is an enormous tailwind is coming in about [--] weeks: [--] CFR Part [---]. The NEW PROPOSED EPA rule reclassifying solar panels as Universal Waste designed to facilitate recyclying of solar panels"  
[X Link](https://x.com/broheim777/status/2016067310469972309)  2026-01-27T08:34Z [---] followers, [----] engagements


"$INV so what to make of no two phase Tuesday Accelsius YouTube Video I think we can infer this: the tease from January was not referring to the $JCI LaGrande deal. If it was they would have had the show imho and discussed it"  
[X Link](https://x.com/broheim777/status/2016540628599877976)  2026-01-28T15:55Z [---] followers, [---] engagements


"@CDe_Gasperis $LODE Millennium Management:: a -100% change (exit) in their November [--] filing. Virtu Financial: Sold off 95% of their position according to their November reports. FNY Investment Advisers: Closed out their entire position (-100%) by January [--] 2026"  
[X Link](https://x.com/broheim777/status/2016789943691919454)  2026-01-29T08:26Z [---] followers, [---] engagements


"@x_times_1 @joceyreyes209 $INV I live now in Italy. Its like Napa Valley here but without the pretension and every morning I go for a two hour walk and let my thoughts take me where they want. This morning they drifted toward $INV. Here are my thoughts:"  
[X Link](https://x.com/broheim777/status/2017177864202793130)  2026-01-30T10:07Z [---] followers, [---] engagements


"$INV pretty soon youll be able to buy at a discount to Legrand & JCI AND get a free option on a couple other businesses"  
[X Link](https://x.com/broheim777/status/2017252040649392501)  2026-01-30T15:02Z [---] followers, [---] engagements


"@x_times_1 @joceyreyes209 I agree. In fact if you take my thoughts to their logical conclusion you see that SHOULD Accelsius gain traction once they build out their strategic relationships the stickiness works in their favor as [--] phase becomes predominant"  
[X Link](https://x.com/broheim777/status/2017256443129274426)  2026-01-30T15:19Z [---] followers, [---] engagements


"@x_times_1 @joceyreyes209 Moreover it is in fact that $INV offers so little to Accelsius that the opportunity is present. They can more than move the needle for $INV"  
[X Link](https://x.com/broheim777/status/2017256749040812250)  2026-01-30T15:21Z [---] followers, [---] engagements


"$INV the Oct [----] low was about $2.50. At this rate not out of the question. I buy every day down about 3/4 % picked up some more here. Plenty of powder. About 1/3rd my desired position"  
[X Link](https://x.com/broheim777/status/2017308557583000015)  2026-01-30T18:46Z [---] followers, [---] engagements


"$INV what are the chances we get some on Aeroflexx They are pretty silent on their other businesses. Aeroflexx is doing some sales no"  
[X Link](https://x.com/broheim777/status/2017316724073259232)  2026-01-30T19:19Z [---] followers, [---] engagements


"$ASST bought 50k lets see"  
[X Link](https://x.com/broheim777/status/2017319377373163558)  2026-01-30T19:29Z [---] followers, [---] engagements


"$INV some dont like water others the cold. INV is allergic to the color green"  
[X Link](https://x.com/broheim777/status/2017326335761277105)  2026-01-30T19:57Z [---] followers, [---] engagements


"$INV not sure but I think INV has not had two straight green days in all of January. Impressive really"  
[X Link](https://x.com/broheim777/status/2017331466074468595)  2026-01-30T20:17Z [---] followers, [---] engagements


"$INV using my old eyes I see $3.17 as an interim bottom"  
[X Link](https://x.com/broheim777/status/2017333682231542240)  2026-01-30T20:26Z [---] followers, [---] engagements


"$INV setting up for an ugly capitulation down day"  
[X Link](https://x.com/broheim777/status/2017338973727699039)  2026-01-30T20:47Z [---] followers, [---] engagements


"That capitulation day which I fear is near probably takes out $3 stops. Thats when you load $INV this is just the chinese water torture before"  
[X Link](https://x.com/broheim777/status/2017341123849580758)  2026-01-30T20:56Z [---] followers, [---] engagements


"$INV a capitulation day is coming. Imho it will be a sub $3 day with stops triggered. Cant have a stock with literally no bounce trade for a month or more and not expect it. They are really testing investors patience"  
[X Link](https://x.com/broheim777/status/2018338606658547788)  2026-02-02T14:59Z [---] followers, [----] engagements


"$INV keeps it red streak alive This is getting impressive"  
[X Link](https://x.com/broheim777/status/2018429489756131761)  2026-02-02T21:01Z [---] followers, [---] engagements


"@braden_tewinkel There is no reason to buy $INV when you know there is a motivated seller with over [--] million shares who doesnt care much about price. Lets assume avg daily vol 1.5mm and he sells 150k a day or 750k a week we have another month"  
[X Link](https://x.com/broheim777/status/2018432020934730208)  2026-02-02T21:11Z [---] followers, [---] engagements


"@braden_tewinkel You could. I have 1/3rd what I want. I think $INV though goes sub $3. It was held up today by the Russell and even that couldnt stop it from going red. I think they have news when Wasson is almost finished"  
[X Link](https://x.com/broheim777/status/2018433533413314824)  2026-02-02T21:17Z [---] followers, [---] engagements


"@braden_tewinkel To be honest I think withholding news until the $INV lockup is expired February 13th (per the last raise the co & insiders cant sell until then)"  
[X Link](https://x.com/broheim777/status/2018434467707113477)  2026-02-02T21:20Z [---] followers, [---] engagements


"@braden_tewinkel I am talking more about the company $INV. The co is restricted from selling shares until Feb 13th per the lockup period in the last raise. IF you believe as I do that they will use good Accelcius news to raise then best after"  
[X Link](https://x.com/broheim777/status/2018435659246002354)  2026-02-02T21:25Z [---] followers, [---] engagements


"@braden_tewinkel Think about it: Wasson is selling everyday. Other insiders are not as per the lockup they cant- not until after Feb 13th. IF (not saying 100%) $INV wants to do abother raise (I think they do to fund AeroFlexx commercialization) when do it"  
[X Link](https://x.com/broheim777/status/2018437566668677543)  2026-02-02T21:33Z [---] followers, [---] engagements


"@x_times_1 $70mm is a 40% haircut from what the CEO just said a few weeks ago and that is your base case Good to be conservative but . Well analysts have consolidated $INV [----] revenue @ $30mm so $70mm would be fantastic"  
[X Link](https://x.com/broheim777/status/2018448908582891999)  2026-02-02T22:18Z [---] followers, [---] engagements


"@x_times_1 Each passing month with no new $INV contract [----] revenues are gonna get hit. Assume what 3-6 month to hardware shipment and revenue recignition- no rev till Q3 or Q4. Idk"  
[X Link](https://x.com/broheim777/status/2018453587635077301)  2026-02-02T22:36Z [---] followers, [---] engagements


"$INV A very conservative val given holding cos typically trade at a discount to the entities they control of about 25% take the Accelcius recent valuation $665mm x 75% is $500mm. Assume 45% stake held = $225mm divide by shares out =$2.80 a share. Floor"  
[X Link](https://x.com/broheim777/status/2018651839286452613)  2026-02-03T11:44Z [---] followers, [----] engagements


"$INV- forget 2P cooling we need radiation panels for datacenter space construction 🤪"  
[X Link](https://x.com/broheim777/status/2018692418195874128)  2026-02-03T14:25Z [---] followers, [---] engagements


"$INV. $RDW on radiation cooling panels"  
[X Link](https://x.com/broheim777/status/2018693915256168544)  2026-02-03T14:31Z [---] followers, [---] engagements


"$INV just imagine they stated Accelsius was working on a thermal radiation space cooling solution as well. Oh my"  
[X Link](https://x.com/broheim777/status/2018710280251859281)  2026-02-03T15:36Z [---] followers, [---] engagements


"$LODE they raised $50mm allocated $30mm toward metals BUT the other $20mm is for SSOF Criminal They even hit ATM in Dec for SSOF. This raise is about SSOF. Wake up"  
[X Link](https://x.com/broheim777/status/2018728945865404667)  2026-02-03T16:51Z [---] followers, [---] engagements


"$LODE so as I suspected a) they were hitting ATM; b) a big portion of the raise was for SSOF (perhaps $20mm); c) they have sight on only 20k tonnes yet raised for additional sites"  
[X Link](https://x.com/broheim777/status/2018730762556919830)  2026-02-03T16:58Z [---] followers, [---] engagements


"$INV got more around $3.16. If you want to build a position they sure make it easy in this stock"  
[X Link](https://x.com/broheim777/status/2018748403958591705)  2026-02-03T18:08Z [---] followers, [---] engagements


"$LODE investors YOU put in $20mm to increase the value of SSOF & Corrado and the board with almost an equal interest are not asked to put in a proportional share Come on man. Lawsuits are coming"  
[X Link](https://x.com/broheim777/status/2018757089062170914)  2026-02-03T18:42Z [---] followers, [---] engagements


"@braden_tewinkel what is concerning is how hard a slowdown in AI DataCenter would hit our beloved $INV. I believe this is coming as monetization delay will put the breaks on CapEx. Now $INV could pivot to retrofitting as capacity utilization takes forefront"  
[X Link](https://x.com/broheim777/status/2018809434701709766)  2026-02-03T22:10Z [---] followers, [---] engagements


"@braden_tewinkel Brother Youre smarter than this Thats my point They cant keep up the rate of CapEx So it slows similar to the fiber optic investment craze in the dotcom. Regardless I think $INV could pivot to retrofitting older cooling systems"  
[X Link](https://x.com/broheim777/status/2018811693204443519)  2026-02-03T22:19Z [---] followers, [---] engagements


"$LODE listened to the call again and here are my takeaways: A) The raise was done mostly to generate $20mm or more for SSOF. They want to provide power to these lands to effectuate a sale. $20mm will only be enough for moderate upgrade"  
[X Link](https://x.com/broheim777/status/2018980351587324009)  2026-02-04T09:30Z [---] followers, [---] engagements


"$INV need another dip Not even close to where I want to be"  
[X Link](https://x.com/broheim777/status/2018984732344914375)  2026-02-04T09:47Z [---] followers, [---] engagements


"$HON $JCI if you invest along Paul Singer youre gonna make bank"  
[X Link](https://x.com/broheim777/status/2018994991612518622)  2026-02-04T10:28Z [---] followers, [---] engagements


"$INV; $ORCL; $MSFT $CRM; $AMD Trump needs the market to secure midterms. Watch him do a government funding program for data center buildouts to prevent the crash"  
[X Link](https://x.com/broheim777/status/2019083654413115558)  2026-02-04T16:20Z [---] followers, [---] engagements


"$inv $2.80 is my next sweet spot. Im more than aware of AI bubble risk but as Dan Niles said: tech is over-hyped in the short run and under-hyped in the long run. Even if things slow I think theyll retrofit older centers to increase utilization"  
[X Link](https://x.com/broheim777/status/2019090552013152275)  2026-02-04T16:47Z [---] followers, [---] engagements


"$inv a capitulation day should be at least 2x daily volume. I am patiently waiting for it. It might be the all time low around $2.50. What will be will be"  
[X Link](https://x.com/broheim777/status/2019105414777041018)  2026-02-04T17:46Z [---] followers, [---] engagements


"$INV I think this has been red every day for [--] weeks. Its one of the longest streaks of weakness I have ever had the misfortune of experiencing. Part of me is honored"  
[X Link](https://x.com/broheim777/status/2019123028425392607)  2026-02-04T18:56Z [---] followers, [---] engagements


"@braden_tewinkel I like Accelsius but $INV beyond them seens to have [--]. You know they havent issued any news on Aeroflexx for like 4-5 months. Its like all operations have ceased over there"  
[X Link](https://x.com/broheim777/status/2019130440876265710)  2026-02-04T19:26Z [---] followers, [---] engagements


"$INV check out this chart Fugly"  
[X Link](https://x.com/broheim777/status/2019142240740798870)  2026-02-04T20:13Z [---] followers, [---] engagements


"@AtlasShrug1 @stonksamiam @AccelsiusATX You are in midst rightly or wrongly of AI bubble panic. Throw in NVDAs comments at CES regarding ambient cooling and less need for chillers abd its a bit of storm for $INV. The chiller Opex was a selling point for D2C 2Phase"  
[X Link](https://x.com/broheim777/status/2019144554474270999)  2026-02-04T20:22Z [---] followers, [---] engagements


"$INV added more at $2.99. Will now hold off until $2.80"  
[X Link](https://x.com/broheim777/status/2019148428597489747)  2026-02-04T20:37Z [---] followers, [---] engagements


"@weareinnventure Hmmm maybe stop with the big picture shit and start talking about your specific companies and how they are positioned. I cant watch this we build companies crap no more"  
[X Link](https://x.com/broheim777/status/2019149768954630507)  2026-02-04T20:43Z [---] followers, [---] engagements


"$INV. We are close ladies and germs. Maybe tomorrow. $2.50"  
[X Link](https://x.com/broheim777/status/2019152055164940734)  2026-02-04T20:52Z [---] followers, [---] engagements


"After the $LODE investor CC it became apparent that $20mm was to be used to provide power to SSOF- the Silver Springs Opportunity Fund a real estate holding co wherein LODE holds 17% and the CEO & [--] board members hold 14%"  
[X Link](https://x.com/broheim777/status/2019163839741284741)  2026-02-04T21:39Z [---] followers, [---] engagements


"$INV whether justified or not the AI collapse/pause/doubt is amongst us. Valuations were stupid. Im upset w/myself I didnt short more. Too late for that. Anywhooo lets see where she stops. If we had a competent admin I might feel better but"  
[X Link](https://x.com/broheim777/status/2019393017279574039)  2026-02-05T12:49Z [---] followers, [---] engagements


"$LTBR I have been short for some time. Know these idiots like the back of ny hand. The idea they have almost a $500mm market cap is beyond the pale"  
[X Link](https://x.com/broheim777/status/2019394924173529469)  2026-02-05T12:57Z [---] followers, [---] engagements


"$inv dying to get this around $2.80 bitchez"  
[X Link](https://x.com/broheim777/status/2019396836545396818)  2026-02-05T13:04Z [---] followers, [---] engagements


"@JohnChe42227594 Well with [--] news out of $INV other than their will build companies bs nothing out of Accelsius beyond financing initiatives- not completely unforeseeable. Lets see where the bottom is. My guess $2.50"  
[X Link](https://x.com/broheim777/status/2019416188103913707)  2026-02-05T14:21Z [---] followers, [---] engagements


"$INV approaching all time lows- $3.60. Maybe there is better"  
[X Link](https://x.com/broheim777/status/2019418154586501490)  2026-02-05T14:29Z [---] followers, [---] engagements


"$INV hmmmm pretty long now Still another 20% to go Looking for $2.25 and thats it"  
[X Link](https://x.com/broheim777/status/2019430341568786547)  2026-02-05T15:18Z [---] followers, [---] engagements


"$INV Avg daily vol 1.8mm we are at 1mm in 1st hour. This is pretty classic"  
[X Link](https://x.com/broheim777/status/2019432395209126338)  2026-02-05T15:26Z [---] followers, [---] engagements


"$INV they raised $40mm at $3.50 its now $2.60. Accelsius raised $65mm at $665 val This is getting stupid"  
[X Link](https://x.com/broheim777/status/2019432776559391157)  2026-02-05T15:27Z [---] followers, [---] engagements


"@weareinnventure $INV I got this great novel idea instead of posting interviews highlighting how you build companies (more like crush capital) how about attending an investor conference of 50"  
[X Link](https://x.com/broheim777/status/2019443387972157880)  2026-02-05T16:09Z [---] followers, [---] engagements


"$MPLX best pipeline stock out there"  
[X Link](https://x.com/broheim777/status/2019444375873314902)  2026-02-05T16:13Z [---] followers, [--] engagements


"$INV heres a rather dismal conservative val: INV w/80mm out @ $2.50= $200mm MC. Value other companies @ [--]. Accelsius 665mmx .45 ($INV stake)= $300mm. Apply standard 25% deduction to holding companies = $225mm or $2.80"  
[X Link](https://x.com/broheim777/status/2019454876082638964)  2026-02-05T16:55Z [---] followers, [---] engagements


"@kelpieforest Thats the idea. Need some sales first"  
[X Link](https://x.com/broheim777/status/2019457379855733171)  2026-02-05T17:05Z [---] followers, [--] engagements


"@kelpieforest $INV but valuing their other [--] businesses at [--] is harsh -though there has been as far as I can see no movement on them. Also the Accelsius deal was done at a discount as it was strategic so slapping another 25% too is harsh"  
[X Link](https://x.com/broheim777/status/2019460030873882972)  2026-02-05T17:16Z [---] followers, [---] engagements


"@Cashencarlo1 @braden_tewinkel Youre right. But you need some fundamental idea of value to know where to buy. It may go lower but"  
[X Link](https://x.com/broheim777/status/2019461533139374347)  2026-02-05T17:22Z [---] followers, [--] engagements


"@braden_tewinkel @Cashencarlo1 Heres the thing imho. As I wrote you beware of AI panic/bubble. I think we are obviously in the early innings. But is $INV or 2Phase the future For now it is debatable-they have had PoC for months. But for some reason we arent hearing much"  
[X Link](https://x.com/broheim777/status/2019465204791189621)  2026-02-05T17:36Z [---] followers, [---] engagements


"@braden_tewinkel @Cashencarlo1 Yea. And I agree one household name i.e. AMZN and zoom we probably double. What keeps me engaged is the strategic was just done They obviously vetted the tech and liked it & it was an up round"  
[X Link](https://x.com/broheim777/status/2019465993706168726)  2026-02-05T17:39Z [---] followers, [--] engagements


"$LODE I wonder of some of the funds were spooked by the red flag the SSOF highlights and not wanting to get involved in a legal tangle just bailed. I have never seen such a failed deal in my life"  
[X Link](https://x.com/broheim777/status/2019469300843630728)  2026-02-05T17:52Z [---] followers, [---] engagements


"@CDe_Gasperis $LODE stock over your tenure. Would you please resign or appoint an independent director. And if you think youre spending another $20mm of our money to bolster your wealth"  
[X Link](https://x.com/broheim777/status/2019471359592505596)  2026-02-05T18:01Z [---] followers, [---] engagements


"$INV doesnt look like we are getting a V shaped bottom. Thats ok. Whats important is the low of the day $2.53 holds. If not the all time of $2.36 is in play. After that this co needs to get off its ass and do something"  
[X Link](https://x.com/broheim777/status/2019490975291199492)  2026-02-05T19:19Z [---] followers, [---] engagements


"@braden_tewinkel $INV has now been down like [--] straight days you know what that means Its time for We build companies video"  
[X Link](https://x.com/broheim777/status/2019509640527003996)  2026-02-05T20:33Z [---] followers, [---] engagements


"$INV I have one more batch to buy but Im targeting $2. This company is fucking clueless"  
[X Link](https://x.com/broheim777/status/2019514720508944622)  2026-02-05T20:53Z [---] followers, [---] engagements


"@weareinnventure $INV check out this [--] month chart: you dont build businesses you burn shareholders"  
[X Link](https://x.com/broheim777/status/2019524635516453326)  2026-02-05T21:32Z [---] followers, [---] engagements


"@weareinnventure $INV now I know you are trolling me"  
[X Link](https://x.com/broheim777/status/2019544051259961646)  2026-02-05T22:49Z [---] followers, [---] engagements


"$LUCD next week Hence $PAVM deal. Ducks in line bitchez"  
[X Link](https://x.com/broheim777/status/2019779119970468095)  2026-02-06T14:24Z [---] followers, [---] engagements


"$INV that was a gift yesterday"  
[X Link](https://x.com/broheim777/status/2019797520210075774)  2026-02-06T15:37Z [---] followers, [---] engagements


"$PAVM $LUCD what is interesting about the preferred shares issued by PAVM CONDITION on LCD approvals is it diminshes all the FUD about the LUCD toxic debt. I think we are near but what you do with the spike is up to you"  
[X Link](https://x.com/broheim777/status/2019806193276092626)  2026-02-06T16:11Z [---] followers, [---] engagements


"$INV I actually need Wasson to hit the bid. I want more but lower. Come on hit the bid"  
[X Link](https://x.com/broheim777/status/2019819500020060195)  2026-02-06T17:04Z [---] followers, [---] engagements


"@DeepValuePlay Titan has lan option for [--] million more to sell if it stays over $2.75. They have a month"  
[X Link](https://x.com/broheim777/status/2019819772943430138)  2026-02-06T17:05Z [---] followers, [--] engagements


"@DeepValuePlay But its cimplicated how the Green shoe option works. Essentially they sold 20mm (the deal was lets say [--] + 2mm option). Once sold they are technically short 2mm which they use to buy shares in open market to stabilize price. Fuck it"  
[X Link](https://x.com/broheim777/status/2019834845673771182)  2026-02-06T18:05Z [---] followers, [--] engagements


"$LODE did a boatload of DD this weekend. As you all know I am working the SSOF angle. Dont have time for all the details but Ill leave you with this: https://www.datacenterdynamics.com/en/news/microsoft-gets-approval-to-merge-and-resubdivide-six-parcels-of-land-in-lyon-county-nevada/ https://www.datacenterdynamics.com/en/news/microsoft-gets-approval-to-merge-and-resubdivide-six-parcels-of-land-in-lyon-county-nevada/"  
[X Link](https://x.com/broheim777/status/2020647520788234567)  2026-02-08T23:54Z [---] followers, [----] engagements


"$LODE 345KV for [---] acres Unless they were looking to create the most dense AI center in earth packed with servers $MSFT is looking to expand & we are across the street. Next move is an 8K filing showing transfer $$ to SSOF. Lets see"  
[X Link](https://x.com/broheim777/status/2021262385302884565)  2026-02-10T16:38Z [---] followers, [---] engagements


"$LODE IF SSOF is power ready via Greenlink West (2027) ; water rights and a will serve letter securing water; how does it not get what $MSFT paid for Fernley NV ($235k) per acre We are in a qualified economic zone. The tax benefits are huge"  
[X Link](https://x.com/broheim777/status/2021264955618496783)  2026-02-10T16:48Z [---] followers, [----] engagements


"$LODE I would imagine the tax benefits to a hyperscaler are worth more than the purchase price. Interesting too that $MSFT is an investor in SolarCycle. Could Corrado get a small investment from them in Metals as sweetner Ohhh the mind wanders"  
[X Link](https://x.com/broheim777/status/2021265451074957804)  2026-02-10T16:50Z [---] followers, [---] engagements


"$LODE Microsoft is buying SSOF I am almost 100%. I will lay it all out tomorrow morning. Moreover I think its close. Too many moving parts"  
[X Link](https://x.com/broheim777/status/2021269582535676134)  2026-02-10T17:06Z [---] followers, [----] engagements


"@Bites_86 @MeraGoldPlz $LODE the NOLs offsett operating income not capital gains- thought the same initially"  
[X Link](https://x.com/broheim777/status/2021306510236647647)  2026-02-10T19:33Z [---] followers, [---] engagements


"$LODE this is for 374KV of power. It may not be overkill for [---] acres but when considering all the ancillary buildings needed (towers battery storage etc) to fully utilize this power they would need to create the most dense AI center in the world"  
[X Link](https://x.com/broheim777/status/2021490111339545040)  2026-02-11T07:42Z [---] followers, [---] engagements


"$LODE All signs point to $MSFT taking the [----] acres to create an AI campus. How far away any deal is. https://seekingalpha.com/symbol/MSFT#hasComeFromMpArticle=false%23source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews https://seekingalpha.com/symbol/MSFT#hasComeFromMpArticle=false%23source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews"  
[X Link](https://x.com/broheim777/status/2022024809891483820)  2026-02-12T19:07Z [---] followers, [----] engagements


"$LODE I have some reasons to think moreover that this acquisition needs to occur soon. There are strategic reasons $MSFT must act within the next few months. I will outline them tomorrow. Please someone else do some DD and confirm what I say"  
[X Link](https://x.com/broheim777/status/2022060323428237341)  2026-02-12T21:28Z [---] followers, [---] engagements


"$LODE hyperscalers dont want to deal with a partnership like SSOF. I suspect Corrado will up our stake in SSOF given all the monies diverted from LODE to SSOF (a hyperscaler doesnt need a class action from shareholders enjoining the transaction)"  
[X Link](https://x.com/broheim777/status/2022061193947754769)  2026-02-12T21:32Z [---] followers, [---] engagements


"$LODE assume $500-$600mm with LODE getting 25% or $125mm. This with cash on hand means funding for [--] recycling facilities. IF you believe in the recycling plan (Corrado makes it hard imho) then go ahead and model it out. Enjoy. Youll arrive $100 a share"  
[X Link](https://x.com/broheim777/status/2022062191340622002)  2026-02-12T21:36Z [---] followers, [---] engagements


"$LODE getting some indications of interest for class action against Comstock Metals. I believe the whole SSOF mess is what caused funds to turn tail once again leaving shareholders devasted. This is just a precursory poll Interested Not Interested Interested Not Interested"  
[X Link](https://x.com/broheim777/status/2019532244071891237)  2026-02-05T22:03Z [---] followers, [---] engagements


"$LODE MAK Capital increased their ownership in proportion to the shares outstanding. Its a good sign. Wait to see what Hood River did. Next wait for 8k from co on SSOF & whether some governance is implemented"  
[X Link](https://x.com/broheim777/status/2019681784120934684)  2026-02-06T07:57Z [---] followers, [---] engagements


"@DeepValuePlay $LODE IMHO credibility is shot. How he hide this is beyond the pale: hitting the ATM in Dec; not putting it in the prospectus Waiting until caught slapped in the face and only then doing the right thing/ should he do it"  
[X Link](https://x.com/broheim777/status/2019735385681858696)  2026-02-06T11:30Z [---] followers, [---] engagements


"@DeepValuePlay $LODE at this point I dont trust him- either do the funds or they would have defended the stock. So are we really in schedule Are the unit economics even what he says they are IF recycling has such a ROI why [--] insider buys"  
[X Link](https://x.com/broheim777/status/2019735925241332093)  2026-02-06T11:32Z [---] followers, [---] engagements


"@DeepValuePlay $LODE I bought a little yesterday as a trade but I am so put off by this that for me it uninvestable- just a trade. Could certainly be wrong but everything points to a leadership team w/o focus untrustworthy and incompetent"  
[X Link](https://x.com/broheim777/status/2019736426179608596)  2026-02-06T11:34Z [---] followers, [---] engagements


"$LODE If we break the $2.75 wall I will shit myself"  
[X Link](https://x.com/broheim777/status/2019799199244484630)  2026-02-06T15:43Z [---] followers, [---] engagements


"$LODE is the allottment back in play"  
[X Link](https://x.com/broheim777/status/2019818499309551864)  2026-02-06T17:00Z [---] followers, [---] engagements


"$LODE the Titan green shoe option is for 2.77mm more shares. They have a [--] month option only exercised IF its over $2.75. Theyll probably wait and see. Could be an overhang or set a wall at $2.75. Lets see"  
[X Link](https://x.com/broheim777/status/2019821251850826055)  2026-02-06T17:11Z [---] followers, [---] engagements


"@17thfellow $LODE with this co nothing is black or white. He was however not lying when on numerous calls he talked about witnessing a surge of datacenter growth in the region. I would recommend to any serious investor to study the map wherein SSOF lies"  
[X Link](https://x.com/broheim777/status/2020822112294883510)  2026-02-09T11:28Z [---] followers, [---] engagements


"$LODE https://www.datacenterdynamics.com/en/news/tract-acquires-1000-acres-in-nevada-for-16gw-data-center-park/ https://www.datacenterdynamics.com/en/news/tract-acquires-1000-acres-in-nevada-for-16gw-data-center-park/"  
[X Link](https://x.com/broheim777/status/2020823199861362947)  2026-02-09T11:32Z [---] followers, [---] engagements


"$LODE since August the following $$$ have been taken from LODE to fund SSOF: $2.5mm - from Aug raise over allotment $6mm - ATM sale 1.4mm shares $20mm- assuming this is the non ear marked $$ from last raise. So close to $30mm in [--] months"  
[X Link](https://x.com/broheim777/status/2020898889469997237)  2026-02-09T16:33Z [---] followers, [---] engagements


"$LODE and you all dont think the priority is SSOF The CEO has 10x invested in SSOF vs LODE. So follow the money Will it pay off for LODE Maybe and if you want me to I will explain why this money was required and the risks"  
[X Link](https://x.com/broheim777/status/2020899417742565462)  2026-02-09T16:35Z [---] followers, [---] engagements


"$LODE I swear I could write a book on this co. In simple terms they are either positioning SSOF for an outright sale- the monetization event we have all waited for or they are using LODE funds to keep the option open for a future sale"  
[X Link](https://x.com/broheim777/status/2020924011048468969)  2026-02-09T18:13Z [---] followers, [---] engagements


"$LODE here is an example and there are many: Per the CC CEO said we tapped ATM in Dec sold 1.4mm shares for $4 or $6mm. He mentioned Horizontal Energy. In classic Corrado fashion he doesnt explain so I sent digging"  
[X Link](https://x.com/broheim777/status/2020924457242792053)  2026-02-09T18:15Z [---] followers, [---] engagements


"$LODE most likely this $6mm was needed to keep his place in the interconnection queue at Greenlink West. Land w/o power aint worth much to a data center. Had he NOT done this he would have lost his place"  
[X Link](https://x.com/broheim777/status/2020924882109051159)  2026-02-09T18:16Z [---] followers, [---] engagements


"$LODE Greenlink West is expected to be up next year. If you have a place in line your wait time for power is like [--] months as opposed to [--] years. Its very valuable- what does it mean On its face it just means he is stacking value"  
[X Link](https://x.com/broheim777/status/2020925321055441284)  2026-02-09T18:18Z [---] followers, [---] engagements


"$LODE when I have time Ill go off"  
[X Link](https://x.com/broheim777/status/2020925440899285422)  2026-02-09T18:19Z [---] followers, [---] engagements


"In fact slowly our interests ($LODE) and the CEOs are slowly coming into alignment- the millions taken whether via ATM or dilution MUST result in our increased share in SSOF which today stands at 17% just slightly higher than the CEO who has 14"  
[X Link](https://x.com/broheim777/status/2021124271918006669)  2026-02-10T07:29Z [---] followers, [---] engagements


"$LODE so if you are not watching what is happening with SSOF the [----] acres that surround the recycling plant the real estate where LODEs investors money is going (trust me its not going into refining) you are negligent"  
[X Link](https://x.com/broheim777/status/2021124844440457724)  2026-02-10T07:31Z [---] followers, [---] engagements


"$LODE the upside is this: It is very possible this land is quite valuable. Perhaps if we carve out the recycling plant itself the remaining [----] acres could fetch 200k an acre or $400mm to a hyperscaler. There are comps that support this"  
[X Link](https://x.com/broheim777/status/2021125507241111556)  2026-02-10T07:34Z [---] followers, [---] engagements


"$LODE thats the upside. The downside is no hyperscaler wants dirt: they want a) clean title; power ready and c) a commitment from the local utility that WATER will be made available. These are the min req for 200k an acre"  
[X Link](https://x.com/broheim777/status/2021126164685701181)  2026-02-10T07:36Z [---] followers, [---] engagements


"$LODE SSOF doesnt hold title: they have an option to purchase the land. These options have been extended almost yearly (read the 10k) paid for by LODE. Exercising the options would require at least $20mm i.e.10k per acre excl the recycling"  
[X Link](https://x.com/broheim777/status/2021126904741232723)  2026-02-10T07:39Z [---] followers, [---] engagements


"$LODE remember a hyperscaler doesnt want a underlying option. They want clean title. Where is this money coming from Hmmmm we did just raise $50mm. But that was recycling Was it How much does it cost to get a lease in the desert outside Vegas Permits"  
[X Link](https://x.com/broheim777/status/2021127584034013544)  2026-02-10T07:42Z [---] followers, [---] engagements


"$LODE listen to the CC - it was a ruse. A lease on desert land for a 2nd site and the application for permits w/the same state EPA for same process can be done for $1mm. You dont need $50mm As for refining- [--] details were given yet $10mm allocated"  
[X Link](https://x.com/broheim777/status/2021128388543488246)  2026-02-10T07:45Z [---] followers, [---] engagements


"$LODE the CEOs ostensible reason for the oversized raise and dilution was it was 5x oversubscribed but nobody increases dilution 40% just because over-subscribed One need to go back to the August raise to see the pattern. He references this in fact"  
[X Link](https://x.com/broheim777/status/2021130653727670278)  2026-02-10T07:54Z [---] followers, [---] engagements


"$LODE on the call the CEO says: we got criticized b/c after the August raise we advanced $4.5mm to SSOF. His justification: we had an over allotment and decided to use this to fund SSOF. Really Its like LODE shareholders are his piggy bank- found money"  
[X Link](https://x.com/broheim777/status/2021131121052778814)  2026-02-10T07:56Z [---] followers, [---] engagements


"$LODE there seems to be [--] consideration given to the endless suffering shareholders have endured and the explicit priority is SSOF and when you see that the CEO and [--] Board Members have their retirement dreams in SSOF its not to understand"  
[X Link](https://x.com/broheim777/status/2021131588344352777)  2026-02-10T07:58Z [---] followers, [---] engagements


"$LODE of course nothing is blackband white if it was Corrado would be looking at a class action (and still might). The land is being I guess prepped for a sale as this endless taking/dilution from LODE can not continue. The 6mm from ATM in Dec- energy"  
[X Link](https://x.com/broheim777/status/2021132175232410008)  2026-02-10T08:00Z [---] followers, [---] engagements


"$LODE Horizontal Energy was used to get SSOF in the interconnection queue- this is the power requirement. The water owning water rights is not enough. Will we need an impact study Will we need a will serve letter from the utility"  
[X Link](https://x.com/broheim777/status/2021132617014219042)  2026-02-10T08:02Z [---] followers, [---] engagements


"@AktienAkademie Under the Investment Company Act of [----] company is defined as an "investment company" if it meets certain tests such as: Primarily engaging in investing reinvestin or trading or;"  
[X Link](https://x.com/broheim777/status/2021138072457396466)  2026-02-10T08:24Z [---] followers, [--] engagements


"@AktienAkademie $lode Holding "investment securities" exceeding 40% of its total assets (excluding government securities and cash) on an unconsolidated basis"  
[X Link](https://x.com/broheim777/status/2021138192418607449)  2026-02-10T08:24Z [---] followers, [---] engagements


"@Meditate_Run @AktienAkademie 40$-$50 for $LODE Moreover like $100mm"  
[X Link](https://x.com/broheim777/status/2021272467805757821)  2026-02-10T17:18Z [---] followers, [---] engagements


"@AktienAkademie $LODE if dum dum pulls this off the narrative changes. Investors start thinking about the mines and their monetization. It could be very meaningful"  
[X Link](https://x.com/broheim777/status/2021272784807063637)  2026-02-10T17:19Z [---] followers, [---] engagements


"$LODE I have said for months that SSOF is a major part of the investment thesis. This is not to say that recycling is unimportant. The ROI on the recycling may in fact be exceptional but it depends on whether the unit economics hold true"  
[X Link](https://x.com/broheim777/status/2021486781959635294)  2026-02-11T07:29Z [---] followers, [----] engagements


"$LODE the unit economics; tipping fees; resale revenue of materials; OpEx these have not been borne out as commissioning has yet to begin. The OpEx will go up if we assume transport costs; the resale value depends on commodity spot prices"  
[X Link](https://x.com/broheim777/status/2021487485692617213)  2026-02-11T07:32Z [---] followers, [---] engagements


"$LODE tipping fees might fluctuate with volume contracts. For this reason you cant model in a spreadsheet 100k tonnesx $500 tipping feesx $750 resale - $150 per tonne OpEx. Its a silly exercise imho. Its not to say it cant happen but its early"  
[X Link](https://x.com/broheim777/status/2021488169594782032)  2026-02-11T07:35Z [---] followers, [---] engagements


"$LODE SSOF is however a more concrete economic event. There are land comps showing the value; there is enough signs whereby one can assume a monetization event is on the horizon. Moreover in relation to our market cap its significant. So here we go"  
[X Link](https://x.com/broheim777/status/2021488764363866613)  2026-02-11T07:37Z [---] followers, [---] engagements


"$LODE you do not spend billions building out a data center only to have your hands tied- constrained by future growth. Again why would you do this when across the street is a [----] acre continguous parcel of property for sale"  
[X Link](https://x.com/broheim777/status/2021490564022350162)  2026-02-11T07:44Z [---] followers, [---] engagements


"$LODE TITLE: SSOF owns the option to the title. The title is held by the ranch. Its all in the name of the Duval Family. Getting title is as simple as exercising the options. It does require money. If we assume [----] acres x 10k an acre we need $25mm"  
[X Link](https://x.com/broheim777/status/2021491696153002280)  2026-02-11T07:49Z [---] followers, [---] engagements


"$LODE POWER: a parcel without power is useless. The telling sign here is Greenlink West. This is said to be operational in [----]. In order to reserve your power you need to get in the interconnection queue. You cant just camp out in line"  
[X Link](https://x.com/broheim777/status/2021492132117405729)  2026-02-11T07:50Z [---] followers, [---] engagements


"$LODE in Dec the ATM was hit for approx $6mm. This money was used to secure a position for SSOF in the queue- this is a non refundable deposit btw. $6mm guaranteed the [----] SSOF parcel 600MW of power. This is perfect for an AI campus this size"  
[X Link](https://x.com/broheim777/status/2021492752584671614)  2026-02-11T07:53Z [---] followers, [---] engagements


"$LODE WATER: AI centers are notorious for water consumption. The Duval land has attendant water rights (covered by the SSOF options). These are senior water rights. The way water works in Nevada is as follows:"  
[X Link](https://x.com/broheim777/status/2021493324021190767)  2026-02-11T07:55Z [---] followers, [---] engagements


"$LODE if the land did not have water and the rights to it an AI developer would need to buy the water frim somewhere else and pledge that to the utility- it would cost millions. Because these are senior rights moreover in times of drought"  
[X Link](https://x.com/broheim777/status/2021494352359338224)  2026-02-11T07:59Z [---] followers, [---] engagements


"$LODE the senior water holder rights are last to be cut. Having access to as much water as possible similar to power is invaluable to AI centers. So we have established a) a right to title b) power- in the interconnection queue 600MW; c) Water"  
[X Link](https://x.com/broheim777/status/2021494914853253373)  2026-02-11T08:01Z [---] followers, [---] engagements


"$LODE there is another step in the water. To get a Will Serve letter a hydraulic study needs to be done. Remember you need to demonstrate that the infrastructure existing/planned can handle the pressure. I am assuming $MSFT did this already"  
[X Link](https://x.com/broheim777/status/2021495301073494397)  2026-02-11T08:03Z [---] followers, [---] engagements


"$LODE $MSFT almost always does these studies themselves using their engineering firms and paying for it. I am not 100% sure of this but it goes to tve question of why I think they are the buyer among perhaps many interested parties"  
[X Link](https://x.com/broheim777/status/2021495814649176239)  2026-02-11T08:05Z [---] followers, [---] engagements


"$LODE look at the map. Look at the recent request made for their Nighthawk substation do you think they want to be landlocked- handcuffed unable to grow They have more power than they can use & if power is fuel why wouldnt you expand"  
[X Link](https://x.com/broheim777/status/2021496368398053838)  2026-02-11T08:07Z [---] followers, [---] engagements


"$LODE it would be a strategic blunder NOT to take the neighboring [----] acres. $MSFT is investing in not only their [---] acres but in the county infrastructure. They have devoted resources to sewer and water. Its part of their community AI strategy"  
[X Link](https://x.com/broheim777/status/2021496964383375581)  2026-02-11T08:10Z [---] followers, [---] engagements


"$LODE so imho SSOF is checking off the conditions prescribed by $MSFT for a sale. Taking the SSOF [----] acres and the 600MW of power afforded to it by the Greenlink West project would make it I believe the 5th largest AI data center in the US"  
[X Link](https://x.com/broheim777/status/2021497627054047291)  2026-02-11T08:12Z [---] followers, [---] engagements


"$LODE so now you see where the CEOs priority lies. This is not to say that recycling is a dream. I said there are tailwinds- the Federal Proposed EPA ruling should appear in [--] weeks- they want to facilitate recycling"  
[X Link](https://x.com/broheim777/status/2021499229034906055)  2026-02-11T08:19Z [---] followers, [---] engagements


"$LODE I need to go now but the next thread will be about SSOF and what LODEs interest is and will be. But I want to leave you with this: the idea of $MSFT investing in $LODE as part of the deal makes lot of sense. It helps with the optics. explain later"  
[X Link](https://x.com/broheim777/status/2021499826563694705)  2026-02-11T08:21Z [---] followers, [---] engagements


"@NestBetter $LODE Corrado needs a sale this year or he is fucked. Phantom tax kicks in this year -unrealized cap gains in QEZ. His cost basis is .06 on his shares. LODE paid $1.80. They will mark to market there. He will owe a million in taxes this year on SSOF w/no sale"  
[X Link](https://x.com/broheim777/status/2022085201913110534)  2026-02-12T23:07Z [---] followers, [---] engagements


"@NestBetter $LODE the CEO needs a sale (he also pledged SSOF shares for a $1.1mm loan 8%) AND $MSFT imho needs the sale. Until you understand the relevance of this Nighthawk substation you dont get the strategy. Its the heart of the power that and Greenlink"  
[X Link](https://x.com/broheim777/status/2022085830781939985)  2026-02-12T23:10Z [---] followers, [---] engagements

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

@broheim777 Avatar @broheim777 E Robert

E Robert posts on X about $lode, $inv, $msft, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +165%
  • [--] Month [-------] +420%
  • [--] Months [-------] +831%
  • [--] Year [-------] -17%

Mentions: [---] #

Mentions Line Chart

  • [--] Week [---] -39%
  • [--] Month [---] +179%
  • [--] Months [---] +587%
  • [--] Year [---] -8.30%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +4.60%
  • [--] Month [---] +19%
  • [--] Months [---] +25%
  • [--] Year [---] +47%

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

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies 29.95% finance 23.86% stocks 19.8% technology brands 11.17% automotive brands 1.02% social networks 0.51% countries 0.51%

Social topic influence $lode #1, $inv #12, $msft #147, ai 8.12%, in the 8.12%, money 6.09%, this is 6.09%, ceo #3707, inv #7, we are 5.08%

Top accounts mentioned or mentioned by @bradentewinkel @braden_tewinkel @deepvalueplay @aktienakademie @meragoldplz @cashencarlo1 @nestbetter @cdegasperis @xtimes1 @weareinnventure @joceyreyes209 @kelpieforest @valueventurez @shadysci @atlasshrug1 @johnche42227594 @17thfellow @nomadcarnivore @jbjunk69 @gold_kds

Top assets mentioned Inverse Finance (INV) Microsoft Corp. (MSFT) Lucid Diagnostics Inc. (LUCD) Tesla, Inc. (TSLA) RenovoRx, Inc. (RNXT) Johnson Controls International, PLC. (JCI) Eos Energy Enterprises, Inc. (EOSE) Alphabet Inc Class A (GOOGL) Metadium (META) GrafTech International Ltd. (EAF) Kaspi.kz Joint Stock Company (KSPI) Immuneering Corporation (IMRX) Virtu Financial, Inc. Class A (VIRT)

Top Social Posts

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

"@MeraGoldPlz $LODE lets say best case scenario we get $400mm & Corrado dors the right thing & LODEs interest junps to 35% given all the $ Lode has advanced. That = $140mm after taxes maybe $110mm w/the increased share count $1.50 a share"
X Link 2026-02-10T09:42Z [---] followers, [---] engagements

"@NestBetter $LODE is going to build an in-house refinery and what compete with this https://www.reuters.com/world/asia-pacific/korea-zinc-board-discuss-plan-build-smelter-under-us-joint-venture-source-says-2025-12-15/ https://www.reuters.com/world/asia-pacific/korea-zinc-board-discuss-plan-build-smelter-under-us-joint-venture-source-says-2025-12-15/"
X Link 2026-02-04T07:23Z [---] followers, [---] engagements

"$INV I am gonna do a deep dive write up on this. Its truly fascinating the more you know. I think whether they announce another large contract beyond DarkNX or not (in addition to neoclouds) there are other catalysts coming"
X Link 2026-02-06T16:07Z [---] followers, [----] engagements

"$LODE anyone seriously invested in LODE given all the money taken from the LODE treasury the incessant dilution FOR SSOF this should be the focus. Again the CEO has 10x more at stake in this than recycling. This we can all agree"
X Link 2026-02-10T07:26Z [---] followers, [----] engagements

"@MeraGoldPlz $LODE he cant keep the charade up much longer IMHO. How much more money can he sink into this under the guise he is investing in recycling So I think a sale happens later this year"
X Link 2026-02-10T09:36Z [---] followers, [---] engagements

"@CDe_Gasperis $LODE the stock certainly isnt trading like the last raise was 5x oversubscribed. But thats Corrado for you: there is a public face that talks all sorts of bs and there is the behind the scenes maneuvering. Lets talk about the latter"
X Link 2026-02-12T21:08Z [---] followers, [---] engagements

"@NestBetter $LODE $MSFT built this substation in anticipation of the Greenlink West. Its this substation that will power SSOF. It got provisional approval two days ago but on March 5th it goes before the BBOC for final- CUP (conditional use permit)"
X Link 2026-02-12T23:13Z [---] followers, [---] engagements

"$LODE he took $4.5mm from the August raise and advanced that to SSOF he hit the ATM in December for $6mm. He expressly stated these funds were designed to bring power to the land. He also said in February he would have a transaction"
X Link 2026-02-13T11:48Z [---] followers, [---] engagements

"$LODE Reno area is so fucking hot right now. Only a guy sitting on a gold mine with gold going up 4X and couldnt monetize it could fuck this up: https://www.datacenterdynamics.com/en/news/nvidia-to-lease-junk-bond-backed-tract-capital-data-center-in-reno-nevada-report/ https://www.datacenterdynamics.com/en/news/nvidia-to-lease-junk-bond-backed-tract-capital-data-center-in-reno-nevada-report/"
X Link 2026-02-13T14:17Z [---] followers, [----] engagements

"$LODE today at 9:00am Microsoft is going before the Lyon County Commission (SSOF) seeking approval for a 345KV substation- 345KV for [---] acres (right next door to us) seems like they are planning for an AI campus- we are across the street.$MSFT-our buyer"
X Link 2026-02-10T16:22Z [---] followers, [----] engagements

"$LODE the most meaningful short term event concerns SSOF. There are [--] possibilities: A) The CEO is value stacking the land; horizontal construction bringing power for an EVENTUAL sale or B) checking off the boxes dictated by a known buyer"
X Link 2026-02-13T11:44Z [---] followers, [---] engagements

"$LODE sell the land AND airport to $TSLA. https://www.teslarati.com/elon-musk-boring-company-studying-potential-giga-nevada-tunnel/ https://www.teslarati.com/elon-musk-boring-company-studying-potential-giga-nevada-tunnel/"
X Link 2026-02-13T14:20Z [---] followers, [---] engagements

"@CDe_Gasperis $LODE now lets talk about that disastrous investor call. The CEO said in Dec he tapped the ATM NOT for the recycling plant NOT to produce a Preliminary Assessment for the legacy mine Dayton to effectuate a sale but for SSOF. Let that sink in"
X Link 2026-02-05T09:03Z [---] followers, [---] engagements

"$LODE do investors NOT understand what commissioning is It is hard work. Fortunato is a chemical engineer NOT a mechanical one. But we heard nothing about this instead we were given the same presentation given numerous times about the TAM"
X Link 2026-02-05T09:17Z [---] followers, [---] engagements

"$LODE It gets worse. On the subject of the feedstock the panels his answer: that is the one place we do not have visability. No visability on the most important aspect of the business They started the year w/5k tonnes now have 6"
X Link 2026-02-05T09:19Z [---] followers, [---] engagements

"$LODE that investor call was so incredibly haphazard unprepared lacking in detail. Heres another example: one stated reason for the raise was bringing in-house refinery. Its in the prospectus but I contend just a ruse"
X Link 2026-02-05T09:28Z [---] followers, [---] engagements

"$LODE what details about refining did we learn Apparently Fortunato waiting for the recycling equipment googled searched about modern refining and extraction methods. It appears plausible. More work to be done. Thats it You raise $50mm for that"
X Link 2026-02-05T09:30Z [---] followers, [---] engagements

"$LODE IF Corrado really cares about anything other than his interests in SSOF AND hopefully isnt hiding anything (he thinks he can take $20mm and expense it on a 3rd party matter without oversight) he SHOULD offer and welcome this"
X Link 2026-02-05T09:56Z [---] followers, [---] engagements

"$LODE so as a shareholder I am imploring Hood River Capital I know this is small fish to you BUT look at $EOSE and what Cerebus did there. It now has a MC of $5 BILLION while before it was tettering on bankruptcy"
X Link 2026-02-05T09:58Z [---] followers, [---] engagements

"$LODE look the funds dumped it. Titan tried to stabilize it but couldnt Look at the short interest the other day. They called the idiot Corrado and didnt like what they heard. Bye"
X Link 2026-02-05T15:07Z [---] followers, [---] engagements

"$LODE I have seem them fail after weeks but to have a stock trading $4.40 offer it up at $2.75 then sell 20% of the float and crash it through the deal price and now at $2.40 Hahaha they werent too impressed w/the BBQ at Silver Lake"
X Link 2026-02-05T17:55Z [---] followers, [---] engagements

"$LODE there is all sorts of activity taking place but I want to focus on the [---] acres occupied by $MSFT literally across the street from our lot. MSFT yesterday went before the Lyon County Commission and was awarded approval for their Nighthawk substation"
X Link 2026-02-11T07:40Z [---] followers, [---] engagements

"$LODE as for price: $MSFT paid $235k per acre for their small lot in Fernley nearby. This was in an industrial park shovel ready. But the SSOF parcel has certain features that make it a unicorn: the water and senior water rights; the 600MW of power secured"
X Link 2026-02-11T08:15Z [---] followers, [---] engagements

"$LODE and it is the largest contiguous parcel in the area. It also blocks $MSFT in AND has tax benefits that make the purchase even at 300k an acre free over time. They do not want to lose this to $GOOG or $TSLA or $META. Throw in the airport"
X Link 2026-02-11T08:17Z [---] followers, [---] engagements

"@CDe_Gasperis $LODE I wish I could do a pair trade: long SSOF and short $LODE then I realized thats what Corrado is He is all in on SSOF and barely invested in LODE. Ergo I need to go long Corrado but that is a fuckin death wish"
X Link 2026-02-12T23:24Z [---] followers, [---] engagements

"@DeepValuePlay $LODE pretty sure Corrado got the message. On the CC he said all will be resolved shortly. My guess an 8k will be filed highlighting how a) the monies allocated from the raise toward SSOF will be governed; b) equitable distribution plans"
X Link 2026-02-06T11:28Z [---] followers, [---] engagements

"$LODE IF Mak Capitals filing is driving this imagine what Hood River might do I think we need to wait though"
X Link 2026-02-06T16:20Z [---] followers, [---] engagements

"$LODE securing title possibly the last step before a sale where is the $$ coning from ($25mm) My guess its coming from the last raise and justified as other corporate purposes. This shit is borderline illegal but maybe kudos to Corrado in having balls"
X Link 2026-02-10T08:15Z [---] followers, [---] engagements

"@AktienAkademie He cant. You can not move this % of money from $LODE to a related party acting as real estate holding company w/o consequences namely $LODE is no longer an industrial but an investment fund-.lots of SEC issues"
X Link 2026-02-10T08:18Z [---] followers, [---] engagements

"@AktienAkademie $LODE as an investment fund would probably also lose its status as an operator in the qualified economic zone. Its a tight wire walk but I am sure he has counsel- I hope anyway"
X Link 2026-02-10T08:26Z [---] followers, [---] engagements

"@MeraGoldPlz $LODE all things being equal we probably settle where we were before the $50mm dilution at $4.50 IF all goes to plan. But so much can go wrong as a lawyer thats how I think. But everyone should do their own DD"
X Link 2026-02-10T09:44Z [---] followers, [---] engagements

"$LODE property with underground water pledges this water to the utility. The utility provided you can prove that they can via the infrastructure supply the water - neighbors not losing pressure pipes bursting etc will then issue you a will serve letter"
X Link 2026-02-11T07:57Z [---] followers, [---] engagements

"$LODE In both cases $MSFT transitioned from a modest footprint to acquiring 1000s of acres of contiguous land. In [----] they started w/315 acres by [----] they had [----]. Just like Nighhawk it starts with oversizes substations & expands"
X Link 2026-02-12T21:24Z [---] followers, [---] engagements

"@NestBetter $LODE no hyperscaler is signing before a CUP is signed. Its the fucking power for it all March 5th theyll get that. I think a few days after we have a deal- maybe in time for 4th Q call"
X Link 2026-02-12T23:15Z [---] followers, [---] engagements

"$LODE SSOF is no longer a related party. He is raiding the Comstock treasury via dilution to support this gamble. We have every right to know where the money is going and what the end game is. I get it silence MIGHT be required"
X Link 2026-02-13T11:52Z [---] followers, [---] engagements

"@jenslin_ $LODE hyperscalers want to own their land not lease it (Tract is a developer); the Nighthawk substation is located right on border w/SSOF. To expand to Tract they need 2nd massive substation connection. The more likeky direction is us"
X Link 2026-02-13T12:53Z [---] followers, [---] engagements

"$LODE listen to this: when then did their raise last August (when I first bought) the stock at $2.25 the stock never broke the deal price. Its now having priced at $2.75 basically LOWER than it was when they priced at $2.25"
X Link 2026-02-05T20:36Z [---] followers, [---] engagements

"$LODE this is a map of the [----] acres that sits within SSOF and it location in relation to some other properties:"
X Link 2026-02-11T07:38Z [---] followers, [---] engagements

"$LODE a property such as ours however is only valuable if a) we have title; b) power and c) water. These are the [--] conditions. The fact that this is the largest contiguous parcel & it sits in a Qualified Economic Zone is icing on the cake"
X Link 2026-02-11T07:46Z [---] followers, [---] engagements

"$LODE the Lyon County Commission approved our neighbors $MSFT Nighthawk 374KV substation. It literally sits on our property line. Why would you spend millions over powering [---] acres Nobody does this. https://www.lyon-county.org/DocumentCenter/View/13926/February-10-2026-Agenda https://www.lyon-county.org/DocumentCenter/View/13926/February-10-2026-Agenda"
X Link 2026-02-12T21:14Z [---] followers, [---] engagements

"$LODE Moreover you dont situate a substation of this size on a bordering property especially one FOR SALE unless you anticipate occupying it. There is a template for this and its $MSFTs AI campus in Wisconsin"
X Link 2026-02-12T21:16Z [---] followers, [---] engagements

"$LODE look at the map $MSFT if it wants to expand and must expand has nowhere else to go but onto SSOF land. As they recently paid 233k per acre in Fearnley (1/2hr north) getting 250k now for an absolutely required parcel seems reasonable"
X Link 2026-02-12T21:26Z [---] followers, [---] engagements

"$LODE as for title water rights and the underlying options to the land I suspect all is in order but IDK. Moreover I imagine a transaction will be as follows: the SSOF rights assigned to Comstock LLC 100% owned subsidiary"
X Link 2026-02-12T21:30Z [---] followers, [---] engagements

"$LODE IF he is stacking value with our money with the hope of a future sale its risky. He has already spent as much money on SSOF these last [--] months as he has spent on the recycling plant Over [--] months he spend $11mm dollars on SSOF"
X Link 2026-02-13T11:47Z [---] followers, [---] engagements

"$LODE he said in February he would present a structured transaction that would be for the benefit of everyone. Well we are in the middle of February. Lets see. But you have to be an idiot to let him skip over SSOF when its 50% of our cost outlay"
X Link 2026-02-13T11:50Z [---] followers, [---] engagements

"$LODE he might have various term sheets from interested parties but enough is enough. Lets see what the 10k brings"
X Link 2026-02-13T11:55Z [---] followers, [---] engagements

"$INV maybe a investor conference or [--]. I love Accelcius but who runs $INV There hasnt been a single piece of news about any of their companies other than Accelcius in like [--] months. Wake the fuck up over there"
X Link 2026-02-13T14:53Z [---] followers, [---] engagements

"$EAF is a beast. Trump protected industry"
X Link 2025-10-14T19:47Z [---] followers, [---] engagements

"$RNXT reminds me of $DCTH for obvious reasons. $34mm market cap delivery system that would compliment new RAS and MEK therapy when combined w/chemo. Presenting at ASCO NOT survival data but pharma kinetics.take a shot here"
X Link 2025-12-24T15:41Z [---] followers, [---] engagements

"$RNXT yawn. gave that out at .90 cents"
X Link 2026-01-08T18:20Z [---] followers, [---] engagements

"$kspi I have a very small position with the hope a fucking bullet finds Putin"
X Link 2026-01-08T21:16Z [---] followers, [---] engagements

"$IMRX I have traded this very well in the past. AGAIN we are seeing insider purchases as I did in August before it tripled. Why the buying The trial is open label. They are seeing the monthly scans. Coming up ctDNA. I bet promising"
X Link 2026-01-21T16:47Z [---] followers, [---] engagements

"$LUCD just bought it here AH @ $1.10. Know the story well. They no dount used their ATM today but the news while very good (VA agreed to use their procedure and agreed to the CMS pricetag of $1950 per test) the big news is coming"
X Link 2026-01-21T21:37Z [---] followers, [---] engagements

"The big news for $LUCD almost [--] years in the making is CMS reimbursement i.e. Medicare. This open up the door to [--] million possible people with esophogeal cancer risk factors. At $1950 per test the TAM is huge"
X Link 2026-01-21T21:39Z [---] followers, [---] engagements

"$LODE one thing NOBODY mentions that is an enormous tailwind is coming in about [--] weeks: [--] CFR Part [---]. The NEW PROPOSED EPA rule reclassifying solar panels as Universal Waste designed to facilitate recyclying of solar panels"
X Link 2026-01-27T08:34Z [---] followers, [----] engagements

"$INV so what to make of no two phase Tuesday Accelsius YouTube Video I think we can infer this: the tease from January was not referring to the $JCI LaGrande deal. If it was they would have had the show imho and discussed it"
X Link 2026-01-28T15:55Z [---] followers, [---] engagements

"@CDe_Gasperis $LODE Millennium Management:: a -100% change (exit) in their November [--] filing. Virtu Financial: Sold off 95% of their position according to their November reports. FNY Investment Advisers: Closed out their entire position (-100%) by January [--] 2026"
X Link 2026-01-29T08:26Z [---] followers, [---] engagements

"@x_times_1 @joceyreyes209 $INV I live now in Italy. Its like Napa Valley here but without the pretension and every morning I go for a two hour walk and let my thoughts take me where they want. This morning they drifted toward $INV. Here are my thoughts:"
X Link 2026-01-30T10:07Z [---] followers, [---] engagements

"$INV pretty soon youll be able to buy at a discount to Legrand & JCI AND get a free option on a couple other businesses"
X Link 2026-01-30T15:02Z [---] followers, [---] engagements

"@x_times_1 @joceyreyes209 I agree. In fact if you take my thoughts to their logical conclusion you see that SHOULD Accelsius gain traction once they build out their strategic relationships the stickiness works in their favor as [--] phase becomes predominant"
X Link 2026-01-30T15:19Z [---] followers, [---] engagements

"@x_times_1 @joceyreyes209 Moreover it is in fact that $INV offers so little to Accelsius that the opportunity is present. They can more than move the needle for $INV"
X Link 2026-01-30T15:21Z [---] followers, [---] engagements

"$INV the Oct [----] low was about $2.50. At this rate not out of the question. I buy every day down about 3/4 % picked up some more here. Plenty of powder. About 1/3rd my desired position"
X Link 2026-01-30T18:46Z [---] followers, [---] engagements

"$INV what are the chances we get some on Aeroflexx They are pretty silent on their other businesses. Aeroflexx is doing some sales no"
X Link 2026-01-30T19:19Z [---] followers, [---] engagements

"$ASST bought 50k lets see"
X Link 2026-01-30T19:29Z [---] followers, [---] engagements

"$INV some dont like water others the cold. INV is allergic to the color green"
X Link 2026-01-30T19:57Z [---] followers, [---] engagements

"$INV not sure but I think INV has not had two straight green days in all of January. Impressive really"
X Link 2026-01-30T20:17Z [---] followers, [---] engagements

"$INV using my old eyes I see $3.17 as an interim bottom"
X Link 2026-01-30T20:26Z [---] followers, [---] engagements

"$INV setting up for an ugly capitulation down day"
X Link 2026-01-30T20:47Z [---] followers, [---] engagements

"That capitulation day which I fear is near probably takes out $3 stops. Thats when you load $INV this is just the chinese water torture before"
X Link 2026-01-30T20:56Z [---] followers, [---] engagements

"$INV a capitulation day is coming. Imho it will be a sub $3 day with stops triggered. Cant have a stock with literally no bounce trade for a month or more and not expect it. They are really testing investors patience"
X Link 2026-02-02T14:59Z [---] followers, [----] engagements

"$INV keeps it red streak alive This is getting impressive"
X Link 2026-02-02T21:01Z [---] followers, [---] engagements

"@braden_tewinkel There is no reason to buy $INV when you know there is a motivated seller with over [--] million shares who doesnt care much about price. Lets assume avg daily vol 1.5mm and he sells 150k a day or 750k a week we have another month"
X Link 2026-02-02T21:11Z [---] followers, [---] engagements

"@braden_tewinkel You could. I have 1/3rd what I want. I think $INV though goes sub $3. It was held up today by the Russell and even that couldnt stop it from going red. I think they have news when Wasson is almost finished"
X Link 2026-02-02T21:17Z [---] followers, [---] engagements

"@braden_tewinkel To be honest I think withholding news until the $INV lockup is expired February 13th (per the last raise the co & insiders cant sell until then)"
X Link 2026-02-02T21:20Z [---] followers, [---] engagements

"@braden_tewinkel I am talking more about the company $INV. The co is restricted from selling shares until Feb 13th per the lockup period in the last raise. IF you believe as I do that they will use good Accelcius news to raise then best after"
X Link 2026-02-02T21:25Z [---] followers, [---] engagements

"@braden_tewinkel Think about it: Wasson is selling everyday. Other insiders are not as per the lockup they cant- not until after Feb 13th. IF (not saying 100%) $INV wants to do abother raise (I think they do to fund AeroFlexx commercialization) when do it"
X Link 2026-02-02T21:33Z [---] followers, [---] engagements

"@x_times_1 $70mm is a 40% haircut from what the CEO just said a few weeks ago and that is your base case Good to be conservative but . Well analysts have consolidated $INV [----] revenue @ $30mm so $70mm would be fantastic"
X Link 2026-02-02T22:18Z [---] followers, [---] engagements

"@x_times_1 Each passing month with no new $INV contract [----] revenues are gonna get hit. Assume what 3-6 month to hardware shipment and revenue recignition- no rev till Q3 or Q4. Idk"
X Link 2026-02-02T22:36Z [---] followers, [---] engagements

"$INV A very conservative val given holding cos typically trade at a discount to the entities they control of about 25% take the Accelcius recent valuation $665mm x 75% is $500mm. Assume 45% stake held = $225mm divide by shares out =$2.80 a share. Floor"
X Link 2026-02-03T11:44Z [---] followers, [----] engagements

"$INV- forget 2P cooling we need radiation panels for datacenter space construction 🤪"
X Link 2026-02-03T14:25Z [---] followers, [---] engagements

"$INV. $RDW on radiation cooling panels"
X Link 2026-02-03T14:31Z [---] followers, [---] engagements

"$INV just imagine they stated Accelsius was working on a thermal radiation space cooling solution as well. Oh my"
X Link 2026-02-03T15:36Z [---] followers, [---] engagements

"$LODE they raised $50mm allocated $30mm toward metals BUT the other $20mm is for SSOF Criminal They even hit ATM in Dec for SSOF. This raise is about SSOF. Wake up"
X Link 2026-02-03T16:51Z [---] followers, [---] engagements

"$LODE so as I suspected a) they were hitting ATM; b) a big portion of the raise was for SSOF (perhaps $20mm); c) they have sight on only 20k tonnes yet raised for additional sites"
X Link 2026-02-03T16:58Z [---] followers, [---] engagements

"$INV got more around $3.16. If you want to build a position they sure make it easy in this stock"
X Link 2026-02-03T18:08Z [---] followers, [---] engagements

"$LODE investors YOU put in $20mm to increase the value of SSOF & Corrado and the board with almost an equal interest are not asked to put in a proportional share Come on man. Lawsuits are coming"
X Link 2026-02-03T18:42Z [---] followers, [---] engagements

"@braden_tewinkel what is concerning is how hard a slowdown in AI DataCenter would hit our beloved $INV. I believe this is coming as monetization delay will put the breaks on CapEx. Now $INV could pivot to retrofitting as capacity utilization takes forefront"
X Link 2026-02-03T22:10Z [---] followers, [---] engagements

"@braden_tewinkel Brother Youre smarter than this Thats my point They cant keep up the rate of CapEx So it slows similar to the fiber optic investment craze in the dotcom. Regardless I think $INV could pivot to retrofitting older cooling systems"
X Link 2026-02-03T22:19Z [---] followers, [---] engagements

"$LODE listened to the call again and here are my takeaways: A) The raise was done mostly to generate $20mm or more for SSOF. They want to provide power to these lands to effectuate a sale. $20mm will only be enough for moderate upgrade"
X Link 2026-02-04T09:30Z [---] followers, [---] engagements

"$INV need another dip Not even close to where I want to be"
X Link 2026-02-04T09:47Z [---] followers, [---] engagements

"$HON $JCI if you invest along Paul Singer youre gonna make bank"
X Link 2026-02-04T10:28Z [---] followers, [---] engagements

"$INV; $ORCL; $MSFT $CRM; $AMD Trump needs the market to secure midterms. Watch him do a government funding program for data center buildouts to prevent the crash"
X Link 2026-02-04T16:20Z [---] followers, [---] engagements

"$inv $2.80 is my next sweet spot. Im more than aware of AI bubble risk but as Dan Niles said: tech is over-hyped in the short run and under-hyped in the long run. Even if things slow I think theyll retrofit older centers to increase utilization"
X Link 2026-02-04T16:47Z [---] followers, [---] engagements

"$inv a capitulation day should be at least 2x daily volume. I am patiently waiting for it. It might be the all time low around $2.50. What will be will be"
X Link 2026-02-04T17:46Z [---] followers, [---] engagements

"$INV I think this has been red every day for [--] weeks. Its one of the longest streaks of weakness I have ever had the misfortune of experiencing. Part of me is honored"
X Link 2026-02-04T18:56Z [---] followers, [---] engagements

"@braden_tewinkel I like Accelsius but $INV beyond them seens to have [--]. You know they havent issued any news on Aeroflexx for like 4-5 months. Its like all operations have ceased over there"
X Link 2026-02-04T19:26Z [---] followers, [---] engagements

"$INV check out this chart Fugly"
X Link 2026-02-04T20:13Z [---] followers, [---] engagements

"@AtlasShrug1 @stonksamiam @AccelsiusATX You are in midst rightly or wrongly of AI bubble panic. Throw in NVDAs comments at CES regarding ambient cooling and less need for chillers abd its a bit of storm for $INV. The chiller Opex was a selling point for D2C 2Phase"
X Link 2026-02-04T20:22Z [---] followers, [---] engagements

"$INV added more at $2.99. Will now hold off until $2.80"
X Link 2026-02-04T20:37Z [---] followers, [---] engagements

"@weareinnventure Hmmm maybe stop with the big picture shit and start talking about your specific companies and how they are positioned. I cant watch this we build companies crap no more"
X Link 2026-02-04T20:43Z [---] followers, [---] engagements

"$INV. We are close ladies and germs. Maybe tomorrow. $2.50"
X Link 2026-02-04T20:52Z [---] followers, [---] engagements

"After the $LODE investor CC it became apparent that $20mm was to be used to provide power to SSOF- the Silver Springs Opportunity Fund a real estate holding co wherein LODE holds 17% and the CEO & [--] board members hold 14%"
X Link 2026-02-04T21:39Z [---] followers, [---] engagements

"$INV whether justified or not the AI collapse/pause/doubt is amongst us. Valuations were stupid. Im upset w/myself I didnt short more. Too late for that. Anywhooo lets see where she stops. If we had a competent admin I might feel better but"
X Link 2026-02-05T12:49Z [---] followers, [---] engagements

"$LTBR I have been short for some time. Know these idiots like the back of ny hand. The idea they have almost a $500mm market cap is beyond the pale"
X Link 2026-02-05T12:57Z [---] followers, [---] engagements

"$inv dying to get this around $2.80 bitchez"
X Link 2026-02-05T13:04Z [---] followers, [---] engagements

"@JohnChe42227594 Well with [--] news out of $INV other than their will build companies bs nothing out of Accelsius beyond financing initiatives- not completely unforeseeable. Lets see where the bottom is. My guess $2.50"
X Link 2026-02-05T14:21Z [---] followers, [---] engagements

"$INV approaching all time lows- $3.60. Maybe there is better"
X Link 2026-02-05T14:29Z [---] followers, [---] engagements

"$INV hmmmm pretty long now Still another 20% to go Looking for $2.25 and thats it"
X Link 2026-02-05T15:18Z [---] followers, [---] engagements

"$INV Avg daily vol 1.8mm we are at 1mm in 1st hour. This is pretty classic"
X Link 2026-02-05T15:26Z [---] followers, [---] engagements

"$INV they raised $40mm at $3.50 its now $2.60. Accelsius raised $65mm at $665 val This is getting stupid"
X Link 2026-02-05T15:27Z [---] followers, [---] engagements

"@weareinnventure $INV I got this great novel idea instead of posting interviews highlighting how you build companies (more like crush capital) how about attending an investor conference of 50"
X Link 2026-02-05T16:09Z [---] followers, [---] engagements

"$MPLX best pipeline stock out there"
X Link 2026-02-05T16:13Z [---] followers, [--] engagements

"$INV heres a rather dismal conservative val: INV w/80mm out @ $2.50= $200mm MC. Value other companies @ [--]. Accelsius 665mmx .45 ($INV stake)= $300mm. Apply standard 25% deduction to holding companies = $225mm or $2.80"
X Link 2026-02-05T16:55Z [---] followers, [---] engagements

"@kelpieforest Thats the idea. Need some sales first"
X Link 2026-02-05T17:05Z [---] followers, [--] engagements

"@kelpieforest $INV but valuing their other [--] businesses at [--] is harsh -though there has been as far as I can see no movement on them. Also the Accelsius deal was done at a discount as it was strategic so slapping another 25% too is harsh"
X Link 2026-02-05T17:16Z [---] followers, [---] engagements

"@Cashencarlo1 @braden_tewinkel Youre right. But you need some fundamental idea of value to know where to buy. It may go lower but"
X Link 2026-02-05T17:22Z [---] followers, [--] engagements

"@braden_tewinkel @Cashencarlo1 Heres the thing imho. As I wrote you beware of AI panic/bubble. I think we are obviously in the early innings. But is $INV or 2Phase the future For now it is debatable-they have had PoC for months. But for some reason we arent hearing much"
X Link 2026-02-05T17:36Z [---] followers, [---] engagements

"@braden_tewinkel @Cashencarlo1 Yea. And I agree one household name i.e. AMZN and zoom we probably double. What keeps me engaged is the strategic was just done They obviously vetted the tech and liked it & it was an up round"
X Link 2026-02-05T17:39Z [---] followers, [--] engagements

"$LODE I wonder of some of the funds were spooked by the red flag the SSOF highlights and not wanting to get involved in a legal tangle just bailed. I have never seen such a failed deal in my life"
X Link 2026-02-05T17:52Z [---] followers, [---] engagements

"@CDe_Gasperis $LODE stock over your tenure. Would you please resign or appoint an independent director. And if you think youre spending another $20mm of our money to bolster your wealth"
X Link 2026-02-05T18:01Z [---] followers, [---] engagements

"$INV doesnt look like we are getting a V shaped bottom. Thats ok. Whats important is the low of the day $2.53 holds. If not the all time of $2.36 is in play. After that this co needs to get off its ass and do something"
X Link 2026-02-05T19:19Z [---] followers, [---] engagements

"@braden_tewinkel $INV has now been down like [--] straight days you know what that means Its time for We build companies video"
X Link 2026-02-05T20:33Z [---] followers, [---] engagements

"$INV I have one more batch to buy but Im targeting $2. This company is fucking clueless"
X Link 2026-02-05T20:53Z [---] followers, [---] engagements

"@weareinnventure $INV check out this [--] month chart: you dont build businesses you burn shareholders"
X Link 2026-02-05T21:32Z [---] followers, [---] engagements

"@weareinnventure $INV now I know you are trolling me"
X Link 2026-02-05T22:49Z [---] followers, [---] engagements

"$LUCD next week Hence $PAVM deal. Ducks in line bitchez"
X Link 2026-02-06T14:24Z [---] followers, [---] engagements

"$INV that was a gift yesterday"
X Link 2026-02-06T15:37Z [---] followers, [---] engagements

"$PAVM $LUCD what is interesting about the preferred shares issued by PAVM CONDITION on LCD approvals is it diminshes all the FUD about the LUCD toxic debt. I think we are near but what you do with the spike is up to you"
X Link 2026-02-06T16:11Z [---] followers, [---] engagements

"$INV I actually need Wasson to hit the bid. I want more but lower. Come on hit the bid"
X Link 2026-02-06T17:04Z [---] followers, [---] engagements

"@DeepValuePlay Titan has lan option for [--] million more to sell if it stays over $2.75. They have a month"
X Link 2026-02-06T17:05Z [---] followers, [--] engagements

"@DeepValuePlay But its cimplicated how the Green shoe option works. Essentially they sold 20mm (the deal was lets say [--] + 2mm option). Once sold they are technically short 2mm which they use to buy shares in open market to stabilize price. Fuck it"
X Link 2026-02-06T18:05Z [---] followers, [--] engagements

"$LODE did a boatload of DD this weekend. As you all know I am working the SSOF angle. Dont have time for all the details but Ill leave you with this: https://www.datacenterdynamics.com/en/news/microsoft-gets-approval-to-merge-and-resubdivide-six-parcels-of-land-in-lyon-county-nevada/ https://www.datacenterdynamics.com/en/news/microsoft-gets-approval-to-merge-and-resubdivide-six-parcels-of-land-in-lyon-county-nevada/"
X Link 2026-02-08T23:54Z [---] followers, [----] engagements

"$LODE 345KV for [---] acres Unless they were looking to create the most dense AI center in earth packed with servers $MSFT is looking to expand & we are across the street. Next move is an 8K filing showing transfer $$ to SSOF. Lets see"
X Link 2026-02-10T16:38Z [---] followers, [---] engagements

"$LODE IF SSOF is power ready via Greenlink West (2027) ; water rights and a will serve letter securing water; how does it not get what $MSFT paid for Fernley NV ($235k) per acre We are in a qualified economic zone. The tax benefits are huge"
X Link 2026-02-10T16:48Z [---] followers, [----] engagements

"$LODE I would imagine the tax benefits to a hyperscaler are worth more than the purchase price. Interesting too that $MSFT is an investor in SolarCycle. Could Corrado get a small investment from them in Metals as sweetner Ohhh the mind wanders"
X Link 2026-02-10T16:50Z [---] followers, [---] engagements

"$LODE Microsoft is buying SSOF I am almost 100%. I will lay it all out tomorrow morning. Moreover I think its close. Too many moving parts"
X Link 2026-02-10T17:06Z [---] followers, [----] engagements

"@Bites_86 @MeraGoldPlz $LODE the NOLs offsett operating income not capital gains- thought the same initially"
X Link 2026-02-10T19:33Z [---] followers, [---] engagements

"$LODE this is for 374KV of power. It may not be overkill for [---] acres but when considering all the ancillary buildings needed (towers battery storage etc) to fully utilize this power they would need to create the most dense AI center in the world"
X Link 2026-02-11T07:42Z [---] followers, [---] engagements

"$LODE All signs point to $MSFT taking the [----] acres to create an AI campus. How far away any deal is. https://seekingalpha.com/symbol/MSFT#hasComeFromMpArticle=false%23source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews https://seekingalpha.com/symbol/MSFT#hasComeFromMpArticle=false%23source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews"
X Link 2026-02-12T19:07Z [---] followers, [----] engagements

"$LODE I have some reasons to think moreover that this acquisition needs to occur soon. There are strategic reasons $MSFT must act within the next few months. I will outline them tomorrow. Please someone else do some DD and confirm what I say"
X Link 2026-02-12T21:28Z [---] followers, [---] engagements

"$LODE hyperscalers dont want to deal with a partnership like SSOF. I suspect Corrado will up our stake in SSOF given all the monies diverted from LODE to SSOF (a hyperscaler doesnt need a class action from shareholders enjoining the transaction)"
X Link 2026-02-12T21:32Z [---] followers, [---] engagements

"$LODE assume $500-$600mm with LODE getting 25% or $125mm. This with cash on hand means funding for [--] recycling facilities. IF you believe in the recycling plan (Corrado makes it hard imho) then go ahead and model it out. Enjoy. Youll arrive $100 a share"
X Link 2026-02-12T21:36Z [---] followers, [---] engagements

"$LODE getting some indications of interest for class action against Comstock Metals. I believe the whole SSOF mess is what caused funds to turn tail once again leaving shareholders devasted. This is just a precursory poll Interested Not Interested Interested Not Interested"
X Link 2026-02-05T22:03Z [---] followers, [---] engagements

"$LODE MAK Capital increased their ownership in proportion to the shares outstanding. Its a good sign. Wait to see what Hood River did. Next wait for 8k from co on SSOF & whether some governance is implemented"
X Link 2026-02-06T07:57Z [---] followers, [---] engagements

"@DeepValuePlay $LODE IMHO credibility is shot. How he hide this is beyond the pale: hitting the ATM in Dec; not putting it in the prospectus Waiting until caught slapped in the face and only then doing the right thing/ should he do it"
X Link 2026-02-06T11:30Z [---] followers, [---] engagements

"@DeepValuePlay $LODE at this point I dont trust him- either do the funds or they would have defended the stock. So are we really in schedule Are the unit economics even what he says they are IF recycling has such a ROI why [--] insider buys"
X Link 2026-02-06T11:32Z [---] followers, [---] engagements

"@DeepValuePlay $LODE I bought a little yesterday as a trade but I am so put off by this that for me it uninvestable- just a trade. Could certainly be wrong but everything points to a leadership team w/o focus untrustworthy and incompetent"
X Link 2026-02-06T11:34Z [---] followers, [---] engagements

"$LODE If we break the $2.75 wall I will shit myself"
X Link 2026-02-06T15:43Z [---] followers, [---] engagements

"$LODE is the allottment back in play"
X Link 2026-02-06T17:00Z [---] followers, [---] engagements

"$LODE the Titan green shoe option is for 2.77mm more shares. They have a [--] month option only exercised IF its over $2.75. Theyll probably wait and see. Could be an overhang or set a wall at $2.75. Lets see"
X Link 2026-02-06T17:11Z [---] followers, [---] engagements

"@17thfellow $LODE with this co nothing is black or white. He was however not lying when on numerous calls he talked about witnessing a surge of datacenter growth in the region. I would recommend to any serious investor to study the map wherein SSOF lies"
X Link 2026-02-09T11:28Z [---] followers, [---] engagements

"$LODE https://www.datacenterdynamics.com/en/news/tract-acquires-1000-acres-in-nevada-for-16gw-data-center-park/ https://www.datacenterdynamics.com/en/news/tract-acquires-1000-acres-in-nevada-for-16gw-data-center-park/"
X Link 2026-02-09T11:32Z [---] followers, [---] engagements

"$LODE since August the following $$$ have been taken from LODE to fund SSOF: $2.5mm - from Aug raise over allotment $6mm - ATM sale 1.4mm shares $20mm- assuming this is the non ear marked $$ from last raise. So close to $30mm in [--] months"
X Link 2026-02-09T16:33Z [---] followers, [---] engagements

"$LODE and you all dont think the priority is SSOF The CEO has 10x invested in SSOF vs LODE. So follow the money Will it pay off for LODE Maybe and if you want me to I will explain why this money was required and the risks"
X Link 2026-02-09T16:35Z [---] followers, [---] engagements

"$LODE I swear I could write a book on this co. In simple terms they are either positioning SSOF for an outright sale- the monetization event we have all waited for or they are using LODE funds to keep the option open for a future sale"
X Link 2026-02-09T18:13Z [---] followers, [---] engagements

"$LODE here is an example and there are many: Per the CC CEO said we tapped ATM in Dec sold 1.4mm shares for $4 or $6mm. He mentioned Horizontal Energy. In classic Corrado fashion he doesnt explain so I sent digging"
X Link 2026-02-09T18:15Z [---] followers, [---] engagements

"$LODE most likely this $6mm was needed to keep his place in the interconnection queue at Greenlink West. Land w/o power aint worth much to a data center. Had he NOT done this he would have lost his place"
X Link 2026-02-09T18:16Z [---] followers, [---] engagements

"$LODE Greenlink West is expected to be up next year. If you have a place in line your wait time for power is like [--] months as opposed to [--] years. Its very valuable- what does it mean On its face it just means he is stacking value"
X Link 2026-02-09T18:18Z [---] followers, [---] engagements

"$LODE when I have time Ill go off"
X Link 2026-02-09T18:19Z [---] followers, [---] engagements

"In fact slowly our interests ($LODE) and the CEOs are slowly coming into alignment- the millions taken whether via ATM or dilution MUST result in our increased share in SSOF which today stands at 17% just slightly higher than the CEO who has 14"
X Link 2026-02-10T07:29Z [---] followers, [---] engagements

"$LODE so if you are not watching what is happening with SSOF the [----] acres that surround the recycling plant the real estate where LODEs investors money is going (trust me its not going into refining) you are negligent"
X Link 2026-02-10T07:31Z [---] followers, [---] engagements

"$LODE the upside is this: It is very possible this land is quite valuable. Perhaps if we carve out the recycling plant itself the remaining [----] acres could fetch 200k an acre or $400mm to a hyperscaler. There are comps that support this"
X Link 2026-02-10T07:34Z [---] followers, [---] engagements

"$LODE thats the upside. The downside is no hyperscaler wants dirt: they want a) clean title; power ready and c) a commitment from the local utility that WATER will be made available. These are the min req for 200k an acre"
X Link 2026-02-10T07:36Z [---] followers, [---] engagements

"$LODE SSOF doesnt hold title: they have an option to purchase the land. These options have been extended almost yearly (read the 10k) paid for by LODE. Exercising the options would require at least $20mm i.e.10k per acre excl the recycling"
X Link 2026-02-10T07:39Z [---] followers, [---] engagements

"$LODE remember a hyperscaler doesnt want a underlying option. They want clean title. Where is this money coming from Hmmmm we did just raise $50mm. But that was recycling Was it How much does it cost to get a lease in the desert outside Vegas Permits"
X Link 2026-02-10T07:42Z [---] followers, [---] engagements

"$LODE listen to the CC - it was a ruse. A lease on desert land for a 2nd site and the application for permits w/the same state EPA for same process can be done for $1mm. You dont need $50mm As for refining- [--] details were given yet $10mm allocated"
X Link 2026-02-10T07:45Z [---] followers, [---] engagements

"$LODE the CEOs ostensible reason for the oversized raise and dilution was it was 5x oversubscribed but nobody increases dilution 40% just because over-subscribed One need to go back to the August raise to see the pattern. He references this in fact"
X Link 2026-02-10T07:54Z [---] followers, [---] engagements

"$LODE on the call the CEO says: we got criticized b/c after the August raise we advanced $4.5mm to SSOF. His justification: we had an over allotment and decided to use this to fund SSOF. Really Its like LODE shareholders are his piggy bank- found money"
X Link 2026-02-10T07:56Z [---] followers, [---] engagements

"$LODE there seems to be [--] consideration given to the endless suffering shareholders have endured and the explicit priority is SSOF and when you see that the CEO and [--] Board Members have their retirement dreams in SSOF its not to understand"
X Link 2026-02-10T07:58Z [---] followers, [---] engagements

"$LODE of course nothing is blackband white if it was Corrado would be looking at a class action (and still might). The land is being I guess prepped for a sale as this endless taking/dilution from LODE can not continue. The 6mm from ATM in Dec- energy"
X Link 2026-02-10T08:00Z [---] followers, [---] engagements

"$LODE Horizontal Energy was used to get SSOF in the interconnection queue- this is the power requirement. The water owning water rights is not enough. Will we need an impact study Will we need a will serve letter from the utility"
X Link 2026-02-10T08:02Z [---] followers, [---] engagements

"@AktienAkademie Under the Investment Company Act of [----] company is defined as an "investment company" if it meets certain tests such as: Primarily engaging in investing reinvestin or trading or;"
X Link 2026-02-10T08:24Z [---] followers, [--] engagements

"@AktienAkademie $lode Holding "investment securities" exceeding 40% of its total assets (excluding government securities and cash) on an unconsolidated basis"
X Link 2026-02-10T08:24Z [---] followers, [---] engagements

"@Meditate_Run @AktienAkademie 40$-$50 for $LODE Moreover like $100mm"
X Link 2026-02-10T17:18Z [---] followers, [---] engagements

"@AktienAkademie $LODE if dum dum pulls this off the narrative changes. Investors start thinking about the mines and their monetization. It could be very meaningful"
X Link 2026-02-10T17:19Z [---] followers, [---] engagements

"$LODE I have said for months that SSOF is a major part of the investment thesis. This is not to say that recycling is unimportant. The ROI on the recycling may in fact be exceptional but it depends on whether the unit economics hold true"
X Link 2026-02-11T07:29Z [---] followers, [----] engagements

"$LODE the unit economics; tipping fees; resale revenue of materials; OpEx these have not been borne out as commissioning has yet to begin. The OpEx will go up if we assume transport costs; the resale value depends on commodity spot prices"
X Link 2026-02-11T07:32Z [---] followers, [---] engagements

"$LODE tipping fees might fluctuate with volume contracts. For this reason you cant model in a spreadsheet 100k tonnesx $500 tipping feesx $750 resale - $150 per tonne OpEx. Its a silly exercise imho. Its not to say it cant happen but its early"
X Link 2026-02-11T07:35Z [---] followers, [---] engagements

"$LODE SSOF is however a more concrete economic event. There are land comps showing the value; there is enough signs whereby one can assume a monetization event is on the horizon. Moreover in relation to our market cap its significant. So here we go"
X Link 2026-02-11T07:37Z [---] followers, [---] engagements

"$LODE you do not spend billions building out a data center only to have your hands tied- constrained by future growth. Again why would you do this when across the street is a [----] acre continguous parcel of property for sale"
X Link 2026-02-11T07:44Z [---] followers, [---] engagements

"$LODE TITLE: SSOF owns the option to the title. The title is held by the ranch. Its all in the name of the Duval Family. Getting title is as simple as exercising the options. It does require money. If we assume [----] acres x 10k an acre we need $25mm"
X Link 2026-02-11T07:49Z [---] followers, [---] engagements

"$LODE POWER: a parcel without power is useless. The telling sign here is Greenlink West. This is said to be operational in [----]. In order to reserve your power you need to get in the interconnection queue. You cant just camp out in line"
X Link 2026-02-11T07:50Z [---] followers, [---] engagements

"$LODE in Dec the ATM was hit for approx $6mm. This money was used to secure a position for SSOF in the queue- this is a non refundable deposit btw. $6mm guaranteed the [----] SSOF parcel 600MW of power. This is perfect for an AI campus this size"
X Link 2026-02-11T07:53Z [---] followers, [---] engagements

"$LODE WATER: AI centers are notorious for water consumption. The Duval land has attendant water rights (covered by the SSOF options). These are senior water rights. The way water works in Nevada is as follows:"
X Link 2026-02-11T07:55Z [---] followers, [---] engagements

"$LODE if the land did not have water and the rights to it an AI developer would need to buy the water frim somewhere else and pledge that to the utility- it would cost millions. Because these are senior rights moreover in times of drought"
X Link 2026-02-11T07:59Z [---] followers, [---] engagements

"$LODE the senior water holder rights are last to be cut. Having access to as much water as possible similar to power is invaluable to AI centers. So we have established a) a right to title b) power- in the interconnection queue 600MW; c) Water"
X Link 2026-02-11T08:01Z [---] followers, [---] engagements

"$LODE there is another step in the water. To get a Will Serve letter a hydraulic study needs to be done. Remember you need to demonstrate that the infrastructure existing/planned can handle the pressure. I am assuming $MSFT did this already"
X Link 2026-02-11T08:03Z [---] followers, [---] engagements

"$LODE $MSFT almost always does these studies themselves using their engineering firms and paying for it. I am not 100% sure of this but it goes to tve question of why I think they are the buyer among perhaps many interested parties"
X Link 2026-02-11T08:05Z [---] followers, [---] engagements

"$LODE look at the map. Look at the recent request made for their Nighthawk substation do you think they want to be landlocked- handcuffed unable to grow They have more power than they can use & if power is fuel why wouldnt you expand"
X Link 2026-02-11T08:07Z [---] followers, [---] engagements

"$LODE it would be a strategic blunder NOT to take the neighboring [----] acres. $MSFT is investing in not only their [---] acres but in the county infrastructure. They have devoted resources to sewer and water. Its part of their community AI strategy"
X Link 2026-02-11T08:10Z [---] followers, [---] engagements

"$LODE so imho SSOF is checking off the conditions prescribed by $MSFT for a sale. Taking the SSOF [----] acres and the 600MW of power afforded to it by the Greenlink West project would make it I believe the 5th largest AI data center in the US"
X Link 2026-02-11T08:12Z [---] followers, [---] engagements

"$LODE so now you see where the CEOs priority lies. This is not to say that recycling is a dream. I said there are tailwinds- the Federal Proposed EPA ruling should appear in [--] weeks- they want to facilitate recycling"
X Link 2026-02-11T08:19Z [---] followers, [---] engagements

"$LODE I need to go now but the next thread will be about SSOF and what LODEs interest is and will be. But I want to leave you with this: the idea of $MSFT investing in $LODE as part of the deal makes lot of sense. It helps with the optics. explain later"
X Link 2026-02-11T08:21Z [---] followers, [---] engagements

"@NestBetter $LODE Corrado needs a sale this year or he is fucked. Phantom tax kicks in this year -unrealized cap gains in QEZ. His cost basis is .06 on his shares. LODE paid $1.80. They will mark to market there. He will owe a million in taxes this year on SSOF w/no sale"
X Link 2026-02-12T23:07Z [---] followers, [---] engagements

"@NestBetter $LODE the CEO needs a sale (he also pledged SSOF shares for a $1.1mm loan 8%) AND $MSFT imho needs the sale. Until you understand the relevance of this Nighthawk substation you dont get the strategy. Its the heart of the power that and Greenlink"
X Link 2026-02-12T23:10Z [---] followers, [---] engagements

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@broheim777
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