# ![@killapabkai Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1790622956986544128.png) @killapabkai haYN Capital

haYN Capital posts on X about $iren, gold, $itrg, market the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1790622956986544128/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790622956986544128/c:line/m:interactions.svg)

- [--] Week [------] +48%
- [--] Month [------] +1,798%
- [--] Months [------] +93%
- [--] Year [------] +2,049%

### Mentions: [--] [#](/creator/twitter::1790622956986544128/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790622956986544128/c:line/m:posts_active.svg)

- [--] Months [--] -10%
- [--] Year [---] +1,083%

### Followers: [---] [#](/creator/twitter::1790622956986544128/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790622956986544128/c:line/m:followers.svg)

- [--] Week [---] +6.90%
- [--] Month [---] +23%
- [--] Months [---] +131%
- [--] Year [---] +1,306%

### CreatorRank: [---------] [#](/creator/twitter::1790622956986544128/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790622956986544128/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42% [stocks](/list/stocks)  30% [technology brands](/list/technology-brands)  8% [cryptocurrencies](/list/cryptocurrencies)  7% [countries](/list/countries)  5% [currencies](/list/currencies)  4% [exchanges](/list/exchanges)  3% [ufc](/list/ufc)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$iren](/topic/$iren) #300, [gold](/topic/gold) 9%, [$itrg](/topic/$itrg) 7%, [market](/topic/market) 6%, [ai](/topic/ai) 6%, [market cap](/topic/market-cap) 6%, [$prkr](/topic/$prkr) 6%, [strong](/topic/strong) 5%, [$nvct](/topic/$nvct) #18, [bullish](/topic/bullish) 5%

**Top accounts mentioned or mentioned by**
[@grumpierbtday](/creator/undefined) [@encodelp](/creator/undefined) [@jd4for4](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@firedupwealth](/creator/undefined) [@nvidianetworkng](/creator/undefined) [@grok](/creator/undefined) [@marketplunger1](/creator/undefined) [@micromaniaadamo](/creator/undefined) [@adheeshperera](/creator/undefined) [@logicalthesis](/creator/undefined) [@here4sports](/creator/undefined) [@deepfriedf15875](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@taobanker](/creator/undefined) [@polymarket](/creator/undefined) [@gavmccracken](/creator/undefined) [@1maincapital](/creator/undefined) [@thebeingintime](/creator/undefined) [@chrisking189362](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Nuvectis Pharma, Inc.  (NVCT)](/topic/$nvct) [GitLab Inc. (GTLB)](/topic/$gtlb) [eToro Group Ltd (ETOR)](/topic/$etor) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Airbloc (ABL)](/topic/$abl) [Purr (PURR)](/topic/$purr) [Applied Digital Corp. (APLD)](/topic/$apld) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Intel Corporation (INTC)](/topic/$intc) [Nuvalent, Inc. (NUVL)](/topic/$nuvl) [Bitcoin Gold (BTG)](/topic/$btg) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$MAI.V PT: $10 CAD (base case) Derived from this rough draft Excel model Assumptions: - $2000 AISC for all [--] US mines - Base case uses $4000 gold - 15% Discount Rate - 0.8x NPV - FD share count of 155m Mexico Assumptions - $1200 AISC - 0.6x NPV (lower multiple for jurisdictional risk) https://twitter.com/i/web/status/2021361108674805827 https://twitter.com/i/web/status/2021361108674805827"  
[X Link](https://x.com/killapabkai/status/2021361108674805827)  2026-02-10T23:10Z [---] followers, 12.5K engagements


"$CPSH looking to add here Uniquely positioned as a Domestic supplier to benefit from multiple growth industries by solving a key problem where physics (thermal & weight) are limiting technological advancements/density in GPUs and Defense"  
[X Link](https://x.com/killapabkai/status/2017371276978028753)  2026-01-30T22:56Z [---] followers, [---] engagements


"VAST seems to be eating them up so I passed on initating a position. The main solution they are trying to solve is reducing memory costs per inference request. VAST seems to save more then $PTSG by - storing less data then PTSG would by filtering data (getting rid of unecessary duplicate data) - shaping the data then storing it on memory drives (reduces wear and tear on memory drives) - gives every compute node direct access to all data (instead of siloed data and having the compute node to talk to another compute node to request data) https://twitter.com/i/web/status/2018531677606486234"  
[X Link](https://x.com/killapabkai/status/2018531677606486234)  2026-02-03T03:47Z [---] followers, [---] engagements


"@SFarringtonBKC @FIREDUpWealth Only one i bought is $GTLB"  
[X Link](https://x.com/killapabkai/status/2018809475709501708)  2026-02-03T22:11Z [---] followers, [---] engagements


"@NVIDIANetworkng @grok is this bearish for $PSTG"  
[X Link](https://x.com/killapabkai/status/2018849552825253941)  2026-02-04T00:50Z [---] followers, [---] engagements


"@marketplunger1 any tungsten miners/refiners anyone can recommend me dig into"  
[X Link](https://x.com/killapabkai/status/2021802413855060044)  2026-02-12T04:23Z [---] followers, [---] engagements


"4. $WWI.AX West Wits Mining (5% position) Fully Diluted Share Count: 4.7B SP: A$0.077 Mkt Cap: A$362m Thesis: - Qala Shallows (74% ownership) after-tax NPV (7.5%) of $1.1B at $4850 gold (produce 60-70k oz a year at peak for a total of 940k oz extracted over a [--] year mine life) - fully financed + mine mobilisation and underground works well advanced - first gold production targeted for the first quarter of [----]. Qala Shallows is only Stage [--] They have optionality to capture the total 7m oz deposit at WBP Witwatersrand Basin (74% ownership of WBP) Cash flow from Qala shallows decreases"  
[X Link](https://x.com/killapabkai/status/2018188350574968945)  2026-02-02T05:02Z [---] followers, [---] engagements


"5. $LFLR.CN (5% position) Fully Diluted Shares: 135m SP: $0.67CAD Mkt Cap: C$90m Thesis: - Swanson deposit ready to start production 2H [--] total MRE of 123k oz of gold - fully funded to bring Beacon mill back online and processing [---] tpd - short-term scale Beacon to 1k tpd and long-term 3-4k tpd [--] g/t at [---] tpd = [----] grams a day = 48oz/day = [-----] oz year at $4000 gold = $35m USD cash flow PT: C$1.5 - sheet pasted below - Assumes [--] year mine life"  
[X Link](https://x.com/killapabkai/status/2018196188781297965)  2026-02-02T05:34Z [---] followers, [---] engagements


"$INTC Trend Trade Entry: $46 (entry below 20-day EMA and above 50-day EMA Initial Stop: $41 (1x ATR below 50-day EMA) Max Risk: 50bps 50% Take Profit: $56 (to make trade risk free) Once price closes above 20-day EMA adjust stop every day to 0.5x ATR below 20-day EMA until I get stopped out. $INTC continue to be in a strong uptrend and they have a lot of tailwinds helping them become a key player in a domestic US AI supply chain"  
[X Link](https://x.com/killapabkai/status/2022262008289386794)  2026-02-13T10:50Z [---] followers, [---] engagements


"I think the market is severly mispricing the probability of $NVCT NXP-900 making it to market (currently at Phase 1B) compared to the total market it can capture as a standalone treatment or in combination with existing alternatives"  
[X Link](https://x.com/killapabkai/status/1984055937863434306)  2025-10-31T00:32Z [---] followers, [---] engagements


"Here are my notes on $NVCT. A combination of notes from other write-ups and my own research. disc: long $nvct dyor nfa https://docs.google.com/document/d/1WSjCXRfCw7_bun-tn3R1FkqlARm9rxN0fgidi8uKCX0/editusp=sharing https://docs.google.com/document/d/1WSjCXRfCw7_bun-tn3R1FkqlARm9rxN0fgidi8uKCX0/editusp=sharing"  
[X Link](https://x.com/killapabkai/status/1984060927680078180)  2025-10-31T00:52Z [---] followers, [----] engagements


"with $NVCT breaching its 200-day ma + biotech activity heating up + PH1B data expected in [----] I am once again here pounding the table for the asymmetric opportunity in $NVCT $NUVL chart shows the potential"  
[X Link](https://x.com/killapabkai/status/1999285335667409145)  2025-12-12T01:09Z [---] followers, [---] engagements


"$ETOR Trade Structure THESIS: Etoro now cheap and I expect a rerating over 6-12 months to what I perceive as fair value at $45 PT. Now trading at -50% from its IPO price Etoro has a market cap of $2.6B with $1.2B in cash = $1.4B EV With FCF of $113m from 9M [----] and $38m in FCF in Q3 [--] applying another Q of consistent FCF with no growth would give a full year fcf of $150m = to a 10-11% fcf yield. Making the company look very underpriced. They make money in [--] main segments. [--]. 33% of revenue from crypto trading volume [--]. 33% of revenue from equities/fx trading volume [--]. 27% of revenue from"  
[X Link](https://x.com/killapabkai/status/2012306369416970696)  2026-01-16T23:29Z [---] followers, [---] engagements


"$BTG quick Excel model for expected cash flows for any B2Gold holders out there. Even with their hedges and gold prepayments its trading at 40% forward fcf yield [--]. FY26 Cash Flow (Adj for Hedges and Gold prepayments) [--]. Normalized Cash Flow (Assuming same inputs and no hedges) https://twitter.com/i/web/status/2016686174975512700 https://twitter.com/i/web/status/2016686174975512700"  
[X Link](https://x.com/killapabkai/status/2016686174975512700)  2026-01-29T01:33Z [---] followers, [----] engagements


"All my current gold miner Positions Thesis and PT 🧵 [--]. $GSKR GoldSky Resources (10% Position) 270m fd shares * $3.94CAD = $1b CAD mkt cap Thesis: - Just gained full ownership of Barsele (2.4M oz at $1300 gold likely 3-6m Oz at current prices) from AEM which puts its advancement in their control. - Large land packages with multiple potential Barsele scale deposits on the same Gold Line Belt as Barsele (potential for large scale production through hub and spoke) - management team = the gold mining version of the [----] US Mens Basketball Olympics team (Russel Bradford CEO with mining exits of"  
[X Link](https://x.com/killapabkai/status/2018102600114278498)  2026-02-01T23:22Z [---] followers, [----] engagements


"Lets check in on the fundamental drivers of Gold - Real Yields skewed to downside ✅ - US POLICY to weaken the dollar ✅ - Global fiscal deficits ✅ - Deglobalization trends ✅ - Global Central bank accumulation ✅ Shiny rock move up too much too fast but me think go back up"  
[X Link](https://x.com/killapabkai/status/2018211396555813289)  2026-02-02T06:34Z [---] followers, [---] engagements


"My schizophrenic notes and dd on $GTLB for anyone interested https://docs.google.com/document/d/1fLN8PLiHX_Lf6fQmupw1lvf2dtsm6rEVxPpk5rnujbo/editusp=sharing https://docs.google.com/document/d/1fLN8PLiHX_Lf6fQmupw1lvf2dtsm6rEVxPpk5rnujbo/editusp=sharing"  
[X Link](https://x.com/killapabkai/status/2018628409220567366)  2026-02-03T10:11Z [---] followers, [----] engagements


"Sold my $LFLR.CN and added to my $WGR.AX and $WWI.AX positions. Both have more upside imo and frees up some cognitive load"  
[X Link](https://x.com/killapabkai/status/2018990562272272733)  2026-02-04T10:10Z [---] followers, [---] engagements


"$ETOR now at -5x ATR and at 20% EV/FCF yield but I already got stopped out of half of my position. Do I have some balls and reup before earnings or accept that the market knows something I don't"  
[X Link](https://x.com/killapabkai/status/2019179006923588060)  2026-02-04T22:39Z [---] followers, [---] engagements


"$IREN down 15% while Google and other Hyperscalers raise CAPEX guidance. Now stock not pricing a binary outcome of deal or no deal tomorrow imo Set up looks good going into the next couple of months for $IREN With $600B capex amongst hyperscalers and $450B directly to AI INFRA there are not that many power ready sites that $$$ can flow into. I am long $IREN so def bias"  
[X Link](https://x.com/killapabkai/status/2019185802375581705)  2026-02-04T23:06Z [---] followers, [---] engagements


"One form of ALPHA is having a different time and risk tolerance than the market"  
[X Link](https://x.com/killapabkai/status/2019541421636874433)  2026-02-05T22:39Z [---] followers, [---] engagements


"The most impressive part of $IREN Q2 results is $3.6bn GPU financing secured for Microsoft contract at less than 6% interest rate Together with Microsoft prepayment ($1.9bn) MSFT CONTRACT had a total $5.8B GPU EXPENSE $IREN SECURED $5.5B GPU FINANCING WITH AN AVERAGE COST OF CAPITAL 3% SIGNIFICANTLY REDUCES DEBT/EQUITY FINANCING RISKS https://twitter.com/i/web/status/2019543500233310356 https://twitter.com/i/web/status/2019543500233310356"  
[X Link](https://x.com/killapabkai/status/2019543500233310356)  2026-02-05T22:47Z [---] followers, [---] engagements


"FREE ALPHA Every time you feel the urge to show your portfolio value to your spouse SELL EVERYTHING AND TAKE A BREAK FROM THE MARKETS FOR A COUPLE OF WEEKS THEN COME BACK"  
[X Link](https://x.com/killapabkai/status/2019567581372567934)  2026-02-06T00:23Z [---] followers, [---] engagements


"After digging into the OPENAI CODEX release I have decided to close out my teaser $GTLB position. - Valuation still lofty at 30x non-gaap ebit - it seems like context/memory capabilities and regulatory capabilities of Agentic AI from OpenAI and Anthropic are expanding which makes me uncertain of $GTLB value moving forward What this does make me more bullish on is the physical infrastructure that allows these agents to flourish such as $IREN $MU $NVDA https://twitter.com/i/web/status/2019576045188575597 https://twitter.com/i/web/status/2019576045188575597"  
[X Link](https://x.com/anyuser/status/2019576045188575597)  2026-02-06T00:57Z [---] followers, [---] engagements


"Portfolio dropped so hard it got me practicing gratitude for all the blessings I already have in life"  
[X Link](https://x.com/killapabkai/status/2019588371765686649)  2026-02-06T01:46Z [---] followers, [---] engagements


"Trimmed half of my $GSKR and put it into $MAI.V Both have similar upsides in my personal valuations but I like $MAI.V better bc - they are a producer rather than exploration co (less duration and dilution risk) - $GSKR 10x ATR% from 50-day MA (extended) while $MAI.V pretty much at its 50MA https://twitter.com/i/web/status/2021336173189415080 https://twitter.com/i/web/status/2021336173189415080"  
[X Link](https://x.com/killapabkai/status/2021336173189415080)  2026-02-10T21:31Z [---] followers, [---] engagements


"$PURR Increased $HYPE holdings to 17.6m ($26 avg acq price) Reduced fully diluted share count to 150m Still have $125m in deployable cash With Hyperliquid at $30 and $PURR at $4.50 it trades slightly above NAV. I am personally bullish $HYPE and expect it to approach $65 within [----] which gives me a target price of $8.50 for $PURR https://twitter.com/i/web/status/2021719963984343489 https://twitter.com/i/web/status/2021719963984343489"  
[X Link](https://x.com/killapabkai/status/2021719963984343489)  2026-02-11T22:56Z [---] followers, [---] engagements


"With Anthropics $30B raise they could buy $IREN currently at $15B mkt cap and have 4.5GW of secured capacity and their own infrastructure development team"  
[X Link](https://x.com/killapabkai/status/2022091955522744759)  2026-02-12T23:34Z [---] followers, [---] engagements


"Yea ik just stating a potential valuation gap. 4.5GW is $3.33m/MW. If AI factories become a thing $IREN is positioned to offer AI labor in the form of bare compute to enterprises. How much economic value can [--] GW of HPC produce As much as 5k 25k or 50k white collar workers And how much would that be worth seems like it has the potential to be worth a lot more than $3.33m/mw https://twitter.com/i/web/status/2022125314483335359 https://twitter.com/i/web/status/2022125314483335359"  
[X Link](https://x.com/killapabkai/status/2022125314483335359)  2026-02-13T01:46Z [---] followers, [---] engagements


"As a fundamental analysis/valuation based trader I missed out on the move in memory stocks because I decided I was basically too dumb to understand how high the profits could go and how long they may last. What it has opened me up to is incorporating a trend strategy to my trading bag. Where I don't necessarily know every detail but understand that their is a strong narrative taking place and I can extract solid returns by aligning myself with the path and managing risk"  
[X Link](https://x.com/killapabkai/status/2022260918617297051)  2026-02-13T10:45Z [---] followers, [--] engagements


"$AMKR TREND FOLLOWING TRADE ENTRY: $49 INITIAL STOP: $42.5 MAX RISK/share: $ [----] 0.5% MAX RISK POSITION SIZE: [---] 50% TP: $62 Adjust stop once close above 20-day EMA to 0.5x below 20-day EMA"  
[X Link](https://x.com/killapabkai/status/2022268557388890277)  2026-02-13T11:16Z [---] followers, [---] engagements


"@MicromaniaAdamo Sorry shouldve clarified. Uncertainty relating to valuing their whole portfolio of mines and royalties and majority them being out of their control in terms of when they produceWhere as its easier to value a company like $TAU.V with one mine worth way more than its market cap"  
[X Link](https://x.com/killapabkai/status/1892902723927814159)  2025-02-21T11:42Z [--] followers, [--] engagements


"$ITRG Florida Canyone produces $80 million cash flow with 70koz production at $2900 gold and AISC $1700 + my more conservative DeLamar estimates in [----] of 100koz production and $1200 AISC at $3000 gold = $180 million cash flow = $260 million cash flow in [----] 👀"  
[X Link](https://x.com/killapabkai/status/1897438630970581369)  2025-03-06T00:06Z [---] followers, [---] engagements


"$ITRG $ITR.V FY [--] Florida - 72k oz production - $2100 AISC - $2600 realized gold price With $30 million invested in heap leach expansion and CIC circuit and $8 million invested in deferred stripping I expect AISC to drop in [----] to $2000 new spot gold $3000 = $1000 profit/oz"  
[X Link](https://x.com/killapabkai/status/1905370328290689491)  2025-03-27T21:24Z [---] followers, [---] engagements


"If you take these [--] slides from $DGXX and apply them to $IREN and their expansion plans the numbers get ridiculous. 2.75GW being built out for datacenters in Texas at $10m per MW = $27.5 billion valuation contrast to current mkt cap of $3.75billion"  
[X Link](https://x.com/killapabkai/status/1943729458025771201)  2025-07-11T17:49Z [---] followers, [----] engagements


"$ABL hovering around $5/share or $500m market cap looks very gorgeous to me. 🧵"  
[X Link](https://x.com/killapabkai/status/1945575127217049661)  2025-07-16T20:03Z [---] followers, [---] engagements


"$ABL great Q2 Company raising FY25 outlook for Adjusted net income to between $74-$80 million compared to prior outlook of $70-$78 million. new range implies annual net income growth of 59% to 72% for a stock with a forward PE of 7-8 https://ir.abacusgm.com/news-releases/news-release-details/abacus-global-management-reports-second-quarter-2025-results https://ir.abacusgm.com/news-releases/news-release-details/abacus-global-management-reports-second-quarter-2025-results"  
[X Link](https://x.com/killapabkai/status/1953558014474301673)  2025-08-07T20:45Z [---] followers, [---] engagements


"$ITRG up 71.77% since my post on Mar [--]. Still multibagger upside left on the table imo Just posted an investment case for Integra Resources $ITRG $ITR.V Check it out on substack https://t.co/EuxmBslh1g Just posted an investment case for Integra Resources $ITRG $ITR.V Check it out on substack https://t.co/EuxmBslh1g"  
[X Link](https://x.com/killapabkai/status/1960452227824521413)  2025-08-26T21:20Z [---] followers, [---] engagements


"$ITRG has been on a roll recently but it's still cheap. IMO clear path to a double from here once updated DeLamar PFS released later this year shows everyone how much silver they have in DeLamar and what its worth now with Silver at $44"  
[X Link](https://x.com/killapabkai/status/1970261164203598130)  2025-09-22T22:57Z [---] followers, [---] engagements


"I've been seeing some nice biotech winners quite a bit more on my feed so I think it's time I talk about $ACHV again. While riskier and requiring a bit of patience it seems super cheap to me rn 🧵"  
[X Link](https://x.com/killapabkai/status/1977536667201540430)  2025-10-13T00:47Z [---] followers, [---] engagements


"Any company that owns a rare earth ore deposit can improve mine production. $NEO.TO is one of the only companies that can turn these ores into permanent magnets in the west. Their expertise and experience being a competitive advantage"  
[X Link](https://x.com/killapabkai/status/1978625573795569725)  2025-10-16T00:54Z [---] followers, [--] engagements


"Additionally if Rare Earth Exports and the trade war an ownership in $NEO.TO acts as a hedge to the rest of your portfolio tanking. The last export restriction with China and Japan in [----] led to a [--] fold plus increase in rare earth & magnet prices https://www.mining.com/featured-article/charts-rare-earth-export-restrictions-price-spikes-and-the-risks-of-demand-destruction/ https://www.mining.com/featured-article/charts-rare-earth-export-restrictions-price-spikes-and-the-risks-of-demand-destruction/"  
[X Link](https://x.com/killapabkai/status/1978625582037450827)  2025-10-16T00:54Z [---] followers, [---] engagements


"This caused $NEO.TO adj ebitda to grow from $85m in [----] to $286m in [----]. NFA. DYOR. long $NEO.TO"  
[X Link](https://x.com/killapabkai/status/1978625585011425285)  2025-10-16T00:54Z [---] followers, [---] engagements


"my worthless opinion: looking to add some positions end of this week & next week. selloff is due to deleveraging from scares from US-China. Behind this FED cutting rates and ending QT into gdp growth Once Trump and Xi make up again end of Oct the party continues"  
[X Link](https://x.com/killapabkai/status/1981160842872979568)  2025-10-23T00:48Z [---] followers, [---] engagements


"looking to add some $IREN calls soon. nice ATR compression back down near 50-day MA with lots of catalysts from now until end of year"  
[X Link](https://x.com/killapabkai/status/1981161139125071914)  2025-10-23T00:49Z [---] followers, [---] engagements


"@AdheeshPerera I think its a more speculative way to play btc to hpc and I own a lot more $IREN. But the valuation gap between their MW and others + catalysts in the next couple of Qs make it a solid spec play. Less attractive at current prices was better around $3"  
[X Link](https://x.com/killapabkai/status/1981842449019687192)  2025-10-24T21:57Z [---] followers, [---] engagements


"$DCTH Probably one of my favorite biotech setups rn. Short-term revenue headwinds masking the long term growth runway that is starting to be revealed for Hepzato. @encodelp & @LogicalThesis have solid notes on the opportunity"  
[X Link](https://x.com/killapabkai/status/1982947591454331385)  2025-10-27T23:08Z [---] followers, [----] engagements


"These headwinds have kept the stock price muted even though the CHOPIN data just revealed its effectiveness when combined with ICIs. This gives it a pretty clear runway to increase its market from just uveal melanoma to any cancer that causes liver metastases"  
[X Link](https://x.com/killapabkai/status/1982947594457493719)  2025-10-27T23:08Z [---] followers, [---] engagements


"These Q3 headwinds give us a solid entry. Trading below 50day MA. Trading at 4.5x FY [--] sales. If they reach goal of expanding from [--] sites currently to [--] sites by EOY [----] annual revenues will have a runway of $185m. *Highly recommend looking at @encodelp revenue formula"  
[X Link](https://x.com/killapabkai/status/1982947595917173182)  2025-10-27T23:08Z [---] followers, [---] engagements


"Ive reached the point of no return. Literally had thoughtful fundamental analysis going on while i was sleeping. Dreaming fundamental analysis is crazy"  
[X Link](https://x.com/killapabkai/status/1983190257614123359)  2025-10-28T15:12Z [---] followers, [---] engagements


"Gonna try something new here. Instead of making a substack post or x thread I am just going to give you guys access (viewer) to the actual google docs I am using to compile research and my personal notes on my favorite investment currently $DCTH https://docs.google.com/document/d/1KTAr4_u8B7bF4SuLzaxEj-LVg8kHotIWrVRhMQQkYVE/editusp=sharing https://docs.google.com/document/d/1KTAr4_u8B7bF4SuLzaxEj-LVg8kHotIWrVRhMQQkYVE/editusp=sharing"  
[X Link](https://x.com/killapabkai/status/1983494473385480703)  2025-10-29T11:21Z [---] followers, [----] engagements


"@JD4for4 Yea the idea is sourced straight from you and most of my notes are based offyour substack and then my own personal research to try and fully understand the drug and opportunity. Appreciate the work on $NVCT"  
[X Link](https://x.com/killapabkai/status/1984253708793004306)  2025-10-31T13:38Z [---] followers, [---] engagements


"@Here_4_Sports @JD4for4 Yes @JD4for4 work has been the foundation of my introduction and understanding of the investment thesis on $NVCT"  
[X Link](https://x.com/killapabkai/status/1984254044031037552)  2025-10-31T13:40Z [---] followers, [---] engagements


"No better feeling than a nice cup of coffee and looking at a company thats a large % of your port release a stellar update. first $IREN and now $BW today $BW partner with $APLD for $1.5 billion nat gas plant and put out fy26 adj ebitda of $70-$85m https://www.babcock.com/home/about/corporate/news/babcock-and-wilcox-announces-ai-data-center-project-and-reports-third-quarter-2025-results https://www.babcock.com/home/about/corporate/news/babcock-and-wilcox-announces-ai-data-center-project-and-reports-third-quarter-2025-results"  
[X Link](https://x.com/killapabkai/status/1985849934747484415)  2025-11-04T23:21Z [---] followers, [---] engagements


"I believe $EMO.V back down at C$1.40 below its 50-day MA offers a good entry to play the outcome of the Aznacollar case with rulings expected sometime this month. Could be a quick double or more or you get cut in half with IBW providing some downside protection"  
[X Link](https://x.com/killapabkai/status/1985853059545899430)  2025-11-04T23:33Z [---] followers, [---] engagements


"If you look at Terrafram in Finland they started to produce Uranium as a byproduct with ore grades as low as 75ppm. If its economical for them then its most likely economical for Viken at 175ppm https://world-nuclear-news.org/Articles/Terrafame-to-begin-producing-uranium-in-2024 https://world-nuclear-news.org/Articles/Terrafame-to-begin-producing-uranium-in-2024"  
[X Link](https://x.com/killapabkai/status/1986222762772603327)  2025-11-06T00:03Z [---] followers, [--] engagements


"Indicated: [---] Mlb UO [----] Blb VO Inferred: [----] Blb UO [----] Blb VO These are from the April NI-4301 so numbers may be inaccurate but imo even if you discount the I&I at Viken a C$200m market cap looks cheap. Need a PEA to get a clearer picture of Viken"  
[X Link](https://x.com/killapabkai/status/1986222764181848121)  2025-11-06T00:03Z [---] followers, [--] engagements


"Nice little pullback on $IREN here almost back down at its 50-day MA. Added to my position. I think next catalyst is an announcement of someone taking the rest of their capacity in BC"  
[X Link](https://x.com/killapabkai/status/1988712601552056824)  2025-11-12T20:56Z [---] followers, [---] engagements


"My personal view and y i bought more $IREN 🧵 My belief that current market drawdown due to a combination of gov shutdown leading to TGA buildup+ QT = reserve scarcity shown by SOFR-EFFR spikes forcing deleveraging by HFs etc"  
[X Link](https://x.com/killapabkai/status/1990944526240722983)  2025-11-19T00:45Z [---] followers, [---] engagements


"AI specific dip due to worries about ability to meet debt obligations shown by Oracle CDS spread widening and undersubscription of $APLD debt. I think these fears are contained to OpenAIs ability to meet its infrastructure obligations"  
[X Link](https://x.com/killapabkai/status/1990944528006595049)  2025-11-19T00:45Z [---] followers, [---] engagements


"If we look at $IREN they do not have any oAI exposure. $MSFT is as creditworthy as it gets. $IREN management have shown that they are responsible with their capacity and I doubt they will enter into a deal at SW if they believe their is any sign of credit risk from clients ie oAI"  
[X Link](https://x.com/killapabkai/status/1990944529860735169)  2025-11-19T00:45Z [---] followers, [---] engagements


"As an entry level employee why not just full port AI companies If AI actually takes off you'll be unemployed but at least you'll have some solid cap gains. If AI doesn't take off. hey you have a job"  
[X Link](https://x.com/killapabkai/status/1991674889292640411)  2025-11-21T01:07Z [---] followers, [---] engagements


"@DeepFriedF15875 I mean at entry level how big can ones retirement portfolio really be"  
[X Link](https://x.com/killapabkai/status/1991679210302370116)  2025-11-21T01:25Z [---] followers, [--] engagements


"Currently Long JPYUSD imo Asymmetric Trade [--]. Acts as hedge against previous Carry trade linked equity crashes (July [----] + April 2025) I see this as one of the biggest risks to equities as US has been benefitting from carry trade flows due to higher interest rates + large current account deficits recycled into US capital account Continuation of further easing and/or purposeful Trump dollar devaluation/trade policy are risks I am watching for potential carry trade reversal. [--]. FED prioritizing growth over inflation and continues easing with SOFRDEC26 at 3% while BOJ becoming more hawkish to"  
[X Link](https://x.com/killapabkai/status/1995332020646645907)  2025-12-01T03:19Z [---] followers, [---] engagements


"if $PSNL NeXT Personal is a better MRD option than Signatera and Signatera has $1b+ in sales. Is execution/scaling risks the main reason for the valuation discrepancy Are the higher costs of WGS a factor as well Would love to get an opinion for someone who has done more work on $PSNL https://twitter.com/i/web/status/1996005514833264923 https://twitter.com/i/web/status/1996005514833264923"  
[X Link](https://x.com/killapabkai/status/1996005514833264923)  2025-12-02T23:56Z [---] followers, [---] engagements


"@jiahanjimliu For me i have found the simpler the better in terms of trading strategies for high beta stocks like $IREN. I set soft stops at entry and let it ride to my take profit levels and then just chill in between. Operate at extremes and chill in between as they say"  
[X Link](https://x.com/killapabkai/status/1996071663272951950)  2025-12-03T04:19Z [---] followers, [---] engagements


"@taobanker Watching UFC fighters with clean boxing is 10x better than watching a boxing fight. Petr Yan Topuria JDM all high level boxing in a more applicable fight situation like MMA is an art form to experience"  
[X Link](https://x.com/killapabkai/status/1997805425442668693)  2025-12-07T23:08Z [---] followers, [--] engagements


"Great post Thesis has only strengthened imo short term: the market is impatient and doesn't want to wait years until production + it trades on a canadian exchange long term: Russel stated he wanted to build a legacy with NordCo + bullish on gold prices long term blablabla something about long term weighing machines hardest part is doing nothing"  
[X Link](https://x.com/killapabkai/status/1999592367238840537)  2025-12-12T21:29Z [---] followers, [--] engagements


"$ITRG Delamar FS After Tax NPV of $1.7 Billion at spot $4250 Au $60 Ag Expects average after tax free cash flow of $165m/yr from yr 1-5 $390m total start up cost $ITRG currently sitting on $65m net cash Florida Canyon throwing off $20m fcf in Q3 should be higher in [----] Likely only need to finance half of startup costs Compared to current market cap of $675m In a couple years at spot prices $ITRG could be producing $200m+ in FCF with DeLamar and Florida Canyon + they have Nevada North next in pipeline with a PEA done in [----] with $500m NPV at half the gold price. At spot NPV for Nevada North"  
[X Link](https://x.com/killapabkai/status/2001470998860931561)  2025-12-18T01:54Z [---] followers, [---] engagements


"$WGR.AX Western Gold Resources expected to start production in Q1 [----] at Gold Duke. Gold Duke Stage [--] will mine 686Kt at 2.1g/t producing 42.8koz gold over [--] months At A$5500/oz stage [--] will provide a cash surplus of A$97m. Current Market cap is A$54m. You can literally buy a dollar in [--] year for [--] cents now. Fully funded engaged with SSH for contract mining and secured a toll milling agreement. This is only stage [--] and total MRE for Gold Duke is 3.25Mt at 2.1g/t Au for [------] ounces of gold And gold is currently even higher at A$6500 https://twitter.com/i/web/status/2002169641536295112"  
[X Link](https://x.com/killapabkai/status/2002169641536295112)  2025-12-20T00:10Z [---] followers, [---] engagements


"I did a rough model scaling the Stage [--] NPV across the entire deposit and got an after tax NPV(8%) of A$300m NPV(15%) of A$260m A [--] bagger from here"  
[X Link](https://x.com/killapabkai/status/2002279889618284896)  2025-12-20T07:28Z [---] followers, [--] engagements


"US GDP growth is strong while inflation remains elevated. Meanwhile Trump is set on implementing a FED chair that will lower rates in spite of these conditions. If the FED does not maintain a balance between growth and inflation then the market will price it for them. This is a key macro risk I am keeping my eye on. This may be negative for - long duration equities - long end bonds - USD This may be positive for - value stocks - PMs - banks - international stocks The key question I want traders to ask are How does your existing portfolio do in this environment How does my next trade idea do"  
[X Link](https://x.com/killapabkai/status/2003589911061102694)  2025-12-23T22:13Z [---] followers, [--] engagements


"@Polymarket @GavMcCracken Bruce Buffer G7"  
[X Link](https://x.com/killapabkai/status/2009749885453521108)  2026-01-09T22:11Z [---] followers, [--] engagements


"Had a position in $EML.L decided to consolidate into $PAT.L due to $PAT.L having a better risk/reward profile. Think you might be interested in ParkerVision as well. Another litigation case against $QCOM riskier than $PAT.L and $EML.L Feel free to take a look at the notes I took on the thesis. I sourced my notes from a few different sources and have the sources pasted on the google Docs https://docs.google.com/document/d/1fMzzdRdCiMMQR5SOGwCaT4wCbNHBGqn1JgNRr4yInmg/editusp=sharing https://docs.google.com/document/d/1fMzzdRdCiMMQR5SOGwCaT4wCbNHBGqn1JgNRr4yInmg/editusp=sharing"  
[X Link](https://x.com/killapabkai/status/2011243090347245979)  2026-01-14T01:04Z [---] followers, [--] engagements


"$ETOR Trade Structure THESIS: Etoro now cheap and I expect a rerating over 6-12 months to what I perceive as fair value at $45 PT. Now trading at -50% from its IPO price Etoro has a market cap of $2.6B with $1.2B in cash = $1.4B EV With FCF of $113m from 9M [----] and $38m in FCF in Q3 [--] applying another Q of consistent FCF with no growth would give a full year fcf of $150m = to a 10-11% fcf yield. Making the company look very underpriced. They make money in [--] main segments. [--]. 33% of revenue from crypto trading volume [--]. 33% of revenue from equities/fx trading volume [--]. 27% of revenue from"  
[X Link](https://x.com/killapabkai/status/2012304621440516593)  2026-01-16T23:23Z [---] followers, [--] engagements


"$PURR simple trade thesis Mkt Cap: 127m s/o * $3.50 = $445m NAV: 12.6m HYPE * $22 = $277m + $300m cash = $577m NAV 0.77mNAV Trading below the value of its liquid assets Downside protected by $300m cash balance OPTIONALITY TO PROFIT: [--]. Closing the valuation gap between the market cap and NAV [--]. Further profit if HYPE rises in value BULLISH BIAS for HYPE because: - HYPE generates trading fees and uses all fees to repurchase coins natural increase in HYPE value as trading volumes/fees grow - HYPE is a DEX that allows anyone with 500k HYPE to list TRADFI/other asset classes available to trade"  
[X Link](https://x.com/killapabkai/status/2014120351257837795)  2026-01-21T23:38Z [---] followers, [---] engagements


"MACRO THOUGHTS Cross Border Flows: I think for macroeconomics a lot of people focus on US FED and growth/inflation which is a strong influence on US assets but need to incorporate CURRENT ACCOUNT & CAPITAL ACCOUNT as well to get a full picture. Q3 [--] Current account deficit still running strong at $200b but foreign inflows a lot stronger at $800b This $200b current account deficit means $200b USD is flowing to foreigners which they tend to reinvest into US assets but foreign inflows are actually 4x stronger than the USD they are receiving from trade Interpretation: Foreign capital is flowing"  
[X Link](https://x.com/killapabkai/status/2014125341535830486)  2026-01-21T23:57Z [---] followers, [---] engagements


"I dont have any estimates for sales from Optimus. Q4 numbers annualized gives them $20m ebit and at $520m EV they are trading at a 26x Ev/Ebit multiple This multiple is a bit stretched and gives the stock some room for compression if any delays or mistimings occur with Optimus. https://twitter.com/i/web/status/2015567750446653824 https://twitter.com/i/web/status/2015567750446653824"  
[X Link](https://x.com/killapabkai/status/2015567750446653824)  2026-01-25T23:29Z [---] followers, [--] engagements


"As AI agents are rapidly changing having ownership of data seems to hold more value and/or collecting more data will be of higher value. Wonder which companies will benefit from this"  
[X Link](https://x.com/killapabkai/status/2015624663897088407)  2026-01-26T03:15Z [---] followers, [---] engagements


"It's finally here. Here's my deep dive on Avant Brands $AVNT.TO $AVTBF https://open.substack.com/pub/hayncapital/p/a-5-6x-bagger-within-a-yearr=1htob2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/hayncapital/p/a-5-6x-bagger-within-a-yearr=1htob2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/killapabkai/status/1902608335104335878)  2025-03-20T06:29Z [---] followers, [----] engagements


"just entered into $PRKR. [-----] shares at $0.54 average price. R/R looks great thanks to @1MainCapital for initially putting me onto this idea. check out his account for a write up"  
[X Link](https://x.com/killapabkai/status/1920364982400688476)  2025-05-08T06:27Z [---] followers, [---] engagements


"$PRKR down 17% today. Seems the only reasons for the drop are their other cases being delayed to Q126 & Net loss looks bad at $3.8m due to loss in fair value of contingent consideration of $2.5m but the actual cash burn was only $1.8m. May be a good entry point"  
[X Link](https://x.com/killapabkai/status/1922731191507034552)  2025-05-14T19:10Z [---] followers, [---] engagements


"Summary of $PRKR case development Court found that the patent claims do require that the storage device uses stored energy to generate the down-converted signalnot just store it. QCOM: Our capacitors only store energythey dont generate the down-converted signal"  
[X Link](https://x.com/killapabkai/status/1928253780967182718)  2025-05-30T00:55Z [---] followers, [----] engagements


"$PRKR case will still go to a jury trial. Federal Circuit explicitly ruled in Sep [----] that factual disputes in this case must be resolved by a jury under the Seventh Amendment. Meaning Judge Byron cannot override it by unilaterally declaring theres no jury right"  
[X Link](https://x.com/killapabkai/status/1928376349825057053)  2025-05-30T09:02Z [---] followers, [----] engagements


"$AVNT.TO $AVTBF Repricing amendment just approved at annual meeting. Now we wait and see how much is converted"  
[X Link](https://x.com/killapabkai/status/1928629489971408998)  2025-05-31T01:47Z [---] followers, [----] engagements


"@GrumpierBTDay There's just so many attractive opportunities out here. Even if they don't return to previous valuations there are many potential multibaggers in jr gold miners just reaching a 0.6-0.7x NPV multiple $GG.V $ITRG $WGR.AX $WWI.AX $FNM.V"  
[X Link](https://x.com/killapabkai/status/1973169632237461848)  2025-09-30T23:34Z [---] followers, [---] engagements


"After going through almost every quarterly transcript for $VPG going back to [----] companies revenues are naturally unpredictable due to - timing of purchase orders from customers - cyclicality of end markets - long lead times up to [--] months from initial discussions to full production volume Additionally most of their manufacturing capacity is in India which has lead to revenues being negatively impacted by weak USD (which conflicts with current US economic policy) This transcript exercise has led me to believe that there may be an opportunity for a better entry to $VPG due to sales"  
[X Link](https://x.com/killapabkai/status/2015213254562476532)  2026-01-25T00:00Z [---] followers, [----] engagements


"fuck it bought some $VPG now that Tesla confirmed Optimus production by end of year (I don't even know what a strain gauge is)"  
[X Link](https://x.com/killapabkai/status/2016635065950953834)  2026-01-28T22:10Z [---] followers, [---] engagements


"Thinking about whether this is a dip to buy or we see continuation of downtrend like from end of OCT-NOV OCT-NOV: Real yields looking at the 10yr rose throughout NOV due to dropping inflation expectations. Now we have real yields dropping due to 5yr inflation breakevens rising. IMO these rising inflation expectations are most likely caused by FED independence/dovish FED rather than explicitly higher growth. Conclusion: Real yields in a downtrend due to higher 5yr inflation breakeven rates means lower cost of money. Continue to have a bullish view on Gold and Gold miners ; still bullish"  
[X Link](https://x.com/killapabkai/status/2017369280464228374)  2026-01-30T22:48Z [---] followers, [---] engagements


"9M [----] [--]. Mali 20% priority dividend + higher tax rates in operating countries $64m + $17m [--]. witholding taxes on capital repatriation from subsidiary to Canada $41m [--]. Future witholding tax - they recognized they will repatriate $59m (didn't recognize the $41m last year thats why it had to be recognized as witholding taxes of $41m in this period) [--]. had to write off tax benefits they don't think they can use $77m tax rate is fucked but. [--]. write off of $77m is a one time increase [--]. recognize witholding tax now so may not have to recognize much next year [--]. Canadian mine will have lower tax"  
[X Link](https://x.com/killapabkai/status/2017413735124766882)  2026-01-31T01:44Z [---] followers, [--] engagements


"$FNM.V $FNMCF First Nordic Metals for example has a 45% interest in the Barsele deposit. At current gold prices NPV is north of C$2billion. 45% is $1 billion belongs to $FNM.V while their market cap is only C$150m"  
[X Link](https://x.com/killapabkai/status/1892714753518149952)  2025-02-20T23:15Z [---] followers, [---] engagements


"$DCTH Update I highlighted in a previous post about the trade setup for $DCTH I have trimmed 33% of my position after they released preliminary 4Q FY [--] results. The main reason is the # of active sites staying stagnant at [--] from Q3 to Q4 One of the bear cases for the companies growth trajectory is the # of staff needed to conduct the procedure. A part of the initial thesis was that the summer time was different than normal operating periods and growth of sites would return in Q4. I wanted to see 26-28 active sites reported for Q4. They fell short. Additionally revenue stayed flat at $20.7m."  
[X Link](https://x.com/killapabkai/status/2011235245870498090)  2026-01-14T00:33Z [---] followers, [---] engagements


"@thebeingintime I am still bullish long term TAM expansion from the PH3 results but my bullish thesis was TAM expansion + a continuation of strong growth in sites. Stagnant sites may be a sign that growth in sites may not happen as fast as I want to so I am reducing my exposure accordingly"  
[X Link](https://x.com/killapabkai/status/2012436981226078473)  2026-01-17T08:09Z [---] followers, [--] engagements


"2. $ITRG Integra Resources (7% Position) Fully Diluted Shares 200m * $3.70 = $740m mkt cap Thesis: - US domestic producer with Florida Canyon creating cash flow to fund the development of DeLamar (exp production 2029) and Nevada North (PEA stage) - DeLamar After-tax NPV of $1.7 billion (B) and 89% after-tax IRR using $4250/oz Au and $60/oz Ag. - Nevada North After-tax NPV US$490 Million NPV5% 54% IRR (using US$2000/oz Au US$23/oz Ag price assumptions) After Tax NPV for DeLamar and Nevada North together likely $2.5b+ if they were updated for current gold prices. 0.3x NPV too cheap for a"  
[X Link](https://x.com/killapabkai/status/2018107365418303883)  2026-02-01T23:41Z [---] followers, [---] engagements


"3. $WGR.AX Western Gold Resources (5% Position) Fully Diluted Shares 300m * A$0.21 = $63M AUD mkt cap Thesis: Trading for less than the cash surplus from the 1st Production Stage which only mines 43k oz out of a total MRE of 277k oz Optionality for upside when/if they engage in a second production campaign and capture more of the deposit. - fully funded & permitted - contract mining through SSH group - CIL circuit milling agreement reached with Wiluna Processing Plant - Current scoping study indicates Production Target of 686Kt at 2.1g/t producing 42.8koz gold over a 14-month mine life using"  
[X Link](https://x.com/killapabkai/status/2018118176912085309)  2026-02-02T00:24Z [---] followers, [---] engagements


"Have not assigned a % probability yet. Right now case is in appeal stage to appeal the technical details of wording of the patent. Timeline for results of the appeal by mid [----]. $PRKR has to win the appeal first and if they do then this goes to a jury trial. Once it is up to a jury to decide instead of Judge Byron then the chances of them winning are a lot higher imo. Honestly I would give them a coin flip or higher chance of winning in a jury trial but the market implied prob has been much lower the entire time and if the market implied probability remains this low even after they make it"  
[X Link](https://x.com/killapabkai/status/2011926167469899778)  2026-01-15T22:19Z [---] followers, [---] engagements


"Allows $ABL to free up balance sheet capacity to acquire more policies supply of policies was the limiting factor institutional demand was not the issue and continues to rise as rates drop causing more capital to seek yield too cheap at [--] PE https://www.globenewswire.com/news-release/2025/10/23/3171956/0/en/Abacus-Sells-50-Million-of-Securitized-Life-Insurance-Assets-to-Institutional-Investors.html https://www.globenewswire.com/news-release/2025/10/23/3171956/0/en/Abacus-Sells-50-Million-of-Securitized-Life-Insurance-Assets-to-Institutional-Investors.html"  
[X Link](https://x.com/killapabkai/status/1981493685612372251)  2025-10-23T22:51Z [---] followers, [----] engagements


"$PRKR is a patent litigation case which they already won $170m when it went to a jury but the judge later overturned because of a technical detail about where exactly the downconverted signal had to occur in the patent. However the Federal Circuit explicitly ruled in Sep [----] that factual disputes in this case must be resolved by a jury under the Seventh Amendment. I think the market implied probability is a lot lower than the probability of finding Qualcomm guilty again. https://twitter.com/i/web/status/2011655328669319575 https://twitter.com/i/web/status/2011655328669319575"  
[X Link](https://x.com/killapabkai/status/2011655328669319575)  2026-01-15T04:22Z [---] followers, [---] engagements

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