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[@CfaRoark](/creator/twitter/CfaRoark)
"@SkepticalBaba @SPACLiquidity OKLO had no PIPE. I'd be curious to know how the other factors compare with OKLO/SMR prior to them coming public if you know. (I don't think anyone is arguing that GSRT should be valued the same as OKLO/SMR the question is whether a XX% discount is appropriate)"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1948473237270110449) 2025-07-24 19:59:55 UTC XXX followers, XX engagements


"@spac_insider @ToTheMadMax @mcspacface DKNG ASTS RKLB HIMS VRT SYM OKLO SMR CMPO MIR GRND SOC DJT (maybe) IONQ/RGTI/QBTS (maybe)"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1948474716400091612) 2025-07-24 20:05:47 UTC XXX followers, XXX engagements


"$PEW aka "The Amazon of Guns" is trading under $X. "PEW" is starting to have a new meaning🦨"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1948052204633350447) 2025-07-23 16:06:53 UTC XXX followers, XXX engagements


"@call_lee_free What do you mean they are generating $XXX million a year They were generating under $X million a year and when you add in public company costs they will probably be burning cash for the foreseeable future $PEW $P.U"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1948096373770817729) 2025-07-23 19:02:24 UTC XXX followers, XXX engagements


"BREAKING. $PEW to change ticker to $POO 💩"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1948469133290430801) 2025-07-24 19:43:36 UTC XXX followers, XXX engagements


"@ArkkDaily $ARKX adds to $DE still no position in $ASTS Please explain @CathieDWood"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1947454336281227375) 2025-07-22 00:31:10 UTC XXX followers, XXX engagements


"$ARKX buying more $DE. Still holding no $ASTS. LOLOLOLOLOLOLOLOL"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1947449805510480122) 2025-07-22 00:13:10 UTC XXX followers, XXX engagements


"@SkepticalBaba @SPACLiquidity OK just wanted to make sure we were on the same page 🤣"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1948469870099640472) 2025-07-24 19:46:32 UTC XXX followers, XX engagements


"$DNA (Ginkgo not the dumb cryptocurrency) has almost doubled off the bottom and still trades below cash"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1932811641457918272) 2025-06-11 14:46:19 UTC XXX followers, XXX engagements


"@litcapital When free cash flow is key to your investment thesis but the associate added CAPEX instead of subtracting and no one noticed until after coverage launch"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1948494590090117519) 2025-07-24 21:24:46 UTC XXX followers, XXX engagements


"At today's prices: $SMR $XX stock = $15bn market cap $OKLO $XX stock = $10bn market cap $GSRT $XX stock = $0.9bn market cap This reminds me of quantum a few years ago when $IONQ had a following but everybody said $RGTI was far behind and $QBTS was a joke. Guess what they were all multi-baggers"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1948455782447808990) 2025-07-24 18:50:33 UTC XXX followers, 1104 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

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

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

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

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

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

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

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

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

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

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

"At today's prices: $SMR $XX stock = $15bn market cap $OKLO $XX stock = $10bn market cap $GSRT $XX stock = $0.9bn market cap This reminds me of quantum a few years ago when $IONQ had a following but everybody said $RGTI was far behind and $QBTS was a joke. Guess what they were all multi-baggers"
@CfaRoark Avatar @CfaRoark on X 2025-07-24 18:50:33 UTC XXX followers, 1104 engagements

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