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[@CfaRoark](/creator/twitter/CfaRoark)
"@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


"$AUR $AACT $CCIX Waymo/Tesla get all the attention but OTR is the autonomous end market with the near term business case. Far simpler navigation with clear economic and safety benefits. The market is sleeping on the group. They are all buys though $AACT/Kodiak (trading at NAV with options) remains my favorite"  
![@CfaRoark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304064957408043009.png) [@CfaRoark](/creator/x/CfaRoark) on [X](/post/tweet/1944812731879879009) 2025-07-14 17:34:22 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


"@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


"$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


"@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


"$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


"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, XXX 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 "@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

"$AUR $AACT $CCIX Waymo/Tesla get all the attention but OTR is the autonomous end market with the near term business case. Far simpler navigation with clear economic and safety benefits. The market is sleeping on the group. They are all buys though $AACT/Kodiak (trading at NAV with options) remains my favorite"
@CfaRoark Avatar @CfaRoark on X 2025-07-14 17:34:22 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

"@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

"$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

"@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

"$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

"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, XXX engagements

creator/twitter::1304064957408043009/posts
/creator/twitter::1304064957408043009/posts