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[@acoscap18259](/creator/twitter/acoscap18259)
"I sat with you all in Manhattan with my bankers for a X one X for the HUT offering in 2018. Take aways were you were extremely early passionate sharp and equally crazy. I participated in the deal. I also ended up with Emercoin as a kicker some how so that was fun ;). Congrats on the traction both $CIFR and $HUT. Clear skies"  
[X Link](https://x.com/acoscap18259/status/1962179674684944569) [@acoscap18259](/creator/x/acoscap18259) 2025-08-31T15:44Z XXX followers, XXX engagements


"$NBIS Some may consider this a small investment considering the scope of AV. They are missing the point. The triad partnership of $uber (platform) @Hyundai (supplier/co-dev) and @Avrideai (tech stack) is an asset light approach. PS. Avride has been developing this stack since 2017 and now we have scale with city rollouts"  
[X Link](https://x.com/acoscap18259/status/1980973970355581212) [@acoscap18259](/creator/x/acoscap18259) 2025-10-22T12:26Z XXX followers, 3691 engagements


"$NBIS @Avride To be clear. The cap ex necessary for Autonomous driving is massive. Avride's edge Years grinding in autonomy (2017) + Hyundai partnership (hardware scale) & Uber backing (ride-hail integration and funding) This all reminds of of the $NVDA preferred partner mechanics and investment approach. But now with $UBER giving Avride status"  
[X Link](https://x.com/acoscap18259/status/1980981438263517504) [@acoscap18259](/creator/x/acoscap18259) 2025-10-22T12:55Z XXX followers, XXX engagements


"To put this in perspective. Drawdowns are painful but healthy. The chasm between what could be versus what is.will be closed by upcoming earnings reports.revenues and guidance. If you are long names that have neither and are just story stocks.then your chasm will remain"  
[X Link](https://x.com/acoscap18259/status/1981040145416536211) [@acoscap18259](/creator/x/acoscap18259) 2025-10-22T16:49Z XXX followers, XXX engagements


"$LITE $COHR @LightmatterCo Investors focusing on Quantum computing. Hard pass. REAL REVENUES are flowing to OPTICS. And you aint seen nothing yet"  
[X Link](https://x.com/acoscap18259/status/1978830798405906519) [@acoscap18259](/creator/x/acoscap18259) 2025-10-16T14:30Z XXX followers, XXX engagements


"Rather surprised $NBIS is leaning into @Avrideai. Extremely capital intensive operation. Spidey sense tells me a transaction comes sooner than later.financing or otherwise"  
[X Link](https://x.com/acoscap18259/status/1980648289323352317) [@acoscap18259](/creator/x/acoscap18259) 2025-10-21T14:52Z XXX followers, 5895 engagements


"@JenniferHli @a16z Your video has the same narrator as the Raiders did"  
[X Link](https://x.com/acoscap18259/status/1981194574342103056) [@acoscap18259](/creator/x/acoscap18259) 2025-10-23T03:02Z XXX followers, XXX engagements


"@10XCapitalUSA @BNBNetworkCo @namdar He should talk about all things $BNC and how its significantly below NAV.and there is no clear path to own X% of $BNB without further diluting shareholders.and not enough cash to buy any significant amount of shares.without actually liquidating your $BNB holdings"  
[X Link](https://x.com/acoscap18259/status/1981373895845294590) [@acoscap18259](/creator/x/acoscap18259) 2025-10-23T14:55Z XXX followers, XX engagements


"@investwithsheng Waiting for them to get traction with agentic. $Pega displayed it this quarter leveraging its rules based business. IF they execute they will re rate. Could go back to $XX though with no greenshoots"  
[X Link](https://x.com/acoscap18259/status/1981379679467819392) [@acoscap18259](/creator/x/acoscap18259) 2025-10-23T15:18Z XXX followers, XXX engagements


"$NBIS Its been ONE YEAR since they have relisted. Lets unpack some numbers. Equity raised parent: $1.8bb equity $3.75bb conv notes Subsidiaries: Avride: $375M ClickHouse: $650mm+ XXX credit line Toloka: $72M $MSFT contract $17bb to $19BB True fire"  
[X Link](https://x.com/acoscap18259/status/1981385129030258999) [@acoscap18259](/creator/x/acoscap18259) 2025-10-23T15:40Z XXX followers, XXX engagements