[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.] [@jakeallen3](/creator/twitter/jakeallen3) "Anyone know of where to find good research on $HUT sites quality / location / energy cost / time to power I mistakenly passed on $HUT a couple months ago due to how much $ABTC exposure it has (ABTC has 5.4B market cap on 24EH 270M BTC) But if you could hedge out the ABTC exposure you could create a stub with an extremely low implied enterprise value (5.3B market cap - 3.5B ABTC - 1.3B BTC + 150M debt) as to where your $/watt very cheap as seen in the graph below HUT - ABTC stub = 1.75B adjusted market cap (1.95B EV) for 1.3B in bitcoin plus HUTs operating business. Adjusting EV for bitcoin" [X Link](https://x.com/jakeallen3/status/1978180339693674860) [@jakeallen3](/creator/x/jakeallen3) 2025-10-14T19:25Z 1122 followers, 1546 engagements "Great results from $WEX - figured I'd tweet about it as nobody here talks about them GAAP EPS up XXX% YoY in a tough environment for their largest business and a model change for their largest customer $BKNG in corporate payments Fleet (44% of EPS) revenue down XXX% YoY (impressive with gas down 16%) but up XXX% from last quarter. GAAP operating income for this segment down XX% YoY while gallons processed is roughly flat The crown-jewel HSA business (35% of EPS) had adjusted net income up XXXX% YoY in-line with $HQY which trades at a ridiculous multiple compared to $WEX. HSA assets up XX% YoY" [X Link](https://x.com/jakeallen3/status/1948147489992843411) [@jakeallen3](/creator/x/jakeallen3) 2025-07-23T22:25Z 1112 followers, XXX engagements "@mvcinvesting $DHER $SWON $CWAN" [X Link](https://x.com/jakeallen3/status/1971338112585564404) [@jakeallen3](/creator/x/jakeallen3) 2025-09-25T22:16Z 1112 followers, 1338 engagements "@Sammy_the_Nose $RELY" [X Link](https://x.com/jakeallen3/status/1978852805357035721) [@jakeallen3](/creator/x/jakeallen3) 2025-10-16T15:57Z 1112 followers, XXX engagements "@Jukanlosreve I wonder what portion of the 15B is Microsoft this could be very positive for $MRVL and the $TSM CoWos allocation may not be as representative anymore" [X Link](https://x.com/jakeallen3/status/1979271241891807414) [@jakeallen3](/creator/x/jakeallen3) 2025-10-17T19:40Z 1121 followers, 1060 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.]
@jakeallen3
"Anyone know of where to find good research on $HUT sites quality / location / energy cost / time to power I mistakenly passed on $HUT a couple months ago due to how much $ABTC exposure it has (ABTC has 5.4B market cap on 24EH 270M BTC) But if you could hedge out the ABTC exposure you could create a stub with an extremely low implied enterprise value (5.3B market cap - 3.5B ABTC - 1.3B BTC + 150M debt) as to where your $/watt very cheap as seen in the graph below HUT - ABTC stub = 1.75B adjusted market cap (1.95B EV) for 1.3B in bitcoin plus HUTs operating business. Adjusting EV for bitcoin"
X Link @jakeallen3 2025-10-14T19:25Z 1122 followers, 1546 engagements
"Great results from $WEX - figured I'd tweet about it as nobody here talks about them GAAP EPS up XXX% YoY in a tough environment for their largest business and a model change for their largest customer $BKNG in corporate payments Fleet (44% of EPS) revenue down XXX% YoY (impressive with gas down 16%) but up XXX% from last quarter. GAAP operating income for this segment down XX% YoY while gallons processed is roughly flat The crown-jewel HSA business (35% of EPS) had adjusted net income up XXXX% YoY in-line with $HQY which trades at a ridiculous multiple compared to $WEX. HSA assets up XX% YoY"
X Link @jakeallen3 2025-07-23T22:25Z 1112 followers, XXX engagements
"@mvcinvesting $DHER $SWON $CWAN"
X Link @jakeallen3 2025-09-25T22:16Z 1112 followers, 1338 engagements
"@Sammy_the_Nose $RELY"
X Link @jakeallen3 2025-10-16T15:57Z 1112 followers, XXX engagements
"@Jukanlosreve I wonder what portion of the 15B is Microsoft this could be very positive for $MRVL and the $TSM CoWos allocation may not be as representative anymore"
X Link @jakeallen3 2025-10-17T19:40Z 1121 followers, 1060 engagements
/creator/twitter::2760663585/posts