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[@mikelfilko](/creator/twitter/mikelfilko)
"Been taking a look at $CAN will share my thoughts on it soon"  
[X Link](https://x.com/mikelfilko/status/1979727745488994707) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T01:54Z XXX followers, XXX engagements


"They have X primary revenue streams. X. Industrial Mining Equipment X. Home Mining Equipment X. Self-mining Home Mining has the highest gross margins and is contributing to an increasing proportion of the total revenues. This trend is likely to continue trending upwards as they continue to improve their home-mining rigs. Management is quite bullish on this"  
[X Link](https://x.com/mikelfilko/status/1979810773745672359) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T07:24Z XXX followers, XXX engagements


"Why do I say that they can benefit big time if we see another $BTC bull run (like what we see with $GLD). This flywheel effect works when the price of $BTC continues to trend upwards as the company uses it as collateral to fund their R&D and manufacturing which in turn helps it to generate more revenue from sale of machines and also fund its self-mining operations"  
[X Link](https://x.com/mikelfilko/status/1979810783161921537) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T07:24Z XXX followers, XXX engagements


"Recently they announced their largest order to date from a US-based bitcoin mining operator (they did not disclose the company name specifically). And if word about the quality of their rigs spread I won't be surprised if we see similar or larger orders in the future. This will greatly contribute to their margins and profits"  
[X Link](https://x.com/mikelfilko/status/1979810793408618577) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T07:24Z XXX followers, XX engagements


"@zoomyzoomm How is it cheap The EV/EBITDA for NTM is lower compared to peers in consumer app space. Correct me if Im wrong"  
[X Link](https://x.com/mikelfilko/status/1970268442549997819) [@mikelfilko](/creator/x/mikelfilko) 2025-09-22T23:26Z XXX followers, XX engagements


"$GIG Interesting nuclear energy play. Their products are compelling I cant find any financials though @stepnotonpets happen to know if its available anywhere"  
[X Link](https://x.com/mikelfilko/status/1975538303329050649) [@mikelfilko](/creator/x/mikelfilko) 2025-10-07T12:26Z XXX followers, XXX engagements


"$GIG If you would like to have a better understanding of what Hadron Energy does this is worth a watch. I know that there are some healthy scepticism surrounding the company and its legitimacy out there. My take is that it's definitely high risk high reward their Micro Modular Reactor technology is quite a positive development in the energy space and if they can scale properly this will be an amazing investment in a few years. As of now I don't think it's wrong to doubt the company. Given that the CEO literally graduated from college a year plus ago and they don't even have a physical"  
[X Link](https://x.com/mikelfilko/status/1977259569501147381) [@mikelfilko](/creator/x/mikelfilko) 2025-10-12T06:26Z XXX followers, XXX engagements


"I have stumbled upon what I think is one of the most asymmetric opportunities for a swing/investment in awhile. The ticker is $WLAC. It is a SPAC company but it will be merging with Boost Run under the ticker symbol $BRUN. Let me explain"  
[X Link](https://x.com/mikelfilko/status/1970121241593086165) [@mikelfilko](/creator/x/mikelfilko) 2025-09-22T13:41Z XXX followers, 9346 engagements


"@johhnyWalkerAZ If you like $BITF and $CIFR youll like $WLAC"  
[X Link](https://x.com/mikelfilko/status/1979725734408282623) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T01:46Z XXX followers, XXX engagements


"$CAN I have done some research on this company and assuming the next $BTC run up this company may be poised to benefit largely from it"  
[X Link](https://x.com/mikelfilko/status/1979810764925157845) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T07:24Z XXX followers, XXX engagements


"Their customers include $HIVE and $CIFR with this companies often praising $CAN solutions and chips for $BTC mining"  
[X Link](https://x.com/mikelfilko/status/1979810777600295344) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T07:24Z XXX followers, XXX engagements


"$WLAC Below is the transcript of Andrews (CEO) part during the investor presentation during the initial news release of the merger. I am so tempted to go all in on this company. Thank you Luke. Im Andy Karos Founder and CEO of Boost Run. My background spans in high-performance compute-intensive operations. I launched my career in algorithmic trading straight out of college. In 2007 I funded and scaled Blue Fire Capital building global trading infrastructure across seven countries and XX data centers. I sold Blue Fire to Galaxy Digital in 2020 for a successful exit. Then I served on Galaxys"  
[X Link](https://x.com/mikelfilko/status/1979886977576218813) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T12:26Z XXX followers, 1553 engagements


"@DaranBrown Thanks for sharing Daran yeah I got burnt during the Liberation Day episode as well and now completely turned off margin access for myself. Congrats on $DPRO btw :)"  
[X Link](https://x.com/mikelfilko/status/1977017043401806080) [@mikelfilko](/creator/x/mikelfilko) 2025-10-11T14:22Z XXX followers, XXX engagements


"@ayanyolular Hey this is a fundamental play on the AI/HPC cycle so planning to hold for at least X year. My target is $XX. Not sure about contract with google. And Im not afraid of the SPAC stock status it really depends on the merger details and how they structure the incentives"  
[X Link](https://x.com/mikelfilko/status/1979515172357341467) [@mikelfilko](/creator/x/mikelfilko) 2025-10-18T11:49Z XXX followers, XX engagements


"@DeepValueBagger @aleabitoreddit Ive been balls deep in this company since a month back. I pitched the idea to @aleabitoreddit and he likes it I think youll like it too. Its the best combination of both good numbers and solid management/business model"  
[X Link](https://x.com/mikelfilko/status/1979724025854415038) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T01:39Z XXX followers, XXX engagements


"$CAN is a vertically integrated company involved primarily in the design manufacture and sale of ASIC (application-specific integrated circuit) chips and mining machines geared toward cryptocurrency mining. They also lease mining equipment and engage in crypto-mining operations themselves in various regions. The company has operations across multiple countries (US China Singapore etc)"  
[X Link](https://x.com/mikelfilko/status/1979810768825823412) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T07:24Z XXX followers, XXX engagements


"In Q2 they turned EBITDA positive for the first time. This is huge for the company and if it can continue to trend in this directive I am not surprised to see a share price re-rate soon"  
[X Link](https://x.com/mikelfilko/status/1979810787830141436) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T07:24Z XXX followers, XX engagements


"Our partnership with TierPoint provides access to XX data center locations across the US. This gives us geographical diversification that single-site operators cant match. TierPoints data center certifications and Boost Runs operator-level certifications facilitate a purpose-built enterprise offering which is secure compliant reliable and scalable. Our partnership with Carahsoft a leading IT solution provider who supports federal state and local government agencies and education and healthcare markets. This opens access to bid on Compute needs for $XX billion in annual government contracts."  
[X Link](https://x.com/mikelfilko/status/1979886982546469329) [@mikelfilko](/creator/x/mikelfilko) 2025-10-19T12:26Z XXX followers, XXX engagements