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[@Yield_of_Parth](/creator/twitter/Yield_of_Parth)
"Great find by @wakerife123 $ASPI appears strategically positioned to supply fluorinated rare earth compounds (e.g. NdF) needed by domestic magnet producers like USA Rare Earth. Ryan's public comment shows business development intent and strategic alignment between ASP/QLEs capabilities and USA Rare Earths feedstock constraints"  
![@Yield_of_Parth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3372379006.png) [@Yield_of_Parth](/creator/x/Yield_of_Parth) on [X](/post/tweet/1949013219688788061) 2025-07-26 07:45:37 UTC 1859 followers, 4695 engagements


"$NBIS is the higherbeta softwareheavy wager: fast ARR growth sticky MLOps layer but still burning cash. $IREN is the powerscarcity play2+ GW of sub3 /kWh capacity plus a Bitcoin cash engine that selffunds its early stage GPU build (for cloud). Same endmarket two very different riskreward profiles. Diversify AI exposure across code and kilowatts"  
![@Yield_of_Parth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3372379006.png) [@Yield_of_Parth](/creator/x/Yield_of_Parth) on [X](/post/tweet/1945786138641502569) 2025-07-17 10:02:21 UTC 1852 followers, 1956 engagements


"My memory is that carvanas surge wasnt a magicwand bailout; apollos refinancing only extended the runway and eased cash strain after the CVNA ops team had already proven better spreads faster turns and real cost discipline. In other wordsoperations turned first capitalstructure fix via apollo then just removed the bankruptcy overhang and the stock mooned"  
![@Yield_of_Parth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3372379006.png) [@Yield_of_Parth](/creator/x/Yield_of_Parth) on [X](/post/tweet/1948114588068688381) 2025-07-23 20:14:46 UTC 1851 followers, XXX engagements