AI, Crypto, Tech, and Art fueled by curiosity & fun w/ good peeps. Find my generative art on Bitcoin.
Earth
Joined April 2022
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Okra retweeted
A milestone worth lighting up New York City.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
BlueBirds 8, 9, and 10, the largest commercial communications arrays ever in LEO, are now successfully orbiting Earth.
#ASTSpaceMobile #ConnectingTheUnconnected #Nasdaq
While normies focused on the SpaceX IPO & Elon's great elon-ness, very little attention has been paid to the deep value cargo being tranported by Falcon 9.
The largest satellite ever in packets of 3.
These "bluebirds" are the best way to fill in the mobile dead zones of the entire earth with existing cell phones & mobile providers.
From a little known company at a price that very well go 10x from here in the next few years. $ASTS NFA
All becasue "smart" people are shorting it while longing SpaceX. Perfect, it extends the window for the well-balanced patient investors to get in at a fair R/R level.
Every once in a while you get crystalline explanations on each of the dimensions of investing independently. Staying attentive to the SpaceMob delivers regularly.
$ASTS: Stick around, the ticker matters here.
Back when execution algos were trader-driven, we controlled the variables: participation rate, order type, liquidity flags, VWAP/TWAP logic, sizing, timing, visibility, etc... Every block was monitored in real time and adjusted based on tape action, liquidity and macro conditions.
Today, most execution flows are fully automated and optimized for one thing: speed. Not business quality. Not long-term value. Just statistical edge and microsecond priority over competing algos.
That shift created massive volatility across the market.
A good example came last week with $RDW and $BKSY. Both sold off hard immediately after earnings, only to bounce back hard the following day.
Why? Because many models are trained to react to consensus deviations instantly. Miss = sell. Beat = buy. The objective is to capture the first move before slower participants can respond.
Same dynamic applies to ATM announcements and other headline driven events.
The weakness is obvious: the algo understands the print, not the company.
It does not understand backlog quality, execution cadence, long-term contracts, industry positioning, or whether the miss is even materially relevant to the thesis.
That disconnect creates opportunity for investors who actually know the underlying business.
Which brings us back to AST SpaceMobile.
Following today’s miss, automated flows hit the stock aggressively. From my perspective, it's clearly de-risking rather than fundamental repricing. Especially considering the solid earnings call.
In a sector with strong momentum and improving institutional attention, these events can become attractive entry points once the market realizes the core story remains intact.
Would not be surprised to see buyers step back in over the next few days as the broader market digests the call beyond the headline numbers.
Other than age this is just about a perfect visual metaphor of what I'm doing now & what it feels like. Nano Banana for the win on rendering the shot.
Onchain access to investing in Caesar.
Today we’re excited to announce, through our partnership with @Centrifuge, Caesar will become the first AI company taking steps towards issuing onchain equity.
I've been appraised:
you were a very strong reviewer/driver, but too willing to let the blast radius grow in one pass
Prediction. 7% of $iREN bulls have or will speculate on this. The odds are probably right around there. Polymarket?
85% beating.
100% in utilities while 60% in Communication Services.
📢3Q25 Earnings Season Heats Up (10/29)
• 176 companies reporting this week
• 195 have reported so far (39% of the S&P 500)
• 85% are beating estimates (median surprise: +6%)
• 15% are missing (median miss: -3%)
🔗 Full report: fsinsight.com/market-intelli…
$CORZ / $CRWV acquistion voted down.
This call better be compelling! Personally don't care about anything other than how value is going to be delivered to shareholders. Trust has been lost and the only way to regain it is with a concrete compelling plan on what's happening immediately and over the coming quarters. Deliver!
Quiet doesn’t mean still.
Tune in to the Core Scientific investor update call to see what we’ve been building and what's next for $CORZ
🗓️ Date: October 30, 2025
⏰ Time: 11:30 AM ET
📞 Link to join call: bit.ly/4hJ6wI4
Read the full press release: bit.ly/3X2ErSl
Nice watch $AUR - live autonomous longhaul trucking stream!
Aurora Driver LIVE5 | Aurora Driver on I-45 - YouTube: youtube.com/watch?v=oD0S5jx0…
There's a backup observer in front seat, but Aurora is in control!
(unlisted now, perhaps a special for today earnings day.)
The pending Strive $ASST acquisition of Semler $SMLR does not look attractive for Semler shareholders for two reasons: weak relative valuing of BTC treasuries, and a large overhang from ASST warrants at $1.35.
As a Semler shareholder, I am inclined to vote against this acquisition but will change my stance based on further data including correction or a compelling case from Semler management @SemlerEric @natbrunell
Key points:
1️⃣ BTC valuation gap — After netting debt, each $SMLR share holds about $31.80 in BTC, equating to roughly $1.50 of BTC value per $ASST share received in the merger. By contrast, $ASST’s own BTC-backing on a diluted basis is only ~$0.75/share, meaning $SMLR holders would be swapping strong BTC-dense equity for weaker, more diluted paper.
2️⃣ Dilution overhang — $ASST’s 545.6M PIPE warrants @ $1.35 represent roughly 63% potential dilution to its fully diluted share base (pre-acquisition) and effectively challenge price appreciation near that level.
Okra retweeted
Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble, but makes a math error such that all of their calculations are off by a factor of 8 by conflating per server and per GPU economics.
Doing the math correctly was actually reasonably bullish for the “subscalers” and super bullish for the hyperscalers.
The article is ironically another positive indicator for GPU residual values.
Credit to @ShanuMathew93 @zephyr_z9 @The_Colonel__ for pointing out the error.
Nobody is unique in the AI datacenter race in terms of moat materials or fundamental innovations but most will catch a bid just being table stakes competent. The distinguished on execution speed, nimbleness of refinements of strategy, and tactical prowess, will drive who ends up dominating the space.
#NFA #DYOR $IREN is the clear front horse to my eyes and they are picking up not just the lead category rerating bid, but the most known name dominator vibe. This said, I do not see them as in the same category as $NBIS or $CRWV or at least not yet.
The words "vertically integrated" are easier said than realized. The picky buyers, hyperscalers and top AI companies, are as smart as you get in what that actually would be mean and will do it themselves and/or will select partners to pick up entrance speed in immediate leg.
Meanwhile, at the everything will fly end, I have been layering into both $SLNH $DGXX even as they lifted off. Attention has been rising as people are chasing the AI data center themes. Some solid analytical voices are taking positions and activating others with posts. Still these remain high R/R positions including because microcaps face extra challenges of getting attention, capital, returned phone calls, and so on.
