dr. sam @stackSats11
analog man in a digital world #bitcoin 🏖 Joined March 2022-
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dr. sam retweeted
This one time... Bitcoin went all the way to $125k, and it crashed all the way back down to $60k. This other time ....
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Sold all of my $NBIS holdings at $272 for a total 172% gain
dr. sam retweeted
How many $NBIS investors are looking at their portfolio and wish they bought more sub $100, and now have to worry they wished they bought more below $200? Nebius had a phenomenal run, congratulations. $IREN is below $55 Cope? Maybe. But if I'm right you will remember this tweet
dr. sam retweeted
Bill Ackman on $META
$COPX
@A34637172 הזוי. חבל להשקיע אנרגיה נוספת באנשים כאלה.
מדהים בעיני כמה שטויות אנשים אומרים באפליקציה הזאת בלי לקחת אחריות מינימלית על מה שיוצא להם מהפה. אנשים קוראים לחברות ״זבל״ ו״סקאם״ בלי לתת חשבון. ואז שמפגישים אותם עם האמת או מנסים להבין את הביטחון הרב שהם מדברים בו הם פשוט חוסמים ועוברים לתקיפות אישיות במקום לענות ענייני. מגוחך
dr. sam retweeted
You've certainly heard of this company before...
@Lidor_Ajam אתה מסתכל על זה כטיקר מסריח, אנשים אחרים כאל השקעה בחברה והזדמנות. ההבדל בפרטים הקטנים
@Octopusking77 זבל של מניה עם 800% בשנה האחרונה. Go figure. מעניין מה אתה יודע שאחרים לא שאתה יכול לקטלג אותה בצורה כל כך חד משמעית ונחרצת
@Skeptical1704 בורות וחוסר רצון לבדוק ולקרוא באופן עצמאי ולגבש דעה עצמאית וזה מה שמקבלים. אין לי בעיה עם ביקורת על חברה x אבל שתהיה עניינית ולא רדודה שהדבר היחיד שמאשר את הדעה של הכותב זה צילום מסך עם תשואה שנתית. מגוחך.
@Lidor_Ajam תלוי בפרופיל הסיכון שלך. רק העסקה עם מייקרוסופט מכסה הרבה מה Capex שהיא צריכה ויהיו עסקאות נוספות...אני גם לא חושב שCRWV מצדיקה את התמחור שלה לעומת IREN...הכל תלוי איך אתה מסתכל על הדברים. הסיכון שלא להיות מושקע באחת מהם גבוה בהרבה מהסיכון בהשקעה לפי דעתי האישית.
@Lidor_Ajam זה השאלות הנכונות לשאול וזה למה החברה שווה 20B ולא 100B. בעתיד יהיו עסקאות נוספות שיעזרו לממן את הגדילה הזאת. זאת בדיוק הדרך של חברת צמיחה וכאן גם נמצא ה R/R שלה. לא אומר שאין סיכונים אבל זה המחיר שאתה משלם בשביל התשואה הפוטנציאלית בעתיד.
@Lidor_Ajam יש 3 GW מחוברים לגריד נכון להיום ו5GW בעתיד במידה והביצוע יעמוד בצפיות. זה כלום ושום דבר? הצוואר הבקבוק של כל התעשייה זה אנרגיה, לא ה GPUs. וזה מה שלIREN יש בשפע. לבנות את זה לוקח שנים, אי אפשר לעשות קופי פייסט. כל אחת מהחברות שציינת מביאה משהו שונה וכולן יהנו מהביקוש המטורף שיש
@nav09284172 @EyalBIA @noamimavalue נעם אחד השוריים על IREN מימיה הראשונים אז אתה יכול להוריד אותו מהרשימה.
@Lidor_Ajam ועדיין באף אחת מהתגובות שלך בציוץ הזה לא הבאת טיעון הגיוני שאפשר לנהל דיון מקצועי חוץ מצילום מסך של 150% בשנה. טיעון מעולה. בהצלחה.
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