hambinooo

Live streaming & content creation || Gaming, Golf & MMA || @Twitch Partner || [email protected] || ♡ @alyssamarrieee

[hambinooo @hambinooo]

@LudisCharta Size brotha

[hambinooo @hambinooo]

#UFCOKC am I cooked for thinking Cannonier +285 over lazy ass CLD? Jean Paul at +170 also seems crazy

[hambinooo @hambinooo]

@PalmieriTrees Exactly my thought process, Delgado will have the height to defend takedowns. The reach for punches and kicks to keep Bashi at distance. I honestly think Delgado walks him backwards and prevents him from shooting anything that threatening.

[hambinooo @hambinooo]

#UFCOKC This Jose Delgado line is insane at -115. There's just no way Bashi has the skill or balls to hang there. Delgado nearly beat Wood, and cruised past Filli.
His size difference should negate any wrestling from Bashi.

Empty the foookin accounts here boys

[hambinooo @hambinooo]

@matthew_sigel @TeraWulfInc thank you for your reply Matthew

[hambinooo @hambinooo]

@LoochyTV such a based take. the developers unwillingness to develop the game for the NA audience is a shame

[hambinooo @hambinooo]

@JakeSucky based 😂

[hambinooo @hambinooo]

Bet the house on John Garza’s next fight #UFC329

[hambinooo @hambinooo]

#UFC329 🔐 Paddy Pimblett +3.5 -135

I don’t see how BSD can finish Paddy here. They seem pretty evenly matched. Best path for BSD is to spam takedowns and pressure. Paddy should be able to defend this and win 1 round to cash. I also like Paddy ML +114

[hambinooo @hambinooo]

@Kuriositykills Would love to talk to them about the IRL streams I do!

[matthew sigel, recovering CFA @matthew_sigel]

TRIGGER ALERT

On a podcast yesterday $WULF CFO admitted to getting triggered by this "model".

It's worth reading his full response:

"You just triggered something, so I'm going to go there on this. I just saw, Jim Chanos, who when I was growing up in finance, he was a king. I started in the business in 2000 and he was around and one of the early short-sellers. He just put out some nonsense on us last night. I read it and I was like, you're an idiot. And by the way, if you want to be short our stock god bless you, but at least call me up so I can tell you what you're doing wrong in your model because it literally is nonsense.

And so one of the things he did on the model, which has triggered this, is that he's modeling maintenance capex of $1-1.5M/MW. On an annual basis! I looked at his model and he has $8B D&A on a $4.4B build.

Hey genius! The last time I checked the tax code you can only depreciate about 80%, not even the full amount. [The asset] costs us $4.4B, about 80% is depreciable. So, where the hell are you coming up with $8b of D&A? And I think it's because he's assuming another $1-1.5M of maintenance capex. Which by the way is ridiculous.

So, let's just level set on that point: I build the shell the and the power and water to the rack. I don't do anything else, that's it. So, to your question, what happens if the technology changes, that's my tenant's issue. It's their rack that they put together with their integrator: Dell, Supermicro idk. I provide power and water for 99.999% of the time. What about maintenance capex? If the technology changes in 3-5 years that's on the tenant. I'm still providing electricity and water.

You're telling me on a $10M per MW data center build, I am going to spend $1-1.5M/MW on maintenance capex, oh and by the way I hope he listens to this.

Jim, pick up the phone and call me bro. My phone number is out there or you can email me.

But stuff like this, it reminds me: back in Bitcoin mining days I had a NY Times reporter reached out to me who wanted to do a story on our facility at Lake Mariner. I got on the phone and what I found was an ignorant person who didnt want to understand why they were wrong about what they were reporting. They literally didn't care that what they were writing was wrong; they just wanted to sell eyeballs.

Which basically is what Jim Chanos just did, and I lost all respect. This was a guy I held in high regard. You're wasting my time and just trying to sell eyeballs and that kind of stuff really bothers me, so sorry to get triggered on it. If you want to learn something, pick up the phone and call me."

$WULF +11% this morning

[hambinooo @hambinooo]

@mmaonpoint You guys need a new social media person?

[hambinooo @hambinooo]

@SaltyBranzino @st3nto @PUBG they needed @MightyMouse

[hambinooo @hambinooo]

@NUCLRGOLF @BrysonLegion @brysondech Brysons lack of social circle/life is starting to get really weird.

[TeraWulf @TeraWulfInc]

Before debating the model, define the business.

TeraWulf CFO Patrick Fleury clears up a key misconception around $WULF: TeraWulf provides the powered infrastructure, controlled environment, and access to reliable power and cooling. The tenant owns the technology stack.

That distinction is fundamental to maintenance CapEx assumptions and financial modeling.

We're always happy to engage with investors looking to better understand the model 🐺

[hambinooo @hambinooo]

@jerrybuss92 @perry_lin1 Spy down, market fears, shorts covering

Mostly everything is down unfortunately

[hambinooo @hambinooo]

@PaulBPrager @SullyCNBC @CNBC @PowerLunch Great work Mr Prager, the team delivers yet again!

[Paul Prager @PaulBPrager]

We said we'd execute. Today we did.
Looking forward to joining @SullyCNBC on @CNBC's @PowerLunch this afternoon to talk about what's next.

$WULF 🐺