Andrei Ivin

Portfolio manager. Pre-IPO · Venture capital deals · Structured portfolios.

[GP  Andrew @GPxGP]

Snail's Reverse Stock Split has taken effect. This is the first of 10 consecutive business days to keep the bid above $1.00 to keep their listing on NASDAQ.

Will they succeed? 🤔 #playARK #ARKSurvivalAscended

[Andrei Ivin @IVIN_ANDY]

@GPxGP I bought 5,000 SNAL shares for my portfolio. Just for luck 😂 My shares are covered by other stocks. I became an investor. What do you think?

[Michael Burry Stock Tracker ♟ @burrytracker]

We're about to see who's the better analyst

President Trump said: "The stock market is going to go through the roof"

Meanwhile Michael Burry says "the end is near"

[Andrei Ivin @IVIN_ANDY]

@ARKAscendedNews Team, make more Gen1 servers. Temporary ones will do too. People bought Tibes of Fortune, but Fortune is only for those who sold it.

[Andrei Ivin @IVIN_ANDY]

@Raasclark 😂👌

[Andrei Ivin @IVIN_ANDY]

@Hait701 @Alex77sw Друг добавлю что это еще и сказки народов Израиля которые к нам отношения не имеют🤙

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[Andrei Ivin @IVIN_ANDY]

@abstruse_cook ARK ASCENDED изменился 😆

[Evan @StockMKTNewz]

HERE IS THE FULL SPACEX $SPCX SHARE UNLOCK TIMELINE

Right now only 4.9% of shares are in the free float.

Here is how that changes over the next 14 months:

Early unlock window (Jul - Dec 2026):
Aug 8: 11.8%
Aug 20: 15.2%
Sep 9: 17.7%
Sep 24: 20.1%
Oct 9: 22.6%
Oct 24: 25.1%
Nov: 27.6% → 37.5%
Dec 8: 40.0%

On Day 366, June 12, 2027: Elon's 46.1% stake becomes eligible ... The free float jumps from 50.8% to 96.9% in a single day.

By September 2027 the float reaches 100%.

[Investment Wisdom @InvestingCanons]

Peter Lynch: “You have to be looking for new companies and look at the balance sheet.

If you can add 5 and 5 and get reasonably close to 10, you should be able to look at a balance sheet and say: here are 2 depressed companies, they’ve gone from $50 to $3 dollars.

One company’s got $300 million in cash and no debt. One’s got $300 million in debt and no cash.

Which one are you gonna buy? Not too hard.”

Keep it simple.

[Andrei Ivin @IVIN_ANDY]

@liralic11 О Виталий сделал шедевр😅👌

[Andrei Ivin @IVIN_ANDY]

@Landgraf75 @incelru 😆👌 возьму на вооружение
Голод бывает разный))

[precis0x @precisox]

AMD acaba de dar un golpe fuerte en la IA local.

Lisa Su subió al escenario con un mini PC del tamaño de un libro grueso en una sola mano y ejecutó en vivo un modelo de 235 mil millones de parámetros. Sin datacenter. Sin cloud. Sin alquilar GPUs.

El protagonista es el Ryzen AI Max+ 395 (Strix Halo). Es el primer chip x86 que une CPU y GPU con 128 GB de memoria unificada. En Linux, el GPU puede usar hasta ~110 GB de esa memoria.

Para ponerlo en contexto: una RTX 5090 tiene 32 GB y una 4090 tiene 24 GB. Este pequeño equipo ofrece más del triple de memoria accesible para modelos grandes, en un chasis compacto.

En pruebas específicas de inferencia (como DeepSeek R1), superó en más de 3x al rendimiento de una RTX 5080 cuando el modelo no cabe en la VRAM de la tarjeta de Nvidia.

El precio real del equipo con 128 GB (GMKtec EVO-X2) suele estar entre $1,800 y $2,500 según ofertas (el kit oficial de AMD es más caro).

Para quien usa mucho IA, esto cambia las cuentas: en vez de pagar cientos de dólares al mes en suscripciones (Claude, ChatGPT Pro, Cursor, etc.), puedes correr modelos potentes localmente con Ollama, LM Studio o similares. Privacidad total, sin límites de tokens y sin que te corten el servicio a las 3 a.m.

No es que las suscripciones vayan a desaparecer mañana, pero para muchos casos de uso (RAG con documentos privados, prototipos, agentes locales, etc.) esta opción se vuelve muy atractiva.

Estamos viendo el inicio de una nueva etapa de IA local accesible y potente??

[Andrei Ivin @IVIN_ANDY]

@doma_s_soba4koj

[Andrei Ivin @IVIN_ANDY]

@sahbalsm Да)

[Andrei Ivin @IVIN_ANDY]

@AlymnyAlsq81595 на Иран вся надежда в борбе с сионизмом. Персия должна вновь возрадится! 🤝

[plutos @plutos_eth]

https://t.co/hwjUIqbb3w

[Andrei Ivin @IVIN_ANDY]

@orgeous_cat @NefflynB 😅👌

[Andrei Ivin @IVIN_ANDY]

@basilaev_oloxoy Чем больше показывает тем больше знают🤙
Респект большой что снимаешь и показываешь 👌

[Street & Sensex @StreetSensex]

SpaceX is "crashing" on Hyperliquid - before it even lists on Nasdaq.

What's happening:
A crypto exchange called Hyperliquid let people bet on SpaceX's price BEFORE it goes public on June 12.
🔹 Launched May 18 at $150.
🔹 Peaked at $216.
🔹 Today: $163 (down ~25% from peak).
🔹 Actual IPO price: $135.

These aren't real shares. They're synthetic bets settled in stablecoins. No voting rights. No ownership. Just a wager on the valuation. Not available to US users.

Why the price is falling:
The IPO price is $135. The perp is at $163. The market is slowly closing the gap as June 12 approaches.

But, here's the twist: When Cerebras did the same thing, the perp launched at $175. The IPO priced at $185. The stock opened at $350.
The pre-IPO perp got it wrong by 80%.

First time in history a private company has a tradeable price before going public.
12th June tells us if this is real price discovery - or just noise.

Source: Unchained Crypto, Motley Fool