Rogue Frogman

Financial meanderings of a former Navy SEAL sniper / Firefighter. Owner of @Boochcraft & RE investor. Living a values first life in rural Oregon.

[Rogue Frogman @JMesritz]

@jonathan_nhl @jiahanjimliu Thinking i’m glad i bought 6000 shares recently. Nice day for it.

[Jonah Mesritz @JMesritz]

I am thinking to go all in on $IREN and $KEEL, then when a deal is announced rotate fully into the other until a deal is announced there and then rebalance. I also have $NUAI and could load into that. I was in Bitf in $2s and IREN in 40s. Any thoughts? @jiahanjimliu @FransBakker9812 @KashRamki

[Rogue Frogman @JMesritz]

@insearch0fvalue @KashRamki @jiahanjimliu @KashRamki looks like a genius this morning. 26% up.

[Rogue Frogman @JMesritz]

Well my 6000 shares on Nuai on Margin liked today’s 26% run. I sold all my Tesla in my Roth last week and went IREN and KEEL. IREN and KEEL calls are up over 100%. Still have 580 shares of TSLA in main acct that could get rebalanced but things look expensive this morning.

[Rogue Frogman @JMesritz]

@FollowingNewsOk @jiahanjimliu Solid work.

[Rogue Frogman @JMesritz]

@Manuel_E_Aldana @jiahanjimliu Sure. Let’s go!!!

[Rogue Frogman @JMesritz]

@Karn211124 @PaulColumbus @jiahanjimliu Sell and go where?

[Rogue Frogman @JMesritz]

@BobSchn18365023 @jiahanjimliu Or??? It does. Own 2 stocks, one goes up and you sell and go into the other. Pretty good chance one of 2 stocks goes up.

[Rogue Frogman @JMesritz]

@Sebagyeong True. But buying both and then selling one if it gets a deal and pushes higher and then rotating that one into the other one might create some alpha.

[Rogue Frogman @JMesritz]

@Samdanawich @jiahanjimliu Then maybe a higher percentage of Keel owned hoping for a summer deal announcement and then back into IREN.

[Rogue Frogman @JMesritz]

@jonathan_nhl @jiahanjimliu Anecdotal and X chats seem to put Keel ahead and a little less risky then NUAI. But i am in all 3, so if NUAI takes off first i could rebalance into others. Create some alpha by rotating through them all. A lot of Alpha.

[Rogue Frogman @JMesritz]

For me, i am selling about 1000 shares of long term capital gains $TSLA. I would like the option of transitioning some of that back to Tesla in a year when they hopefully have a ramp more visible. At that time i would evaluate IREN and KEEL to see what of the three has the best growth possibility. I definitely want to be on the long term Tesla trajectory. I could see that once IREN shows their ability to build that more investors will prebuy the 5GW ramp and the price might be a bit high and a good time to rotate.

[Rogue Frogman @JMesritz]

@Billions777888 @jiahanjimliu I agree.

[Rogue Frogman @JMesritz]

To clarify…. I am not confident in my timing. Let’s say i am 60% IREN and 40% KEEL. If KEEL announces two deals first and jumps up 100% i could sell all KEEL and move to IREN for it’s projected deal. Then when IREN gets a deal and moves up 50%, i could sell some and spread between the two. That’s my thought and leveraging both conpanies expected deals.

[Rogue Frogman @JMesritz]

@PaulColumbus @jiahanjimliu Going to zero would be a great lesson for me.

[Rogue Frogman @JMesritz]

@PaulColumbus @jiahanjimliu Yeah, i agree. I like risk and it seems like IREN is a safer play at this point. $KEEL could rerate to $20 this year with a few deals.

[Rogue Frogman @JMesritz]

@cidman00 I’m in pretty deep. Gonna go deeper Monday. Will be a good summer

[Rogue Frogman @JMesritz]

@KashRamki Thanks Kash. Since your posts i have picked up a lot more of NUAI. I’m still mostly in IREN amd have a bunch of options since the low 40s. But would love NUAI to rerate us a lot higher.

[Rogue Frogman @JMesritz]

@FransBakker9812 @IREN_Ltd @GlennHarro You got matching boots to one of the fellas. Family?

[Rogue Frogman @JMesritz]

@alojoh Do you have a timeline for Tesla to rotate back in?