Kunsaur

losing money on jpegs is what i do

[Paradis Labs @ParadisLabs]

Told you all that $AEHR looked cheap...

Up 17.28% today to $3.46B MC.

Basically a ~3x since my V1 post a couple months ago.

My personal estimation is $10B MC by around Q1 2027.

For very rough napkin maths from post-Earnings:
- $AEHR have new 240 systems/year capacity
- By hitting 30% consumables target, they can generate ~$850M+ rev
- Applying standard high growth 12x–15x P/S multiple = valuation range of $10B - $13B

And just to remind you:

They got a record $41M order from their lead hyperscaler customer.

With the CEO saying:

"We have significant additional customer demand forecasted over the next few months across multiple markets, including... photonics wafer-level burn-in, and SiC & GaN semis production burn-in"

And some of this demand converts into actual bookings by the end of the year.

Kinda bullishhh

[Citrini @citrini]

Early Wednesday morning we shared a high conviction macro pair trade in our subscriber chat that probably still has upside from here, long SFRH7 @ 96.20, which we averaged down on Thursday, paired with short ES @ 6660.

Here’s the reasoning:

[Trader Koala @trader_koala]

Orderflow can be complicated, but it doesn’t have to be.

Simple but effective read on $ETH from yesterday:

If OI and CVD are rising but price can’t move higher, buyers are being absorbed by a passive seller.

Demand is being met before price can move higher - often preceding the next leg lower.

Same logic at the lows:
OI + CVD rising and price refuses to go lower = a passive buyer meeting supply before expansion.

[Kunsaur @Kunsaur]

@nicochristie would help alot! could i get the invite code please?

[Kunsaur @Kunsaur]

@dankerwim @fantasy_top_ Invite please?

[Kunsaur @Kunsaur]

I just claimed my $BLAST airdrop. Earn over 50% APY on USD by holding $BLAST on Blast Mobile https://t.co/aCvPM3LX1N

[Gigaverse @playgigaverse]

introducing: adjutant 3.0, our programmatic whitelisting bot built by @GLHFers, which decides if u get WL for our mint on @AbstractChain. ✳️

it takes 60secs:

1. go to the # get-wl channel in our Discord
2. connect to the bot and follow the steps

no signatures are required.

[Kunsaur @Kunsaur]

Yap early, yap only, yap often.

@_kaitoai is connecting AI, attention and capital with Yaps.

Just claimed my social card and I'm accumulating Yap points in real-time.

Claim yours 👉 https://t.co/0vvCrxV8qV

[Kunsaur @Kunsaur]

I earned 157,000 $BLAST in @BLAST_L2's Phase 1 airdrop. Join the mission to UNBANK THE BANKED and earn Native Yield + BLAST in Phase 2!

[Kunsaur @Kunsaur]

@AGLuna12 Help me

[Kunsaur @Kunsaur]

@AGLuna12 Give me some fucking price support

[Kunsaur @Kunsaur]

@AGLuna12 did the same trade now im fked

[Elon Musk @elonmusk]

Grok now available in Europe

[Kunsaur @Kunsaur]

@AGLuna12 @friendtech Fk the pack

[Kunsaur @Kunsaur]

@0xBlurz @fantasy_top_ Great calls tbh - was following your strat pretty closely. You should consider starting an FT club so we have a forum to bounce ideas

[fantasy.top @fantasy_top_]

The Fantasy Beta has officially launched on Mainnet!

➡️ Visit https://t.co/20Ni1V23f6 ✨

We're excited to share that Fantasy, the pioneering social trading card game backed by @alliancedao, @ManifoldTrading, and @fabric_vc, is now fully operational on the @Blast_L2 mainnet.

🪂 Open your free packs and mint packs at a discount.

🏆 Save a deck to compete in the upcoming 222,222 Gold Competition.

🛍️ In 60 minutes—buy and sell cards on the marketplace.

Join us as we dive deeper 🧵

[Kunsaur @Kunsaur]

brought to you by @fantasy_top_ ✨ https://t.co/xcTlTrB78o

[Kunsaur @Kunsaur]

twitter logged in
airdrop claimed
wallet loaded

i am ready for the @fantasy_top_ mainnet
see you on the starting line ✨ https://t.co/AaI7xtQZQa

[fantasy.top @fantasy_top_]

The Fantasy Airdrop is now live! 🛫

We're excited to announce the first phase of our deployment to the @Blast_L2 mainnet.

Connect to https://t.co/TC8RMiSZOK to claim your rewards:
✨ Mainnet FAN points
🪂 Free Packs
🛍️ Discounted Mints

A huge thanks to our investors @alliancedao, @ManifoldTrading, @fabric_vc, and our incredible angel investors for their support in creating the most engaging social trading card game.

Act quickly! The airdrop is only available until the first Main Tournament next week.

[Kunsaur @Kunsaur]

fantasy is the most egalitarian thing we've ever seen. If it works, can really reshape the fabric of society.

monetize your X addiction and claim your airdrop https://t.co/FHONQN1zwx

@fantasy_top_ ✨

yeah i'm the official simp of https://t.co/OrjmgmGEFD