Mantis Investments

[Mantis Investments @MantisInvests]

Made a few changes to the model, I had a to fix a few typos and misplaced decimals. I also added in base / bear / bull cases for the Architecture monetization instead of assuming consistent monetization across cases.

Current blended estimate for 2030 is:

5 GW connected power
$30 Million per / MW
424 shares outstanding
33% Net Income Margins
52 billion in Net Income
54 billion in total Debt

Weighted average price target of $3,580

https://t.co/QPIIukUFMa

[Mantis Investments @MantisInvests]

https://t.co/YQrIQr7PWk

[Mantis Investments @MantisInvests]

@DeepValueBagger @EndicottInvests Up to 327 shares, I think I started the year with 75

[Mantis Investments @MantisInvests]

#NewProfilePic the Praying Mantis needs to get a part time job to make ends meet while $NBIS stays under $200. If anyone has any questions please contact his new supervisor @EndicottInvests

If anyone is feeling bad about the AI trade, take heart and remember what Peter Lynch said:

“It’s always darkest just before pitch black.”

@DeepValueBagger

[Mantis Investments @MantisInvests]

@DeepValueBagger @CKCapitalxx Makes me proud! Go us!!

[Fr. Chris Vorderbruggen @FatherChrisVor1]

Friends, I just saw someone say that I will not answer a question about Harry Potter and Father Chad Ripperger because I am simply out here trolling.

If you spend any time in my replies, I think you will see otherwise. I put a great deal of effort into answering people, including people who disagree with me, because I care about this work and I care about you.

As for exorcist priests, my concern is much broader than Father Ripperger. I do not believe the public should ordinarily be hearing from exorcists at all. Their work is serious, private, pastoral work under the authority of the Church. Outside some unusual circumstance requested by a bishop, perhaps in a seminary or another carefully controlled setting, I see very little good in turning that ministry into public commentary.

My deeper concern is what happens when Christians are trained to look for the devil in everything.

If every book, movie, symbol, person, cultural change, or disagreement becomes evidence of demonic influence, eventually people begin living like spiritual radar systems, constantly scanning for darkness.

And that can do something ugly to the soul.

It can produce fear, suspicion, and eventually a quiet kind of pride: I see what everyone else is too blind to see. I recognize the evil. I am one of the discerning ones.

That is not spiritual maturity.

Christian discernment certainly takes evil seriously. But our eyes are supposed to be fixed first on Christ, not trained endlessly upon the devil.

God’s peace be with you.

[Mantis Investments @MantisInvests]

@EndicottInvests @daniel_koss

[Mantis Investments @MantisInvests]

@Sandeman52 FWIW, here is what I am modeling:

[Mantis Investments @MantisInvests]

@jrouldz I called for both,

100 degrees in the snow.

Follow me for more Alpha.

[Mantis Investments @MantisInvests]

@ariaradnia When you joining the $NBIS gang?

[Mantis Investments @MantisInvests]

@drakeisaW lol 😂

Your posts always cheer me up, especially on red days.

[Mantis Investments @MantisInvests]

@ariaradnia @EndicottInvests The hat comes off over 200 I think

[Mantis Investments @MantisInvests]

@Sandeman52 Lynch vs Buffet.

My favorite investing debate.

My personal favorite is Lynch, I love the way he speaks about investing.

[Mantis Investments @MantisInvests]

@daniel_koss @babyfolio Swapped a few shares to 200 strike calls expiring in DEC

[Mantis Investments @MantisInvests]

@babyfolio Had no extra money but swapped some normal shares to $200 strike call expiring in December

[Mantis Investments @MantisInvests]

@JonahLupton Think someone is getting liquidated again? Even for what you describe this sell off seems excessive.

[Mantis Investments @MantisInvests]

I think $GOOG / $RDDT / $NBIS have been cheap all year given their potential

I think Google is the overall winner in AI either with models other cloud, and they can fund it endlessly with other business

$RDDT is a baby META but potentially higher ARPU on a smaller base since their subreddit structure is a natural AD targeting mechanism, their data is a strong defensive moat.

$NBIS will succeed as the European hyperscaler and the choice for high performance compute / anyone who wants to build their own models. Where I think they really win is with the $PLTR partnership (custom trained models + Ontology layer across enterprises.)

[Mantis Investments @MantisInvests]

@drakeisaW Thank you, I needed this humor.

Followed.

[Mantis Investments @MantisInvests]

@Sandeman52 I have no words, goodness gracious 🤦‍♂️

[Mantis Investments @MantisInvests]

@penguinvesting I think this next Quarter will be EBIT positive and 1billion+ revs