Sam Brennan

A very small man can cast a very large shadow

[Sam Brennan @SamBreAI]

Every time there is weakness i'm accumulating more of these names in both my SIPP & ISA
$MU
$NOK
$CLSK
$SIVE
$NBIS
$WYFI
$AAOI
$XFAB
$NVDA
$AMZN
$CIFR
$MRVL
$CRDO
$ALAB
$NVTS
$WOLF
$TSM
$ASML
$GVS
$AEHR
$LPK
$JBL

[Sam Brennan @SamBreAI]

@LeaderInvests A deal will eventually come but if they take too long and market senitment has soured, the outcome won't be positive for shareholders expecting $CIFR, $WULF, $RIOT, $IREN like gains.

[Sam Brennan @SamBreAI]

@FinancialErnie @CleanSpark_Inc @smatthewschultz @BlocksBridge_ @TheEnergyMag @nishantsharma87 Indeed, it seems very promising but one thing to consider is that discusions with the leading hyperscaler have fallen down at Sandersville (so back to multi vendor discussions) and that's why he's keen to discuss the other sites.

If Matt is out on X talking, the deal isn't ready

[Sam Brennan @SamBreAI]

@darrelltalksfi Rent and invest until you have 5 years of living costs saved plus 100k to take opportunities in the market. Then once you have that freedom, you'll probably want to continue what you are doing. A house is not the asset it once was. Flexibility and security is the best asset

[Sam Brennan @SamBreAI]

@McnallieM @claudeai that it's missing CLSK

[Sam Brennan @SamBreAI]

@DNV99999 CLSK, RIOT & KEEL are still in the mix albiet IREN is the most viable

[Sam Brennan @SamBreAI]

@The1RealRhodes @muheediva01

[Sam Brennan @SamBreAI]

@aleabitoreddit

[Sam Brennan @SamBreAI]

@JakeFleshner Automated wealthbuilding-tools

[Sam Brennan @SamBreAI]

@aleabitoreddit Completely agree, dilution is the enemy.

Do you have the same take on $clsk given they do dilute and the director compensations are ridiculously high, however, they have a variety of funding mechanisms such as options strategies and using their mining ops to fund ai expansion

[Sam Brennan @SamBreAI]

@Market_Maestros Agreed, but IMO BTC is likely going to remain in the accumulation phase until the 4yr cycle low around q4, plus or minus a weekly cycle

[Sam Brennan @SamBreAI]

Serenitys current assymetry plays (still) are:

$AAOI
$MRVL
$SIVE
$XFAB

Ive been in sive and mrvl for a couple of months, on Monday i'll be starting to add positions in $AAOI & $XFAB

Still holding $WULF, $KEEL, $CLSK, $IREN, $HUT, $NVTS, $APLD & $CIFR but may shave some on mon

[Sam Brennan @SamBreAI]

It's hard to find undervalued companies right now but $SMCI is one of them, even after the recent 100% move. If you are in enterprise/research you know!

[Sam Brennan @SamBreAI]

@ultra_gadgett @dastreetking Dw, you're not paying!
Just because a team was relegated it doesn't mean there aren't talent players at the club. Year after year the best players from demoted teams get bought up and play well for the bigger clubs.

United should be following the same blueprint as last summer

[Sam Brennan @SamBreAI]

@__Con_ $ASYS

[Sam Brennan @SamBreAI]

@DVSignals @TheApeOfGoldST Divorce just got cancelled

[Sam Brennan @SamBreAI]

@Ayushago @CleanSpark_Inc @leopoldasch Why do you spend your entire existance posting negative things about $CLSK?

What value does that offer you or anyone else?

It appears you lost a lot of money you couldn't afford to lose which is a personal risk management issue, not a publicly listed companys issue

[Sam Brennan @SamBreAI]

$OUST - Builds high-resolution, digital 3D lidar sensors for use in autonomous vehicles, industrial, robotics, drones, mapping, defense, and security systems.

🎯1st target: $58-60
🎯2nd target: $74-78

✅2.36B market cap (low)
✅Growth sector
✅Large contracts secured
✅MA's up

[Sam Brennan @SamBreAI]

@DPJHodges In that case, how do you explain Jed Spence, Jarell Quansah and Dean Henderson? Their form hasn't been nearly as good as Luke Shaw, Harry Maguire, Lewis Hall, Alex Scott, Morgan Gibbs White

[Sam Brennan @SamBreAI]

@football_pb @Tgarratt10 Jed spence? Please tell me what trophy he won this year?

Avoiding relegation might be his best achievement