SlabStreet

SlabStreet: vaulted-card market making, collateral-first lending, and transparent phygital RWA deal flow.

[SlabStreet @SlabStreetHQ]

@babyfolio @Schunklafe in the current market a $90m company is essentially vaporware though.

10 years shit even 5 years ago you're probably right they're realistically a $100m company.

But in 2026 at $190m they're dirt cheap and arguably underpriced.

[SlabStreet @SlabStreetHQ]

@babyfolio @Schunklafe wait what? The current mcap is $190m

how could risk being priced in be down a lot from here?

There's not a ton of wiggle room in the mcap unless you think the risk makes the company virtually worthless lmao.

[SlabStreet @SlabStreetHQ]

@AmplitechHouse series a has to be exercised by next month and series b by november. already above the strike price for both so it's basically a given.

[SlabStreet @SlabStreetHQ]

@LanceTeren This is good info but i don’t think quantum is a reason to invest in $ampg anyway.

[SlabStreet @SlabStreetHQ]

@rk8215 @babyfolio This guy says otherwise though

https://t.co/Jlz2ShStS5

[Lance Teren @LanceTeren]

I like $AMPG though saying that they are the “bottleneck” to Quantum companies isn’t entirely true at all.

Yes for superconducting focused companies like $RGTI, $IBM, etc for sure need cryogenics.

Though other modalities and arguably the ones the top companies are using is Neutral Atom and Trapped Ion, Photonics. All which don’t require these massive chambers.

Trapped ion include:
$IONQ
$QNT

Neutral Atom includes:
$INFQ
$BBCQ/Pasqal
Atom Computing
Quera

Photonic Quantum:
$XNDU

Consider that $GOOG is also shifting toward Neutral Atom from Superconducting as well.

[SlabStreet @SlabStreetHQ]

@Noam42216478 @chinoalemano The two rounds of financing that fire at $5 and $6 provide like $30m in cash

[SlabStreet @SlabStreetHQ]

@MoneyPrinter0x

[SlabStreet @SlabStreetHQ]

@ChapoGrimey Is it possible for any other producer to be a supplier here?

[SlabStreet @SlabStreetHQ]

@MoneyPrinter0x Pretty wild strength

[SlabStreet @SlabStreetHQ]

@LanceTeren What do you like about it?

[SlabStreet @SlabStreetHQ]

@Anawatlbtb @RKLBMan @rk8215 @chinoalemano There’s two strike options that fire at $5 and $6 that when exercised will put $50m in cash on the balance sheet. It’s accretive dilution

[SlabStreet @SlabStreetHQ]

@ArenaNet Put gw3 on Mac

[SlabStreet @SlabStreetHQ]

@MoneyPrinter0x If you had to own one between $hype $bb and $Purr which one and why?