The Alucard

Weekly Macro Articles And Research

[Mike Alfred @mikealfred]

@Freedom_By_40 *$1.86

[The Alucard @TheAlucardofX]

@kingkapoor72 ���🤣🤣🤣🤣🤣🤣

[Kaz Nejatian @nejatian]

@BNace1981 Yes

[The Alucard @TheAlucardofX]

@iTzAnthonyNap Without a doubt

[The Alucard @TheAlucardofX]

@Invst_Informant 👍🏼

[The Alucard @TheAlucardofX]

@KashRamki Not me 😁

[The Alucard @TheAlucardofX]

@DollarCostAvg We have been here before, seen and watched this play out many times.

[The Alucard @TheAlucardofX]

@amitisinvesting Your getting really good at feeling the market temper tantrums out 👏

[The Alucard @TheAlucardofX]

@StockOptionCole How pathetic ?

More like what a great opportunity to add !

[The Alucard @TheAlucardofX]

@kiantrades RIP ?

We been through way worse and came out way stronger.

[The Alucard @TheAlucardofX]

@1337u53r @nejatian And who are you ?

You think people care if you bought or sold ?

[The Alucard @TheAlucardofX]

@WLCMensSoccer He owns twice as much because he is on the board of Iren.

[The Alucard @TheAlucardofX]

@kingkapoor72 @Google 🤣🤣🤣

[The Alucard @TheAlucardofX]

@KelzRey21 I wouldn’t be so sure of that …

[The Alucard @TheAlucardofX]

@MrNeverSell Short sellers get greedy and pile on, just like longs do at times.

[The Alucard @TheAlucardofX]

@quantum_leopard Let’s go !

[The Alucard @TheAlucardofX]

@samuraipips358 They all in and don’t know how to size positions accordingly.

[The Alucard @TheAlucardofX]

$IREN $CIFR $CRWV

1) Iren does not have as high as of a dilution risk as you would presume, they cleared this up in their last earnings. They have much better access to funding, customer pre payments and will use data centres to raise capital in the future.

2) high stock base comp, can’t argue with that one.

3) I would argue with regards to Iren, cipher and possibly also coreweave their futures are inevitable and the balls in their court with demand being this hair and supply being so constrained.

4) cannot argue with that point either, although you could look at future earnings based on available and future MW capacity and put it to yourself whether you believe it’s worth buying the company now on based on that future.

[John Tinsman @JohnTinsmanAOT]

Why I Avoid Unprofitable Businesses Like $TE $IREN $CIFR $CRWV

1) High Dilution Risk
2) High Stock Based Compensation
3) Highly Unlikely Future Promises
4) Impossible to Value in Times of Panic

I want as low as downside volatility with and high upside potential, and I believe that is more achievable with a basket of highly profitable, high growth, low valuation metrics businesses.

[The Alucard @TheAlucardofX]

🚨 AI is getting insanely good 🚨

[The Alucard @TheAlucardofX]

@Umbisam Your bearish open ?