Mango Eating Monkey

Eating Mangos by the river

[Mango Eating Monkey @TheIncoomer]

@thealexlovell @babyfolio @wallstengine First off these are notional value of the underlying stock. The actual premium or what he is actually holding is unknown from the fillings buy it is probably 10-20% of notional.

The snapshot for the filing is 31st March so he is deeply underwater as semis rallied or he sold.

[Yuchen Jin @Yuchenj_UW]

@simon_zhai $100M lost 😭

[Mango Eating Monkey @TheIncoomer]

@TylerHardt @OpenAI How shocking that employees are locking in generational wealth /s

[Art of Speculation @ArtofSpecuycky]

市场一直把 $ORCL 当成老数据库公司，但真正被低估的是它正在变成 AI 时代最激进的 hyperscaler。过去几个季度，Oracle 的资本开支增速已经明显领先传统云厂商，而 OCI 与 Capex 的收入转化相关性，在大云厂里其实是最高的——AWS 通常要滞后 4 个季度，微软/谷歌大约 2-3 个季度，而 Oracle 因为规模更聚焦、主要押注 OCI AI 集群，理论上 2 个季度左右就能看到收入兑现。市场现在还在纠结债务、重资产和短期利润率，但真正重要的是：Larry Ellison 是目前少数还在逆周期疯狂购地 + 建电力 + 抢GPU的人。CRWV、部分Neocloud已经开始放缓Capex节奏时，Oracle反而继续加速，这意味着它在抢的是未来2-3年的AI算力供给权。AI数据中心本质是先砸Capex，后收租金，而市场往往在收入真正爆发前低估这种模式。一旦OCI AI收入在25Q4到26年开始加速，市场会突然意识到：Oracle不是传统软件公司，而是AI基础设施平台。届时估值体系可能会从“成熟软件股”重估成“AI hyperscaler”，这才是现在最大的预期差。

[Mango Eating Monkey @TheIncoomer]

@ShanghaoJin Funny, we were in on $INTC around the same time, now $ORLC independently, I will take this as a good omen.

[The Trend Sage @JonkooTrades]

Did you know: The $ONDS CEO took no equity and only one bonus in 8 years while building the company. That just changed in a big way.

@CeoOndas founded Ondas in 2018, left a career as a founding partner at a major Boston investment firm, and spent the next eight years building the company on one of the lowest CEO salaries in the sector.

During that entire period, he took zero equity awards and only a single one-time $50,000 cash bonus. His base salary sat at $200,000 for years before being raised to $400,000 in 2025, bringing his total 2025 compensation to approximately $426,000.

In February 2026, the board finally acted. The Compensation Committee approved 13.5 million RSUs, about 3% of all shares outstanding, citing his "exceptional performance, long-term commitment, and sustained leadership." The RSUs vest over three years through 2029, meaning Brock only wins if shareholders win. He is not cashing out. He is locking himself in for the next chapter.

Even at $426,000, his total 2025 compensation sits dramatically below the average CEO pay for U.S. companies of comparable size, which runs around $6.87 million per year. He was running a multi-subsidiary defense and drone technology company for a fraction of what peers earn, with no stock awards padding the number.

The COO is a retired U.S. Army Brigadier General with 35 years in national security who commanded troops with the 101st Airborne and Joint Special Operations Command. The Head of M&A has 30 years of cross-border investment banking.

This is not a team that stumbled into defense tech.

They built it deliberately, and the CEO chose to eat last.

[Mango Eating Monkey @TheIncoomer]

@jbulltard1 Incredible cope for a lack of critical thinking beyond 1 layer of financial numbers. This was a very obvious play to people that can do proper third-order based thinking.

[Peter Girnus 🦅 @gothburz]

I am the Director of Token Holder Experience at World Liberty Financial.

The dashboard has 13 columns now. The 13th is called Unlock.

We published a governance proposal. It covers 62 billion locked tokens. In plain English: the team that locked your tokens is asking you to vote on whether the team gets to unlock theirs.

There are two groups.

Investors — the wallets that sent real money.
The team — founders, advisors, partners. The wallets that didn't.

Investors paid starting at $0.015 per token. 17 billion tokens. Real money from real accounts. 18 months ago. They cannot sell. Cannot transfer. Cannot earn staking rewards. The tokens are $0.08 now. Down 83%. The proposal gives investors a 2-year cliff and a 2-year vest. That is 4 more years of waiting for something they already bought. They keep all their tokens. We are calling this "full retention."

The team received 45 billion tokens for free. The proposal gives the team a 2-year cliff and a 3-year vest. We burn 10%. That is 4.5 billion tokens. At current prices, $360 million. We paid nothing for them. We could not sell them. We are burning 10% of an asset we got for free and could not move. We are calling this "sacrifice." We keep the other 90%. $3.2 billion. We are calling that "alignment."

The team holds 73% of the locked supply. Investors hold 27%. The people who paid nothing outnumber the people who paid everything nearly 3 to 1.

The vote requires a 1 billion token quorum. Simple majority. In the last governance vote, 76% of the voting power came from 10 wallets. Several of those wallets are ours. The team will vote on whether the team unlocks. The team will pass it. That is governance.

The proposal says 77% of locked holders have never voted. We wrote that as a problem. The 77% did not vote because the 10 wallets decide everything. We built the system that made their votes meaningless. Now we are using their silence to justify our exit.

If you do not opt in within 10 days of the vote passing, your tokens stay locked indefinitely. Accept the schedule we wrote or keep nothing. The proposal calls this "community-driven."

We listed our achievements to prove we earned it. USD1 stablecoin. OCC national bank charter application. Chainlink Proof of Reserves. AgentPay SDK. The stablecoin is the one where the President's family collects 75 cents of every dollar. All of it was built with investor money. The team built value with your capital, then asked your permission to extract it. The vote we will win with our own tokens.

600,000 wallets have been checking every morning for the word "unlock."

It appeared. It does not mean what they think it means.

The distance between "locked indefinitely" and "locked for 2 more years, then vested over 2 more" is not freedom. It is a countdown that the captors set. Column 13 updates in real time. Every column goes in the same direction.

These events are unrelated. I am still the reason they are unrelated.

[Mango Eating Monkey @TheIncoomer]

@TyroneC__ you should join the church to boost that tax a little bit to the upper side

[Mango Eating Monkey @TheIncoomer]

@napejuice @Pirat_Nation They don't vibecode this in half a day it takes years to get such things right.

[Sleuth 🔎 @YoYInvestor]

$ONDS How World View’s Stratollite Changes Missions Like the Iran Rescue 🎈👁️🏔️

On April 3rd, a U.S. F-15E was shot down over Iran and an American warfighter spent days alone in the mountains, hunted by Iranian forces, while U.S. commanders scrambled to track his position and keep enemy search teams away.

One of the central problems was not firepower, it was visibility.

No platform could watch that mountain without interruption.

Reaper drones max out at 24 hours. Satellites pass overhead for minutes before disappearing for hours. Those gaps cost time, and in a rescue mission, time is the only thing that matters.

The Stratollite is the foundation of a better answer 🎈

World View's high-altitude balloon sits in the stratosphere and stays fixed over the same area for weeks, delivering a continuous feed of cameras, infrared, and signals intelligence with no rotation and no gaps.

What $PLTR does with that feed is where the real capability lives.

Rather than sending raw footage to a room full of analysts working under pressure, Palantir's AI fuses every incoming stream into a single operational picture in real time.

It identifies which enemy teams are converging and how fast, surfaces the decision, and pushes it directly to rescue assets in the air and on the ground through one unified interface.

Every platform sees the same picture. Every commander acts on the same information. The gap between detection and response compresses.

That is what Ondas is building:

Unbroken coverage from the Stratollite feeding a decisional layer that puts American search and rescue assets on the same page instantly.

This capability exists today, and it’s now owned by Ondas.

[Mango Eating Monkey @TheIncoomer]

@Golden_Ted_ your position bias flip flopping is funny to watch.
Just buy leaps and chill, you can still gamble or "trade" with a smaller % of your portfolio

[Muhammad Zuhair @mzuhair123]

Intel's Ex-CEO Blames Wall Street's "Short-Termism" For America Losing the Chip Race, Saying No CEO Can Survive the Backlash

The US semiconductor industry has seen dramatic changes over the past few years, mainly driven by government initiatives such as the CHIPS Act, which aim to produce chips on home soil. Intel's former CEO, Pat Gelsinger, has been a key advocate of America's supply chain resilience and was one of the individuals responsible for bringing an "engineering-driven" approach to the company through initiatives like "5N4Y." However, Gelsinger couldn't fully deliver on his plans after he departed from the company in December 2024, and, interestingly, he has blamed Wall Street for its approach to "long-term, manufacturing" ambitions.

$INTC

[Jason Luongo @JasonL_Capital]

If you have been thinking about investing in $ONDS, this is a must read.

Great article BPC

[The Zero Hour Group @Zero_Hour_Group]

The Zero Hour Group $ONDS Interview with @CeoOndas Episode 3: The Billion Dollar Offering.

30 minutes of unreleased footage.

We're looking forward to the earnings call tomorrow, see you there!

[Mango Eating Monkey @TheIncoomer]

@0xDylan_ @worldlibertyfi @binance it doesn't matter what you are building if you are pissing off your core community by the lack of communication and transparenty on the WLFI unlock.
Gonna kill a great project because of incompetence on community relations.

[Mango Eating Monkey @TheIncoomer]

@smartertrader @grok what company produces the most cpus?

[Mango Eating Monkey @TheIncoomer]

@crypto_condom @AviFelman Gonna sell some cash secured $40 puts

[Mango Eating Monkey @TheIncoomer]

@FalconINTC @awakenowzone @Luce_On_TSLA We tried to tell him

[Mango Eating Monkey @TheIncoomer]

@awakenowzone Don't hold grudges, hold $INTC and enjoy.

Take the "I told you so" to the bank.