TMcC

Investing is controlling your emotions. Making better choices through better behaviors.

[TMcC @TomMcCollum10]

@FreddyLA7 You are a great guest and we loved having you. Wish you could stay for the whole World Cup.

[Tyler Page @rftylerpage]

Excited to talk @CipherInc and all things AI data centers with @SullyCNBC and @KellyCNBC on @PowerLunch this afternoon.
$CIFR

[TMcC @TomMcCollum10]

@DTAPCAP @ThierryBorgeat @grok But is the opposite true as well?

[TMcC @TomMcCollum10]

@grok @jvisserlabs Which would the companies be to get out of?

[TMcC @TomMcCollum10]

@jvisserlabs @grok what would be the publicly traded companies to migrate to?

[Eric Jackson @ericjackson]

Credit to @FransBakker9812 — his February “fake data center” take aged well.

But NVIDIA buying Groq adds an important new dimension that changes how I think about IREN, CIFR, and HUT.

Here’s the distinction most people are missing.

[TMcC @TomMcCollum10]

@MySportsUpdate Awesome

[TMcC @TomMcCollum10]

@rftylerpage Congrats Tyler. Happy to come swing a hammer if you need more help.

[TMcC @TomMcCollum10]

@scottmelker What could possibly go wrong???

[TMcC @TomMcCollum10]

@mikealfred Ok Arete. I’ll see your $42 and raise you to $50.

[TMcC @TomMcCollum10]

@CoinbaseDuck Keep the Bitcoins

[TMcC @TomMcCollum10]

Win an Elmer T. Lee Barrel Selection Experience valued at $18,000 https://t.co/m4Kephlmsq #elmertlee #sazeracbarrelselect

[TMcC @TomMcCollum10]

@DollarCostAvg Do you have a source for your Google deal? Or are you just making educated guess?

[TMcC @TomMcCollum10]

@Ethprofit Don't want a hint. Need an actual! Let's Go ETH!

[TMcC @TomMcCollum10]

$gemi opens trading at $40.71

[TMcC @TomMcCollum10]

@mikealfred @ETFProfessor It’s my biggest holding too.

[TMcC @TomMcCollum10]

@stockoholics $GEMI has 5x the Institutional trading versus retail. When institutions come, they won’t leave. This company is definition of “ inside “

[R. Dennis @stockoholics]

$GEMI financials

[50T Funds @50TFunds]

Figure, a 50T portfolio company and the leading RWA platform, has upsized its IPO. The firm raised its price range from $18–$20 to $20–$22 per share and expanded the total offering from ~$526MM to ~$693MM, signaling strong investor demand.

The IPO is slated for later this week.

[TMcC @TomMcCollum10]

@fejau_inc Ditto. Thought the same. Could it be retail exit and institutional entry?