UnlovedThings

Lawyer and Investor hunting deep value & mispriced growth in equities. Here to learn, engage, and generate alpha. NFA.

[UnlovedThings @UnlovedThings]

TRAC: Real-World AI Utility with the highest earnings of any AI cryptocurrency token/network. But what is it and who is using it?

$TRAC powers OriginTrail’s Decentralized Knowledge Graph (DKG), delivering verifiable, AI ready data for AI companies, supply chains, and RWAs. Fixed 500M supply (non-inflationary, rewarding holders without dilution)

Swiss Federal Railways (SBB) joined in 2021, using DKG for real-time parts tracking with 10+ partners, publishing 100K+ daily events for maintenance and safety. They run 3 nodes (one per chain) as key stakeholders, staking millions in TRAC, not casual users, but enterprises securing the network.

Total staked TRAC? Over 88M across 75 nodes, with companies like SBB and Umanitek, and other large organizations involved in the staking and security in addition to the publishing.

Check for yourself: https://t.co/nORcZCVUgn

Over a billion knowledge assets have been published on the network, fueling verifiable AI and data ecosystems.

Umanitek, is building the Guardian Agent, an AI tool powered by DKG to verify content authenticity and combat threats like deepfakes, fake news, toxic content, IP infringements, and child exploitation (e.g., CSAM via collaboration with ICMEC). It allows platforms to cross-check harmful material without sharing underlying data, preserving privacy and enabling a “digital immune system.” Umanitek recently created a 2 million Trac node on the network to secure the network and publish on it.

Aylo (Pornhub’s parent) tapped Umanitek’s Guardian Agent for verified content. Publishing to the DKG will start very soon on sites like Pornhub, YouPorn, RedTube, Brazzers, Tube8, and more.

Enterprise publishers also include BSI for standards and border trade, SCAN for US import audits, the EU for building logbooks, and aerospace for digital passports and they are all actively contributing to the network.

Cumulative revenue over $15M Trac for nodes and delegated stakers of TRAC, mostly all from the last year: real yields vs. inflationary tokens like $FET, $RNDR, $TAO, $NEAR, $FIL with negative earnings.

$TRAC: Enterprise-Driven Growth. DYOR!

[UnlovedThings @UnlovedThings]

@weary_centurion Odd is trading at cash? Isn’t there around a 600 million convertible note…are you just counting it at cash because it’s unlikely to be converted and it’s 0% interest. They would still have to pay it back. Genuinely asking as I did a cursory look. Thanks

[UnlovedThings @UnlovedThings]

@SwissKnifeInv Nice picks. I went with $PYPL, $DLO, and $KSPI for Fintech.

[UnlovedThings @UnlovedThings]

@pernasresearch “Finding Dlocal bears is rare” lol 😂 have you seen the price action since the IPO?

[UnlovedThings @UnlovedThings]

Still like $Wix here but harvesting the 20% loss as the market will grasp onto the headline numbers and “poor buyback” (hindsight bias). This stock is likely in the doghouse for a few quarters.

[UnlovedThings @UnlovedThings]

@MMatters22596 $META now adjust the forward PE for SBC and give us the GAAP forward PE

[UnlovedThings @UnlovedThings]

@TheValueTrade They are maxing out their 401K and paying down principal on a mortgage so their net worth is increasing on a year basis, everything else being equal. Paycheck to paycheck is a meaningless metric.

[UnlovedThings @UnlovedThings]

@aleabitoreddit Having exposure to semiconductors was a no-brainer last year and even before that. But your implication that you would have make 200-400% implies you have over a 50% allocation to one sector which is more akin to gambling, than investing.

[UnlovedThings @UnlovedThings]

@Pentosh1 Welcome to the club but it’s not year 2. It’s closer to year 4. And most of this is consensus now.

[UnlovedThings @UnlovedThings]

I get that. But we just had a 450% gain in 12 months. That is letting the winners run. And now you are assuming $AMD is going to match nvidia’s performance when Nvidia was likely just an anomaly. Further, the semiconductor backdrop has changed since nvidia ran up 20x; all of the mag 7 are making their own chips and competition is heating up from China. At what price would you exit?

[UnlovedThings @UnlovedThings]

@Peskyblinders2 @TheValueTrade If you were sitting on cash right now and looking to allocate capital, would you actually be buying $AMD here? Sure it could go up more on momentum(I mean even Qualcomm got a bid yesterday) but the risk reward here is not favorable.

[UnlovedThings @UnlovedThings]

@MrMarket0000 @mvcinvesting Have you actually read his analysis? Because all of the above has nothing to do with his thesis.

[UnlovedThings @UnlovedThings]

$WIX is now trading at a 22% FCF yield on the post-tender share count; when you take out stock based comp, owner's yield is still a whopping 13%

[UnlovedThings @UnlovedThings]

@decodefinance Fine but my timeframe is at least a year so not exactly sure what we are betting on haha

[UnlovedThings @UnlovedThings]

@decodefinance Done. I just bought a lot. Now you short. Good luck 👍

[UnlovedThings @UnlovedThings]

How do you know it’s not hallucinating on the underlying analysis? I have a paid subscription for Claude and perplexity and while it’s extremely useful, I have to confirm nearly everything. Are you checking the data it’s pulling from the 10k? Or are you downloading the 10ks to your personal computer to avoid web retrieval…

[UnlovedThings @UnlovedThings]

@BaBig90 $plab is part of the photonics trade? Enlighten me

[UnlovedThings @UnlovedThings]

Just sold my $PLAB position. I was up almost 200% since like 9 months ago. The market is now appreciating that it has some AI exposure (like 30%) but the rest is just cyclical. I would say it's fairly valued, slightly overvalued at the moment. I think I was the only one writing about $PLAB last summer on X.