Brian Rosen

[Brian Rosen @_BrianRosen_]

@TweetLeni Fantastic call, Leni! I remember you saying that was bottom for CPB back around March.

[Brian Rosen @_BrianRosen_]

@NickKristof @elonmusk If you knew there were no funds to put diesel fuel in Yamah Freeman's ambulance, and you didn't send any money to pay for it, then perhaps it was you who killed her.

[Brian Rosen @_BrianRosen_]

@TweetLeni I haven't had Campbell's soup in ages, but some of those Progresso soups aren't bad for canned soup. I like the minestrone. That's $GIS :)

[Brian Rosen @_BrianRosen_]

@Cernovich It's a virtual Potemkin village.

[Brian Rosen @_BrianRosen_]

With $CBRS valuation now at $56.43b, in a very conservative scenario $ORBS has $124m implied exposure to Cerebras.

That's based on ORBS owning .01% of OpenAI, and OpenAI owning 2% of Cerebras

[Brian Rosen @_BrianRosen_]

$ORBS might be the closest thing public markets have to a backdoor Cerebras trade right now.

ORBS owns a large indirect stake in OpenAI.
OpenAI reportedly has warrants/equity rights tied to its massive Cerebras compute deal. https://t.co/9mcStH2o4x

[Brian Rosen @_BrianRosen_]

$ORBS might be the closest thing public markets have to a backdoor Cerebras trade right now.

ORBS owns a large indirect stake in OpenAI.
OpenAI reportedly has warrants/equity rights tied to its massive Cerebras compute deal. https://t.co/9mcStH2o4x

[Brian Rosen @_BrianRosen_]

Looks like $TRAK has a buyer this morning. There's a nice write up on Reddit. TRAK might be an AI toll road on the food supply. They use AI to create the traceability data records required by retailers and the FDA. https://t.co/Julkt4XcFu

[Brian Rosen @_BrianRosen_]

There's an interesting connection between Mark Cuban and $PAPL

Cuban = early VC investor in Injective
Injective Foundation = ~37% owner of PAPL

[Brian Rosen @_BrianRosen_]

@TweetLeni Nice one, but I'm afraid that your boyfriend GORO will be leaving you soon lol... GGAZF will take his place when the acquisition closes sometime during Q2.

Fwiw, GGAZF is thinly traded compared to GORO.

[Brian Rosen @_BrianRosen_]

@TheDomino Thanks for the clarification! That’s an awesome backstory, and a great pin.

[Brian Rosen @_BrianRosen_]

@TheDomino I like your giraffe lapel pin. Does it have any meaning?

[Brian Rosen @_BrianRosen_]

@zohmbastic Thanks again for this alert!

[Brian Rosen @_BrianRosen_]

@TweetLeni I'd have to go Lucky Charms... What's yours?

[Brian Rosen @_BrianRosen_]

@TweetLeni Agreed. Normalcy bias abounds.

[Brian Rosen @_BrianRosen_]

@TweetLeni Yep! I think it was announced last December. WSJ ran a story about it a few days ago. https://t.co/dinJBrj62Q

[Brian Rosen @_BrianRosen_]

@TweetLeni Yeah, I saw that. It was long and bailed out. It should have listened when you said - just no!

[Brian Rosen @_BrianRosen_]

Shares are thinly traded, but:
CEO took a below-market salary, bought 20% of the company - then got a 70% input cost tailwind he didn't even have when he made that bet. He's trying to take the stock from two bucks to 20 bucks, and the market hasn't connected the dots yet.

[Brian Rosen @_BrianRosen_]

In May 2024, a value investor from Milwaukee packed up his life, moved to Durango, Colorado, and took over a chocolate company that was quietly going broke. He owns 20% of the stock. His name is Jeff Geygan. This is the story of $RMCF. 🧵

[Brian Rosen @_BrianRosen_]

#'s are starting to show it.
Q3 2026:
Revenue: $7.5M Net loss: $(0.2M) - nearly breakeven
EBITDA: $0.4M — positive
Product gross profit: $1.4M vs $0.7M prior year
That doubling happened before the full cocoa relief even flowed through.