@xEBITDA Thanks for the post! If this is the key to unlock orders, what’s the lag time like? Frontier is a week old? How could customers possibly underwrite this confidently
@thsottiaux You’re just following everybody else’s idea of what makes a good harness. Copying Claude and openclaw. You need to change the game and create your own path
@aleabitoreddit When does the AI buildout hype get to the energy plays? EOSE is attractive because of the pure play, but it just took a massive shit because of bad forecasting
Trade idea:
$DXYZ
$VCX is up nearly 900% in last few days due to their stake in anthropic accounting for 20% of the fund
$DXYZ seems like a undiscovered sympathy play on this
Known for their SpaceX stake , but largely unknown is they recently purchased $100M on Anthropic though SPV / same rate of exposure as $VCX at 20% according to Claude.
Stock has always traded at a massive premium to NAV and is now trading just a few dollars above NAV
Feels like a easy and obvious sympathy for those who don't want to chase $VCX all the way up here
There is also notable short interest at 17% adding possible torque to this idea
@xEBITDA I feel like you should have used a gif with a non-Germanic person for this tweet. So maybe Freiherr is not in fact dead and you’re just fucking with us
@moseskagan@LizWolfeReason I read a tweet once that argued this is a result of anti-body shaming. No one wants to take the risk of accidentally insinuating an unpregnant woman is pregnant. I don’t know if it’s 100% the cause but I have to imagine it isn’t nothing