Alpha Centauri

[Alpha Centauri @alphacenC]

True. It‘s absolutely silly that it‘s down 82% from aths, basically at the same level as in 2013. The re-rate will be glorious. One of those stocks that everyone will chase at the top and no one wants to own now.
Technically: Strong RSI divergence & weekly and monthly DSS Bressert close to a bullish cross. One of my highest conviction plays in the market right now.

[Alpha Centauri @alphacenC]

Least interesting part? $CCOI must refinance their 2027 notes asap, market treats it as a bankrupt business. This is the biggest near term catalyst and can‘t happen soon enough. Wavelength revenue is up 90% YoY, although from a small base, and will meaningfully contribute to top and bottom line growth going forward. Positive revenue mix trends (Stable legacy business, growing wavelength, declining junk Sprint revenue) will push fundamentals higher next quarters. Do you know who this reminds me of (positive revenue trends buried under ugly headline numbers)? $LITE in 2024. $CCOI is a multibagger in the making, but first they must fix the balance sheet.

[John Goci @JGoci39365]

@coinbase @tZERO has the licenses for you to legally do this without infringing on their IP

[Caitlin Long 🔑⚡️🟠 @CaitlinLong_]

PATENT ENFORCEMENT in tokenization was always going to come…so many have blatantly ignored pre-existing patents…

[Alpha Centauri @alphacenC]

@fejau_inc @ForwardGuidance Which ones are these? Is copper one of them?

[Keyser Soze @James56487175]

@ekwufinance Correct! Massive China/IEA reserve releases & some modest demand destruction allows for another few months of global capitalists and/or geopolitics to sort it out. This is why oil prices are still <$100. ALL countries - producers & consumers alike - (except 1) want to fix/bypass.

[Keyser Soze @James56487175]

End of “just buy the index w/o analysis, you’ll get rich” passive investing is when trillions of massive loss making companies get hoisted upon all indexed assets during peak valuations (ala ‘29 and ‘00) due to peak bubble capex (with very short useful lives unlike long-lived fiber/railroads).

[PMET Resources @PMET_Resources]

PMET has announced multiple new high-grade LCT pegmatite discoveries across its James Bay portfolio.

Highlights include:

✅ Cosma: 16.43% Cs₂O in channel sampling
✅ Skald: 2.94% Li₂O in outcrop
✅ Overload: 7.53% Cs₂O + 3,768 ppm Ta₂O₅ in outcrop

[Yield Guy @ImmaYieldGuy]

This thing is a legitimate freak of nature it doesn’t stop
$PMET $PMT.AX

[JDK Analysis 🇪🇺 @The_JDK99]

$BTC 📈

It’s not that difficult to see, is it? 👀

[Alpha Centauri @alphacenC]

Do you monitor the most important spreads for Braskem‘s business, e.g. PE & PP feedstock spreads, and know where they are today? For me it‘s difficult to get the latest data…
But all in all BAK should still be wildly profitable in this environment, bit surprised by the price action though. Maybe gap fill at around 3.86 and then off to the races…

[Alpha Centauri @alphacenC]

@BULLReturns Well that’s something we agree on. Already now I can hear the FUD around MSTR during BTC‘s bottom in Q3/Q4 with mNAVs comfortably below 1. Biggest asymmetric bet later in the year.

[Alpha Centauri @alphacenC]

Obv true. But the ratio of an assumed 72% pullback vs. 77% pullback (from 2021-2022 bear market) is too high in light of the 7x bull gain vs 21x bull gain (from the 2018-2021 bull market).
Both bull market gains and bear market declines go down over time. But it‘s highly unlikely that the total pullback is 5%p lower than the prior one, while the bottom to peak gain was 3x lower (7x vs. 21x). But that‘s only my two cents.

[Alpha Centauri @alphacenC]

@StockSavvyShay Sure, you can chase names that already pulled a 5-10x…or you look for beneficiaries whose share prices haven‘t skyrocketed yet. Like Optical Fiber Services: $CCOI.

[Alpha Centauri @alphacenC]

@mikealfred $tZero and the tokenization opportunity ahead.

[Alpha Centauri @alphacenC]

@paulsaladinomd Zero long term safety data? Please do some research on company Clinuvel Pharmaceuticals and it's drug Scenesse (Afamelanotide). It's basically Melanotan II with some slight modifications. Drug was approved in 2014 and has created lots of safety and real life data since then.

[Alpha Centauri @alphacenC]

@fejau_inc @LunaticxOsmo @DemosthenesCAD Lithium

[tZERO @tZERO]

@tZERO x @Aptos
We've announced a collaboration to bring tZERO's institutional tokenization platform to the Aptos L1 – giving issuers high-performance blockchain deployment with compliance infrastructure built in.

"This integration reflects our continued focus on supporting issuers building tokenized assets with institutional-grade infrastructure. Leading protocols like Aptos are critical partners and consumers for our infrastructure as we offer compliant gateways for issuers and developers building on Aptos technology." – @Alan_Konevsky, CEO, tZERO.

🔗 https://t.co/q7qPkuPPVp

[Dr_Gingerballs @Dr_Gingerballs]

So let me make sure I’ve got this correct:

>Google gives Anthropic cash to pay Google for compute.

>anthropic gives compute away for a loss, and this discounted compute draws in large user bases to capitalize on the arbitrage.

>The private, non-marked to market valuation of Anthropic skyrockets, which Google reports as earnings, along with the cash it gave Anthropic.

>Google uses these fake earnings to cast a shadow over the debt it’s raising to build the compute it’s paying itself for through Anthropic.

>Google is bleeding money giving away compute through Anthropic and this is making the S&P500 earnings rocket straight up.

>losing money = making money

Do I have this right?