This Way To Valhalla ✝️

Public company officer, CPA, fighting my way to Valhalla from the 9-5 Corporate Den. $WULF $ALTO $IBRX $ANNX $ECHO

[This Way To Valhalla ✝️ @AnswerReality]

$IESC - a 13X bagger in last 5 years, one of the most successful and well managed companies no one has ever heard. Tiny $35M revolver debt in an exploding data and infrastructure market in Texas!

[This Way To Valhalla ✝️ @AnswerReality]

If you want a small cap high leverage energy play - $KOS

If you want a back door small cap energy play USA and beyond on ethanol and upcoming legislation at the pumps - $ALTO and $GPRE

[This Way To Valhalla ✝️ @AnswerReality]

Anyone else see the back in forth inverse $ALTO and $GPRE manipulation. Added more $ALTO at $5 on dip, should be super solid Q2 building into the biggest seasonal Q3, and legislative tailwinds - E15 and tax credits. Has Dem and Republican support.

[This Way To Valhalla ✝️ @AnswerReality]

@Fonze333678 @seedy19tron $ANNX - you long or just monitoring? Insider buying - some bulllish activity continuing in 26.

[This Way To Valhalla ✝️ @AnswerReality]

@accounting_ds This is why $WULF is #1 in Colo and wins, for those not swinging as hard for the grand slam and the financing spread risk that comes with it on the neocloud side!

[Daniel S @accounting_ds]

The risk to neoclouds was never that compute demand disappears

It is and always was financing and counterparty concentration, funding long lived assets with expensive capital against a handful of tenants

$CRWV reportedly exploring puts to hedge memory is downstream of that

They conceded price floors to $MU and $SNDK to lock supply, which is what you do when you can't dictate terms, a buyer with cheap capital and a deep book absorbs that cycle on its own balance sheet, conversely a buyer without one pays the supplier to absorb it, then pays again to insure the position

That's a cost of capital tell, not a demand one, furthermore cost of capital is a variable… season the contracts, upgrade the counterparties, and the same assets finance at tighter spreads

I like Neoclouds a lot at these prices

[This Way To Valhalla ✝️ @AnswerReality]

@DelB0yTr0tter @Vivemacr0 @HoweyJohnn34169 I don't want to get greedy here, along with $GPRE, but if possible would throw up $IBRX $ANNX $ECHO $WOLF

[This Way To Valhalla ✝️ @AnswerReality]

@DelB0yTr0tter @Vivemacr0 @HoweyJohnn34169 Would love to trial it, any way I could sample the instutional platform for one week. I have been one step down since you rolled out the program months ago. I will DM you my account name.

[This Way To Valhalla ✝️ @AnswerReality]

@MrBuckBuckNBA Bynum didn't want Dwight to back door him, like that guy Dwight hit from behind in Atlanta.

[This Way To Valhalla ✝️ @AnswerReality]

@midlevelcruiser Take a look at what is working that no one talks about on the oil trade, and with game changing E15 legislation in the hopper. - Ethanol trade $GPRE $ALTO

[This Way To Valhalla ✝️ @AnswerReality]

$IREN and $CIFR - Who's betting these targets will be reached in time by the $IREN Board member Mike Alfred? $IREN $150-$200 in next six to 12 months? $CIFR $60-$80. Or $CIFR $42-$55 in 5.5 months. Receipts attached.

[This Way To Valhalla ✝️ @AnswerReality]

@edvestments @TheKamaHsutra Ahhh, @edvestments, all due respect if you are claiming victory with $CLSK over $KEEL, $KEEL up 275% trailing year and $CLSK flat, in 2026 YTD $KEEL 2X on $CLSK . I only own $WULF in space today, but to date must call out $CLSK vastly underperformed, and no pop on deal signing.

[stevie stevenson @turtle__mayne]

Dude I cannot stop watching this kid. This is the most impressive thing I’ve seen in a very long time. The crow is unreal

[This Way To Valhalla ✝️ @AnswerReality]

@perry_lin1 From reading Fintwit and versus expectations going into the year, I think many $IREN investors would argue they feel beaten down except @TheKamaHsutra . He is long and strong $IREN and never waivers his conviction like others!

[This Way To Valhalla ✝️ @AnswerReality]

@perry_lin1 $34- 2 weeks later $IREN Will this be below $30/August? Yes everyone is down hard but IREN is down YTD. Few have that 2026 story. IREN also has constant liquidity battle given their capex requirements. Dan presents extreme confidence, some investors are beyond frustrated it seems

[This Way To Valhalla ✝️ @AnswerReality]

@perry_lin1 Perry - where is your buy zone for $IREN here? $34

[This Way To Valhalla ✝️ @AnswerReality]

@edvestments @TheKamaHsutra Also $CLSK thought they were going to be able to do a raise higher off this. I see dilution coming near term! Be careful. This team shows a history of poor decision making and lack of execution. They were last to the show and exec. comp nightmare.

[This Way To Valhalla ✝️ @AnswerReality]

@edvestments @edvestments - congrats on your $CLSK deal. I believe you you were calling for a deal in recent days to @TheKamaHsutra and I, and big price pop from here. As noted throughout this year and I expect this continue to under perform $WULF

[This Way To Valhalla ✝️ @AnswerReality]

$WULF - $19 per a share equity raise of $1b 3 months ago looked poorly timed, until now. Combined with JV sale Fluidstack, positioned on the capital side better than the rest.