Beav Invests 🦫

Hunting Undervalued Gems: $RKLB $ASTS $IREN $CIFR $ASST $BROS | Great Companies @ Great Prices | Deep Dives on Space, AI, Crypto & more | Not Financial Advice.

[Beav Invests 🦫 @beavinvests]

These 4 companies will be top 50 stocks by market cap in 5 years:

$RKLB
$ASTS
$MSTR
$IREN

Bookmark it. Please come check me.

[Beav Invests 🦫 @beavinvests]

@BullTheoryio Looks to me as though volatility continues to dampen?

[Beav Invests 🦫 @beavinvests]

@LandoInvests For now.

It will have been obvious in hindsight.

[Beav Invests 🦫 @beavinvests]

Why do the biggest $IREN bears always seem to be $NBIS investors?

It's extreme backwards thinking. If you're truly an intelligent $NBIS investor, at some level you have to respect the $IREN portfolio?

Sure you can argue it as a better investment, everyone is entitled to their own opinion, but to be outright bearish?

[Beav Invests 🦫 @beavinvests]

Truly, what research are you doing that is bringing you to that conclusion? You sound unbelievably ignorant.

That's just not true. Here's a place to start some research.

In the exact words of OpenAI CFO, "if you know of any compute, please let me know."

https://t.co/28nFbQ3kjW

[Beav Invests 🦫 @beavinvests]

The $IREN bears continue to show their ignorance this morning.

My feed is filled with "if power is the bottleneck then how has IREN added so much in the past 6 months?"

Most clearly lack the understanding of this industry to be invested.

Anyway, I bought more this morning.

[Beav Invests 🦫 @beavinvests]

That's a major handwave to state ERCOT volatility means PJM market provides better economics. It's also wrong. That could get its entire own thread.

But fundamentally, if you want to argue that ERCOT is a bad place to do AI compute, you're arguing against every major hyperscaler that is racing to buy grid connection in Texas.

At the root of what you first said, we are absolutely in a power constrained environment. To think otherwise is idiotic. And to think that this $IREN 800MW site in Australia isn't the product of years of work and expertise is also ignornat.

Everyone can promise all these massive power capacity pipelines, but until the infrastructure is built and it's turned on it produces nothing.

[Beav Invests 🦫 @beavinvests]

@JMT94590 You trade, I invest.

We're playing different games brother.

[Beav Invests 🦫 @beavinvests]

Okay so if $NBIS is racing to acquire as many MWs as possible, why did they not add the 800 MWs in Australia? Or any other hyperscale for that matter?

Furthermore, to compare $NBIS and $IREN MWs as apples to apples is again, extremely ignorant.

The economics on these sites are not the same, i.e. $NBIS $BE deal to meet power guidance.

I don't sit here as a $NBIS bear, but I do firmly believe that $IREN is the massively better investment here.

[Beav Invests 🦫 @beavinvests]

@CernunnosCap With all due respect, by making the statement "adding 800MW just like that," you show your lack of understanding for this market.

There are real bear arguments you can make against $IREN, but to argue we're not in a power constrained market is purely idiotic.

[Beav Invests 🦫 @beavinvests]

As I’ve said before, the debt market is generally a far better heuristic for risk assessment than public markets.

Those with billions loaned out have validated $IREN.

Do with this as you wish.

[IREN @IREN_Ltd]

IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market.

@danroberts0101, Co-Founder and Co-CEO of IREN, said:

“Securing investment-grade financing on these terms reflects both the quality of our customer contracts and the fact that we own the data center infrastructure these GPUs run in. That combination broadens our access to institutional capital and lowers our cost of capital as we scale.”

Learn more: https://t.co/TYepQTBXSQ

[Beav Invests 🦫 @beavinvests]

@M3Invest Yessir!

[Beav Invests 🦫 @beavinvests]

$ASTS now over $120. Up nearly 75% from this tweet.

Don't let price action whipsaw you out of positions. Know what you own.

[Beav Invests 🦫 @beavinvests]

This may be one of the best entry points to $ASTS that we've seen in a while.

$ASTS has massively underperformed the rest of the space industry over the past few months.

Meanwhile, 2026 revenue guidance is expected to be met, BB11-33 are in advanced stages of production, and the next few launches are multiple satellites on Falcon 9.

Also, $3.5B in liquidity on the balance sheet.

The $ASTS income statement will look massively different this time next year.

Also, not to mention, the SpaceX IPO will bring new money into this market.

I will likely add to my $ASTS position at tomorrow's open.

[Beav Invests 🦫 @beavinvests]

BlueBirds 8, and 10 are officially at Cape Canaveral with BlueBird 9 on the way.

Exciting to see a third launch partner in the mix for $ASTS. Quickly minimizing one of their largest bottlenecks.

A major inflection point for $ASTS income statement is on the horizon.

[AST SpaceMobile @AST_SpaceMobile]

BlueBirds 8 and 10 have officially arrived at Cape Canaveral.

Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Beav Invests 🦫 @beavinvests]

Given this chart, you cannot logically value $ASST at 1x mNAV. At some level the market needs to price in the rate of accumulation.

Exciting times for those participating in digital credit and especially for those providing daily dividends.

[Matt Cole @ColeMacro]

Strive acquired an additional 1,109 $BTC for ~$85.4 million at an average cost of ~$76,988 per bitcoin.

STRIVE SNAPSHOT
Bitcoin holdings: 16,500
QTD BTC Yield: 11.0%
YTD BTC Yield: 23.4%
Amplification ratio: 45.2%

$ASST $SATA

[Beav Invests 🦫 @beavinvests]

@Agrippa_Inv Looking forward to this. Your work is some of the best in the industry!

[Beav Invests 🦫 @beavinvests]

@AdityaInvests90 The market does not choose winners. The market predicts winners. And the market is often wrong.

Execution chooses winners.

[Beav Invests 🦫 @beavinvests]

@CrusadeInvest Bingo

[Beav Invests 🦫 @beavinvests]

@CernunnosCap They also do not make their own screws!!