not veer

Investor writing about macro, data centers, commodities.

[not veer @bpintw]

@ChadSlimeBased @mikealfred @cantonmeow Indeed

[not veer @bpintw]

@NotEzzAI Warren buffet of the south.

[not veer @bpintw]

Update. now $11b in contracted rev trading at $8b MC.

See you at $40/share

Godspeed

[Sen @SenSeiLor]

$CIFR

[not veer @bpintw]

Update. now $11b in contracted rev trading at $8b MC.

See you at $40/share

Godspeed

[not veer @bpintw]

Some of the most significant mispricings I've seen in public markets right now - driven by geopolitical risk compressing valuations across the board.

One example: CIFR has $9.3B in contracted hyperscaler revenue (AWS, Google, and a third IG tenant) trading at a $5.2B market cap.

These are the setups I've dreamt of.

- veer

[not veer @bpintw]

@mikealfred 😂😂😂😂😂

[not veer @bpintw]

Some of the most significant mispricings I've seen in public markets right now - driven by geopolitical risk compressing valuations across the board.

One example: CIFR has $9.3B in contracted hyperscaler revenue (AWS, Google, and a third IG tenant) trading at a $5.2B market cap.

These are the setups I've dreamt of.

- veer

[not veer @bpintw]

@poof_eth 🤣🤣🤣🤣

[not veer @bpintw]

By the time they catch-up to veer when CIFR is trading at $60/share, they will raise it to $100+.

[not veer @bpintw]

Called my quant. It’s go time.

[not veer @bpintw]

Things that improved my life by 100x

- Eating only a high protein diet including sushi 4x week
- Sauna 60mins 190 degrees
- Reading 3 hours per day
- Zero tolerance for low testosterone people and behavior
- Stopping normie activities including engaging with sports, news, politics
- Playing tennis every weekend for mental sharpness
- Peptides
- BTC

[not veer @bpintw]

@BitcoinAIGuy @ChadSlimeBased 😂😂😂😂😂😂😂

[not veer @bpintw]

+80%. Thank you to the doomers.

[not veer @bpintw]

15,000 more CIFR shares added today.

Thank you to the lettuce hands.

[not veer @bpintw]

They were telling you a recession and doom was coming.

They are poor.

[not veer @bpintw]

@citrini correct.

[not veer @bpintw]

They were telling you a recession and doom was coming.

They are poor.

[not veer @bpintw]

This game is very simple.
Investors who go all in when the vix is 35+.
Make it to the top.

[not veer @bpintw]

Called my quant. It’s go time.

[not veer @bpintw]

Where are the chart squigglers?

[not veer @bpintw]

Called my quant. It’s go time.

[not veer @bpintw]

A day before the bottom. 🎯

[not veer @bpintw]

Called my quant. It’s go time.

[not veer @bpintw]

I see CIFR trading above $100/share in 9-12 months.