Mega Man

🔌 Energy Infrastructure • Special situation • equity investor • Debt finance • Michigan State alum

[Mega Man @callah32]

Through da fire 🔥 $CORZ port $IREN $CIFR Energy infrastructure ftw. Rerate this niche. Slap some respectable multiples on 25-30-40 year ASA appraisal assets fcs.

[Mega Man @callah32]

@twils1211 @Mabiverse123 NBIS n IREN rank in prob the top 5% of the ‘Elon 200’ and I don’t think he was necessarily referring to them; over sold. CRWV (debt) balance sheet is obviously shittier as an outlier. Some private neo’s I know of are almost all debt fueled right now too

[Mega Man @callah32]

@elonmusk @Yuchenj_UW We need more Distributed edge compute > SPCX clusters are too concentrated to Tennessee

[Mega Man @callah32]

@elonmusk @Yuchenj_UW Debt lender by trade. We have pubco and private Neo-customers and would enjoy to the opportunity to quote your asset based / GPU business. DM me - Thx!!

[Mega Man @callah32]

@elonmusk @Yuchenj_UW Debt lender by trade. We have pubco and private Neo-customers and would enjoy to the opportunity to quote your asset based / GPU business. DM me - Thx!!

[Mega Man @callah32]

@chamath A. Debt lender by day trade. We have pubco and private Neo-customers and would enjoy to the opportunity quote your (new) business dm me. Thx!
B. Elon is a self serving compute CEO - and out side his depth on topic. There is plenty of asset based lending going on.

[Mega Man @callah32]

@twils1211 A. Debt lender by day trade. We have pubco and private Neo-customers and would enjoy to the opportunity quote your (new) business dm me.
B. Elon is a self serving CEO - and likely out his depth as it relates to that tweet. There is still lending going on.

[Mega Man @callah32]

@twils1211 A. Debt lender by day trade. We have pubco and private Neo-customers and would enjoy to the opportunity quote your (new) business dm me.
B. Elon is a self serving CEO - and likely out his depth as it relates to that tweet. There is still lending going on.

[Mega Man @callah32]

Relatable. I’m prob more anxious near ATH’s - bc I don’t know what to next e.g. take profit, trim, how much (pay tax). This time I thought the bottom was in a lil early (redeploy the trims & dry) so extra stingy, but also up many x YoYoY CAGR and watching closely bc I have to again 😭

[Mega Man @callah32]

@_4lex_4 @silicondata @grok what do you think about all of this?

[Mega Man @callah32]

@kevinxu Idk that Mr market enjoyed the tone $META set about spending more for longer; they are going to want to raise debt and equity soon, w a muse pay period hard to predict. Which agent/agency wins?

[Mega Man @callah32]

@elonmusk Rektober’ing the markets / erection rn; save us potus and Elon

[Mega Man @callah32]

@twils1211 Nice rotation out of pre cash flows tickers tho. Gettn hammered, ouch

[Mega Man @callah32]

@KianaDanial 2.5 year payback period max.
Lego $IREN and all Neo’s; double that capacity in ‘27. Solid thesis/research Kiana. terminal value of the powered shells alone 📈

[Mega Man @callah32]

@twils1211 Fed = fwd in this instance oopps

[Mega Man @callah32]

@twils1211 Looks a lot like mine (Net of a few $mm 😅) must be a German kid/ situational thing; I like his port and peripherals, especially off the lows down here.

[Mega Man @callah32]

One of my goals in motion is to broaden out into the Ai peripheral sectors of optics, cooling, suppliers SMCI DELL, semi’s, power. While I’m still fairly concentrated in the capital intensive biz of neo’s and powered shells. Rates higher for longer army the greatest for the latter, but they are so beat down (and rangy) they hold value long imo as well. Also the MAGS are really running away with this thing via LOB’s conducive to generating FCF for mega build outs; naturally why we like all suppliers of the Ai trade. Im looking for a slowing of the supplier/pace, bc markets are fed looking, but that’s hard to imagine over the coming 5-7+ years. Golden age of a build out, no secret.

[Mega Man @callah32]

@QQQ275Soon I knew those short term spcx contracts would pay off. Just sold the MOC leverage for lil gainz

[Mega Man @callah32]

@twils1211 Some of the best advice I ever got was; You don’t need the last 10-12%. U’ll be chasing it 4 ever✊

[Mega Man @callah32]

I have not heard anyone else say this besides Lovelock of Gartner, not Elon or anyone. $IREN owns PPE better than any hyperscaler or Neo. I like that about them.

[Mega Man @callah32]

@liquidtrading If you’re telling me I can buy $810 MU I’m in; where do I sign/in