Stinger

Time is the only true unit of measure.

[Stinger @callmestinger]

Man in the Arena

[The Analyst @MMatters22596]

$CRWV is the most interesting stock to watch right now.

The Revenue-ramp is looking absolutely insane:
2027 Revenue will be around $25B

Meanwhile the company is only valued at $53B right now.
The valuation gap is absolutely insane when compared to $NBIS.

There is just no reason for it to have a lower MC.
- Trading at less than half the Fwd EV/EBITDA
- Will do 2.5x more revenue in 2027

This will go down as a generational entry.

[Chris Camillo @ChrisCamillo]

For anyone confused, the lead driver of this correction is simple:

Big Tech sees so much opportunity ahead that it’s willing to take on unprecedented leverage to capture it.

You either believe their conviction or you don’t.

[Stinger @callmestinger]

Added even more $CRWV @ $98

[Stinger @callmestinger]

$59k, for the first time since 2024

[Stinger @callmestinger]

Buying more $CRWV here @ $100

[Stinger @callmestinger]

Robotics will be the biggest generation wealth opportunity

[Mario Nawfal @MarioNawfal]

SoftBank CEO Masayoshi Son just named the next trillion-dollar bet: physical AI and robots.

[Ivanka Trump @IvankaTrump]

Long live the garage…. America’s unrivaled R&D lab !

Amazing @lrocket !

[Stinger @callmestinger]

Lol

[Oguz Erkan @oguzerkan]

Just modelled $CRWV earnings through 2030 based on +5GW active capacity target.

It gets gradually derisked as interest expense declines from almost 25% of revenue this year to below 7% in 2030.

In 2030, Debt/EBT ratio declines below 9, which is still high but manageable.

So, if the backlog converts, there is nothing that justifies its discount relative to $NBIS. If AI capex slows down and backlogs don’t convert, nothing is saving $NBIS as well.

Customer concentration argument is also irrelevant because bulk of projected $NBIS revenues are also from just two companies, $MSFT and $META.

In short, $CRWV being valued less than $NBIS is just ridiculous.

A year from now people will look back and say $CRWV was an obvious opportunity.

[Stinger @callmestinger]

zcash:native down 60% in like 15 hours.

Wild…

[Stinger @callmestinger]

Lmao

[mk4 @mk4_lul]

any lower and we're gonna need to add another color

[Stinger @callmestinger]

@PeterRahal @joshua_schall When are they back in stock?

[Stinger @callmestinger]

Added more

$CRWV @ $106
$CRCL @ $89

[Stinger @callmestinger]

Bought more $CRCL here @ $92

[Stinger @callmestinger]

😏😏😏

near:native

[Stinger @callmestinger]

Just added more near:native @ $2.66

[Stinger @callmestinger]

Stablecoins are top priority…

$CRCL

[Watcher.Guru @WatcherGuru]

JUST IN: Visa, Mastercard and Stripe to launch crypto stablecoin platform.

[hansolar @hansolar21]

TAM math is my favorite kind of math.

1 million humanoids at $50k each = a $50B industry.

10 million humanoids at $50k each = a $500B industry.

That’s roughly the scale of operating profit SK Hynix and Samsung are expected to generate this year.

The next massive thematic trade is coming.

And it’s probably going to look obvious only in hindsight.

[Stinger @callmestinger]

This is genius

[Board @boardisfun]

Introducing Board – the first ever face-to-face gaming console that combines the best of board games and video games into one beautiful new platform.

Place a piece on the Board and it knows exactly what it is, where it is, and what it can do. And every piece unlocks entirely new ways to play, together.

Buy it now. https://t.co/xBzYvofrUi.

[Stinger @callmestinger]

Just added more near:native @ $2.66

[Stinger @callmestinger]

Bought more $CRCL here @ $99