Capvalue89

"On occasion, I have disobeyed orders." J. T. Kirk

[Capvalue89 @CapitalOnValue]

@DeItaone I am very quickly remembering my muscle memory on this. Trump says something. Markets go down. Trump changes stance. Markets go up. Gotta love arguing with Mr market. Never goes your way when you have zero capacity for real pain

[Capvalue89 @CapitalOnValue]

40min drive from $FRMI. External validation the panhandle is a good location for DC given power, fiber etc

[First Squawk @FirstSquawk]

GOOGLE SAYS CO AND INTERSECT ANNOUNCE CONSTRUCTION OF MEITNER ENERGY CENTER WHICH INCLUDES A NEW DATA CENTER IN GRAY AND ROBERTS COUNTIES, TEXAS

[SharpeShark @SharpeShark]

$TWST

[Sean Sharpe @BornInvestor]

Surely Donny won't fall for it a second time

[Sci-Fi Archives @SciFiArchives]

The Empire Strikes Back (1980) artwork by Pete Lloyd.

[Dale Chu @Dale_Chu]

“The students who cannot read a 20-page article today are the voters who will not be able to read a bill, or the jurors who cannot follow a closing argument, tomorrow.”

[Jerry Capital @JerryCap]

🤡🤡🤡

[Frank @justfactstruth]

If David Moreno said "imminent" on April 30, then reaffirmed "sold out" and "final contract details" multiple times since then, I am expecting Firm Contract details any day now......And in this market, after announcing a $2.5B '27 or $5.0B 27+28 revenues the stock quickly gets back to ATH $323

[UraniumBull 🇫🇮 @SilverBull_Fin]

Missasitko Bloom Energyn? Miten olisi $FTAI

FTAI Power ottaa eläköityneitä CFM56-suihkumoottoreita ja muuntaa ne 25 MW:n maakaasuturbiineiksi datakeskusten sähköntarpeeseen.
Eka toimitus Q4

Olisko tässä case häh 🧐

[Invest.uy @Invest_uy]

I already talked about $FTAI

The opportunity is clear: their commerical turbines business is top class already. Add DC power generation in the $BE style and it's even better.

Added today

[Frank @justfactstruth]

$FTAI vs $BE

$FTAI Market cap $25B w/ 2026 EBITDA $1.7B and ~1B FCF
FTAI Power
2027 will deliver at least 2.5GW adds $1B EBITDA
2028 will deliver at least 2.5GW
2029 will deliver at least 2.5GW
so 7.5GW and 7.5B of Revs and 3B EBITDA

$BE Bloom Energy market Cap $78B w/ '26 EBITDA ~700mm and ~200mm CF from Ops
GUIDE
Will deliver 1.2GW
2026 FY guide $3.4-3.8B Revs
EBITDA margin ~19% so 646m - 722mm
"Could expand to up to 2.8GW"

Which one would you rather own???

[Shay Boloor @StockSavvyShay]

Blue Origin CEO just said,“We will fly again before the end of this year.”

LC-36’s long-lead infrastructure is intact, the support tower is repairable and Blue Origin will move straight to a new vertical launch setup.

[Faytuks Network @FaytuksNetwork]

Trump told Netanyahu that bombing Beirut would further isolate Israel globally. Trump also reminded Netanyahu he’d helped keep him out of prison during his corruption trial, telling him: “You’re fucking crazy. You’d be in prison if it weren’t for me. I’m saving your ass. Everybody hates you now. Everybody hates Israel because of this.” A second source said Trump was “pissed” and at one point yelled: “What the fuck are you doing?” - Axios

[TheLAPurchaser @TheLAPurchaser]

@TMTLongShort let's put it like this. they aint raising equity b/c the ROI is crap...

[Just Another Pod Guy @TMTLongShort]

This isn’t even the major slug. Definitely a larger debt raise in the works.

Capital allocation game theory.

Masa walked so Sundar could run.

[Capvalue89 @CapitalOnValue]

$ASTS. From the geniuses who brought you “the sats won’t fit on a f9 rocket” comes “a satellite company reliant on launches didn’t plan for any issues with launches or bet their whole company on an unproven launch platform”

[Logan Dobson @LoganDobson]

I don’t want to tell you what to think, I simply insist that you ask yourself why America’s rivals want you to hate American AI so much.

[Meacham @MeachamDr]

It’s like a meth family moved in….

[@y2k @kap00r]

the Space X roadshow begins this week.

many will have to ask "what is AST Spacemobile?"

$ASTS

[cinesthetic. @TheCinesthetic]

The moment Warden Norton throws that rock through the poster in THE SHAWSHANK REDEMPTION (1994) is still one of the most satisfying payoffs in movie history.