DPR

[DPR @dreadProberts0]

@boldleonidas @krakenpro Where is ansem comic bro?

[DPR @dreadProberts0]

@aleabitoreddit you forgot about $WOLF its up only past few weeks

[Serenity @aleabitoreddit]

$WOLF ($464M) is the paradigm of the "Bear-Bull" Paradox.

Wolfspeed is the holy grail of AI with SiC wafers.

And this foundry just made the world’s first 300mm single-crystal SiC wafer last week.

$NVDA Rubin + architectures likely need 300mm SiC interposers and Wolfspeed is the only company in the world currently that can do it.

They're critical to US national security with $750M+ in chips act grants.

I listed this as a bottleneck but here's the catch:

This is a negative EV trap:

- $926M cash, $2.1B debt, $465m MC

Ev would be roughly ~$1.6B.

Then you have

-> Convertible Notes #1
~$331.4 Million. Convertible into New Common Stock based on an implied equity value of $1.0 Billion.

-> Renesas Convertible Notes #2
~ $204 Million. (13.6% of the total shares)

December 15, 2025, Wolfspeed filed a prospectus to register 11.3 million shares for "selling stockholders"

These are the former creditors who took equity instead of cash during the bankruptcy.

So...

Wolfspeed is central to the SiC Interposer thesis for 2027 as they're made in America and are have a massive moat.

But this just looks like a trap right unless they can get this to massive scale and overshadow any convertibles, debt, and dilution.

This is on paper the holy grail of AI moonshots since they have the world's first 300mm SiC wafer and are a monopoly in as a US company.

But financially this is a landmine.

Disclosure: I own no positions, just wanted to post my findings.

[DPR @dreadProberts0]

Gta 5 made $1 billion in just 3 days

[Syd Steyerhart @SydSteyerhart]

This game is going to bankrupt Rockstar. It has to sell roughly 13 million copies (at $80/each) just to break even. The rising cost in computer hardware has shrunk the potential market of those who even have the necessary specs to play it, and the writing is probably garbage.

[gomi @parveen__tyagi]

she literally explained why some people never feel lazy and how to copy them (in 2 mins)

[DPR @dreadProberts0]

“Har ghar gas from tiger ki ass”

[Araya🦚 @arayaawww]

Lpg cylinders ki kami ni hogi ab😍🙏🏻

[DPR @dreadProberts0]

@inversebrah @blancxbt he is just proving his point man

[DPR @dreadProberts0]

@CryptoBheem whats your tp?

[DPR @dreadProberts0]

May I join you?

[ً @SilvXBT]

Beating my wife everyday until Ethereum is back above 3k @VitalikButerin @BlackRock

[DPR @dreadProberts0]

@veH0rny he is Nick

[DPR @dreadProberts0]

@vivideonic Funny enough i had a dream today n eth was at 7k

[DPR @dreadProberts0]

@DipWheeler @trading_axe @inversebrah

[DPR @dreadProberts0]

@0xaporia @CL207 My first thought its ethbtc

[DPR @dreadProberts0]

@Domesplit18 @ChiefofIsaac Remaster/remake/sequel anything works for me.
The story was so good and ordering your soldiers to follow, attack and defend is what i love most.

[DPR @dreadProberts0]

@blockgraze Cramer strikes https://t.co/usWYno8pte

[Jim Cramer @jimcramer]

too early to buy Carvana

[DPR @dreadProberts0]

If we won’t have alt szn then what the fuck is crypto even for

[DPR @dreadProberts0]

@tier10k Do whatever illegal things you want to do but please pump it man i m tired

[DPR @dreadProberts0]

@game_for_one 180k, 8.1k, 900, 100b

[DPR @dreadProberts0]

@vivideonic bro you posted wrong chart for eth monthly

[DPR @dreadProberts0]

we got btc 100k before gta 6 lfg