The only alpha left in life is in sitting in the rare books, manuscripts, & scrolls that OpenAI hasn’t fed into the machine yet. Your job is to find them, read them, and destroy them before they get to them. You need to go Indiana Jones mode before it's too late. Good luck
$BTBT @BitDigital_BTBT finally was able to listen to the entire call from this AM and was about to break their 3 new deals down, but IR beat me to it! 👇
Some key forward guidance:
• Another $21M in annualized revs hitting the balance sheet in Q4
• Pregnant pipeline has 5-10 deals being evaluated at all times
• Q2 2025 projection for NVDA Blackwells for anchor customer ($150M over 3 years)
• $7M in Q4 from Enovum
• Reiterates $100M HPC annualized revs by EOY, notes now 90% of the way there after deals, Enovum
Every way I look at #bitcoin here after the election, there just are no more excuses or reasons left for why it doesn't full send over the next 9-12 months.
Nasty day all round.
But the Cycle positions look good, so I'm leaning towards a shakeout. I doubled down on my /es long at the close, b/c is made sense.
Also reminder (unless day trader) not to focus on 5 min chart on days like today. Makes you do things you often regret.