Fertozzolo

[Fertozzolo @Fertolozzo]

@CeoOndas Solo falta que todo esto se real y no solo un supuesto.

[Fertozzolo @Fertolozzo]

@MMatters22596 Imagino q este cometario es para que hablen de ti!! Porque sentido y estudio al respecto cero!!! Aún estás a tiempo pero el tiempo de los regalos ya pasó!!!

[Grayson Gist @pappygist]

@gnoble79

Let’s say $OPEN hits their cumulative high in 2026. 31,500 houses sold.
Assumption: $400k average 15% margin

Gross revenue: $12.6B
Earnings: $1.89B

$Z forward PE is around 30. $OPEN shares sitting at $56.70 in Jan 2027.

If it hits the low, $32.2. You’re short?

[Jake Anderson @Anderson_2155]

@pulte is the government and dept of housing still looking to take stake in a tech company to assist with home affordability? I know a *software company* that specializes in AI home analytics @Opendoor $OPEN

🤔🤔

[Sky @TheSkayeth]

The last time $CAN flashed a blue diamond, it rallied +225%.

(Blue diamonds represent big whale momentum.)

I am still waiting for the price to enter into the blue/purple zones + blue diamond before I add more.

I'll keep you updated.

[Elliott Chart @ElliottChart]

$Canaan — Technical Analysis ( Daily Chart )
$CAN retraced 52.7%📉 from $2.22 to $1.06🎯, aligning precisely with prior projections. This decline likely marks the initial leg of a correction in Intermediate Wave (2), hinting at a potential Running Flat formation ahead.
Following this retracement, the market is expected to embark on a robust rally in the near term.

Wave Analysis — 3rd Alternate Scenario
The rising structure that has developed since early May could be interpreted as a series of overlapping waves forming an Expanding Diagonal in Intermediate Wave (1) — followed by a sharp decline unfolding in a [ ⓐ - ⓑ - ⓒ ] corrective sequence of Minor Wave A.
Under this third alternate scenario (not yet illustrated on the weekly chart), a rally may begin this week ( initiating an upward phase ), potentially developing as another [ ⓐ - ⓑ - ⓒ ] sequence in Minor Wave B, with a projected target near $2.40🎯 — implying roughly a +130%📈 surge by mid-December.
Following the anticipated rally in Minor Wave B, a subsequent decline in Minor Wave C is expected, targeting around $1.11🎯 near the apex of the equivalence lines. From that zone, the broader uptrend might resume through an impulsive Intermediate Wave (3).
In my view, Leading Diagonals may indicate a bullish accumulation phase(as a transition phase), forming the foundation for the broader uptrend and often preceding strong impulsive advances.

🔖 Notably, the more bullish 2nd possibility on the weekly chart (posted Nov. 5) remains quite valid.
I usually evaluate the most likely scenarios until the structure becomes clearer.
#MarketAnalysis #TechnicalAnalysis #ElliottWave #WaveAnalysis #TrendAnalysis #QuantumModel #Fiblevels #StocksToWatch #FinTwit #Investing #CanaanInc #CryptoMining #CAN #CANstock #BlockchainHardware #BitcoinMining #MiningTech #HODL @canaanio

[Fertozzolo @Fertolozzo]

@SantinoCripto Me quito el sombrero con tu coherencia!!!! Nereo el TOP!!!!

[Fertozzolo @Fertolozzo]

@SantinoCripto No me puedo creer que digas cada vez una cosa!! Es tu forma de ser, eres el nuevo Arévalo??

[Leo Wang @ Canaan Avalon @herder1981]

Meditation & Reflection Time.
This week reminded me that we cannot control markets — but we can control how we respond. Capital is not the enemy of value creation. It is the fuel for building through cycles — patiently, humbly, and with conviction.

(I included some industry reference data at the end for those who find context helpful.)

It has been a long and volatile week — for me, for my colleagues, and for many of our investors. I’m sincerely grateful for the support, feedback, patience, and engagement from our community. Even when the feedback is harsh, I try to take it as a reminder — to stay disciplined, to stay grounded, and to keep improving.

I have asked myself many times: Was it a mistake to initiate an ATM program? Should we have waited for a “better” moment?

To answer that honestly, I had to first confront three more fundamental questions:

Can we control market prices?
Can we quickly finish our fundraising at the top of a bull market?
Can we scale and build a durable global business without capital?

The answer to all three is no. None of us can control the market. None of us can predict perfect timing. And no serious company can grow meaningfully without capital. Responsible fundraising is not a weakness — it is a requirement to build a real business. Waiting until capital is desperately needed almost always leads to the worst outcome. The market taught it over time.

The ATM is a U.S. capital markets instrument designed to allow companies to raise capital responsibly, flexibly, and reactively — especially during moments of strength. When we first listed, we did not fully understand this tool, since it doesn’t exist in most Asian or European markets. Yet in the United States, ATMs have become a core financing mechanism for tech, biotech, and next-generation industries — because innovation moves quickly, and capital needs to move with it.

Tesla raised US$10B through two ATMs in 2020.

Biotech companies in the U.S. rely on ATMs as their most fundamental equity financing tool.

Across the Bitcoin mining industry, ATMs have supported tens of billions of dollars of growth and scaling. Almost every major miner has used ATMs repeatedly. Many of these companies would not have reached their current scale without that optionality.

So ATMs are not irresponsible dilution. When used thoughtfully, they are disciplined capital allocation instruments that support long-term compounding.

Looking back, Canaan has been extremely conservative — perhaps too conservative — in using ATMs. We believed our stock was undervalued, and as a result, we often raised too little capital during windows of opportunity, only to face far more expensive alternatives later. But we've learned to raise capital, while remaining disciplined and responsible.

Our track record shows it:

Our first ATM (April 8, 2022) had a US$750M limit, but we decided not to use it unless the stock reached US$4.00. The highest it ever reached was US$3.99 — just one cent short. Then the market turned into a deep winter. We raised only a small test amount (US$4.2M) and then terminated the program.

Our second ATM (November 10, 2023) had a US$148M limit, and we ultimately raised US$61.2M. That capital directly enabled the development and continuous improvement of the A15 series — which now stands as one of the most competitive products in its price class globally.

Our third ATM (December 23, 2024) had a US$270M limit. We raised US$42.5M at an average price of US$2.08 per ADS, but we stopped in February 2025 when market conditions deteriorated after the tariff news. While we exercised prudence, the proceeds raised from ATM and other fundraising actions had turned into several quarters of strong growth in 2025, from both hardware sales and self-mining investments.

To our new shareholders - this is the track record of $CAN- we stopped in February because we care deeply about protecting long-term shareholder value.

And yet — I believe the opportunity in front of us today is extraordinary.

We are standing at the intersection of global energy transition and the next era of compute. The next decade will favor those who build patiently, invest steadily, expand strategically, and compound value through cycles — not those who try to guess prices week by week.

That requires capital. That requires discipline. And that requires humility — the humility to learn, adjust, and improve continuously.

We remain committed to allocating every dollar — raised responsibly and transparently — toward building world-class chip technology, highly efficient energy infrastructure, and a global platform that can support the future of Bitcoin, AI, and next-generation computing.

The industry may be volatile as it has always been and will likely remain. But if you know Canaan's history, you know our mission is not short-term speculation. Our mission is long-term value creation.

We know this is a journey. And we are committed — humbly, steadily, and with quiet confidence — to building through cycles, not around them.

Last, I must show respect to many of our peers that executed this tool far more successfully than us, while keeping a great communication and transparency with the market. There is much to learn from them!

For context, here are selected ATM programs from U.S.-listed Bitcoin mining peers, just as reference points on how common this capital tool is in our industry.

MARA: US$250M ATM in 2020, US$650M ATM in 2021, and a current US$2B ATM in 2025
Riot: US$500M ATM in 2022 and US$750M ATM in 2024
CleanSpark: US$500M ATMs in 2021 and 2022, US$800M ATM in 2024, and a US$2B ATM in 2025
IREN: US$300M ATM in 2023, US$1B ATM in January 2025, and US$635M ATM in August 2025
Cipher Mining: two US$250M ATMs in 2022 and 2023
Bitfarms: US$68.5M ATM in 2021 and US$375M ATM in 2023
HIVE: seven ATMs between 2022–2025
BTBT & HUT: multiple ATMs over the past few years
Bitdeer: US$1B ATM launched in January 2025

[APΞ 🇺🇸🦍 @PatrioticApe]

My $CAN position is green again. I'm going to be watching this one closely. Looks like a powerful move up is in the works.

[Fertozzolo @Fertolozzo]

@SantinoCripto (10 min después y un cigarro) ………….. todo para abajo, sabía que esto no podía subir más!!!

[Fertozzolo @Fertolozzo]

@SantinoCripto Tú cuando dices no, asientes a su vez, verdad???

[Fertozzolo @Fertolozzo]

@SantinoCripto Jajajajaajajaaja; ya ha pasado!! Ya ha pasado!!! Como los bebés!!

[Robin Nakamoto @RobinNakamoto]

Watch BTC Live Price - LFG to $100k https://t.co/3MRdPQvqY0

[El Club del Arte 🎨📷📚🖼🕍🎼 @Arteymas_]

😎

[TOROTORERO @torotorero_y]

Pero qué locura es esta????

[Real Betis Balompié 🌴💚 @RealBetis]

👕©💚

¡Sorteamos la camiseta de la última temporada de @joaquinarte entre todos los que hagáis retuit!

[📈J.J. Gonzalez💻 @Gestiprudent]

¿Son seguros los bancos españoles? ¿Están caros?

Tras éxito del hilo del Santander, muchos preguntáis por otros bancos. Esta semana, con la ayuda de Alberto de BZ he preparado un cuadro de los ratios principales de los siguientes bancos cotizados españoles:

Hilo explicativo👇

[Enrique Moris @kike_moris]

👉 Nuevo SORTEO y vídeo:

🚨El método para ser MILLONARIO que no te enseñaron en el colegio
(🎁Este vídeo incluye un regalo)

https://t.co/qSd5Gjit1C

🏆 Sorteo 300€ por paypal (en 3 premios) entre todos los RT de este tuit