Tokenizisco.

Francisco Azumendi, 🇦🇷,Tokenization, BTC, RWA ,financial markets enthusiast.

[Tokenizisco. @franfullsend]

@lemonapp_ar x @GrowieIO

https://t.co/P40xCaobJW

[Lucas Sacerdote🔋 @LucasSacerdote_]

$LODE With today’s closing of Comstock’s mining deal, Corrado has delivered on the first of his three objectives for year-end (last 3 minutes of the interview):

- Close the mining deal ✅
- Continuous solar recycling operations + new customers ☑️
- A known (not necessarily closed), defined transaction with a derivable value for SSOF ☑️

https://t.co/lRBqEZFJVT

[Tokenizisco. @franfullsend]

@LucasSacerdote_ @CDe_Gasperis 🚀🙌🏽

[Lucas Sacerdote🔋 @LucasSacerdote_]

I sat down with Corrado De Gasperis @CDe_Gasperis , CEO of Comstock ( $LODE ), for a 90-minute deep dive into where the company stands today, and where it’s going next.

The story now centers on two core pillars: Solar recycling and powered land - alongside legacy assets being monetized to help fund the next phase of growth.

1.⁠ ⁠Solar panel recycling

Comstock is building an industrial-scale solar panel recycling business with 100% material recovery and zero landfill.

Its first commercial line came online today, with additional facilities planned in regions where large volumes of end-of-life solar panels concentrate.

2.⁠ ⁠Sierra Springs Opportunity Fund (SSOF)

Comstock owns ~47.63% of SSOF. Roughly 2,500 acres of powered land in Northern Nevada, which is being positioned for monetization as demand from data centers continues to grow.

SSOF has secured 250-300MW of natural-gas transportation capacity with Great Basin Gas Transmission Company. This would allow behind the meter generation, with no utility (NV Energy) queue dependency.

(Potential expansion to ~1.2GW. Still in the works.)

Other investments:

Alongside these two core pillars, Comstock still holds other investments. The largest is Bioleum, its renewable fuels platform focused on converting biomass into oil.

Monetizing the legacy mining assets:

Comstock is also selling its historic mining assets, with proceeds intended to help fund the growth of the broader platform.
The value is roughly $45M in total, with approximately $20M of cash proceeds expected in the coming weeks.

Corrado and I went through each part of the story in depth:

•⁠ ⁠Unit economics
•⁠ ⁠Competitive positioning
•⁠ ⁠Moats and barriers to entry
•⁠ ⁠Capital requirements
•⁠ ⁠Capital allocation across the platform

I hope the conversation gives viewers a clearer picture of both the opportunity ahead and what Comstock still needs to execute on.

Timeline:

00:00 Introduction & disclosures
01:10 Comstock overview: metals, mining sale & SSOF
04:00 Solar recycling unit economics & market size
10:56 Scaling 20x: expansion pace & de-risking the first industrial facility
17:25 Beyond tipping fees: glass upgrading & metal extraction
27:47 Theory of Constraints: today's real bottleneck
30:59 Policy, competition & the Illuminate USA win
42:52 Sierra Springs (SSOF): powered land for data centers
53:31 Bioleum: funding, unit economics & scenarios
1:18:41 Capital allocation, dilution & per-share compounding
1:30:07 Scorecard: 3 facts to judge execution by year-end

The full 90-minute interview is also available on YouTube. Link in the comment section.

Disclaimer: Opinions expressed are our own and are provided for informational purposes only. Nothing herein constitutes investment advice or a recommendation to buy or sell any security. Valora Investment Group LLC and accounts advised by the firm hold positions in Comstock.

[Paolo Ardoino 🤖 @paoloardoino]

True

[Tokenizisco. @franfullsend]

@paoloardoino yes

[Paolo Ardoino 🤖 @paoloardoino]

Tether commits to open-source Keet.

[Tokenizisco. @franfullsend]

@LucasSacerdote_ esoo!!

[Tokenizisco. @franfullsend]

@LucasSacerdote_ 🚀🇦🇷

[Lucas Sacerdote🔋 @LucasSacerdote_]

Canadian Solar [Full Investment Thesis]: Everything You Need to Know About $CSIQ

“THE GREAT SOLAR RECKONING”

☀️ 🔋$CSIQ became my largest position earlier this year, after I had been studying the company since 2023.

Here is my 250-page, ~three-hour presentation on Canadian Solar. I made this video to compress the 1,000+ hours of work already done here, hopefully helping speed up the learning curve for anyone interested.☀️🔋

This is not meant to be flawless. It is meant to be done.

I believe $CSIQ is entering one of the most promising periods in its history. With $15B+ in total assets, three multi-billion-dollar businesses spanning solar manufacturing, storage manufacturing, and project development across six continents, and a mere ~$1B market capitalization, Canadian Solar is poised to be one of the top energy performers in 2026.

The market has left this company for dead. But underneath the surface, the foundations of the business have been getting stronger:

- While the solar industry wrongly spent on building overcapacity, Canadian Solar was one of the few companies slowing down and investing upstream into its project development arm.

- While everyone looked to globalize supply chains, Canadian Solar has been building its manufacturing presence in the U.S. since 2023.

- While much of the industry was still debating battery storage, Canadian Solar was already building gigawatt-scale projects in 2021. Today, it is reaping the benefits of having been a first mover.

This is the story of a company that, despite operating in a ruthless and complicated industry, has consistently been deliberate and rational in its capital allocation decisions.

It remains founder-led, with the founder still owning ~20% of the company. Shareholder value creation will always be top of mind, regardless of the market’s current irrationality.

The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solar’s Q1 2026 results, with $100M+ in operating profit for the quarter.

The supply-demand imbalance for electricity should result in excess profitability.

$CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top.

They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025.

And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. Their BESS experience is the clearest example.

At first glance, my estimates and projections may look overly optimistic. But I would ask you to take the time to analyze each one individually. I think you will see that even my bull case uses assumptions that many people already treat as base case assumptions for comparable companies such as $FLNC, $TE, $FSLR, $AMRC, $NXT, and others.

My base case assumes roughly half the profitability the industry expects from peers, and still results in an ~10x investment opportunity.

Not growing into it. Worth that today.

Please feel free to share your thoughts, feedback, questions, and pushback!! ☀️☀️🔋🔋

Timeline CSIQ:
0:00 Introduction
1:38 Executive Summary
11:35 Macro
18:15 Corporate History
21:00 Management & Team
25:10 Solar Industry & Market
42:47 CSI Solar - the $7B solar behemoth $CSIQ owns
57:00 Project Demand - CSI Solar
1:00:05 BESS Subsidiary with Multi-GWh Firm Orders
1:05:35 Project Demand for e-Storage/BESS
1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer
1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically
1:56:15 Competitors
2:19:29 Litigation
2:28:32 Quality
2:30:52 Valuation & Financial Analysis
2:40:40 Conclusion
2:43:15 Miscellaneous

Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results.

If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem.

Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.

[Tokenizisco. @franfullsend]

@LucasSacerdote_ 🇦🇷🚀

[Lucas Sacerdote🔋 @LucasSacerdote_]

https://t.co/cjnnGZOWmk

[Marcos Galperin @marcos_galperin]

La casa del caddie de John Rahm....el capitalismo es hermoso.

[Lucas Sacerdote🔋 @LucasSacerdote_]

$EOSE This is my update video on Eos after their Q4 and preliminary Q1 results.

We finally had enough new material info to warrant a new video.

Since their Q4 results and the brutal drop in their share price, the company has:

- Met Q1 guidance.
- Largely resolved operational and manufacturing issues (probably).
- ⁠Management owned the miss, took responsibility, and is rebuilding trust brick by brick.
- The CEO bought $500K worth of stock, and two directors an additional $200K.
- Cerberus is doubling down, seen in the appointment of a new Board of Directors seat. This came after appointing a new Chairman and directly investing in $EOSE's supply chain, as well as one of their customers.
- Much better visibility into their software issues and fixes, hopefully leading to favorable field data.
- Macro: Energy sovereignty tailwinds only getting stronger.
- AI energy demand is strongly aligning with zinc’s advantages.

I continue to be optimistic about $EOSE ’s potential, and remain a long-term investor. I’m also looking forward to sharing my largest position next week, which has now surpassed Eos. It will be presented in both article and video format. It is also in the renewables space. I believe the thesis will be easy to understand for anyone following Eos. More to come soon.

00:00 Introduction
01:18 Insider Buying + Cerberus Commitment Signals
03:50 Everzinc: Battery Tech & Supply Chain
12:04 Q4 Operational Results
13:59 Software Bottleneck
16:19 Indensity
17:22 Production Progress & Guidance Expectations
22:25 Q1 Results & Analysis
23:01 Customers Pipeline and Additional Orders
29:34 10K Insights + Financials Breakdown
33:54 Catalysts going forward
39:18 Macro Perspective
43:31 $10B+ Company in the Making
46:43 Conclusion

Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $EOSE or any other security. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, including family accounts for which I have power of attorney, may currently hold positions in $EOSE and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results.

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Lucas Sacerdote🔋 @LucasSacerdote_]

$AGRO Global fertilizer production capacity won’t be the same for a very long time. Multiple plants have been hit, and it will take multiple months (probably years) for them to get back up and running.

More than 300,000 fewer tons are being produced per week in the Gulf. That amounts to roughly ~16 million annualized tons lost from production. Not from supply trapped in the Gulf, which will get released once the conflict is resolved. But from PRODUCTION CAPACITY.

On top of that, India is operating at significantly reduced rates due to gas availability, and Australia is also facing disruptions due to environmental damages.

I am praying for the Iran conflict to be resolved ASAP. Sadly, I believe the second-order effects of this war will spread across the globe more slowly and steadily than most expect.

Expect commodity prices higher for longer. Food, fertilizers, energy, electricity. Those able to provide these commodities with unchanged conditions will benefit greatly.
$AGRO $EOSE

[Catalina Castro @techconcatalina]

🔥BRUTAL🔥

🚀 La Bolsa de Nueva York (NYSE) se asocia con Securitize para desarrollar una plataforma de valores tokenizados disponible las 24 horas del día, los 7 días de la semana.

👉 Los mercados financieros se van ACTUALIZANDO poco a poco...

[BlackRock @BlackRock]

Read Larry Fink’s Letter to Investors. https://t.co/vJaej3NI8p

[Catalina Castro @techconcatalina]

🔥BOMBAZO🔥

💥El CEO de #BlackRock, la gestora de ACTIVOS más GRANDE DEL MUNDO, afirma en su carta anual a los inversores:

🗣"La tokenización podría TRNSFORMAR a las finanzas como lo hizo internet en 1996."

[CriptoNoticias @CriptoNoticias]

⚡ YPF lanzó Enertoken, una plataforma para tokenizar activos energéticos sobre XRP Ledger, con más de 800 millones de dólares en su primera etapa y foco en mejorar la gestión y trazabilidad.

🔗 El proyecto se suma al auge de los RWA y muestra cómo la tokenización empieza a integrarse en industrias tradicionales como la energía, más allá del sector financiero.