Mark Thomsen

[Mark Thomsen @Gmthom8Mark]

@AlderLaneEggs TJ Rodgers owns 28,998,622 shares of ENVX according to https://t.co/Bi2YVKa5SP. Despite being a frustrated shareholder, the fact that he has this large of a position means more to mean than 1000 posts on this board.

[Mark Thomsen @Gmthom8Mark]

@SuperDuperInvst Good explanation. I was aware of the cash position and if the deals develop this is a hidden gem. What attracted me is this stock is basing for 3 years and the low volume may mean the public has given up. Not financial advice.

[Mark Thomsen @Gmthom8Mark]

@SuperDuperInvst Please explain why you feel this can be $10.

[Mark Thomsen @Gmthom8Mark]

@Nas_tech_AI Very informative, thanks for the post. I follow you now.

[Mark Thomsen @Gmthom8Mark]

@FonsieTrader Amazing call!! Unfortunately, I missed it...

[Yiannis Zourmpanos @yianisz]

Actually, this $2B convertible bond deal fundamentally aligns incentives. No interest payments mean $SMCI preserves cash for growth, while bondholders are rewarded only if the stock appreciates.

The key conversion trigger—$71.76 stock price for 20/30 trading days in a quarter—makes dilution conditional on strong performance.

At $86, bondholders could net over $1.1B in equity gains—only if SMCI executes. That’s not deadweight dilution. It’s performance-based capital.

The bigger point: with >$4B in total convertibles now tied to share appreciation, there’s real pressure from institutional capital to drive value up, not extract it. This isn’t $PLTR-style stock comp dilution. It’s leverage with a scoreboard.

Smart money doesn’t care about weekly swings—they care about hitting that $100+ zone where their upside compounds.

Retail should stop fixating on short-term charts and start thinking like capital allocators.

Want a real question to ponder? If $4B is betting on SMCI becoming the next AI infra heavyweight… why is retail still doubting the seed while institutions are fertilizing it?

Game’s changing. Who’s playing to win?

[Mark Thomsen @Gmthom8Mark]

@CEOStockWatcher It's always great to see the CEO buying stock. This one has a low float, only 6.7 million shares.

[Mark Thomsen @Gmthom8Mark]

@satoritrade Thanks for providing the earnings projections, really like this feature! I've followed you for a long time. Great work!

[Mark Thomsen @Gmthom8Mark]

@Tech_Investor20 Thanks for providing this information!

[Mark Thomsen @Gmthom8Mark]

@charliekirk11 Thanks for sharing. Shows how clueless the left was

[Mark Thomsen @Gmthom8Mark]

@morgan__trades Puts

[Mark Thomsen @Gmthom8Mark]

@CRYPT0forCHANGE @JTheretohelp1 Right, his comment was major top in Bitcoin...MAJOR.

[Mark Thomsen @Gmthom8Mark]

@rubicon59 Agree, GCT looking great! They have been exceeding earnings expectations the last 4 quarters. Expecting $1.96 this year...low float of 13 million shares. One of the top-rated stocks on IBD. Not advice, do your own due diligence.

[The Wolf Of All Streets @scottmelker]

Solana: Time To Sell? l Mike Alfred https://t.co/ap9l7vbmQv

[Mark Thomsen @Gmthom8Mark]

@TheLongInvest Are you looking at purchasing FSR?

[Mark Thomsen @Gmthom8Mark]

@womenoptionswin @acolner AMZN is currently just over $147. Do you sell a $148 cc? What happens if the stock drops to $140? How would you handle?

[Mark Thomsen @Gmthom8Mark]

@SarahClickup AI

[Mark Thomsen @Gmthom8Mark]

@1charts6 Thanks Oliver! I appreciate you providing!

[Mark Thomsen @Gmthom8Mark]

@RoyLMattox Great find Roy. Earnings have been very strong... unbelievably low PE relative to earnings growth. Just added.