Sshinski

Investor, and youtube hobbiest

[Sshinski @prushinski29837]

@GrantHesser Some people wont listen till its too late. Being ahead of everyone else is a blessing and a curse haha I hope you sized up a nice position 👍🏻

[CDN Ricky Bobby @mo32564305]

$CLOV — Another Form 144 filed today. Let me save you the panic.

Brady Priest, Officer at Clover Health, filed a Form 144 to sell 441,601 shares.

Before the bears start screaming "insider selling" — read the actual filing.

Acquisition method: Stock Option Exercise. Date: 08/07/2026.

He exercised vested stock options. The share sale funds the tax obligation on the exercise. This is not discretionary selling. This is how option compensation works.

Same mechanism as Andrew Toy's sale that sent the bears into a frenzy last month.

Remember that one? The one where Toy still held 9.6 million shares after the sale — 97% of his position intact?

The bears called that a red flag too.

Q2 just printed. Second consecutive GAAP profitable quarter. Revenue +54% YoY. MCR flat at 79.4% on 47% member growth. Guidance raised across every metric. 4.5 Stars confirmed. CMS Certificate of Recognition issued July 27th.

But sure. Focus on a routine tax withholding sale.

The persistent fool sees insider selling in every Form 144. The informed investor reads the acquisition method column.

One says Stock Option Exercise. Every time.

Not financial advice. Do your own research.

[Sshinski @prushinski29837]

Today I released my viewe on @CloverHealth Q2 and full H1 2026 earnings and theres quite a few interesting bits hidden in the 10Q that havent been talked about.

https://t.co/uU0bAKZru0

$CLOV @counterparthlth

[Sshinski @prushinski29837]

@waitmaya 31

[Barchart @Barchart]

Truth API for $100,000/month 😂😂

[Sshinski @prushinski29837]

@AlbertAlan Can we put a leather jacket on him instead?

[Sshinski @prushinski29837]

@RobinHubHB When you buy something and than just hold it for a really long time. Super under rated and nobody else on RH is doing it 😂

[Sshinski @prushinski29837]

@RobinhoodApp Does it include a Robinhood branded suit and tie? 🤔

[Sshinski @prushinski29837]

$CLOV @CloverHealth and $HYLN @Hyliion both are having some exceptional tute ownership recovery. I tutes dont buy risk on assets when they are afraid of a risk off environment. Lets see how this plays out. 13Fs due by the 15th. @mo32564305 whats your take?

[Sshinski @prushinski29837]

$HYLN ran 2x 200kW KARNO modules as one coordinated micro power plant — automatic load sharing, control failover.

The story isn't 400kW. It's that 800kW = 4 modules, 3.2MW = 16. They scale by copying, not redesigning.
@Hyliion
@ThomasHealyCEO

https://t.co/fXldyvV6WI

[Sshinski @prushinski29837]

My model says $HUT is worth ~$56.

The stock says otherwise.

I don't think the market is wrong. I think it's paying today for 7 leases that don't exist yet.

https://t.co/ngBE6cyM1b

@mo32564305

[Investify Daily @InvestifyDaily]

$HYLN

$HYLN just landed a $41.7M U.S. Navy contract , the announcement, and it’s far more important than the headline number.

This is a cost-plus-fixed-fee (CPFF) contract, meaning the government covers all development costs and $HYLN earns a fixed profit (~5–10%), or roughly $2M–$4M in profit this isn’t anything crazy in the realm of govt contracts but it’s significant in that it is the first one for $HYLN and can open the door for more opportunities.

So this deal isn’t about margins it’s about funded validation.

The contract covers the design, build, and delivery of 2MW–3MW KARNO power systems, pushing $HYLN from prototype into real-world, megawatt-scale deployment. With a stakeholder like the U.S. Navy who needs long term survivable power generation this is a big milestone.

A U.S. military validation is one of the highest credibility signals in energy and infrastructure. If the KARNO system performs in defense environments, it significantly de-risks adoption for data centers, microgrids, and commercial energy markets.

This also builds on prior Navy contracts and positions $HYLN for follow-on awards ($40M–$50M expected), meaning this could be the first step in a much larger pipeline.

BLUF:

The $41.7M isn’t the story — the story is that $HYLN is being paid to prove its technology at scale. If execution is strong, this could mark the transition from an R&D company into a commercial energy platform with recurring demand across defense and private sectors.

When commercialization hits so does revenue and then stock price. I hold a small position.

[Sshinski @prushinski29837]

@GrantHesser 3 things that are guaranteed 😂

[Sshinski @prushinski29837]

$BMNR is one of the world's largest public $ETH treasuries, chaired by (Tom Lee) @fundstrat @BitMNR.

I broke down the thesis, the risks, and the real math behind it. Full video 👇 this could be your opportunity.

https://t.co/lkqHXTJKUh

[Tenable @TenableSecurity]

Momentum is building fast. 🚀 Our Q2 2026 results exceeded expectations across the board, leading us to raise our full-year outlook!

As #AI reshapes the threat landscape, we’re proud to empower security leaders with unified #ExposureManagement. Full #earnings results here: https://t.co/lMKPNSpdEs

[Sshinski @prushinski29837]

@NickelDimerBets Im convinced that youre one of 2 things.

1) A troll that is long on CLOV but refuses to say so.
OR
2) A troll that bought clov at the top and has cried ever since.

You make it difficult for me to decide what one though.

Now give me some college basketball picks.

[Sshinski @prushinski29837]

@Dr_Crossroads Good on them, smart move to keep the FCF positivity. You cant race to the bottom if youre making money 👌🏻

[Sshinski @prushinski29837]

@FunOfInvesting Wait a minute, you get paid for going to work? I must be doing something wrong 😂

[Sshinski @prushinski29837]

@AlbertAlan Makes me wonder what amount of growth they plan to target in their key markets next year for overall total membership. net positive, net negative or break even for overall membership 🤔 we will have to wait and see

[Albert Alan, MD @AlbertAlan]

$CLOV