BESTIES APPAREL | The All-In Podcast

Just here for the financial advice. And I made for The All-In Podcast to help pay for medical school 🩺👨‍⚕️ | DM with merch ideas 💡

[BESTIES APPAREL | The All-In Podcast @qrivera55]

I wasn’t joking when I said this website was to help fund the birth of my first born. Truly, thank you to everyone who has purchased any @theallinpod apparel from me. You helped cover the costs to bring this little man into the world ♥️. @Jason @chamath @DavidSacks @friedberg

[Johhnywalker @johhnyWalkerAZ]

$KRKNF is about to go through a massive transformation and most people aren’t paying attention. Kraken Robotics just reported Q1 revenue up 35% YoY to $21.7M on standalone basis — and that’s BEFORE the Covelya acquisition hits the books.

The Covelya deal ($615M) is on track to close by end of Q2 2026, meaning we’re literally weeks away. Once it closes, the combined entity had $365M in revenue in 2025 — that’s 3.5x what Kraken was doing alone.

Covelya also brings a 24% revenue CAGR since 2023 and management has already confirmed the deal is immediately accretive. Order intake is stacking fast too — Kraken pulled in $97M in product orders YTD and Covelya added another $165M. New combined guidance drops at close, and 2027 is expected to show low-to-mid double digit EPS accretion after synergies kick in. This isn’t a speculative bet on future growth — the orders are already in, the deal is closing now, and the re-rating hasn’t happened yet. Long and holding. NFA, do your own DD.

We’ll look back in 2027 and wonder why we didn’t buy more.

It’s in Robinhood now too.
One of my more bullish positions

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@BaronAfanas @SJCapitalInvest Did you by chance save any of SJCapital's articles?

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@NoRePhils @mcnair @SJCapitalInvest Did anyone grab his articles they'd be willing to share by chance?

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@SJCapitalInvest Are you still planning on posting your Gemini prompts / framework! Appreciate all the free game!

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@spacanpanman Love it. Have you increased your position on $KRKNF since the new acquisition at all?

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@CoffeeStocksGuy @michaelsikand @spacanpanman thoughts?

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@ThaKidDJL @stephenasmith @shedeur @DeionSanders lol nice chatGPT write up

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@JonTyson have you done any podcasts where you do a deeper dive on the 50 Pieces of my heart you did with Haley? Heard you allude to it in a few. Do you have a timeline on releasing that? Thank you for all you do!

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@JonTyson what is the timeline on you releasing the content that you walked through with Haley?? Thank you for all you do!

[BESTIES APPAREL | The All-In Podcast @qrivera55]

Hey All! I have not been able to keep up with https://t.co/seqA2J8VOM due to life circumstances. I'd love for someone to take it to it's full potential. DM with any inquiries to purchase or if you'd like more info. Would love for this to live on instead of just closing it out.

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@JonTyson Thank you!

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@JonTyson have you preached a series or sermon on a theology of work and rest? Are there some resources on the topic that you would recommend?

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@JonTyson @TheRealJoshJipp Jon, do you typically read hard copy books or do you do more audio books?

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@DavidPaulVC @allinsummit Wish I was gonna be there! Enjoy for me! @theallinpod

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@lochhead @DavidSacks No love for my graphic ?! 😉

[BESTIES APPAREL | The All-In Podcast @qrivera55]

New merch for the All-In Summit in May! Only available for a limited time. Grab a few tees and a journal for all that new deal flow 🔥🤘@theallinpod @Jason @chamath @DavidSacks @friedberg

https://t.co/sA5WlfVac5

[BESTIES APPAREL | The All-In Podcast @qrivera55]

@Jason Let’s get some merch in these gift bags 🔥🔥🔥

[BESTIES APPAREL | The All-In Podcast @qrivera55]

Everyone loves a good origin story... legend has it that all of @DavidSacks beak wetting began right here... commemorate it forever with 'The Origin Story' tee, hoodie, and crewneck 🤘

@theallinpod @chamath @friedberg @Jason

https://t.co/llO7Waz36k

[BESTIES APPAREL | The All-In Podcast @qrivera55]

'Wet Your Beak' Hoodie has been flying off the shelves during these winter months! Recently mentioned on EP 66 by @typesfast . Grab yours with the link below 🤘. @theallinpod

https://t.co/4rWCw8gz7Z

[BESTIES APPAREL | The All-In Podcast @qrivera55]

The 'Let Your Winners Ride' tee has been flying off the shelves. Grab yours with the link below 🤘 @theallinpod @DavidSacks @Jason @chamath @friedberg

https://t.co/HumiutvywF