Stefan Marinac

MSE-AI | $OPEN, $AAOI, $KEEL, $AMSC, $IREN, $POET | Beating the S&P via conviction

[Stefan Marinac @stefinvests]

@optionscjp $150k 🥱

[Stefan Marinac @stefinvests]

@NoLimitGains Wednesday happened

[Stefan Marinac @stefinvests]

Thesis is simple:

More data needs to move faster

[Stefan Marinac @stefinvests]

@WatcherGuru Progress isn’t free

[Stefan Marinac @stefinvests]

@Sl_acker Let Mike speak

[Stefan Marinac @stefinvests]

@CollinRugg Some homeless admit to wanting to avoid responsibility. This type of system encourages laziness

[Stefan Marinac @stefinvests]

@IterIntellectus Plaid customers 👋

[unusual_whales @unusual_whales]

BREAKING: Trump: As soon as this war is over, which will not be long, you're going to see oil prices drop and you're going to see a stock market which is already at the highest point in history, go through the roof.

[Stefan Marinac @stefinvests]

@ducksays No real reason to go with dividends at 28. Just incurring tax events unless you need additional income. I'd be going hard into growth stocks/funds

[Stefan Marinac @stefinvests]

Purpose is a currency

[Stefan Marinac @stefinvests]

@wallstengine #ProjectBankruptCitron

[Mike Alfred @mikealfred]

Opendoor CEO @nejatian says the company is the “most AI-pilled” company in public markets with a new leadership team as good as any other major tech company.

I love that and the early results are starting to demonstrate the benefits. Bullish.

[Filing Tracker @TrackFilings]

$OPEN Vanguard reported their increased ownership stake of 11.62% (previously 9.1%):

https://t.co/w1ojbTZOy4

[Kaz Nejatian @nejatian]

When families buy homes, they buy a stake in the future of their community.

Everything we can do to help people live in homes they own is a good thing. Homes are for families.

We are super happy to see @realDonaldTrump is so committed to helping average homeowners.

[MartyParty @martypartymusic]

It begins - QE

[Nugget @Nugget_Trades]

BREAKING🚨: $OPEN quietly released AI-driven HOA research automation — a major friction point in title workflows.

HOA data is slow, fragmented, & delay-prone.

AI standardization = faster closings & lower costs! 🤖

[The AI Investor @The_AI_Investor]

The IREN CEO said that less than 2% of their power can generate $500 million in ARR, and that they have secured 3 GW of power.

[Ben Gagnon @hashoveride]

Happy New Years all Bitfarmers!

I'm pleased to announce the strategic sale of our Paso Pe site and decisive rebalancing of our energy portfolio to 100% North American. This transaction brings forward an estimated two to three years of anticipated free cash flows from operations to be reinvested into our North American HPC/AI energy infrastructure in 2026, where we believe we will be able to generate much stronger returns on our invested capital with HPC/AI. The sale of Paso Pe is the culmination of a series of transactions to completely exit Latam, and refocus the company, its management team and capital on 100% North American power and infrastructure for HPC/AI.

$bitf

https://t.co/wOzWKM4wzP

[Stefan Marinac @stefinvests]

@corleonescrypto Yes, all about percentages

[Morgan Brown @morganb]

We’re going to fix homeownership and that includes mortgage.

To that end, I’m happy to announce our acquisition of https://t.co/9haOZ3n5dZ. Dan Green is joining Opendoor as Director of Mortgage Growth. Dan founded https://t.co/RaKWs0xGGf, and now he’s bringing that expertise in-house to help us build a better mortgage experience.

Dan’s been in this industry a long time. I’ve known him about as long. Glad to have him.

Let’s go.