Dannicus

[Small Cap Snipa @SmallCapSnipa]

$WULF active M&S strategy supports high visibility power pipeline through 2030

Bernstein bullish TeraWulf

[Perry Lin @perry_lin1]

Misinformed take on $WULF. Almost of all of their debt is fixed rate amortizing and first tranche of notes not due until 2030. Over $600M of EBITDA and $300M of operating cash flow next year as their buildings come on-line. They have 20% equity cushion in all of their projects. Not sure what power prices have to do with anything as it’s a pass through for them. Everything backstopped so unless you think Google or Anthropic go out of business, I don’t see much risk. My friend @accounting_ds, care to chime in?

[TeraWulf @TeraWulfInc]

AI infrastructure is not so constrained by where data can travel, but rather where scalable power can be secured.

In conversation with @SchneiderElec's Kevin Brown, CTO Nazar Khan explains TeraWulf’s advantage: energy-advantaged sites with secured power, paired with the expertise to build the connectivity and infrastructure required for large-scale compute.

That combination is what makes $WULF's sites truly differentiated.

[Dannicus @theprotector_19]

@daniel_koss @amitisinvesting Sickening

[Dannicus @theprotector_19]

@ajwillshire The thing is for carers it is not just the minimum wage pay, it's the overall working conditions. 15 hour shift without a break, working weekends and bank holidays, terrible private pensions where private companies pay the minimum contribution.

[Dannicus @theprotector_19]

@wave3trades $GCTS

[Han Akamatsu 赤松 @Han_Akamatsu]

$NBIS Gamma map for the coming week:

We see it struggling around that $190 long gamma, rejecting or showing weakness to reclaim or hold that level, if that $170 short king remains on Monday, we may see it retracing another 20 points to test that short gamma.

From there we either bounce hard again, or we can see it selling off even more. That $170 will be crucial if it arrives.

Will update again on Monday in case anything changes.

1. GEX | 2. VEX

[Dannicus @theprotector_19]

@DefenseMargins Thank you

[Ondas Inc. @OndasHoldings]

Ondas secured $70 million in new orders over the past four weeks across ground, border, C-UAS, ISR and precision-strike systems.

Broad-based demand across multiple mission areas reflects the breadth of the Ondas platform and continued execution of its strategic growth plan. $ONDS

https://t.co/43vpVzPya0

[kairos @0xkair0s]

Jim Simons made 66% a year for thirty years.

Nobody has come close.
Not Buffett. Not Soros. Not Druckenmiller.

Every quant fund since has tried to reverse-engineer
what Renaissance actually does.

They keep landing on the same wrong answer:
"More data. More compute. More simulations."

Last November, a mathematician from Stanford
gave a lecture that explains why they'll never catch up.

His name is Persi Diaconis.
He's the world's authority on when a simulation is telling you the truth
and when it's telling you a story.

His conclusion after forty years of research:
most of the simulations Wall Street runs today
are giving persistently wrong results,
and no amount of GPU will fix it.

The answer isn't more compute.
The answer is proof.

Simons required a proof before deploying a strategy.
That's the part nobody copied.
That's the part they can't.

Lecture below. Under an hour.
The most important hour you'll spend on markets this year.

[Dannicus @theprotector_19]

@Thebullwhisper Tough day but buying more $GCTS $NBIS $WULF

[Dannicus @theprotector_19]

@EndicottInvests Fyi very much appreciated your work and knowledge.

[Dannicus @theprotector_19]

RT @perry_lin1: $WULF The management team feels that the market has the Hochul news wrong today. I just got a call from @PaulBPrager and t…

[Dannicus @theprotector_19]

@JoeyMannarino Weasel syndrome

[BMSInvests @BMSInvests]

$ONDS

Well, here it is, finally..

The MASSIVE update to one of my largest pieces of work ever.

All my research and DD that I've accumulated over the last 18 months for $ONDS - all in one place.

All the details on $ONDS senior management, strategic partnerships, customers and investments.

I hope you enjoy reading through this insane ecosystem that $ONDS has created, just as much as I enjoyed compiling it for you all.

This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated.

CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @retail_mourinho @moninvestor @BlackPantherCap @CeoOndas

[Retail Mourinho @retail_mourinho]

$KRKNF insider buy 👀

[Dannicus @theprotector_19]

@MooreRMCF and Mikel Merino

[The Dean @Schoonerguts]

Kraken Robotics $PNG.V
Joe Mackay - (CFO) Insider Purchase
$249,000
+41,500 vol

$6.0000 each

[Daniel S @accounting_ds]

Late night thoughts on how we should value CoLo plus discussion about $WULF

https://t.co/xf0e3wY0ud