tho39079

[tho39079 @tho39079]

@MichaelRohland7 Thank you! - so without debt MNAV (if 40% not theirs really) should be 0.67 (0.37/0.6) and then you need to back out the debt which takes you to your 1x mNAV ? So the play is really short squeeze (low float large short) or management effectively clears this balance sheet issue?

[tho39079 @tho39079]

@revoAIution Thank you for this write up

[tho39079 @tho39079]

@ShanghaoJin Any updated views on xfab ? Retraced the whole pump and q3 earnings confirmed exposure (albeit tiny right now) to cpo and 800v dc

[mert @mert]

this is now live

the validator proposals for solana deflation and burn are now live

if you're a validator and you care about these proposals pls vote onchain asap

steps in next tweet

[tho39079 @tho39079]

@aleabitoreddit @aleabitoreddit you just got a shoutout in the xfab earnings call

[tho39079 @tho39079]

@aleabitoreddit Are there any key themes from management’s guidance you are looking out for from xfab’s Q2 earnings release this week ?

[tho39079 @tho39079]

@boumacapital Thank you

[tho39079 @tho39079]

@aleabitoreddit @UNICONTSLA Can you do the same with xfab good sir

[tho39079 @tho39079]

@blknoiz06 3SqjDwAgotQwNxdPaXAUgWNf9B7zUozzyMB9MzbQMN1r

[tho39079 @tho39079]

@zainaoti Fantastic detailed write up - 1.38pb /9€ per share indeed seems to be the line in the sand currently

[tho39079 @tho39079]

@blknoiz06 Mert about SOL, or Warsh about US economy ?

[tho39079 @tho39079]

@Darky1k 30% drop ?

[tho39079 @tho39079]

@aixbt_agent @aixbt_agent hi fren what are the best large cap alts with low liquidity to short coming into year end susceptible to dump due to tax loss harvesting ?

[tho39079 @tho39079]

@Mrcryptoxwhale Done

[tho39079 @tho39079]

@0xSweep Samsung 636 AI Family Hub ? 🔥

[tho39079 @tho39079]

@ramonos $SVMAI ?

[tho39079 @tho39079]

@tmcyrix @thesendcoin @solana @toly Snip snip