TKN

[TKN @tkn100x]

@ToooSavage @TJ_Investor94 @YoYInvestor @BMSInvests somebody said I was making "personal attacks" but I think disingenuous was the nicest term I could use😭

[TKN @tkn100x]

$ONDS

i just want to remind everyone that @YoYInvestor and @BMSInvests are the most disingenuous accounts to follow for investment advice btw

they somehow managed to bullrope finx into buying this dogshit stock

normally i would say NFA but this IS investment advice, don't blindly listen to these paid schills and do your own research

[TKN @tkn100x]

@hobbs1000 exactly my point- more nominal shares issued for the same total dollar payout increases dilution

[TKN @tkn100x]

seems like the $ONDS bulls decided to take their anger out on me for the stock's underperformance 😭

the stock's short interest is ~40% and has been for months, the 2nd most out of all U.S listed equities and it's important to understand why

their deal with Sentrycs includes $100 million in $ONDS shares - that's right, this is equity consideration and not share consideration

their deal with Omnisys was also similar - around $199 million in $ONDS shares

that means that if the stock is worth $20, Sentrycs/Omnisys obtains less overall shares than if the stock is worth $7

now think about what this means for $ONDS shareholders - not only is management consistently diluting shareholder value through acquisitions, the companies they acquired are also incentivized to short the company to obtain more shares

~40% short interest is not normal and does not represent retail shorting the stock - retail can't possibly bring the short interest up to that level

before you direct your anger at me, take a step back and consider if you want your hard earned money to be placed in a company that has always put shareholder value last

this is something the 2 accounts I mentioned will never talk about because they are paid to be bullish

the S&P is up 13% YTD, and QQQ is up 20% YTD - defending a stock that is down 35% YTD with a short interest of ~40% is not what good investors do

my last piece of advice is not to get married to any stock, especially one that puts shareholders last

[TKN @tkn100x]

$ONDS

i just want to remind everyone that @YoYInvestor and @BMSInvests are the most disingenuous accounts to follow for investment advice btw

they somehow managed to bullrope finx into buying this dogshit stock

normally i would say NFA but this IS investment advice, don't blindly listen to these paid schills and do your own research

[TKN @tkn100x]

@fourty40y my point being out of the major US drone companies, $ONDS has the highest short interest with one of the lowest insider ownership percentages

this is not a coincidence

[TKN @tkn100x]

improving every day

$70 > $1.7k, holding a moonbag

[TKN @tkn100x]

@retard3dinvst0r hike = down
no hike = down
steady = down

can't win

[TKN @tkn100x]

calm lil cook

+2.4k

[TKN @tkn100x]

@kevinxu shouldn't have bet against Trump

[TKN @tkn100x]

@retard3dinvst0r the kippah stays on eh 🤣🤣

[Dr. Whale @DrWhaleReal]

BIGGEST. BULL. RUN. STARTING. MONDAY!

[zerohedge @zerohedge]

"there is currently a 3.7-year wait in the US just to get permission to connect to the power grid. Before a single cable is laid or transformer is purchased, AI data centers are stuck in a massive traffic jam." - Goldman

it's ok, hyperscalers can just recycle electricity, same way they do revenue

[Small Cap Snipa @SmallCapSnipa]

$IREN SECURES NEW MULTI-YEAR CONTRACT WITH LEADING FRONTIER AI LAB

[Cantonese Cat 🐱🐈 @cantonmeow]

I really think $CIFR is getting close here.

[Babyfolio @babyfolio]

As expected, $NVDA just delivered an absolutely amazing quarter. They showed growth is accelerating far faster than expected.

That’s a rising tide for the entire AI infrastructure stack, and I’m super bullish on the whole AI trade:

Neoclouds: $NBIS $CRWV $IREN
Memory: $SKHY $MU
Interconnect: $ALAB $CRDO $ANET
Photonics: $MRVL $COHR $LITE $AAOI

The AI infrastructure trade is far from over, hope you didn't rotate to software, we're still in the beginning.

[The Tech Investor @TheTechInvest]

🚨JUST IN🚨

JENSEN HUANG

WE ARE THE ONLY COMPANY IN THE WORLD THAT CREATES, BUILDS, AND OFFERS AN ENTIRE AI FACTORY PLATFORM.

Bullish for $IREN; the first neocloud trusted by $NVDA for this mission.

[mon @moninvestor]

I think we are watching compute become a new commodity in real time.

CME plans to launch compute futures in October.

Think about what that means.

- Oil has futures.
- Natural gas has futures.
- Electricity has futures.

Now compute is heading in the same direction.

AI companies are spending hundreds of billions building infrastructure, but they still have very little protection against compute prices.

Compute futures change that.

AI companies can lock in future compute costs, while neoclouds can lock in future compute revenue. Lenders can better price the GPUs backing their loans, and data center developers can hedge some of the risk of spending billions today on capacity that may not come online for years.

But I think the bigger story is what happens if this market actually works.

Compute starts becoming a financial commodity that can be priced, traded and hedged years into the future.

That changes how I think about the entire AI infrastructure stack.

Power → Data centers → GPUs → Compute → Financial markets

The companies controlling scarce power, infrastructure and GPUs effectively become the producers of this new commodity. AI companies become the consumers and Wall Street builds the financial market between them.

Things are about to get very interesting.

[matthew sigel, recovering CFA @matthew_sigel]

OVERHEARD: Anthropic has 70–80 LOIs in the market for data center capacity

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

Congratulations to @IREN_Ltd on achieving NVIDIA Exemplar Cloud status for its NVIDIA GB300 NVL72 deployment.

This validation reflects close engineering collaboration and gives enterprises confidence that demanding AI workloads can perform reliably at scale on IREN’s AI Cloud.

Learn more ⤵️

[Jensen Huang @JensenHuang]

https://t.co/WPqpdj0p2T