Dim Mak

[Dim Mak @tsims159]

@Mr_InZanity @Browpeak @CoolITSystems This feels like I’m talking to someone who voted for Hilary. Incapable of original thought. Possessed by the ideologies of others to forward an illegitimate agenda. Pointless to argue further.

[Dim Mak @tsims159]

@Mr_InZanity @Browpeak @CoolITSystems Given your weak opinions and lack of fact based arguments, I’m getting a sense of Morpheus in your tone. Stick to your day job for everyone’s sake.

[Dim Mak @tsims159]

Another troll expressing his feeling that reflect his portfolio. Consider this, hoss. Accelsius NeuCool tested to 4,500W+ per socket, hitting the test rig’s power limit, not any cooling/physical barrier. Pure engineering headroom for next-gen chips. ZutaCore is at ~2,800W, but lacks raw thermal scalability & future-proof density which is why Samsung and Mitsubishi funded a Series C (R&D) round. Data doesn’t lie.

[Dim Mak @tsims159]

@Mr_InZanity @Browpeak @CoolITSystems You sure do talk a lot. Have to wonder if there is any thinking done prior to.

[Dim Mak @tsims159]

@Mr_InZanity @Browpeak @CoolITSystems Careful not to mix up FWIK and FWIT. Also keep in mind, ‘research’ has near zero value. ‘Analysis’ is quite different…depending on who is conducting it of course.

[Dim Mak @tsims159]

@Mr_InZanity @Browpeak @CoolITSystems So many people on X and other forums claim to have conducted “deep research”…from the confines of their office and laptops. Get on a plane and go ask the hard questions in person . Then watch your returns take on a new trajectory. This lesson is free, and more to come soon.

[Dim Mak @tsims159]

@Mr_InZanity @Browpeak @CoolITSystems You haven't done much research at all have you? Let alone analysis. There is no need at the moment for 4.5kW TDP let alone 7.5kW. Accelsius technology can be scaled to 7.5kW and well beyond in a matter of weeks and some simple engineering. Maybe look into the science next time.

[Dim Mak @tsims159]

@x_times_1 DM me

[X_times_1 @x_times_1]

$INV Through the last two quarters, Innventure's company Accelsius has book at over a $200M run rate. This will turn into a similar run rate of revenue. At 10x sales, Accelsius should be a 2B market cap. That implies $10.95 shares minus a discount for risk.

I ascribe $1.30-$1.50/ share of value to Refinity and AeroFlexx. This means we are on a short path to north of $12/sh, IMO.

This is one of several ways I arrive at my $10/sh EOY target for 2026 and $20 target for EOY 2027.

What needs to happen:
Continued booking at >200M/yr run rate.
Ramp of revenue consistent with >$100M eoy run rate.
Continued communication to the street about Innventure and it's companies - especially Accelsius!

I have high confidence these things will happen.

[Dim Mak @tsims159]

@joceyreyes209 @nick88886666 Ha! Someone fed ChatGPT their poorly informed opinion and asked it to make a diagram to support it 🤣 ChatGPT will also confirm any gender you ask it to. Best of luck in the markets!

[SteveQB @SalesQBWilson1]

$INV
@braden_tewinkel

[Dim Mak @tsims159]

@sDolaBull $inv très bientôt

[sDOLABull @sDolaBull]

Wen moon $INV????

[Dim Mak @tsims159]

In studying this for a short time, you’ll learn that two phase cooling is the only technology that exists which can economically cool next gen chips. @AccelsiusATX and @ZutaCore are the only two companies that have it. $INV is the only way to gain exposure. They own 44% of @AccelsiusATX

[Emil Hartela @emilhartela]

One of the biggest bottlenecks in AI is not $XFAB or $SIVE. It is cooling.

So I mapped the entire liquid cooling supply chain in one thread, every listed name from $VRT and $MOD to $AVC, $CC and $SOLS, across single phase, two phase and immersion. 👇

[Dim Mak @tsims159]

@emilhartela Precisely. This is why @AccelsiusATX two phase cooling is the only future viable product on the market right now. The only way to invest in @AccelsiusATX is by buying $INV . Stand by for Monday.

[Emil Hartela @emilhartela]

Everyone is looking at $XFAB and $SIVE right now.

But there is a quieter bottleneck sitting one layer down, the one both Jensen and Goldman have already flagged: liquid cooling.

So I decided to map the entire liquid cooling supply chain, every name, in this thread.

[Dim Mak @tsims159]

@Bullstkpicks @leadlagreport Correct

[Bull Stock Picks @Bullstkpicks]

@leadlagreport At some point around 2029-2030 it may be a bubble. Hear we get minor / healthy 7% maybe 10% pullback in continuation of the secular bull market