MangoMan68

[MangoMan68 @wiglets256]

RT @GavinSBaker: Such a fun day with so many old friends.

Always a little sad to leave Starbase.

Per aspera much of the time so important…

[MangoMan68 @wiglets256]

Snifffffffff

[David 🏹 @d_gilz]

HPE my next Intel I think

[MangoMan68 @wiglets256]

@AviFelman Rotation to Vacheron (I pray)

[MangoMan68 @wiglets256]

@chumbawamba22 $FLEX

Spin off biz is AI infra power/cooling, guidance 2027 +65%-75%, 2028 +80%
Spinco valued at only 3.5x 2027 sales, low relative to ai infra peers etc etc

[MangoMan68 @wiglets256]

@bubbleboi FLEX stills seems very cheap after guidance

[MangoMan68 @wiglets256]

@0xMerp Shilling

[MangoMan68 @wiglets256]

@dallas_dia61451

[MangoMan68 @wiglets256]

$CVNA fraud coming out next week, hang tight patriots

[MangoMan68 @wiglets256]

How many retail investors and short only funds have to get blown out to realise that CVNA is not Enron and quit this bizzare group psychosis? In reality it is a phenomenal business growing massively YOY, benefiting from low IR financing moat.

You will see 4 digit $CVNA

[MangoMan68 @wiglets256]

@chumbawamba22 No regards,

Dr Sosin

[MangoMan68 @wiglets256]

@TMTLongShort You think there is a clear winner between commercial and home humanoids? Or both see success?

[MangoMan68 @wiglets256]

@chumbawamba22 INTC

Trump wants to decouple from China and not keen on defending Taiwan which is currently single point of failure

ASI is a national race and INTC is the only American foundry, of course large gov equity stake

[MangoMan68 @wiglets256]

@maybeltr Vombatus hitlering his keys

[MangoMan68 @wiglets256]

@TheCryptoNexus @gammichan Yeah festival of speed well worth it

[MangoMan68 @wiglets256]

@0xLoris Ill do it for a million rupees

[MangoMan68 @wiglets256]

@0xLoris

[MangoMan68 @wiglets256]

@knveth Holy fuck the LPs are gonna love this

Let us know if it rapes you! Another big cheque will be coming your way

[MangoMan68 @wiglets256]

@Wild_Randomness @Evan_ss6 Spin-off go BRRRR

[MangoMan68 @wiglets256]

@comfortablylong No spieth longs…..

[MangoMan68 @wiglets256]

@TremendousNukes Never forget the Drift cars