Ergo Creo Sum. I can only be early. I'm hardly ever wrong.
Joined May 2018
- Tweets 7,147
- Following 677
- Followers 459
- Likes 119,704
760 Photos and videos
Pinned Tweet
23 Sep 2025
Below is my long thesis on Hyliion $HYLN
I'm personally invested in their KARNO project as I believe the next few years bode well for the company.
@Ssaasquatch you may want to have a look.
FYI: this is not investment advice.
4
3
27
7,228
Dami Russell Blankfein retweeted
Anything you can have without Christ is not what Jesus died to give you.
Elon musk became the first trillionaire without being a Christian and paying tithes. π
8
220
887
23,923
While much of the market remains focused on the growing demand for AI computing power, the real opportunity at VivoPower $VIVO lies in the infrastructure needed to support it. Following the planned separation of its Tembo EV business, the company is positioning itself around its 41.5 MW powered facility in Mo i Rana, Norway, a strategic asset in an increasingly power-constrained market.
A base level of infrastructure-related cash flow helps support the investment case, while the larger opportunity rests on the company's ability to secure long-term AI leasing agreements. Combined with access to low-cost Nordic hydroelectric power, successful tenant conversions could drive strong margin expansion and earnings growth.
This is ultimately an infrastructure-led AI opportunity rather than a software or semiconductor story. With the foundations already in place, investor focus over the next 12β18 months should be on lease agreements, tenant conversions, and the company's ability to execute against key operational milestones.
Check out the thread for the full breakdown ππΎ
1
11
923
When valuing Ouster Inc, the key question isn't whether self-driving cars will dominate the future. It's whether industries today need intelligent 3D sensing solutions to improve safety, efficiency, and automation across warehouses, industrial facilities, and traffic networks.
$OUST is looking beyond the automotive hype cycle, focusing instead on becoming a core infrastructure provider for the emerging Physical AI economy. Its technology addresses real-world needs that already exist today.
For investors, the opportunity lies in its diversified growth strategy, software-driven margins, and debt-free balance sheet.
Which of these factors do you findmost concerning when assessing the stock's risk-reward potential?
1
26
Dami Russell Blankfein retweeted
Jun 14
Elon Musk got rejected by Netscape. He walked into the lobby, was too shy to talk to anyone, and walked out. Never got the job.
At his first company Zip2, the board demoted him. Twice. They refused to let him be CEO.
He got fired from PayPal as CEO while flying to his own honeymoon. The board voted him out mid air.
He almost died of malaria in 2000. Ten days in intensive care. Lost 45 pounds. A day from death.
His first child died at 10 weeks old.
His first rocket exploded. Falcon 1, flight one. Burned on the pad.
His second rocket exploded.
His third rocket exploded. The last of his money was nearly gone.
Tesla nearly went bankrupt in 2008. The closest he ever came to a nervous breakdown.
Both companies almost died on the same Christmas Eve.
He was sued by investors. Mocked by the people who built cars before him.
His childhood heroes, the astronauts who inspired him, testified against his company to Congress.
The Cybertruck window shattered on live stage in front of the world.
He overpaid for Twitter by his own admission and watched its value collapse.
He was beaten unconscious as a child and thrown down a flight of stairs.
He has said he goes to sleep alone and it kills him.
He failed in public, over and over, for thirty years.
He is the richest man in the history of the world.
The difference was never the absence of failure. It was the refusal to stop after it.
367
4,594
25,414
536,483
Dami Russell Blankfein retweeted
Jun 14
If I had Elon's money I would solve world hunger instantly.π‘
Sent from a device purchased with with a sum of money that could have been used to feed an Ethiopian family for a year, but wasn't, because my generosity is purely hypothetical.
232
1,478
18,176
218,802
Dami Russell Blankfein retweeted
Jun 14
REMEMBER WHO YOU ARE
7,286
99,435
458,562
8,177,896
Dami Russell Blankfein retweeted
LEWIS HAMILTON TAKES HIS FIRST VICTORY FOR FERRARI !
82
5,106
34,323
433,354
Dami Russell Blankfein retweeted
LEWIS HAMILTONβS FIRST VICTORY FOR FERRARI!! π₯
1,402
32,995
119,916
1,637,027
This follow-up report examines $ADUR Aduro Clean Technologies and the execution of its modular licensing strategy.
The investment case remains highly compelling, with meaningful upside potential over the next 12 months .
If you found this analysis useful, please share it so others can benefit as well.
Assessing $ADUR requires looking beyond traditional pre-revenue valuation metrics and focusing on the opportunity's risk-reward profile. The company is deliberately shifting from lower-margin testing services to a higher-margin global licensing model.
The downside appears relatively well supported by its patent portfolio and strong cash position, while the investment case on the upside depends on management successfully turning existing engagements with major industry players into recurring royalty revenue.
It is an attractive asymmetric opportunity where regulatory requirements help drive demand, its water-based chemistry provides a competitive advantage, and its asset-light business model creates significant potential for earnings growth.
2
3
23
2,390
Dami Russell Blankfein retweeted
Jun 13
The sooner you know, the better
70
2,772
22,590
360,975
Dami Russell Blankfein retweeted
Jun 12
If you ever think you're retarded, just remember there are people driving Teslas, using X Premium while connected to Starlink, complaining about Elon.
313
1,687
27,261
206,799
Dami Russell Blankfein retweeted
Jun 12
A man working as a welder at SpaceX for $28 an hour has just become a millionaire.
Juan Hernandez, who came from Mexico, welded rockets for SpaceX at $28 an hour.
SpaceX gave him $10,000 in stock when he went full time in 2015, and he bought more with every paycheck for 10 years.
$SPCX is now trading at $167, making his shares worth over $1 million.
1,927
6,290
58,901
6,157,402
Dami Russell Blankfein retweeted
Jun 12
Neuralink is still going to IPO in the next decade at $60-100 billion lmaoo .
Just one guy
14 Apr 2022
Tesla, SpaceX, The Boring Company, Neuralink and potentially Twitter.
Fucking Legend
9
46
190
26,522
Institutional sentiment towards AmpliTech ($AMPG) remains cautious, largely due to the scepticism often associated with micro-cap stocks and their volatility. However, beneath the market noise sits a debt-free balance sheet and a strategic shift towards higher-margin opportunities .
A key element of the investment case is the company's move towards longer-term, mission-critical contracts across telecommunications, satellite communications and defence. As letters of intent continue to convert into funded purchase orders, revenue visibility is improving, allowing investors to better assess the company's growth trajectory.
The next 18β36 months will be critical in determining whether management can deliver on its strategy. Whilst the market continues to price in execution risk, a pathway towards improved profitability and a potential valuation re-rating is becoming increasingly visible if operational milestones are met
1
174
Dami Russell Blankfein retweeted
Jun 10
George Orwell on writing:
38
6,088
36,322
387,173