Leon Rose slept on couches to get Rick Brunson an NBA job. His son Sam is now Jalen’s agent. Rick coaches him daily. Leon built the entire roster. They’re all in the Finals together. This is bigger than basketball. 🏀 #NBA #NBAFinals

This whole Zcash thing keeps getting wilder. Today I got a call from yet another billionaire who also happens to be the largest Zcash miner. He shared his entire thesis. To be 100% clear, I have not owned Zcash since 2017. I am not getting paid to post about it. But I am watching

$ASST getting a tingly feeling on this one

It was a 7 bank syndicate that worked on the convertible note for $IREN. Only 3 of them cover $IREN now, 4 don't. Cantor is the first to update their price target or initiate coverage. Cantor: $55 (9/22) -> $100 (10/14) ✅ Macquarie: $55 (10/9) Canaccord: $42 (9/15) Citi: Goldman: Jeffries: Moelis: Who's next? 👀 x.com/_Sgr_A_Star/status/197…

$MP $IDR

$MP $IDR

$IDR gives you gold rare earth exposure Low float

$MP $IDR

$MP $IDR

$IDR Capturing gold rare earth metal Both trends clicking right now

Trying to figure out how high this ~15M shares / stock price can go to? $IDR is going to be making dollar(s) per share in earnings at these gold prices. Then you look at their strategic, critical-metals projects. YEARS of hard, focused work John Swallow and team have created AND NOW THE TIMING with a gold bull? Oh boy oh boy. TWO HIGH ENERGY SITUATIONS: A tightly held stock, profitable gold junior with key U.S. CRITICAL METAL projects. I have a difficult time taking profits as I near a 100X, this has all the conditions of going even higher than my biggest targets from years back... I used to joke a bit, but not really, that $IDR could spike up to $100 a share. Now that this is well-underway, I consider the above conditions, an EXTREMELY critical situation (not just gold price) with rare-earths in a war with the dominant rare-earths player/supplier to our critical industries and even more so, our national defense! The entire situation is beyond critical and personally am SHOCKED HOW SLOW and LONG it took the political powers, elite to respond!! Makes you realize how incompetent the national policy front is when it comes down to all of this... playing "war" with your enemy -- UNLEASHING OFFENSIVE MOVES WHILE NOT HAVING YOUR DEFENSE ASSEMBLED. Absolutely shocking amateur-hour behavior if you ask me. These are not the actions of a super-power, not of a leader, but one reacting in a state of chaos. I hope we can fix our chaos at home, the easy days of being an unchallenged Empire are over, and finally seeing certain steps needed to fix some of the many issues that can NO LONGER be IGNORED. So when you look at the sudden surge of capital, interest, bonanza starting in critical metals, I feel confident that my top two investments, for years now, comprising ~70% of my portfolio value, are into U.S. GOLD-SILVER-CRITICAL METALS -- $bmm.v and $IDR 7 of the REE plays that trade at $1B market caps have zero revenues. IDR's is $795M and producing highly profitable gold ounces which translates beautifully to their very low-count of shares. Add their critical metal projects, which the USGS lists among the key ones in the USA, I think I am going to be very slow in selling any shares into this rally, the stock does not look overvalued to me... yet. I will keep reassessing as we see the run develops. Obviously a situation could develop where this does not run to just $100/share now (such as a huge market crash that takes all down with it in a liquidity event), but in today's fast moving markets, a much more intense situation with much higher share prices could develop. Then I will need to take a strong look at the valuations and see if the market is going overboard. It has been on the OPPOSITE side of the valuation spectrum for MANY YEARS. Now I expect years of over valuations until the critical situation eases... and when it comes down to these metals, mining. It does not resolve itself in weeks, months or a year. It will take YEARS. Gold Critical Metals 🇺🇸

$1.0bn $IREN convertible: • 0% coupon • No dilution until ~$120/share (100% premium) • Best priced >5yr convertible w/ no put since 2021 • Strong long-only order book • 3rd convertible issuance in 10 months Congrats to the team!

As the reposted story shows, $CCCX is leading the quantum race real revenue, real tech. But the market hasn’t caught up. Even if quantum settles in, parity with $RGTI still puts $CCCX north of $60.

$IREN is a $100B company because of this: “All the hyperscalers and major Al labs are materially short compute, which puts IREN in a unique position given it has: 1. The land 2. The power 3. Access to capital 4. Data center expertise that could allow it to become one of the biggest providers of compute in the world." This is not a biased shareholder statement. Cantor Fitzgerald said that literally.