Sports and stocks. Nothing that is shared from this account is considered advice. You make your own decisions. Cheers

Joined March 2022
Hey @jonisaac tell your dad to just take his damn @AiFiCorp company out behind the barn and put a bullet in it. End the misery
1
73
$GRRR I think it will be extremely important that @GorillaTechGrp answers the markets call. If they prove they can secure funding the markets will reward stakeholders. I believe thats why Jay's comments at end of September regarding "final stages" for funding has not had any effect.
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
1
14
1,125
$GRRR "We're in the final stages of also closing roughly around 1.5 billion in vendor financing for GPU assets" This was recorded originally on September 30th. Not sure how long "final stages" will take but its already been a few weeks.
3
4
50
5,652
$GRRR Down 40% in seven trading days. Lowest daily RSI in over 2 years. Trading sub 1x p/s for 2026 and .3x 2026 estimates. Estimates have ebitda 10mil for 2026 and 360mil for 2027. Heavy shorts, piggybacking off $crwv concerns. But Gorilla debt load is no where near crwv. 180mil in cash -> 200mil mc Price targets range from 24 -> 44, avg 34.
4
1,118
You can now own $GRRR at .65 next years consensus ebitda, while growing that ebitda 32x y/y. Current daily RSI @ 21. Most oversold the stocks been in over 2 years.
420
$GRRR ceo jays call with zacks analyst a week ago. Yotta - nvda - scmi - gorilla ahead of schedule 1/2
1
1
398
$GRRR '26 estimates @ 205m rev & 10m ebitda '27 @ 655m rev & 363m ebitda '28 @ 1.6b & 1.07b Insane growth 2028s expected ebitda is 3.5x todays market cap. 24 months
$GRRR Overreacton imho market cap below $292M now insane... Gorilla’s own target for 2027 is $450–500 million in revenue 😯
1
1
5
744
Take it fwiw but $AIFC trades at 0.42 while its book value sits at 6.92. Sure its primarily because of its $WLFI assets it holds. But if you think wlfi has any future value, @AiFiCorp AIFC could be a golden ticket. Expecting updates on the unlock happening this week. Its been a real disappointing trailing 12 months, hopefully they can get on right track for the next 12m.
6
2
10
1,709
This is twice now in the last two weeks Brian has mentioned "AiFi". Yesterday we saw that Ryan Ballantyne (who has been with Coinbase institutional) joined the $WLFI team. Can we read the tea leaves here @building_KR ? Investors could use a lifelife here for $AIFC + $WLFI
I often get asked about Coinbase's area of focus, since we build products for multiple customer segments. The answer is that we build better financial services powered by crypto technology. Crypto is updating every aspect of the financial system from trading to payments to tokenization to agentic finance (AiFi). We have a common platform we've built (custody, licenses, exchange liquidity, stablecoin integrations, fiat integrations, etc) that power all our products and give us economies of scale, and some network effects. By improving financial services for retail, advanced traders, businesses, institutions, and developers, we can leverage these common foundations, and make progress toward our mission of increasing economic freedom.
8
2
2
20
5,847
Didn't your parents ever teach you that you dont always get want you want gundlach
30 year maturity Treasury bond holders want Fed hikes, not more Fed committees.
193
You know sometimes kids deserve an ass whooping.
Let me say it again: ₿uy the dips!!! $BTC $ETH
1
224
Uhh Tom... oil prices are a lot lower $BMNR $ETH
This quoted post is unavailable.
464
These next couple weeks will be special, mark it $ETH $BTC
1
388
Very special indeed...
70
Okay Rick was a pretty good indicator. Now when Steve Weiss tries to illustrate war conflict on cnbc we really need to pay attention.
Rick shows emotion when talking about bond auctions. Never heard him speak on equities in the manner he has today.
165
I doubt the president had an actual hand in the cookie jar. It was his three sons + Steve witkoff (the president right hand man) sons alex and zach. These kids knew they had close ties to the most influential names and there would be no recourse for any wrongdoing when the 4 years time was up.
124
Look at these scum bags. @zakfolkman @DonaldJTrumpJr @EricTrump @ZachWitkoff @WatcherChase @Alex_Witkoff They fleeced billions and tried to cover it up with deleted posts and complete rebranding from ALT5 Sigma to Ai Financial Corp $AIFC @coffeebreak_YT would do wonders in exposing these f*cks and getting it out to the public.
1
6
809
And here we find ourselves 2 months later at 31 $gtlb
Wouldn't be surprised to see $gtlb back at 30+ in pretty short order. Earnings were good, Google owns large stake, authorized 400m share buyback and ceo just bought shares in open market at 38/sh dec. 31.
2
626