An independent short-only invst. research firm. X is Not Fin Advise. Short: https://xitter.cf/t.co/ofRJpAEMjI Macro Credit: https://xitter.cf/t.co/zJJixDTTDn
Ridgefield, CT
Joined March 2021
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We have some news to share with you.
We are launching a short-biased fund. We are thrilled to announce that @michaeljburry will act as a senior advisor to our fund, Minerva Investment Management LLC.
An abridged note below.
Wait, we have FTC?
The US Federal Trade Commission and 20 states sued Dollar General on Monday, alleging the discount retailer routinely charged customers more than the prices displayed on shelves or in advertisements bloomberg.com/news/articles/…
Unicus retweeted
Oilers head coach Mike Babcock has a simple message: compete harder.
“It doesn’t matter what you do if you don’t compete harder than the other team. You’re not going to have any success.”
After giving up too many odd man rushes and slot chances, Babcock made it clear that Edmonton’s details, urgency, and commitment have to rise.
No shortcuts. No excuses. Just a higher standard.
Unicus retweeted
Learning so much out here with leads we could not find behind the keyboard - including stumbling upon a 700-acre, 1.2GW planned Cloudburst site which is scheduled to come online in 2027…construction has not begun
👇
Welcome to day two of the data center tour. Yesterday our team toured around the Omicron Vantage sites and the co-located Rogers Road site. These two sites are going to be behind the meter data centers. And what is that? It’s very important to talk about. Here is @m3_melody from the ground.
Click to watch the full video:
He said WHAT?
$NBIS CEO Arkady Volozh Says Debt Markets Closed for Neoclouds Since Last Week
"We have a pretty healthy balance sheet. We always thought about being more conservative here. We used all kinds of instruments. From last week, probably some of the capital sources are temporarily closed, like the asset-backed or debt market. But we're working now with customer advances and several other instruments,which will probably provide us enough finance to build this gigawatt at least."
Welcome to day two of the data center tour. Yesterday our team toured around the Omicron Vantage sites and the co-located Rogers Road site. These two sites are going to be behind the meter data centers. And what is that? It’s very important to talk about. Here is @m3_melody from the ground.
Click to watch the full video:
🚨Breaking from the ground on Data centers:
Hyperscalers: Our Unicus Research Team Is On The Road - Intro Vlog Day 1 @m3_melody
This intro is accessible to all. Access below.
contrarianunicus.substack.co…
To anyone who pre-buys (report will be delivered next month on data centers) will get a one year complimentary Confidential Insight membership.
Stay tuned.
Insane
Thanks @m3_melody and @TravisREMindset for doing the great work
We have the exclusive….access to detailed report. Stay tuned for vlogs in substack as well.
Up for a chill afternoon at the community pool? The noise, natural gas odor and awesome view guarantee a good time.
@TravisREMindset
@UnicusResearch
GAME ON 🏒
The puck is down between the #Oilers & Maple Leafs!
📺: @Sportsnet
📻: @CHED880
#LetsGoOilers
Barclays is shifting away from being the house built by fixed income to focus on equities. bloomberg.com/news/articles/…
🚩🚩Are insurance companies quietly going bust?
- Yes. there was one in 2024 - with PE firm sidekick, Golden Gate Capital. It won't be resolved until 2027.
Is the mainstream media covering before it happens?
- No
Last time, we looked back at five insurance disasters.
This time, we are asking the uncomfortable question.
Is any of that happening now?
The answer is yes. And it is "legal."
See below to access the insurance company that quietly went bust.
Is your retirement safe? probably yes, or maybe.
Be in the Know: contrarianunicus.substack.co…
🚨Our team is on the ground to do investigative, proprietary research on Data centers.
As we mentioned earlier, to book for our exclusive deep dive report - early bird pricing is below:
Early Bird pricing for proprietary report on hyperscalers: buy.stripe.com/9B6dR9gOofi40…
Limited spots open.
Details here: Boots on the Ground: Our Unicus Research Team Goes To Texas.
Timeline: 12 days. 7 sites.
One question: What is really being built?
Here is what we are covering: Hyperscalers to Chip Fabrication Plants.
Where we are going:
San Antonio: Vantage and Microsoft
El Paso: Meta and BlackRock
Abilene: Stargate and Lancium
Shackelford County: Vantage Frontier
Granbury: MARA Holdings
Grimes County: Terafab
Matagorda County: MARA Holdings and HIF (time permitting)
What we are tracking at every site:
- Debt: Who owns the building. Who holds the paper.
- Power: Permits filed and not filed. Where the electricity comes from. Behind-the-meter builds.
- Water: How much, from where, and which aquifer.
- Community: Who pays. Who benefits. What locals actually think.
- Litigation: What is pending and who is exposed.
- Land and taxes: Incentives, abatements, and the effect on local housing. and more.
How you get access to this proprietary information?
buy.stripe.com/9B6dR9gOofi40…