Black Panther Capital (@blackpanthercap) 's Twitter Profile
Black Panther Capital

@blackpanthercap

High-conviction value investor: 100% transparency on portfolio allocations. Never buy or sell based on my tweets. This is my only profile. Not financial advice.

ID: 1195678013318451202

calendar_today16-11-2019 12:21:03

3,3K Tweet

10,10K Followers

204 Following

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While $IREN, $NBIS, $CIFR, $WULF, $META, $GOOG, $AMZN & $MSFT build and scale their data centers. The demand for copper is set to 6x. Copper stocks to watch: > $SCCO > $IE > $HBM > $TECK > $BHP > $RIO > $NEM > $ERO > $ASCU Note: this is not financial advice.

While $IREN, $NBIS, $CIFR, $WULF, $META, $GOOG, $AMZN & $MSFT build and scale their data centers.

The demand for copper is set to 6x.

Copper stocks to watch:

> $SCCO
> $IE
> $HBM
> $TECK
> $BHP
> $RIO
> $NEM
> $ERO
> $ASCU

Note: this is not financial advice.
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👀PRE-MARKET ACTIONS: Steady PM today after $NVDA earnings yesterday. Calm before the storm? 🟢 $OSS +0.00% 🟢 $IREN +0.00% 🟢 $CIFR +0.18% 🔴 $NBIS -0.15% 🟢 $RKLB +0.85% 🟢 $ONDS +0.10% Overall Status: 🟠

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$META put the down payment on my house. $PLTR bought me my first motorbike. Sold the bike. Got back in. Started over again. That was 16 months ago. Now I’m holding $IREN $CIFR $NBIS $ONDS $RKLB and $OSS until 2030. The goal is simple: Pay off the house. Maybe quit the job.

$META put the down payment on my house.

$PLTR bought me my first motorbike.

Sold the bike. Got back in. Started over again. That was 16 months ago.

Now I’m holding $IREN $CIFR $NBIS $ONDS $RKLB and $OSS until 2030.

The goal is simple:

Pay off the house. Maybe quit the job.
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I’m the CEO of a publicly traded company. We announced a secondary offering last Tuesday. 15 million new shares. I want to be precise about what a secondary offering is. It means we created new shares from NOTHING. Then we sold them to new investors. Which means investors

I’m the CEO of a publicly traded company.

We announced a secondary offering last Tuesday.

15 million new shares.

I want to be precise about what a secondary offering is.

It means we created new shares from NOTHING.

Then we sold them to new investors.

Which means investors
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Is SaaS dead? Here’s what’s actually happening. SaaS stocks have dropped 20–30% since late 2025. $CRM (Salesforce) $NOW (ServiceNow) $WDAY (Workday) $DDOG (Datadog) $SNOW (Snowflake) $ADBE (Adobe) $HUBS (HubSpot) $ORCL (Oracle) All hit. Hard. The fear? AI agents replace

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Realized two things this evening: > Wife is horny. > $IREN will make me rich. I call that a PERFECT day. Goodnight. Note: Not financial advice.

Realized two things this evening:

> Wife is horny.
> $IREN will make me rich.

I call that a PERFECT day.

Goodnight.

Note: Not financial advice.
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🚨BREAKING: Rocket Lab Completes Spacecraft Commissioning for NASA’s ESCAPADE Mars Mission. 🤑EARNINGS - DOUBLE BEAT: > Revenue: Q4 $180M > EPS: -$0.09 > Gross margin: Non-GAAP 44% > Backlog: $1.9B (+73% YoY) > Won $816M SDA prime contract for 18 satellites > Operational

🚨BREAKING:

Rocket Lab Completes Spacecraft Commissioning for NASA’s ESCAPADE Mars Mission.

🤑EARNINGS - DOUBLE BEAT:

> Revenue: Q4 $180M
> EPS: -$0.09
> Gross margin: Non-GAAP 44%
 > Backlog: $1.9B (+73% YoY)

> Won $816M SDA prime contract for 18 satellites

> Operational
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Jack Dorsey just fired half his company. and the stock went up 23% after hours. let that sink in. Block - $XYZ, the parent of Square and Cash App, just cut 4,000+ people. Nearly HALF the workforce. Gone. here's Jack's statement and it doesn't fuck around: "The

Jack Dorsey just fired half his company.

and the stock went up 23% after hours.

let that sink in.

<a href="/blocks/">Block</a> - $XYZ, the parent of Square and Cash App, just cut 4,000+ people.

Nearly HALF the workforce. Gone.

here's Jack's statement and it doesn't fuck around:

"The
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đź‘€PRE-MARKET ACTIONS: We are ending the week with a bang. đź”´ $OSS -0.55% đź”´ $IREN -2.80% đź”´ $CIFR -3.82% đź”´ $NBIS -4.69% đź”´ $RKLB -5.23% đź”´ $ONDS -2.50% Overall Status: đź”´

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Dario Amodei just told Pete Hegseth to go f*ck himself. and i mean that with the utmost respect. Here's what actually happened: The Pentagon gave Anthropic a Friday 5pm deadline: Remove ALL safeguards on Claude, or get blacklisted. Not just losing a contract. The same

Dario Amodei just told Pete Hegseth to go f*ck himself.
and i mean that with the utmost respect.

Here's what actually happened:

The Pentagon gave Anthropic a Friday 5pm deadline:
Remove ALL safeguards on Claude, or get blacklisted.

Not just losing a contract. The same
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🤯THIS IS HUGE! $ONDS added to WisdomTree’s NEW AI ETF. And with an allocation on 2,6%. More than $AVAV. And alongside $GOOG $NVDA.

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> Be more like Elon Musk > Born in South Africa, 1971 > Moves to Canada at 18. Had nothing > Drops out of Stanford after 2 days > Builds Zip2 in a tiny office, sleeps on sofa > Sells Zip2 for $300M in 1999 > Co-founds X.com with $10M > X.com

&gt; Be more like Elon Musk
&gt; Born in South Africa, 1971
&gt; Moves to Canada at 18. Had nothing
&gt; Drops out of Stanford after 2 days
&gt; Builds Zip2 in a tiny office, sleeps on sofa
&gt; Sells Zip2 for $300M in 1999
&gt; Co-founds X.com with $10M
&gt; X.com
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Fear & Greed Index sitting at 40 now. VIX spiked to 20+ today. But here's what nobody's talking about: Two of the index's core components are STILL flashing EXTREME GREED. Stock Price Strength (Net new 52-week highs on NYSE): EXTREME GREED. Stock Price Breadth (McClellan

Fear &amp; Greed Index sitting at 40 now. 

VIX spiked to 20+ today.

But here's what nobody's talking about:

Two of the index's core components are STILL flashing EXTREME GREED.

Stock Price Strength (Net new 52-week highs on NYSE):
EXTREME GREED.

Stock Price Breadth (McClellan
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🫣AI bears are going to hate this number. ONE THIRD of ALL U.S. GDP growth is now driven by AI. Not a third of tech. Not a third of the S&P. A third of the entire United States economy. Let me break down exactly what Pantheon Macroeconomics just found: The two engines

🫣AI bears are going to hate this number.

ONE THIRD of ALL U.S. GDP growth is now driven by AI.

Not a third of tech. Not a third of the S&amp;P.

A third of the entire United States economy.

Let me break down exactly what Pantheon Macroeconomics just found:

The two engines
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🤫 Pay attention. $IREN is being added to the MSCI USA Index today. This is not a rumor. This is not speculation. This is institutional forced buying from TODAY. Every fund that tracks the MSCI USA Index now HAS to own $IREN. You don’t get added to an index that covers 85%

🤫 Pay attention.

$IREN is being added to the MSCI USA Index today.

This is not a rumor. This is not speculation.

This is institutional forced buying from TODAY.

Every fund that tracks the MSCI USA Index now HAS to own $IREN.

You don’t get added to an index that covers 85%
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I rarely talk about my absolute HIGHEST conviction plays. But here they are. And here’s exactly why. 1. $IREN — The power behind AI Microsoft didn’t just make a bet on a data center company. They handed $IREN a $9.7 billion, 5-year contract with a 20% prepayment upfront.

I rarely talk about my absolute HIGHEST conviction plays.

But here they are. And here’s exactly why.

1. $IREN — The power behind AI

Microsoft didn’t just make a bet on a data center company.

They handed $IREN a $9.7 billion, 5-year contract with a 20% prepayment upfront.
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⚡️JUST IN: The President just blacklisted use of Anthropic from all United States Government Institutions. There will be a 6 months phase out.

⚡️JUST IN: 

The President just blacklisted use of Anthropic from all United States Government Institutions.

There will be a 6 months phase out.