Capybara Stocks (@capybarareborn) 's Twitter Profile
Capybara Stocks

@capybarareborn

Thesis on personal investments. Follow at your own risk.

ID: 1967303384744206336

linkhttps://youtube.com/@capybarareborn calendar_today14-09-2025 19:04:22

773 Tweet

27,27K Followers

17 Following

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Funny thing is Mike Winston & George Murnane have everything to gain by stoping ATM and dilution and everything to lose by pressing it. It might be the first case of shareholder interest alignment with management. Question is do they see it yet? Or not.

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Crypto has a new category, Digital Credit. For those of you that don’t know, crypto treasuries now call Digital Credit preferred equity that is senior to common shares and pays a fixed dividend. Strategy has now raised ~$9 billion in a series of digital credit, the most popular

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$JTAI has implemented a shareholder rights plan also known as poison pill. This means any 13D filer looking to purchase more than 10% without board approval will get automatically diluted. Typical board defence tactic against a management change.

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“The rights will not prevent a takeover, but should encourage anyone seeking to acquire the Company to negotiate with the Board of Directors of the Company (the "Board") prior to attempting a takeover” from Jet.AI Inc. (NASDAQ: JTAI) PR. Things should get interesting now.

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Netflix’s House of Dynamite is an interesting case for people to watch. Analysis and planning often assumes logical strings of events as if mechanical robots optimised best outcomes. In reality, humans, each with their own world of thoughts, personal issues and emotions execute

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$GRAL down 50% after hours. Another hit incoming for investor $HIMS. Wonder if $GRAL worth a look at though and at what levels.

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Two weeks on the dot. Wonder if bottom will end up being network average around $56k. Clarity act needed to turn back crypto.

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First time $BYND earnings will be as expected by retail in its history. Let’s see how they rise to the equation. Volatility likely to be high either way.

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Ethzilla has rebranded itself as Forum. Essentially this is now a company that has inherited a cap table of about $150m in assets, which now include jet engines and mortgage bonds instead of just ETH. With that cap table, it has inherited a class of shareholders who are down on