STRAT (@strat_oh_caster) 's Twitter Profile
STRAT

@strat_oh_caster

life long trencher

ID: 1861786034335322113

calendar_today27-11-2024 14:56:10

1,1K Tweet

115 Followers

169 Following

STRAT (@strat_oh_caster) 's Twitter Profile Photo

I’m scared I’m going to try and scoop up some more $inv and a hyperscaler contract is going to get announced before I can 😭

STRAT (@strat_oh_caster) 's Twitter Profile Photo

Took a fat loss after this screenshot. Should’ve sold.. but the portfolio has never looked better after entering new position. Excited for Q2 update.

LMC (@lm__capital) 's Twitter Profile Photo

$inv Adding a few here Happily take the traders shares. They can’t dump into an illiquid name. Forced selling equals mispriced shares

The Real Greg Reyes (@joceyreyes209) 's Twitter Profile Photo

$INV …. I have been doing a lot of work on Accelsius this weekend as well as giving deep thought to the implications of the NeuCool IR150. Think about it … the NeuCool IR1500 is a fully integrated rack. The customer gets an immediately deployable state of the art two phase

LMC (@lm__capital) 's Twitter Profile Photo

$inv Reposting again Everyone still has eyes on the memory and photonics trade $SNDK $MU $DRAM $LITE $COHR $SIVE Whilst there might be some more room in these still, they are becoming somewhat crowded. Exactly why Goldman is saying liquid cooling is the next trade like

$inv
Reposting again 

Everyone still has eyes on the memory and photonics  trade $SNDK $MU $DRAM $LITE $COHR $SIVE

Whilst there might be some more room in these still, they are becoming somewhat crowded. 

Exactly why Goldman is saying liquid cooling is the next trade like
LMC (@lm__capital) 's Twitter Profile Photo

$etn also alluding to the fact that the liquid cooling game is about trust and reputation. This tech sits right on top of the chip. If these single phase water systems leak and chips/racks go offline. That’s revenue for the Data Centre gone and huge costs incurred CEO Josh

$etn also alluding to the fact that the liquid cooling game is about trust and reputation. This tech sits right on top of the chip. 
If these single phase water systems leak and chips/racks go offline. That’s revenue for the Data Centre gone and huge costs incurred

CEO Josh
X_times_1 (@x_times_1) 's Twitter Profile Photo

$INV $VRT VERTIVE is such a MONSTER stock! Up and up day after day. Wait until the market figures out that their tech is a dead end in 2-3 years and the real answer is Accelsius. There is NO ONE that is knowledgeable in Data Center technology that disagrees that 2 Phase

Pale Chicken (@pale_chicken) 's Twitter Profile Photo

It goes kaboom and re rates. The order would identify a structural shift in the market if it comes from the right client . One clients value exceeds existing market cap of $INV

The Real Greg Reyes (@joceyreyes209) 's Twitter Profile Photo

$INV …. Has a market cap of $440M which implies a market cap for Accelsius of only $1B. Accelsius is worth $2B today which would equate to a $14 share price TODAY. The 52 week high for INV was $18.75. Once the market prices in what I believe to be true about Accelsius and

$INV …. Has a market cap of $440M which implies a market cap for Accelsius of only $1B. 

Accelsius is worth $2B today which would equate to a $14 share price TODAY. 

The 52 week high for INV was $18.75. 

Once the market prices in what I believe to be true about Accelsius and