$RUN ITCs not touched until 2029 and then phased out through 2032. Massively positive vs. what market had priced in IMO

$HUT is my highest conviction name of 2025 and classic asymmetric bet. Downside limited to value of BTC on balance sheet call it 1.1bn and high confidence they sign a hyperscaler contract before year end. Plus option value of trump partnership / SPAC

Would have never touched $UNH before but now trading a >10% fwd free cash flow yield and still the most systemically important payor in the world. Expect imminent buybacks given $35bn cash on hand. I’m a buyer here for a short run

Why do these chart bros think that drawing lines on a price chart can tell them anything about future performance. Absolutely moronic might as well check your horoscope. $unh $hut $amd

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$HUT is absolutely cooking with grease now. Real recurring revenue base from power sale contracts will unlock multiple expansion and that’s before the (obvious) hyperscaler dc deal in process or $ABTC pump. If it holds in the 20s before those catalysts easy 35 plus pt

Need to realize that Medicare pricing, like all of insurance is cyclical. $UNH and peers are going to drastically reprice MA benefits / bids to CMS for this year’s OEP. MA was getting over competitive as companies competed with irrational benefit plans for lives. Hold $UNH

I believe in hype and also believe $Hypd will be the best long term vehicle for exposure as long as it’s KYC banned in the US. But frankly mkt cap is so low let’s just squeeze tf out of this

Pretty impressive that $HYPD was able to pull a seasoned $PYPL exec for CFO. Also this is a sub $80m market cap with 35% short interest per Bloomberg today if any squeeze lords are seeing this….

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