Wicko @TechWicks
Canada Joined January 2020-
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A famous sample from El Quevar South hit the silver detection limit of 20,000 g/t Ag. That’s at least 20 kg of silver per tonne! Geologist Diego Conturso, who collected the sample, notes that while this discovery is significant, we believe it’s just the beginning. The team has…
#Nebius $NBIS from my Reddit in Dec. “They anticipate ARR to surpass $700 mil by year end. If we want to keep valuations reasonable relative to peers, this company should be valued well above 15 billion by year end, making a $65 share price entirely reasonable” Reality!
To follow-up on our Q2 earnings, here are the highlights: 📈 ARR guidance raised to $900M–$1.1B by end of 2025 💵 Q2 revenue: $105.1M — up 625% YoY, 106% QoQ 🎉 Core business delivered positive adjusted EBITDA, ahead of plan ⚡ On track to secure >1 GW of capacity by end of 2026
$SNAP bottoming wick closing above recurring order block, on massive volume with a nice gap. Great long entry Jan 26’ 8C @ $1.10
Amazing to see Goldman initiate coverage on $NBIS. This can much later than I had anticipated, but I imagine we’ll now see several others follow suit in the coming weeks
Crazy Cat ladies effectively elected another Crazy Cat lady
Short $IONQ
Today.
X finance Guru happy to have a dedicated group of bag holders to provide exit liquidity on micro-caps. Lovely.
X finance Guru happy to have a dedicated group of bag holders to provide exit liquidity on micro-caps. Lovely.
The $LCTX is thesis perfectly simple. If phase 3 results were not good, they would not be choosing to present at the H.C. Wainwright BioConnect conference
Is Gavin Newsom actively encouraging the protests?
Is Gavin Newsom actively encouraging the protests?
$RKLB Sep. 19 $27C $ASTS Sep. 19 $30C Purchased at close Rocket lab more attractive technical setup, but both ripe for a thematic swing trade in the Trump/Elon fallout.
This week?
After $HIMS and $NVO partnership was announced, markets priced in raised guidance. That didn’t happen, stocks giving back some of last weeks gains. Not surprising

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