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Jake Allen @jakeallen3

Middle Tennessee Re/Max Realtor * Allen Team (top 0.10% all-time sales) * tweet about stocks Nashville, TN Joined September 2014
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Jake Allen @jakeallen3

4 days ago

$LFMD monthly download rate vs revenue growth Does anyone have experience using downloads in their models? The way this looks is that we’ve yet to even see the recent accelleration, or the lag has increased (due to insurance rebates, GLP refunds, free trials, low-priced monthly…

Jake Allen retweeted
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Frans Bakker @FransBakker9812

a week ago

$IREN Record Earnings and Profitability Expansion to 10.9k GPUs & $200-250m AI Cloud Annualized Revenue by Dec 2025 GPU Financing & NVIDIA Preferred Partner Status Secured New Liquid-Cooled GB300 NVL72 Deployments Highlights Q4 FY25 revenue of $187.3m, net income of $176.9m,…

Jake Allen retweeted
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Todd Harrison @todd_harrison

3 weeks ago

Glass House Earnings $59.9M Revs; est. $58.1M $18.1M AEBITDA; est. $11.8M $31.9M GP; est. $27.7M 53.3% GM; est. 47.8% $8.7M NI; est. $1.4M /position $GLASF globenewswire.com/news-release/2…

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Jake Allen @jakeallen3

4 weeks ago

If Trump reschedules cannabis, companies will be able to then deduct their 40B of expenses (50B market / 20% net margin, being very generous) against a 35% tax rate, saving 14B on taxes. If the companies re-invest 14% of this (very conservative, most reinvest so much they lose…

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Jake Allen @jakeallen3

a month ago

Took a position in $DHER on the spike-down when $PROSY announced divestiture. Working on a full writeup soon, but you can see my rough notes here and in the tweet above it. I plan to add if they sell on the open-market or if $DHER buys back shares from Prosus and the market…

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Jake Allen @jakeallen3

a month ago

Took a position in $DHER on the spike-down when $PROSY announced divestiture. Working on a full writeup soon, but you can see my rough notes here and in the tweet above it. I plan to add if they sell on the open-market or if $DHER buys back shares from Prosus and the market…

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Jake Allen @jakeallen3

2 months ago

Great results from $WEX - figured I'd tweet about it as nobody here talks about them GAAP EPS up 8.2% YoY in a tough environment for their largest business and a model change for their largest customer $BKNG in corporate payments Fleet (44% of EPS) revenue down 3.7% YoY…

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Jake Allen @jakeallen3

2 months ago

Figured I’d update my implied value per MW numbers with $CORZ acquisition finalized 9B $CORZ EV 67M mining revenue & 7.7M gross profit last Q = 31M GP annualized. We’ll value it at 300M to be generous + 100M in BTC holdings = 0.4B Value of AI DCs at $15M/MW = 7.5B - 5B…

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