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Time Author Thesis Company / ticker Signal Since call Position Source
15:23
Oct 22
ASST bitcoin treasury to 100,000 BTC
Sees Strive's bitcoin treasury expanding from 36,818 BTC toward 100,000 BTC by next summer, citing its upsized $630M SATS preferred IPO and $369M warrant raise as not yet in the coin count.
ASST Strive, Inc. Class A Common Stock Long — —
15:09
Oct 22
NBIS called good here
Calls NBIS good here, a bare bullish statement at the current price. No catalyst or own position is disclosed.
NBIS Nebius Group N.V. Class A Ordinary Shares Long — —
15:02
Oct 22
Bullish NBIS on early AI revolution
Bullish on $NBIS because the AI revolution is still very early and barely anything has happened yet; no company-specific catalyst or valuation case is stated.
NBIS Nebius Group N.V. Class A Ordinary Shares Long — —