Instead #JackWhite & @Eminem , we get a #BadBunny halftime show #NGMI

$BULL is an asymmetric bet on the back of their solid Q3 earnings. There may be a bit more downside in this market environment but the upside is Multi X from these levels. DYOR NFA

8) High conviction, high volatility, high upside. $ASST $SMLR #Bitcoin #BTC #CryptoEquities #Stocks #Investing #XFinance

7) If you want regulated equity exposure with torque, BTC optionality, and a management team explicitly committed to growing Bitcoin per share — then $ASST is one of the most interesting plays in the public markets right now. High conviction, high volatility, high upside.

6) No rose-colored glasses: • Execution risk integrating SMLR • Dilution risk from preferreds, warrants, and future capital raises • BTC drawdowns can impact sentiment hard This is a satellite position — not a core retirement holding.

5) The market still prices ASST like a tiny financial biz… …not like a BTC-per-share vehicle with structural catalysts ahead. If Bitcoin moves, or if ASST executes more accretive deals, or if any new financing is done above NAV, the move in equity can be multiples of spot BTC.

4) ASST is actively buying more BTC. Recent purchases, warrant-exercise inflows, and structured capital raises have gone directly into Bitcoin accumulation. The combined entity now controls a meaningfully scaled BTC war chest — giving shareholders asymmetric upside if BTC makes

3) SMLR was one of the cleanest BTC arbitrage plays in the market. It literally traded below its BTC holdings. ASST buying it is exactly what a BTC-accretive management team should do — capture discounted Bitcoin through corporate actions. This strengthens both the NAV and the

2) The Semler (SMLR) acquisition is a game-changer. SMLR holds ~5,000+ BTC, no debt, and historically traded at a discount to the value of its Bitcoin alone. The all-stock deal folds that BTC directly into the ASST ecosystem — meaning: ASST shareholders now get a much bigger BTC

1) ASST’s strategy is simple: Stack Bitcoin. Grow BTC per share. Use creative, recurring financing tools to keep accumulating — without taking on long-term debt. It’s a regulated equity wrapper built to maximize exposure to BTC upside, not run a traditional “asset manager.”

I’m buying $ASST here. Why? Because it’s evolving into one of the cleanest, highest-torque BTC-per-share vehicles in the public markets — and the acquisition of Semler ($SMLR) massively boosts that leverage. Here’s the thesis 👇

2/2 With fresh capital raised and Bitcoin explicitly added to the treasury policy, further BTC purchases remain on the table. Ryan Cohen continues to have dry powder and history of buying shares. Shorts are still here. What happens next? 👀 $GME

🧵1/2 GameStop $GME balance sheet – Nov 2025 💰 $8.7B cash & equivalents ₿ 4,710 BTC (~$440M) Total liquid: ~$9.1B Debt: $4.16B (low-interest convertibles) Net cash: ~$4.9B Market cap: $9.2B Short interest: 16% of float

$KMX market cap ~ 6 Billion Revenue 26 Billion $CVNA market cap ~ 67 Billion Revenue 18 Billion “In the short run, the market is a voting machine but in the long run, it’s a weighing machine”⚖️

Also today https://t.co/KfSO4zkklE And then there is $CVNA and it’s valuation 🤔🫡

💥So much negativity on recent Nuclear SPAC names $NKLR $IMSR Long road ahead but the contrarian view is go LONG The time to sell was when there was only Hopium and positivity on the timeline NFA DYOR $NNE $OKLO

I’m a fan of Alex Karp and and #Palantir is an amazing American company. Watching him on @cnbc attacking the short sellers is seldom a good strategy. Execute and let the stock price take care of itself $PLTR

$CVNA earning tonight How are you playing it?

F Marry Kill $NAKA $ASST $MSTR Go

Wild day for new IPO $SEV Aptera Motors. Direct listing for current shareholders to cash out with no new money raised at a time when the company desperately needs funding 2 days ago they signed an ELOC for up to 75 Million Dollars that is clearly dependent on stock price