Cernunnos Capital
@CernunnosCap
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Investing in disruptive innovation & asymmetric growth. Passionate about transformative tech. Top holdings - $NBIS $ASTS $OSCR
Joined January 2023
Portfolio Update โ 01/2026 ๐๐ Ultra-concentrated asymmetric bets: Scaled winners aggressively, initiated new conviction plays, fully exited laggards. ACTIVITY (Ownership % ฮ): ๐ข $ASTS Add +57.00% ๐ข $OSCR Add +141.00% ๐ข $BMNR Add +38.00% ๐ข $CHYM Buy ๐ข $MSTR Buy ๐ด
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$ASTS is a $1000 stock by 2030 Donโt doubt it ๐
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๐ $ASTS: The Undervalued Space Revolution is EXPLODING in 2026 โ Direct-to-Phone Broadband from Orbit is HERE! ๐ Space is the hottest sector of 2026 โ Moon returns accelerating, Mars on deck, AI demanding unlimited compute, and the SpaceX IPO eyeing $1.5T valuation is lighting
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$ASTS And some people are still waiting for $30 ๐คฆโโ๏ธ
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$RKLB Looking to add in the 40s ๐ If it doesnโt, happy with $ASTS ๐
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$ASTS lets go #spacemob ๐
ฐ๏ธ $RKLB $PL
$ASTS $RKLB $SPACE: ๐จ SPACEX LINES UP UNDERWRITERS BANK OF AMERICA, GOLDMAN SACHS, JP MORGAN AND MORGAN STANLEY FOR BLOCKBUSTER IPO - FINANCIAL TIMES Bank of America, Goldman Sachs, JPMorgan Chase and Morgan Stanley are being lined up for senior roles leading SpaceXโs IPO, the
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$MSTR MicroStrategyโs pivot: Perpetual Preferred Equity ($8.36B) now exceeds Convertible Debt ($8.21B). $BTC coverage at 4.4x overall, breakeven ARR a mere 1.38%โbuilt for volatility. $MSTR stacking sats like a god. ๐๐ #BitcoinTreasury $ETH $BMNR @MicroStrategy @Strategy
Our Perpetual Preferred Equity is now larger than our Convertible Debt. $BTC
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$ASTS Buy every freaking DIP๐จ all the way till July Itโs going w๐
ฐ๏ธy higher ๐
According to a WSJ out overnight, Elon wants to complete the SpaceX IPO by July at the latest. The capital raised in the IPO will be used to deploy AI data centers in space, which the WSJ says SpaceX had a breakthrough in its attempts to figure out how to build and launch data
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$ROOT is cheap on EV/Sales, but expensive on execution. Q3 Combined Ratios: ๐ก๏ธ Geico: 84.3% ๐ก๏ธ Progressive: 89.5% โ ๏ธ Root: 102.1% @RootInsurance spent 2024 proving it could underwrite like the big boys, dropping its Combined Ratio from 180% โก๏ธ 91%. Valuation doesn't matter if
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$NBIS Hope an official announcement is on the way along with increased $META compute deal ๐ @romanchernin
๐จUpdates for independence City Council 800MW $NBIS ๐จ SEEMS DONE DEAL! ๐ข๐ก ( I tried gemini to gather pieces of information but take this as grain of salt) Tax Abatements | Approved Dec 1, 2025 "Approved Chapter 100 plan; grants 100% personal property tax relief on billions
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$JOBY = the bet on skies opening in 2026. Certification + launches = re-rating explosion. Dip today? Gift for believers. Patience = 5x-10x+ over 5 yrs if they execute. RT if you're in or watching closely! Like + drop your EOY 2026 price target below ๐ Follow for more AAM/
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Picture this: No more LA traffic hell. Quiet electric S4 โ 200 mph, 150-mile range, 4 pax, summon via $UBER app. Now layer autonomous cargo drones flying high-endurance for DoD/logistics/emergency. Redundancy systems like today's FCC win are FAA cert must-haves. This isn't
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2026 is inflection city for $JOBY: โ
FAA final stage โ conforming aircraft power-on done, FAA pilots flying "for-credit" SOON โ Type Cert push โ
Dubai commercial launch confirmed end-2026 (RTA boss + Arabian Business) โ first revenue + global proof โ
UMEX 2026 in Abu
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๐จ $JOBY bulls, wake up โ this dip is your loading zone! โกโ๏ธ Quiet killer catalyst just dropped: @FCC approved experimental radio license for autonomous cargo testing up to 70,000 ft at Pendleton UAS Range. Backup telemetry, redundancy comms, defense/drone freqs โ this
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Todayโs Activity - ๐ข Bought $ETOR $40 CALL 4/17 ๐ข Bought $NBIS $120 CALL 4/17 ๐ด Sold $MSTR $160 PUT 3/20 ๐ด Sold $BMNR $28 PUT 3/20 ๐ LFK ๐ DO NOT FEAR THE DIPโฆโฆ..BTFD
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$MSTR Bigger Orange $BTC
Strategy has acquired 22,305 BTC for ~$2.13 billion at ~$95,284 per bitcoin. As of 1/19/2026, we hodl 709,715 $BTC acquired for ~$53.92 billion at ~$75,979 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE
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$NBIS Nebius AI Cloud is exploding as THE go-to for cutting-edge AI builders! ๐ฅ๐ Powering: ๐ @Stanfordโs CRISPR-GPT revolutionizing gene editing ๐ @higgsfield_aiโs insane scale-up on HGX B200 GPUs โ one of the fastest ever ๐ @RecraftAIโs 20B param design model crushing
nebius.com
Discover the most efficient way to build, tune and run your AI models and applications on top-notch NVIDIAยฎ GPUs.
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โผ๏ธ DO NOT FEAR THE DIP tomorrow BTFD๐ฅ $NBIS $ASTS $ONDS $BMNR $MARA $CIFR $IREN $OPEN $ADUR
Updated live footage from the European stock exchange on Monday afternoon. $DGX $ONDS $CIFR $MARA $BMNR $IREN $ADUR $OPEN $ASTS $NBIS
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$NBIS $ASTS Glad these are our Top 2 position going into 2026 ๐ ๐ $OSCR $BMNR $CHYM $MSTR
Top 25 stocks with the highest projected revenue growth CAGR over the next 2 years ($20B+ market cap): 1. $ASTS | AST SpaceMobile - 658% 2. $NBIS | Nebius - 430% 3. $INMD | Insmed - 83% 4. $ALAB | Astera Labs - 72% 5. $RGLD | Royal Gold - 57% 6. $NVDA | Nvidia - 56% 7. $ALNY |
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