Our Q2 2025 investor letter is now available: https://t.co/9dBRxF5BHd Accredited investors can sign up to receive fund updates here: https://t.co/C2TAb0PSoE Follow us @CrossroadsOnX for more updates.

$ASTS: I've been told WE'RE NOT BULLISH ENOUGH™️ @AboveAvgOdds of Crossroads Capital will be publishing one of the most comprehensive and impactful AST SpaceMobile research reports that I've read since @thekookreport's magnus opus "the DD" It'll be widely shared with

THIS IS SOMETHING YOU WON'T WANT TO MISS! @AboveAvgOdds from @CrossroadsOnX is releasing a 70 page DD report on $ASTS He goes into great depth about the company and the potential revenue stream, let me tell you one thing for free... WE'RE NOT BULLISH ENOUGH 🚀

Our August 2025 tear sheet is now available. In August the fund returned 3.2% net of fees, bringing the YTD net return to 27.7% & since inception CAGR to 16.8%. Accredited investors can sign up for updates here  https://t.co/PfC7CoxGs0 Follow us at @CrossroadsOnX

The above image is an excerpt from the letter. We encourage everyone to read the letter in its entirety including important footnotes and disclaimers.

$NBIS is absolutely ripping after hours in response to the new deal with $MSFT. New to the stock? Check out our original writeup from back when the stock was at (checks notes) ~$31/share and sign up for Crossroads Capital Insights.

$ASTS: Welcome @GreenhavenRoad to the Sp🅰️ceMob and special thanks to @AboveAvgOdds for bringing them into the fold. "Greenhaven Road Capital is a long-biased, concentrated hedge fund.  We invest only in our very best ideas – typically 15 long positions or less and a handful of

So far, the market is having a strong positive reaction to $NBIS Q2 earnings report, up ~20% today. Check out our write up on Nebius Group, "From Russia with Cash"👇👇👇

A link to the pitch from Crossroads Capital @CrossroadsOnX can be found here $FTAI. https://t.co/ySmXHFI4OQ

We highlighted a pitch for FTAI Aviation $FTAI a month ago. The shares are responding very favorably to the company's earnings release today: +26.2% FTAI-US (FTAI Aviation Ltd.): Q2 EPS and revenue beat; Aerospace Products adjusted EBITDA increased 26% sequentially and 81%

Check out this recent podcast with our CIO @AboveAvgOdds

Our June 2025 tear sheet is now available. In June the fund returned 23.8% net of fees, bringing YTD net return to 26.1% & since inception CAGR to 17.0% net. Accredited investors can sign up for updates here:  https://t.co/PfC7Cox8Cs Follow us at @CrossroadsOnX.

When we discuss our favorite stocks with prospects & LPs, "But that's not a value stock. I thought you were value investors!?!" has been far too common a refrain. The problem is that nobody agrees on what "value" means. So, what is value? https://t.co/TuTaWhrWYu

@taobanker My guess is as good as anyone's... could easily be several multiples of the current price. Most recent CC is amazing. Every percent of market share they steal from GOOGL comes with 90% incremental margins (@CrossroadsOnX nailed that). And then there is the entire CTV business...

Our May 2025 tear sheet is now available. Accredited investors can sign up for updates here:  https://t.co/PfC7CoxGs0 Follow us at @CrossroadsOnX for more updates.

9/ We first wrote up $NBIS is December. Check out our original writeup. It’s worth getting a refresh or overview if you are new to the name: https://t.co/tTKGDpV55y Make sure to subscribe for more insights from Crossroads Capital!

8/ In Phase 2, just like with the existing cloud, hyperscalers are going to drive the investment, and we think $NBIS is positioned to be a true hyperscaler quality AI cloud.

7/ Cloud infrastructure investment has been massive and steady for over a decade now. If AI cloud looks anything look that, then the numbers we are talking about above will be tiny in comparison to what is coming.

6/ Phase 2 is the next evolution of AI infrastructure. We think this is where the AI cloud starts to look the cloud we all know. Except instead of CPUs, it’ll be GPUs…

5/ Today’s announcement also teased an another announcement in Paris in the next few days. We are guessing even more expansion of the $NBIS data center footprint. So where do we stand? Phase 1 is well underway. ✅Raise capital ✅Stand up new data centers