ian @Archie_155

Joined January 2012

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ian @Archie_155

2 days ago

@r0ck3t23 This is true as it relates to the frontier AI companies - of which there are few. The question is whether cheap AI models require less compute and/or whether they can be deployed using existing edge infrastructure. I follow TSMC’s leads for these signals.

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ian @Archie_155

2 days ago

@ArneriDesign Ask Grok or another AI tool to estimate annual military demand and then multiple that by 1x, 2x and 5x as a starting point. For $hgraf, the implications even on a 1x number are pretty staggering because that would also be annual recurring demand.

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ian @Archie_155

3 days ago

@BambroughKevin Does this partially explain why CEO Kjirstin Breure unprompted discussed the multi-year shelf life of $hgraf’s graphene? I thought the comment was made to reflect improved performance vs competing products. But I could argue it also serves to signal the gov’t decision makers

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ian @Archie_155

3 days ago

@magattew @RealRickRule Hard times create hard people. Hard people create good times. Good times create soft people. Soft people create hard times. Take a guess what part of the cycle we are in.

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ian @Archie_155

4 days ago

@GhostNumbe50967 @Sorenthek And statistics.

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Kuppy @hkuppy

4 days ago

BREAKING: Oil glut now so severe, that they’re dumping excess oil into their hummus…🤭 @calvinfroedge @PauloMacro @JoshYoung

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ian @Archie_155

4 days ago

@EpsilonTheory Dang. I’ve been a fan of your work for years and thought I might get a chance to engage with you. Oh well. I may yet get a chance in the future. 👍

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ian @Archie_155

a week ago

@bingbangstocka You are an interesting cat. A company’s long term fundamental value is indeed a reflection of its expected discounted cash flows. But if you were the student of the market you portray yourself to be, you’d know that fundamental investors represent roughly 20-30% of flows.

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ian @Archie_155

a week ago

@Flynning2 Timing and execution of the capital raise was bad. Plain and simple. Now meme stocks alongside AI getting taken to the wood shed. I’ve been adding because the fundamental developments will eventually matter. Tech proven. Plant derisked. Commercial contracts de-risked. DYODD $PCT

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ian @Archie_155

a week ago

@Derricktgoat @GavMcCracken What’s left is housing prices that are among the highest in the world and a government bailing out developers to out a floor under the prices.

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ian @Archie_155

a week ago

@esuyourmomt7a @EWErickson It’s never binary and the outcomes of decisions made today are seldom known with any high degree of confidence.

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ian @Archie_155

a week ago

@bingbangstocka Hmm. So I’m looking at Japanese semicap stocks right now and they are all off 8% in Tokyo today. But you assure me that stocks are valued on DCFs? So please tell me what changed between yesterday and today that led the DCFs of all these stocks be off 8% in a couple hours?

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ian @Archie_155

a week ago

@data_analyst000 And I will be buying negativity! I have spent a lot of time in Japan. I understand Japanese corporate culture better than most westerners. The gas pipeline deal is a true sign of validation of $HGRAF’s commercial outlook and operational capabilities. DYODD

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ian @Archie_155

2 weeks ago

@bingbangstocka All depends on what you moved your capital to. You are effectively preaching the benefits of diversification using technical language to try and sound smart, while giving you air cover if the decision proves to actually be diworsification.

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ian @Archie_155

2 weeks ago

@bingbangstocka @ArneriDesign @ArneriDesign looks like an account that offers some of the most creative and insightful research on $HGRAF and $LIB.V that you will ever find. You complain about others tweeting incessantly about graphene. But your timeline is effectively you complaining about HGRAF’s valuation.

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ian @Archie_155

2 weeks ago

@roblatty1985 @sloop3333 @MirMar_X @BambroughKevin This has largely been my view for the past two months as customer contracts provide further proof that the book value of the IP is below market value. The announced pipeline deal also suggests to me that the company is close to resolving the exit tax issue.

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ian @Archie_155

2 weeks ago

@bingbangstocka Interesting. You view it as a potential lottery ticket, but then constantly trash the stock. I will describe you as a paradox to be kind.