Investing

CEO of

CEO of http://waxmelters.com a real manufacturing business that supplies the world. Check out the customer list. So proud! Been scaling it for years. Decided to hold it since it’s highly profitable with little involvement. Just some executive decisions which are fun!

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#Energy Neutral – Using byproduct of #bitcoinmining to heat pools! I’m a conservationist so I love u

#Energy Neutral – Using byproduct of #bitcoinmining to heat pools! I’m a conservationist so I love utilizing excess/wasted energy and repurposing it. In this case, it is directly used! Brilliant and in Brooklyn! @Dennis_Porter_ #Bitcoin https://nypost.com/2023/06/24/trendy-brooklyn-bathhouse-powered-by-bitcoin-mining-draws-heated-response/…

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Shout out to

Shout out to @UrbanKaoboy for always publishing some of the best #Macro & #Markets Analysis with his substacks! Elevate your macro today! https://urbankaoboy.com/p/re-oilinflationgeopolitics-squid?utm_source=substack&utm_medium=email…

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$SMCI

$SMCI (position-still long for a long time)Q3 Y/Y:Margins UP: 17.6% vs 15.5%EPS $1.53 vs $1.43Overall pattern, UP Y/Y, DOWN vs last Q GUIDANCE:FY23: maintains guidance $6.6-$6.8BGAAP EPS $10.14-10.66/non-GAAP EPS $10.50-11 Q4: Sales $1.7-1.9B, EPS ~$2.50

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