Lee Enterprise

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Intel(INTC.US) Intel Appoints Seok-Hee Lee as EVP of Intel Foundry

$BitMine Immersion Tech(BMNR.US)’s chairman Tom Lee remains fundamentally bullish on ETH citing strengthening fundamentals, AI/tokenization tailwinds, and viewing current weakness around $1,700 as a “superficial” or “attractive opportunity” selloff.

However, very recent headlines indicate he has hinted or stated that aggressive ETH buying is almost over or that purchases will slow. This follows earlier signals of a more measured pace after heavy accumulation.

High fixed 9.5% perpetual dividend is expensive capital: must be reliably covered by staking yields or other income, or it pressures cash flow/common equity.

Latest hints of slowing aggressive buys could reduce near-term momentum or signal caution. Current ETH weakness and broader crypto/macro pressures continues to weigh on $BitMine Immersion Tech(BMNR.US). Substantial unrealized losses on the ETH stack add mark-to-market volatility.

@Bridge Buzz SG

Rumor: Samsung Chairman Jay Lee is on a low-key visit to Taiwan to win smartphone chip giant MediaTek as a new foundry client, media report, adding both companies declined comment. Samsung is reportedly leveraging its memory chip dominance and smartphone business to win over MediaTek. Lee’s visit is expected to include other chip designers, and AI server makers. TSMC is currently MediaTek’s main foundry for advanced nodes. $Taiwan Semiconductor(TSM.US) $SSNLF $Qualcomm(QCOM.US) #Samsung #Mediatek #semiconductors

Source: Dan Nystedt

I asked Grok to summarize my posts on a potential $Tesla(TSLA.US)/SpaceX merger over the past week, a prospect about which I remain deeply skeptical:

If you don't trust a company's management and execution, you shouldn't hold its stock for the long term. It's advisable to find an opportunity to liquidate your position and continue searching for companies you trust.

Building conviction in the top leadership and management also requires long-term tracking and observation—watch what they say and what they do. I believe that since July 2024, the strategic framework Tom Lee has built for BMNR is excellent. Thanks to his years of experience in macroeconomic research, BMNR's financing structure and investment strategy are designed to weather cycles. For example, during bullish markets, it prioritizes rapid growth by accumulating coins at several times the speed of competitors. It also adopts a debt-free financing structure to account for potential market downturns.

Including this proposal to expand the equity financing quota, aside from preparing for a future stock split, I suspect Tom Lee is also getting ready for inclusion in the Nasdaq index. Currently, BMNR is listed on the NYSE, but Nasdaq introduced new rules last year requiring authorization for adding cryptocurrencies to the balance sheet. The proposal includes several parts, but the key impact on BMNR is that any financing dilution for cryptocurrencies must be authorized.

So this seemingly one-time quota application is a clever regulatory arbitrage: leveraging the NYSE's leniency to pass resolutions, enabling future exposure in the tech- and crypto-friendly Nasdaq market.

$BitMine Immersion Tech(BMNR.US)

After seeing many companies, I increasingly feel that as a retail investor, the information you can obtain from public channels is very limited. You can't have the industry chain resources like Ming-Chi Kuo to judge TSMC and Apple's production capacity and performance forecasts through upstream and downstream orders; nor can you be like investment bank analysts who judge the competitiveness of corporate products and market feedback through first-hand key customer interviews.

Therefore, it is rare to have a No. 1 leader who frequently speaks out to express the company's vision and thoughts. The most representative is Elon, so I always feel that investing in TSLA with Elon is very fortunate, because the essence of investing in TSLA is investing in Elon's brain and vision, and he frequently expresses his views on X, so you are not in a black box.

The main reason I track and analyze BMNR is also because of Tom Lee, who frequently participates in media, podcasts, and forums to express his views, and I can obtain a lot of first-hand information, which is very helpful for understanding the company. Having such a No. 1 leader is also a scarce value of the company.

$BitMine Immersion Tech(BMNR.US)

$Tesla(TSLA.US)