SPCX listed like last month and people already treating it like it cant miss. new listing plus a test flight that already slipped once, im watching not chasing. gonna sit still until after the 23rd 🍿
clown crowd
Marvell Fell 10%: Thesis Break or Crowded Trade Flush?
Marvell dropped nearly 10% on a day the whole chip complex got sold, the sharpest move among the semis. When a stock that ran this hard gives back double digits in a session, the first instinct is pan...
$BitMine Immersion Tech(BMNR.US) up 10.6% to $21.50 after announcing they now hold 4.423M ETH, 3.66% of entire supply . Chairman Tom Lee added 51k ETH last week during the dip and says ETH price doesn't reflect its role as "future of finance" . Annualized staking revenue now $171M with 3M ETH staked . This is MSTR 2.0 but for Ethereum. Holding long. 🚀
$Coinbase(COIN.US) now $142, down 68% from ATH. Analyst targets: HCWainwright $350, JPM $290, Citi $400, Cantor $221, Monness $120 (Sell) . 25 Buy vs 1 Sell . Market cap $36B, cash $11.3B, enterprise value ~$25B. 2025 revenue $7.2B, +9% yoy . This is not a growth stock anymore, it’s a value trap or value opportunity? 🎲
Looking at $BitMine Immersion Tech(BMNR.US) from a more technical industry angle, immersion cooling itself is still interesting. Energy efficiency is the biggest issue in crypto mining, and immersion systems can reduce thermal stress and potentially improve uptime.
If they execute well, hosting or leasing mining hardware plus immersion solutions could become a secondary revenue line beyond pure mining. The challenge is scale and capital intensity.
Smaller players must compete against giant miners with cheaper power contracts. So I see this as a niche tech angle rather than guaranteed moat.




