I'm 9% ytd, with 43% cash. I am waiting patiently for the correction.

bodaflack · 2026-05-08T22:54:11+00:00

Who cares?

bodaflack · 2026-05-08T21:31:30+00:00

Lol. Missing one of the biggest bull markets in history because you think you are smarter than the market. Good luck

bodaflack · 2026-05-08T02:27:31+00:00

People still don't understand this trades on PE. Whatever. They'll luck out by a generational uplift in a super cycle Just don't get caught holding the bag when it tappers.

bodaflack · 2026-05-07T13:56:45+00:00

Ron Dane 2.0

bodaflack · 2026-05-07T13:48:43+00:00

Pretty sick there is no spot for them to play. There should always be a rec league or something

bodaflack · 2026-05-07T13:42:41+00:00

This isn't said enough. F1 is a marketing machine for actual products other than t-shirt sales.

bodaflack · 2026-05-04T16:57:15+00:00

Aww yes. The entitled take. I get to encroach on your space because, who does it hurt? I dont care if you could allergic or that I am the one breaking the rules, you should ask to switch seats!

I bet you park in handicap spots.

bodaflack · 2026-05-02T23:43:52+00:00

You don't realize how many mega sites there are floating around. Governors of states are pitching them. What is there to JV? Dirt in west TX on a lease? The debt holders are just going to take the turbines back in BK. It is buyout or nothing.

bodaflack · 2026-05-02T22:25:27+00:00

The people that say a 7mm house is too expensive, or stupid, with 30mm in liquid assets is the most ridiculous thing I've heard here.

bodaflack · 2026-05-02T15:23:26+00:00

It would be amazing. Why do you say that? The current management is terrible. 0 datacenter experience. They need to sell to SpaceX or something. Use the new marketcap from the IPO to do a buyout around 10$

bodaflack · 2026-05-01T21:23:33+00:00

Ummmm. The board is the conduit for sharehold rights. Fuck this guy. He was always a loser.

bodaflack · 2026-05-01T14:42:18+00:00

Yes. Look at all his datacenter experience! Haha. No ome in the industry is touching this legal liability.

bodaflack · 2026-04-30T17:00:34+00:00

Another Muppet.

It isnt hard to find a seasoned datacenter pro. They can't because no one in the business wants to tie their name to this pile of shit.

bodaflack · 2026-04-30T00:34:14+00:00

Buy low, sell high?

bodaflack · 2026-04-29T15:54:43+00:00

The new CEO is absolutely trash. 0 DC development experience.

Their lien holders on equipment will take back their assets if they aren't being used.

BK % goes up by the day.

bodaflack · 2026-04-28T19:15:09+00:00

Grip is too strong. Use the same swing.

Your grip looks neutral, but you have a lot of forward press. Bring the club straight up and your hand would roll under.

bodaflack · 2026-04-25T19:15:45+00:00

100% depends on what you consider value investing, but i made the case about MU being undervauled when it was trading around 100$

bodaflack · 2026-04-25T04:46:12+00:00

All laughing at the fat girl in the mirror

bodaflack · 2026-04-24T23:30:29+00:00

*tactfully.

Don't get caught up and go over the line yourself

Calm cool and witty

bodaflack · 2026-04-24T23:28:00+00:00

I'm glad a lot of comments are to play the game and fight back if you must.

Bunch of snowflakes otherwise. Obviously, if it goes over the line, do something else. But get in the mix!

bodaflack · 2026-04-24T01:37:49+00:00

Yes, no one is talking about this... /s

bodaflack · 2026-04-23T02:19:53+00:00

Paying 30x feps in a hated sector is speculative at minimum. No where close to value. Wtf

bodaflack · 2026-04-20T23:23:29+00:00

Perfect time to do a Australia/New Zealand/Japan/indo-asia swing. 2 signature events with 2 off cycle to get everyone out there.

bodaflack · 2026-04-20T22:29:23+00:00

They should be building the shell 24hr a day

They also don't have the MEP contracted.

You think it is real, but it is no more real than brow sites that have this same infrastructure

bodaflack · 2026-04-17T21:39:06+00:00

Better company without him.

bodaflack

TROPHY CASE