Look for value where value can be found. posts NFA. please challenge any of my posts/ideas Check out my Substack: https://teapawt.org/t.co/WOED4chq9T
Joined May 2024
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haYN Capital retweeted
The ADHD brain explained.
A guide to understanding:
-What it really is
-How it develops
-Its neurochemistry
-The key environmental factors that impact these mechanisms
-How to rewire key pathways in order to be able to focus and crave hard tasks
-Alternative tools that can help repair the underlying biology of the disorder
-Why most treatments fail or have serious side effects -What actually moves the needle to get it under control
and more.
Here's what you need to know.
Thread🧵
haYN Capital retweeted
One of the most asymmetric opportunities I have ever come across. I own 0.6% of the entire business. I think this could be a 10-20 bagger if all goes well. You can buy a DRAM beneficiary at look through 2-3x forward earnings. Check out the article at the usual spot!
haYN Capital retweeted
Mirae Corporation (025560.KS):
a Korean back-end semiconductor equipment name that almost nobody outside Korea is watching.
what they do: they make machines that test and sort semiconductor chips after they come off the fab line. 118 employees. Korean-listed. completely under the radar for most of retail investors.
Q1 2026 numbers from their DART filing:
revenue: ₩20.74B / $14.8M
operating income: ₩4.89B / $3.5M (23.6% margin)
net income: ₩5.91B / $4.2M
operating cash flow: ₩7.66B / $5.5M
that last number is the one that matters. cash flow came in higher than net income. no accrual games, no working capital tricks.
the growth context:
Q1 2025 revenue was $3.4M.
Q1 2026 was $14.8M. that's 336% YoY growth.
the full year 2024 revenue was only $19.3M. they did 77% of last year's full year revenue in a single quarter.
market cap: ~$140M.
at a EV/REV of 2.8x versus the global semiconductor sector average of ~7.5x.
52-week low ₩9,900. current price ₩45,350. 4.6x in under a year, and the earnings only started showing up this quarter. the market is still catching up.
im long, nfa
- yves
haYN Capital retweeted
BREAKING: France delays this year’s G7 summit to avoid conflict with UFC event planned at the White House on Donald Trump’s birthday.
haYN Capital retweeted
With all the companies with BTC MW converting to AI/HPC MW $DGXX has kind of just been left behind. So I am just going to repost my substack article on them so I can brag when it three bags from here in a few months. If it doesn't do that I will delete this post lol
haYN Capital retweeted
$wgr.ax new scoping study out for stage 1 of Duke Gold Project. Positive update all around with some expected cost inflation from the last scoping study. At the current gold price of 5689$ AUD, the pre-tax cash flow goes above 100m AUD for the first 14 months (around 70-75m after taxes). With a very low start-up cost of 2,670m AUD, and expected mining start late Q4 of this year. The market cap is still only 36.8m AUD.
The big question for next year is what is the next stage of the project, as the 14-month time frame limits the upside now, but if the gold price stays at around these levels and they are making multiples of the current market cap in cash flow, it's hard to see the stock staying at this level. They will have a lot of excess cash to drill and develop the project, which they never had previously.
This is now a mid-sized position after I added more at 11 cents, and the stock has gone up to 16 cents now. Very nice risk/reward.
New small position $wgr.ax. I had to get some shares here, even with an incomplete DD.
25m market cap. Targeting late Q4 mining start. Permitted. Got a 3m loan to start up. $2.1-2.5M Pre-mining capital and startup costs, according to their scoping study. Good jurisdiction: Western Australia
The Scoping study, which is based on 51% of their resource, will get an update soon. It shows 102.5m net cash flow if I use the current gold price and keep everything else the same; it assumes a 12-month mine life. So that would be the 2026 cash flow. And then they could use that to extend the mine life, probably.
I sold Beacon for this creature. Thoughts?
haYN Capital retweeted
We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
haYN Capital retweeted
@DigipowerX Inc. (NASDAQ: DGXX / TSXV: DGX) is reporting a 122% increase in cash and cryptocurrency holdings, adding 516.64 ETH to its portfolio, alongside continued growth in Bitcoin reserves, strengthening its financial flexibility.
Strategic Highlights
• Increased total cash and crypto holdings to ~$30 million
• Acquired 516.64 ETH (~$1.9 million) to diversify portfolio
• Expanded Bitcoin reserves for long-term digital asset strategy
• Enhanced treasury management and liquidity positioning
• Committed to leveraging digital assets for strategic growth
This surge underscores DigiPower X’s proactive approach to capital allocation and positions the company to capitalize on emerging opportunities in AI and crypto markets.
Learn more: digipowerx.com
Follow: @DigipowerX
#DigiPowerX #DGXX #DGX #CryptoTreasury #Ethereum #Bitcoin #AIInfrastructure #DigitalAssets #FinancialStrength #Innovation #TechInvestment #CleanEnergy
haYN Capital retweeted
@DigipowerX Inc. ("Digi Power X" or the "Company") (Nasdaq: DGXX / TSXV: DGX), an innovative energy infrastructure company that develops data centers, is pleased to provide unaudited comparative Bitcoin ("BTC") production results for the month ended July 31, 2025, combined with an operations update.
Monthly Production Highlights for July 2025
The Company held cash, BTC, Ethereum ("ETH") and cash deposits of approximately $30 million as of July 31, 2025, as compared to $13.5 million on June 30, 2025 (based on a BTC price of $117,200 as of July 31, 2025 and $107,750 as of June 30, 2025, per CoinMarketCap), representing an increase of 122% over the previous month.
DigiPower X expanded its inventory of BTC from approximately 40 coins as of June 30, 2025 to 61 coins as of July 31, 2025, representing an increase of 51% over the previous month, through its mining activities and the purchase of BTC.
Diversified its crypto holdings with the conversion of cash into ETH during the month, bringing total ETH holdings to 516.64, representing a fair market value of approximately $1.9 million as of July 31, 2025 (based on a ETH price of $3,700 as of July 31, 2025 per CoinMarketCap).
The value of coins produced at the Company's facilities between its self-mining and colocation agreements and energy sales was approximately $4.3 million in July 2025 (based on a BTC price of $117,200 as of July 31, 2025, per CoinMarketCap).
Miners running at the Company's facilities produced approximately 23 BTC during the month between self-mining and colocation agreements, representing an approximate value of $2.7 million (based on a BTC price of $117,200 as of July 31, 2025, per CoinMarketCap).
The Company earned gross energy and power revenue of approximately $1.6 million in July 2025 through the provision of power capacity to market customers.
The Company has invested approximately $5.2 million year-to-date in capital expenditures and mining infrastructure support equipment, including approximately $1.7 million in July.
#DigiPowerX #BitcoinMining #CryptoAssets #Ethereum #BTCProduction #ETHHoldings #DigitalAssets #CryptoNews #CleanEnergyMining #DGXX #TSXVDGX #MiningUpdate #BitcoinRevenue #TechStocks #AIandCrypto #July2025 #InstitutionalCrypto #PowerInfrastructure #CryptoEarnings #CoinMarketCap
haYN Capital retweeted
A spectacular summary of the legal proceedings surrounding the Aznalcollar criminal trial shared by @drjimjonesceo
See the 57 page PDF report linked below⏬
cdn-ceo-ca.s3.amazonaws.com/…
$EMO.V
$emo.v $emotf .@EmeritaRes
Know what you own. We are winning this. It’s coming very soon. Aznalcóllar and its $30 billion in high-grade resources once a conviction is announced we rerate to a $2 billion dollar MC / $6 shares easily.
57 pages of facts. Bravo to whoever created this document.
cdn-ceo-ca.s3.amazonaws.com/…
“Since 2014, a growing body of evidence—court rulings, investigative findings, expert testimony,
and direct admissions—has pointed to material violations in the awarding of the concession to
the Minorbis–Grupo México consortium. The 2025 trial has only sharpened and further clarified
the depth and extent of this record. Witnesses have testified. Internal documents have been
admitted. Judges have intervened to preserve evidentiary integrity. The legal structure for
nullification is now saturated with confirmation.
Crucially, this is not merely a criminal trial. It is an administrative reckoning. Spanish
procurement law (Ley 9/2017) and mining law (Ley 22/1973) both provide for the reassignment
of a concession when the original award is found to be invalid—provided that another legally
compliant bidder remains. Emerita Resources meets that condition. Its legal counsel has
repeatedly affirmed that position, and prior rulings by Spanish administrative tribunals support
the same remedy: when an award is disqualified, the concession can—and must—be reallocated
to the next qualified bidder.
This document tracks tender-invalidating developments: courtroom-confirmed facts and
procedural breaches that independently meet or exceed the legal threshold for annulment.”
haYN Capital retweeted
DigiPower X Inc. ("DGXX" or the "Company") (Nasdaq: DGXX / TSXV: DGX), a vertically integrated AI and digital infrastructure company, today announced that it has entered into a definitive securities purchase agreement for the sale of 4,807,693 shares of common stock (or pre-funded warrants in lieu thereof) at an offering price of U.S.$3.12 per share to a single new fundamental institutional investor, pursuant to a registered direct offering, resulting in gross proceeds of approximately U.S.$15 million before deducting placement agent fees and other expenses payable by the Company.
The offering was to a single new fundamental institutional investor, underscoring a growing interest in DGXX's scalable AI infrastructure strategy, including its proprietary ARMS 200 Tier 3 modular data center platform and NeoCloud GPU-as-a-Service infrastructure.
Immediately following the closing of the transaction, DGXX will hold over U.S.$30 million in cash and cash equivalents, with zero long-term debt on its balance sheet.
Titan Partners Group, a division of American Capital Partners, is acting as the sole placement agent for the offering.
digipowerx.com/news?i=150210
#DigiPowerX #DGXX #AIInfrastructure #Tier3DataCenters #NeoCloud #GPUservice #ModularDataCenters #InstitutionalInvestment #DigitalTransformation #TechFunding #CapitalMarkets #NASDAQ #AIrevolution #CleanEnergyTech #DataCenterGrowth #HPC #AIeconomy #DigitalAssets #TitanPartners #ARMS200 #MiningDiscovery
haYN Capital retweeted
DigiPowerX Secures Supermicro Deal to Launch NVIDIA B200-Powered AI Platform
DigiPowerX has finalized a strategic purchase order with Supermicro to acquire cutting-edge NVIDIA B200 systems, designed to fuel scalable and efficient AI infrastructure. These systems will be deployed within DigiPowerX’s proprietary ARMS 200 pods – AI-Ready Modular Solutions tailored for high-performance digital operations.
The first deployment of this next-gen AI platform is scheduled to go live in Alabama in Q4 2025, marking a major milestone in the company’s roadmap towards next-level AI computing.
With a strong focus on efficiency, modular scalability, and future-ready infrastructure, DigiPowerX is solidifying its position in the AI and data infrastructure landscape.
“This marks a defining moment in our journey”
— CEO Michel Amar
Follow – @DigipowerX
#DigiPowerX #Supermicro #NVIDIA #B200 #AIInfrastructure #ARMS200 #ModularAI #ScalableSolutions #DigitalInfrastructure #TechDeployment #FutureOfAI #DGXX #NASDAQ #TechInnovation #AlabamaDeployment #MichelAmar
haYN Capital retweeted
Today, Achieve announced that it has submitted a New Drug Application to the @US_FDA for cytisinicline as a treatment of nicotine dependence for smoking cessation. We are thrilled to have taken this next step. Read more: bit.ly/AchieveNDA
haYN Capital retweeted
Integra Resources Provides 2025 Guidance; Focused on Consistent Operations and Capital Investment at Florida Canyon and Significant Advancement of Development Projects $ITR.V juniorminingnetwork.com/juni…
haYN Capital retweeted
Avant Brands Strengthens Global Position with Strategic International Supply Agreements and 30+ New Product Rollout Across Canadian Provinces
Read the full news release: avantbrands.ca/news/avant-br…
#AvantBrands $AVNT $AVTBF
haYN Capital retweeted
$FNM.V "... We've confirmed a cohesive, multi-kilomeric gold-in-till anomaly – one of the most robust we've seen in the region. Additionally, the initial BoT/ToB drilling confirms a large-scale, cohesive gold-in-bedrock anomaly. Our knowledge of the +5 km Harpsund/Brokojan corridor has increased substantially, and our plan is to complete a brief follow-up BoT/ToB program here shortly and then proceed to diamond drilling in 2H 2025. Across the Gold Line belt, FNM continues its exploration and drill programs on multiple high-priority targets, and this will no doubt be one of the most active years in the region."
First Nordic Metals Confirms Robust Gold-in-Till Anomaly and Reports Encouraging Top-of-Bedrock Drill Results at Harpsund $FNM.V tinyurl.com/2crdoec9