New investment thesis:Find the names of the people in this photo and the companies they’re now building, then allocate proportionally.1) Jeff, HyperliquidWho are the others? Internet, do your thing. https://t.co/o0Angu0PAE ...

a few times a year on here you get gifted an extremely cogent investment thesis from crypto twitter from people who have spent way more time than you doing research on an individual name$GLXY is still a layup trade from here https://t.co/OFfOcV7AByDuncan (@FloodCapital):Here is the case for >$250 $GLXY in the next 3-7 years. Everything is lining up for them, fundamentals, the chart, and massive macro trends.Over $124 trillion in wealth is set to be passed down to the younger generations through now till 204 ...

Investment Thesis - The investment thesis is described as simple [1] - The core of the investment thesis revolves around the perceived work ethic of a specific demographic [1]

my investment thesis for this barely functional offchain database is that a rich Chinese guy tweets about it on Twitter ...

Market Sentiment - A trader previously lost a significant amount of money (7 figures, implying millions of dollars) on the same investment idea that is now proving profitable [1] - Being early in an investment thesis can be as detrimental as being completely wrong [1]

Investment Timing - Being too early in investments can be challenging [1] - A correct investment thesis may take time to gain popularity and attract capital [1] - Price action may lag in confirming the validity of an investment thesis [1]

Investment Thesis - The industry believes fiat currency is trending towards zero value [1] - The industry anticipates scarce assets will likely outperform other assets [1]

RT José Rojas (@RedJoseRojas)Forget your CFA shit, this is how you build a strong investment thesis. ...

Investment Strategy - The individual is not selling because their investment thesis has not fully played out [1] - The individual has been advised to sell since their portfolio was up low 6 figures, but they maintained their position [1] - The individual will sell when their investment thesis fully plays out [1]

Financial Data and Key Metrics Changes - For the first half of 2025, the company reported adjusted earnings per share of $1.73, exceeding budget expectations and aligning with full-year guidance [23] - The full-year guidance remains at $3.54 to $3.60 per share, with confidence towards the high end [24] - Adjusted net income for 2025 was $518 million, benefiting from favorable weather and constructive regulatory outcomes [25][26] Business Line Data and Key Metrics Changes - The company is experiencing strong performance in its electric service territory, with a projected long-term annual sales growth estimate of 2% to 3% [6][10] - The NorthStar business contributes approximately 5% to the earnings mix, with growth primarily from energy and capacity sales at Dearborn Industrial Generation [14] Market Data and Key Metrics Changes - Michigan has been recognized as a top state for business, with strong housing starts and job growth contributing to positive market conditions [6][19] - The company has agreements with new data centers expected to add up to one gigawatt of load, part of a nine-gigawatt pipeline [4][5] Company Strategy and Development Direction - The company is focused on customer affordability and plans to invest over $25 billion beyond its five-year plan to enhance its electric grid and renewable energy initiatives [9][10] - An integrated resource plan (IRP) is set to be filed in mid-2026, addressing capacity needs and renewable energy requirements [10][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to meet financial objectives and navigate a dynamic regulatory environment [23][32] - The company is well-positioned to capitalize on opportunities arising from the Big Beautiful Bill Act, which supports renewable energy projects [54] Other Important Information - The company has received regulatory approval for a storm deferral, marking a significant development in Michigan's regulatory landscape [19] - Moody's reaffirmed the company's credit ratings, indicating strong credit quality [28] Q&A Session Summary Question: Details on the new one gigawatt data center agreement - Management confirmed that the agreement is part of the nine-gigawatt pipeline and discussions are ongoing regarding the ramp-up of load, expected to begin in 2029 or 2030 [39][40] Question: Interaction between the new data center and the $5 billion CapEx upside - Management indicated that the $5 billion figure is based on current projections and would be adjusted if additional capacity is required due to the new data center [56] Question: Status of the gas case and potential for settlement - Management reported a favorable position in the gas case, with significant support for the revised ask and a willingness to settle if beneficial [59] Question: Financing plans for 2026 - Management stated that they are considering opportunities to derisk equity financing needs for 2026 and will keep options flexible [61]