investanswers / InvestAnswers is on Nostr

#Bitcoin #Tesla #MathMoneyFreedom Analytics that Defy the Norm: Beyond the Charts

Last Notes

2025-05-06 03:08:53 GMT

$SMLR acquires 167 #Bitcoins for $16.2 million and has generated BTC Yield of 22.2% YTD. Now holding 3,634 $BTC and is now the fourth largest Bitcoin Treasury Company in the U.S.
https://ir.semlerscientific.com/node/10811/html

2025-05-06 03:07:49 GMT

On the 30th of April, $SMLR acquires 165 #bitcoins for $15.7 million and has generated BTC Yield of 23.8% YTD. Now holding 3,467 $BTC. We bleed orange. 🚀
https://ir.semlerscientific.com/news-releases/news-release-details/semler-scientificr-announces-updated-btc-atm-activity-0

2025-05-06 03:06:11 GMT

ZOMBIE ZONE – Company #3: Viant Technology ($DSP)
✅ Weak Stock Performance: Down 44% since its 2021 IPO and significantly underperforming in recent months.
✅ Depressed Valuation: Trades under 10x forward EBITDA despite projected mid-teens revenue growth. Investor concerns center around dilutive acquisitions, intensifying competition, and platform commoditization.
✅ Large Cash Reserves: Sitting on $205 million in net cash — roughly 25% of its $900 million market cap. Despite some buybacks and M&A, most of this capital remains idle.
✅ Strong Profitability: Generated $34 million in 2024 free cash flow, with analysts forecasting growth through 2028.
@viant_tech is a mid-sized demand-side platform (DSP) in the increasingly competitive ad tech space, facing pressure from tech giants like Google, Amazon, and The Trade Desk.
The company’s stock got sliced in half in February, reflecting skepticism about its organic growth and reliance on acquisitions.
Viant is led by co-founders Tim and Chris Vanderhook — savvy entrepreneurs who have built Viant from the ground up and retain control through their Class B voting shares and two (of four) board seats. A third brother, Russell, is also a co-founder and senior VP.
While there’s no public record of direct #Bitcoin involvement, Chris (@cvanderhook) has voiced enthusiasm for decentralized technologies. In a company video promoting the "New Open Web," he states:
“Crypto, blockchain, NFTs, the death of 3rd-party cookies… decentralization is coming… we call it the New Open Web.”
With meaningful cash reserves, strong cash generation, and open-minded leadership, Viant is in a prime position to embrace a Bitcoin treasury strategy. Doing so could unlock transformative returns and insulate the business from technological disruption and industry commoditization.
The question is no longer “why $BTC,” but “when.”

2025-05-06 03:05:28 GMT

On the 25th of April, Semler Scientific acquires 111 #bitcoins for $10 million and has generated BTC Yield of 23.5% YTD. Now holding 3,303 $BTC. Just getting started. 🚀
$SMLR https://ir.semlerscientific.com/news-releases/news-release-details/semler-scientificr-announces-updated-btc-atm-activity-purchased

2025-05-06 02:46:32 GMT

Thank you to Bitwise for an awesome investor day and great to catch up with the 🐐
https://blossom.primal.net/89fe897e56cbb45b0592dd2138d3668ed14e3c7733dc095e22d8f0f8e2aa0bae.jpg
https://blossom.primal.net/48490ab6ac7cf166596bdffdebf412ce362caf5c1eb0d99a775d15dc9c3fe5a8.jpg

2025-05-06 02:43:45 GMT

Super BTC Sunday with the 🐐
https://blossom.primal.net/5e67203371867d05fa2d328d14412cf62caa8a3e3433d5230e7bd54227dd882a.jpg
https://blossom.primal.net/45b265d961d82ac946dd63ded16c3d154ea95cee55facb928c00677f50b43fd8.jpg

2025-05-06 02:42:00 GMT

Fired up! @APompliano #BTCinvestorweek