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So most of your understanding of finance and economics at this level is based off of 80s movies. Excellent. 🙄 Biff. First of all, don’t whistle on the elevator. Second of all, understand that when you hear about CEOs etc getting stock options, THAT HAS NOTHING TO DO WITH A 401K. (Actually for all I know a portion of it MAY EVENTUALLY go into things like a 401K or Roth IRA account; but the overwhelming majority of it AS I UNDERSTAND IT would have to go into a taxable brokerage account at some point)

# WAIT, SO IT'S OVER? JUST LIKE THAT? THE MUSIC HAS STOPPED? AND I AM STILL ON THE FLOOR DANCING???? WTF! GIVE MY MONEY BACK

Apes today: More Gematria! Tokenized Shares! GAMESTOP HAS AQUIRED EBAY!

Me again. If you’re new, go read the post on WOLF and CLF first. Let's pre-empt the peanut gallery: there has been enormous volatility due to wars, the great Leo margin call, interest rate and inflation terrors and oil & diesel armageddon. This has nothing to do with the thesis and if you are patient and got balls this is how you make money. My thesis is correct and this is what happens next. In June I said the government was going to put 1.5 BILLION into Wolfspeed. I pointed to the indenture covenants where the 1L noteholders agreed to let a federal lender take first priority on Siler City. On October 7, [the Department of War’s Office of Strategic Capital announced a conditional $1.5B, 30-year loan commitment to Wolfspeed](https://www.wolfspeed.com/company/news-events/news/wolfspeed-announces-conditional-30-year-loan-commitment-from-us-department-of-war-to-advance-domestic-wide-bandgap-supply-chain/).  WHERE I FUCKED UP (AGAIN, IN THE BEST WAY) I said DoE plus CHIPS. It’s the Department of War. THAT IS EVEN BETTER. THE BORING SHIT **(**[**read the 8-K yourself**](https://www.sec.gov/Archives/edgar/data/0000895419/000119312526416987/d122407d8k.htm) if you are an autist as well) WOLF gets up to $1.5B in up to four tranches, available over a 30 year window. $600M refinances the 1L senior secured notes due 2030 in full. Those are the expensive notes I told you were bleeding this company dry. The interest rate is UST plus 1.25–1.75%. Then there are some other tranches of debt that open based on some milestones and investments that I will explain later. In exchange, the Department of War gets warrants for up to 7.5% of the company. It can also name a non-voting board observer. The company has to keep its HQ in the US, and a majority of the board has to be US citizens blah blah blah. **THE PART I DIDN’T SEE COMING: THIS ISN’T AN AI DEAL. IT’S AN AI & WEAPONS DEAL.** I was focused on 800V data centers and solid-state transformers (SSTs) based on the DPA from April which named power control electronics and other supply chains for grid resilience as strategic priorities. What I didn't see coming was FUCKING SPACE WEAPONS. Read what the Pentagon says the money is for. [Per TNW’s summary of the DoW release](https://thenextweb.com/news/wolfspeed-loan-1-5bn-department-of-war), it lists: Propulsion systems, directed energy weapons, drones, electronic warfare, radar and missile defense. **Investments will be made into upgrading GaN epitaxy for electronic warfare, onshoring GaN power devices, building GaN-on-SiC RF wafers, and radiation-hardening SiC and GaN. Rad-hard means space and nuclear.** This is a list of things that are no longer commodity consumer auto parts and soon Wolfspeed will start to trade like a defense prime. I admit I was a bit caught off guard by all of this and wanted to take a couple of days to process but NOW IT ALL MAKES SENSE. Go back to the [GE Aerospace MOU from June 8](https://geaerospace.com/news/press-releases/ge-aerospace-and-wolfspeed-collaborate-accelerate-high-voltage-silicon-carbide-sic). Wolfspeed supplies its 10kV MOSFET die, and the two companies co-develop **high-voltage module standards for SSTs and next-gen aerospace & defense platforms**. [GE had already qualified high-voltage SiC power units for US military ground vehicles.](https://www.streetinsider.com/Basic+Content/GE+Aerospace+and+Wolfspeed+sign+MOU+for+silicon+carbide+development/26615085.html) That MOU now makes sense. GE is the first prime-side customer, and the DoW loan is the government-side financing. I expect other primes to follow soon. THE CLAUSE NOBODY READ PART 2 Last time it was Section 8.02. This time it’s the conditions precedent in the 8-K. To sign definitive agreements, Wolfspeed must execute **“one or more letters of intent or definitive offtake agreements”**that OSC accepts. Every tranche after the first is also conditioned on offtake agreements. The DoW additionally gets certain rights on products related to the project. Translation: the Pentagon won’t fund the remaining $900M until someone signs up to buy the output. NOW LETS LOOK AT EXACTLY WHAT THE PLAYBOOK IS THAT THIS ADMIN HAS USED BEFORE **MP (July 2025):** [DoD took a 15% stake, signed a 10-year offtake for 100% of the 10X magnet facility, and set a $110/kg NdPr price floor](https://trendspider.com/blog/pentagon-backs-mp). THEN, Apple signed a massive offtake agreement. The stock went up 50% that week. **Intel (August 2025):** the government took a 10% equity stake & then they started to gain commercial momentum as onshoring became the in vogue thing to do. Stock is up \~4x from it's lows. **Wolfspeed (October 2026):** a loan plus warrants, with offtake required as a condition. WHAT DO YOU THINK HAPPENS NEXT ANON???? MP’s sequence was equity, then offtake, then a price floor. Wolfspeed has the equity-like piece (warrants) and the capital.  My call is that the offtake comes from the DoW directly, the DoE directly, from a defense prime, or from some sort of combination. GE has already dipped it's toe. I don’t know which or when. I do know the deal can’t close without it. **WHY THIS RE-RATES THE STOCK** Today the market values WOLF like a broken, recently-and-soon-to-be-again bankrupt commodity cyclical auto-parts supplier. Pretty much the lowest multiple shitco stock valuation possible in capital markets. Once there is a 30-year Pentagon lender, a government warrant holder, a board observer, and contracted defense offtake, it stops looking like a cyclical. It looks like a sole-source defense supplier and a strategic and critical supplier to sensitive American supply chains for THE MOST IMPORTANT INDUSTRIES IN THE AMERICAN ECONOMY (GUNS & AI) **CLF UPDATE: THE OTHER HALF OF THE APRIL DPA** Recall that the Presidential Determination named “power control electronics” (WOLF) **and** “electrical core steel” (CLF). [Cliffs announced a sole-source, up to $400M GOES contract with the Defense Logistics Agency](https://www.steelmarketupdate.com/2026/07/06/cliffs-awarded-400m-goes-contract-from-department-of-war/). It’s a five-year deal for the Army, Navy, Air Force, Marines and Space Force. Goncalves has said the government stockpiles this stuff. That is literally a defense offtake for transformer steel. On October 6, [Energy Secretary Chris Wright and Commerce Under Secretary Kimmitt toured Butler Works](https://www.steelorbis.com/steel-news/latest-news/cleveland-cliffs-hosts-us-energy-officials-at-butler-works-to-showcase-goes-expansion-1482174.htm). The visit showcased the $200M GOES expansion, backed by a $75M DOE award, that raises GOES output by **up to 25%**. Butler is the only US GOES producer. Cabinet secretaries don’t fly to Butler, PA (where tf even is that???) to look at furnaces for fun. CLF already has a defense stockpile contract. My guess at the next step is a DPA Title III award or long-term offtake with transformer OEMs. SAME PLAYBOOK. **THE BIG PICTURE: POWER IS THE WHOLE TRADE NOW** The "bottleneck" (sorry if this word gives you PTSD) has gotten worse since I posted. [Substation transformer lead times are now over 160 weeks](https://www.sparkcharge.io/post/data-center-power-101). Interconnection queues are the binding constraint on data center builds, so everyone is going BTM for power. This is already priced into these names (see BE, GEV and co.) Every dollar of AI capex guidance assumes those GPUs get power. Hyperscalers, utilities, and the government, and every major GPU and Memory company are all incentivized to get power online. There are only two ways to do it: **BTM generation plus more transformers.** That’s GOES/CLF. **FAST TRACK SSTs.** [SSTs handle power flowing both ways and make BTM integration easier](https://www.techcrunch.com/2026/02/20/why-investors-are-going-gaga-over-solid-state-transformers/). [Rosendin says SSTs plus medium-voltage UPS can eliminate up to two-thirds of conversion steps](https://pv-magazine-usa.com/2026/07/15/data-center-power-shifts-favor-bess-solid-state-transformers/). That's WOLF. The market is schizo right now. The AI trade could blow up, Iran could blow up, something unforeseen could blow up. I don't see the entire future but I have weaponized my autism directly at understanding the admin's strategic investment initiatives and I AM TELLING YOU WHAT THEY WILL DO. **POSITIONS:** 3k WOLF Shares, 1k CLF Shares, various call option contracts on both. I have traded positions around big market moves (didn't get these all right) but have upped my core position in both of these names because I am correct. Positions across various accounts but I will show some in comments. Good luck fellow regards.

Me: (finally buys MU calls) Headlines: "THE GREATEST MEMORY BULL RUN IN HISTORY.......HAS ENDED."

BUCKWHEAT HAS BEEN SHOT

Bearhunter is standing on his porch, looking at seven monitors, shouting: "MY ORCHARD IS UP 0.4% TODAY! GOD BLESS AMERICA! 🗽🦅🇺🇸" The next morning, the S&P drops 0.3%. "CANADA HAS ALWAYS BEEN MY HOME. I NEVER TRUSTED AMERICA." 🇨🇦🍁💀 #LMAO🤌

\*MARK ZUCKERBERG SAYS META HAS REACHED AI ‘FRONTIER’ AND REJECTS CALLS FOR SLOWDOWN - FT \*META UNVEILS NEW AI MODEL TO CHALLENGE OPENAI AND ANTHROPIC \*META LAUNCHES MUSE WONDER, NEW MODEL TO COMPETE WITH WORLD'S MOST ADVANCED SYSTEMS

MARK ZUCKERBERG SAYS $META HAS REACHED AI ‘FRONTIER’ AND REJECTS CALLS FOR SLOWDOWN - FT

No, unified RAM HAS to be physically extremely close to the CPU. As in: packaged on the same chip package. This is 100% for performance reasons.

It doesnt actually work tho and no one wants the effect it would cause. Like the new apple silicon laptops are so powerful for what little power and the size they are because its a SOC. Just removing the ram alone outside of the chip package and making it a plug in stick would xripple the performance of a huge level. It cant be done. We are approaching speeds and performance were things are done like this because it HAS TO HAVE THE SHORTEST PATH WITH LEAST RESISTANCE

NBIS ALEAYS HAS YOUR BACK 😉

DUMPIN' DON HAS DONE IT AGAIN

I just went through a recast to do exactly this. At 22% equity the bank HAS to remove it. At 80% they can be asked and may need to do an appraisal.

it simply HAS to be calls today

IRAN SAYS THE US HAS ACCEPTED SOME OF ITS SEVEN CONDITIONS FOR REOPENING THE STRAIT OF HORMUZ, BUT TEHRAN CONSIDERS WASHINGTON’S RESPONSE INSUFFICIENT, WITH UNRESOLVED AMBIGUITIES REMAINING. this translates to green to me

PE/PC do ruin everything (fuck them), but let's not act like Vegas wouldn't have been enshittified post-pandemic if they weren't around. Mcdonalds/Chipotle/fastfood, a majority of airlines/hotels/experiences, Nike/apparels, etcetc were all pushing the level of BS the consumer would take. You know who doesn't have any fucking "oh no consumer is feeling bad!" issues? Costco. No on HAS to go to Costco. You literally have to PAY for a fucking membership. Everyone with any biz sense/savvy loaded up on PPP/EIDL/SBA/regular loans during the pandemic, used it to invest heavily, and had to rise costs to keep up with inflation while returning investments. Vegas was no exception. MGM is public and their casinos are some of the worse offenders and the leaders in the price hike BS like 0/00 roulette, pay for parking, higher hotel fees, and other BS. Main point is Vegas got too pricey and cocky so now they're paying the price for fucking around too much.

Here, let me help you: All time Gains- 866% one year - 12.59% YTD - 28.8% 6 month - 13.5% 1 month 25.5% 5 day - 6.41% 1 day 5.19% YOUR NARRATIVE HAS NEVER WORKED.

**NO MORE DISRESPECTING COMMON AND PEDESTRIAN BULLION. IF YOU WANT SOMETHING VERY FEW OTHER PEOPLE HAVE, HERE THEY ARE.** **OWN A TRULY RARE AND UNIQUE PIECE OF HISTORY!** **HOW MUCH OF YOUR STACK ACTUALLY HAS A STORY BEHIND IT?** **Are they really rare? PCGS grading population:** [**https://imgur.com/a/xPSnf46**](https://imgur.com/a/xPSnf46) Proof : [https://imgur.com/a/hJFeoOw](https://imgur.com/a/hJFeoOw) Gallery videos: [https://imgur.com/a/Y9pEHOB](https://imgur.com/a/Y9pEHOB) This will not be your coin , but is representative of all Petols offered today. If you would like more pictures please ask This "community currency was created by Ken Young, a climate scientist turned cannabis farmer living deep in the isolated Mattole valley in Humboldt county CA ( aka The Emerald Triangle). In 2007 Young created this currency known as "Petols" in an attempt to break away from government backed currency. They were never intended to be used outside the Mattole Valley. It's also believed to be a clever money laundering technique! This was an illegal cannabis farming community that was growing a massive amount of high quality cannabis. There was an old law on the books, likely left over from the gold rush days. It made any precious metal exempt from government seizure. They could take everything BUT your gold and silver!! The 1 oz were only minted in 2007 by Northwest Territorial Mint.. **1 oz only minted in 2007-2 oz only minted in 2008 ULTRA LOW MINTAGE!!** Read about Ken Young and the Petol here: [https://www.northcoastjournal.com/news-2/petol-power-2126044/](https://www.northcoastjournal.com/news-2/petol-power-2126044/) TLDR: Local hippie and weed farmer thinks you shouldn't trust money, makes his own, and tells local businesses to get off the dollar and back to silver **-------------------------------------------------------------------------------------------------------------** I have today five (5) 2007 10 Petol coins, **1 ozt .999 in capsules**. These are tube fresh and certainly BU DCAM, if not higher (see gallery video) **$100/ea (80% of comps)** **I WILL ALSO TRADE PETOLS FOR GOLD! HIT ME WITH TRADE POSSIBILITIES. WOULD PREFER 1/10 OR GRAMS** **Weight and purity are stamped on side of coins. Please have patience if I dont answer right away, might be eating supper** Venmo (NO notes,) PayPalFF, Cashapp accepted. Shipping $7 GA under 6 oz, $12 Priority.. ANECDOTAL WARNING ON SHIPPING!!!!! USPS ESTIMATED DELIVERY DATES HAVE BEEN A DREAM AND A JOKE LATELY!!! ITS ALMOST CERTAINLY NOT GOING TO ARRIVE WHEN THEY SAY IT IS!!!!  Shipments go out within 36 business hours. At my discretion I will ship first to members with at least equal my flair. Also always happy to do a middleman at buyers expense. I reserve the right to change prices at any time and choose who I want to work with. Until I drop a shipment off at the post office I assume %100 of liability. While in transit we split 50/50. Once it is marked delivered you assume %100 liability. I package like I would like to get my packages. If sold out or you want to talk about Petols, chat me anyway. Thank you, DooDoo

music tried to post a pic to flex and is spending power is 50% less than I make in just divs a year but HE HAS OTHER ACCOUNTS REEEEEEEEEEEE

Why would who isn't a boomer go to Vegas? Gambling? You have to drive/fly out there to get 0/00/000 stacked against you in roulette? Drinking? Increasingly rare to get it comped, you'd lose all your money before the waitress gets over, you'll have to tip, etc. It's cheaper to drink at home or your local bar. Sports? Like wtf is the Vegas Golden kings? There is no NBA team. Go all the way out to vegas just to watch the LV raiders in an indoor stadium? Does anyone not in LV know the baseball/soccer team??!?! I sure don't. Retired acts? Again for boomers. No one HAS to go to Vegas for Hotels? Increasingly soulless compared to the days of old (luxor/excaliber/circus/venician/NYNY/etc), increasing runned down, and increasingly expensive. Hookers? Technically, prostitution is legal in Nevada but it's actually illegal in Las Vegas. Also probably extreme over priced. Plus there's OF, pornhub, tinder, and IG. Drugs? You can get those anywhere. Often cheaper.