MarketChatter

RKT

Posted @8:01.19 AM - Yolo'd hard, bro🚀. Ride or die with $RKT, them numbers bleeding but we out here diamond handing this! Not just a stock, it's a movement. 💎👐 #NotFinancialAdvice tho😂 ____________________________________ Posted @8:01.32 AM - Yolo'd hard, bro🚀. Ride or die with $RKT, them numbers bleeding but we out here diamond handing this! Not just a stock, it's a movement. 💎👐 #NotFinancialAdvice tho😂 ____________________________________ Posted @8:01.19 AM - Yolo'd hard, bro🚀. Ride or die with $RKT, them numbers bleeding but we out here diamond handing this! Not just a stock, it's a movement. 💎👐 #NotFinancialAdvice tho😂 ____________________________________ Posted @8:01.32 AM - Yolo'd hard, bro🚀. Ride or die with $RKT, them numbers bleeding but we out here diamond handing this! Not just a stock, it's a movement. 💎👐 #NotFinancialAdvice tho😂 ____________________________________ Posted @8:01.32 AM - Yolo'd hard, bro🚀. Ride or die with $RKT, them numbers bleeding but we out here diamond handing this! Not just a stock, it's a movement. 💎👐 #NotFinancialAdvice tho😂 ____________________________________ Posted @8:01.19 AM - Yolo'd hard, bro🚀. Ride or die with $RKT, them numbers bleeding but we out here diamond handing this! Not just a stock, it's a movement. 💎👐 #NotFinancialAdvice tho😂 ____________________________________ PLTR

Posted @7:55.29 AM - I’m not smart but What in the PLTR chart shows you that it’s going to go down? I don’t see it, are you blindly making a trade? (I sure hope this is like 5% of your account value if you are) (I agree there should be some August/fall pull back in the market but I can’t see anything showing that at the moment, personally I would wait for a sign that it will pull back 1st, which if you do see a sign let me know, right now it has a trend up, trend is your friend until the end) ____________________________________ Posted @7:55.29 AM - I’m not smart but What in the PLTR chart shows you that it’s going to go down? I don’t see it, are you blindly making a trade? (I sure hope this is like 5% of your account value if you are) (I agree there should be some August/fall pull back in the market but I can’t see anything showing that at the moment, personally I would wait for a sign that it will pull back 1st, which if you do see a sign let me know, right now it has a trend up, trend is your friend until the end) ____________________________________ TSLA

Posted @8:10.11 AM - TSLA hasn’t ever made sense. ____________________________________ Posted @7:01.6 AM - #Ban Bet Lost /u/BigSeth made a bet that TSLA would go to 250.0 within **2 days** when it was 317.776 and it did not, so they were banned for a week. Their record is now 0 wins and 5 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**WSB.gold**](https://wsb.gold) ____________________________________ Posted @7:01.6 AM - #Ban Bet Lost /u/BigSeth made a bet that TSLA would go to 250.0 within **2 days** when it was 317.776 and it did not, so they were banned for a week. Their record is now 0 wins and 5 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**WSB.gold**](https://wsb.gold) ____________________________________ Posted @6:49.25 AM - How can TSLA bounce back so quickly after earnings drop.. makes no sense .. plus .. 4B$ in subsidies drying up come Jan 1 ?? ____________________________________ Posted @6:28.55 AM - Thoughts on TSLA? Looks interesting ____________________________________ Posted @6:10.32 AM - Just a fellow regard here…but can someone explain how it makes sense that TSLA was trading at approx 316 when his puts were bought (2:20pm) and sold them profitably at 2:26 when TSLA was trading higher at 318? ____________________________________ Posted @6:10.32 AM - Just a fellow regard here…but can someone explain how it makes sense that TSLA was trading at approx 316 when his outs were bought (2:20pm) and sold them profitably at 2:26 when TSLA was trading higher at 318? ____________________________________ QQQ

Posted @7:21.13 AM - Somebody to love by Bieber and Usher is criminally underrated. Buy QQQ ____________________________________ Posted @7:21.13 AM - Somebody to love by Bieber and Usher is criminally underrated. Buy QQQ ____________________________________ Posted @7:21.13 AM - Somebody to love by Bieber and Usher is criminally underrated. Buy QQQ ____________________________________ Posted @7:21.13 AM - Somebody to love by Bieber and Usher is criminally underrated. Buy QQQ ____________________________________ Posted @7:03.4 AM - Full port QQQ 570s for 8/1 ____________________________________ Posted @7:03.4 AM - Full port QQQ 570s for 8/1 ____________________________________ Posted @3:02.1 AM - Decided to turn to the dark side and be a bear today and of course I Ate crow. Had a really god awful trade with QQQ and am trying to review everything to see what adjustments I can make. The thing that threw me off, I think, was the rocky upward movement from 11-12:30. I thought it would reverse because there is a lot of bearish upcoming potential news that might be affecting the market. So I bought a huge put position there somewhat OTM and got murdered by time decay as the next 3 hours traded around that new high. Anyone else here in the same boat? What do you think happened and could've done differently? ____________________________________ WM

Posted @7:44.51 AM - Everyone needs trash service. Every trash service needs a dump. WM wins both times. ____________________________________ Posted @7:44.51 AM - Everyone needs trash service. Every trash service needs a dump. WM wins both times. ____________________________________ Posted @6:43.32 AM - I don't understand how WM is almost $100b company but it doesn't have weekly options. Who tf wants to play earnings with a company that doesn't have weekly options. ____________________________________ Posted @6:43.32 AM - I don't understand how WM is almost $100b company but it doesn't have weekly options. Who tf wants to play earnings with a company that doesn't have weekly options. ____________________________________ Posted @6:43.32 AM - I don't understand how WM is almost $100b company but it doesn't have weekly options. Who tf wants to play earnings with a company that doesn't have weekly options. ____________________________________ Posted @7:23.31 PM - WM going to be handling all your portfolios after something finally happens this weekend ____________________________________ TD

Posted @6:19.9 AM - TD is Canadian. Toronto Dominion. No it's not good. Source: I bank with them. ____________________________________ Posted @6:19.9 AM - TD is Canadian. Toronto Dominion. No it's not good. Source: I bank with them. ____________________________________ Posted @6:08.17 AM - Is TD one of the biggest banks in US? Is it any good? Do you bank with them? 🤔 ____________________________________ Posted @6:08.17 AM - Is TD one of the biggest banks in US? Is it any good? Do you bank with them? 🤔 ____________________________________ Posted @5:12.42 PM - Picturing the TD agent laughing at you is hilarious. I always feel awkward calling in and them seeing dead memes in the red on my account lol ____________________________________ AI

Posted @6:55.15 AM - AI bots are not professors ____________________________________ Posted @6:41.10 AM - Our AI overlords won't need to understand emotions. ____________________________________ Posted @6:41.10 AM - Our AI overlords won't need to understand emotions. ____________________________________ Posted @6:41.10 AM - Our AI overlords won't need to understand emotions. ____________________________________ Posted @4:48.52 AM - Gooning with my AI waifu rn lmk if you have any questions you want me to ask it ____________________________________ Posted @4:44.26 AM - ahahahha yea multi billionaire perusing through gen z reddit. Quick book for small time pos shitty restaurant owner. Youre one Trying to convince random online to buy your lies. even if half your bullshit is true you are far from being able to afford this generation, , saying shit like that let me know that you are nobody pos who dont have 2 quarters to rub together. you think am some boomer who think AI generated news are real? Try harder jr ____________________________________ Posted @4:44.26 AM - ahahahha yea multi billionaire perusing through gen z reddit. Quick book for small time pos shitty restaurant owner. Youre one Trying to convince random online to buy your lies. even if half your bullshit is true you are far from being able to afford this generation, , saying shit like that let me know that you are nobody pos who dont have 2 quarters to rub together. you think am some boomer who think AI generated news are real? Try harder jr ____________________________________ Posted @4:44.26 AM - ahahahha yea multi billionaire perusing through gen z reddit. Quick book for small time pos shitty restaurant owner. Youre one Trying to convince random online to buy your lies. even if half your bullshit is true you are far from being able to afford this generation, , saying shit like that let me know that you are nobody pos who dont have 2 quarters to rub together. you think am some boomer who think AI generated news are real? Try harder jr ____________________________________ GLXY

Posted @7:21.26 AM - Where is my GLXY bros? We going to the moon or what ____________________________________ Posted @7:21.26 AM - Where is my GLXY bros? We going to the moon or what ____________________________________ Posted @7:21.26 AM - Where is my GLXY bros? We going to the moon or what ____________________________________ Posted @7:21.26 AM - Where is my GLXY bros? We going to the moon or what ____________________________________ Posted @6:13.37 PM - Minor sell off on GLXY but we'll keep rippin ____________________________________ Posted @6:13.37 PM - Minor sell off on GLXY but we'll keep rippin ____________________________________ Posted @6:09.32 PM - GLXY low risk easy play lets go ____________________________________ Posted @5:56.54 PM - You should buy GLXY like you’re name it’s gonna be worth a lot some day ____________________________________ Posted @4:11.50 PM - Now a good time to buy GLXY? ____________________________________ Posted @3:55.37 PM - GLXY a buy right now? ____________________________________ Posted @3:49.11 PM - !banbet GLXY $35 6d ____________________________________ Posted @3:47.26 PM - !banbet GLXY 35 6 days ____________________________________ Posted @3:29.14 PM - This is GLXY discounted. 12 analysts give 100% buy rate & many with a price target of 100 a share. Yeah I’m all in prove me wrong 🚀 ____________________________________ Posted @3:21.14 PM - This is GLXY discounted. 12 analysts give 100% buy rate & many with a price target of 100 a share. Yeah I’m all in prove me wrong 🚀 ____________________________________ Posted @3:18.40 PM - This is GLXY discounted. 12 analysts give 100% buy rate & many with a price target of 100 a share. Yeah I’m all in prove me wrong 🚀 ____________________________________ Posted @3:00.50 PM - Come on GLXY, I believe in you!!! ____________________________________ BBB

Posted @7:23.27 AM - That is a hell of a sign, the BBB is like Moody's credit ratings, they just take money for the good scores. And they still can't do well. Plus Zillow already proved their model doesn't work - along with their lawsuit they settled over their algorithms not working and misleading shareholders. ____________________________________ Posted @7:23.27 AM - That is a hell of a sign, the BBB is like Moody's credit ratings, they just take money for the good scores. And they still can't do well. Plus Zillow already proved their model doesn't work - along with their lawsuit they settled over their algorithms not working and misleading shareholders. ____________________________________ Posted @7:23.27 AM - That is a hell of a sign, the BBB is like Moody's credit ratings, they just take money for the good scores. And they still can't do well. Plus Zillow already proved their model doesn't work - along with their lawsuit they settled over their algorithms not working and misleading shareholders. ____________________________________ Posted @7:23.27 AM - That is a hell of a sign, the BBB is like Moody's credit ratings, they just take money for the good scores. And they still can't do well. Plus Zillow already proved their model doesn't work - along with their lawsuit they settled over their algorithms not working and misleading shareholders. ____________________________________ RKLB

Posted @7:21.42 AM - That’s what they said about RKLB too on earnings, and well.. ____________________________________ Posted @7:21.42 AM - That’s what they said about RKLB too on earnings, and well.. ____________________________________ Posted @7:21.42 AM - That’s what they said about RKLB too on earnings, and well.. ____________________________________ Posted @7:21.42 AM - That’s what they said about RKLB too on earnings, and well.. ____________________________________ Posted @0:48.19 AM - Golden Dome plays: Which company can do the best precision missiles? LUNR, RKLB - any other? https://preview.redd.it/darta08p84ff1.jpeg?width=1620&format=pjpg&auto=webp&s=ebfd44fb5bf752ea72996acf9e540d96bb5af140 ____________________________________ Posted @0:48.19 AM - Golden Dome plays: Which company can do the best precision missiles? LUNR, RKLB - any other? https://preview.redd.it/darta08p84ff1.jpeg?width=1620&format=pjpg&auto=webp&s=ebfd44fb5bf752ea72996acf9e540d96bb5af140 ____________________________________ Posted @0:13.57 AM - Ops right, dont get mad, pltr is an overvalued stock x35+ revenue and 600+ of earnings, At an all-time high, why tf would you buy it now.. yea, its potential is insane but so is any other company if you path it out. What I'm saying is, buy RKLB even now at 20bn+. When they go to the moon in a few years space stocks will be right up there on mars also, shit they already sent 2 satellites to mars.. Wanna buy netflix now or apple 😆 🤣 what a joke.. It's a traders game now. You missed the ride. ____________________________________ TLT

Posted @7:16.45 AM - TLT is safeish and pays a good dividend. Park your money there till a crash happens. You're welcome ____________________________________ Posted @7:16.45 AM - TLT is safeish and pays a good dividend. Park your money there till a crash happens. You're welcome ____________________________________ Posted @7:16.45 AM - TLT is safeish and pays a good dividend. Park your money there till a crash happens. You're welcome ____________________________________ Posted @4:09.37 AM - Oh man, it was 100 degrees here today. I believe I would've died trying to run in that lol. What's sad is I live an hour from both the Atlantic and the Gulf, and haven't been to a beach once this year! Might do that next weekend actually. Fav positions are a problem because they're all completely extended lol. I'm always going to hold Robinhood, but I think I'm gonna cut it in half until it pulls back. CrowdStrike is currently consolidating for the next leg up, but I try and keep at least that for exposure to cyber security. I also like Zscaler. Space commerce, so rklb, which is also currently chopping around. Data center plays like VRT, ANET etc. As I type these out, I realize all of these fell like a stone thru water on the last correction. So, trim the fat and hedge with puts on the core shares when necessary. Financials, I think Citigroup could double in two years time. It's price to book and sales is a fraction of the big boys like JPM. It lost 90% of its value in 2008, and the stock has spent the last decade basing out. It really started taking off this spring though. Energy and metals, currently exploring those. There's a DD on the main page about UUUU which is fairly intriguing. I'm in BABA for international exposure, and it's basically Amazon for China, trading at 1/10th the valuation. Alot of my gains recently have been riding the wave with SOXL and TQQQ. I just cut TQQQ and it looks like semis are rolling over, so SOXL will probably be gone next week. Crypto wise, I think with the rise of stablecoins, Ethereum may actually start outperforming BTC for the rest of the year. Right now though, I'm sort of thinking about trying to rotate into unloved stuff before the market does. UNH at 250 would be awesome. Some utility companies. Maybe TLT if it breaks out. I think Gold will make a push for 4,000 here soon. I keep thinking this rally can't go higher, and yet it continues. We know tarriffs date is Aug 1, and that coincides with one of the weakest months seasonally. So I think the plan is to take a bunch of profits, and then figure out a rebalance in August. And if the rally keeps going higher, then I'll just miss some of it. IM NOT GONNA GET GOT AGAIN lol. April style. But I'm also not going to sell core positions. So it'll be, hopefully, buying puts/selling calls, when the pullback does come. Which it will. ____________________________________ NPV

Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:33.51 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the stress‑tested NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ EIS

Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:33.51 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the stress‑tested NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ SPY

Posted @6:32.51 AM - Yall just ever stare at SPY all time ____________________________________ Posted @6:32.51 AM - Yall just ever stare at SPY all time ____________________________________ Posted @6:32.51 AM - Yall just ever stare at SPY all time ____________________________________ Posted @5:07.50 AM - Monday SPY correction back to $615-$620 ____________________________________ Posted @4:13.2 AM - Girls are temporary, SPY puts are forever. ____________________________________ Posted @4:13.2 AM - Girls are temporary, SPY puts are forever. ____________________________________ Posted @3:35.4 AM - !banbet SPY 590 3w ____________________________________ Posted @3:33.16 AM - !banbet 590 SPY 3w ____________________________________ Posted @3:21.0 AM - by portfolio diversification do they mean 50% $SPY CALLS and 50% $VIX PUTS? ____________________________________ Posted @3:08.11 AM - Alright so hear me out, SPY to 630, then face melter rally to 700 along with goog to 200. That ok? ____________________________________ Posted @3:10.47 AM - I still have 44 SPY puts ____________________________________ Posted @3:08.11 AM - Alright so hear me out, SPY to 630, then face melter rally to 700 along with goog to 200. That ok? ____________________________________ Posted @3:10.47 AM - I still have 44 SPY puts ____________________________________ Posted @3:08.11 AM - Alright so hear me out, SPY to 630, then face melter rally to 700 along with goog to 200. That ok? ____________________________________ Posted @3:10.47 AM - I still have 44 SPY puts ____________________________________ Posted @3:10.47 AM - I still have 44 SPY puts ____________________________________ Posted @3:08.11 AM - Alright so hear me out, SPY to 630, then face melter rally to 700 along with goog to 200. That ok? ____________________________________ Posted @3:08.11 AM - Alright so hear me out, SPY to 630, then face melter rally to 700 along with goog to 200. That ok? ____________________________________ Posted @3:08.11 AM - Alright so hear me out, SPY to 630, then face melter rally to 700 along with goog to 200. That ok? ____________________________________ Posted @3:05.42 AM - SPY might be up today, but Wu-Tang is forever. ____________________________________ Posted @3:01.20 AM - this is really dumb， I am too late for this ， but ，I got 44puts on SPY ____________________________________ CAKE

Posted @6:38.6 AM - I went to $CAKE for the first time like 20 years. IDK if that's good or bad ____________________________________ Posted @6:38.6 AM - I went to $CAKE for the first time like 20 years. IDK if that's good or bad ____________________________________ Posted @6:38.6 AM - I went to $CAKE for the first time like 20 years. IDK if that's good or bad ____________________________________ Posted @3:21.21 PM - shorting the life out of $CAKE ____________________________________ XRP

Posted @7:13.50 AM - XRP ____________________________________ Posted @7:13.50 AM - XRP ____________________________________ Posted @7:13.50 AM - XRP ____________________________________ IRR

Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:33.51 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the stress‑tested NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ LOI

Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:33.51 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the stress‑tested NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ CRWV

Posted @8:14.3 AM - #Ban Bet Lost /u/0uchmyballs made a bet that CRWV would go to 199.0 within **2 weeks** when it was 153.645 and it did not, so they were banned for a week. Their record is now 0 wins and 3 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**WSB.gold**](https://wsb.gold) ____________________________________ Posted @7:48.18 AM - This was me when CRWV was at 35 per share. Every time see the ticker, it brings me pain. ____________________________________ Posted @7:48.18 AM - This was me when CRWV was at 35 per share. Every time see the ticker, it brings me pain. ____________________________________ Posted @10:02.55 PM - Since April, trading with $120k in one account, I've made $80,000 and lost $50,000, soo $30k profit. 14k of the losses was on one CRWV play that I paper handed and would have been a 3k profit 5 days later. Another 13k off the losses were one volley of TSLA puts. I gotta get better at this lol. ____________________________________ Posted @7:01.3 PM - Petition to remove 'V' from $CRWV ____________________________________ EXIM

Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:46.27 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________ Posted @7:33.51 AM - GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the stress‑tested NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material. ____________________________________

Site for 24/7 Real-TIme Stat Tracking of Popular Stocks across Reddit

Comments Livestream

Top Tickers in Last Hour