Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until fiscal 2031.
Tuesday, August 18, 2026
From X
Laughing Water Capital on X
@yummyCenturyEgg the "studies" that the opposition have submitted are full of false assumptions and bad data, as demonstrated by $NN. Why would objectors willingly submit bad studies? logical explanation is b/c proper studies show no interference.
Laughing Water Capital on X
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 8/x) add this to the list of common sense and technical arguments that demonstrate how the 900 band is not messy. Assume the $NN bears will ignore this, as they ignored the above points. https://t.co/wqpbmn33X7
Laughing Water Capital on X
NN’s low-band spectrum could gain value as Apple pursues satellite-to-phone service and seeks greater control over its satellite network.
Laughing Water Capital on X
$NN has sought engineer-to-engineer collaboration with its opposition for roughly 18 months, but the opposition has declined to engage in testing.
Laughing Water Capital on X
Neonode says moving toll-system spectrum by a few MHz would cost tens of millions, while camera-based AI already handles half of toll reading.
Laughing Water Capital on X
RFID spectrum policy faces a dispute over why U.S. users need 28 MHz when Europe and Japan use 6 MHz and China uses 5 MHz.
Laughing Water Capital on X
NextNav says industry engineering and valuation professionals consider its spectrum clean, rebutting criticism of the asset’s quality.
Laughing Water Capital on X
NN’s spectrum assets are likely valuable, despite a bearish view based on a selective reading of the company’s prospects.
Investor Letters
All letters- Royce Investment Partners year-to-date period ended 6/30/26 +23.8%
- First Eagle Investments 2Q 2026 -16.6%
- Broyhill Asset Management first quarter -6.0%
- Greenhaven Road Capital first quarter +17.0%
- Greenhaven Road Capital first quarter
- Weitz Investment Management 3Q25
- Oakmark Funds 2Q 2026 +2.5%
- Southeastern Asset Management 2Q26 +3.9%
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