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matthew sigel, recovering CFA
Google investing another $9B over two years in Oklahoma


matthew sigel, recovering CFA9.8. klo 05.25
Stone Ridge just bought $1.3B of Oklahoma energy assets from ConocoPhillips, bringing its portfolio to 11+ GW.
Oklahoma is shaping up as prime territory for bitcoin miners.
$OGE, which we own, is right in the middle of it.

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What is an S3 Squeeze Score of 70?
"These are securities that are crowded and have a substantial risk of a short squeeze event"


matthew sigel, recovering CFA8.8. klo 22.22
$CMPO +17% to all-time high.
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Vanguard becomes #2 holder of @VivekGRamaswamy's Strive $ASST, which has pivoted to a Bitcoin treasury strategy,


matthew sigel, recovering CFA14.7.2025
Vanguard: Bitcoin is immature and has no value.
Also Vanguard: Buys 20M shares of MSTR, becomes top backer of Bitcoin’s loudest bull.
Indexing into $9B of what you openly mock isn't strategy.
It’s institutional dementia.

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