Friday, June 06, 2025 11:31:13 AM
What’s happening here is a classic case of manufactured supply. When retail starts buying in a low-float environment, market makers don’t have enough real shares to fill those orders. So they use the market maker exemption under SEC Rule 203 to create synthetic shares through naked shorting. These phantom shares temporarily fill demand but artificially increase supply and suppress price. That volume you’re bragging about? It’s mostly internal fills, wash trading, and controlled selling to keep the lid on. It's not weakness. It's manipulation.
If you've ever tracked a real squeeze setup, you'd know this is how it looks before the break. And when the buying pressure continues and they run out of synthetic supply, the only way out is to cover. That is when price starts moving and it usually doesn't stop until the imbalance clears.
Now let’s talk about the actual company. The most recent quarterly filing showed $1.7 million in revenue, a 173 percent increase over the previous quarter. That’s not a maybe. That’s a real number. More importantly, anyone who understands the mining business knows those revenues lag deployment. These sites take time to build, energize, stabilize, and reach full capacity. You’ll see that pattern in the financials of any public miner. Look at CleanSpark. Look at MARA. Infrastructure gets deployed first, and revenue follows a quarter or two later.
Right now this company has 10MW online at McAllen, 8MW live at Hillmont, 13MW under construction at George West, and a 16MW expansion on deck. That is 47MW of infrastructure in motion. Based on site-level economics, this puts them on track for around $9.8 million in annualized profit and $26 million in top-line revenue. Even using basic 8x multiples, that supports a valuation in the $70 to $80 million range. And yet it’s trading like a no-name shell because the market hasn't caught up.
This isn’t some sketchy penny stock with no product, no revenue, and no plan. This is a real business scaling with real infrastructure. And if you can't see that, it's because you haven’t looked.
As for me, I’m not some first-time bagholder jumping in off hype. I’ve been trading for over 10 years. Stocks. Crypto. Public company cap structures. I’ve seen a lot of plays and been through a lot of market cycles. I showed up here because I was at Bitcoin 2025 last week and kept hearing about these guys. I’ve followed Kaboomracks for years in the bitcoin space. They’ve gone from flipping used gear to running infrastructure and closing major deals. When I found out they were reversing into this shell, I started paying attention. And yeah, it brought me to OTC for the first time. Not because I chase junk, but because this is one of the few plays down here that actually has meat on the bone.
You want to discredit the thesis? Bring numbers. Bring a model. Bring a breakdown. Otherwise, all you’re doing is talking loud and hoping people don’t look deeper. I'm supplying that, you're supplying trash.
The setup is real. The business is real. The squeeze is brewing. And the market hasn’t even started to price it in.
Do your homework before you step in the ring
Mic Drop
Recent CGAC News
- ePIC Blockchain Signs LOI with A.R.T. Digital to Redefine Bitcoin Miner Design with Breakthrough Air-Cooling Technology • InvestorsHub NewsWire • 06/18/2025 04:41:06 PM
- A.R.T. Digital Holdings (OTC: CGAC) Secures Non-Dilutive Financing for George West Site Supporting NASDAQ: BTBT • InvestorsHub NewsWire • 06/17/2025 09:07:36 AM
LaFleur Minerals Reports Assay Results Highlighting 2.05 g/t Au over 158.25 metres, Confirming Strong Gold Continuity at Swanson Gold Project • LFLRF • Feb 5, 2026 5:29 AM
DRCR Begins Rollout of New Business Model • DRCR • Feb 4, 2026 12:42 PM
BIO-PATH HOLDINGS ANNOUNCES "BPTH 2.0" STRATEGIC PIVOT ON WORLD CANCER DAY; ENGAGES LEGAL COUNSEL FOR REGULATION A OFFERING • BPTH • Feb 4, 2026 10:00 AM
Branded Legacy, Inc. (OTC: BLEG) Successfully Negotiates Retirement of Four Additional Convertible Notes, Preventing Potential Dilution of Hundreds of Millions of Shares • BLEG • Feb 4, 2026 9:07 AM
ConnectM Subsidiary Signs Definitive Agreement with Alpex Solar to Execute Solar Deployments Worth an Initial ~$16.5M • CNTM • Feb 4, 2026 9:05 AM
The Hidden Revenue Drain in Hospitality-and How AI Robotics Is Finally Closing the Gap • NGTF • Feb 4, 2026 9:00 AM
