George Kikvadze(@BitfuryGeorge):@MollySOShea @coatuemgmt Wow. Almost perfect symmetry with my thesis from a few weeks back. Ironically, almost all of these exact structural stock picks are already sitting in the portfolio. "Follow the gigawatts" is the only trade that matters right now. @KiteVC 😉

George Kikvadze

@BitfuryGeorge

Tech & Longevity investor 🦄 @BitfuryGroup $CIFR $HUT @Gonka_ai | @Wharton @YPO | Fam Office @Cryptic8VC | Author: And Then You Win

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George Kikvadze@BitfuryGeorge

2026.05.16 13:25

@MollySOShea @coatuemgmt Wow. Almost perfect symmetry with my thesis from a few weeks back. Ironically, almost all of these exact structural stock picks are already sitting in the portfolio. "Follow the gigawatts" is the only trade that matters right now. @KiteVC 😉