| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Steve Cohen / Point72 | 80 | New buy | 125,000 | $797,500 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Added +7% | 58,700 | $374,506 | 0.0% |
“I looked into $NUAI earlier, their dilution is a red flag for retail investors unless they refinance. They have an equity financing with ATW AI LLC allowing issuance of $1B of shares 95% market discount. Repeat: Way below-market dilution potential. They also proposed another 3B+ share authorization. Unless they refinance or avoid drawing from the EPFA, I don't see how retail holders can ben…” post →
| Date | Tweet |
|---|---|
| 2025-09-27 | @Lotterystonks @GClandesti37321 I'm happy to invest like $NBIS or $CIFR after they completed their dilution at good terms and are scaling. But if $NUAI are diluting existing holders $1B+ and scaling that to 3B+ more shares at 95% under market rate, then I don't want to participate. → · 4 likes · 2,382 views |
| 2025-09-27 | I looked into $NUAI earlier, their dilution is a red flag for retail investors unless they refinance. They have an equity financing with ATW AI LLC allowing issuance of $1B of shares 95% market discount. Repeat: Way below-market dilution potential. They also proposed another 3B+ share authoriz… → · 15 likes · 11,164 views |
| 2025-09-26 | So I spent more time to do DD on $NUAI and found some really big red flags: They've sold 12.9M shares for ~$8.6M so far. But have a EPFA for $1B in shares to "ATW AI LLC" for 95% under market rate. "95% of the lower of VWAP or lowest trading price in the pricing period" In simple terms 50m curre… → · 14 likes · 3,109 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-08-17.