49th Parallel capital @49thparallel

TSLA PLTR NVDA Investor. looking for big waves and surf. opinions are my own. Earth Joined June 2018

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M. V. Cunha @mvcinvesting

11 hours ago

🚨 JUST IN: $CRWV signs a $14B deal with $META to provide computing power for AI infrastructure.

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APPLOVIN THE BIGGEST COMPANY IN THE WORLD THAT NO ONE ACTUALLY UNDERSTANDS Nice interview by the @tbpn team with Adam Foroughi Cofounder and CEO They are about to launch @AxonAdsManager in a few days. They are using Ai at scale in every process to drive efficiencies 🚀🤖 $APP

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Kaushik @Wiseman_Cap

a week ago

$APP JEFFERIES Key takes from our call with Alex Brown, Co-Founder & CEO of Tierra Agency. 1) Our experts expects his clients' monthly spend on APP to reach $3-5M (vs. META $4-5M). 2) Tierra is seeing significant demand for the APP referral program, including leads from brands…

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Shubhvani @shubhvanii

a week ago

one day, I'm gonna sit down and congratulate myself, smile, and say, "It was hard, but i made it"

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Dan 🤖🌥❤️ 🚀 @mcF_dan

a week ago

$IREN has quietly built one of the most valuable moats in AI infrastructure: control of 2.9 GW of low-cost, renewable power paired with purpose-built GPU datacenters. In a market facing a projected 36 GW U.S. power shortfall by 2028 and billions of dollars in delayed datacenter…

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kuno @kunoo

2 weeks ago

True 😂

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Silbergleit Junior @SilbergleitJr

a week ago

Seeing the +1,500% stock price appreciation of a pre-revenue company named $OKLO, I decided to do a quick due diligence. 1. Went to finviz to see if insiders are selling. They are. 2. Caroline Cochran (now married DeWitte) caught my eye in the list of insiders selling as she was…

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ADHIRA @Adhira_9999

2 weeks ago

OFFICIAL EMAIL FROM MICROSOFT

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Dear Son. @DearS_o_n

a week ago

Dear son,

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Freedom By 40 @Freedom_By_40

2 weeks ago

I haven't done this in ages so I wanted to put together a list of some of my personal favorite accounts on X. They aren't in order btw just went through the list of people I follow. There are many more and I am sure I missed quite a few but ya if you have the time I highly…

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unusual_whales @unusual_whales

2 weeks ago

JUST IN: Elon Musk bought over 2.56 million of $TSLA shares in a Form 4 filing worth over $1 billion

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Arkadi @ArkadiBaudelair

2 weeks ago

Everything you need to know about David Liu, the cofounder of $PRME and $BEAM, and the scientist behind two of the most groundbreaking gene editing technologies: prime editing and base editing. 🧬 In this thread, we’ll dive into his story, his biggest breakthroughs, and why…

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The Kobeissi Letter @KobeissiLetter

2 weeks ago

The time has come: On Wednesday, the Fed will cut rates for the first time in 2025 and "blame" a weak labor market. This will be just the 3rd year since 1996 with Fed rate cuts while the S&P 500 is at record highs. What happens next? Let us explain. (a thread)

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Eugene Ng @EugeneNg_VCap

2 weeks ago

Brookfield expects total AI data center capacity to increase more than 10X from 2024 to 2034, from 7 GW to 82 GW, driven primarily by AI inference relative to AI training.