Tiny Whale @WastedTokens
Data Science | AI Engineering | Equity Markets | Improving my signal to noise ratio Joined October 2025-
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@KrisPatel99 @KrisPatel99 did you quit your job?😂
@NexusCoOfficial Elon plans to build 20GW of compute, breaks my brain listening to the earnings call
@KrisPatel99 I know you are good in options, thoughts on buying puts here as a hedge for Neocloud exposure? I am not selling any shares of-course but maybe short term there is more pain ahead🚒 Long term I am not shook yet
@maxwilliamson__ I think that is the bare minimum 😂
Anyone buying puts on AI names to hedge? more pain incoming?
Guess who is setting up Vera Rubin first and signing new contracts for it. Hint: They were sold off 30% last week. 7x perf per dollar is no joke, curious to see the big tech CapEx numbers in the coming days
ALERT🚨: Vera Rubin NVL72 is up to 7.3x better in perf per dollar than GB300 NVL72 for 1 million context length agentic inference workloads! THE MORE U BUY, THE MORE U EARN 👇️(1/3)🧵
Was going through $CRWV’s 10-Q. Helios looks like one under-appreciated part of the story. CoreWeave has committed to 526MW of critical IT capacity at Galaxy’s Helios campus, with 393MW coming online through 2027–28. The bigger kicker: Helios has ~1.63GW of approved gross power capacity. Galaxy has another ~830MW of approved power that remains uncontracted. Here’s where it gets interesting. If CoreWeave eventually captures just 25% of that remaining power, that’s ~208MW of gross power, or ~137MW of critical capacity at Helios’ current conversion ratio. At ~$40M/MW in annualized compute revenue, that’s ~$5.5B in potential annualized revenue from additional capacity at ONE campus. At 50%? Potentially ~$11B. Obviously, this assumes additional leases, construction, GPU deployment and sustained pricing. None of it is guaranteed. But AI compute is increasingly constrained by power + speed-to-market, not just GPUs. CoreWeave has already committed to 526 MW over three phases, and Phase I has been delivered. That gives Galaxy an established tenant and a real operating reference point for future leasing.
@NexusCoOfficial Me too, started dipping into NBIS, I already had CRWV which is in the red lol, waiting a few days to DCA down on that also. I think both will be fine!
@ChillBanking I mean everyone is talking about it
At what price is the stock too cheap? Can someone explain me what is wrong with Grab?
@NexusCoOfficial Nice!!, how did you create this?
B300 hourly prices went from 2$ to 10$ in a week?
Did some due diligence using ChatGPT on NextDecade over the weekend and started a new position in it. Curious to know @RealMattMoney is this correct when train 6-8 come online , does this mean they could potentially sell that uncontracted capacity at higher spots prices?
FinX might be the most negative place when pullbacks happen, everyone was so bullish 2 weeks ago and now everyone is trying to predict the next market crash, the flip flopping is real.
Aged well @KrisPatel99
@WastedTokens @stevenfiorillo @amitisinvesting Not sure if this is what you were trying to do but youve made a pretty good case on why it might not be a bad idea to short companies like Dell if you think the cycle is at a peak. Their Growth is projected to go down to 20% in the next few years but their multiple is trading at
@NexusCoOfficial Congratulations! I gotta aim high as well to 100 lol
@babyfolio $CRWV bulls hating on Nebius and $NBIS bulls hating on Coreweave, while both selling off the same this week, one big cinema past few days🍿
Olympus @Olympusperspect
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