Allowing myself to be bored! @sumitnandy
Busy Living! I love to spend time alone, but I am not lonely! Joined April 2010-
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Blackstone $BX COO Jon Gray described the next ‘big thing’ across three categories: 1) Chips 2) Data Centers 3) Power They've projected a 40% increase in US electricity demand over the next 10 years. The first two categories depend entirely on the third, making electricity…
JUST IN: Citigroup has raised its forecast for AI infrastructure spending by tech giants to over $2.8T through 2029, up from $2.3T previously. $NBIS $CRWV $IREN $AMZN $MSFT $GOOGL $ORCL $META $NVDA $AMD $AVGO Hyperscalers' AI capex is now expected to hit $490B by 2026, vs.…
JUST IN: Avride, 100% owned by $NBIS, has officially completed 100,000+ autonomous deliveries at The Ohio State University. 🔥 "This is the largest robot deployment in the United States, and we’re proud to be shaping the future of autonomous delivery together with The Ohio State…
Once I got a hunch late last week that $BKKT was the company @mikealfred was joining, I started doing some DD. There is a lot that can be talked about but what grabbed my attention the most was Bakkt’s API, Bakkt Agent. Here is where I think Bakkt could really make an impact 🧵
IREN’s FMV Lease Model as a Strategic Differentiator (courtesy of ChatGPT) IREN has emerged as a first mover in structuring fair market value (FMV) leases for GPUs, a financing mechanism almost unheard of in the cloud infrastructure sector. Whereas competitors such as CoreWeave…
$IREN's Unique IaaS Proposition: Infrastructure-Heavy, Hardware-Light Yesterday during the Orange Group panel at Pubkey in NYC, @mikealfred explained that one of IREN’s unique advantages compared to other neoclouds is that, by leasing the chips instead of buying them, they are…
i periodically watch this reel at least twice a week.
"Don't Tell Anyone!"
If you don't know how to read and analyze a Balance Sheet, read this:
This video will change your Life 🎯🔥
This CNBC interview is a little dated, but the message still holds. $IREN’s origin story, and our same belief today - data center capacity is highly unlikely to ever keep up with demand.
STANLEY DRUCKENMILLER'S Q2 UPDATES JUST OUT: New Positions: $SE, $NU, $WBD, $AVGO, $BAC, $MSFT, $IWM Added to: $APP, $ROKU, $TSM, $DAL, $UAL Sold completely: $TSLA, $COF, $AAL, $AMZN
Stanley Druckenmiller on his mentor, George Soros: “He taught me to never invest in the present. Visualize 18 months out, that’s where the price will be.” Building this edge, the ability to see ahead is the game. Work!
@amitisinvesting Here is a higher quality chart $SPX
With the One Big Beautiful Bill passed and 100% expensing locked in, America is experiencing a CapEx Comeback. AI is accelerating. Productivity is rising. If the Fed had any imagination, they'd embrace the Greenspan model—because the Golden Age of America is upon us.
It takes 5.25x more capital to move BTC the same percentage as ETH. Yesterday’s ETF inflows: 🟢 +$218.6M into $ETH 🟢 +$79.9M into $BTC.
This was so much fun to spend time with @McnallieM and Anthony discussing $OPEN $IREN $CIFR and more. Thank you guys! You helped educate me on the bitcoin mining space so great to join your pod
This was so much fun to spend time with @McnallieM and Anthony discussing $OPEN $IREN $CIFR and more. Thank you guys! You helped educate me on the bitcoin mining space so great to join your pod
what is the link? youtube link if you can please?
STABLECOIN SUPPLY ON $ETH SURPASSES $140 BILLION
Jake Wujastyk PRIVATE @Jake__WnjastykP
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446 Followers 7K Following A guy who is doing things | Just a regular Dad who’s into #crypto, investing, hanging out my kids, and telling Dad jokes | not a financial advisor 🍁
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Mark Miinervinii @markminer__vini
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David @David9644946190
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Williams Jason Ai. @AIgoinparabolic
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590 Followers 3K Following Join my discord link in bio to learn crypto for FREE.
Beth Kindig x @BethKinq
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John Muchow, MSCS @JohnMuchow
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Jimmy Kimmel Live @JimmyKimmelLive
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Soluna @SolunaHoldings
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BullBearTrader007 @Thewiseone888
2K Followers 2K Following The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively. NYY,🔴LFC,NYG,NYR,KC
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357K Followers 870 Following I focus on finding simple, high probability trading setups. I provide these setups & daily market analysis for $14USD/month here: https://t.co/sMrqTsbCoo
₿en Gagnon AKA Hash... @hashoveride
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ORBS Official (NASDAQ... @Iamhuman_ORBS
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Future Proof @FutureProof_HQ
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Nancy Pelosi Stock Tr... @PelosiTracker_
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StockMeetUps @StockMeetUps
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stockbee @PradeepBonde
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