Joined September 2015
- Tweets 3,249
- Following 570
- Followers 541
- Likes 3,122
257 Photos and videos
When deal?
$IREN is coiled like a spring, ready for a massive breakout.
Demand seems to warrant a deal.
The completion of Nostrum Acquisition today adding 490MW to our offerings is nice, but our assets need solidified buyers.
No new deals make me uneasy.
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Jun 13
Fable 5 censoring and restrictions furthers the point that ai is going to further and accelerate into a push for physical hardware.
By running models locally you are free of constraints.
Censorship spurs the acceleration of local model adoption.
Physical Hardware is the play for this.
$NVDA, $AAPL, etc.
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Mark Laird retweeted
Jun 11
The demand of InP substrates is going to skyrocket.
$AXTI is a main player. Out of China, it carries Geopolitical risks.
$IQE is out of the UK, more west aligned, and isn't as specialized, more epiwafer.
These largely supply the raw InP substrates to main photonics players: $COHR & $LITE.
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Jun 12
I don't make the rules.
When something is this good, you must repost it.
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Jun 12
$SPCX NOW AMONG THE TOP 7 LARGEST COMPANIES.
So... what is the new acronym going to be?
Mag 7 is outdated.
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Jun 12
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Jun 12
$SPCX could join the Nasdaq 100 in a few weeks.
That would be a flush of fresh capital.
They are bending rules to spur this beast along.
Fervor and hype is peak.
In the short term, it seems overvalued. But, in the long term... I think this thing will go A LOT Higher.
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Jun 11
How many think the War is actually over, or is the administration trying to stem negativity in the market?
Full disclosure... I have no earthly idea.
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Jun 11
$AAOI keeps blowing up.
And, honestly I've been one of the voices contributing.
I don't know whether to massive attention spike makes me nervous or just confirms my conviction.
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Jun 11
Such a wild market. Volatility is crazy.
I think a lot of volatility and harsh pullback in names is being accelerated by massive liquidity harvesting in prep for the $SPCX IPO.
Kinda unprecedented. Never seen such a mega-IPO.
Hopefully retail isn't used as exit liquidity.
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Jun 11
Understand that $SLOIF is a substrate specialist, dealing with Silicon photonics. It owns the market with a NEAR MONOPOLY.
It is critical for next generation photonics tech.
Out of France, it is West aligned.
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Jun 10
Hey @elonmusk and the @Tesla team,
Any news or developments? I know it was mentioned the unveil of the revamped roadster would be announced soon.
Anything new with @Tesla_Optimus or @Tesla_Megapack?
As a shareholder, things have been very quiet. We could use an update.
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