Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Joined August 2011
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YOLO Trades đ¤ Texting Ex
"You asked me what I learned. I didnât learn anything. I already knew that I wasnât supposed to do that. I was just an emotional basket case and couldnât help myself. So, maybe I learned not to do it again, but I already knew that." - Druckenmiller
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Interestingly, SpaceX S-1 doesn't disclose Google's stake in the company despite having a Google exec on the Board and reportedly owning a 6.1% stake in 2025.
Jun 5
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.
"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.
After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
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Hyper Sellers
Jun 5
So Meta, Google, Anthropic, SpaceX, and OpenAI will raise around $350B-$400B from the public markets in the next 9-12 months
At this rate, Amazon & Microsoft will join the party too
We might even see $550B-$600B raised from the public markets
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Fido: "The first day clients can sell without being labeled a flipper is the 16th calendar day after the IPO trades."
Translation: You're not allowed to flip the shares until the index bagholders can buy them.
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Mike retweeted
Jun 3
Berkshire isnât exactly just a passive shareholder. Through BHE theyâre also one of the largest energy providers Google depends on to run its data centers. So theyâre getting equity upside on Googleâs AI growth and regulated utility returns on the power Google needs to actually do it. Itâs like Berkshire is vendor financing Googleâs energy demand.
The valuation pushback is fair. But this investment isnât just a stock pick. Itâs putting Berkshireâs energy assets right in the heart of the nationâs AI infrastructure build.
Abel indirectly explaining why $BRK would invest in Google's data-center buildout. Berkshire Hathaway Energy is evolving into an AI infrastructure play.
youtube.com/watch?v=6hneO4MQâŚ
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Abel indirectly explaining why $BRK would invest in Google's data-center buildout. Berkshire Hathaway Energy is evolving into an AI infrastructure play.
youtube.com/watch?v=6hneO4MQâŚ
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Half convinced this has something to do with contracting massive data center buildouts for NSA, etc.
Jun 2
Breaking: President Trump chose Bill Pulte to be acting director of national intelligence. Pulte is currently the head of the Federal Housing Finance Agency. on.wsj.com/3PR8nRC
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"Anthropic is a Public Benefit Corporation, whose purpose is the responsible development and maintenance of advanced AI for the long-term benefit of humanity." đ§
May 27
Anthropic CEO Dario has said: âThe signature of [AI] is it's going to take us to a world where we have very high GDP growth, and potentially also very high unemployment and inequality.â
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Funded by Bagholder-100 index investors
May 20
NEW: SpaceX will reportedly proceed with acquiring Cursor AI 30 days after its IPO.
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That's a Deluxe restructuring. It would've been 25% had the Board upgraded to Premium.
May 20
*INTUIT TO CUT 17% OF JOBS TO STREAMLINE OPS, FOCUS ON AI: RTRS
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These Boards are 2-4x overstaffed too
The confounding factor is that virtually every big company is overstaffed by 2-4x and has been for decades. AI is the catalyst/excuse to finally fix that. Of course nobody wants to say this out loud.
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SemiGartner
SemiAnalysis will generate $100 million in revenue this year, and the newsletter accounts for only a very small portion of that.
This is something Iâve been thinking for a while: SemiAnalysisâs newsletter is basically a charitable project. He could shut it down at any time and it wouldnât really matter.
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1. Reject drone deal.
2. Back a new drone company that acquires the drone tech to sell to the US military.
3. Profit.
Mar 10
đ¨đ¨EXCLUSIVE-> U.S. officials admit biggest miscalculation of Iran war -planning. @axios obtained the secret Ukraine drone deal Trump Admin rejected - and now regretsâŹď¸ axios.com/2026/03/10/us-ukraâŚ
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Mike retweeted
Feb 18
That is... quite the pay package / 5 year price target over at $RELY
@mario_cibelli
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Feels like theyâre laying the legal groundwork for Europe to use/threaten Magnitsky Act sanctions in the future.
Feb 18
BREAKING: Millions of files related to Jeffrey Epstein suggest the existence of a 'global criminal enterprise' that carried out acts meeting the legal threshold of crimes against humanity, a panel of independent experts appointed by the UN Human Rights Council has said
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Bezos: "We humans are not really truth-seeking animals. We are social animals...take you back in time 10,000 years and you're in a small village. If you go along to get along, you can survive. You can procreate. If you're the village truth teller, you might get clubbed to death in the middle of the night."
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Bezos on truth telling
youtube.com/watch?v=ytNR1ZkeâŚ
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