Chart & Patterns

Joined July 2023
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My whole feed seems to be a bunch of socialists not content with wasting Trillions of other peoples money now begging to tax the best generators of wealth more so they can keep up their charade of looting corruption and fraud Get Bent
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TommyJR retweeted
As an employment lawyer & entrepreneur who’s built a business employing hundreds, I call bullshit on scrapping the CGT discount in the name of ‘fairness’. Labor claims it’s about ‘balancing labour and capital’ yet politicians, public servants and academics get taxpayer-funded super at 15.4–17%, while private sector workers get just 12%. Their excuse? ‘It’s part of their package.’ So why punish risk-takers and job creators, but protect special tax incentives for the political class? Chalmers, Albo - care to explain?
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$NUAI pattern is pointing at higher soon too
Anyone who is paying close attention to $NUAI now knows that permitting and local gov is not an issue. This means the last remaining risks are the hyperscaler Stream walking or the macro environment stifling returns on a potential deal. I think the odds are very low on the first risk, everyone is incentivized for the deal to happen and this particular Hyperscaler has been with $NUAI for the last year - even before the new hires and all the new partnerships. As far as macro goes even if there is a broader market downturn I think a post-deal $NUAI would be somewhat insulated compared to debt-heavy competitors. Hard to see sub $9 in this scenario. I would also argue the chances of a broad bear market starting soon are very low - Oil, inflation, and rates all have room to fall giving lots of upside potential. Given this I have increased my $NUAI holdings to an irresponsible amount and will continue to do so with a target of an 80% allocation by the end of June.
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TommyJR retweeted
$IREN --- In early June 2026, backed by ironclad, take-or-pay contracts with giants including Microsoft, $IREN secured $3.65 billion in investment-grade, GPU-specific financing — enough to cover 96% of its hardware procurement costs. The company will deploy this capital to place a bulk order with Dell for over 50,000 of Nvidia’s latest Blackwell Ultra GPUs, set to be hosted at its Childress, Texas facility. It also raised its long-term annual recurring revenue (ARR) target to $4.4 billion. On June 1, 2026, $IREN announced it has locked in four 330kV power transmission interconnection points in the Bundey region of South Australia, where it plans to develop a brand-new 800-megawatt (MW) AI/HPC data center campus. This marks another transformative expansion of its power reserve footprint across the Asia-Pacific region. Through a string of strategic power and land acquisitions in Oklahoma (1.6 GW), Europe (490 MW) and Australia (800 MW), IREN’s total contracted/grid-connected power reserve capacity has doubled in just six months — skyrocketing from 2.9 gigawatts (GW) at the end of 2025 to 5.8 GW today. This cements $IREN as one of the world’s largest digital infrastructure players by secured, committed power capacity. 1.The real compute bottleneck is substations, not just chips Right now, the single biggest pain point holding back AI model scaling for Microsoft, Google and Amazon is grid interconnection. Building a new substation and securing high-voltage power line access typically takes 3–5 years. $IREN amassed a massive portfolio of already grid-connected substations powered by 100% renewable green energy across Texas, Australia and other regions for its former crypto mining operations — convert these into AI data halls, and they become ready-made cash cows. 2.Revenue profile shifts from “lottery ticket” mining to long-term SaaS-like tenancy Legacy Bitcoin miners have revenue entirely tied to crypto price swings, and trade at deeply depressed, commodity-like valuations. But when IREN leases power and colocation space to Microsoft under 5–15 year fixed-term contracts, its revenue transforms into predictable, high-certainty cash flows on par with tier-1 tech real estate players like Equinix. Wall Street is now fully re-rating the stock using premium AI infrastructure valuation multiples.
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TommyJR retweeted
$NBIS Vineland site moves further with phase 3 of the buildout. Between June 2 and June 13 there is visible progress on the 2-story building which will house phase 3.
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TommyJR retweeted

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TommyJR retweeted
$ASTS honestly, i wish i had more cash to buy more
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TommyJR retweeted
🚨 NEW: Pauline Hanson leads as preferred prime minister for the first time in any poll, according to Resolve's latest federal survey
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TommyJR retweeted
Australia has a relatively small population. We share no land borders and are protected by vast oceans. We have abundant agricultural land, enormous natural resources, and some of the world’s most valuable exports. We’ve enjoyed more than 80 years without war on our own soil and never experienced a civil war. There is no reason poverty should be increasing in this country. There is no reason the middle class should be shrinking. There is no reason each generation shouldn’t have the opportunity to live better than the last. Australia’s challenges aren’t the result of a lack of land, resources, wealth, or stability. They are the result of political decisions. And for too long, we’ve kept electing politicians who fail us.
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Australia is now paying the price of Albanese’s feel good policies - our nation’s recent productivity performance has been among the worst in the OECD. This is the result of the destructive insanity of Net Zero, excessive migration, attacks on entrepreneurship, and loading up government bureaucracies. Under Albanese, Australia is going backwards. Keep voting Labor for more of the same.
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TommyJR retweeted
The article for anyone interested. RAISE is WAY bigger than I thought: x.com/LandoInvests/status/20…

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RT @BlackPantherCap: $ASTS -14% TODAY. HERE’S WHY IT’S ABSOLUTE RIDICULOUS! SpaceX IPO day. $1.77 trillion valuation. Meanwhile people a…
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TommyJR retweeted
Replying to @friendlyjordies
The time of leftist retards who can't count, don't understand economics, and think their smug, incoherent worldview is morally superior to everyone else is done. 'The thing One Nation voters don't understand'... No the thing you don't understand is the pure hatred brewing against a class of leftist cucks that have destroyed the state of our civil society through unfettered mass immigration. You clowns do nothing but steal wealth from the very people who created it, shitting all over our ancestors who fought to build such a great country in the first place because you would rather give it all away to a bunch of third world savages who hate us. The very definition of being a traitor. You are so self deluded that you think you have the majority worldview, when in actual fact the majority of people you speak to are not brainwashed enough to think handing everything over to Indians, Chinese and the Nepalese invading our country at the expense of the next generation is a good idea. But of course, you would rather be governed by a class of traitors that have never worked a real job in the private sector, happy to hand it all over to the highest bidder, happy to turn this country into a global economic zone for pillaging, social destruction and degradation by people who hate us. When Pauline wins you retards will be just as shocked as when Trump won in 2016, because you have your head so far up your own ass you have no idea what real people in the real world think of you.
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The audio in this fucking slaps
Saving LA - Phase III
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TommyJR retweeted
Jun 12
Elon Musk is a Trillionaire Peter Thiel made $50bn from the IPO Africans are being rounded up and booted out of Belfast Keir Starmer’s ministers are quitting What a fucking week to be a leftist, cope harder you fucking cunts
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TommyJR retweeted
If Space X was Australian every single one of those employees would be taxed at 47%! Their reward for taking the risk and the effort to becoming successful! Fortunately for them they aren’t in Australia. The Australian Labor Gov thinks it’s their right to this money! 47% of $2T certainly pays off their $1T debt bill pretty quickly! Unfortunately for them Australia will never have a Space X and the gov will miss out of 23.5% of any CGT that would have come in to pay off the debt! Time to leave Australia any aspiring entrepreneurs @GeoffWilsonWAM
Elon Musk criou, em um único dia, 4.400 novos milionários. Quase 400 deles ultrapassaram os US$ 100 milhões. Não são banqueiros nem investidores de risco. São funcionários da SpaceX: soldadores, técnicos, mecânicos e até funcionários da cantina. Durante vinte anos, a empresa pagou gente de todos os níveis com ações, não só com salário alto. Quem produziu colheu. Juan Hernandez, imigrante mexicano, aceitou um emprego de soldador por US$ 28 a hora em 2015, sem nem saber direito o que era a SpaceX. Recebeu uma pequena participação de US$ 10 mil e pôde comprar mais por desconto em folha. Hoje sua fatia vale US$ 880 mil. Trevor Hise ignorou os conselhos dos pais para pegar um emprego “seguro” na General Electric. Escolheu a SpaceX, ficou 12 anos e acumulou mais de 100 mil ações. Ao preço da listagem, são US$ 13,5 milhões. Aos 37 anos, ele já pode se aposentar. Palavras dele: “A magnitude disso é ridícula.” O detalhe mais eloquente veio antes mesmo da abertura de capital: mais de 100 funcionários se uniram discretamente para contratar uma gestora de fortunas capaz de cuidar de até US$ 5 bilhões. Muitos nunca tinham precisado de wealth manager na vida. Há décadas os IPOs de empresas de tecnologia enriquecem programadores. Desta vez, o dinheiro chegou ao chão de fábrica. Isso é capitalismo de verdade: quem arrisca, quem trabalha e quem entrega valor colhe frutos proporcionais. A esquerda odeia esse tipo de história. Porque ela prova que a verdadeira ascensão social não vem de dividir a miséria alheia, mas de criar riqueza que eleva quem tem coragem de construir.
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TommyJR retweeted
Elizabeth Warren is a parasite on the American taxpayer. Elon Musk has made thousands of new millionaires - and more coming. Elizabeth Warren is everything that’s wrong with America.
Elon Musk just became the world's first trillionaire. The typical American household would have to work more than 11 MILLION years to make Elon Musk's level of wealth. We need a wealth tax.
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TommyJR retweeted
My whole timeline is full of millionaires complaining about a trillionaire
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TommyJR retweeted
Today I learned $1 Trillion in wealth is excessive but $40 Trillion in debt is totally cool… 💁‍♂️
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TommyJR retweeted
Alongside the launch of our H100 1-Click Rental Index, we wrote up what the GPU rental market actually looks like in early 2026, and the headline is that the spot market for compute has gone from "finally cooling off" in October to a hard squeeze again, in roughly five months. (1/4) 🧵
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