💻 software engineer ⛳️⚾️🏈 1/2 sports 1/2 stocks 1/2 parody... Not Financial Advice.
Joined February 2019
- Tweets 23,419
- Following 618
- Followers 1,214
- Likes 20,854
1,687 Photos and videos
bot trading is kinda wild; makes me wonder how much more $ $hood will make on PFOF when you have a bunch of retail traders starting to make 20x the amount of trade(s) they usually do.
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this is exactly what gemini told me...
NVIDIA filed today to raise $20B in bonds across 7 tranches this morning and yet I still see people not understanding why?
So why borrow money when you print cash?
Its fairly simple…
-Debt is dirt cheap vs their 50-130% ROIC depending on TTM
-Interest is tax deductible
-Locks in low rates for 30 yrs
-Keeps cash free for buybacks/M&A/other ideas they may have
$NVDA
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$meta selling compute some day just makes too much sense; if *power and mass* are the measurement of the future, per Elon, how can you be upset with Zuck spending billions to lock down compute and power for long term? anywho... time will tell, maybe he's an idiot. doubtful tho.
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Jun 14
* anthropic ceo says mythos is too dangerous to release and doom and glooms
* anthropic releases it with guardrails and labels it fable 5
* amzn researchers find guardrails can be compromised
* anthropic doesnt care
* govt enacts export controls
… this sound about right? $amzn
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Jun 13
hey @grok what’s going to happen to these neoclouds where their *only* biz line is compute and inference workloads slowly make their way to the edge? any concerns there? or is the demand going to increase forever for ai cloud services?
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Jun 12
Jun 12
Why I went all in $SATS
Here’s the maths:
SpaceX IPO at $135
SpaceX S1 disclosed Echostar owns 261.8 million shares
🔸$135 X 261.8 million shares = $35 Billion
While echostar was worth less than $35 Billion yesterday
Question:
Do you really think that you can put a $135 limit order on ipo day to get the shares?
NO!! Hyperliquid premarket AT $180 already 😂
Your best chance is do a market order buy on $sats before spacex ipo if you are bullish on spaceX
Here is where it gets crazier:
FCC APPROVED deal $22.65 Billion Cash for selling low to mid-band spectrum to AT&T
🔸So that’s worth ZERO? or NOBODY FKING CARED LMAO
My valuation ex- spaceX:
Net cash after debt paydown
$8.5 billion
Remaining unsold spectrum
$10 billion
Core operating business
$10 billion
Total Ex-SpaceX $28.5 billion
🔸Value per share EX- SpaceX ~ $86 ( Conservative )
Now let’s go from crazier to NUTS:
Short interest is 31% !!!! WTF LMAO
But the issue is founder owns 50.5% stake and 86.8% voting rights.
So the short interest on the remaining whatever available float? What’s that? 60 %???
Seldom market hands you free money. When it does, go all in.
____
P.S. I seldom write long thesis anymore. Why? The hardworking ones will be rewarded with their own DD. You make your own conviction rather than relying on me for customer support.
And what do you want more when I put my own $$ on the line? Who does this transparently? Action speak more than words.
Once in a while, I'll write. But don't count on me mansplaining often. It's better for you to build your own conviction.
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throwabull retweeted
Jun 10
About 11 years ago, with our very talented Annapurna team and informed by the unusual scale and insight we had in operating the largest cloud infrastructure, we decided to design and build our own CPU chip.
This CPU chip is now known as Graviton, and is well-loved by our AWS customers. About 98% of our top 1,000 EC2 customers use Graviton expansively. Over 120,000 customers are using Graviton. Meta just committed to tens of millions of Graviton cores for their agentic AI efforts. Uber and Snowflake are deploying Graviton as well.
Today, we released Graviton5 into General Availability.
The reason customers are so excited about Graviton is that it offers about 30-40% better price-performance than comparable instances. This is a big deal at any scale.
But, when you layer on top of how much CPU customers normally use with the fact that AI’s growth is driving explosive CPU expansion given that post-training, reinforcement learning, and agentic actions use CPU, Graviton becomes even more compelling.
Excited for how Graviton5 will help customers. aboutamazon.com/news/aws/aws…
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Jun 11
sofi should buy $four 🥴
… you want sports advertisements? well now you own PoS at all of the stadiums 😁
terrible idea… but would at least process payments for starlink! … for now
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Jun 11
lol
Jun 11
IRAN AND ISRAEL BOTH DENY EXISTENCE OF ANY AGREEMENT. - N12 NEWS
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Jun 11
i just put in a bid based on this $spcx DD.
Jun 11
SpaceX will IPO tomorrow
Here's the bull case:
Target valuation is $1.75 trillion
But that's just on Earth
There are 8 planets in our solar system
That's $14 trillion in potential value
But when you factor in the other 100 billion planets in our galaxy?
$1.4 septillion.
Woah.
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Jun 11
is this anthropic wanting to build their own datacenter infra away from googl msft and amzn?
Jun 11
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Jun 11
Jun 11
Just a friendly reminder before the SpaceX IPO tomorrow
The company doesn’t make money
Has revenue of <5% of Google
Priced about 50% of Google’s market cap
Do with this information what you will
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Jun 11
holy shit, can’t make this stuff up. he just did…
Jun 11
we close to one of those “we are close to deal” tweets from trump?
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Jun 11
we close to one of those “we are close to deal” tweets from trump?
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Jun 11
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