MookTrader
15.1K posts

MookTrader
@MookTrader
Ex-Wall St Contrarian Prop Trader. Founder of MookTrader - chatroom for professional & institutional traders. Tweets are not recs., see site Disclaimer.
CA / NY Joined Eylül 2012
45 Following4.4K Followers

@TheLeoBellamy Keep chugging ahead. You will make back the loss in no time
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@MookTrader I dont think there is a single person long this stock because they will own GPUs
They are long it because people are short
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$BIRD delusional longs need to realize that no ai compute infrastructure will be operational until YEARS away. 1) BIRD is last in line to buy $NVDA gpus behind the hyperscalers and others who have pre-ordered already. Wait is at least 6 months+. If they buy 2ndy market, good luck with keeping down costs as they will pay way over retail for them. 2) Permits for a data center...that gonna take a long time to get. 3) $50M aint gonna get you much ai compute infrastructure. Massive dilution required. My BIRD Target: $3.
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