@SpencerHakimian Neither. DSA’ers are not a democrats. But they call themselves Democrats and everyone believes them. Stupid to not read up on what they actually believe and how they operate. It’s scarier than maga.
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@Investor/Trader
16.5K posts
@Investor/Trader
@RUB1G
Long term, profitable trader and investor. Former journalist. Ideas are my own, do your own due diligence.
New York, New York 参加日 Haziran 2013
2.5K フォロー中382 フォロワー
@growthrapidly $nbis is Russian owned and controlled hence the constant stream of propaganda.
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@DeepValueBagger @daniel_koss @Agrippa_Inv brings facts and details. Fact: NBIS is run by a Russian oligarch. An absolute insider, power player who is now opening data centers globally. HMMMM. I just see risk, like wake up one day and the whole company is delisted and regulated out of existence.
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That's it, I'm going to war with $IREN mobsters. They picked on my good friend @daniel_koss who is one the most straight up people you find on X. It's always the Roman & a crack up baby profiles. They all use the same roman profiles, isn't that a big too organized. I was invited to scam group because they hoped i push the same shit onto my followers. But I did not.
If you own $IREN, this is not directed at you. I wish you the best, and make money - just becareful with the risks. This is directed for the self-proclaimed geniuses who bought at $5 who are building a ponzi cult completely based on "hope", like a shitcoin.
How can anyone possibly respect Agrippa? For the price of $25/mo sub, you can read exactly one stock he got lucky on with zero position proof.
He got lucky on one and now you made your whole life about it and directing misinformation whichever you like. He clearly have a thing for spongebob gifs. My brother loved spongebob. So i put his age about 36.
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@drakesmith__ So, you want a world here the caddie collects $300-$400 for four hours work and then expects to be taken to a $50 lunch by people paying $40K a year to play at the course? Nah. It's their job. Do it, go home.
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I won't out the course but here is aspect of Country Clubs that I think needs to change.
I had a player playing in the US Amateur.
We hired the clubs best caddie to help us navigate the course in practice rounds.
Guy was great.
With our USGA credentials on first day at the club we asked him after the round if he would like to join us for lunch.
He couldn't, he wasn't allowed in the clubhouse and we were able to go in and out freely.
I hate this about higher end golf.
Good caddies are assets and should be treated as such.
Please retweet this if you agree.
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@theficouple I don't know about scam but with unlimited AI compute hacking passwords and quantum coming quickly, there is no security so it's therefore worthless.
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It’s funny nobody is talking about Bitcoin anymore.
Nobody is excited or buying a lot of bitcoin.
This is because Bitcoin is a scam.
…glad people are figuring it out.
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@TheBigDegen The longer they wait, the more clear it is how many currently planned data centers will fail, be delayed, etc...the more valuable what they have becomes.
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Will $IREN announce a new deal:
A. within the next week
B. by their May earnings call
C. by their Aug earnings call, or
D. by EOY 2026
I’m leaning towards A or B 👀👀
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The game theory in AI has shifted. Having a leading foundational model is important but increasingly it is the zoning approved, powered land that is the gating bottleneck. Add turnkey access to silicon and it’s checkmate.
If you have that, you have immense negotiating leverage right now. As data centers get voted down, this leverage will only increase.
Elon just proved it with Cursor.
Now imagine the deals that OpenAI and Anthropic will have to do in the next few years? The Amazon-Anthropic deal was an appetizer.
If you are a sharp on the other side who owns the right assets… 🤤
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@DanClarkSports He hit more HR's in a season than any other TEAM, at one point. He was a dominating player. Hard to imagine he wouldn't be great today. Human's haven't evolved much in the last 100 years.
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OPINION: Babe Ruth would be a bust in the modern era.
He never played against the best African American or overseas players.
He dominated an era where pitchers were mediocre, fatigued and had primitive training.
He was unhealthy and unfit, and ultimately a defensive liability.
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@JustinCLeto @Peterson_IsKing Steve would have to eat $200m of that contract. He's not going anywhere.
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@Peterson_IsKing I was with you until “trade Soto.” You lose credibility there
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The Mets need to start over. Start selling off all their players. Trade Lindor. Trade Soto. Cut the payroll as much as possible. Build the farm system from the ground up
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@GolfChannel Stop. It was never going to work no matter what they did. PGA Tour should give everyone over there a six month window to return and after that, lifetime ban. Break it once and for all.
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"I've argued all along, if they were smart, LIV Golf would have gone after all of the young players."
We discuss the future of LIV Golf in the latest version of the Golf Channel podcast ⬇️
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@JeffEisenband American golf fans salty about the Ryder Cup losses. American players need to get it done. All this BS about who the Captain is...shut up and play.
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Matt Fitzpatrick grew up coming on trips to Hilton Head, fell in love with the community, considers Harbour Town maybe his favorite place on earth and he's still getting jeers from the RBC Heritage crowd coming down the stretch
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@Cam_Jourdan Gets more and more likable as he gets older. What a great attitude. He loved being in the middle of that!
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Matt Fitzpatrick was asked about his reaction to the crowds down the stretch at the RBC Heritage:
"It didn't get out of line in terms of no one was shouting on backswings or anything like that, which was great. I'm all for it. I love the people -- they're supporting Scottie; that's great. You want golf to have an atmosphere in my opinion. I grew up watching football. I'm paid so much money to be out there in front of those crowds, having them chanting at you every week, it's great feeling.
"However, there's no better feeling than coming out on top against that. There isn't a better feeling."
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Building data centers is near impossible. $iren's already built. $nbius looking at delays and disappointment for as far as the eye can see. $iren looking at huge contracts incoming because what they have is near impossible to build. Facts. If you're not feeling $nbius to buy $iren, you're going to get what you deserve.
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Just made this comparison comment in response to another rock for brains $IREN bull.
$NBIS: ~$49b+ in hyperscaler contracts
•Microsoft: up to $19.4B
•Meta deal 1 (Nov 2025): $2.9B
•Meta deal 2 (March 2026): up to $27B
$IREN: ~$9.7B
•Microsoft: $9.7B
That doesn’t even include NBIS ‘s enterprise clients like the TD SYNNEX 1000 GPU reservation. Fluidstack, fireworks AI, Cursor.. the list goes on and on.
Soooo tell me again, who is actually winning, the company with theoretically potential to maybe get customer deals or the one actually locking in the deals with customers.
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Facts are $NBIS has racked up an impressive amount of future contracts and face a gauntlet of issues to fulfill them. $iren is all but through that gauntlet and is sitting back as their portfolio gets more and more valuable as compute grows more scarce do to all the failing of building the infrastructure they already have. If you're not selling $nbius to buy $iren, you're insane.
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@TheTechInvest Brilliant. Russians going to unleash full propaganda on you now!
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I have two young, white sons. I have to leave NY State of they spend their life being last in line, no matter their merit while being told they are privileged and must pay for what happened 100 years ago. Its crazy. Meanwhile, their ancestors were Italian. They were spit at, discriminated against, not allowed to join churches, no access to good education....
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NYC’s Mayor Zohran Mamdani: “We’re targeting the White wealth gap.”
Mamdani claims white households have a $200,000 median wealth while black households have around $20,000.
His fix? Race-based taxes to “close the gap.”
Openly admitting he’ll punish success by skin color. When the left says they want “equity,” this is what they mean.
To the rest of us, this is straight-up discrimination and racism.
Pretty sure New Yorkers didn’t ask for, nor want this. Except, they weren’t paying attention when we were trying to warn them.
Nope. Instead, they were busy “but, Trump!”-ing everything we said or told them.
Anyways. It’s too late now. 🤷♂️
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Tax, tax, tax! Get more money into DC! You all do such a great job spending what you have!
Our only hope is AI and quantum computing take over the allocation of tax dollars. The corruption, grift, nepotism in that town is sickening. If the average American knew how little the people down there worked, how much of it is just networks as they frenzy feed on our money...
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While the ultra-rich get even richer, families are getting squeezed by a rigged economy.
It's time for the government to stop listening to the richest of the rich and start working for working people.
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$iren Every day management holds off on signing a deal, their assets become more valuable as available compute gets more and more scarce. Fact.
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@JohnJHarwood Guidry '78. More wins than everyone on the list and lower ERA than 7 of the ten. 248k's. Put the Yankees on his back during a historic run, winning the east after being 12 games behind the Red Sox in August. Should be #1.
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@TheTechInvest The Russians are attacking you dude. Keep battling. I’m with you on $iren all the way.
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Before expanding Mäntsälä facility to 75MW in 2026, $NBIS has never ever operated any single data center larger than 25 MW in its entire history.
If you can prove that they did, I will apologize for my inaccurate information.
Comparing $IREN large scale data center history to $NBIS is as absurd as overestimating $NBIS strongest moat—software.
$NBIS has an edge over $IREN for operating small scale data centers. Large scale has never been part of Yandex or $NBIS history before 2026.
The Tech Investor@TheTechInvest
$NBIS is at least 4 to 5 years behind $IREN and $CRWV in data center buildout experience. $IREN started building data centers at scale 2 years after it was founded based on a long term vision that the future is for HPC and data centers. $NBIS started late 2024. One of $NBIS strongest moats per its shareholders is the software side. One of $IREN strongest moats is the HPC at scale build out experience since 2020. I would bet on hardware as a foundation for the AI revolution over Software.
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