Steve Chenning

$BE is my largest holding and my highest conviction for a reason. Todays earnings were impressive but they are merely a teaser for the multiyear runway ahead. In an AI world hitting physical power limits, Bloom Energy's fuel cell servers offer the ultimate solution: onsite always on electricity that bypasses grid delays. Expect accelerating deployments, strong margins from the service business, and guidance raises that keep surprising to the upside. This is not hype. It is infrastructure for the compute explosion. All in. Follow the money.

@Cobratate So true

Men braver and stronger than you lost fights last night. It’s true. If that makes you happy you have reached the lowest echelon of man. The jealous and envious troll. Fighters don’t always win. Fighters FIGHT. Respect to all 🫡

Well said. For all the haters making fun of Topuria, you wouldn’t dare get in the cage. Come back better than ever champ 🌹

Peter Thiel’s Founders Fund dropped ~$600M into SpaceX years ago. Today that position is worth over $50 BILLION at IPO valuation. Absolute monster return. 🚀

Banks just said no to lending SoftBank 6 billion against its OpenAI stake. Weeks ago they slashed the ask from 10 billion. Now even that is stalled. Lenders can’t get comfortable using a massive private stake in the hottest AI company as collateral. That’s a loud signal. When banks who poured fuel on the AI fire get nervous about OpenAI paper as backing, it shows valuation comfort is cracking. SoftBank is all in on this bet. If they cant secure the cash on good terms, what does that say about real liquidity behind these sky high private valuations? AI is still the biggest opportunity of our lifetime, but the easy money era may be hitting walls. Smart money is watching closely. Follow the Money.

@rpnickson Such as well shot and well thought out video from start to finish

I posted this paid partnership last night on IG and this morning it’s at 1M views and 100K+ likes: Life with Claude

@ChrisCamillo @jackhneel congrats!

Put a ring on it and shipped the episode. So happy for you both @jackhneel

Jensen is now a Superstar. Running the biggest company in the world but remains humble and approachable. But we all know how traditional media works. They build you up just so they can tear you down. Let's hope that never happens to Jensen.

$AMZN and $META are next in line to copy $GOOG’s equity offering. I give it weeks? Probably days. Massive cash raises incoming. Who agrees? Drop your take below 👇

SpaceX just dropped a bombshell. They signed a massive deal to provide Google with access to 110,000 NVIDIA GPUs, CPUs and related compute. Google will pay SpaceX $920 million per month starting October 2026 through June 2029. Thats over $11B annually. SpaceX is now a major AI cloud provider. This is the revenue rocket that has not been priced in. Everyone thinks SpaceX is just Starlink, rocket launches, and xAI. Cloud compute revenue will be one of the major revenue drivers for years to come. Follow the money.

Winter crashed the party in the middle of summer. S&P500 -2.64% NASDAQ -4.77% Red candles everywhere? That’s not blood in the streets. That’s a fire sale for the prepared. Cash on the sidelines just became the ultimate superpower. Follow the money.

@myfirstmilpod A real dog owner already knows what his/ her dogs want from their bark. This shit is useless lol

A Chinese startup built an AI dog collar that claims to translate your dog's barks with 95% accuracy. Good crazy or bad crazy? Shaan and Sam's verdict: "Amazing stupid." Sam: "I had a dog for 15 years. I could already tell what each bark meant from the other room. Someone's at the door. Gotta go to the bathroom. Just wants attention." The problem: nobody knows what their dog is actually saying. So how do you prove 95% accuracy? Pet owners will buy anything for their animals. But is this one step too far? Full episode: youtu.be/5P6k92gr96c?si… @thesamparr @ShaanVP

BREAKING: Bitcoin crashes under $60,000 Where the BTC believers at?

Brad Gerstner is right. Elon turns electrons into tokens better than anyone. SpaceX just hit 18.7 billion in revenue last year with Starlink driving 61% at high margins and 10 million subscribers. Launches fund the vision while AI data centers + Anthropic & Google deal point to the next leap. This IPO is just the beginning. The valuation might look expensive now, but wait till you see the streams of revenue rolling in in the next few years. Bullish on the multiplanetary future. Follow the money.

Microsoft just dropped the most powerful laptop ever. Surface Laptop Ultra packs NVIDIA’s RTX Spark Arm superchip: 20 Arm cores + Blackwell GPU (6,144 CUDA) 128GB unified memory Runs 120B models locally 2,000-nit mini-LED + 2.5x better thermals Real on-device AI, no cloud tax, full privacy. This is the future of agentic PCs. Big win for creators and devs. Follow the money.

For decades, the laptop sat there with the same old slab, same compromises. Then NVIDIA walked in and changed everything. They just dropped their first-ever PC chip: RTX Spark. A sleek Arm superchip that delivers: RTX 5070-class graphics 128GB unified memory 1 petaflop of local AI power Thin, quiet, and it runs hard even unplugged. Your personal AI agent now lives on the device. Always on, private, no cloud leash. Microsoft’s Surface Laptop Ultra is leading the charge. Dell and Lenovo are coming up right behind. The agentic AI PC era has officially begun. Follow the money.

@buildscapital agree

@stevechenning I love spacex but the valuation is eye watering. I’ll be watching closely but expecting a reasonable pullback in the first few months followed by consolidation before resuming ‘normal’ growth

SPACEX IPO IS THE BIGGEST EVER Targeting June 12 IPO at 1.75 ~ 2T valuation Nasdaq updated its rules to allow SpaceX to fast-track its entry into the Nasdaq-100 index 95% insider owned with tiny 5% public float No 180 day lockup 20% unlocks ~60 days after +10% if +30% pop in stock Potentially up to 93% insider shares unlock by November This will be a MASSIVE market mover What’s your prediction? Follow the money.

How can you not want to cheer for Wemby? Only 22 years young with such heart and dedication to the game Reminds me of MJ and Kobe

When the oracle talks, you listen $IBM

We're entering a new era for personal computers. The coordinates 25.0528, 121.5990 point to Taipei, Taiwan where NVIDIA will make a big announcement at Computex next week. This is NVIDIA teasing their upcoming Arm-based N1/N1X laptop chips, powerful AI PCs, and a fresh chapter in Windows laptops with strong built-in graphics and AI capabilities. Follow the money.