Ben Kap
26 posts


Recent media activity about the Abilene site are false and incorrect. First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Two buildings are completely operational and the rest of the campus is on track. Second, Oracle has completed leasing for the additional 4.5GW to deliver on our commitments to OpenAI.
We continuously evaluate sites around the world to meet the growing demand for OCI by working with great partners and customers all the time.
social.ora.cl/6000B6DKug
social.ora.cl/6005B6DKTB
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Ben Kap retweetledi

Key Events This Week:
1. Fed Chair Powell Speaks - Tuesday
2. June Existing Home Sales data - Wednesday
3. July S&P Global Manufacturing PMI data - Thursday
4. June New Home Sales data - Thursday
5. June Durable Goods Orders data - Friday
6. ~15% of S&P 500 companies report earnings
Earnings season is officially here.
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@Mr_Derivatives As far as I can see there is no new name being announced today. TTD is being added today and was announced a few days ago. What are you referring to ?
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@eWhispers @PaloAltoNtwks @HomeDepot @Target @ADI_News @tripcomgroup @VFCorp @autodesk @BJsWholesale @Intuit @Workday What about LOW? Looks like it’s tomorrow morning…
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#earnings for the week of May 19, 2025
earningswhispers.com/calendar
$PANW $SNOW $DECK $PONY $HD $ZIM $BIDU $TGT $TJX $ADI $TCOM $VFC $ADSK $BJ $INTU $ROST $WDAY $ZM $AAP $EGHT $GILT $AGYS $AMSC $BILI $OXLC $CPRT $DOMO $URBN $MOD $VIK $TUYA $WIX $SVM $TRNS $QFIN $LSPD $CBAT $CGEN $ARBE $AS $BAH $GDS $MDT $TOL $DY $XP $XPEV $YMM $TD $KEYS

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Ben Kap retweetledi

I’ll accept your bag of @LAYS and raise you a @CampingWorld Rv to give away
Retweet if you want to be selected the WINNER of an RV filled with @LAYS
#LaysVsCampingWorld
LAY'S@LAYS
tell us why you love Lay’s and we might send you a bag
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At what point do we stop posting him , he’s been saying similar doomsday comments for over a year. Been dead wrong and refuses to admit it. This comment now makes little sense . Crowding in what ? Market has been broadening not crowding , money markets are as flush as ever. This is another silly comment that will make JPM faze him out the same way Morgan fazed out Mike Wilson . If there is ever a correction for any reason he’ll say he was right , no he’s been wrong wrong wrong and the inevitable correction isn’t for the reasons he’s been saying
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Just stopped at the farmers market by good friend. 54 yr old, good health, cholesterol in green, doc said no need to do Calcium CT. He insists bc he heard on pod & read these tweets. Calcium was 936 in left descending! Now heading in for his CT angiogram. Knowledge is power!
Brad Gerstner@altcap
Well intended cholesterol charts have mis-led millions of people about heart disease. Cholesterol is NOT a predictor of heart attacks - approx 50% of heart attack patients have LDL levels in the green! Get a Calcium CT Scan of your arteries - $100 / 30 mins can save your life.🤍
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Stocks on #LeapDay have been fairly weak lately. But note the last day of Feb historically is weak in general.
What caught my 👀is stocks have never made an ATH on Leap Day.
Could it happen tomorrow?
#leapday2024

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@allstarcharts Large cap China is up on the day as of now , it’s specifically small caps …
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@allstarcharts I’m a big fan of yours but You got too bearish too fast . Chill a little
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