Blake Bickhaus

@farzyness Yahweh loves you and your beautiful family!

Nobody understands how much of a disaster this Rivian <> Uber deal is Rivian lost $3.6 billion last year on 42k deliveries. That's $86,000 of value destruction PER VEHICLE that left their factory. Their solution? Partner with Uber to turn a $58K camping SUV into a robotaxi... to compete with Tesla's Cybercab... YIKES Every 12-18 months, this company finds a new partner to write a check: - Amazon: $1.3B equity + 100K van order - VW: $5.8B joint venture - US DOE: $6.6B loan - Uber: $1.25B robotaxi deal (today) The moment they announced the Uber deal, they admitted they're pushing back profitability AGAIN to fund an autonomy program that can't even handle stoplights. Tesla's Cybercab is purpose built at $25,000 with no steering wheel. The cost per mile math isn't even close. The Uber deal is to deploy 50,000 robotaxis by 2031. Slight problem: The car doesn't exist yet. The factory doesn't exist yet. The autonomy software doesn't exist. Manufacturing is HARD. good luck have fun

Scott Bessent on the Federal Reserve: "QE led to a two-tier economy, where either you were an asset holder or you were left behind. I called the Fed the ‘engine of inequality’."

You have got to be kidding me.

No Way Out zerohedge.com/markets/no-way…

@joecarlsonshow Or sell cash secured puts at prices you want to own it at

I'm considering a buy strategy for stocks I've "missed" but want to own: Spotify and Uber. A slow-drip DCA. Buy a thousand dollars a week for a year. This would eliminate volatility while building up the positions into sizable holdings over time. Thoughts?

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2028?! 😂

Your rhetoric is so corrosive because you sneakily never use words like “earn” or “reward”. Instead you always favor helplessness words like “give”. In everything you say, it’s clear you hate personal agency - it is always about the invisible hand of big brother coming to the rescue. And of course you should control that hand. To set the record straight, for Elon to earn that kind of money, many tens of millions of people on earth will need to buy Elon’s products and pay for it with their hard earned money. In order for that to happen, his products will need to be revolutionary, cheap and superior on multiple dimensions. This is not obvious or straightforward. So, if that happens and then people buy Tesla products, they will now do so also knowing that some percentage of the profit goes to the CEO of that company. It couldn’t be more transparent and obvious.

The idea that reporting numbers on a quarterly basis makes the company short-term focused is nonsense. US companies are committing record levels of long-term capital investment. Companies like Costco, which report sales numbers on a *monthly* basis, are some of the most long-term focused companies in the world. Meanwhile, the semi-annual reporting that is more common in Europe has not led to better long term performance or more investment in the business, and they continually lag their quarterly-reporting US counterparts. What would change if this happens, is the market would be more opaque, less updated, and worse pricing for stocks. Companies could be struggling for 5 months before investors have any idea. Transparency is a good thing. We should build technology to make quarterly reports easier and more efficient, not do away with them.

It’s all about Jesus.

free speech. but we’ll shoot you. something is deeply broken in the west. if we don’t fix it, eventually everyone could be ushered at gunpoint to sign the proclamations of the Truth Ministers.

@mvcinvesting Real investors enjoy the feeling of being correct on a thesis more than the monetary game. Sounds stupid but it’s another level of validation

I have no words. $NBIS just crossed $100/share. More than the money, the feeling of seeing our research pay off is truly priceless. Thank you all for the kind DMs and support! 🙏🏻

Let me get this straight: the Republican Party now favors concentrating power in one individual to impose protectionist tariffs, centrally plan the economy, nationalize stakes in private businesses, and use the Fed to create massive inflation to monetize soaring budget deficits.

Should the govt start taking equity in every start-up for the federal tax incentives we offer? Or Tesla? How about the banks? What about when a state govt offers a tax incentive? Should they get an equity stake in exchange? Board representation? This is a super slippery slope!

@amitisinvesting @unusual_whales I think with how housing has been financialized far beyond its utility you’re correct. But I think in order for the American dream to be moved to another asset I don’t think it can be a stock. Rather an asset with an immaculate conception and finite supply… hint hint

@unusual_whales hot take the american dream is no longer owning a home with a 30yr fixed rate the american dream is owning a sizeable position in $NVDA Nvidia being a metaphor for the stock market, particularly AI that is what is growing over the next decade — not housing

Is now a good time to buy a house?

@EndicottInvests Ok fine, I’m interested

$NBIS is now a significant part of my portfolio. However, I used to find the data center and cloud space hard to fully wrap my head around. What exactly is Neo Cloud? How is it different from Legacy Cloud? Is one better than the other? And does it even matter? Answering those questions is what helped me understand exactly where $NBIS fits and why I built such a large position. Let’s dive in. What is Legacy Cloud Legacy Cloud refers to the large, general-purpose hyperscalers designed to support a wide range of workloads. Examples: - Amazon Web Services (AWS) – Global market leader by revenue - Microsoft Azure – Strong enterprise integration with the Microsoft software ecosystem - Google Cloud Platform (GCP) – Advanced analytics and ML tooling - Alibaba Cloud – Dominates China and Southeast Asia - Oracle Cloud Infrastructure (OCI) – Enterprise database powerhouse pushing into AI and HPC - IBM Cloud – Smaller market share, hybrid and multi-cloud enterprise focus Strengths: - Global scale and reach - Deep enterprise relationships - Broad and diverse product portfolios - Proven reliability and security Limitations for AI: - Much of the infrastructure is not AI-first by design and must be retrofitted to handle high-density GPU workloads - Deployment timelines for large GPU clusters can be 12–24 months due to internal processes and retrofits - Energy costs are often higher because facilities are not always located in the lowest-cost, highest-availability power markets - GPU density per rack is typically lower due to older designs and mixed workload environments What is Neo Cloud Neo Cloud providers are AI-first from day one. Their entire business model is built around optimizing compute for training and running AI models at scale. Examples: - Nebius $NBIS - CoreWeave $CRWV - Lambda - Vultr HPC - Cerebras Cloud Core characteristics: - Purpose-built data centers designed for high-density GPU clusters, liquid cooling, and ultra-low-latency networking - Energy cost advantages by locating in ultra-low-cost, renewable-heavy power markets - High vertical integration, owning the land, power, buildings, GPUs, software stack, and customer-facing services - Rapid deployment, often bringing MW-scale GPU capacity online in less than 9 months compared to 1–2 years for many legacy providers - 100 percent focus on AI workloads, eliminating competition with non-AI workloads and optimizing every layer for AI performance and efficiency Why $NBIS is the Blueprint for Neo Cloud Nebius is not dabbling in AI; AI is the business. Key advantages: - Low-cost power with access to renewable-heavy grids in regions with some of the lowest industrial rates globally, often 2–3¢ per kWh - High GPU density of 16+ GPUs per rack compared to ~4–8 in many retrofitted hyperscaler environments - Ability to scale quickly, with public guidance indicating MW-scale capacity can be brought online in under 9 months - Best-in-class efficiency with PUE targets of 1.05–1.1, close to the theoretical limit - Full stack control including hardware, networking, scheduling software, and developer APIs, removing reliance on third-party dependencies - Enterprise wins such as Cloudflare $NET and Shopify $SHOP that validate its ability to serve high-value, large-scale customers Do Hyperscalers Straddle Both Yes. AWS, GCP, and Azure are actively building AI-first capacity alongside their legacy workloads. But: - AI-specific builds remain a small percentage of their total footprint - They are constrained by their existing global infrastructure, which was not designed for AI density from the start - They must balance competing workloads and cannot fully dedicate every data center to AI without impacting other services In other words, they are becoming part Neo Cloud, but companies like Nebius are 100 percent Neo Cloud by DNA. Why This Matters for Investors The AI infrastructure race is not just about having GPUs. It is about delivering the most compute per megawatt, at the lowest cost, with the fastest time to market. Legacy Cloud will remain dominant for general workloads. But the next trillion-dollar wave of compute demand is AI-first, and Neo Cloud providers are positioned to capture it. Nebius is one of the few public pure-plays in this space. With low-cost energy, vertical integration, and rapid scale-up capabilities, they have the structural advantages to: - Capture outsized market share - Lock in long-term, high-value AI clients - Compound efficiency and cost advantages over time Legacy Cloud built the internet. Neo Cloud will build AI. Nebius is one of the few with the scale, capital, and execution to lead it.

2.7%...

2018: Harvard says Bitcoin is more likely to hit $100 than $100K. 2025: Harvard buys $116M Bitcoin at $116K. Everyone gets Bitcoin at the price they deserve.

Good morning. In the last 20 years, the top 10%'s net worth grew by $72.5 trillion, while the bottom 50% grew just $2.6 trillion. The cause? Relentless money manipulation and asset inflation. Have a great day.