Bobby

How $BTC miners become AI datacentres in a picture. Inner green circle is their current online capacity - majority in $BTC mining as of now. Outer blue circle is potential capacity for future HPC deployments at developing sites. #HPC #Aiinfra #datacenters #energy

@Trendstockers @isfjcutebear @LandrumAcres Exactly. It's made difficult for any skilled migration from first world countries, yet they bring refugees in that end up on welfare. The only answer is that it's done to destroy the nation.

@isfjcutebear @LandrumAcres What I don’t understand about these countries that are in high demand, why bring low quality people from low quality countries? Plenty of people would compete for these positions in Japan.

🚨🇯🇵BREAKING Japan PM TAKAICHI's party officially announces replacement migration to solve population shortage. This is their official policy.

@tomfgoodwin The replies agreeing are just quickly generated bullshit AI responses. Anyone using chatGPT thoroughly knows how good codex is.

Pretty sure everyone I know stopped using ChatGPT a while ago Everyone uses Gemini or Claude or Grok now. It changed fast. ChatGPT is for the olds.

@growthrapidly $VIVO. Undervalued imo

What’s one stock you’re quietly accumulating before the crowd catches on?👀

$GAME @gsqholdings Could the wait have paid off or do we give these overnight gains back? Looking great after earnings right now regardless.

@unusual_whales Well we're not are we? The military is very poor. Huge decline in living standards. Can't get any infrastructure built due to regulations. Crime and safety down the shitter. Women can't even walk down the road alone at night.

"The UK must accept it is no longer a global power," per FT

@CleansedTweets No bone, no gristle, no skin. Best we've had to date (we're currently traveling China), enjoying the posts by the way.

@BobbyAnalytix Now that looks great. As long as there is not skin and gristle in it ❤️❤️

Really fond of China, but not its food. I'll get some kickback on the comments here, apologies, but all my friends struggle with it. It could be my area, it could be just bad luck. I don’t know. However, we all agree that a British Chinese meal is the best in the world and one of our favourite foods.

$WULF is GREEN +6.56% today 🟢 One of the most asymmetric plays in the entire data center space: • Kentucky 480 MW site • Targeting a 10-15 year lease with a “world-class credit”

@RupertLowe10 @Keir_Starmer Stamer got ratio'd again.

@Keir_Starmer All of a sudden we can decide who gets to enter Britain? Deport the third world rapists, conmen and sex pests before Kanye sodding West.

Kanye West should never have been invited to headline Wireless. This government stands firmly with the Jewish community, and we will not stop in our fight to confront and defeat the poison of antisemitism. We will always take the action necessary to protect the public and uphold our values.

@nanalyzetweets Alright you big baby

@BobbyAnalytix And now you're muted for talking out your ass. Nice work.

$CRWV $NBIS $IREN If you're holding any one of the above stocks, you ought to consider what sort of customer concentration risk you're exposed to. And what’s the big pot of gold at the end of the rainbow here? The value proposition is this magical ability for necloud providers to offer cheaper AI compute. This value doesn’t come out of thin air. Is it defensible? Of course, Jensen is going to talk up these customers every chance he gets because they're spenidng 70-80% of capex on $NVDA chips. Hell, he’ll even throw them a couple bucks they can give back to him. Neoclouds have weak moats. What they do can easily be replicated by anyone with money.

@nanalyzetweets It's a very simple thesis. One you fail to understand.

@BobbyAnalytix You're not making a very compelling argument at all. Buddy.

@benvargas I think it's pretty clear that's what's happening at this point.

Heavy claude users, is this normal? "Want me to ..., or are you done for today on this one?" So often I see Opus trying to finish for the day/evening/night... is Anthropic prompting it to suggest stopping to save compute?

@rationalaussie He's just trying to manipulate the stock market. I don't think the market cares too much today.

Trump will Taco. The tell is that his rhetoric gets increasingly deranged the worse things are going for him - that's how he negotiates. He has to make everyone believe he has genuinely lost the plot. If the Iranians think he's mentally unwell they might actually believe he'll nuke them. Hence why his tweets the past few days sound like a madman about to destroy their civilisation. He's not gonna drop a nuke, this is just how he negotiates when he has no actual leverage. He's trying to create leverage that doesn't exist by artificially creating what is most scarce: fear of consequence. I fully expect to wake up 8 hours from now to a headline something along the lines of 'we were so close to giving the orders, I called them and I said - listen listen we can always take them back to the stone age next week if we need to but I'm hearing good things - tremendous things - from the much more reasonable Iranians we've been speaking with. Excellent things. Very positive developments. And so I've informed my team to hold off on dropping the BIG bombs just a little longer. Let's see! PRESIDENT DONALD J TRUMP' And just like that stonks will rip and we'll be waiting until the market closes end of week for more aggressive escalations.

@CleansedTweets Most things I could across in china I'm commenting that they wouldn't last in the UK 😂

China is just pure fun; the tech is absolutely everywhere. I saw this in Shanghai: a little robot car cruising around selling ice cream. You just scan the QR code with your phone, pay, and help yourself. Needless to say, in Western Europe, America -vandalism would be inevitable. You know it.

$IREN this is what we want. People that bought in at the top capitulating. Great time to buy in or increase position IMO. Nothing has changed with the business. Everything is on schedule. Power is clearly still an issue for datacentre buildouts, and $IREN controls plenty.

@ilzmcfly He's probably long $IREN in private now, but he wouldn't get as much attention if he made that public.

This guy’s hate for $IREN shareholders needs to be studied. The fact that he did not list the only neo-cloud this is bullish for is hilarious to me. At this point everyone knows that $IREN truly Vertically Integrated model is designed exactly for speed time to compute and the ability to materialize on all their pipeline. $NBIS & $CRWV rely on leasing and third party builders.

@MarioNawfal So he and his friends could make money manipulating markets. Have you not been watching the daily swings the last few weeks? Positive news one day, negative news the next. It's all about making money that's all.

Something doesn’t add up… Before the war started, everyone I spoke to agreed the U.S. Navy (which is more capable than the rest of the world combined) CANNOT open the Strait of Hormuz militarily And everyone also confirmed what Iran warned: They will and can close the Strait of Hormuz if attacked Both pro-U.S. and pro-Iran analysts and military veterans agreed on both points So why the hell did Trump, who SHOULD have access to the world’s most capable intelligence and most experienced advisors, decide to enter this war? What am I missing??

@coinbureau Until tomorrow when it's war again.

🚨BREAKING: The US and Iran have received a plan to END THE WAR as early as Monday, potentially reopening the Strait of Hormuz, per Reuters. Details include: 1. The proposal outlines a two-stage deal: an immediate ceasefire followed by a full agreement within 15–20 days 2. The ceasefire would instantly reopen the Strait of Hormuz 3. The final deal, dubbed the “Islamabad Accord,” would include a regional framework for the strait, with final in-person talks in Islamabad. 4. Final deal would also include Iranian commitments not to pursue ​nuclear weapons in exchange for ​sanctions relief and the ⁠release of frozen assets 4. Pakistan’s military chief has reportedly been in continuous talks with US and Iranian officials overnight to push the deal forward

@m_ashcroft Seems way to intrusive, I've never had stuff like that with ChatGPT.

getting really tired of Claude's increasingly paternalistic and patronising tone "alright we can talk about this, but remember I already told you to enjoy your Sunday." "see, nothing interesting here. play with your son" if this is to discourage usage, it's very annoying