DasCapitalStrategiesLLC

235 posts

DasCapitalStrategiesLLC banner
DasCapitalStrategiesLLC

DasCapitalStrategiesLLC

@DasStrategies

Don't hate the player, hate the system. Maximizing profits since 1867. This account does not provide financial advice. It's parody. It's in the game.

Katılım Şubat 2021
233 Takip Edilen72 Takipçiler
DasCapitalStrategiesLLC
DasCapitalStrategiesLLC@DasStrategies·
@richimedhurst What’s equally depressing is much like Obama was elected as a palate cleanser after Iraq, a fraudulent antiwar candidate will likely be elected due to Trump’s Iran catastrophe. New Syrias will be targeted and cheerleaders will say, “I’m credible! I was against the Iran war!”
English
0
1
5
398
Richard Medhurst
Richard Medhurst@richimedhurst·
Shame so many of you weren't as illuminated and switched on when it was Syria being targeted by Mossad and Washington for regime change. Your ignorance and cheerleading helped pave the way for what is being done to Iran as we speak.
English
63
669
3.1K
38.2K
DasCapitalStrategiesLLC
DasCapitalStrategiesLLC@DasStrategies·
@DonMiami3 The level of simultaneous glitching up/down on SPY/QQQ versus Brent/WTI based on a random Israeli news release...At what point does even the MSM admit the "markets" are getting out of control and need a reality check?
English
0
0
1
192
Don Johnson
Don Johnson@DonMiami3·
Hearing a fake story
English
2
0
55
3.6K
AMK Mapping 🇳🇿
AMK Mapping 🇳🇿@AMK_Mapping_·
IDF Spokesperson: "The IDF is attacking infrastructure of the Hezbollah terrorist organization in southern Lebanon."
English
3
0
11
1.2K
AMK Mapping 🇳🇿
AMK Mapping 🇳🇿@AMK_Mapping_·
Israeli fighter jets are flying over southern and eastern Lebanon right now.
English
2
9
103
10.3K
DasCapitalStrategiesLLC
DasCapitalStrategiesLLC@DasStrategies·
@JG_Nuke And in a totally NOT planned programming decision, Bloomberg is silent on CoreWeave earnings and is instead covering Dell's earnings beat due to increased server sales to....checks notes....CoreWeave
English
1
0
5
581
Nobody Special
Nobody Special@JG_Nuke·
$CRWV net loss quadrupled from $110M last quarter to $452M this quarter. I've been warning you since September of 2023 that this is where money goes to die. Have fun out there.
GIF
English
19
35
202
17.2K
zerohedge
zerohedge@zerohedge·
“Aside from fireworks, champagne and dancing robots, we are not quite sure what more Nvidia could have done on the 4Q call to get the market re-excited,” said Jim Fontanelli, co-founder of Arete Research.
English
41
16
360
52K
DasCapitalStrategiesLLC
DasCapitalStrategiesLLC@DasStrategies·
On this day 02/25, the year of our Lord 2026, a vibe-slopped sci-dystopian "AI-scare" was unable to wishcast the continued inflation of history's most annoying asset bubble (at least in the afterhours) @JG_Nuke @edzitron @kakashiii111
English
0
0
0
30
DasCapitalStrategiesLLC
DasCapitalStrategiesLLC@DasStrategies·
@edzitron Correct, income is derived from revenue. Both were up 65% yoy. Just highlighting that a decent percentage of their income was also concentrated in unrealized Intel gains
DasCapitalStrategiesLLC tweet media
English
0
0
0
75
Ed Zitron
Ed Zitron@edzitron·
@DasStrategies i don't believe other income is considered part of revenue
English
1
0
0
394
Ed Zitron
Ed Zitron@edzitron·
For FY2026, 22% ($47.5bn) of revenue came from one customer, and 14% ($30.2 billion) came from another. Could be Quanta/Foxconn building for multiple hyperscalers. Apparently "some" indirect (neoclouds, could be other hyperscalers) account for more than 10%.
Ed Zitron tweet media
English
2
5
57
8.8K
Nobody Special
Nobody Special@JG_Nuke·
$NVDA Where did ~$14.6B in goodwill come from?
Nobody Special tweet media
English
181
129
1.1K
417K
DasCapitalStrategiesLLC
DasCapitalStrategiesLLC@DasStrategies·
@JG_Nuke Sir Nobody, I think you might be underestimating the power of Blue Owl financing to defy the laws of physics.
English
1
0
3
78
Nobody Special
Nobody Special@JG_Nuke·
This does precisely nothing to arrest the trend of higher electricity prices. The duration mismatch between building power plants and datacenters means they're almost certain to buy the power. Stagnant supply + demand⬆️ = Prices⬆️. Signed pledges are only so much toilet paper.
The Kobeissi Letter@KobeissiLetter

BREAKING: Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI are set to sign an agreement with the Trump Administration to generate their own electricity supply for AI data centers, per Fox News. This includes: 1. Meeting with President Trump in March to sign the pledge 2. Companies will build, bring, or buy their own power supply for new AI data centers 3. Companies will agree to protect Americans from price hikes Trump is shifting attention to surging electricity costs.

English
7
4
64
5K
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI are set to sign an agreement with the Trump Administration to generate their own electricity supply for AI data centers, per Fox News. This includes: 1. Meeting with President Trump in March to sign the pledge 2. Companies will build, bring, or buy their own power supply for new AI data centers 3. Companies will agree to protect Americans from price hikes Trump is shifting attention to surging electricity costs.
English
374
1K
8.8K
846.6K
DasCapitalStrategiesLLC
DasCapitalStrategiesLLC@DasStrategies·
@jakebrodes The patchwork of equivalent hellscapes in between 610 and the Beltway is truly impressive. Actually, come to think of it, it's throughout the entire H-town metro area and it's prob all our futures.
English
0
0
2
162
jake rhodes
jake rhodes@jakebrodes·
locals have found this. More lore. Pasadena is split down the middle between north and south side. The part that borders south Houston is basically a dead zone. I mean lots of people live there I used to live there off 225 and Preston. Grass is permanently yellow.
English
7
1
168
8.6K
jake rhodes
jake rhodes@jakebrodes·
Whenever I travel for stand up people ask oh where ya from and I say some nasty little town. Pasadena. And they say oh I got family in Glendale. Pasadena isn’t that bad. And I have to inform them there is a More Evil Pasadena in Texas. It’s the ugliest place in the whole country.
English
112
149
5.2K
139K
Curt Mills
Curt Mills@CurtMills·
Trump seems pretty obviously avoidant of discussing Iran. As if this policy is largely foisted upon him / he's allowed that to happen and he doesn't actually believe it
English
7
8
128
3.8K
Sarah
Sarah@DDGSarah·
Going on PressTV….
English
14
12
177
5.4K
Joe Weisenthal
Joe Weisenthal@TheStalwart·
How much of these big capex increases is just increased costs? I mean, we hear so much about how the whole datacenter supply chain is spoken for already.
English
32
15
396
33.6K
zerohedge
zerohedge@zerohedge·
"YouTube now has over 325 million paid subscriptions across consumer services, led by strong adoption for Google One and YouTube Premium. "
English
32
33
471
72.4K

Keşfet

@richimedhurst @DonMiami3 @DougLain @AMK_Mapping_ @JG_Nuke @zerohedge @edzitron @kakashiii111