Equalizer

@EndicottInvests Agreed but so far it’s not helping my calls lol

Straight up, this is bullish $IREN

@HyperAICapital Anybody got any more of them H100’s 😂

🚨 US DATA CENTER BUILDOUT HITTING A MAJOR BOTTLENECK Nearly half of planned US data centers are now being delayed or cancelled due to power shortages. Companies like Amazon, Oracle, Meta, Google and OpenAI have committed over $600B to AI infrastructure this year. Critical electrical components like transformers, switchgear and batteries can’t keep up with demand. Even with increased imports from China, plus sourcing from Canada, Mexico and South Korea, supply is still falling short.

@aleabitoreddit And where will those H100 rental rates be when the demand doubles yet again and the supply is even more crippled. Mr Burry, your take?

I’ve been thinking about this report more from last month… It’s probably extremely bullish for the Neocloud segment like $NBIS (and even $CRWV) more than markets think. Because of the hyperscaler buildout delay spillover. And partly why $META might have signed a $27B deal. Companies that already have secured capacity/component orders for their buildout are likely to be major winners as other competition stalls.

@newstart_2024 Cut it out totally. Alcohol serves exactly zero positive purpose

$NVDA $NBIS seekingalpha.com/news/4572260-n…

@BernieSanders But what will you actually do with all that extra tax revenue? Piss it away like the other 7 trillion per year

Ok, Jamie: Let me clear things up for you. If my 5% wealth tax on billionaires was enacted you’d owe $135 million more in taxes & a family of 4 making $150,000 or less would receive a $12,000 payment. Oh, and you’d still be worth more than $2.5 billion. Seems pretty fair to me.

@ExpoRecruits @MasonGregg15 My best was 26 but that was at 165lb body weight. He’s about double that lol

52 Reps of 225 is INSANE 🤯 via @MasonGregg15

@ZeekArkham It’s ridiculous that people completely selwear off family And friends over a different political opinion. Seems pretty wasteful and shallow to me

Had a friend I’ve known for almost twenty years call me this morning. He found this account and my IG. Cursed me out, called me a “coon,” said he doesn’t f**k with “MAGA supporters,” and told me not to ever contact him again. I hadn’t even had my coffee yet… like, bruh… let me at least be awake for this. You’re this level of mad before breakfast? When I started speaking up years ago, I knew I was going against the grain. I knew I’d lose friends. I knew I’d lose family. Unfortunately, tribalism and cult-brain are rampant on the other side, especially amongst black folks. Oh well… sucks, but I’m not going to stop being who I am. On to the next one.

@mvcinvesting Amen. These down 150k days will mess with the mind you gotta stay in reality

Go touch grass.

@FunOfInvesting High execution risk but if they pull everything off the next 3-5 years this will be a 300 billion dollar company. Thats over 10x for those of you scoring at home

$NBIS CEO: The $META deal isn't the endgame "Think about $NBIS as a 4th hyperscaler. You don't achieve that by acting as a hardware wholesaler. You have to own the whole stack." Meanwhile, the market gives $NBIS a 20% short interest How does this play out?

@JeremyTate41 Pigeon habitat

The rapidly shrinking Department of Education is abandoning its headquarters, widely regarded as the ugliest building in DC. What should the building be used for now?

@ericmmatheny I think I repped that in 6th grade

Never forget the mayor of New York struggling to put up a weight that most freshman football players easily rep.

@VigilantFox Literally the dumbest hill to die on in political history but also the last shred of relevance dems have left. If they can’t game the system the game is over

BRUTAL: Stephen A. Smith just told Democrats to “SHUT UP” and stop “bitching” about voter ID. “You should have a damn ID [to vote]. You need an ID for every damn thing else.” “And to the progressive left, shut the hell up!” “You got a mayor in New York City that required TWO IDs for you to shovel snow.” “You ain’t in no position to be bitching about how [Trump] wants IDs and the GOP wants IDs for votes. Shut up! Nobody wants to hear that.”

@Mario20253035 @IfindRetards found one!!

1/ I grew up in Venezuela under a regime that turned every institution into a tool of the state. Banks, media, telecom — if you operated, you complied. There was no such thing as a “private” company that said no to Chávez. That’s why what I’m about to tell you about $NBIS should concern every American.

@ilzmcfly Retards unite?

Elon Musk does not trust $NBIS CEO Hmm 🤔

@IfindRetards Why do they all look like old lesbian cat ladies?

Retard of the day 🏅 Kieth Olbermann

@alt_w_v_g @APompliano But but what about the bubble??? 🤣

@APompliano We are living through the most important moment in human history and most people do not realize it yet AI today is the worst it will ever be This is not the beginning of decline It is the beginning of the most extraordinary chapter our species has ever written

The fact that Tesla, SpaceX, and xAI are collaborating on the Terafab facility only increases my confidence that Elon will combine the three businesses at some point. It will be the largest, most valuable, and most important company in history.

@alt_w_v_g Warranties are one of the most effective scams on earth.

The dishwasher broke My wife said "good thing we have the home warranty" I said nothing I've been paying $62 a month for three years for this moment $2,232 for the peace of mind that when something breaks someone will come to the house and tell me it's not covered I called 47 minutes on hold They sent a technician Arrival window: Tuesday through Thursday between 8am and 5pm My analyst delivers faster than that And he still hasn't fixed the gridlines He showed up Wednesday at 4:47pm Looked at the dishwasher Opened the door Closed the door Touched something underneath Said "not covered" 90 seconds That's faster than my bank lets me prove I'm human I said "what's covered" He said "the motor" I said "what's wrong with it" He said "not the motor" I said "convenient" He said the service fee is $75 I paid a man $75 to open my dishwasher, close my dishwasher, and say two words My analyst could do that And he's not even that good I called the warranty company back 38 minutes on hold Requested the policy 129 pages I read all 129 pages Because that's what I do The coverage section is 34 pages The exclusions section is 58 The business model is right there In the margins Where nobody reads Except me Page 91 says "all mechanical and electrical components essential to appliance function are covered under standard service" Page 104 excludes control panels A control panel is an electrical component essential to appliance function Their own document contradicts itself 13 pages apart I highlighted both Sent them an email Subject line: "Plz fix. Thx." Attached both pages No other context Took them three days to send a technician Took them 4 hours to call me back when I found the loophole Funny how that works They covered the repair Waived the $75 And I canceled the warranty anyway Because a contract that contradicts itself isn't a contract It's a suggestion My wife said "so we're canceling" I said "we're canceling" She said "and the dishwasher" I said "fixed. They're covering it." She said "how" I said "I read the policy" She said "all 129 pages" I said "the exclusions section starts on page 47. The coverage section ends on page 34. There are 13 pages between them where they hoped nobody would look." She looked at me Then she said "you're unbelievable" I said "I just saved us $744 a year and got a free dishwasher repair. I'm not unbelievable. I'm thorough." She looked at the ceiling The dishwasher works now The warranty is canceled And the policy has been read By at least one person Probably the first Make common sense common again Plz fix. Thx. Sent from my iPhone

@beavinvests It route correct I’ll make plenty of money on $IREN and $NBIS calls because they’ll all run together to an extent.

$IREN will cross $NBIS & $CRWV market cap by EOY 2026. I would like this prediction placed on my resume.

@sweatystartup This guy has some interesting takes. And by interesting I mean retarded

Investing heavily in AI at your company will backfire. You are becoming dependent on something that is unsustainable. The VC money will dry up once they realize nobody is going to make any money in the long run except NVDA and the power companies. The subsidies will stop. And your costs will 5x. There is no moat in AI. Switching from GPT to gemini to grok to claude takes seconds and you don't miss a beat. Its a house of cards.