Freedom 44

@Deenobrown123 @The_AI_Investor And then it will collapse

@Freedom_44_ @The_AI_Investor Micron will make more profit next quarter tha Tesla will make in all of 2026 and 2027 combined

There is Tesla and there is Micron, trading at the same time in the market as below: $TSLA next quarter eps is about 0.4, stock price $382 $MU guided next quarter eps of ~$19, stock price $430 They are not the same.

@RealEmirHan Never ever remake a beloved classic. Just don’t. You’re not original and you’re not as creative as the original.

Timothée Chalamet calls WONKA “the riskiest thing” he’s done in his career: “It was untraditional career step. That movie didn’t get its fair shake. I thought it was punk rock to do something that wasn’t cool. I don’t think people really took it that way.”

@jukan05 Memory and optical need a breather. Will rotate back into NVDA.

Fuck, Micron puts up numbers like this and still drops 4% — how many people think we’re at the top right now?

@deantak $20B is less than 0.5% of NVDA $4.7T market cap. It’s peanuts. He will do many more of these.

At press q&a, Jensen Huang was asked if the $20 billion Groq deal meant Nvidia was slow to shift from AI training to inference. He replied, “First of all, you are looking at the inference king.”

@Hysteria87 @Reds Bro it’s a way to sell tickets during spring training

@Reds Stop. Just fcking stop. You should never cheer against USA baseball.

Love this man so much #WorldBaseballClassic

@RebellioMarket Buy fully formed pullback, if falls further wait for that first bounce after new low to sell. Repeat until account empty.

@RebellioMarket Buy the first pullback unless it keeps pulling back in which case you shouldn’t have bought it

“Buy the first pullback after a new high, sell the first rally after a new low.” Linda Raschke:

@firstadopter Like all the finance bros watching Jensen yesterday. Fell asleep five minutes in. Woke up to buy the spike at 188.

I don't understand 75% of what he is saying. Too technical 🤣

@amitisinvesting Wall Street is too dumb to understand what Jensen is doing. They must be spoon-fed by results delivered quarter by quarter.

$NVDA Jensen on the $1T guide he gave yesterday: “That $1T only included Blackwell and Rubin. It does not include Groq, Storage, Bluefield, CPUs, Vera Rubin Ultra, Feynman, and more. It will likely be more than $1T with everything put together.”

@nickshirleyy US voters must understand that there is an unlimited supply (~8 billion people) of foreigners willing to move to the US and do nothing all day except collect welfare checks fraudulently. If they get caught they move to another state and do it again.

This is how the hospice fraud works: - Get a small office in LA - Collect Medicare beneficiary numbers - Enroll people into hospice - Bill the government for millions Get caught or become suspicious? Pack up and walk away with millions END ALL THE FRAUD.

@DOGE @WhiteHouse Thank you Nick Shirley!

Good initiative by the @WhiteHouse. whitehouse.gov/presidential-a…

@LJKawa He's a total letdown. Only $4T.

When Jensen Huang speaks, Nvidia usually falls $NVDA sherwood.news/markets/when-j…

@DaveScarangella One year free agent paid mercenaries will destroy the sport.

There was a time I was seriously into the NBA, but over time, the game changed and now I rarely watch it at all. I say that because I found today I'm in the early stages of repeating that with college basketball. Maybe it's because my team had a tough year, maybe it's because NIL is creating a bunch of mercenaries who do what's best for themselves (much like the NBA) but I just wasn't feeling it today. Didn't watch the selection show and won't be filling in a bracket this week. Maybe I'm totally wrong, and often am. But it's like the college game has decided to de-emphasize what made it great (tradition, players staying for a few years so you could get to know them, an allegiance to a school) and traded it for the things the NBA does that aren't so great. Hopefully for college sports, I'm the only one who feels this way...

@KobeissiLetter A few hours of bombing should take care of it.

The next big question: What is happening in the Bab al-Mandab Strait? Since the Iran war began, the Strait of Hormuz has been the focal point, as it accounts for ~20 million barrels of daily oil supply. On Thursday, Iran's Fars News Agency said Houthis in Yemen and other “resistance groups” may soon join the war against the US and Israel, per WSJ. Not too long ago, Yemen's Houthis, who are backed by Iran, were striking ships in the Red Sea, resulting in a major drop in shipping activity. Currently, ~12% of global seaborne oil passes through Bab al-Mandab, making it the world’s 4th-largest shipping chokepoint. If this passage is closed, another ~6 million barrels of daily oil supply would be halted. Total offline capacity between the two Straits would near 25 million barrels per day, or ~25% of global supply. We have another pivotal week ahead.

@nerdalert There’s a good revenge movie based on this scammer situation starring Jason Statham called The Beekeeper.

My siblings and I have been dealing with a lot of health issues for my mom in the past few months. It’s been very hard, and out of respect for her privacy I’ll leave it at that. Then today we found someone who scammed her, took control of her computer and tried to get access to all of her accounts. By pure chance my sister caught it and avoided some catastrophe. People who prey on the elderly and infirm deserve a special place in hell.

@CopaExMachina Benson

What TV show theme song starts playing in your head the second someone mentions it?

@11W That’s enough hangtime to grab a sandwich

Amare Bynum — with a kiss! 💋

@THR You hate us so we only watch all the pre-2000 movies from when you were still a real person.

Jamie Lee Curtis has seen Hollywood’s crisis up close in her shift to producing. “I see the lists of actors who are available for work, and when you start going down these lists, these are people who have starred in movies, had their own TV series — and they’re willing to go on tape for a small part in either your movie or your TV show. It is a desperate time. There is very little work available.” bit.ly/4uk0rYt

@firstadopter Grok

What model do you use most?