Garphuy

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Garphuy

Garphuy

@Garphuy

@garpheeee got suspended. Still a person who loves to observe things, just from here now.

Trenches Katılım Nisan 2026
26 Takip Edilen18 Takipçiler
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Garphuy
Garphuy@Garphuy·
just moved here from @garpheeee, starting fresh
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Garphuy
Garphuy@Garphuy·
AI infrastructure demand still looks far from slowing down Even new entrants like Cerebras are now targeting massive valuations as investors search for alternatives beyond Nvidia x.com/i/trending/205…
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Elon Musk
Elon Musk@elonmusk·
❤️❤️ Happy Mother’s Day ❤️❤️ Appreciation to mothers everywhere who brought us all into the world and nurtured their beloved children 🥰
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Garphuy
Garphuy@Garphuy·
A lot of people still talk about the world like it’s the 1990s But global power is becoming more fragmented, and countries are increasingly willing to pursue their own interests outside the US-led system
Mario Nawfal@MarioNawfal

🌐 The last time the world was genuinely multipolar was the 19th century into the early 20th, before World War I... The major powers back then were Britain, France, Germany, Russia, Austria-Hungary, the Ottoman Empire, and later the United States and Japan. After WWII, the world flipped to bipolar with the U.S. and Soviet Union. After the Soviet collapse in 1991, it became unipolar with America standing alone at the top of the global order. That unipolar moment is now ending in real time, and most Americans haven't fully processed it yet. China is openly building a parallel economic system, telling its banks to ignore U.S. sanctions on Iran. Russia is deepening ties with Tehran. The UAE just walked out of OPEC. The global south is forming new alliances. Even traditional allies like Germany and France are quietly building independent maritime missions and questioning American strategy on the record. The Iran war is accelerating the transition. Every week that the Strait of Hormuz stays militarized is another week countries learn to plan for a world that doesn't run through Washington's permission. Once those workarounds are built, they don't get dismantled when the war ends. We're moving back toward something the world hasn't seen in over a century. Multiple competing powers, shifting coalitions, no single hegemon. The post-Cold War era is officially over. The next chapter is being written now, and the rules will look very different from the ones America wrote for the last 80 years...

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Garphuy
Garphuy@Garphuy·
Interesting that he focused on infrastructure instead of AI software itself Power, storage, memory, and compute demand have become some of the biggest winners from the AI boom
Bull Theory@BullTheoryio

THIS EX OPENAI EMPLOYEE TURNED $225 MILLION INTO $5.5 BILLION IN 12 MONTHS. And he did it without buying a single share of Nvidia, Microsoft or Google. Leopold Aschenbrenner was fired from OpenAI after writing an internal memo warning that China could steal their AI models. One month later he launched a hedge fund betting that the AI boom would create an explosive shortage of electricity and computing power, not software. Every single bet worked. His biggest wins: - SanDisk: Original stake was $12.9 million in September 2025. He scaled up to 1,054,200 shares worth $250 million in Q4. That position is now worth $1.48 billion. - Bloom Energy: His largest single position accumulated to $875 million throughout 2025. It is now worth $2.21 billion. The stock is up 150% this year alone. - CoreWeave call options: He sized up his position by 672% in Q4 2025 alone. - Lumentum Holdings: Up 167% year to date since he entered. - Intel calls: A $459 million position that printed as Intel surged over 170% this year. - Core Scientific: He built a 5.8% ownership stake worth hundreds of millions. The stock is up 84% over the past year. - Applied Digital: Up over 260% in 2025 since he entered. The fund grew from $225 million to $5.5 billion in 12 months. First half returns were 47% while the S&P did 6%. His next 13F filing drops in 7 days. Last time his positions became public, SanDisk was at $180. It is now at $1,406.

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Garphuy
Garphuy@Garphuy·
Every cycle Bitcoin gets called dead at $20k, overheated at $80k, then “obviously going higher” after it already doubled again x.com/i/trending/205…
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Garphuy
Garphuy@Garphuy·
Anthropic securing access to 220,000 NVIDIA GPUs is another reminder that the AI race is no longer just about models It’s about compute, energy, infrastructure, and who can scale the fastest The companies controlling GPU access are becoming as important as the AI labs themselves x.com/i/trending/205…
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