DaneiI Newman&Advisor
62 posts
$MU selling off on Kimi was so dumb. Every sell off that is supposed to indicate less compute has turned out to be a false flag and the reality is more compute. More memory.
Kalshi@Kalshi
JUST IN: Micron reclaims $1 trillion market cap
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$MU can absolutely deliver the $400 Billion in FCF that UBS cited this week. Demand, margin profile, and sustained capex buildout are the setup. Futurum Equities @rolfbulk reiterates its buy and $1,550 PT. 🚀
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It is hard for U.S. AI to compete with a copy and steal everything strategy so is China’s AI program ahead? I still believe American companies are leading innovation but lack of I.P. Enforcement is a real risk to our long term AI leadership. 🇺🇸👏🏻🚀
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Yesterday $IREN, today $CIFR 💪🏻🚀
Everyday we need more compute 🤩
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Kimi definitely didn’t use Anthropic’s best IP to develop k3. 🤪😮💨
Also, North Koreans believe they won the 2026 FIFA world cup. 😆
Lisan al Gaib@scaling01
pinky promise there's no distillation
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TLDR: compute is massively constrained. We need massive net compute to meet demand. 👏🏻
Small Cap Snipa@SmallCapSnipa
Databricks CEO said running out of GPUs triggered the company’s most recent fundraise: “We are running out of GPUs everywhere”
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$IREN you were spectacular today, darling. 🤩🙃
Daniel Newman@danielnewmanUV
Now that I’m fully positioned into $IREN it is free to announce deals. 🙃
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Senior year done, tassel swapped, and memories I’ll carry forever. This chapter closes, but so many amazing ones are waiting ahead.
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Just unboxed my long-awaited package! Everything’s perfectly packed and exactly what I wanted—great first impression from the delivery ，
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Just had the best late-night snack—warm matcha muffin oozing with white chocolate, paired with a iced latte, perfect way to end the day!
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DaneiI Newman&Advisor retweetledi
Fresh cherry tomatoes, basil, and mozzarella just added to my weekend salad prep! Perfect for a quick, healthy meal.
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Craving bold flavors Our spicy Thai basil chicken bowl wraps you in fragrant herbs, zesty chili, and tender rice – pure Thai street food vibes in every bite!
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DaneiI Newman&Advisor retweetledi
Coffee with my old crew today—same jokes, same vibe, 5 years of memories hit different ，
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DaneiI Newman&Advisor retweetledi
This week’s restock just hit our convenience store! Fresh sandwiches, chilled sodas and quick snacks are ready for your on-the-go needs. Stop by before they sell out~
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Just borrowed a cup of sugar from my next-door neighbor today—small moments like these make the neighborhood feel like family!，
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