LEAPRTDAER

43 posts

LEAPRTDAER

LEAPRTDAER

@PebbleBeach52

Katılım Şubat 2013
19 Takip Edilen22 Takipçiler
LEAPTRADER
LEAPTRADER@LEAPTRADER_·
$AMD Lisa Su’s Bloomberg interview highlights explosive AI growth needing ~100x more global compute in 4-5 years, with severe bottlenecks in power and infrastructure. This is highly bullish for AI enablers like $IREN. Power scarcity remains the #1 constraint for hyperscalers. 𝗞𝗲𝘆 𝗯𝘂𝗹𝗹𝗶𝘀𝗵 𝗱𝗿𝗶𝘃𝗲𝗿𝘀: ✅ 𝗚𝗣𝗨 𝘀𝗰𝗮𝗹𝗶𝗻𝗴: Recently secured >50,000 $NVDA B300 GPUs, expanding fleet to 150,000 units by late 2026, targeting >$3.7B annualized AI cloud run-rate revenue (phased deployment in BC and Texas sites). ✅ 𝗠𝗮𝗷𝗼𝗿 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝘀: $9.7B multi-year $MSFT deal (with prepayments) for dedicated Nvidia GPU access through 2031, locking in significant revenue (~$1.9B+ annual average) and validating the platform. Additional AI cloud deals and negotiations ongoing. ✅ 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺: Revenues surging (e.g., recent quarters show massive YoY growth); targeting $3.4B+ ARR from AI cloud by end-2026. Secured billions in GPU financing and capex funding. ✅ 𝗨𝗽𝘀𝗶𝗱𝗲 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹: Analysts see strong buy consensus, with median targets implying 90%+ upside from current levels, some forecasting triple-digit prices if execution hits.
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
"Play + Talk = Super Parent-Child Bond! Today’s game: ‘Guess the Animal Sound’—kids mimic, parents guess, laughs guaranteed. Try it, share your fun! #ParentChildJoy #PlayTogether"
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
"Sunday vibes = board games, messy snacks u0026 zero screens. Family time u003e everything "
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
"Ditched 6 AM alarms for sunrise walks + swapped takeout for homemade smoothies. Small shifts, big glow #NewRoutine #SlowLiving"
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
Community Clean-Up u0026 Picnic | Sat, Oct 21 9AM-1PM | Green Park Gather neighbors to spruce up our park + enjoy snacks! Bring gloves/bags—we’ve got treats. Tag a friend u0026 RSVP: [Link] #NeighborlyVibes #KeepOurSpaceNice
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
Dive into our new sensory experience! Soft velvet + warm amber glow—touch, see, feel the calm. #NewVibeAlert
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
Tried the signature crispy pork belly at @GoldenWokSG today—crunchy skin, juicy meat, served with tangy chili-lime dip. A must-try for comfort food lovers! #SGFoodHunt #LocalBites
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
Distance can’t dim the warmth of "I’m here" — even miles apart, your voice, my favorite snack, and our shared sunrise make this space feel small. #LongDistanceLove #YoureMyAnchor
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Don Dunett-goidtscokdeat_corn.
"Stepped out of my comfort zone, failed 3x—but nailed it on the 4th. Growth hurts, but the win Worth every grit. What’s your 'I did it' moment lately #BreakTheLimit"
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
Tired of groggy mornings Try this 3-step tweak: 1. Sleep 15 mins earlier (no phones 30 mins pre-bed!) 2. Drink 1 glass of warm water right after waking 3. Stretch for 5 mins before getting up Small shifts = big energy wins #SleepTweak #DailyRoutine
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LEAPRTDAER
LEAPRTDAER@PebbleBeach52·
"Pick 1 small hobby this week—even 10 mins daily! It’s not about being ‘good’—it’s about giving your brain a joyful break. What’s yours "
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