Tequesta
508 posts
Tequesta
@TequestaChief
VP at $30Bn+ private credit fund
Miami, FL Katılım Ocak 2022
65 Takip Edilen431 Takipçiler
This tweet literally marked the pico local bottom for $BTC
Tequesta@TequestaChief
There is a some factual evidence that the $BTC selling could be done, or at least we are getting CLOSE $IBIT saw inflows for the first time in ~2 weeks yesterday There is likely to be a massive outflow today after the overnight selling and $ZEC exploit But seems like some buyers are finally stepping up to the table; $59k is an extremely important support level for bulls to defend
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Comedy - Someday this will be criminal?
COREWEAVE JOINS NASDAQ-100 AS AI COMPUTE FLOWS ENTER THE INDEX MACHINE
$CRWV Neg Free cash flow next year, year after?
2026: -$25B
2027: -$21B
*now add profit less Anthropic, OpenAI, SpaceX, -$45B free cash flow combined in 2026.
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@TequestaChief There is zero chance this happens, get this garbage off of my feed
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Prediction: $GLXY will announce Anthropic as the next tenant for their 830MW of approved power
1. Scale: Anthropic needs massive capacity, and 830 MW at Helios provides for that
2. Location: Texas has been a focus for Anthropic/Fluidstack, having already signed multiple leases there w/ Nexus $HUT $WULF $CIFR
3. Timing: Hyperscalers need 2027/28 power, and $GLXY has already finished Phase 1 data hall delivery to $CRWV on time
4. Scarcity: Few 500MW+ approved ERCOT blocks left
Time will only tell… Might be a nice little 4th of July present from Mr. @novogratz himself :)
Blockspace@blockspace
Anthropic is reportedly pursuing its first data center leases, looking to secure a gigawatt of AI compute from cloud providers A huge opportunity for the entire neocloud sector: $IREN $NBIS $CRWV $HUT $APLD $CIFR
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SpaceX decided to rent out the full capacity of its Colossus 1 data center in Memphis to Anthropicafter encountering technical challenges using the facility to develop and run its Grok artificial intelligence models bloomberg.com/news/articles/…
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@FunTimeChuck @zerohedge Services will come down as AI is continually integrated into society
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@TequestaChief @zerohedge Along with prices for services, which have continued to go up and will not come down bc gas is depressed by the SPR drain...but it's fine.
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Gas Prices Fall For 3rd Straight Week zerohedge.com/personal-finan…
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It’s obvious what is coming next for $CRWV
SemiAnalysis@SemiAnalysis_
Interestingly, the public market is positioned in the opposite direction, with neocloud names trading like the cycle is about to roll over. Our read, which we lay out in the piece, is that the scarcity is real, the long-dated rental floor is much higher than the equity setup implies, and existing H100 fleets have meaningfully more economic life left than the consensus model assumes. Link to the Newsletter: (4/4) newsletter.semianalysis.com/p/the-great-gp…
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Look at $CRWV tho. It only gets publicly tarred and can’t catch a bid cause of its debt load yet it’s on a one way street to be fully self sustainable on FCF by 2029/2030…
Everyone wants $IREN and $NBIS who only announce deals but haven’t proven they can even execute yet and also haven’t ramped up capex spend for aforementioned deals…
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“Neocloud names trading like the cycle is about to roll over”
SemiAnalysis@SemiAnalysis_
Interestingly, the public market is positioned in the opposite direction, with neocloud names trading like the cycle is about to roll over. Our read, which we lay out in the piece, is that the scarcity is real, the long-dated rental floor is much higher than the equity setup implies, and existing H100 fleets have meaningfully more economic life left than the consensus model assumes. Link to the Newsletter: (4/4) newsletter.semianalysis.com/p/the-great-gp…
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@SemiAnalysis_ The only neocloud name trading like cycle is about to roll over is $CRWV
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Interestingly, the public market is positioned in the opposite direction, with neocloud names trading like the cycle is about to roll over. Our read, which we lay out in the piece, is that the scarcity is real, the long-dated rental floor is much higher than the equity setup implies, and existing H100 fleets have meaningfully more economic life left than the consensus model assumes.
Link to the Newsletter: (4/4) newsletter.semianalysis.com/p/the-great-gp…
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Alongside the launch of our H100 1-Click Rental Index, we wrote up what the GPU rental market actually looks like in early 2026, and the headline is that the spot market for compute has gone from "finally cooling off" in October to a hard squeeze again, in roughly five months. (1/4) 🧵
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@FunTimeChuck @zerohedge Higher energy is captured quicker in core PPI
Cost of running factories and transporting goes up
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@TequestaChief @zerohedge Then what accounts for Core PPI being 4.9% bud?
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@FunTimeChuck @zerohedge Oil accounts for ~70% of the headline CPI increase, bud
Sidelined?
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@TequestaChief @zerohedge Yes, the ongoing increases in medical costs and other services is entirely due to oil price.
Let's go with that.
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*SPACEX SHARES INDICATED TO OPEN AT $174 EACH, IPO PRICE $135
zerohedge@zerohedge
*NASDAQ ANTICIPATES SPACEX IPO TO OPEN FOR TRADING SHORTLY
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Space stocks getting sold like hotcakes ahead of $SPCX IPO
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Me trying to understand how anyone could be retarded enough to buy these space stock at their current valuations…
$RKLB $ASTS $SPCE
Negligible Capital@negligible_cap
Space stocks getting sold like hotcakes ahead of $SPCX IPO
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