PK 🇨🇦

Crow eating marinara sauce

Now watching: WicK(amaru)ed, 2024

@KyotoZoomerKZ Is that Terry Crews?

Chud the builder if he was normal:

@corruptario Canadian industry to remain competitive geopolitically

What's the power for?

@orcachillin I am from Vancouver aka "better-Seattle"

apparently i can limit replies to just seattle?? hi seattle people reply if you can

@QRomieRome It's true 🙌

@TraderCombat Then he wouldn’t be acting and the world would know… like REALLY know 👀

As none of that has been substantially changed since 1951, I'm sure I made the exact same jump in 1970. Only at night. In December. With cows still in the pasture. Cows never look up. What a mess that was. youtube.com/watch?v=UkSJoz…

Why do I never hear about the Coast Mountains of Canada?

Now make his favourite fighter jump the cage after his big win and shake Donald Trump's hand cage-side

@Hana1957641 @oguzerkan I dont see CRWV having the company that $NBIS dors, the toxic debt clarity $NBIS has, or the operational partnerships $NBIS has

@oguzerkan $NBIS vs $CRWV valuation doesn’t add up 2026 rev: (midpoint est) $CRWV ~$12.7B $NBIS ~$3.4B 2027 rev: (midpoint est) $CRWV ~$24.2B $NBIS ~$10B Nearly identical market caps. So either $CRWV is massively undervalued or $NBIS is being mispriced vs scale reality this my take

$NBIS is showing insane strength today. It doesn’t take a genius to see it can make another 15x from here over the next decade or so. Just look at how their 2026 contracted capacity target ramped up over time: Q2 2025: >1 GW Q3 2025: >2.5 GW Q4 2025: >3 GW Q1 2026: >4 GW This is 4x growth in a year. They have committed to deploy 5 GW by 2030. Even if we assume demand will stabilize over the next 5 years and deployed-to-contracted ratio will shrink from 1:4 to 1:2, we’ll be looking at +10 GW contracted capacity by 2030. Even if the contracted capacity ramp just stops there and it turns to fuly connected power by 2035, we are looking at $100 billion in revenue. Assuming 35% net margin (similar to AWS) and 25x exit multiple, we’ll have a $875 billion company. This is another 15x from here. We are still very early.

@ConstraintEdge @oguzerkan They're raising capital with profits, institutional investments (Meta, NVDA etc) and they have an at-the-market (ATM) option they haven't used yet. I think they will use it some time this coming 12 months to reach the CapEx needs, but bulls are spazzing at me for saying that

@oguzerkan Capital needed to fund 10GW? Any dilution?

@oguzerkan Theyre allowed to slip with the market. Would be happy to see a humble red day today to calm euphoria and trade sideways to show supply/demand confidence in the stock honestly

@ScrubbedChungus @HoriguchiMafia @ElvisSinosickk Never thought I'd see the word confit on MMA Twitter

@TraderCombat @HoriguchiMafia @ElvisSinosickk I think it's duck fat. He's being confited

Does bathing in chicken noodle soup really help with the weight cut?

he’s obviously drinking again

@HeeraniPK It's 35% of my speculation basket

Blackrock increases their $ASTS position by 20% Northern Trust increases their $ASTS position by 25% I have increased my $ASTS position by 700% Is it only me, Blackrock and Northern Trust?

@Toppy1776 What's the event?

Today i will be mostly carb loading Tomorrow we climb!

@ElvisSinosickk @TheJGMMA

@TheJGMMA Kissing nazis?

Me and white women been kissin a lot

I've been so concerned with piss jugs, I haven't even CONSIDERED piss tubs

This pic had me fucked up for a minute😭

@coryeeast Fuck you

was dipping some strawberries then i remembered i had animal crackers