Traser
26 posts
My long-term targets for stocks I like.
3-5 years.
$ASTS | $250
$TEAM | $820
$NBIS | $800
$JD | $120
$NVDA | $650
$AMD | $1300
$OSCR | $110
$SOFI | $160
$ZETA | $140
$XPEV | $130
$OKLO | $850
$RKLB | $500
$CRWV | $400
$PLTR | $950
$APP | $2100
Which others are you interested in?
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Tminus 90 minutes.
Good luck $HIMS degens.
You got this.
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Knox Jolie-Pitt, the 17-year-old son of Hollywood stars Angelina Jolie and Brad Pitt, was recently spotted training Muay Thai at a gym in Los Angeles while wearing shorts bearing the word “Rajadamnern” in Thai.
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@_edgar_friendly @The_PattayaNews True, but Israeli and Russians are most frequently in the news.
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@Traser247 @The_PattayaNews Ban anyone who is violent
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Phuket police have detained five Russian nationals following a late-night disturbance that shocked locals and tourists in Phuket and causing further concerns on the misbehavior of some foreign tourists in Thailand.
The Phuket City Police told the Phuket Express that the incident occurred around 12:50 a.m. on May 10th, when officers from Phuket City Police Station received reports of foreign tourists causing chaos along Rasada Road in the Talad Yai subdistrict. Witnesses described the group as intoxicated and aggressive, verbally abusing bystanders and physically assaulting both Thai citizens and fellow foreigners near the Midtown walking street area.
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ChudTheBuilder was seconds away from LOSING his LIFE after a black man pulled up in a Dodge Charger reaching for a gun, telling him to walk up, leading Chud to reach for his own weapon as the situation nearly turned into a full on shootout before the man later went to police 😳
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@The_PattayaNews 5 year ban for any tourist who commit even the smallest of crimes
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A 29-year-old Thai man was physically assaulted by a foreign tourist in the early hours of Monday morning after politely warning him not to smoke cannabis in a public beach area of Pattaya, where the strong smell was disturbing other visitors. A clip of the fight went viral and has sparked heavy discussion by Thais of ending the current so-called free visa policy and focusing on quality tourists only.
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@StockSavvyShay 151% a year!!! 👀 🤯
That's the growth rate that Lisa Su from @AMD said that we will have over the next 5 years.
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$AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries.
This earnings cycle is proving the point:
• $AMZN AWS reaccelerated to 28% (fastest growth in 15 quarters) while Bedrock customer spend grew 170% QoQ & processed more tokens in Q1 than all prior years combined
• $MSFT AI business is now at a $37B run-rate growing 123% YoY
• $GOOGL Cloud grew 63% (now nearly half the size of AWS) & has a $243B backlog while GenAI products grew 800% YoY
• $MU & $SNDK margins show memory demand is still compounding WAY faster than supply with margins now higher than many software companies
The 100x compute framework looks less crazy after this earnings cycle.
Shay Boloor@StockSavvyShay
THE COMPUTE CAPACITY BOTTLENECK $GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to companies with the power, real estate & operational scale to deploy AI compute: 1. $NBIS building the AI-native cloud layer through vertically integrated GPU clusters & software optimized for training + inference. $NVDA just wrote wrote a $2B check & Nebius now has a $46B contracted backlog, anchored by ~$19B $MSFT deal & ~$27B Meta partnership through 2032. 2. $IREN building the renewable-powered AI compute layer by turning low-cost power into GPU cloud capacity. The pivot to AI cloud is now backed by a ~$10B $MSFT contract, 2.9 GW of grid-connected power expanding to 4.5 GW+ & targeted 140K GPU buildout that could drive $3.4B of ARR by year-end 2026. 3. $DOCN building the agentic inference cloud layer for developers & long-tail AI workloads. AI customer ARR is up 150% YoY to $120M, over 70% comes from inference services & $1M+ customer ARR is up 123% to $133M. 4. $CRWV building the dedicated AI cloud platform for frontier model developers. The company has ~$67B of contracted revenue backlog (nearly $88B including Anthropic) with major commitments from OpenAI & Meta. 5. $CIFR building the Google-backed AI data center layer through contracted power & hyperscale leases. Barber Lake has 300 MW fully contracted with Fluidstack (Google backstops $1.4B with a ~5% equity stake) and AWS signed a separate $5.5B 15-year deal for another 300 MW of capacity. 6. $WULF building the power-backed AI compute layer through long-term data center leases. Lake Mariner has 360 MW tied to Fluidstack backed by a $3.2B Google guarantee & new Abernathy JV adds 168 MW over 25 years representing $9.5B in contracted revenue with $1.3B of Google lease support. 7. $APLD building the purpose-built AI data center layer through its Polaris Forge 1 campus in North Dakota. The full 400 MW critical IT load is contracted to CoreWeave under ~15-year leases worth ~$11B in expected revenue with first 100 MW delivered in Q4 2025 & another 300 MW targeted through 2027.
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Yes a few scousers lost last night and a scouser won.
But let’s not forget that the little city of Liverpool has produced…
Terry Etim, Paul Kelly, Paddy Pimblett, Molly McCann, Paul Sass, (Adopted scousers Tom Aspinall & Michael Grundy) myself, ShemRock, Luke Riley, Kurtis Cambell, Nathan Fletcher, (Adopted scouser Caolon Loughran) the list goes on & I hope I haven’t missed anyone.
The point is…
Liverpool ain’t doing bad on the world stage through the years for being such a small little city.
We can’t half fucking fight over here.
Proud to be a scouser & proud of every gym & fighter that keeps on producing these world level talents. 👍🏻
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@qatarairways Extend the refund time past the 28th of march!! You guys have been outrageously bad!
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@EmiratesSupport @qatarairways are letting everyone down! Emirates and others are doing it right!
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Booked to travel with Emirates between 28 February and 15 April, 2026? If your flight has been disrupted, or if you just wish to change your travel plans, you have the following options:
✈️ Rebook on an alternate flight - You can rebook on another flight to your intended destination for travel up to 31 May, 2026. If your original travel date is within 72 hours, rebook by visiting emirat.es/managebooking or “Manage Your Booking” on the Emirates App. If your booking is for later, please contact us for assistance at emirat.es/support or emirat.es/xdm
🔄 Request a refund - You can request for a refund of your ticket by completing the refund form at emirat.es/refund. Please allow up to 15 days for your request to be processed.
Booked through a travel agent? Please contact them directly for assistance with rebookings and refunds.
Always check the status of your flight before heading to the airport, and visit emirat.es/travelupdates for the latest.
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Many tourists are stuck in Thailand, including many Europeans.
What does that have to do with the Middle East or the war with Iran?
Quite a lot.
Their flights home usually pass through the Gulf, and with airspace closures and canceled flights, many simply cannot get back.
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@WarMonitor3 Yeah that wouldn’t have been irans first target to bomb or anything… !
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If only the Gulf countries could of built a railway to the Red Sea...
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