CV

@spo9globoob “Calm the fuck down” real talk 😂

@valeman0420 @PamphletsY For everyone else who sees this, this is who’s morally judging me 😂

@VeryBullishGuy @PamphletsY Of course it was, fucking pussy ass bitch

🚨🇺🇸🇮🇱 BREAKING — "Freedom!" Texas Police Brutally Beat her Face... Crazy Cops Completely Crashed Out.

brother i literally said demand is bullish in the same sentence where i explained why it doesnt matter lol demand was bullish in 2017 too. and 2021. Micron still went from $6B operating income to negative both times. the issue has never been "is there demand for memory" the issue is "can 3 companies resist flooding supply when margins are at 81%" history says no. every single time

@VeryBullishGuy @akuhafiznadzim @hamids “Vera Rubin needing more HBM is bullish for memory demand sure.” - bullish for memory. Bullish. Bull. You’re bullish bro

In the next 12 months, $MU is likely going to have as much profits as $NVDA’s 2025! Maybe more! Let that sink in. You buy SpaceX while I buy the guys who are going to make actual profits.

@User35786454 @TrendSpider its not just too big to fail its too critical to fail. the US government literally cannot get astronauts to orbit or deploy national security satellites without SpaceX right now. theres no backup. thats a moat you cant buy or build in under a decade. It’s a no brainer

@VeryBullishGuy @TrendSpider SpaceX is already too big to fail.

but they have rockets

Fuck no I hate NBIS too I’m in other positions idk why I hare so much on $IREN & $NBIS I got out of those too Same structural problem. Q4 net loss $249.6M. full year adjusted net loss $446.7M. they spent $2.06B in capex in Q4 alone. never posted a profitable quarter from continuing operations. and their biggest customer Meta is deploying custom chips on a 6 month cadence to replace exactly the kind of compute NBIS rents out on the form factor question. no its not universal. Nvidia GPUs, AMD GPUs, and custom ASICs like MTIA and Maia all have different power requirements, cooling needs, and rack configurations. IREN specifically built Horizon for Nvidia Blackwell liquid cooled racks at 130-200kW per rack. you cant just swap in a Meta MTIA chip or a Maia 200. the infrastructure is purpose built for specific hardware which means if the GPU rental market shifts these data centers dont just pivot overnight. thats a risk nobody talks about on why GPU prices are rising right now. supply and demand in the short term. Nvidia cant manufacture Blackwell fast enough. theres a physical bottleneck in TSMC packaging capacity, HBM supply from SK Hynix and Samsung, and CoWoS production. so yes rental prices are up TODAY. but thats the exact window i was talking about. its temporary. as custom silicon scales through 2027 the hyperscalers pull demand out of the GPU rental market and prices compress the bulls see rising GPU prices and think its permanent. i see rising GPU prices and think its the last good quarter before the customers dont need you anymore. thats the entire debate

@VeryBullishGuy @CaesarCapitalz @HotAisle Is NBIS better in your opinion? Does the infrastructure that IREN and other DC’s build support all of the chips/do they have a universal form factor to plug into the datacenters? Why have NVIDIA GPU’s risen in price as well as rental prices when other custom silicone is coming?

Apparently @HotAisle doesn’t like $IREN

most people dont realize this dude was studying biochemical engineering at the university of iowa trying to find a cure for his twin brothers cerebral palsy before he ever stepped foot in hollywood. he dropped out got scouted as a model and stumbled into acting but the whole time his brain was wired for science and problem solving. in 2009 he cold connected with marc andreessen who got him into skype 18 months before microsoft acquired it and that was the moment everything clicked. then he links up with guy oseary and ron burkle in 2010, they pool $30 million of their OWN money into A Grade Investments and proceed to put $500k into uber, $2.5 million into airbnb, $3 million into spotify. turned that $30 mil into $250 million by 2016 and made the cover of forbes. but heres where it gets insane. hes known sam altman since altman founded loopt years ago. so when AI started heating up he wasnt guessing he literally knew the guy building the most important company in the space. sound ventures drops $30 million into openai when its valued around 20 to 30 billion and now that stake is worth 1.3 BILLION at the $852 billion valuation. 43x return. and he still hasnt sold a single share. this man is on track to be a billionaire and everyone still thinks hes just kelso from that 70s show

"Ashton Kutcher" Porque se estima que ganó 90 millones de dólares como actor a lo largo de 25 años, y solo su inversión de 30 millones de dólares en OpenAI hoy aumentó a más de 1.250 millones de dólares en menos de 3 años.

@LouStandUP1 6x All Star, 5x All NBA, Rookie of the Year, career averages of 18.9 points 7.8 rebounds shooting 53.7% from the field. In his prime with Phoenix from 2005 to 2011 he averaged nearly 24 and 9 with a block and a half per game. He finished 9th in MVP voting his first year in New York when he put up 25.3 and 8.2. Only three retired players in NBA history have 5+ All NBA selections and arent in the Hall of Fame and two of them literally just became eligible. The man went straight from high school to the league at 9th overall and turned a lottery team into a playoff squad year one. Also won a bronze medal with Team USA in 2004. The resume is there you just gotta look at it without the “but no ring” glasses on

Can someone explain to me, like I’m a small child, why Amar’e Stoudemire is getting into the Basketball Hall of Fame? Keep your emotions out of it, I need facts.

theyre not coming soon. theyre here NOW. thats the whole point Meta MTIA 300 is already in production. 400 deploying to data centers this year. Microsoft Maia 200 launched jan 26 running GPT 5.2 in production today. Google has TPU v7. Amazon has Trainium 3. all live or deploying within months IREN's bet is a race to generate GPU rental revenue before custom silicon takes over. but they only have 10,000 GPUs deployed out of 150,000 doing $17M a quarter. by the time they fully deploy the customers will have their own chips at scale and the demand to rent compresses thats why im bearish. not because IREN is a scam or a bad company. the team is building real infrastructure and the microsoft contract is real. i just think the market theyre building for is shrinking faster than theyre building into it. and theres better places to put capital right now than a company spending $10B+ to serve a GPU rental market that the customers are actively replacing with their own silicon its not a bad company. its just not a good investment at $34 with this much dilution and this many structural headwinds

@VeryBullishGuy @CaesarCapitalz @HotAisle Very interesting. So much to learn. I am not familiar with all those chips from mag7, are they available soon? There has to be a reason IREN purchased the GPU’s maybe time to compute before those chips become widespread available? What would be your logical reasoning here?

Lots of Europeans don't like their own leaders either. Macron 15%. Starmer 23%. Merz 31%. Europeans disliking a US president has been true for basically every president since Bush. That doesn't make someone the most hated human on earth it makes them the leader of a country that makes decisions other countries don't always agree with He's not running for president of Europe. He won an American election. With American votes. And the money argument didn't work so now we're here

@VeryBullishGuy @invis4yo Lots of Europeans don’t like Trump. Really. And it’s not just on Twitter. Real people.

Do Americans even realize their president is basically the most hated guy on the planet right now???

let's add it all up then. Trump campaign plus all Republican PACs and outside groups totaled roughly $1.09 billion per OpenSecrets. Harris campaign plus all Democratic PACs and outside groups totaled $1.65 billion. Future Forward alone, Harris's main super PAC, raised and spent over half a billion dollars including $304 million from a single dark money nonprofit that doesn't disclose donors Elon spent $238 million through America PAC. That's real. Democrats spent $304 million through one dark money group alone. Both sides had billionaire money pouring in. The difference is one side had MORE of it and still lost You can include every PAC every donor and every dollar and Harris still outspent Trump. The numbers are public. They're on OpenSecrets and FEC filings. Go look

@VeryBullishGuy @Bridget21300204 @invis4yo I doubt Trump spend only $477 million. Add up all the PACs and what Elong Mush poured into his campaign. Way more than that.

“the Godfather that raised it” IS the most influential rapper bro you literally just answered the question yourself. And the reason theres no Rakim clones is because his innovations became the foundation of ALL modern rapping. Internal rhymes multisyllabics calm delivery flow as a concept. Every rapper after 1986 uses these tools. You dont see clones because EVERYONE absorbed it. Thats like saying oxygen isnt important because nobody talks about it. Its in everything. Thats what real influence looks like

@VeryBullishGuy @kingjaffee18 @AURA7877 @darius46_ @djvlad Yeah but the culture doesn’t reflect that 2pac, Nas and Eminem are here to stay They did something for the culture that could never die While Rakim is the God father that raised it I get it he helped us get there but you don’t see or hear Rakim clones post 80’s

Who is the single most influential rapper of all time?

bro Rakim isnt from Queensbridge hes from Wyandanch Long Island lol. The Bridge Is Over was KRS One going at MC Shan and Marley Marl it has nothing to do with Rakim. You just brought up a completely irrelevant beef to avoid the actual point. And yes It Was Written exists Nas went more commercial with the Trackmasters in 96 nobody is denying that. But the question was most INFLUENTIAL not most versatile. You keep moving the goalposts. First it was Nas influenced more people. Then it was Paid in Full didnt change the game. Now its about Queensbridge geography. Meanwhile you still havent disputed that Rakim invented flow or that every MC after 1986 had to study him. Because you cant

@VeryBullishGuy @kingjaffee18 @djvlad You want to give Rakim the credit for the word flow, cool, but let's not forget Queens was weak after "The Bridge Is Over". Who made QB cool to rep after their debut? Nas. Plus you act like he was rapping like Rakim his entire career. It Was Written doesn't exist?

Kanye is one of the most influential ARTISTS and PRODUCERS of all time no question. But the question was most influential RAPPER. As in the craft of rapping. Who you rhyme like, how you structure bars, how you flow on a beat. Nobody is studying Kanye’s actual rap technique the way they study Rakim’s internal rhymes or Nas’s storytelling or Em’s multisyllabics. Kanye changed production, he changed fashion, he changed what a hip hop album could sound like sonically. College Dropout made it ok to rap about backpacks instead of bricks. 808s opened the door for Drake and melodic rap. All true. But he did that as a producer and creative visionary not as a technical MC. If the question was “most influential hip hop artist” Kanye is top 3 easy. But the question was rapper and Kanye has never once been in anybody’s top 5 list of pure MCs

@djvlad If your answer isn’t Kanye West, you’re confusing popular with “influential. He changed sound, fashion, and ego levels.

respect the Em love but you know who Eminem himself says influenced him the most right? Rakim. Em directly interpolates Rakim’s lines from My Melody and As The Rhyme Goes On on The Marshall Mathers LP. On “I’m Back” he borrows from My Melody. On “The Way I Am” he borrows from As The Rhyme Goes On. Em literally said Rakim is one of the reasons he started rapping. The multisyllabic rhyme patterns Em is famous for? Rakim pioneered those in 1986. The internal rhyme schemes Em uses to stack bars? Rakim introduced that to hip hop. You said Rakim reinvented the wheel and then said its Eminem. But Eminem is driving a car that runs on Rakim’s wheel. Em would tell you that himself

@kingjaffee18 @AURA7877 @VeryBullishGuy @darius46_ @djvlad When Eminem dropped he not only showed people that you can say how you feel even if it’s not accepted but to this day people still dark rap & rap fast over shitty beats because of him etc He’s the benchmark for : Your bars gotta talk about some shit & be clever It’s Em

@JustTheTipPleas @PolymarketMoney Black pill max

@VeryBullishGuy @PolymarketMoney Moral of story is just become famous and get rich to get richer. You could study any subject in college, just major it. He’s good looking, a good actor, and that took him far. No need to glaze his dick because he’s getting richer from using being already wealth 🤣

Ashton Kutcher is estimated to have made $90 million as an actor over 25 years. His $30 million investment in OpenAI is now up more than $1.25 billion in less than 3 years.

@valeman0420 @PamphletsY Loved it , go hit your weed pen and be a consumer peasant for life

@Kojima1969Sada @invis4yo Brother, everyone in Japan loves trump 😂

@VeryBullishGuy @invis4yo そんな人間が侵略戦争をするだろうか？ それとも力による変更を望む事は聖戦だと思っていますか？ 答えられないなら、トランプは最低だ。

good question so ill give you a real answer yes power is a real constraint right now. the US interconnection queue has a 2,600GW backlog with a median wait time approaching 5 years from initial request to commercial operation. Lawrence Berkeley National Lab data shows that doubled from under 2 years for projects built in 2000-2007 to over 4 years for 2018-2024. Google has reported potential connection delays of up to 12 years for new data centers. CenterPoint Energy in Texas saw a 700% increase in large load interconnection requests going from 1GW to 8GW between late 2023 and 2024. only 13% of capacity that submitted interconnection requests from 2000-2019 actually reached commercial operation. 77% withdrew so companies like IREN that already have grid connected power do have a temporary advantage. the word temporary matters. this is a moat that erodes as more capacity comes online and as FERC Order 2023 reforms streamline the queue process now BTM vs FTM. this is where it gets important FTM (front of the meter) is what IREN does. youre connected to the grid through ERCOT buying power at wholesale spot rates. the advantage is scale and reliability. the risk is youre exposed to spot price spikes during peak demand, curtailment when ERCOT tells you to power down, and transmission fees. IREN saw higher electricity costs during texas summer months because of exactly this. theyre also exposed to regulatory risk since Texas Senate Bill 6 now shifts grid upgrade costs to large users like data centers BTM (behind the meter) means you build or lease power generation directly on site. natural gas turbines, solar, flare gas, whatever. you bypass the grid completely. you control your cost per kWh. you avoid transmission fees. you avoid curtailment. and you can site anywhere with fuel access not just where grid capacity exists. the tradeoff is upfront capital for generation assets and permitting the industry is moving toward BTM and hybrid models fast. MARA is doing BTM with their Delaware Basin natural gas strategy. Crusoe built their entire business on flare gas BTM compute. Google committed $20B to an energy fund for direct power investments. PJM is discussing requiring data centers to bring their own generation before connecting. the trend is clear. the companies that control their own power control their margins. if youre buying from the grid youre at the mercy of whatever the ISO charges you that day IRENs 4.5GW sounds massive but its all FTM. that means every megawatt is subject to ERCOT pricing, curtailment risk, and regulatory changes. and all that grid power means nothing if the customers build their own chips and stop renting your GPUs which is exactly what Meta Microsoft Google and Amazon are doing right now the real moat in this space isnt who has the most megawatts. its who has the lowest cost per useful compute delivered to a customer who actually needs it long term

@VeryBullishGuy @CaesarCapitalz @HotAisle In all sincerity i am new to the space and am impressed with your knowledge, you give a good argument against IREN’s GPU purchasing. Do you agree with the narrative that power is the constraint given the long grid approval times? How do you view BTM as an alternative to FTM?

@shonohenry @CaesarCapitalz @HotAisle Sure bud let’s check your position in a couple years. I bet you probably won’t even have a substantial position just arguing for free

@VeryBullishGuy @CaesarCapitalz @HotAisle Exactly. Case in point thanks for validating everything i said

Paid in Full didnt change the layout of the game?? bro before Rakim dropped that album on July 7 1987 every single rapper was rhyming at the END of bars with simple patterns. Run DMC, LL Cool J, Kurtis Blow all of them. Rakim introduced internal rhymes, multisyllabic patterns, and a calm conversational delivery that literally didnt exist before him. MTV named Paid in Full the greatest hip hop album of ALL TIME in 2006. Rolling Stone put it on the 500 greatest albums list. The Source gave Rakim the #1 lyricist of all time ranking in 2012. Kool Moe Dee said the word “flow” wasnt even used in hip hop until Rakim created the concept. Grandmaster Flash said Rakim reinvented the art of being an MC the same way Flash reinvented DJing. And you know what the wildest part is? Illmatic’s OWN producers sampled Rakim. DJ Premier used an Eric B and Rakim sample on N.Y. State of Mind. The album you’re using as your argument literally has Rakim’s DNA in the production. Nas is a branch of Rakim’s tree that grew new branches. Thats not an insult to Nas thats how influence works

@VeryBullishGuy @kingjaffee18 @djvlad That root you're talking about didn't influence or change the layout of the game with Paid in Full, Illmatic did. Yes, Rakim played a role, but Illmatic and Nas changed the game and had a wider influence than Rakim. This shouldn't be that hard to understand.

@NighthawkTradez im not saying its the best way to scale. im saying its what lilly is actually doing. you posted a fantasy graphic and i posted what happened 3 days ago. one of us is working with reality

@VeryBullishGuy Oh yes, going direct is the best way to scale. Got it. You are so right brother wow

$HIMS x $LLY this week? 😏