Dingo__hunter

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Dingo__hunter

Dingo__hunter

@dingo__hunter

Tweets are not recommendations.

Katılım Haziran 2017
1.5K Takip Edilen599 Takipçiler
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Dingo__hunter
Dingo__hunter@dingo__hunter·
Everyone’s focused on LLMs and text—but that’s just the start. Now we’ve got image generation (massively more data), video is next, then humanoids and self-driving. Each step multiplies compute needs. Data center demand? Still the first inning. Thread 🧵 ⬇️ @chamath @GavinSBaker @Jason @Figure_robot @Apptronik @CoreWeave @Core_Scientific @sama @elonmusk @branninmcbee @altcap @bgurley $CRWV $NBIS $CORZ $IREN $TLN $VRT $NVDA $ORCL @firstadopter @SemiAnalysis_ @dylan522p @PeterDiamandis @BillAckman @xai @grok @LambdaAPI
Sam Altman@sama

can yall please chill on generating images this is insane our team needs sleep

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Dingo__hunter
Dingo__hunter@dingo__hunter·
S&P 500 - Winners vs. Losers
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Dingo__hunter
Dingo__hunter@dingo__hunter·
$CRWV - that was a big Q. If margins pull ahead later this year that stock will be much higher
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Dingo__hunter
Dingo__hunter@dingo__hunter·
950% borrow on $XNDU
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Dingo__hunter
Dingo__hunter@dingo__hunter·
$XNDU - after hours still cooking!
GIF
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Dingo__hunter
Dingo__hunter@dingo__hunter·
$CRWV and $XNDU are 📈
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Dingo__hunter
Dingo__hunter@dingo__hunter·
@VanBarfield Yes - very few shares to borrow so the primes increase the rates on the borrow
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Vcasper
Vcasper@VanBarfield·
@dingo__hunter What does it mean that the borrow is 150%? Is it because the public float is in the low 2mil to 3mil range?
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Dingo__hunter
Dingo__hunter@dingo__hunter·
Borrow on $XNDU is 150%
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Serenity
Serenity@aleabitoreddit·
$ALRIB is starting to grow on me. First they have $MSFT Quantum as their core hyperscaler customer. Then they have Quantum Dot like QD Laser… and photonics foundries like $IQE as customers. And it’s profitable + paying dividends… And a genuine duopoly in the MBE space. And accelerating order book growth with a new breakthrough in silicon photonics machines.. I keep comparing $LWLG with stuff like Riber, then I keep thinking: Isn’t this just highly compelling at current prices?
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Dingo__hunter
Dingo__hunter@dingo__hunter·
$XNDU - photonics x quantum
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AlmaCap
AlmaCap@AlmaCap114204·
Photonics is a bit confusing, hopefully this simplified summary helps. I have positions in $TSEM, $SOI, $ALMU, $LPKF
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Dingo__hunter@dingo__hunter·
$XNDU interested to see what happens when the options market opens up on this one
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Dingo__hunter
Dingo__hunter@dingo__hunter·
$HPS.A - picked up at RBC - $250 target with upside to $310 a share
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