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

S&P 500 - Winners vs. Losers

$CRWV - that was a big Q. If margins pull ahead later this year that stock will be much higher

$CRWV

@dylan522p 🤣

BREAKING: this account is retarded

$CRWV

950% borrow on $XNDU

$CGX.TO - Cineplex gauging interest from potential buyers financialpost.com/news/retail-ma…

$XNDU - quantum x photonics x tight float $RGTI $NVDA $QBTS $AAOI @michaelsikand

$XNDU

$XNDU - after hours still cooking!

$CRWV and $XNDU are 📈

$CRWV $NBIS $MSFT $NVDA

@VanBarfield Yes - very few shares to borrow so the primes increase the rates on the borrow

@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?

Borrow on $XNDU is 150%

@aleabitoreddit Check out $XNDU

$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?

$XNDU - photonics x quantum

$XNDU is the double whammy of photonics and quantum With a bonus of one of the tightest floats in the market @aleabitoreddit @michaelsikand

@AlmaCap114204 @michaelsikand $XNDU is a quantum photonics company - tightest float I’ve seen

Photonics is a bit confusing, hopefully this simplified summary helps. I have positions in $TSEM, $SOI, $ALMU, $LPKF

$XNDU interested to see what happens when the options market opens up on this one

$HPS.A - picked up at RBC - $250 target with upside to $310 a share