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@esyield
Economics @ UT Austin. Macro, AI and Neoclouds. Tracking what the market hasn’t priced in yet.
Austin, TX Katılım Haziran 2025
48 Takip Edilen36 Takipçiler
@_TJRTrades So when you see a bunch of people going all in, and then you follow you become exit liquidity. Welcome
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How did i actually call the top 💔🥀
TJR@_TJRTrades
Top is in everyone should inverse me on this
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@kevinxu @tw_crypto_ Sorry but $IREN was an actual swing trade. Everything else has been pure market manipulation from you and your followers. Be careful before the sec comes to your door.
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@RaberTrades Why are all my fellow $SLNH bulls posting old news with AI generated scripts
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Here is my chats positions after 10 days.
I'm terrified lol
Mizkif@REALMizkif
I gave my chat $400,000 to invest with a week ago and told them they get to keep the profits. This is the result so far. Over 9,000 people in my community owe me money. I need this money for court in 2028 someone help
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Grateful for the conversation with Jensen and Michael today at #DellTechWorld. The scale of what's coming in AI compute is something else.
IREN@IREN_Ltd
Building the infrastructure stack for the AI era. @nvidia @danroberts0101 @MichaelDell
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@Sandeman52 He be posting screen recordings when buying, maybe that’s the difference. People just want transparency. That’s exactly what he gives
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You know what’s crazy?
This dude
Kevin Xu
Has 3x more followers than me.
I have 4 mill more than him and a CAGR way above his.
He charges 200 per month for his “ideas”
I charge nothing.
Yet I’m way below his follower count.
Bro, why are you charging that much if you have that much?
What am I missing?
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@realspada @kevinxu So if the hims price is around 32 when the market opens, he is going to be like $15k in profit, which then he can buy calls with expiration date of this friday and just sell once earnings happen. NFA*
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@realspada @esyield @kevinxu I think he meant puts? For covered calls you’re selling a stock you already own I thought
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@chinoalemano @sunxliao @wliang Even with the crazy amount of dilution it has gotten? What’s your thesis?
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I bought $MNTS.
10667 shares at $5.27.
It's a highly speculative position I've seen @sunxliao and @wliang mention.
It's fun money, I don't mind losing it.
On top of that, Ken Griffin, the famous Ken, OG $DGXX folks will know him, bought 10% of the company.
Worth mentioning, he bought at $3.75.
But since I've been riding the DGXX and IREN train, I didn't have any position in the space, so I felt like taking a shot with pocket money.
Space Investor@SpaceInvestor_D
$MNTS: Momentus Publishes Letter to Shareholders Highlighting Progress for Vigoride-7 "Momentus holds active contracts with DARPA, the U.S. Air Force Research Labs (AFRL) SpaceWERX organization, the U.S. Space Force’s Space Development Agency (SDA), NASA, and the Missile Defense Agency. Momentus is cleared to Top Secret and positioned to compete for classified programs." "Momentus forecasts revenue of $10.0 million in 2026, a 9X increase over $1.1 million in 2025, driven by milestone-based contracts with NASA and the U.S. Department of Defense." "Cash on hand increased to $26.2 million as of April 23, 2026, up from $12.8 million at year-end 2025, which we estimate provides us with at least a 12-month runway." "The next orbital service vehicle mission, planned for 2027, is fully subscribed with NASA-awarded contracts, demonstrating continued customer demand."
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@FransBakker9812 @JG_Nuke Frans, is there a world where nvda is providing its own gpu’s maybe that why we got no pre paymet? Or too stupid.
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@JG_Nuke Are you completely retarded or what.
Does $NVDA have 60MW of it load laying around?
GPUs need power and data centers, $IREN has that, Nvidia does not.
If this was your shot at engagement, well done.
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Why does a company the sells GPUs need to rent GPUs? Besides accounting fraud that is.
$NVDA $IREN
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