JAY REYECE

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JAY REYECE

JAY REYECE

@glxy_brain

Canada Katılım Şubat 2022
68 Takip Edilen207 Takipçiler
BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
My edge isn’t picking 100x investments, it’s holding them
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Lev Akabas
Lev Akabas@LevAkabas·
Jalen Brunson is the greatest NBA playoff clutch scorer of this generation
Lev Akabas tweet media
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Lethal Shooter
Lethal Shooter@LethalShooter__·
•Jalen Brunson training outside!✔️ •Not talking back to his parents!✔️ •Not complaining about the heat!✔️ •Not saying his knees hurt!✔️ •Toughness comes from playing outside!✅ •KIDS GET BACK OUTSIDE and HOOP!✅ •Winning isn’t by accident, it’s routine!✅
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Elliotte Friedman
Elliotte Friedman@FriedgeHNIC·
John Tortorella on Carter Hart: he’s ready to go William Karlsson won’t play tomorrow
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kryptokriz
kryptokriz@KryptoKriz·
@Nadira_ali12 Israel is a safe haven for pedophiles. Most of these pedos who escape after committing henious acts fly to Israel. They are protected by the state because sexual acts against children is considered as normal zionist behaviour. youtu.be/unPXNF1kND8?si…
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Nadira Ali🇵🇸
Nadira Ali🇵🇸@Nadira_ali12·
🇺🇸🇮🇱 76-year-old Hollywood Jewish Israeli producer Herschel Weingrod was caught having lunch with a random 15-year-old child. Just a few weeks later, he fled the country to israel.
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Vivek Sen
Vivek Sen@Vivek4real_·
AOC: “ELON MUSK IS ONE OF THE MOST UNINTELLIGENT BILLIONAIRES I’VE EVER MET OR SEEN.“
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Podcast Notes 🗒️
Podcast Notes 🗒️@podcastnotes·
Top 10 insights from @AndrewYang on phone addiction: 1. Smartphones meet the clinical definition of addiction, not just a bad habit 2. Willpower fails because you cannot quit phones, you need them daily 3. The urge to check = discomfort avoidance, not importance 4. You check your phone ~200 times a day, about every 6 minutes 5. Social media is engineered to trigger you, not inform you 6. AI and phones are quietly degrading memory, focus, and problem solving 7. Even having a phone visible reduces trust in conversations 8. “Productivity” scrolling is just socially acceptable distraction 9. Social norms beat self-control, groups change behavior faster than individuals 10. The simplest fix: do not sleep with your phone in the same room If you can reclaim even a fraction of your focus right now, you are ahead of most people
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Camus
Camus@newstart_2024·
Dana White says a 72-hour water fast (done a couple times a year) completely changed how he feels. On Adin Ross, he described it as giving insane mental clarity and making you feel incredible. He sticks strictly to water + zero-calorie electrolytes the whole time and calls it one of the most beneficial things he’s ever done for himself. 48–72 hour water fasting has been shown in studies to significantly increase autophagy (cellular repair and cleanup), boost growth hormone levels, improve insulin sensitivity, and reduce systemic inflammation. It also enhances metabolic flexibility, helping the body burn fat more efficiently. Have you ever tried a multi-day water fast? Would you consider doing a 72-hour one?
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naiive
naiive@naiivememe·
naiive tweet media
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amit
amit@amitisinvesting·
JENSEN: BUY QUALCOMM $QCOM STOCK
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GURGAVIN
GURGAVIN@gurgavin·
JUST IN : CANADA IS PLANNING TO BAN SOCIAL MEDIA FOR CHILDREN UNDER 16 🇨🇦🇨🇦🇨🇦🇨🇦
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WhisperToGod
WhisperToGod@Whisper1To1God·
Read this before bed
WhisperToGod tweet media
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Master | 最強打野(穢土轉生)
SK's CEO looks so awkward while Jensen interacts with Korean people. Jensen truly worked his way up from the bottom. Most of Korean chaebols can't stand this kind of grassroots behavior. SK會長崔泰源 一臉尷尬: 「我為啥要浪費時間和平民玩?」 黃仁勳很草根 是底層一步步拼上來的 韓國財閥多半無法接受這種草根行為 尷尬的要死
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JAY REYECE
JAY REYECE@glxy_brain·
@kushika_twt Nuclear excels in cold, remote, high-demand scenarios $OKLO
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ESPN
ESPN@espn·
This was called no goal for Vegas. #StanleyCup
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JAY REYECE
JAY REYECE@glxy_brain·
$BTQ something’s brewing Ppl know 👂 $AAPL $NVDA $MSFT
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Sandeep Anand
Sandeep Anand@SanCompounding·
🚨 Leopold fund went All-in on Neoclouds for same reason !! “Compute through 2027 is sold out.” — OpenAI CFO confirmed on @theallinpod “If you do not have compute, you do not have revenue.” OpenAI is passing on opportunities RIGHT NOW because of the shortage. 📝Market prices AI infrastructure on a 2-year horizon. OpenAI buys on 6 year conjecture 📈 Where she feels most SHORT: 2030, 2031, 2032. ⛔️A single GW-scale data center = $50B + 3 years to build. The plays ? The named proxies: $ORCL $CRWV $NVDA But the real constraint? Power and land. The neocloud stack I’m watching: 🔲 $CRWV — $99B backlog, OpenAI + Meta locked in, take-or-pay contracts 🔲 $NBIS — AI-native cloud, NVIDIA partnership, 5GW target by 2030 🔲 $IREN — Direct NVIDIA cloud-services contract, DSX partnership 🔲 $APLD — Power + campus execution play, CoreWeave as anchor tenant 🔲 $ORCL — Hyperscaler with long-dated AI contracts The market is still pricing this on a 2-year lens. The CFO of the most compute-hungry company on earth is buying on a 6-year lens. 💵 That gap is the trade !!
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