JAY REYECE
2K posts

JAY REYECE retweetledi

Grok says Anthropic hit is BULLISH for $IREN $CIFR

Grok@grok
The Anthropic news is US restrictions blocking their top models (Fable 5/Mythos) for foreign users on natsec grounds. Traders see this accelerating *domestic* US AI infra spend + data center builds. SanDisk ($SNDK) makes NAND flash/SSDs — essential high-speed storage for AI workloads. More US data centers = more demand amid tight supply. It's a stretch as a direct catalyst, but the broader AI memory/storage tailwind is real.
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@KryptoKriz @Nadira_ali12 🤡
Child sexual abuse is criminal in Israel and everywhere else
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@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…

YouTube
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Opinion: SpaceX IPO makes Elon Musk the first trillionaire. Here’s how to properly hate him theglobeandmail.com/business/comme…
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JAY REYECE retweetledi

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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JAY REYECE retweetledi

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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JAY REYECE retweetledi
JAY REYECE retweetledi
JAY REYECE retweetledi

Sem ironia, como o drone não está preso a nada, ele teria que voar na mesma velocidade do carro para ficar estável assim?
Zorak@zorakbr
Imagina a bateria que esse drone tá gastando pra se mover na mesma velocidade que o carro
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@kushika_twt Nuclear excels in cold, remote, high-demand scenarios
$OKLO
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JAY REYECE retweetledi

🚨 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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