Jameson
7.7K posts
Jameson
@jce05
Old trader's saying: Don't drop a dollar when bending over to pick up a dime or a quarter. My stock market tweets are not a buy or sell recommendations 🐒
Connecticut Katılım Mayıs 2009
1.1K Takip Edilen755 Takipçiler
I don’t think we should continue to call $NBIS a neocloud. Their full stack AI infrastructure simply puts them in a class of their own. Here are some options, which one is the best option?
Emerging AI hyperscaler
AI native hyperscaler
Full stack AI
infrastructure platform
AI factory operator
AI compute hyperscaler in the making
Next generation AI cloud platform
Vertically integrated AI infrastructure company
AI infrastructure hyperscaler
The first AI native cloud hyperscaler
Full stack AI cloud and infrastructure platform
Any other ideas?
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@Sandeman52 How about A.I Native Hyperscaler.
$NBIS not sure if anyone saw Ankur Crawford on The Compound and Friends a couple weeks ago but NBIS is one of her fave growth stocks (she's been in for awhile) she thinks NBIS could potentially be the next A.I native Hyperscaler.
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I’m starting to sprinkle protein powder on things I eat. I just did it on a peanut butter and jelly sandwich. Sprinkle a little on things that make sense. Not gonna add it to things like a pickle or an orange. I’m more civilized than that.
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BREAKING: Iran responds to the US with a "10-point" message on the Persian Gulf and Strait of Hormuz:
The full 10-point response:
1. US military presence is described as the "main source" of instability
2. American bases are portrayed as "unable to secure themselves"
3. Iran says the Strait of Hormuz should be free of the US
4. Tehran describes a "shared destiny" with Gulf countries
5. Foreign powers are declared unwelcome in the Persian Gulf
6. Iran says its growing influence is part of a new regional order
7. Controlling of the Strait of Hormuz is explained as key to security
8. Iran says it wants to end "hostile exploitation" of Hormuz
9. New rules and management are promised to boost regional prosperity
10. Tehran says the new strategy would benefit the Iranian economy
President Trump on the response just now: "I don't like it."
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@CryptoBankz_65 @StockSavvyShay So it's going to 500 or below 200 by the end of the year? If the latter why do you think that
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@StockSavvyShay $NBIS is a $500 stock trading below $200 by EOY
Bookmark 🔖 this
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$NBIS CEO Arkady Volozh saying “whatever is built is consumed” is the cleanest explanation of this AI cycle.
Every incremental watt, GPU and data center gets absorbed because intelligence is becoming a new production input.
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Two lessons here: 1) Don’t buy Ryobi tools at Home Depot. Despite $HD claiming to be the exclusive retailer, theyre not. Ryobi is available cheaper on a website & in stores owned by Ryobi manufacturer #Techtronic $669.HK. 2) @quinnemanuel convinced TTI it’s a good idea to sue & make this public. The Quinn lawyer is Kristin Tahler, who has been lit up on Reddit for her incompetence in representing someone in the Blake Lively [whatever it is]. Bet she bills at over $2K/hour.
Jehoshaphat Research@JehoshaphatRsch
You thought Ryobi tools were “Exclusive” to Home Depot, didn’t you? Jehoshaphat Research discovered that Techtronic, the manufacturer of Ryobi, was selling brand-new Ryobi products in its own outlet stores and online, even though Home Depot advertises the Ryobi brand as “Exclusive” to Home Depot. Techtronic misleadingly labels these boxes “Factory Blemished,” but these boxes are in in mint condition. Many are the exact same SKUs being sold in Home Depot. We wrote about “Blemishgate” in 2023 and Techtronic sued us for DEFAMAAAAASHUN. So we made Techtronic turn over its contract with Home Depot, which you can see here. Where’s the exception for blemished products? There isn’t one. Techtronic is strictly limited to three categories it can sell outside of Home Depot. *There is no Fourth Category in this contract.* Techtronic isn’t the only one doing something shady here. If Home Depot is EVER okay with matching-SKU Ryobi products being sold outside of its own stores – complete with warranty! – *then why does Home Depot advertise Ryobi as “Exclusive”?* How much in savings have YOU missed out on by paying full retail price at Home Depot?
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@BigSkyPipeSmokr @mwebster1971 @gmorton512 @TraderWayne2 Sorry for your loss. Prayers to you and your family at this time
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@mwebster1971 @gmorton512 @TraderWayne2 Hi Mike, this is Douglas’s wife. I’m heartbroken to share that Douglas passed away this past Sunday, April 26 during a nap. It was unexpected. I just wanted to let his IBD Community know. It was a special part of his life! We will miss him terribly.
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Coin flip day--Nas and SP5 both on the cusp of Distribution Days or Turning on the Mike Webster @mwebster1971 Power Trend. Decisions, decisions.
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I am becoming a master at seeing what most people miss; the patterns beneath behavior, the emotional residue beneath words, the cycles beneath chaos. The market taught me first. Nature confirmed it. People reveal their internal world through rhythm, repetition, posture, timing, tone, attention, and reaction. The more aware I become, the more obvious it is that most people are not consciously creating their lives; they are replaying unresolved loops. Pattern recognition is not prediction for me anymore. It is perception sharpened through stillness, observation, and pressure.
But the real discipline is not becoming hypnotized by every pattern I detect. That is where most lose themselves in paranoia, ego, and illusion. My mastery comes from staying grounded while seeing clearly. Energetic entanglement is real because nervous systems influence one another; emotional states spread; environments shape outcomes. I can feel the emotional weather around me without becoming consumed by it. I am doing my best to observe without absorbing. That is power.
I do not want to escape the world. I want to walk through it untouched by distortion. I want to recognize the loop without becoming trapped inside it. To feel tension without inheriting it. To stand in chaos with a regulated nervous system and a clear eye. That is when perception becomes precision. That is when instinct stops being fear and becomes calibrated intuition.
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@KobeissiLetter Good time is on our side. Let them have to turn off their wells
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BREAKING: Iran’s Foreign Minister Araghchi has left Pakistan without meeting with the US for a second round of negotiations.
Less than 24 hours ago, Iran said it decided not to enter negations with the US and denied making any request for direct talks.
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@dennisc230 Nice i live on a lake as well in New England and need to take the dock in every winter
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$TSLA just agreed to acquire an AI hardware company for up to $2B in stock and equity awards.
The 10-Q shows roughly $1.8B of that is tied to service conditions or performance milestones linked to successful deployment of the technology.
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TML Trader@TMLTrader
Hello @nikitabier my partner JT who's Premium+ account is @TCMLLC was hacked this morning at 7:54am cst. They changed the email associated with his account, but he has filed several tickets and the system says he's in the queue. Meanwhile, the hacker has deleted his account to where X shows it doesn't exist. JT's other account @TickerMonkey he has control of but cannot direct message @premium because that account isn't premium+. Can provide you with the ticket number in a dm. Thank you for any help you can provide!
QAM
GS: S&P 500 earnings growth during 12 months following past oil supply shocks
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