man_from_nowhere
9.4K posts

man_from_nowhere
@jsim323
full-time speculator | ex-investment banker | none of my tweets are financial advice
Katılım Eylül 2010
3K Takip Edilen234 Takipçiler

@NicolasFlamelX @novogratz @novogratz is playing post-game
At ~$7.5B NW, $10B doesn’t change his life
The CEOs of $HUT $APLD $WULF $IREN are still in the arena; selling, pitching, still chasing the outcome
Incentives matter
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$GLXY missing from this list tells you everything
1. @novogratz needs to do a better job telling the story
2. We are still early
Steven@Dogetoshi
Most traded stocks on Robinhood in 2026
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man_from_nowhere retweetledi

@Invst_Informant Considering what they actually delivered, which wasn’t much, I’m surprised it’s still up AH. Let’s see how it does tmw when mkts open.
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@Reverse_Pyrate Hmm, what’s the alternative assuming you want HPC datacenter exposure still? Hard to sell an undervalued $GLXY to buy $HUT or $CIFR at these prices.
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@B1ueSkyBreakOut Pretty clear it’s bc ai specific buyers want ai only exposure. Given a significant part of $GLXY business is tied to crypto, it’s simply a no-touch zone for them.
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man_from_nowhere retweetledi

Not long ago, a bitcoin mine.
Today, Helios is an operational AI data center.
First data hall delivered to @CoreWeave at Helios — Galaxy's data center campus in West Texas, approved to support up to 1.6GW of capacity and one of the largest developments of its kind in North America.
We're just getting started.
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@ilzmcfly One look at their insider holdings/sales shouldve been enough of a red flag on this PND
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@beehaber This dude wanted to smash day 1. He just played the long game
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Zara Larsson, ilk buluşmada seks yapmaktan yana olduğunu söyledi.
🔹 “Şimdiki ilişki yaşadığım kişiyle uzun süre arkadaştık, sonra iş arkadaşlıktan aşka döndü.”
🔹 “Benim için de farklıydı çünkü daha önce böyle bir şey yaşamamıştım.”
🔹 “Normalde ilk buluşmada seks yapan biriyim ama onunla öyle olmadı.”
🔹 “Zaten hep daha geniş arkadaş grubumun içindeydi.”
🔹 “Ben ilişkim bittikten sonra daha sık görüşmeye başladık.”
🔹 “Evde toplanıyorduk, gece ilerledikçe ortam küçülüyordu.”
🔹 “Bir süre sonra bir baktık sadece ikimiz kalmışız.”
🔹 “İlk adımı kimin attığını söylemek zor çünkü her şey çok doğal aktı.”
🔹 “Onun ilgisini hissediyordum ama ben onu o gözle sonradan görmeye başladım.”
🔹 “Hep çok yakışıklıydı ama aynı zamanda çok saygılı ve çok düzgün biriydi.”
🔹 “Bir gün bir anda durup, bir dakika demeye başladım.”
🔹 “O gece bende kaldı, sonra bir hafta kaldı.”
🔹 “Her gece biraz daha yakınlaştık.”
🔹 “Belki daha önce de birlikte olabilirdik ama bu yavaş ilerleyince daha güzel oldu.”
🔹 “Ve o günden sonra da hep biz olduk.”


Türkçe

Yo creo que @KMbappe es el futbolista con menos IQ futbolístico del planeta, no sabe jugar al fútbol colectivamente hablando o es el más egoísta de todos, que no lo creo porque eso diría que no le importan sus compañeros ni su club.
Español

@JustinB90072145 @KARLW0LF @galaxyhq 100% agreed! Helios does not register on any top HPC data center lists. Not even a sniff. Hence, nobody is even aware of they exist
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$GLXY I’m seriously shocked that Galaxy is still so underrated, it looks insanely hot and tempting. This thing should be everyone’s absolute favorite by now because:
@galaxyhq is the ultimate bridge to the digital economy’s most explosive trends:
• 🤖AI-driven data centers fueling next-gen infrastructure
• 💸 Stablecoins revolutionizing global finance
• 🪙 Tokenization unlocking real-world assets
• 🎯 Prediction markets betting on the future
• 📈 Perpetual futures powering wealth creation
• 🌟 DeFi yield products stacking serious gains
• 🏢 Enterprise blockchain revolutionizing business
• 🏦 Digital asset treasuries rewriting corporate finance
• 📱 @galaxyoneapp real-world consumer app driving mass adoption (2026-2027)
People probably won’t get it until we’re sitting at $60+
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@RihardJarc Ima heavy user of ChatGPT and Claude, but who uses Gemini?
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OpenAI continues to lose market share in GenAI website traffic, while $GOOGL Gemini, and Claude are gaining:
- ChatGPT 56.72% vs 77.43% 12 months ago
- Gemini 25.46% vs 6% 12 months ago
- Claude 6.02% vs 1.4% 12 months ago
At this point in the race its all about distribution & the cost of serving these models.

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@DeItaone Obviously whoever the trader is feels impervious to any legal action. This will not result in anything
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@MrHasty3 @SullyWoodCM Let’s not do this again. We saw what happened last ER where everyone got super hyped heading into earnings expecting an announcement of some sort, which didn’t materialize, and the resulting -50% drawdown post earnings.
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$GLXY
Last year Q1 earnings was on May 13th. Pure speculation, but perhaps something to announce?
Vinyle@Vinyle_mobile
See you on April 28th $GLXY investor.galaxy.com/news-releases/…
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@Polymarket Most of this slop are from users who don’t know how to use ai effectively. It’s a skill issue
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@kakashiii111 The amount of speculation and conjecture in this post is absurd
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CoreWeave is the most important Nvidia independent SPV and has become almost too big to fail, and could create a domino effect across all the other [SPV] neoclouds.
Therefore, Nvidia is working overtime brokering clients and helping with financing, brokering banks and lenders, and providing its own guarantee when needed. Jane Street likely got a below-cost deal, brokered by Nvidia and/or due to familiarity with Magnetar Capital from prior crypto business before the “transition” to neocloud.
Negligible Capital@negligible_cap
*JANE STREET INVESTS $1 BILLION IN COREWEAVE, UPS SPENDING PLANS Jane Street's dumping money into $CRWV to gain access to $NVDA Vera Rubin chips set to come out this year
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