man_from_nowhere

9.4K posts

man_from_nowhere

man_from_nowhere

@jsim323

full-time speculator | ex-investment banker | none of my tweets are financial advice

Katılım Eylül 2010
3K Takip Edilen234 Takipçiler
Michigan Value Investor
Michigan Value Investor@Michigan_Value·
$HROW The last time Baum bought on the open market before yesterday was around $11.60 in March 2024. And it went up 5x in the next 7 months. Just saying’….
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man_from_nowhere
man_from_nowhere@jsim323·
@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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man_from_nowhere
man_from_nowhere@jsim323·
@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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Danny Marques | Investing Informant
Day traders and option traders got absolutely steamrolled on both the long and short side for $IREN $56 ->72 AH -> $59 right now
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TMZ
TMZ@TMZ·
😳 Exclusive: A former inmate who was Jeffrey Epstein's suicide-watch companion in a New York jail says the convicted pedophile definitely committed s*icide, telling TMZ the guy in the cell next to Epstein heard him ripping up bedsheets...
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man_from_nowhere
man_from_nowhere@jsim323·
@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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Reverse_Pyrate
Reverse_Pyrate@Reverse_Pyrate·
$GLXY I'm out of this stock for a while. Absolutely no excuse for this price action.
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man_from_nowhere
man_from_nowhere@jsim323·
@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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Blue Sky
Blue Sky@B1ueSkyBreakOut·
Same ‘ole $GLXY !
Blue Sky tweet media
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man_from_nowhere retweetledi
Galaxy
Galaxy@galaxyhq·
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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Joel
Joel@growthrapidly·
What’s one stock you’re quietly accumulating that most people are still sleeping on? 👀
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Darren Dreger
Darren Dreger@DarrenDreger·
Team Canada has added some big names to its Men’s World roster. Celebrini, McKenna, Scheifele, Barzal all committed. Morgan Rielly has agreed to go to Switzerland as well. More to come.
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man_from_nowhere
man_from_nowhere@jsim323·
@ilzmcfly One look at their insider holdings/sales shouldve been enough of a red flag on this PND
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McFly
McFly@ilzmcfly·
AI supply chain mapping wont help you predict human stupidity from the CEO $POET down 40%, retail misled by they/them the pumper... $MRVL Cancels all contracts. The same thing will happen with many other companies they/them likes... I can see the faults. $AXTI next
McFly tweet mediaMcFly tweet media
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Bee Haber
Bee Haber@beehaber·
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.”
Bee Haber tweet mediaBee Haber tweet media
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Ciudadano del Real Madrid CF
Ciudadano del Real Madrid CF@Ciudadanodel_RM·
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.
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J@JustinB90072145·
@KARLW0LF @galaxyhq it doesn't scan well on trader screens since not a pure play plus a smidge of "prove your data center revs" with some lagging crypto here we are
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KarlWolf
KarlWolf@KARLW0LF·
$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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Rihard Jarc
Rihard Jarc@RihardJarc·
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.
Rihard Jarc tweet media
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man_from_nowhere
man_from_nowhere@jsim323·
@DeItaone Obviously whoever the trader is feels impervious to any legal action. This will not result in anything
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
US CFTC PROBES OIL TRADES MADE BEFORE TRUMP IRAN POLICY PIVOTS
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man_from_nowhere
man_from_nowhere@jsim323·
@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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man_from_nowhere
man_from_nowhere@jsim323·
@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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Polymarket
Polymarket@Polymarket·
JUST IN: Use of AI in the office is reportedly creating a flood of “workslop” that takes longer to fix than do from scratch.
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Kakashii
Kakashii@kakashiii111·
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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