T-dog

@TheBigBerbowski All the neo clouds are down it's not an iren thing

Help me understand $IREN PA You get $NVDA deal. You get 13F mention. Boom = to the ground.

@wholyv I don't think this is a real job people actually do

this is literally cheating wtf

@realgerhardtvdm CHINESE IS NOT A LANGUAGE

TRUMP IS CONSIDERING CHINESE AS A 2ND LANGUAGE IN ALL U.S. SCHOOLS. IT'S THE ONLY WAY FOR THE UNITED STATES OF AMERICA TO SURVIVE. ADVICE TO ALL AMERICANS, START LEARNING TO SPEAK CHINESE YOU'LL NEED THAT SKILL VERY VERY SOON. CHINA WON, IT'S OVER

For the past few months, I have been buying the dip on $NVDA. I've even been trimming my June calls on the way up. I was -30k on these positions only a few weeks ago... Absolutely insane... To celebrate, I will be buying myself a $Goog Fitbit Air

@zazaxbt_ Im suprised he didn't mention penis implants

Clavicular says he will rather have is dick not work again and keep all his hair ‘I would rate Jason Statham 8/10,you know for the average person you’re not gonna be Jason’ ‘So your gonna have this bald head and a functional dick but it’s gonna be over for you when you’ve got no one you could use it for beside your hands’ ‘You wouldn’t be able to use a non functional dick if you have but you would be able to mog people’

@jukan05 Why is it listed as tesla h200

H200 approved

@zerohedge Excellent

Nvidia’s Huang Says Meetings ‘Went Excellent’ in China

@StockOptionCole My feed is so bullish I fear we might dump post earnings

$NVDA is my heaviest position. You've never seen a better all time high monthly breakout Going to $300

@scubaryan_ If she's into you, it doesn't take an extra 30 min

Clavicular says he doesn’t think it’s important for a woman to have an org*sm because there isn’t a good “Return on Investment” 💀 “it’s not important… the amount of extra effort that’s required to do that is just not gonna have much ROI…”

@oturanio @pdicarlotrader I had the same question

@pdicarlotrader Why do you wait monthly bx to close red for the month to exit a position but enter a trade before monthly bx has closed green for the month? Is this trade the exception because of the unusual call?

$NVDA Bull Cycle is moving to perfection! Calls from the zone we flagged are already up 200%+ and stock is +15% in two weeks. In this video I walk through the options flow, the breakout, and my 6 month target. Watch Now ⬇️

@EricLDaugh What are they chanting?

🚨 WOW! Several HUNDRED Chinese youth and a military band just gave President Trump a GRAND WELCOME as he arrived in Beijing 47 is LOVING IT, stopping to watch 🤣 China's VP, ambassador and foreign minister are there as well This is what TRUMP RESPECT looks like! 🇺🇸🇨🇳

@KobeissiLetter Imagine a chip deal for $NVDA + earnings home run next week 🤤. 250 incoming?

This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.

@JimChuong The facade is horrendous

Richmond Hill disaster? Detached last sold at the end of 2021 for $1.25m Rebuilt and put back on the market 10 months later for $2.3m in 2022. After a series of price drops, it now sits at $1.4m - only $150k more than the unrenovated purchase price.

@WhiteHouse Pew pew.. come on @whitehouse do better

Bing, Bing, GONE!!!

@IncomeSharks @sunny051488 McDonald's is cooked imo generational top is in

@sunny051488 Pretty wild correctio for such a big name that I agree is not getting a lot of exposure

While everyone was busy chasing $NVDA they ignored $SNDK at the lows. While everyone was busy chasing Bitcoin they missed $HOOD at the lows. While everyone was chasing $GOLD they missed Semis. And while everyone is chasing Semis and Memory they are missing something else.

@StockOptionCole We are running hard into earnings... Do you think this might be another sell the new into earnings?

$NVDA NVIDIA CEO JENSEN HUANG WAS NOT INVITED AND IS NOT GOING TO BEIJING DURING TRUMP-XI TRIP -- SOURCE FAMILIAR Why?

@xiaochuan8688 What was the japanese plants yield when it first opened?

TSMC 亚利桑那厂已经悄悄失败——400 亿美元烧完，良率不到日本厂的一半 主流叙事是"美国半导体回流成功了"。但真实数据完全相反——TSMC 亚利桑那 3 年投了 400 亿美元，2026 Q1 良率仅 52%，对比日本熊本厂 95%、台湾本土 98%，差距大到不能称作工厂。 问题 1：人才训练根本没完成。 TSMC 从台湾调了 1500 名工程师轮班支援，但当地招聘的 6000 名本地员工平均培训周期需要 4-6 年——美国大学根本没有"半导体产线工程师"这个专业方向。 问题 2：供应链没跟上。 高纯度光刻胶、特种气体、超净化学品——80% 在日本、20% 在台湾。亚利桑那厂每片晶圆的综合成本，是台南厂的 1.6 倍。 问题 3：客户开始用脚投票。 苹果、AMD 原本承诺把高端订单转到亚利桑那，2026 Q2 实际只下了 15% 的计划订单——其余全部还在台湾生产。"政治正确"敌不过经济账。 TSMC 内部怎么说？ 张忠谋早在 2023 年就警告："亚利桑那是个浪费。"现任 CEO 魏哲家最近第一次承认"美国厂进展不如预期"——这是台积电高管 30 年来最直白的自我否定。 半导体回流不是美国想做就能做的，这是 50 年产业积累的结果，不是 4000 亿补贴能买到的。

@Liathetrader If you're shopping and wholefoods and complaining about price just downgrade

Groceries for 2 people. Will last us maybe 5 days. I don’t know how people do it. This country is becoming unbearably expensive. 2k monthly groceries Not counting if you want to go to a restaurant once a week, add another 1k.

@thirdmetax How did he win 1.3m?

Togi breaks down exactly how he spent his $1,300,000 gambling win McLaren debt — $205,000 Amex credit card debt — $83,000 Video production debt — $100,000 New car — $250,000 Condo investment — $400,000 Stock portfolio — $100,000 Powder production — $150,000 Liam’s share — $53,000 Giveaway for video — $20,000

@aganstwallst @aleabitoreddit Where did you hear NVDA is providing the GPUs upfront?

This isn’t a traditional investment at all. NVIDIA is supplying the GPUs upfront, and instead of cash, they’re taking equity in return. By making this move, NVDA is letting $IREN keep its cash on the balance sheet to fuel real growth. At the same time, as IREN scales, NVIDIA gets upside from the shares and who knows, it could lead to even more GPU sales down the road Unlike MSTR’s debt-fueled strategy, this isn’t borrowing or lending money. They’re basically acquiring a stake in a growing asset without spending a dime upfront, then monetizing it through leasing and operations for ongoing revenue

I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes. So $IREN can continue selling their $6,000,000,000 ATM into retail investors. It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B. This wasn't Nvidia directly funding $IREN yet, just a risk free option to. There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.