Long

My prediction after Trump’s inauguration: government jobs will be cut, job reports look weak, Fed cuts aggressively.

@NVIDIAAIInfra I just design a network fabric of these for a client.

The NVIDIA Vera Rubin NVL72 compute tray. 200 AI petaFLOPs. Assembled in one minute. ​ That's what a single-wide, third-generation NVIDIA MGX rack enables. No cables. No hoses. No fans. ​ It's 100% liquid cooled at 45°C and brings together Vera Rubin Superchips, ConnectX-9 SuperNICs, and BlueField-4 DPUs to deliver the lowest token cost and best performance per watt.​ #NVIDIAVeraRubin

@Abomination81 Corruptions, overtime, etc..

All my neighbors are cops in a 2 million dollar houses. I live in a small gated community of like 40 houses. Median price is probably 2 million dollars. 7 cops live here... 7. Motorcycle cops, a horse cop (he has a trailer and an F350), and a sherrif. They have giant parties, light off more fireworks on 4th of July that most small countries. BBQ every weekend. One has a shop that would put Pep Boys to shame. They all have multiple vehicles, Escalades, Teslas, Audi's. Most have toy's, 5th wheels, side by sides, dirtbikes, boats etc. Wives don't work, any of them. I mean people will say corruption, but seriously how the fuck does this make sense.... it can't all be corruption. How much do fucking cops make?!

@juriwatanabe_ Pretty. Metaplanet stock back to ATH and meet you in person is the day I am looking forward to.

願いを込めて🙏

@amitisinvesting @tempocap2 Holding strong

$HOOD I have covered Robinhood for the past 3 years, and it is fair to say that something really different has happened in the past 2 weeks since their Crypto event in the UK. Why? Well... Just over one week after launch of the Robinhood Chain: - 17M+ transactions - Nearly 350K total addresses - Nearly $250M in protocol TVL - More than $1B in DEX trading volume And three days ago, Robinhood Chain flipped Hyperliquid in 24-hour DEX volume, according to DefiLlama: Robinhood Chain: $433.19M Hyperliquid: $296.23M The implications for $HOOD are significant and really cannot be ignored by the market. Robinhood is evolving from a brokerage that earns from customer trading activity into a vertically integrated financial ecosystem with its own blockchain, exchange infrastructure, tokenized assets and on-chain liquidity. This along with the Trump accounts is why I think the stock has finally decoupled from $BTC and is now trading at 80% above its lows in May. Bitcoin could go up or down, the market has moved on with pegging HOOD's stock to random BTC fluctuations, because HOOD is so, so much more important than what happens with any individual coin. If Robinhood Chain continues gaining adoption, Robinhood could capture economics from: - Blockchain transaction fees - DEX trading and liquidity activity - Tokenized stocks and real-world assets (something Vlad really wants to push heavily as he sees the entire world is moving on chain) - Stablecoin payments and settlement - Third-party applications built on its network - Increased customer deposits and engagement The bigger opportunity is that Robinhood may no longer need to simply route transactions through financial infrastructure owned by other companies. It could increasingly own the infrastructure itself...which has always been the bull case for them in crypto. It's not just about making fees off people trading coins, but owning the entire stack when it comes to the broader crypto ecosystem. That gives Robinhood more control over the customer experience, potentially stronger margins and several new recurring revenue streams. It is still early, and some of the initial volume may be driven by launch incentives, but Robinhood Chain is already showing that the company could become far more than a retail brokerage. The main assets being traded on it right now are meme coins, which some people may think are a joke, but to me this is showing the willingness of so many native crypto investors to accept Robinhood Chain as a legitimate platform to be able to trade on and eventually, millions of other assets with real world utility will come on chain. $HOOD is building toward becoming a global, crypto-native financial platform and that level of innovation and speed is what has helped the stock recover this year but is also getting the street excited for the future, diversified streams of revenue which will continue to compound earnings over the coming years. LFG.

@tempocap2 Just like any other Elon’s products, exciting and good at first, downhill from there.

What the F has X done to the UI Horrible Search changed Playing videos changed Is this just me or WTF ?

@alexandr_wang Nope, the dude gone rogue. Thats what happen to men when they have too much money and power.

um can’t we all be friends 🥺

@Dogetothemoon You must be a newbie. Trust anything Elon says is fool game.

Sam Altman: Putting data center in Space is ridiculous. Elon Musk: We start flying them next year.🤣

@sergiomcdcs @alojoh I sold all of mine at the same time. I believe Elon is borderline scam.

@alojoh I’m one of the little guys, and I wholeheartedly agree with this tweet. After 5y of investing in Tesla, I sold 50% of my portfolio in Oct 2025. This decision was made after I started using my brain. I also unfollowed approximately 70% of Tesla influencers. I have no regrets.

I think I have answered this a dozen times, but sigh, here we go again: 1) Everything positive about Elon and Tesla is already amplified 100x by a truly countless number of Elon and Tesla pumper accounts. Why? Because it is by far the easiest way to grow an audience on X. The occasional Elon like, repost, or comment provides an enormous boost. A single interaction can be worth several thousand followers, even for a relatively small account. 2) That grotesque overamplification does not need my help. Every positive development is already covered, repeated, exaggerated, and recycled into oblivion. 3) Meanwhile, most Tesla bears are mor*ns and every bit as intellectually dishonest, emotional, and tribal as the pure Elon and Tesla pumper accounts. I have no interest in joining either cult. 4) What remains largely underdiscussed are the real problems: the dramatically missed deadlines, the abandoned promises, the constantly shifting timelines and goalpost moving, and the growing gap between what is predicted and what is actually delivered. The gap between reality and execution. Merely mentioning any of this is immediately branded as “negativity,” which conveniently removes virtually all accountability from Elon and Tesla. He gets to make ever more ludicrous predictions with almost no serious scrutiny. Just go back to any of Tesla investors day and listen to the typically overconfident Elon and all the promises and predictions he made. You'll realise that over 90% never happened and 99% never happened as it was sold on this platform by proxies, of which there are thousands. That's why I call it the greatest marketing machine that was ever built. Also, covering the genuine strengths of Chinese companies is not "being an emotional fan of China". That's stupid. It is acknowledging competitive reality. Pretending Chinese companies have no strengths because that makes Tesla fans uncomfortable would not be analysis. It would be propaganda. There is already too much of that on this platform. I won't add to that. And I might as well answer the other common and equally stupid question: "Why does AJ care?" I care because this grotesque pumping, which is getting worse and worse, has left countless little guys without returns. I have been an investor for virtually my entire life. I started investing in equities as a teenager. I was once one of those little guys, and I believe the little guy deserves a chance too. Making them mentally trapped for years in one stock with no returns is wrong let alone the enormous constant one man risk. This permanent brainwashing echo chamber makes it really f*cking hard for ordinary people to separate reality from promotion. They are surrounded by accounts that have a direct incentive to keep feeding them fantasies, because pumping Elon and Tesla is one of the easiest ways to gain followers, attention, and engagement. When seemingly no one gives a f*ck about these people, I do. That is why I speak up, even though my account has kept shrinking ever since I started sharing inconvenient truths about Tesla and Elon. The bad actors have every incentive to suppress criticism and keep people trapped inside the echo chamber. F*ck them. The peak hypocrisy is demanding endless praise for Elon and Tesla while calling any recognition of Chinese companies "emotional fandom." Apparently relentless Tesla promotion is objective analysis, but acknowledging competitors, missed deadlines, or broken promises is bias. Give me a break. x.com/DviVJR/status/…

@elonmusk @JARE_ee @sama You are showing your true color, a sad and angry person inside.

@sama We start flying them next year. Maybe you can come see them if your parole officer approves. After stealing an open source AI charity, you then stole all of Apple’s phone technology! Wow. What do you plan for an encore? That’s tough to beat.

homeboy you're the one sellling public market investors on short-term space datacenters

@lsferguson Elon is a pumper. He does the same for his businesses. Lots of promises, few delivered.

Do you remember during the Trump rallies before the 2024 Presidential election the excitement Elon Musk and the concept of DOGE brought to the campaign? What happened?

@VeeEmYou Because of nepotism, Indians pack their resume so they climb corporate ladder faster than anyone else.

I need to be 50 years old ay minimum to be middle management in some no name company but somehow this curry broad with no actual work experience in her 30s is not only a CEO of an American gaming giant but gets promoted to the Federal Reserve board weeks later.

@elonmusk @cb_doge

@cb_doge Scam Altman strikes again …

NEWS: Apple just sued OpenAI, claiming the company stole its trade secrets “at every level”, from technical staff to the Chief Hardware Officer, to build competing consumer hardware. Involved ex-Apple employees now working at OpenAI on AI hardware development.

He might literally love scamming more than any human alive!

By “this” he means scamming 🤣🤣

@__d_1ggin @RaiseSummit Bookmark to read multiple times later. Thanks.

Back from the Paris @RaiseSummit I wrote a recap. It was two days full of datacenters, neoclouds, custom inference chips, networking and optics, open weights, and many interesting companies. Where we are and where we are heading. leoinai.substack.com/p/paris-raise-…

@nejatian I have everything in this story except the home. I need $OPEN to moon to be able to buy a house. Tilt my way, Kaz.

My biggest flex in life is that when I walk in the door at home, my wife asks me about my day and four kiddos rush to give me hugs. Get married. Put down roots. Have kids.

@LandoInvests @jiahanjimliu I just design an Infiniband network running 288 Vera Rubin GPUs for a customer In Switzerland. And I am a proud investor of $IREN.

RAISE Day 1 Summary $IREN: ‣ Horizon 1 handover confirmed 19th July ‣ Commisioning H2 ‣ MSFT very happy with IREN so far, very hands off. Great partners. ‣ IREN on call with NVDA basically everyday ‣ Deals signed today are even better than 2 months ago. ‣ Pre payments sweetspot now between 25-40 roughly. Some even offering 100% ‣ IREN GB300 NVIDIA EXEMPLAR Cloud certified. Likely announced next week. Only THREE have this right now. ‣ IREN selected with small number for VERA rubin for testing VERY SOON. Unofficially late EOY mass production. Likely early 2027 ‣ H5-H6, Sweetwater 1 Vera Rubin ‣ Mirantis deal closing this month is the aim ‣ Semi conductor shortage micron $MU seeing into 2031 h/t: @FinGigawatt x.com/LandoInvests/s…

@RepEliCrane I am personally affected by this fraud and so are many of my talented IT friends. I will vote for the party that will go after this fraud and deny the party that will not, in mid-term election.

Congress should immediately pass my bill, the End H-1B Visa Abuse Act of 2026, to pause and reform this highly abused program. Urge your representative to cosponsor.

@USLaborIG I work in IT and see this abuse firsthand.

Let’s. Go. 🇺🇸

@PressSec I work in IT for 25 years and I see firsthand how this happened.

Trump admin launches its first major H-1B visa fraud investigation foxbusiness.com/politics/trump…

@FrostByte123456 @mikealfred @FransBakker9812 @bitcoinbutcher1 It’s so obvious.

$IREN - so their new strategy is to sign enterprise clients, not hyperscalers, and compete against $AMZN, $GOOG, $META, $ORCL, $MSFT? Is that why they are spending all this $$$ on advertising? @mikealfred @FransBakker9812 @bitcoinbutcher1