Anthony

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Anthony

Anthony

@lostinthepatch

Dad, husband, and petroleum engineer. Any views expressed are my own.

Midland, TX Katılım Eylül 2016
474 Takip Edilen1.1K Takipçiler
Anthony
Anthony@lostinthepatch·
@Tejanobrown Tried one online similar to this. And the thing never worked lol
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TRUMP SUPPORTER
TRUMP SUPPORTER@_Postive_Vibes·
VP JD Vance dropped a perfect mic drop. 🔥 Reporter: “Polls show that a majority of DC residents don’t support National Guard here…” Vance: “I don’t know what poll you are talking about. Maybe it’s the same poll that said Kamala Harris would win the popular vote by 10 points.”
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Anthony
Anthony@lostinthepatch·
Hate it when my kids outgrow taking naps. Home with the twins all weekend and they will most likely refuse to take any naps. Three naps for dad gone… 😭
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Anthony@lostinthepatch·
Amazing how many people ignore red lights. Dropped the big kids off at school and saw 4 people run obvious red lights. Only pass 8 lights each way. Wtf
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Anthony@lostinthepatch·
Any midland folks ever go to The American Legion for bingo before? Big kids and wife are going to NB for a meet so I got the twins this weekend. Was tempted to check out bingo on Sunday.
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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
Wow. A deranged gunman opened fire earlier this week in Massachusetts and a combat veteran immediately went to work. The veteran shielded innocent people with his body, then maneuvered towards the gunman before shooting him alongside a police officer. Heroes walk among us.
Anthony Pompliano 🌪 tweet media
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Anthony
Anthony@lostinthepatch·
Whoever runs these Solomon benchmark studies is a genius
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YeahDave
YeahDave@Yeah_Dave·
Cerebras $CRBS IPO The chip sector is crazy hot right now and this thing is coming in like moonshine to a bar fight. At this rate it's liable to open closer to $200/$45B (~70% over original IPO price). For reference my rough calculations for "idealistic strong bull scenario" were $403/share end of 2026 and $474/share end of 2027 (warrant adjusted FY2027E revenue $5.5B at 18x P/S being $99B mcap at end-2026 and FY2028E $9.0B at 14x being $126B end-2027). The chip is interesting and is able to eat tokens very fast but has very significant limitations. Technical, manufacturing, and packaging limitations. Sizing will depend on how much meat is left on the bone, but at this point it will be good for the entertainment value at the very least.
YeahDave@Yeah_Dave

Other important things to know about the Cerebras $CBRS IPO $CBRS's $24.6B of contracted backlog is almost all ($20B+) from OpenAI. This is a concentrated bet on OpenAI not screwing the pooch. Also if $CBRS misses delivery milestones then OpenAI gains termination rights. Furthermore, the OpenAI MRA has a structural exclusivity agreement which constrains Cerebras' ability to diversify their customer base toward the other frontier AI labs during an undisclosed "Exclusivity Period". These excluded entities are not listed but are labeled as OpenAI's "Named Competitors". Apparently $AMZN's AWS is not on that list. (Section 12 of the agreement, filed as Exhibit 10.11 to the S-1)

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Serenity
Serenity@aleabitoreddit·
As I said before $IREN is basically dogsht compared to $NBIS. $NVDA didn’t give $IREN funding yet. So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means. It’s an endless dilution machine just because they secured power. I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing. Nvidia actually gave $NBIS funds. While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo. $IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.
Serenity tweet mediaSerenity tweet media
Serenity@aleabitoreddit

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.

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Matt Van Swol
Matt Van Swol@mattvanswol·
A 19-year-old White girl in Charlotte NC was TIED TO A BED and TORTURED FOR MONTHS, r*ped, and m*rdered by a Black man. ZERO coverage from: -NYTimes -CNN -WaPo -MSNBC -NPR -USA Today -Reuters -Axios -ABC -PBS EVERY. SINGLE. ONE. COVERED. GEORGE. FLOYD. DO YOU GET IT YET?!!!!
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Anthony
Anthony@lostinthepatch·
Survived the drive back. Made it through two dust storms and one rain/hail storm. All in the final 90 minutes
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