rick

@DripCalc @amitisinvesting aibuildouts.com

@rando_username @amitisinvesting Where is it? Link?

Because we are all addicts, here are some of the biggest US stocks & what they are trading at in USD converted from their current price in the German markets 😂 Market likes the potential closure of the Iran situation...

@DripCalc @amitisinvesting he did, aibuildouts

@amitisinvesting @amitisinvesting Amit, where is ur database of AI and adjacent stocks that u promised a week ago? Did u ever publish it?

@KrisPatel99 where do you park some money to buy the dip? everthing seems bid up.

This is what the market is not currently appreciating. 2027 hyperscale CapEx growth is likely to moderate sharply from the +100% jump into 2026 down to roughly +19% ($760B to $904B), and then just +14% into 2028. While the raw numbers are awe-inspiring, it's the margin splits each company has to deliver to justify their respective valuations that should scare people. The "it's not a bubble" crowd usually points to NVDA trading at a sub-20 forward multiple but they fail to address all the other components of the AI stack that have run up triple digits on the back of perceived future demand that seems to have no end. Most of that margin boost is likely coming from bottlenecks and timeline compression. Long term, that's a toxic mix, because neither is sustainable. The scenario that takes this whole thing down isn't demand destruction, it's forced efficiency. Hyperscalers cannot be expected to grow spending indefinitely, especially as their free cash flow has been whittled down to almost nothing. And this is all happening against a backdrop of technology improvements that are lowering the cost per token. People keep citing Jevons' Paradox as an infinite growth loop, but often forget that paradoxes have limits. Even if AI servers become exponentially more efficient, insufficient local power grid capacity and grid interconnection delays can cap total compute expansion regardless of how cheap inference gets. This means that growth forecasts for many companies are probably correct but the timeline has been compressed. We saw this with Dot Com and likely to see it again. The trigger in 2000 was a pullback on venture capital funding more dot coms. That caused a cascade of valuation resets even though internet usage grew exponentially. This time around its going to be the hyperscalers that pop the bubble. The day one of the hyperscalers gives a sober capex growth guidance, is the day we see the entire market wake up from a state of collective delusion and the cascade of selling will be relentless from everyone trying to get out of the door at one time. This will bleed into everything else. The wealth effect in reverse is what I'm more concerned about.

@Deeshoenutz @pepemoonboy cash secured put

@pepemoonboy What does CSP mean?

I’m trying real hard not to use $600k of margin on selling $HOOD CSP’s at a $107 strike. Decisions decisions

@mattderron trying not to catch a falling knife, but getting more interesting.

I just saw this…what did y’all do? 😭

@Focus_entmt #SpaceMarine2 ftw!

THIS IS NOT A DRILL! 🚨 Here's your chance to win a unique, custom #SpaceMarine2 PlayStation 5 (blessed by the Emperor)! The lucky winner will also get a key of the game. 🍀 To enter: - follow us - RT & like this post - reply with #SpaceMarine2 Rules: community.focus-entmt.com/focus-entertai…

The U.S. shouldn’t bail out billionaires and hedge funds during the coronavirus pandemic, Social Capital CEO Chamath Palihapitiya says. “Who cares? Let them get wiped out.” cnb.cx/2Rpmjkh

@MayorOfLA @LACity @lapublichealth Don’t demonize people utilizing the best protection available to them. Hospital don’t want old, used mask you had laying around from painting.

I want to be very clear: Face coverings are NOT masks. N95 and other medical-grade masks are reserved for medical workers, while the general public should be using items like scarves or bandanas to keep their faces covered. #LAProtects

Joining Dr. Ferrer of @LAPublicHealth to share more information about why we’re urging all Angelenos to wear face coverings and continue safe physical distancing to help slow the spread.

(5/11) This bill should have been voted on much sooner in both the Senate and House and it shouldn’t be stuffed full of Nancy Pelosi’s pork- including $25 million for the Kennedy Center, grants for the National Endowment for the Humanities and Arts, and millions more

(3/11) pilots, grocery clerks, cooks/chefs, delivery drivers, auto mechanics, and janitors (to name just a few). Is it too much to ask that the House do its job, just like the Senate did?

(2/11)The Constitution requires that a quorum of members be present to conduct business in the House. Right now, millions of essential, working-class Americans are still required to go to work during this pandemic such as manufacturing line workers, healthcare professionals,

(1/11)I swore an oath to uphold the constitution, and I take that oath seriously. In a few moments I will request a vote on the CARES Act which means members of Congress will vote on it by pushing “yes” or “no” or “present.”

@RepSwalwell @Rambobiggs Threatening American citizens with nuclear war? #SwalwellTreason

@Rambobiggs And it would be a short war my friend. The government has nukes. Too many of them. But they’re legit. I’m sure if we talked we could find common ground to protect our families and communities.

Hey @BlizzHeroes. Orphea is cool and all, but where's my Kevin announcer? HMM?! @kmicj

Buy some extra while we can!

#HappyHeroDays! 7 days. 7 prizes. Day 4: Amp It Up Bundle RT for a chance to win today's prize and RT every day for a chance to win a GRAND PRIZE package from @ASUSUSA. 📜 Blizz.ly/HappyHeroDays

They heard all your voices people!! LMS just might be a reality. Keep it up. Who wants more #LastManStanding ?

@beckw1n @WadePenfold It’s like @WadePenfold from the darkest timeline (we will call him FauxNaught) showed up, shaved Dread’s head, then added the hair to his own. ...and he’s been doing it for years.

Make no mistake: we live in two different Americas. One believes in freedom and limited government. The other believes that feelings matter more than facts and that more government is the answer to all of our problems.