Mike

@RepzdaCanes @bigsuey @matthew_sigel Might be down as a pre bankruptcy holder lol 😅 definitely life changing $$

Pretty sure I said I’d get a tattoo of $Corz awhile back at $25. Gonna add it to my “To do” list along with the golf lessons. We need to make Ai/HPC/Data Center tattoos the new trend with @bigsuey (I saw @matthew_sigel posting some tattoo ideas as well) 😂🤖💻

@RepzdaCanes Like you said, future REIT.

@silverbackRilaa Seems like a great draft pick

$Corz new board addition. Welcome!

$CORZ just added Steve Smith to the board of directors. Steve was the former CEO of Equinix for 11years and grew their revenue 17x during his time.

@RepzdaCanes Exactly

$Corz has adopted the unique strategy of waiting until every spare MW is already purchased and spoken for through 2027 before they announce their next customer and hyperscaler deal. They are doing this to allow a bidding war on what will be the only tier 3 compute available.

@elonmusk how’s that X payment system coming along? Still out by end of May?

@fammetaX Shhhh let them wait longer

the AI infrastructure play nobody is talking about: $CORZ - $389M $APLD - $320M $CLSK - $104M $BTDR - $29M data center power the picks and shovels of the AI gold rush

Land is secured 🔒 Power is ramping up ⚡️ Construction teams are in place 👷 Muskogee is ready to scale to 1.5 GW ⬆️

@Billions777888 I guess you never heard of CORZ…

For sure he is talking about $KEEL It's the new $IREN

@RepzdaCanes Not the Cramer curse!

It’s over..

@RepzdaCanes @jaltucher Great call.

$Fabc over 100% since I mentioned it, Grats to @jaltucher and the partnership with $Kopn ! Hopefully they use the recent run up to raise funds, develop and manufacture the microLED interconnects.

@WatcherGuru @RepzdaCanes I would say that too if I was negative billions in the hole right now 😂

JUST IN: Big Short investor Michael Burry says stock market is "minutes" away from a "bloody" crash.

@bennybigbull Why? Because the price went up for one and not the other during earnings? They are different companies that do different things on different timelines… why would anybody compare them?

I'm gonna go ahead and say that the days of comparing $RKLB and $ASTS is officially over...

@McnallieM @keelinfra_ Absolutely! Didn’t expect a deal, they are not at that point yet. Easy hold.

No deal @keelinfra_ today, are you adding on the pullback??? ⚓️⚓️⚓️ $KEEL

It’s comical that $IREN MC is double $CORZ One day people will start doing actual research and stop following their favorite X shiller. Until then, more CORZ for me!

@JEFETRADES I guess you haven’t heard of CORZ lol

ITS FINALLY EXPLODING, DONT MISS IT🚀 $NBIS broke out and ran into $180 almost a 3x... Now $IREN is getting big deals from Nvidia and $CRWV has a $98 Billion backlog. Im looking to for THESE spots on a retrace for more long term positions. ANY DIP IS A BLESSING👇

@RepzdaCanes And we will probably have more power by then 🤝

Riding $Corz until the 3GW of power is built and billing.

@HyperTechInvest Pretty simple actually - when you control the biggest bottleneck to ai, you can fish for bigger and better deals that makes sense long term.

How can you fail to secure a data center deal in this environment? $CORZ First, the $CRWV delays, and now this

@StockSavvyShay Is this good news or did they just lock their shares at around $70 for awhile?

$IREN is up nearly 30% after announcing a partnership with $NVDA to support up to 5 GW of DSX-aligned AI infrastructure. Nvidia also received a five-year right to buy up to 30M IREN shares at $70 representing a~$2.1B investment. Tried to warn everyone last month at $40 🙃

@EscapeMatr1ix Congratulations. You win for dumbest post on X today.

25 yaşındaki Wall Street yapay zeka hisse senedi uzmanı bugün "karanlıkta erişte yedi" ve bu durum $CORZ hisselerinin %11,65 oranında düşmesine neden oldu. 😆 Kendisini yakınen takip eden ve hayranı olarak tanıştırıyım: Meşhur Deha: "Leopold Aschenbrenner" Bloom Energy $BE %4,12 düştü. CoreWeave $CRWV %6,44 düştü. Core Scientific $CORZ hisseleri %11,65 düştü. Lumentum $LITE %6,94 düştü. Sandisk Corp $SNDK %4,14 düştü. Intel $INTC %0,92 düştü. Uygulamalı Dijitalleşme $APLD %4,86 oranında düştü. IREN $IREN %1,67 düştü. Cipher Mining ( $CIFR) %6,34 düştü. Bitdeer ( $BTDR) %6,95 düştü. Coherent ( $COHR) %5,74 düştü. SALP'nin kurucusu Leopold Aschenbrenner, 25 yaşında (2001 veya 2002 doğumlu) Alman asıllı bir yatırım dehası. Daha önce FTX Future Fund'da çalıştı ve 2023'te OpenAI'ye araştırmacı olarak katıldı (ancak gizli bilgileri sızdırmak ve soruşturmayla işbirliği yapmayı reddetmekle suçlandıktan sonra 2024'te işten çıkarıldı). Haziran 2024'te, hızla yaklaşan yapay genel zekanın (AGI) zaman çizelgesini ve stratejik önemini ayrıntılarıyla anlatan, 165 sayfalık çığır açan bir makale olan "Durumsal Farkındalık: Önümüzdeki On Yıl"ı yayınladı. Ardından kendi adını taşıyan yatırım şirketi Situational Awareness LP'yi kurdu. Bu fon, güç kaynağı, veri merkezi işlem gücü, yarı iletken optik ve Bitcoin madencilik çiftliklerinin yüksek performanslı bilgi işleme (HPC) sistemlerine dönüştürülmesi de dahil olmak üzere yapay zeka altyapısına yoğunlaşıyor. Fon, bir yıldan biraz fazla bir sürede dikkat çekici bir büyüme kaydetti ve 2024'ün 4. çeyreğinde yaklaşık 225 milyon dolar olan kamuya açık varlıklarını (13F) 2025'in 4. çeyreğinde yaklaşık 5,52 milyar dolara çıkararak Wall Street'te en çok takip edilen yapay zeka temalı fonlardan biri haline geldi.