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@timb224
Hockey dabbler / HVAC sometimes / ex poker player / daily migraines / why not stocks?
Katılım Eylül 2019
1.3K Takip Edilen191 Takipçiler

@KrakenPod Doing nothing. Tired of giving out 5 for 5’s to be mid and pick 8-15th in the draft and never drafting top talent.
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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.

Cooker.hl | Kms.eth | 版本之子 | Cooker@CookerFlips
@aleabitoreddit $IREN announcement 🤯
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@Inquisition_2_0 @creepydotorg I hunt about 15 miles past that sign every year in the winter. Cougar far more likely than a bear.
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In 2013, 19-year-old Maureen Kelly was camping with friends in Gifford Pinchot National Forest, Washington, when she said she was going on a “spiritual quest.”
She removed all her clothes and shoes, took only a fanny pack, and walked into the forest.
Inside the pack, she had a knife, matches, and a compass. She told her friends she would be back later that night.
She never returned.
Searchers later found bare footprints believed to be hers near Canyon Creek, but the trail disappeared.
Maureen was never seen again.


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@TicTocTick Now compare the two R-naught values they have. One gives you a pandemic, the other one fizzles out.
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A 25 year old just turned $225 million into $5.5 billion in 12 months.
Here’s exactly what he bought.
Leopold Aschenbrenner got fired from OpenAI in April 2024.
He spent the next few months writing a 165-page thesis predicting AGI by 2027.
Then he launched a fund and put his money where his thesis was.
He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.
He bought what AI actually runs on.
Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.
Lumentum (LITE), optical components that move data between chips. Up 1,331%.
Sandisk (SNDK), storage. Up 3,130%.
CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.
Iris Energy (IREN), AI computing and data centers. Up 583%.
The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.
Nobody was buying those. Everyone was buying the AI companies themselves.
He was right.
His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.
I’m adding this to my watchlist.
Every time he files a new 13F, we will break it down here.
Turn on notifications so you don’t miss the alert, this is VERY important.
Many people will wish they followed us sooner.

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@TheGregYang This happened to me after my first covid infection in 2022. It went away fortunately.
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@RussLarson @cosmosarcive @Biomaven Copy that. I assume that context is explained in the video but I am at work and comprehended the post differently. Thanks for clarifying.
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@timb224 @cosmosarcive @Biomaven Actually, it's the distance light travels in a billion years. That's the distance of one billion light years, and it's the distance they are referencing here, irrespective of any relativistic physics.
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Brian Cox reveals that every tiny dot is a galaxy hosting 100 billion stars. That thin line at the top? A billion light-year span. Even at the speed of light, it would take a billion years just to cross that sliver. We are part of a cosmic ocean containing 30 sextillion stars, and yet, this is only the part we can see.
The room went completely silent as the scale settled in. It is one thing to hear the numbers, but seeing that map makes you realize we are drifting in a vast, beautiful ocean of light. This is the observable universe, a tiny fraction of a much larger reality. Pure cosmic awe is the only appropriate response to our place among the stars. It makes every earthly struggle feel both infinitely small and our existence infinitely precious.
Source: Horizons: A 21st Century Space Odyssey (Live Tour)
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@Biomaven @cosmosarcive Maybe I am misunderstanding the originally post as I didn’t see it was talking about photons traveling. But I literally learned that from Brian Cox that it wouldn’t take a billion years to travel a billion light years at the speed of light.
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@timb224 @cosmosarcive No, by definition light takes a billion years to travel a billion light years.
How long it might seem to a hypothetical near-light-speed traveler is different, but not really relevant to the original post.
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@TickerSymbolYOU @grok whats the best stock to buy based on his video, what is he recommending?
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How to RAISE BDNF naturally — what clinical evidence supports:
✅ Aerobic + resistance exercise combined (top of evidence)
✅ High-intensity intervals (especially relevant for Parkinson's)
✅ Yoga & mindfulness (shown to reduce cortisol = raises BDNF)
✅ Quality sleep
✅ Omega-3-rich diet
✅ Daily sunlight & social connection
No prescription required. 💊

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BREAKING NEWS: Archimedes is happy to report that his $AMD call positions are now up over +1,000%
$AMD is gaining a lot of recent traction in the financial media over the past week due to Agentic AI and the CPU shortage going mainstream.
Feel free to follow along for more Alpha

Archimedes@AlphaTrader00
Okay, we are so back. $AMD is now my single largest position again. Love when that happens. Please wake me up when AMD stock is trading at $620 and it's a trillion dollar company
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BREAKING NEWS: Archimedes has just disclosed a new long position in $IREN (again). This is noteworthy because he was an early investor in IREN, several quarters before the AI power crunch thesis went mainstream and investors like @leopoldasch, @ericjackson, & others went long

Archimedes@AlphaTrader00
Just wait until the power/data center/infra/semi/AI guys stumble upon $IREN and their industry-leading dense compute capabilities and that 3,000 MW power portfolio 🔭
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