The Put Bull
1.1K posts

The Put Bull
@ThePutBull
🚀 Join me on my journey from the very beginning as I work towards becoming a millionaire using straightforward and effective stock market trading strategies
เข้าร่วม Ağustos 2019
382 กำลังติดตาม203 ผู้ติดตาม
ทวีตที่ปักหมุด

@Liathetrader As long as you have a backup plan. You're good! Just looking out for ya!
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@ThePutBull In event of emergency I rather hop on my ebike. Safer than driving from packed city
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The Put Bull รีทวีตแล้ว

I walk into a room and people benefit from me.
That’s who I am.
I walk in and all of a sudden the phone starts ringing.
Opportunities start showing up.
Motion starts happening.
I don’t know how to explain it.
It’s been that way since I was a kid.
That’s why people have always tried to attack me, silence me, or discredit me when I speak.
Not because I’m weak.
Because vision makes people uncomfortable.
I see things before they happen.
I see opportunities before they become obvious.
I see a version of your life that you don’t even see yet.
I can’t live small.
I can’t think small.
I can’t stay quiet.
I have the vision that can unlock your entire world.
That’s who I am.
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The Put Bull รีทวีตแล้ว

The Put Bull รีทวีตแล้ว

@Oculustrade I didn't see this post! But I'm right there with your brother! Sitting pretty right now!
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@The_RockTrading Bro!!! That's how I felt about mine $ MU trade last week that ran up more than 1,000%! Smh!
But I'm in $NOW and I'm up 1000% on that, so I can't be mad!
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@TrendSpider How do you guys always find these bangers?
Do you guys post these kind of potential setups with your platform or do you guys just feed your news feed for free? B/C you guys keep coming with the 🔥!!!!
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@The_RockTrading God look! I saw this call out and had to jump on it at market open the R/R is too nice!!!! Plus that bounce off demand is pure chef's kiss!
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$MU JUST BROKE ABOVE $900 FOR THE FIRST TIME EVER

Shay Boloor@StockSavvyShay
These 2027 $MU leaps I bought just two months ago are now up nearly 10x 🤯
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The Put Bull รีทวีตแล้ว

THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming & the AI infrastructure trade is splitting into three layers:
1. Hyperscalers | $GOOGL, $MSFT, $AMZN, $META, $ORCL, $BABA
These are still the largest buyers & builders of AI compute locking in multi-year capacity because spot availability is increasingly scarce. Microsoft’s $627B commercial RPO (+99% YoY), Oracle’s $553B+ RPO tied to OpenAI compute commitments, Google Cloud’s $460B backlog doubling YoY & Amazon’s $225B+ Trainium 2/3 bookings all point to the same thing that compute scarcity is getting priced into the cloud stack.
2. Neoclouds | $CRWV, $NBIS, $IREN, $WYFI
This is cleanest direct expression of the compute repricing thesis because these companies rent GPU capacity at market-clearing prices to AI-native customers. CoreWeave’s $67B backlog, IREN’s $13B+ contracted backlog, Nebius ~$49B total backlog & WhiteFiber’s $923M+ RPO all point to the same thing that AI-native compute is scarce, contracted capacity is getting locked up years in advance & pricing power is moving toward whoever can bring powered clusters online fastest.
3. High-Performance Computing | $APLD, $HUT, $GLXY, $WULF, $RIOT, $CIFR, $CORZ, $MARA, $CLSK, $HIVE
This bucket may be the most structurally interesting because the core asset is exactly what the AI economy needs most which is power-secured land, grid interconnects, substations, cooling infrastructure & gigawatt-scale operating experience.

Shay Boloor@StockSavvyShay
$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.
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The Put Bull รีทวีตแล้ว










