igli como

959 posts

igli como banner
igli como

igli como

@como_igli

Albanian roots

เข้าร่วม Aralık 2020
209 กำลังติดตาม134 ผู้ติดตาม
igli como รีทวีตแล้ว
Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
It's September 2026, stocks I bought under $20 and they exploded 1000% 1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Leopold call) 2. $SATL – Satellite imagery feeds AI training + defense targeting. Fresh DoD contract proves the demand is real. $SPCX SPACEX play 3. $LAES – Every AI agent needs quantum-proof identity. SEALSQ embeds PQC in silicon. The security layer AI can't run without. 4. $POET – Optical Interposer replaces copper in AI clusters. Light moves data faster at half the energy. 800G design wins at record pace. 5. $ONDS – Wireless OS for AI-driven industrial drones. Defense + logistics demand exploding. First-mover advantage. (Trump call) 6. $CIFR – Massive power assets pivoting to HPC. Market repricing it as AI infrastructure owner, not just a crypto miner. Same as $IREN $CRWV $NBIS 7. $BTDR – AI cloud ARR up 60% MoM. 92% GPU utilization. 3 GW global capacity. Own-chip design cuts cost to near zero. 8. $CLSK – Situational Awareness fund loaded 12M+ shares. Massive power footprint waiting to flip into AI colocation. (Leopold bought) 9. $HIVE.TO – Canada's largest AI gigafactory incoming. 100K GPU build-out on 100% renewable power. $225M ARR target. 10. $NOK – Restructuring entirely around AI data center networking. $4B US bet. Optical division feeding hyperscalers directly. ♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 1000% play for this week.
Michael | Hypermarkets tweet media
English
130
149
514
57K
Financelot
Financelot@FinanceLancelot·
Remember when Bill Gates was dancing on stage in 2000
English
116
74
964
234.3K
igli como
igli como@como_igli·
@HyperTechInvest Advantage cousin Lisa lol Mi450x and Mi500 next plus zen 6 and zen 7
English
0
0
1
29
Daniel Romero
Daniel Romero@HyperTechInvest·
NVIDIA wants to eat $AMD and $INTC lunch AI agents have made CPUs important again $NVDA and Microsoft are expected to unveil the first Windows PCs powered by Nvidia chips next week The devices are expected to include Microsoft Surface models and PCs from other manufacturers like Dell. They will reportedly be announced around Computex in Taiwan and Microsoft’s Build conference Nvidia is entering the Windows PC CPU market with Arm-based technology, putting it in direct competition with Qualcomm and challenging the long-time dominance of Intel and AMD in Windows laptops Microsoft is also expected to introduce software that lets AI agents run tasks locally on Windows PCs, reinforcing the shift toward AI-native laptops
Daniel Romero tweet media
English
10
18
177
15.8K
Bull Theory
Bull Theory@BullTheoryio·
🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers. Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake. He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing. Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor. Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale. Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models. But here is what Burry is flagging. Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory. They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies. Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle. Now here is where American retirees enter the picture. Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit. Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene. Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans. When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center. The numbers inside Athene are most alarming. Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight. Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets. Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth. The leverage sitting on top of those unpriced assets is 16 times. Burry's says: Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing. - Nvidia books the revenue. - Apollo collects the fees. - xAI gets the computing power. - And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.
Bull Theory tweet mediaBull Theory tweet mediaBull Theory tweet media
English
649
2.5K
9.7K
1.4M
igli como
igli como@como_igli·
@leshka_eth More nonsense Ai os at early build stages ignoring all this noise staying invested riding the Ai build to at least 2030-2032
English
1
0
3
1.4K
Leshka.eth ⛩
Leshka.eth ⛩@leshka_eth·
🚨 MICHAEL BURRY JUST FOUND THE DEBT UNDER THE AI BOOM APOLLO IS RAISING $38B TO BUY GOOGLE AI CHIPS FOR ANTHROPIC ANTHROPIC SUCKS IN ALL LIQUIDITY FROM TECH COMPANIES VERY BAD SIGN
English
79
300
2.1K
445.6K
The AI Investor
The AI Investor@The_AI_Investor·
What a week it has been for $MU. Up 30% from $748 to $971 in just a few days. Portfolio performance: +105.95% YTD, vs 20.25% of QQQ Inflated a bit by option premiums, I will write about the option trades later this weekend.
The AI Investor tweet media
English
9
4
94
11K
The AI Investor
The AI Investor@The_AI_Investor·
Even Trump cant pump $NVDA 😂
English
15
6
145
16.5K
igli como
igli como@como_igli·
@alc2022 When can we possibly expect a split will it be at the $1000 psych level
English
0
0
0
94
Michael Burry Stock Tracker ♟
Breaking: T1 Energy continues to surge due to The "Aschenbrenner Effect" Leopold Aschenbrenner disclosed a ~$44,000,000 position in his 2026 Q1 filings He disclosed his $TE position at ~$7/share a week ago
Michael Burry Stock Tracker ♟ tweet media
Autopilot@joinautopilot

Update: Leopold's tracker continues to fly Start of May: $9,000,000 Today: $27,000,000 The Leopold Aschenbrenner tracker in two months is currently up ~73% According to his recent filings, he entered the year managing $5.29B That portfolio is now expected to have nearly doubled

English
71
188
2.5K
1.1M
igli como
igli como@como_igli·
$Amd squueze those lemons
igli como tweet media
English
0
0
1
54
igli como
igli como@como_igli·
$MU 1600 new target yep higher it goes cheaper it gets go figure Patiently waiting split announcement
igli como tweet mediaigli como tweet media
English
0
0
1
44
igli como
igli como@como_igli·
$amd cousin lisa skips a generation jist like Nvda buckle up Zen 7
igli como tweet media
English
0
0
1
45