Antonios

@Lisan6p @ShootImpro Cant DM you! Send me a DM?

UK TOUR 2026‼️

@chad_ventures $IREN

If you could only own one stock over the next 5 years, which one would it be?

.@Servo7Robotics builds industry robots that work in existing operations without long and complex installations. The AI-trained robots adapt to existing processes, learn on the job, and deploy fast. Congrats on the launch @pieterbecking and @JasperLeuven! ycombinator.com/launches/PP9-s…

@chad_ventures Gap completely filled?

$ASST filling the gap

@cantonmeow Socrates would approve

I'm intelligent enough to know that I'm not that smart and that I get things wrong from time to time. And I'm very proud of that.

@chad_ventures @Sijoiltaan Thanks! $ASST is ripping. I’m hoping we don’t revisit the gap anytime soon

Gaps form because price jumps through an area with little to no trading => that means no real "agreement" on value. Markets tend to revisit those empty zones to find liquidity and rebalance order flow once the opening imbalance fades. Only gaps driven by true repricing events like earnings or regime shifts tend to stay open, which was not the case for $ASST.

$ASST gap still open.

@chad_ventures @Sijoiltaan He’s not happy we might have to go down to fill the gap. Why do we often have to fill these gaps anyway? What’s the logical explanation

@Sijoiltaan ?

@mikealfred x.com/kalshi/status/… 👀

@gabz_investing @elonmusk Check out Lightyear, EV company I used to work at

@elonmusk you can turn car roofs into solar panels, right? Why is this being done? $TSLA

@ideanoc17 Solar & wind in the mix produces the same effect. The Netherlands has <3% nuclear in its electricity mix and still experienced >450h of negative electricity price hours on its day-ahead market in 2024 due to its renewable penetration, up from 85h in 2022

this is what you get when you invest in fucking nuclear

Not once have i hit these in the direction i need it to go the first time

@jimcramer One day people will make posts about Jim timing the bottom on $IREN

the only way you would know that we were going back up is if you watch this show, Go buy some CRWD, go sell some IREN

Surprised I haven’t seen you post any cycladean kittens 🐱 if you still have flexibility on your trip, visit Sifnos nearby. It’s the best hidden gem of the Cyclades. Have been going there for 28 years straight for good reasons! Other good ones are Amorgos, Milos, Kythnos, and Paros

Having too much of a good time at Santorini to care about anything else. 🐱🐈

A new study suggests olive oil may be a healthier alternative economist.com/science-and-te…

@cantonmeow στην υγειά σου!

Skinos. One of the best liquor I have ever tasted. 🐈

@0xRiver8 Learn programming with DataCamp

For those who are unemployed wht do you do all day outside of going to the gym for 2 hours shits dead as fuck watching shows and playing games getting boring af

$IREN I don’t think the market fully understands that the Vera Rubin era will mark the beginning of a major inflection point for AI cloud companies that own and operate their own data centers. As token output per megawatt increases exponentially, the power demand (TDP) per GPU is rising faster than the price per GPU. The logical consequence is that the GPU cost per megawatt of deployed capacity will decrease relative to both the token output and the total cost of building and operating a megawatt of infrastructure. In other words, each megawatt becomes dramatically more productive while the share of cost coming from GPUs shrinks within the total TCO stack. This means that for each megawatt of deployed capacity, the capex mix tilts toward data-center infrastructure and away from GPUs. Over time, a larger share of the investment sits in assets that depreciate over 20 years (buildings, power, cooling) rather than 5 years (GPUs). This shift makes every megawatt more profitable over its lifecycle. As the cost mix moves toward long-lived infrastructure and away from short-life GPUs, the site gains operating leverage: revenues per MW rise sharply while annual depreciation per MW declines, because more of the upfront capex is amortized over 20 years instead of 5. The result is higher EBIT and net margins on the initial deployment, followed by materially higher ROIC and free cash flow when successive GPU generations are rolled into largely depreciated, already-built infrastructure. That is the inflection point of the Vera Rubin era: a structural break where the economics of AI cloud shift from GPU-dominated cost cycles to long-lived MW-dominated cash generation. If IREN’s Sweetwater 1 is engineered to run Vera Rubin at full density (and potentially Rubin Ultra), then its 1,400 MW footprint will amplify the structural economics I outlined: more throughput per MW, more revenue per MW, and a larger share of capex tied to long-lived infrastructure. Canada is the golden goose, and Childress is the stepping stone —but Sweetwater positions @IREN_Ltd to generate unmatched unit economics at industrial scale, leaving peers scrambling for scraps. Note: This doesn’t even consider the possibility of NVIDIA lowering margins as competition intensifies, nor does it factor in IREN potentially deploying TPUs, alternative GPUs, or future AI accelerators. All else equal, each of these would only improve the economics further.

Today, we present a step-change in robotic AI @sundayrobotics. Introducing ACT-1: A frontier robot foundation model trained on zero robot data. - Ultra long-horizon tasks - Zero-shot generalization - Advanced dexterity 🧵->

@WheelieInvestor Are you 12 years old?

$DUOL will be worth $100 Trillion one day

@decodejar Remind us what economic and technical indicators are combined and weight-adjusted in the bottom oscillator? I remember a good old post of yours about that & keep it up

No, this time is not different.