Jonny Caiani

Not something you see everyday!

@DGretta_Author So did you make money betting against it?

I track Wingstop $WING stock. This isn't rocket science. Price of gasoline up ⬆️ $WING stock ⬇️

you had ONE job

@bradsferguson @nerdalert Bought in cause yall and everyone else. Up 19% so far 🫡

the next big thing is so boring that most people are missing it (and will have regret in the future about it). it is too obvious and boring. maybe people look at the stock chart and think they missed it? it's memory $MU $DRAM

🚨 25-year-old Michael Truell built the fastest-growing software company in history — ZERO marketing spend. He started coding at 11, interned at Google at 18, dropped out of MIT. First AI mechanical engineering startup? Failed. Pivot: Built Cursor — the AI code editor that writes software for you. Growth is insane: $100M ARR in ~12 months (fastest in SaaS history) $500M by month 21 $1B by Nov 2025 $2B by Feb 2026 Projected $6B+ by end of 2026 Pure word-of-mouth from devs. No ads. No sales team. 1B+ lines of code accepted daily. 70% of Fortune 1000 use it. Every Nvidia engineer. Coinbase at 100% dev adoption. Built by 4 MIT co-founders. Tiny team. Then they hit a wall: Not enough GPUs to train the next model. Money couldn't buy the chips. Enter Elon Musk. April 21: SpaceX announces deal for $60 BILLION acquisition option — biggest in tech history. The structure is wild: Immediate access to Colossus (xAI's 1M+ H100-scale supercomputer) for 9 months joint dev SpaceX can buy for $60B Or pay $10B breakup fee (largest ever) No-lose scenario for Cursor. Why? SpaceX preps for massive IPO. Merging xAI + Cursor turns it from rockets into an AI empire — owning compute, models, and the #1 dev tool used by every Fortune 500 engineering team. Bonus: FTX/Alameda seeded early. Liquidators sold the stake for $200K in bankruptcy. Now worth ~$3B. SBF called it the worst VC liquidation ever... from prison. A failed startup → pivoted by 4 kids → fastest-growing company ever → $60B offer from SpaceX. This is peak Silicon Valley insanity. Michael Truell's founder story has become legendary. 🔥 The craziest part is the growth potential for Cursor after Elon acquires it...

$MU $DRAM Unbelievable $707,000,000,000. That is the projected 2027 operating profit of 3 memory companies. Apple + Microsoft + Google + Amazon + Meta + Tesla combined? ~$661 Billion. The Memory Trio beats the Magnificent 6. Not revenue. Operating profit. Let that sink in.

@DGretta_Author Why are you bullish on $clsk? I have a small position just curious your take

Everyone should read this article. I consider it a must-read on data centers. It is a brainfull tho....

Robert Downey Jr.'s last scene as Tony Stark never made it into Endgame. After the snap kills him, Tony wakes up in the soul world. His daughter Morgan is sitting across from him. She's an adult. Katherine Langford played the part. Morgan tells him she grew up happy. That she's proud of him. That the trade was worth it. The Russo Brothers cut it because it worked too well. Tony's death lands because Morgan stays five. The sacrifice carries weight when the loss never gets answered. Pepper says "we're going to be okay" while Morgan stares at a hologram of her father. The loop stays open. Adult Morgan closes the loop. She tells him directly the trade was worth it. The film hands you the catharsis. The grief gets paid back with interest. That's the failure mode. When you give the audience full resolution on the sacrifice, the sacrifice stops feeling like one. Saving Private Ryan ends with Ryan asking his wife "Tell me I'm a good man." The film never confirms the answer. Captain Miller doesn't appear in heaven to absolve the cost. Films that hold their weight don't pay it back. Test audiences said they didn't connect with adult Morgan. They came to watch Iron Man die. They didn't want the film to circle back and tell them it was okay. Endgame did $2.798 billion at the box office. The Russos shot the most emotional scene of their career and trusted the test audience reaction over their own payoff. The version that shipped never tells you Tony's daughter is fine. It lets you sit with that.

“Just because you fit in, doesn’t mean you always belong there.” If you have teens, you’re gonna love this one. 😂🔥

Crazy time to be alive if you rly think about it

One of the most overlooked AI opportunities in the next 24 months is voice agents for boring businesses. Every HVAC, plumbing, and pest control company in America is sending calls to voicemail after 5pm. One AI voice agent fixes it overnight. Most owners have never even heard of this technology, yet alone know how to implement it. The person who packages this up and sells it to 500 of them is going to be very rich...very quietly.

The legendary painter is at work again, it’s really funny

Never question the timing of a universe that never missed a single sunrise.

Hoverboard pulling a jet ski… with a dog on it. Florida, you win again.😏

@Rhuigi Find the wife. L take

@amishdude Amish Dude have you ever smoked really good weed?

Just met a rapper named 2stoned, why would a homie be carrying 2 stones with him all the time

I didn’t realize plain beeswax candles are so aromatic you don’t even have to light them to make a room smell like honey and apparently they release negative ions that pull dust and mold down from the air. So far, it’s the healthiest candle I’ve found.

“I want to talk about everything with at least one person the way I talk about things with myself.” — Fyodor Dostoevsky

This is alien nanotechnology You are made of alien nanotechnology You are the most advanced technology in the known galaxy by far

The people who talk about mental health the most have the worst mental health and this is not a coincidence. naming the demon gives it a chair at the table