Investor time-stamping my portfolio moves on Savvytrader. Falcon Heavy up +1014%, Falcon 9 up +501%, Stairway to Heaven up +462%.
Joined January 2023
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“ToNewHighs” for 40% off the Falcon 9 Portfolio on Savvytrader. Up a cool 550% now.
Portfolio link: savvytrader.com/400kProject/…
400k Investment Project retweeted
funny how the # of customers hitting us up for neocloud capacity (even at large volume) is at an all-time high while neocloud stocks are at rock bottom
wild divergence between fin bros and tech bros
one side is pretty wrong. time will tell which :)
400k Investment Project retweeted
sneak peek into how your packages will move in the not so distant future (yes, the airplane does not have a cockpit)
The fear mongering with entirely dissimilar data is mind blowing…
The dotcom analogy fails on the two numbers that matter!
If you want access to the FULL slide-deck on AI versus dotcom, join us at @RealVision , where I will reveal the full study this week.
You know what $1T of data center spend is going to need? $50B of $EOSE batteries. See you at $10
400k Investment Project retweeted
"AI bubble." 🙄 Heard it a 100 times already...
Nasdaq forward EPS: +78% since Jan 2025.
Price: +40%.
Valuations are falling for the right reason. Earnings are outrunning the price.
Put another way, inflation destroys earnings. Unless you're the one causing it.
$AXTX showing relative strength and unaffected by data centre business due to excessive demand that they cannot meet. Guidance and fundamentals support higher prices.
$IREN vs B300 gpu rental prices…. Draw your own conclusions.
@Agrippa_Inv @jiahanjimliu @RJCcapital $nbis
