stonks and crypto... Discord: https://xitter.cf/t.co/3wOP7FGtL7
Joined February 2015
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Jensen leaving doesn’t erase NVIDIA’s signed backstops. The question is the next check: will the new leadership keep underwriting neocloud expansion, or demand tougher terms? Existing contracts and future financing are two very different risks.
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$HBM reports before the open today. Copper gets the headlines. I’m watching production, costs and free cash flow. A copper thesis still has to survive an operating report.
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$HBM: copper output +7% QoQ, better 2026 cash-cost guidance, $201.9m company-defined FCF. Versus Q2, operating cash flow rose before working capital but fell after it. FCF excludes working-capital swings and growth capex. Definitions matter.
hudbayminerals.com/investors…
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Looks like they are going to ax Jensen.
@Polymarket wen can we bet on @elonmusk hiring Jensen?
$NVDA $SPCX $TSLA
Buffett. Druckenmiller. Lynch.
Who gets the fourth spot on investing’s Mount Rushmore?
Make your case.
🤖 Made with AI
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Investors, traders, chart watchers and research junkies.
Stocks, crypto, AI, commodities and macro.
If you’re always looking for the next great idea, you’ll fit right in with the StockWizards.
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Rough week on Wall Street.
Blew up the book. Smashed the keyboard. Lost a billy.
Still trying to figure out whose chicken that is…
Monday in 9 hours.
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Next week. Pick a side.
🟢 Up
🔴 Down
Investor or trader? Come join the StockWizards Discord. Link in bio.
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Meta grew revenue 26% in Q3 and still had negative free cash flow.
$32.8B operating cash.
$34.9B capex, including leases.
Before buying the AI dip, check who can fund another year of construction if the revenue shows up late.
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“Democrats win, and one of the first targets is the AI buildout.
Texas’ governor-elect wants a moratorium on new data centers. The market is now pricing in what happens when the biggest growth trade in America runs into politics, power constraints and a whole lot of debt.” $QQQ
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The midterms just changed the investing landscape.
Texas flipped blue. Democrats took Congress. AI infrastructure and power stocks are getting smoked,
but the selloff could be creating some serious opportunities.
Here are the names I'm watching for the next 12-18 months 🧵
🤖 Made with AI
And here's the wild card: $SPCX
If power, land and regulatory constraints keep driving up the cost of terrestrial compute, space-based data centers become a lot more interesting
SpaceX is targeting orbital AI compute tests in 2027
Science fiction is getting closer to reality
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