Ajlawww retweeted
Anthropic is reportedly committing over $600B to future compute after generating $16B in revenue on nearly $9B of compute spending during 1H26.
That's ~$1.80 in revenue for every dollar spent on compute and and shows just how much future demand could flow toward AI infrastructure providers like $IREN, $CRWV and $NBIS.
$CRWV $IREN $NBIS
Market prices forward looking in both directions
The risk maybe real, but it’s being priced as if it’s a guarantee
So as soon as the anchor to that perspective is released, price will reflect a renewed sentiment
If you believe in the AI buildout at all, and you’re not buying the risk here I’m not sure what you’re doing here at all
I don’t need to convince myself that everything is fine. I can acknowledge that financing conditions are difficult, capital is more expensive, execution risks are real, and some companies won’t deliver what they’ve promised. But I also have to ask how much of that am I already being compensated for at today’s valuation?
Because if the underlying opportunity remains intact, the business continues making progress, and the market has materially lowered its expectations, an investment can actually become more attractive even as the headlines get worse.
Ask yourself are we witnessing a temporary repricing of risk or a permanent impairment of the business. Those are two VERY different things, don’t confuse them
Ajlawww retweeted
First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
$AVGO $SOXL $NVDA
I added to almost every position today across every sector
This doesn’t guarantee a bottom which is why I’m not longing short dated calls or massive leverage positions
$VIX over 30% in a day finally letting out some built up pressure & fear & greed back in extreme fear is when I’m a buyer
Markets are forward looking and $CRWV is literally being priced likes it’s going out of business when Jensen just said yesterday he doesn’t feel the need to step in because they’re doing fine. Financing costs are actually getting cheaper. It’s being traded like all their debt is financed at 15%
Earnings are right around the corner & I think the numbers will put to rest the fear around the AI trade being over
We already have great reports from $ASML & $TSM
$LITE CEO reiterated being sold out well into 2029
Everywhere you look there’s no sign of demand slowdown, earnings or margins dipping, or CAPEX slowdown
We have every possible bad headline:
-high CPI & PPI
-rate hikes
-corporate CDS blowouts
-high oil & continued Iran conflict
-some nerd talking about all neoclouds going belly up in a few years
AND YET, the numbers say demand isn’t slowing!!
B200 rental prices continue to increase
$MU saying demand will now continue past 2028 in their earnings
Massive disconnect between sentiment and the numbers
No guarantee of when a bottom comes, but I think it’s imminent to happen soon
Ajlawww retweeted
$NBIS
Blackwell Ultra (B300) rental prices are up 17 days in a row, to about $7.45 an hour, according to Compute Desk's index of verified U.S. neocloud transactions. That's up roughly 64% from the low of $4.55 last November.
And you are bearish for the sector?
K.
Ajlawww retweeted
leopold must’ve slept with ken griffin’s grandma or something cuz holy shit what they’re doing to him feels personal at this point
Ajlawww retweeted
Sorry guys.
I can't handle this market anymore.
I'm going to take a long break from this App.
I'll be back after dinner.
Ajlawww retweeted
Tired of this excuse. First of all, social security is not something you “pay into.” If it were, you wouldn’t need younger people to “pay into it” in order to get your check. But you do. Because this is a Ponzi scheme, not a retirement account. What you really mean to say is that your money was stolen from you — which it was — and now you want to steal from younger people to get restitution. That’s the actual case you’re making and it’s exactly as morally deranged as it sounds.
Second, your generation continually for decades voted for politicians who would keep the scheme going. You might not have invented social security, but you damn sure made certain it kept going. Why should younger people have to pay the price for the shitty policies you supported?
Third, you “paid into” social security in a different time. The country is now bankrupted and 40 trillion dollars in debt, and basic things like housing are prohibitively expensive. It wasn’t like that when you were young, because your generation of leadership created this problem.
So the theme here is that there are a bunch of problems you guys either created or contributed to. You can choose to pay the price for that now, or force your grandchildren to pay the price so you can live comfortably until you die and leave them holding the bag. You’ve chosen the latter, and I think that’s wrong. Simple as that.
Replying to @MattWalshBlog
Matt, the older people expecting Social Security have PAID INTO IT their entire lives.
Young people are just doing the exact same thing we did.
They're not getting some special punishment to subsidize older people.
And older people have a higher net worth BECAUSE THEY'VE WORKED!
$KRKNF
Blink & you might miss it
Thought it could go lower, but it got down to 2.87 (high end of my target range)
Aggressive move off the lows
If it holds here then bottom is likely in
$KRKNF
Tried to trade this twice before getting stopped out each time
Not going to bother catching a falling knife
I have no emotional attachments to trades
2.80-2.50 is a better accumulation range
$PL
Already on the move, and first move is up
Break $20 & $24 comes fast
$PL Setup looks a lot better after reclaiming 20sma
Bollinger bands squeezing very tight on the daily
3 day chart looks like its stabilizing around the 200ema w/ a MACD cross
Which is also previous highs becoming support
Bought more today, because this is one of the best looking charts rn honestly
Sometimes the simple high timeframe setups are the best
There's still so much slop on this platform for certain tickers so idk who will see this though 😑
Ajlawww retweeted
If money wasn’t a problem, I’d probably spend my whole life studying.
A master’s in philosophy, then astrophysics, physics, ancient history, psychology… Whatever makes me understand this weird existence a little better.
Not for a career, not for a degree.
Just because there’s so much to know and one lifetime already feels too short.
$PL Setup looks a lot better after reclaiming 20sma
Bollinger bands squeezing very tight on the daily
3 day chart looks like its stabilizing around the 200ema w/ a MACD cross
Which is also previous highs becoming support
Bought more today, because this is one of the best looking charts rn honestly
Sometimes the simple high timeframe setups are the best
There's still so much slop on this platform for certain tickers so idk who will see this though 😑































