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Nothing posted here constitutes financial, investment, or legal advice. All views are my own opinions—not recommendations. Not licensed/registered with SEC/FINRA. Do your own research; investing involves risk of loss. Past performance ≠ future results. NFA.
$AAPL - Faster and frequent product releases under Ternus' leadership.
Data Vu retweeted
Replying to @altcap
@altcap and others called our +43GW of global datacenter capacity (ex China) for 2027 too aggressive, so we went back through every site we track. We came out higher, at +50GW.
The satellite images speak for themselves.
Datacenters 2027: The Year of Acceleration,
+50GW in a Single Year
60GW Under Construction,
SemiAnalysis Leading Indicators,
1.3T of Lease Contracts Signed YTD,
The Shortage Could Move to Chips
newsletter.semianalysis.com/…
Data Vu retweeted
Pabrai’s Citadel story: Ken Griffin hired a temp to protect a mathematician’s uninterrupted research time.
Mohnish Pabrai explains:
"I met Ken around 2000 or so. My wife went in as a consultant to Citadel."
"She'd come home every evening with a whole bunch of Ken stories. This guy is very unusual, and the place is very unusual."
"He had hired a whiz-bang Russian mathematician, PhD, postdoc, working on the algorithms."
"Everyone at Citadel would come to this guy with their problems, and Ken didn't want anyone coming to him. He just wanted him to crank."
"Ken told the temp: here's your desk, here's the mathematician. No one crosses."
"The temp says, “What do I do?” “Nothing.” Your whole job is to make sure no one crosses."
"The temp herself is in shock. Someone's paying me to file my nails."
"He found all the different nooks and crannies, built a tremendous business."
Data Vu retweeted
Hello Clown Lyng @HelleLyngSvends
Waiting for your tweet on france...
Europ is burning but Clown Lyng 🤡 is busy with her birthday...
@HelleLyngSvends
Data Vu retweeted
The complete AI fund flows
Nvidia Gets $690BN, The Other 499 Get $340BN: Tracing Every Dollar Of 2027's AI Capex zerohedge.com/markets/nvidia…
Data Vu retweeted
Neoclouds such as CoreWeave and Nebius are backstopped by companies with trillion dollar market caps and access to the cheapest financing in the world
NVIDIA has a 10% equity stake in CoreWeave and has committed to buy any unused capacity through 2032, up to $6.3B
NScale, Lambda, Nebius and Iren have equity ownership and preferential vendor agreements with NVIDIA
Microsoft has signed a contract and prepaid 20% of the value at Iren. NVIDIA has backed leases at both NScale and Lambda.
Google has backed both Hut8 and TeraWulf through guarantees on the lease. Amazon has guaranteed leases for Cipher.
Yet, people still believe that these companies are at risk of default simply from looking at credit default spread charts
Data Vu retweeted
Apple’s iPhone Duo preorders were an absolute disaster. That may help the iPhone 18 Pro. More in Power On: bloomberg.com/news/newslette…
Data Vu retweeted
Winston Churchill did this to Indians.
In 1943, millions of Indians died in the Bengal Famine under British colonial rule.
The famine struck at the height of WWII, and the British government was more concerned with its war effort than feeding starving Indians it considered expendable.
Winston Churchill’s government rejected repeated appeals for greater food shipments while millions starved.
Imperial priorities took precedence over the lives of the very people Britain claimed the right to govern.
Think about the obscenity of it: Britain ruled India without its people’s consent, extracted wealth from the colony, controlled its resources and policies, and then failed to protect millions facing mass starvation.
Yet Churchill is celebrated in the West as a great defender of freedom and democracy.
The Bengal Famine exposes the hypocrisy at the heart of colonialism: an empire that claimed to defend civilization while denying its colonial subjects the most basic right of all—the right to live.
You cannot claim moral greatness for defending freedom abroad while presiding over mass suffering among the people you refuse to set free.
Data Vu retweeted
You’re not gonna believe this.
5,000 stocks are down 20%+ from their 52-week highs.
And it gets crazier…
Nearly 4,000 are down 40%+.
Think about what that actually means.
While the major indices have held together, underneath the surface thousands of stocks have already been living through their own bear markets.
The index looking fine while individual stocks are getting absolutely destroyed underneath it.
Some seriously messed up shit when you actually look under the hood.
Data Vu retweeted
⚡Last week an Indian was DUCT TAPED & CHOKED by Korean immigration, that he almost passed out
Today, an Indian student was sexually assaulted by a Korean man
India is one of 🇰🇷 BIGGEST markets, it is time their Govt to act or Indians retaliate with boycotts
MAKE THIS VIRAL!
Data Vu retweeted
Breaking: U.S. billionaire George Soros is orchestrating and funding regime change operation in india.
Recent statement made by a senior leader Sam pitroda clarifies that George soros is giving 10$ billion to throw Nationalist Modi government out of power.
George soros have been accused of doing such kind of Regime change operations in other parts of world as well.
V @Globalexplainer
@RajeevRC_X @abhish18 @SabharwalAnkush @sanjeevsanyal @TVMohandasPai @NandanNilekani @VaniKola @bhash @vijayshekhar @MukeshAghi @Nithin0dha @TheNavroopSingh @GargiRawat @svembu @AshwiniVaishnaw @ARanganathan72 @niraj_shah @
Data Vu retweeted
Soros. Pakistan. Always those two.
Breaking: U.S. billionaire George Soros is orchestrating and funding regime change operation in india.
Recent statement made by a senior leader Sam pitroda clarifies that George soros is giving 10$ billion to throw Nationalist Modi government out of power.
George soros have been accused of doing such kind of Regime change operations in other parts of world as well.
V @Globalexplainer
@RajeevRC_X @abhish18 @SabharwalAnkush @sanjeevsanyal @TVMohandasPai @NandanNilekani @VaniKola @bhash @vijayshekhar @MukeshAghi @Nithin0dha @TheNavroopSingh @GargiRawat @svembu @AshwiniVaishnaw @ARanganathan72 @niraj_shah @
Data Vu retweeted
By the way, Tesla employs a lot of Indian Americans who tried really hard in school, work long hours, and make lots of money.
Including the CFO, VP of AI, and VP of supply chain.
They help build cool stuff in Texas.
It's great. 🇺🇸🇺🇸🇺🇸
Data Vu retweeted
Apple: "Demand for iPhone Duo, our first foldable iPhone, has been nothing short of extraordinary. We are working hard to get this revolutionary new product into customers' hands as quickly as possible, and we will continue accepting orders online." bloomberg.com/news/articles/…


































