🎧 Music & SFX @playvariance 🏆 Co-Founder of Emmy-winning Production Studio 🎮 Credits: Valve · Nintendo · Google · Amazon · Netflix 📈 Investing & Trading
The Void
Joined March 2022
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Max Capital retweeted
Eventually, the Bottleneck Boys will realize Commodities/Metals are the last (and most important) AI bottleneck of all.
And the subsequent bull market in metals will be epic.
Max Capital retweeted
My wife when i explain to her why 35% of our net worth is in copper and uranium and other various industrial metals.
Max Capital retweeted
The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....
Max Capital retweeted
$IPI - Break $40 and its a longgggg way up to $110
Eyes are on Canada right now in the emerging markets & commodities trades, this is an interesting fit and great chart, that lower trend line is clean.
Max Capital retweeted
For all the people worrying about "AI Capex" spend with $GOOGL and $META.
Google using their OWN operating cash flow ($180B) to fund the AI buildout for TPUs, GCP, and DCs is positive.
They generated ~$165B in 2025.
Just look at what happened to $PYPL, when you only about short-term share price with buybacks.
Paypal literally issued another $6B buyback and the share price is down 20%.
Infrastructure spend to accelerate revenue like $META at trillion dollar valuations is incredibly worth.
$META literally guided 30%+ Y/Y growth.
$GOOGL guided GCP 48% Y/Y growth and Gemini user numbers skyrocketed (their main threat was ChatGPT last year).
Spending money for future return on equity delivers much more value than short-term increases on share prices.
$GOOGL reported earnings and their CapEX spend was enormous.
$175-$185 Billion vs. $120 Billion.
This is bullish for AI buildout.
Follow the money flow down to:
- $AVGO, Mediatek, $TSM (design / foundry)
- Sk hynix, Samsung, $MU, $SNDK (memory)
- $ANET, $LITE, $COHR, $VRT (network, photonics, energy)
etc. as Google said spend was: "primarily on AI infrastructure including servers, data centers and networking"
Hyperscalers from $META to $GOOGL are increasing their capex spend enormously.
This just goes to show:
AI buildout is accelerating and is funded by the most profitable companies in the world.
Long AI supply chains.
Max Capital retweeted
How she looks at you when she finds out you have your entire net worth in various commodities and Latin American equities.
Max Capital retweeted
“Dad, what was it like when stocks were valued based on fundamentals and cash flows instead of just vibes?”
Max Capital retweeted
The most “pro-crypto” presidency ever.
Every major token down since inauguration. $BTC
Max Capital retweeted
Kodo + x402 is LIVE on @base🚀
Build workflows that create for you 📈
realmstudios.gitbook.io/kodo
Learn more 👇
Max Capital retweeted
Spent days testing @kodo_ai to its absolute limits. Generated over 70 images hunting for strengths, weaknesses, edge cases, breaking points. Threw every challenging prompt at it, pushed boundaries hard.
Buckle up - this is going to be a long, example-packed breakdown thread!
