Quiet🅰️lpha

🌍🌟 I break down markets simply

[NomadBets @NomadBets]

$ASTS $SPCX
SpaceX bought 2x7 MHz of spectrum for $8b. The next 24 hours SpaceX gained $19b in market cap and AST,TMUS,AT&T and Verizon lost a combined $64b in value. It is as dumb as it sounds. And you're going to feel EVEN DUMBER if you actually bother tracking what that means in the D2D "spectrum wars".
It just shows the market is a headline-hunting headless chicken and we're taken for a run with it.

[RamenPanda @IamRamenPanda]

在四维空间里俯视三维宇宙，你的宇宙就像一个巨大的全息投影砖块一样，过去、现在、未来，所有的时刻都同时固定并存在着。四维世界的生物想看哪一帧就看哪一帧

三位世界里的人类的大脑受限于生物记忆和熵增定律，只能按顺序体验事件，从而觉得时间在流动。实际上没有时间，过去、现在、未来，它们只是这个四维全息投影大砖块不同坐标位置展示出的一帧画面

[Nebius @nebiusai]

We are partnering with Palantir to bring trusted AI cloud infrastructure to Palantir’s commercial customers.

Palantir has named Nebius its preferred sovereign AI infrastructure partner.

Nebius compute and inference endpoints will run inside the Palantir enterprise perimeter – giving customers control over their compute, data, and models.

The partnership is based on a shared vision that open models, continually adapted using customers’ own data, can deliver better domain-specific intelligence while improving control and security.

Read the full press release: https://t.co/OxFxKSOrqr

[Quiet🅰️lpha @0x_smbd]

@aleabitoreddit

[Burak Finance @burak_finance]

5 Reasons to Short $NBIS

• Goldman just increased to 10.5%
• Nvidia already owns nearly 10%
• $46B in multi year contracts
• Q1 revenue up 684%
• Guiding $7-9B ARR by year end

Clearly the smartest thing to do.

[Quiet🅰️lpha @0x_smbd]

@wallstreetbets

[Quiet🅰️lpha @0x_smbd]

@leopoldasch save $NBIS Leo!

[Babyfolio @babyfolio]

Michael Burry is short $NBIS.

Alright @Citadel, you know what to do.

[Jim Liu @jiahanjimliu]

$NBIS: Upcoming ~$33B Contract for Missouri

Was talking to a big Neocloud whale and he said that $NBIS is in late stage discussions for a $33B 5-year bare metal contract with Google/Meta for its Independence, Missouri Datacenter. He is pretty credible.

$IREN investors, fear not, the whale’s biggest position is $IREN. By not needing to buy BE Fuel Cells for time to power at multiple sites, IREN will be the most profitable by far. 2.6B for 250MW over 10 years is essentially 5.2B for 250MW over 20 years. That’s 20.8m/MW or more than the rate of a SOTA liquid cooled DC. That’s not including LNG as none of Nebius’s sites sit on natural gas pipelines.

[Abel Avellan @AbelAvellan]

Successful launch… again!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 🚀🚀 🚀

Our DC team in full comms with BlueBirds 11, 12, and 13 within minutes, and just confirmed full Nominal Operations.

BlueBirds 14, 15, and 16 to follow soon after, with production underway in Texas through spacecraft 42.

We now have ~20,000 sq ft of combined aperture hardware in Space! Bigger is better and we have the biggest!!!

Beta service around the corner! 🤠 🇺🇸🌎📶📱

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces Launch Date for BlueBird Satellites 11, 12, and 13

https://t.co/YZ7bKr5PJr

[Quiet🅰️lpha @0x_smbd]

@MMatters22596 Could you please short $ASTS I beg you please 🙏

[Abel Avellan @AbelAvellan]

BlueBirds 8, 9, and 10 are now fully deployed to their full size, each the world's largest communications arrays operating in Low Earth Orbit.

We invented a new way to design, manufacture at scale, deploy, and fly lightweight composite stackable architecture combined, with the world's largest and most advanced direct- to-device and radar phased-array with the ability to launch them in groups of 3, 5, 6, or 8 on a single launch.

Our BlueBird platform brings together high-performance space-based cellular broadband with peak data rates approaching 200 Mbps, space AI edge computing, and many mission-critical government applications, all on one platform where the largest-ever size matters!

BlueBirds 11, 12 and 13 are already at the Cape preparing for their imminent launch. BlueBirds 14, 15 and 16 are right behind them. Production has already moved through satellite 42.

All of this is happening in Texas. 🤠🇺🇸📶🌎📱

[Quiet🅰️lpha @0x_smbd]

@StockSavvyShay 🤣 you know what is D2D?? Your post show you such a low intelligence person

[Quiet🅰️lpha @0x_smbd]

@Funmentalist Fundamentalist look at chart?????🤣

[Quiet🅰️lpha @0x_smbd]

@LuckyStuey 😂😂😂 your post has become jokes in Chinese communities, they analyse all your tweets, and now you become the inverse indicator in one their list

[Theodorus The Atheist @TheodorusAtheos]

$ASTS Institutional ownership.

[Andreas Steno Larsen @AndreasSteno]

“China is leading the AI race”

Hahahahahahahaha

[Quiet🅰️lpha @0x_smbd]

@WallStRanger101 这两位 Youtuber 就是为了培养接盘侠

[Quiet🅰️lpha @0x_smbd]

@Balder13946731 市场会教训这群空头