400k Investment Project

Investor time-stamping my portfolio moves on Savvytrader. Falcon Heavy up +1014%, Falcon 9 up +501%, Stairway to Heaven up +462%.

[400k Investment Project @400kProject]

“ToNewHighs” for 40% off the Falcon 9 Portfolio on Savvytrader. Up a cool 550% now.
Portfolio link: https://t.co/VdjZBwk59m

[400k Investment Project @400kProject]

@johhnyWalkerAZ Rich valuation but yes, it’s good.

[400k Investment Project @400kProject]

@AlderLaneEggs @glasshouse_ca Marc, no disrespect… but you’re a sharp guy how come you keep getting long such… 💩 companies… $GLAS $BYON $ENVX etc. what’s going on??

[400k Investment Project @400kProject]

Truth. Bullish.

[Geiger Capital @Geiger_Capital]

"A rate hike is no longer certain. We didn’t foresee Jensen having multiple side chicks."

[400k Investment Project @400kProject]

@Cluster_6 “Make daddy Donald proud” 😂

[400k Investment Project @400kProject]

AI is getting out of control. Look at what you’ve enabled Jensen.

[MOM @mom_agency_]

If you’re going to pop the AI bubble, do it with style baby

[400k Investment Project @400kProject]

@Cluster_6 It does… It feels like X has been overrun lately with “people” trying to push an AI doomer / bubble narrative too. Seems out of balance… 🧐

[400k Investment Project @400kProject]

This market is rather annoying. Pump.. fade, pump, fade. Iran, Jensen, Jensen…

[400k Investment Project @400kProject]

@KobeissiLetter So you’re telling me there IS demand?? Or is the AI boom over… while china is still trying to get our GPUs… so hard to follow which it is??

[400k Investment Project @400kProject]

@SnoopyOffGrid @rdd147 And they have a lot of short term compute to sell to take advantage of record pricing… unlike coreweave or nscale etc

[400k Investment Project @400kProject]

@SnoopyOffGrid @rdd147 Iren isn’t a part of that. They’re debt is due 4+ years from now and they’re customers are Microsoft etc

[400k Investment Project @400kProject]

@kremsnite You can just buy $EOSE now, you don’t have to wait until it’s $85 you know.

[400k Investment Project @400kProject]

@SimplyGregster And you still have to drive it yourself. Fail.

[400k Investment Project @400kProject]

The hyperscalers are making their own capital allocation and funding decisions that they will have to answer to down the line. Everyone thought Amazon was nuts while it lost money for a decade+ reinvesting in its own infrastructure. Let’s let Andy Jassy run Amazon instead of screaming fire from the side lines, okay? Ffs

[400k Investment Project @400kProject]

@OBGInvestments @Zerosumgame33 is short so making sure he burns anyone that’s followed him 👌

[400k Investment Project @400kProject]

@elonmusk has been talking his book as he does…

[Jim Liu @jiahanjimliu]

$SPCX: The Signal For No Compute Glut

If you look at what Elon is doing: committing to 10GW of buildout next year and signing everything he has on short term deals indicates he doesn't believe there will be a compute glut next year.

Otherwise, why would @elonmusk be committing so much Capex and tie $SPCX up to financing most of the 10GW of terrestrial BTM sites if he doesn't believe $SPCX can monetize it attractively.

There is no reason Elon sign short term deals with everyone if he knows he is bringing 10GW to market next year unless he believes there will be a shortage after he brings 10GW online.

[400k Investment Project @400kProject]

@teslaownersSV Going to be great unless AI4 doesn’t get us to unsupervised…. Like HW3…

[LMC @Browpeak]

$EOSE
Joe alluded on multiple occasions to 3.5GWh of near term opportunities.
Specifically referring to the next 4-5weeks.

“We're currently working 3.5 gigawatt hours of late-stage opportunity more than today's entire backlog. More than half is waiting on financing, the rest is in contract negotiations”

Joe on 27 “We've got near-term deals here that we'll know a lot more on here in the next 4 to 5 weeks that are going to determine what that looks like.”

These ops are Currently in the financing stage and contract negotiations.

Now I don’t know exactly what these projects are. Whether they’re FPUSA related, independent developers or state related.

But I am going to assume that they’re serious ops.
This would mean they are obviously happy with the tech and the data they have seen. Otherwise they would be at the financing stage or in negotiations.

I believe that delays in these ops are also the reason line 1 was moved earlier than previously thought.

Another point is that the spotlight is definitely on Joe. Given the leadership change at $flnc it’s clear that C suite can be on the chopping block for underperforming.

Given the history of setting expectations and not meeting them I find it interesting that Joe would kind of push this kind of rhetoric a few times within the call.
It only sets investors up for disappointment if nothing eventuates.

No doubt this is another significant piece of the puzzle and I don't want to be entering 2027 with ~$650m in backlog.

[400k Investment Project @400kProject]

@TheCoinCollect8 @enzoythefuture You supposedly also work at a leading lab but you spend all of your time spreading fear and doom on X? Strange. You’d think you’d have better things to do. 🤷‍♂️