AdAstra8888

PhD. Semiconductors, AI, fitness, life extension, personal development and just love and life.

gamer.lens (🌿) Ad-astra.eth

[AdAstra8888 @Agi_Engineering]

@JohnTinsman Cost of AI datacenters would be at 80-90B if Elon didn't have that spare capacity eaten now by Anthropic and Google.

[AdAstra8888 @Agi_Engineering]

Let's of noise about $AVGO losing some Google designs... it is natural.
It could even be a good thing to allow them to execute on OpenAI chips.

[AdAstra8888 @Agi_Engineering]

@PeterSchiff 43-45k not lower

[Sam Badawi @Sam_Badawi]

Analysts are estimating continued acceleration in $MRVL revenue over the next three quarters

Revenue is expected to DOUBLE by the second half of 2027.

[AdAstra8888 @Agi_Engineering]

@benjamincowen @PeterSchiff What he said is a good proxy

[AdAstra8888 @Agi_Engineering]

@elonmusk Step 2: ship them to space

[AdAstra8888 @Agi_Engineering]

@StockSavvyShay @JRupena Or just a few weeks (re: $CRBS)

[AdAstra8888 @Agi_Engineering]

The US will be better off building AI datacenters and renting them out.

[Kalshi @Kalshi]

BREAKING: President Trump says US might buy equity stakes in AI companies

[AdAstra8888 @Agi_Engineering]

If you are a bear for the last 3 months and now running a victory lap, you should be rather ashamed of yourself as you missed 2x, 3x and now cheering on -5%...

[AdAstra8888 @Agi_Engineering]

@shub0414 Sora was officially canceled.
Perplexity still alive and well
Cursor will come back with a vengeance
Github copilot: where do you live?

[AdAstra8888 @Agi_Engineering]

2027: Nvidia
2028: Nvidia
2029: Nvidia
2030: Nvidia

[Mark Palmer @MarketPalmer_]

Most valuable company by year:

1980: IBM
1981: IBM
1982: IBM
1983: IBM
1984: IBM
1985: IBM
1986: IBM
1987: IBM
1988: Exxon
1989: Exxon
1990: Exxon
1991: Exxon
1992: Exxon
1993: Exxon
1994: Exxon
1995: General Electric
1996: General Electric
1997: General Electric
1998: General Electric
1999: Microsoft
2000: Microsoft
2001: General Electric
2002: General Electric
2003: Microsoft
2004: General Electric
2005: ExxonMobil
2006: ExxonMobil
2007: ExxonMobil
2008: ExxonMobil
2009: ExxonMobil
2010: ExxonMobil
2011: ExxonMobil
2012: Apple
2013: Apple
2014: Apple
2015: Apple
2016: Apple
2017: Apple
2018: Apple
2019: Microsoft
2020: Apple
2021: Apple
2022: Apple
2023: Apple
2024: Apple
2025: Nvidia

Is there a lesson here?

[AdAstra8888 @Agi_Engineering]

@firstadopter Kathy Wood buying on first day

[AdAstra8888 @Agi_Engineering]

Culprit found!

[Abdul @0x_Abdul]

i may have severely underestimated saylor's game

dude literally started the dot-com crash

[Shay Boloor @StockSavvyShay]

Todays one of the worst days we’ve had so far in 2026 and I’m not going to sugarcoat that.

However it’s important not to view red days as losses but see them as the tuition fee for compounding.

You have to build a process that’s stronger than your feelings.

[AdAstra8888 @Agi_Engineering]

@ColesTrades They are already there

[Polymarket @Polymarket]

JUST IN: SpaceX announces a $920 million monthly cloud compute deal with Google.

[AdAstra8888 @Agi_Engineering]

Believe.

[Chris Camillo @ChrisCamillo]

For anyone confused, the lead driver of this correction is simple:

Big Tech sees so much opportunity ahead that it’s willing to take on unprecedented leverage to capture it.

You either believe their conviction or you don’t.

[AdAstra8888 @Agi_Engineering]

@SpecialSitsNews That report was misleading if not read carefully.

[AdAstra8888 @Agi_Engineering]

There are adults in this room.

[Chris Camillo @ChrisCamillo]

Nobody wants to hear it.

This correction is needed. And healthy.

[AdAstra8888 @Agi_Engineering]

Trump trying to save the day

[zerohedge @zerohedge]

*TRUMP: IRAN SITUATION SEEMS TO BE GOING QUITE WELL

he saw the market