Brian Nelson

[Brian Nelson @Binki_PSM]

@moongrove92 @kakashiii111 You don't know how Zuck is defining margins

[Brian Nelson @Binki_PSM]

@zerohedge It's hilarious that semis have been ripping for the past week. This is literally the worst thing for them. If there is a price war then who will have the cash to buy chips

[Brian Nelson @Binki_PSM]

@jimcramer Just don't pretend your a fundamental investor because all the news that came out this week would suggest semis should be 30% lower

[Brian Nelson @Binki_PSM]

@kakashiii111 Baffling the market is interpreting this as bullish for semis. Price war kills capex

[Brian Nelson @Binki_PSM]

@ZaStocks Meanwhile every bull ignores that the hyperscalers are making their own chips which proves these chips are commodities. But yes keep buying semis trading at +20x P/S

[Brian Nelson @Binki_PSM]

@danielnewmanUV LOL the evolution of the bull case is mind blowing. $META proving these chips are a commodity by building their own and becoming another supplier (internal) highlights the impending implosion of this industry

[Brian Nelson @Binki_PSM]

@MartinShkreli Meanwhile GPUs selling at massive premiums to the same hyperscalers facing increasing downward pressure on their ASPs. Sounds like an awesome business model

[Brian Nelson @Binki_PSM]

@MartinShkreli Cool you shouldn't be trading / giving out stock advice if you don't know how options work. Still funny though how you think it's not a bubble. Hyperscalers selling a commodity product that cant turn a profit, while China models apply price pressure.

[Brian Nelson @Binki_PSM]

@MartinShkreli Add in that the majority of the move has been fueled by one major gamma squeeze further highlights how this is a bubble. Within one year you will be proven wrong, and I hope you dont try to delete your tweets

[Brian Nelson @Binki_PSM]

@MartinShkreli LOL this is a massive bubble (can still go higher). Saying it isn't and calling everyone names makes you look like an idiot. Companies selling shovels at +20x P/S with ~80% margins is the definition of a bubble. Also a trademark of every semi boom and bust in history

[Brian Nelson @Binki_PSM]

@munster_gene The number of souls this dude is going to trap in bubble stocks will be epic. He thinks capex by the hyperscalers is sustainable LOL

[Brian Nelson @Binki_PSM]

@DudeWhoInvests LOL because they aret making any money anymore. All that FCF has evaporated. All they need to do is cut capex

[Brian Nelson @Binki_PSM]

@SixSigmaCapital All they need to do is cut capex which would then trickle down to memory costs

[Brian Nelson @Binki_PSM]

@danielnewmanUV Bookmarked. Don't delete this tweet when you proven wrong next year. Memory is a commodity and in one way or the other ASPs will plunge (over supply or demand destruction)

[Brian Nelson @Binki_PSM]

@StockMarketNerd I don' think 2027 capex will materialize if hyperscalers continue to languish from a stock price perspective. Look at $META or $MSFT for example. Soon there will be a shareholder revolt

[Brian Nelson @Binki_PSM]

@zerohedge He's created the largest bubble in history and will likely cause a Great Depression. Everyone's retirement funds now hold AI capex related names.

[Brian Nelson @Binki_PSM]

@zerohedge No one is talking about everyone's retirement accounts being massively levered to AI capex via a gamma squeeze. At what point is this a crime

[Brian Nelson @Binki_PSM]

@DougCli13776839 @Mr_Derivatives In the short-term but in the end, he will cause the collapse of the largest bubble in history. Eventually liquidity will go poof when AI debt collapses

[Brian Nelson @Binki_PSM]

@StockMarketNerd LOL they really aren't. They are dumping over $100B in capex a year and not remotely making it back on related revenue. All their FCF is gone, so the multiple you sight is pure fiction (not to mention it's based on sell-side estimates)