Melee Build

Video Games, Options Trading, Anime, Movies, and Soccer. On a journey to be green in the stock market and recover years of losses. Join me.

[Melee Build @BuildMelee]

@TheRealBirnbaum @amitisinvesting The same happened to me with @The_RockTrading. Didn’t even know he knew I existed.

[Melee Build @BuildMelee]

@MarioNawfal Only took weeks of attacks in Saudi Arabia Arabia for this pact to even move a bit. I wonder how useful it is.

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Why does $PANW have PE ratio of 947 and is up 106% YTD? 947 is crazy PE ratio!

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@AISavvyCapital Excuse me. Don’t try to include $IREN. He is fighting $CRWV and $NBIS 😅 jk

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@b1rkh0ff I do think a lot of the AI debt won’t be recovered. So I agree. But his timing is brutal.

[Melee Build @BuildMelee]

@b1rkh0ff I think he is just trying to pump SpaceX and kill the competition.

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@alphaticaio Cannot be just share his Robinhood social account? This would verify everything

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@ShaneStoffer @Mr_Derivatives It’s much easier than this to prove. Share the trades on Robinhood social, then everyone can see it’s real @alphaticaio

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@Munchensenton @GravityRsch @ZeeContrarian1 @elonmusk @chamath 💯

[Melee Build @BuildMelee]

@bigthumbsupdude @aleabitoreddit True. And I agree with him. But you cannot ignore the timing. He knew this months ago but decided to post publicly now to beat their stocks more down. Smart play, but slightly evil. That’s all. But I do agree that most AI debt won’t be recovered.

[Melee Build @BuildMelee]

It could be. But his profitability is not with Grok or the data center part of SpaceX, it’s starlink that is profitable. Just to be clear. SpaceX is doing this the right away. It uses its profitability to build its data center business which is why it is a much better company than Coreweave or Nebius. My comment was mainly against the claim that they beat OpenAI. That part is definitely not true.

[Melee Build @BuildMelee]

@cocoleenftw @b1rkh0ff I honestly thought the same until he replied that SpaceX won’t buy any of them. I think he doesn’t need to buy them, he just need to get their contracts.

[Melee Build @BuildMelee]

Jack only follows 3 people. Interesting list…

[jack @jack]

there is no moat

[Melee Build @BuildMelee]

@GravityRsch @ZeeContrarian1 @elonmusk @chamath Only unsuccessfully, ChatGPT is so much better than Grok

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@C01223087 @Ozzwick That’s what hurts the most!

[Melee Build @BuildMelee]

We went from “data centers in space soon” to “data centers on Earth not even viable” real fast!

[Elon Musk @elonmusk]

Pretty much.

As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.

SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.

That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

[Melee Build @BuildMelee]

@Mr_Derivatives Given that there were no strikes over the weekend, it would be hard to think we don’t have a green day tomorrow.

[Melee Build @BuildMelee]

@JonahLupton Exactly this! I wonder how his comments affects his relationship with Nvdia given that Coreweave is their largest holding.