Bruce 🦇🔊

Cable Guy / Amateur Photographer / Beer / Cooking / Life / Radio Friendly Unit Shifter / Crypto Enthusiast / 🖤Horror Movies 🍿

[Bruce 🦇🔊 @CableguyVR549]

@GamerJohn85 @1carolinagirl Happy Friday John, hope your weekend is great my friend!

[Ash Crypto @AshCrypto]

This is absolutely crazy.

$10,000 invested in the SpaceX funding round in October 2010 is worth $18 million today.

$10,000 invested in $BTC that same month is worth $9 BILLION today.

[Bruce 🦇🔊 @CableguyVR549]

@ffbmovienight @Tubi Happy Friday!! 🤡

[matthew sigel, recovering CFA @matthew_sigel]

Three weeks ago xAI looked like $SPCX SpaceX's biggest liability: $2.5B operating loss in Q1, $7.7B in AI capex, Grok losing ground to Claude and Gemini. Starlink was printing money and xAI was consuming it.

Then SpaceX disclosed $75B in compute contracts: Anthropic at $1.25B/month and Google at $920M/month, and the narrative flipped completely ahead of the IPO.

Google's deal has drawn some scrutiny. Anthropic locked 220k GPUs for $1.25B/month. Google is paying $920M for half that count: roughly 50% more expensive per chip. =

We think the real explanation has a few layers:

1) GPU generation. These appear to be Blackwell-era chips, not H100s. B200s on CoreWeave run $8-11/hr vs $6/hr for H100s. The gap shrinks considerably once you adjust for that.
2) Google owns ~5% of SpaceX. Any above-market rate they pay partially accrues back to them through IPO valuation.
3) Most under-reported, Google needs this capacity specifically right now. Apple's next-gen Siri reportedly runs on Apple Foundation Models hosted on Google Cloud, powered by NVIDIA B200s. That puts Google's infrastructure inside every iPhone. A capacity shortfall there would jeopardize the most important consumer AI deployment on the planet.

The 90-day termination clause after December 2026 tells you Google views this as exactly what their spokesperson called it: "bridge capacity." A tactical move to make sure they don't get caught short during the most important 18 months in the history of their cloud business.

The likely kicker: this deal probably also earns Google preferred access to whatever SpaceX builds in orbit.

[Bruce 🦇🔊 @CableguyVR549]

@LauraGregones @SawyerMerritt @SpaceX Same here, ordered 6 and got 6 🤠🚀

[Robinhood @RobinhoodApp]

Options are now rolling out for agentic trading.

Discover chains, pull quotes with full Greeks, check positions, and place or cancel orders. All through the Robinhood Trading MCP server.

[Small Cap Snipa @SmallCapSnipa]

$HUT has already landed a 15-year deal worth $7 billion with Anthropic:

• Initial phase 245 MW (15yr triple net lease)
• Total partnership target: 2.3 GW of data center infrastructure

With Anthropic signing over a dozen new LOI’s with data center developers for facility leases, don’t be surprised if Hut 8 + Fluidstack are key pieces of the mix

[Morgan Stanley @MorganStanley]

Today, @SpaceX (Nasdaq: SPCX) makes its public market debut with a $75Bn offering (pre-greenshoe) at $135 per share, marking the largest IPO in history.

Congratulations to the SpaceX team. We are honored to serve as joint lead bookrunner and sole stabilization agent.

[Bruce 🦇🔊 @CableguyVR549]

@mrcrow138 Good morning, Happy Friday ☕️

[Bruce 🦇🔊 @CableguyVR549]

@1carolinagirl Love love this movie!! 🖤🎥🍿🤠

[🕯️👻Jeanne Loves Horror👻🕯️ @1carolinagirl]

Raiders of the Lost Ark
released 45 years ago today ~ June 12th 1981🎬

[Bruce 🦇🔊 @CableguyVR549]

@BitcoinAIGuy I got a small amount of shares, will buy more if the price drops 🤠🚀

[Bruce 🦇🔊 @CableguyVR549]

@1carolinagirl You’re busy today 😂🤗🎃🧙‍♀️

[Bruce 🦇🔊 @CableguyVR549]

@Vara_Dark Nice! Great game 🖤

[Bruce 🦇🔊 @CableguyVR549]

@1carolinagirl “What’s the matter Dillon, the CIA got you pushing too many pencils”. 😂👏✏️💪

[Bruce 🦇🔊 @CableguyVR549]

@1carolinagirl Love this classic! Brilliant filming and cast! Happy Friday Jeanne!! 🤠🖤🎥🍿

[Bruce 🦇🔊 @CableguyVR549]

@crockpics We’re Ready

[Bruce 🦇🔊 @CableguyVR549]

@crockpics My Sharona of course 😎

[Bruce 🦇🔊 @CableguyVR549]

@crockpics I remember the Legs video when it came out. Classic 🎵

[Bruce 🦇🔊 @CableguyVR549]

@crockpics Watched it on the tele. Good times 😎