Dani

24 | SWE @ Multiple Big Tech | Tech Enthusiast | Avid Investor

[Dani @DaniDaDev]

@pdicarlotrader IREN, HOOD, INTC

[Dani @DaniDaDev]

Happy Father’s Day to all $MSFT bulls!

[Dani @DaniDaDev]

You can’t even tell Paraguay is playing with 10 players.
Just how bad is this Turkish team ?

[Dani @DaniDaDev]

Turkey World Cup team was sent off like this just to have one of the worst World Cup performances I’ve ever seen.

[Dani @DaniDaDev]

Seeing so much fud on SpaceX IPO, there is not doubt its going to be an exit on retails heads...
That being said, this IPO is going to rip faces off when it gaps up on open.

[Dani @DaniDaDev]

$NVDA CEO Jensen Huang to return over 50% of free cash flow to shareholders this year and beyond!

NVDA to $240 soon

[Dani @DaniDaDev]

Market freaking out over the same playbook over and over.

Oil's going to need to do better than $92

Buy the dip!

[Dani @DaniDaDev]

Chart like this and youre bearish? $IREN

[Jim Liu @jiahanjimliu]

$IREN: +10.87% Green Daily Candle

Strong price action on solid volume for a slightly red day for overall market.

I do not think this move is from the Dell GPUs order because that's for the Nvidia contract. Of course Nvidia would make sure they deliver GPUs that end up being use for themselves. We the Nvidia contract GPUs before even CF GPUs. Dell GPU order was likely priced in.

I think today's price action could have 3 outcomes (not in any particular order):
1. By 6/8/2026 we sign SW1 and we have a 30-40% up day. Anthropic most likely candidate as they are signing everyone and their grandma's ($AKAM) compute capacity.
2. We do not sign SW1 in June but sign Mackenzie in June and then sign SW1 in August-September. We consolidate around 60s, with deviations in the 50s or 70s until Aug/Sept when we sign SW1 and go to triple digits as long as Q2 revenue growth trends healthy.
3. Macro tanks from Iran War oil shortage and we consolidate in 40-50s until we sign SW1 and go to 70-100 as long as AI spend holds up.

[Dani @DaniDaDev]

$NVDA could cure world hunger and homelessness and it would be a blip on the bottom line!!

[Dani @DaniDaDev]

$NVDA just had $90 BILLION in sales for 1 QUARTER

That's $30 BILLION PER MONTH

[Dani @DaniDaDev]

Who’s buying this $DRAM dip?

[Dani @DaniDaDev]

Real wages just went negative for the first time since the inflation crisis.

Wage growth: 3.6%. Inflation: 3.8%.

Americans spent 3 years clawing back purchasing power. A war-driven oil shock just erased it in one print.
The Fed’s problem isn’t recession anymore. It’s stagflation.

[Dani @DaniDaDev]

When your feed is filled with $IREN fud, you know it’s a BTD opportunity.
$80+ Incoming.

[Dani @DaniDaDev]

$IREN raises $2B in convertible notes.
A lot of people see debt. I see a company that just locked in a $3.4B NVIDIA contract, has 5GW of strategic partnership capacity in the pipeline, and is using cheap capital to build infrastructure before the rest of the market wakes up.
You don’t raise $2B to play it safe. You raise $2B because you know what’s coming.

[Dani @DaniDaDev]

Every student in America using canvas running into this pleasant sight today? 🙂

[Antigen (YC F25) @antigenco]

Introducing Zag

AI review agents for iOS, iPadOS, and macOS developers.

Zag runs agents in real Apple developer environments with Apple Silicon, Xcode, simulators, and your complete toolchain.

Describe agents in TypeScript or Swift that do code review, QA, security, or App Store compliance, and run them on every PR.

[Dani @DaniDaDev]

One day we will all be Claude agents

[Dani @DaniDaDev]

Why is no one talking about Google's silent release of Web MCP?
This will move the web from being built for humans to being native for AI agents. Rather than having AI "pretend to be human" by scanning pixels and clicking buttons (which is slow and error-prone), WebMCP allows websites to provide a structured "Tool Contract" that agents can call directly.
For those who know, THIS IS A GAME CHANGER

[zach @zachleft]

what playing against a mike macdonald defense does to a mf

[Dani @DaniDaDev]

@affaan Phenomenal work