EllioTrades

Seeking truth with convexity

Building @superverse @blackholedex @supernovadex

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[EllioTrades @elliotrades]

The US government is spending $7.6 trillion on AI infrastructure by 2031.

Microsoft has $80 BILLION in unfulfilled Azure orders... NOT because of demand, but because they simply CANNOT get enough GPUs, power, or land.

GPUs have a 36-52 week lead time. Blackwell is sold out through mid-2027. TSMC's 3nm wafers have demand exceeding capacity by 3x.

The hyperscalers can't build fast enough.

Enter the NEOCLOUDS. Pure-play AI cloud providers that do ONE thing, and one thing ONLY: rent GPUs.

The neocloud market went from $0 to $25 billion revenue in just 3 years. It's projected to hit $400 billion by 2031.

The biggest question is this: WILL THOSE PREDICTIONS ACTUALLY COME TRUE?

If so, this industry is set to explode.
If not, it may crumble.

Three companies are leading the charge:
$NBIS
$IREN
$CRWV

Along with a slew of small and microcaps:
$BRUN
$WYFI
$SHAZ
and more...

This is the biggest infrastructure buildout since the internet itself.

The last time we saw spending at this scale, it created Amazon, Google, and Meta.

This is the infrastructure layer of the AI revolution. Don't sleep on it.

Timestamps:
0:00 Intro
0:40 The Black Swan
1:20 What is a Neocloud
3:40 Iren Overview
7:15 Nebius Overview
10:22 Corweave Overview
11:26 The Small Fish
12:47 The Black Swan That Wasn't
16:58 Final Thoughts

[EllioTrades @elliotrades]

@Quanterty Nasdaq to Ibiza pipeline is crazy

[EllioTrades @elliotrades]

@Tradermayne 🐐

[EllioTrades @elliotrades]

This explained the Pelosi multi million $ insider $INTC buy

Bullish af INTEL

The market simply punishing all AI names indiscriminately

[Jukan @jukan05]

WSJ: Apple secured an exemption from semiconductor tariffs in exchange for committing to use Intel’s fabs.

WSJ: Apple will manufacture not only Mac chips but also iPhone chips at Intel.

$AAPL $INTC

[TT3 @TradingThomas3]

Please see schedule times of when it will be open and closed

[EllioTrades @elliotrades]

WTF IS GOING ON HERE

If you've been to Paris you've probably seen hundreds of people waiting in line to eat here for HOURS right off the main blvd in Champs

Every single day!

After several trips my wife and I finally caved "let's just wait, it must be insane"

Mind you, I LOVE steak and fries. I adore steak tartar, I eat anything beef.

When I tell you it was not just bad but one I'd the WORST things I've ever eaten.

There was no flavor, the meat was cooked terribly, the special sauce was heinous.

It was inedible.

We refused our second portion, paid and got the best Chinese food in the world around the corner at Diep IYKYK

I will never in a thousand lifetimes understand the hype around this spot

[France Safety Travel @francesafetytra]

Le Relais de l'Entrecôte, on a quiet street in Saint-Germain-des-Prés, does not hand you a menu. There is nothing to choose. You sit down, and they bring you a green salad with walnuts, then steak and fries covered in a sauce whose exact recipe has stayed a secret for more than 60 years.

The cut is called entrecôte, but it is really the same cut Americans would recognize as a New York strip steak, sliced thin and cooked fast.

The sauce itself started in Geneva in the 1940s, at a small restaurant called Café de Paris. A French wine producer named Paul Gineste de Saurs brought his own version of it to this street in 1959, mainly as a way to get people to try his family's wine. The wine was forgotten. The sauce was not.

When Gineste de Saurs died in 1966, his children divided the business into three separate restaurant groups, each still serving its own version of that same green sauce and refusing to say exactly what is in it.

There is also no need to ask for seconds. Finish your plate and another round of steak and fries appears, still no extra charge, until you tell them to stop.

The Saint-Germain location is the oldest one still carrying the Relais de l'Entrecôte name, and the format has not changed since it opened: one starter, one main, a short dessert list, that is the entire menu.

[EllioTrades @elliotrades]

@CampioneStephen I'd love that

[EllioTrades @elliotrades]

The biggest learning from last cycle was expecing a full scale "Bull Market" to hit

This really just meant normie liqiudity flooding crypto

That never happened

Instead I think it's key to simply identify "bullish windows"

play them as individual trades with no expectation of normies rushing in at some magic moment

[EllioTrades @elliotrades]

@_digitalsoy Stocks have been up only

It's a crypto problem

[EllioTrades @elliotrades]

@_digitalsoy It's not trumps fault that the industry hasn't given people a real reason to stay here

With shrining liquidity the market becomes a pvp shark tank

We simply need to do better or accept a back seat to other markets like Ai and robotics

[EllioTrades @elliotrades]

@VinPanett @ZssBecker Re read my tweet??

[EllioTrades @elliotrades]

@sjdedic drop some tickers / projects

I think people are tired of the generic but always interested in the specific

[EllioTrades @elliotrades]

@newmoney2024 i actually own this too, but I just have nightmares about the meme dreams of last cycle

[EllioTrades @elliotrades]

Wait up babe

they're writing novels about how meme coins that already went 100X are going to go 100X again

[100x @100xgemfinder]

Jeff Bezos once said:

“Given a 10% chance of a 100x payoff, you should take that bet every time.”

I believe Cashcat is the highest-upside memecoin to launch in the last 4+ years with a legitimate path to a $50 billion+ market cap.

$153M market cap right now (326x to hit $50 billion)

We saw GameStop hit an all time high of $33.7 billion as a result of Robinhood and Wallstreetbets.

If I’m right, this is exactly the type of asymmetric bet Bezos was talking about and it’s in plain sight.

[EllioTrades @elliotrades]

@ChrisCamillo 🐐🐐🐐

[EllioTrades @elliotrades]

@MoneyPrinter0x Threads on tools / stacks you like would be nice

For onchain or stocks both would be interesting MP

[EllioTrades @elliotrades]

@TheCryptoNexus Fucked up im gonna get doxxed

[Mayne @Tradermayne]

New episode of the @OrderBookShow is up

AI Drained Crypto — Is It Reversing? (ft. @elliotrades)

00:00 Intro
4:10 Stream Starts
5:10 Ellio Trades Joins
12:00 Do you think the 4 year cycle carries on?
17:00 Is Michael Saylor a net negative for the space?
23:00 Ellio’s journey to become more of a trader
26:00 Is the Ai trade still going?
30:15 Memecoins this cycle vs 2017
32:00 Ellio on being a founder
37:00 Mayne on being a founder
46:45 What is Ellio trading now?
50:00 Dell trade
56:15 Ai NEOCLOUDS
1:07:30 Is there enough money in the system to hold up the valuations?
1:15:30 Next gen Robots
1:31:00 Ellios Ai Future hot take
1:39:00 Big Final Predictions for this year
1:48:00 Who does Ellio have on the World Cup Winning?

[EllioTrades @elliotrades]

MAYNE AND I ARE LIVE NOW

https://t.co/97248JioST

[EllioTrades @elliotrades]

This is THE most eventful week in crypto this year

Crypto is trying to catch it's first rotation from the AI trade

Meanwhile Bitcoin is trying its best to put in a bottom for the cycle

And out of nowhere Vlad from RobinHood has chosen to ignite some radical degeneracy on their new chain

So yeah watch me and Mayne discuss our back pain and arthritis LIVE NOW

[Mayne @Tradermayne]

Going live on the @OrderBookShow with @elliotrades!

Come hang

https://t.co/Qb7UN9FngO

[EllioTrades @elliotrades]

I thought it would hit $1000 in the bull it didn't even hit $500

Moon targets were depending on onchain bets exploding and adding another $300-700 per share

Got a decent win as I started buying at $60 but man oh man they underperformed with the rest of the space ofc

HOOD seems way ahead rn

[EllioTrades @elliotrades]

$COIN is down 65% from ATH
$HOOD is up 79% from the lows and gunning for new highs

RobinHood Chain is thriving with new life, apps and energy

Base is dying and rudderless

Bryan Armstrong is allergic to engaging with community

@vladtenev followed the leading meme coins on day one and knows cults like $GME are the backbone of his retail business

I can't help but feel that Coinbase is looking at a truly hellish path of losing their CEX biz and Chain biz at the same time

While RobinHood looks to eat the everything app cake and have it too

[Vlad Tenev @vladtenev]

Robinhood Summer is here ☀️