Oracle of Florida @FloridaMoonMan - Twitter Profile

$OCC thesis playing out. Q2 rev +26.6% YoY to $22.2M (seq +35%), gross profit +42% to $7.6M (34.2% GM). Incremental GM ~49% on the volume growth, swinging to $1.1M net income ($0.12 EPS). Backlog +82% YoY to $13.3M on data center strength.

FloridaMoonMan's tweet photo. $OCC thesis playing out.

Q2 rev +26.6% YoY to $22.2M (seq +35%), gross profit +42% to $7.6M (34.2% GM). Incremental GM ~49% on the volume growth, swinging to $1.1M net income ($0.12 EPS). Backlog +82% YoY to $13.3M on data center strength. https://t.co/VFPOpAaNhe

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Oracle of Florida @FloridaMoonMan

10 days ago

US govt will have to invest in AI labs in sovereign wealth fund in order to gain societal buy-in and as form of aligned interests to achieve AGI. We will remove income tax altogether while at it.

Oracle of Florida @FloridaMoonMan

4 months ago

The US gov’t will have to print money and invest in ai labs / hyperscalers with equity going to sovereign wealth fund to prop up the market here. A different form of credit crunch. If not, the job loss from AI will be pulled forward and even more disruptive.

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Oracle of Florida @FloridaMoonMan

14 days ago

@brandonjcarl Input costs are the wrong denominator. VR200 rack BOM may be +95% vs GB300, but scale by output: $/FP4 inference PFLOP/s is ~22% lower, dense FP4 training ~16% lower, FP8/FP6 training ~44% lower, HBM BW ~29% lower. AI cost curve is $/token, not $/rack.

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Oracle of Florida @FloridaMoonMan

19 days ago

@ContrarianCurse Noticed Claude prices on sonnet increased. Old models increasing once workflows stable.

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FloridaMoonMan retweeted

Pope Leo XIV

@Pontifex

23 days ago

Humanity, created by God in all its grandeur, is today facing a pivotal choice: either to construct a new Tower of Babel or to build the city in which God and humanity dwell together. In Jesus Christ, this humanity in its grandeur becomes the Way, the Truth and the Life, opening the path for each of us to grow toward fullness. #MagnificaHumanitas https://t.co/6i9MWs6LJl

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Oracle of Florida @FloridaMoonMan

25 days ago

@zoomerfied @pandoshi Need more time to accumulate

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Oracle of Florida @FloridaMoonMan

28 days ago

Bond market beginning to price in reduced payroll taxes and increased gov’t transfer payments. Energy shock and capex demands of AI not helping either…

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Oracle of Florida @FloridaMoonMan

28 days ago

@bosmeny @ycombinator @sama @dflieb Compute is the new currency. Brilliant move

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Oracle of Florida @FloridaMoonMan

29 days ago

👀 Physical AI is moving from labs to real stores - and Radar is making it happen at scale. Their platform uses overhead RFID sensors + AI to create live, geospatial maps of physical inventory inside stores. Near real-time location tracking with 99%+ accuracy and a few feet of precision. It turns traditional retail from a data blind spot into something closer to the visibility and responsiveness we expect online. The underlying capability — persistent, accurate sensing of tagged physical objects in complex environments — has much wider potential for supply chains, warehouses, and beyond. A solid step toward treating the physical world with the same intelligence we apply to digital.

Spencer Hewett

@SpencerHewett

29 days ago

Today, RADAR announced a $170 million Series B, bringing our valuation to more than $1 billion. We believe Physical AI can transform the 80% of global commerce that still happens in stores. Retailers lose an estimated $1 trillion each year because their stores lack real-time visibility into what they have and where it is. RADAR is helping close that gap with 99% item-level inventory accuracy in real time, already deployed in more than 1,400 stores with leading retailers including American Eagle Outfitters and Gap Inc. brands such as Old Navy. We are just getting started. A big thank you to our investors, including @nimble_partners, @gideonstrategic, @AlignVentures, @sound_ventures_, @ycombinator, our customers, including @AEO and @Gap Inc., @OldNavy and the entire RADAR team for helping bring us to this moment.