Foreign Investor

Engineer, Fitness, Coffee, Stocks, & Ethereum.

[Foreign Investor @ForeignInvesto4]

@WisemanCap Casually only 70% LMAO

[Foreign Investor @ForeignInvesto4]

@WisemanCap Details LMAO

[Foreign Investor @ForeignInvesto4]

@amitisinvesting Corruption in the open

[Foreign Investor @ForeignInvesto4]

@WisemanCap @amitisinvesting the base revenue will be much larger, they're also not including any potential revenue from HBF.

[Foreign Investor @ForeignInvesto4]

@WisemanCap @amitisinvesting it's for FY2028–FY2030

[Foreign Investor @ForeignInvesto4]

@michaeljburry You okay?

[Foreign Investor @ForeignInvesto4]

@amitisinvesting He’s desperate

[Foreign Investor @ForeignInvesto4]

@anandragn That was a soft beat at best

[Foreign Investor @ForeignInvesto4]

@WisemanCap Very soft beat

[Foreign Investor @ForeignInvesto4]

@JonahLupton I’m a coffee addict and i enjoy the coffee taste.

[Foreign Investor @ForeignInvesto4]

@michaeljburry Get a life

[Foreign Investor @ForeignInvesto4]

@KrisPatel99 Still salty from Capex increases across the board?

[Foreign Investor @ForeignInvesto4]

@amitisinvesting And yet, this is legal LMAO

[Foreign Investor @ForeignInvesto4]

@KrisPatel99 You just cant stop twisting shit up

[Foreign Investor @ForeignInvesto4]

@FunOfInvesting It’s been like that for days😂

[Foreign Investor @ForeignInvesto4]

@KrisPatel99 Delete this nonsense, meta raised by $10B this year and msft will announce the capex number on the call

[Foreign Investor @ForeignInvesto4]

@WisemanCap You wish Lol

[Beth Kindig @Beth_Kindig]

In 2028, Morgan Stanley estimates Big Tech capex will rise just 11% to $1.29 trillion, with Meta the only of the four to spend less than $300 billion.

$GOOG $META $MSFT $AMZN

[Kimi.ai @Kimi_Moonshot]

Kimi K3 has received far more love than we expected, and our GPUs are feeling it.

Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected.

We're adding capacity as fast as we can and will reopen new subscription spots in batches.

Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable.

Thank you for your patience and understanding!

[SemiAnalysis @SemiAnalysis_]

Similar to the panic over DeepSeek R1, some uneducated people think Kimi K3’s use of linear attention (KDA) is bad for NVIDIA, HBM, DRAM, and networking because it has relatively lower KV-cache requirements. The opposite is true, and we explain why below. 👇️ 1/8🧵