April

[April @Franheaton3]

@StonkChris Thank you for the chart. It’s been too choppy lately compared to $nbis.

[April @Franheaton3]

@WallStreet0Name 如果把当前的阶段比作刚刚推开 AI 的大门，那么硬件设施的建设确实还只是前期的探索。真正的应用爆发和成熟期，往往在基础设施铺设和底层技术完善之后才会真正到来。
格林斯潘1996年12月发表了著名的“非理性繁荣”演讲，事后看当时的泡沫只是序曲。

[April @Franheaton3]

@labubu_trader @Spheniscidae007 That’s not right. CRWV’s compute is 2 to 3 times more efficient and the quality is high. And it's not easy; data centers think it's easy, but it's like driving Formula 1, it's very hard.- Gavin Baker 5/15/2026

[April @Franheaton3]

@ShanghaoJin Oracle：全年收入 ≈ 670亿美元，CapEx砸 500亿（约占营收的75%）
• CoreWeave：全年收入 ≈ 120-130亿美元，CapEx砸 310-350亿（约占营收的 2.5倍到3倍）

所以睿智的金老师，可以理解为真正破釜沉舟在monopoly 里拼一把的是CRWV?

[April @Franheaton3]

@ShanghaoJin Appreciate your insight, but Oracle’s RPO in Q3 stood at $55.3 billion, up only about $2.9 billion from the previous quarter, representing roughly 6% sequential growth.

[April @Franheaton3]

@ShanghaoJin CoreWeave’s backlog was $66.8 billion in the previous quarter (Q4 2025), and it jumped to $99.4 billion in Q1 2026. That means they added more than $30 billion in backlog in just one quarter, representing nearly 50% sequential growth.

[April @Franheaton3]

@SenWarren He earned it and he deserved it. Would rather let Elon keep it than let you waste it.

[April @Franheaton3]

@GavinNewsom Can you lower California tax and cut spending after you condemn?

[April @Franheaton3]

Memories are the most crowded trade so far. But without NVIDIA, who needs nand, dram and HBM? And is it normal that $WMT should have higher PE than $Amzn, $ko than $msft?

[April @Franheaton3]

@cantonmeow A very popular opinion, crypto is repeating 2022 bear market. Not sure if history simply repeats.

[April @Franheaton3]

@StonkChris $DE is hard to hold. Four year consolidation then double
In one year. Seems like always this pattern.

[April @Franheaton3]

For anyone doubting crypto: CZ and Michael Saylor are cut from the same cloth—persistent, determined, insightful, and far from materialistic.

[CZ 🔶 BNB @cz_binance]

Great chat with @chamath! He has a way to draw you out. The 2 hours felt like 20 minutes for me. Many thanks! 🙏🙏🙏

[April @Franheaton3]

The #bitcoin bottom is IN

[April @Franheaton3]

@cantonmeow Dr. Cat, I think this sector bottomed today.

[April @Franheaton3]

With the release of the Epstein files, it is now clear that Elon Musk and Michael Saylor are among the most high-quality individuals in the world.

[April @Franheaton3]

@benjamincowen Another possible scenario, 78000-80000 then new high 130k-140k.

[April @Franheaton3]

@SpaceX @Starlink @elonmusk It’d be great if Tesla shareholders could receive a portion of SpaceX & XAi shares!

[April @Franheaton3]

@munster_gene You are the top notch, Gene!

[April @Franheaton3]

@Siemens @nvidia @Microsoft @PepsiCo @CFS_energy hello what is your QMID with IRS? for energy credit thanks

[April @Franheaton3]

@brian_armstrong ask David Sacks and Donald Jr. to help communicate with the president