Vanessa M

Data geek, music fan, AI enthusiast. 20+yrs of trading, 30+yrs b2b, semicon industry subject matter expert back in the day. I check facts.

[Vanessa M @GarfyGarfield]

I have a thousand filings showing Fidelity dumping SanDisk, stored on SanDisk flash. Irony at its best $SNDK

[Vanessa M @GarfyGarfield]

@TradexWhisperer apparently he thinks in 6 dimensions and has unlimited amount of money. so why not throw it out of the window!

[Vanessa M @GarfyGarfield]

@ThePoliteG ok bullish then

[Vanessa M @GarfyGarfield]

@amitisinvesting Looks like he will be adding for another 2yrs

[Vanessa M @GarfyGarfield]

@Ainvest_Wire Too funny

[Jonah Lupton @JonahLupton]

Let me get this straight… 7 of the biggest, smartest and most powerful companies in the world are coming together to finance $500 billion of ai infrastructure and some of you are bearish 🤣

cc:
Nvidia
Blackrock
Apollo
Goldman Sachs
KKR
Blackstone
Brookfield

This is just the beginning… get ready for trillions of ai infrastructure spending over the next 5-10 years.

Jassy says AWS is going to $1+ trillion in revs.

Ben Horowitz says we’re only at 3% penetration.

Robots and robotaxis aren’t even here yet.

Hyperscalers are growing ~50% and telling us that breakeven on capex is 3 years or less.

Hyperscalers are under-earning by 50% or more.

Lots of contracts that were signed 2-3 years ago are about to renew at much higher prices with much higher EBIT margins.

Wait until we see the productivity gains, margin expansion and EPS acceleration.

I’m glad lots of people are still bearish… if everyone was already bullish we’d have no new buyers 😎

[Vanessa M @GarfyGarfield]

@Polymarket Upgrade the intern doing the posts for the life of god

[Vanessa M @GarfyGarfield]

@Kalshi China is not awesome only for people that never been to China.

[Vanessa M @GarfyGarfield]

@TheOvermanEthos Platitudes are wonderful

[Vanessa M @GarfyGarfield]

@Tim_Denning One can only hope.

[Vanessa M @GarfyGarfield]

@WillibyHaruum @ZaStocks No, retail stupidity will outpace their greed.

[Vanessa M @GarfyGarfield]

@ZaStocks But bros on X trading from their parents basements are market geniuses!

[Vanessa M @GarfyGarfield]

@gimme_the_facts @StockSavvyShay @fiscal_ai Or will it

[Vanessa M @GarfyGarfield]

@AverageTrader_I @amitisinvesting They announce partnerships non stop. Thats why

[Vanessa M @GarfyGarfield]

@RJCcapital Whats the most obvious 2x?

[Vanessa M @GarfyGarfield]

@StockOptionCole @RJCcapital 😂 2x hopefully maybe. 10x never

[Vanessa M @GarfyGarfield]

@TheSavvyCouple Hot take. People can do whatevet they want.

[Vanessa M @GarfyGarfield]

@SelfMadeMastery Pff ridiculous

[Vanessa M @GarfyGarfield]

@Polymarket OMG what can go wrong.

[Vanessa M @GarfyGarfield]

@imjeremytho @unusual_whales “Higher up” aka bosses of middle management. Statement remains the same. Lame leadership is the reason good people leave.