Curious Eve @HelloCuriousEve - Twitter Profile

Curious Eve

@HelloCuriousEve

3 days ago

$mrna to the moon! https://t.co/uGoRUvO4L2

Curious Eve

@HelloCuriousEve

about 1 month ago

long $MRNA Bullish chart

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Curious Eve

@HelloCuriousEve

5 days ago

Jensen + 6 major financial institutions building an AI infra financing platform isn't just "another Nvidia deal" — it's a liquidity injection for the neoclouds. Give the small/mid GPU clouds access to cheap capital → they buy more NVDA silicon → they can actually compete with the hyperscalers on compute supply long-term. Net effect: Bearish for Big Tech (more competition for their AI infra moat) Bullish for AI infra & semis (more buyers, more capacity, more GPU demand across the board) #smh #nvda

HelloCuriousEve's tweet photo. Jensen + 6 major financial institutions building an AI infra financing platform isn't just "another Nvidia deal" — it's a liquidity injection for the neoclouds.

Give the small/mid GPU clouds access to cheap capital → they buy more NVDA silicon → they can actually compete with the hyperscalers on compute supply long-term.

Net effect:
Bearish for Big Tech (more competition for their AI infra moat)
Bullish for AI infra & semis (more buyers, more capacity, more GPU demand across the board)
#smh #nvda

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Curious Eve

@HelloCuriousEve

5 days ago

#NVDA CPO Supply chain! #glw #lite #cohr

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Curious Eve

@HelloCuriousEve

5 days ago

US Treasury TGA Balance projection. TGA up = liquidity drain, TGA down = liquidity release #TGA #treasury #BTC

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Curious Eve

@HelloCuriousEve

6 days ago

Deflation Watch — 3 layers of evidence Headline: US July CPI +0.07% m/m (vs 0.12% exp.), 3.30% y/y — below forecast. Core CPI +0.22% m/m, 2.47% y/y — both the lowest since March 2021. Peeling back the layers: 1️⃣ Shelter: rent +0.14% m/m, soft for a 2nd straight month. Y/y at 3.15%, closing in on pre-pandemic trend — path points toward 2%. 2️⃣ Non-housing services: +0.16% m/m, 2.46% y/y — also back on pre-pandemic track, right in line with consensus. 3️⃣ Core goods (the market's main worry): +0.20% m/m, the biggest jump since tariff rates peaked in Q3 last year. But PPI core consumer goods prices are capped at the upper end of the 2010s deflationary range, y/y still just 0.78% — not accelerating. Add fading tariff-rebate effects and disinflationary pass-through from China's PPI, and the case for a sustained core-goods uptick through the rest of 2026 looks weak. Bottom line: disinflation still has legs across shelter, services, and (soon) goods. #CPI #inflation #macro #Fed

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Curious Eve

@HelloCuriousEve

8 days ago

solana:Pren1FvFX6J3E4kXhJuCiAD5aDmGEb7qJRncwA8Lkhw Last funding round priced it at $1T. IPO pricing should be at least $1.5T, and right now tokenized shares are trading around $1.6T. Listing likely in September or October, and it could push toward $3T. As the single largest buyer of semiconductors, I think it's just a matter of time before it overtakes Nvidia's market cap.

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Curious Eve

@HelloCuriousEve

8 days ago

$AAPL double bottom. Next leg up, Apple's probably the one that needs to lead big tech higher.

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Curious Eve

@HelloCuriousEve

9 days ago

Neoclouds ($NBIS, $CRWV, etc.) are just data centers on margin. Same trade as $MSTR was for bitcoin — take a small balance sheet, staple on debt and equity, and buy exposure faster than anyone else can. Works great when compute is the scarce resource, because the hyperscalers are hoovering up every rack they can find and these guys are the fastest capital available to build more. That scarcity premium shows up in the stock as pure leverage — beta on beta. Which is exactly why you don't want to be the last one holding it. This unwinds worse than the hyperscalers when it turns, no real moat here.