Jack

Long term investor since 2023. $NBIS $SOFI $GOOG $AMZN $OUST $ZETA bull.

Here to document my investing journey

[Jack @JackOh28]

@jpinsights Financials look fantastic for sure! The human data Reddit have is so important in this AI era and I do think their deal gets renegotiated but it is something to consider. Google hold the cards

[Jack @JackOh28]

@epmgrp @__Con_ Palantir partnership says otherwise and that should signal a strong change in the narrative as long as Zeta executes and they’ve said it should bring in around 100m annually from it which is likely sandbagged.
Why would PLTR partner with Zeta if they had a weak product?

[Jack @JackOh28]

@marketswithmay I’ve just recently come across your account but you have some of the best due diligence I’ve seen on Sofi on here 👏 earned a follow

[Jack @JackOh28]

@DeepValueBagger Genuinely baffles me how there are FinX accounts like you with a large following you’re fucking clueless. Sofi is executing brilliantly in a difficult macro environment and raised guidance taking 2 rate hikes into account.

[Jack @JackOh28]

@Chaos2Cured @marketswithmay Didn’t Microsoft come out saying 25% of their backlog isn’t from the frontier labs? Still very reliant but I think the market liked the comment as I feel there’s the opinion that OpenAI for e.g can’t fulfil these massive spending commitments. Amazon looking to diversify away too

[Jack @JackOh28]

@antibearthesis $AMZN and it’s not even close tbh. Jassy specifically said that AWS can be a 1T annual run rate business in the future. If it keeps growing in the mid 30s % it’ll reach that by 2030?

[Jack @JackOh28]

@weary_centurion What are the major risks that nobody is talking about? I agree massive CAPEX commitments as CAPEX next year is going to be crazy and management should’ve diluted when the stock was at $300. This management team are exceptional imo and compute demand will be exponential.

[Jack @JackOh28]

@RoyeeRoyal2 @Ashton_1nvests Yeah absolutely no chance Sofi raises guidance in the current macro with oil back up approaching $100 and the Iran / US conflict looks to be escalating further. Best case scenario is rates remain unchanged for now tbh

[Jack @JackOh28]

@KrisPatel99 Then how come you sold 75% of your NOW position before earnings if you’re so bullish?

[Jack @JackOh28]

@KrisPatel99 Makes sense since you couldn’t even explain the bull case behind NOW when on tannors stream and answered like a complete politician by the way. Not trying to hate but that’s how it was

[Jack @JackOh28]

@longinvest32 What more validation do investors need that we are going much much higher?😂

[Jack @JackOh28]

Yeah we are so unbelievably early.. To think people really thought that there was excess compute from the meta news 🤣

So bullish $NBIS

[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!

[Jack @JackOh28]

@NotA_Bull $NBIS $SOFI and $AMZN looking fantastic at these levels

[Jack @JackOh28]

@KrisPatel99 Palantir just seems like an obvious winner here. Especially as these newer open sourced models keep on improving and catch up to the frontier models

[Jack @JackOh28]

@RJCcapital No way broski deleted his NBIS tweet for getting absolutely cooked 😭

[Jack @JackOh28]

@RJCcapital This has to be rage bait 🤣🤣

[Jack @JackOh28]

@piersmorgan Piers you’re on fraud watch with your so called goat 😂 Messi proved again and again why he’s the goat. Took that game last night by the scruff of the neck and produced. But stay silent on it 🤫

[Jack @JackOh28]

$NBIS going down on this news is pure nonsense. This is just one state which Nebius had no plans to build for 😂 Nebius is diversified with news of Data centres being built across the world now in Wales and India.

Deepseek news on IPO is bullish for neoclouds with open source

[Wall St Engine @wallstengine]

NEW YORK TO ENACT THE FIRST STATEWIDE DATA CENTER MORATORIUM IN THE U.S., PER NYT.

Gov. Kathy Hochul will pause approvals for new hyperscale data centers using 50MW+ of power for one year while the state studies energy, water and environmental impacts.

The order takes effect immediately, but does not affect projects that already have required permits. Hospitals, universities and back-office financial services are not expected to be impacted.

[Jack @JackOh28]

@realroseceline @Muzzlebuster @TheRealTci I’d like to hear your take as to why? I’ve gotten some weird vibes off steinberg in some interviews but i don’t think that warrants not trusting him based off feelings. I know he was pushed out of a company before Zeta but not sure of the details