Jones

Hab mir Twitter gemacht, weil's jetzt Elon gehört.

[Jones @Jonesderbozz]

@Inevitablewest Why is this even Spain in the first place. Just give that land to Morocco and problem solved. These exclaves don't make any sense. Give the Spaniards there a severance pay and bring them to real Spain

[Jones @Jonesderbozz]

@alojohhardcore Today in the morning my derivative was really just ~5 USD from becoming knocked out. (Yes I know derivatives are bad, on my own risk, please listen to AJ!)

[Jones @Jonesderbozz]

@alojohhardcore Today in the (european) morning I looked at microns price on yahoo finance. Every 10sec refresh was oscillating between 710 & 740. I thought it's crazy volatile... fascinating

[Jones @Jonesderbozz]

@alojohhardcore Well now it's even below 4x forward earnings 🤣

[Jones @Jonesderbozz]

@alojohhardcore Read that Korea implemented some restrictions that all take effect by the end of the month. This should stabilise from August onwards. Read that big players wait this out until these instability factors are flushed out. Maybe wait until next week to buy more?

[Jones @Jonesderbozz]

@merkelspermboi @sparbuchfeinde Nur andere europäische Sprachen! Von denen sind nur französisch & spanisch wirklich relevant weltweit. Arabisch & chinesisch sollte es in Schulen zur Wahl geben und bei denen bringt Latein überhaupt nichts.

[Jones @Jonesderbozz]

@sparbuchfeinde Idealerweise sollte man zwischen spanisch, arabisch, französisch & chinesisch wählen können. Diese sprachen werden die kommenden 100 Jahre extrem relevant sein.

[Jones @Jonesderbozz]

@alojohhardcore Can they shift the narrative that Google is lacking behind is the question. Gemini is out of the top 10 leaderboard. It's crazy how dynamic the frontier model race is. I remember from a podcast with Google's cloud boss, that Gemini 3.5 was just fine tuning and they are cooking..

[Jones @Jonesderbozz]

@IamTheTruthUk @Obaidsview @arakharazian I doubt 5x - 10x, I think it's quite easy to estimate an average spend of the average visitor, and I think they can't hide their visitor count to the tax collectors

[Jones @Jonesderbozz]

@alojohhardcore @mikeduckett99 2) yes but a very big one, maybe even up to 20% of oracle's capex per year are currently tied to that site? So it's a needle mover. So it could have an effect on outlook if things go wrong?

With the other points I can only agree with you

[Jones @Jonesderbozz]

@alojohhardcore @mikeduckett99 https://t.co/SpWMxDgLxy

What you think of this?

[SemiAnalysis @SemiAnalysis_]

MASSIVE DELAY ALERT TO ORACLE’S STARGATE SITE AND BLOOM ENERGY🚨🚨

Oracle’s Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵

[Jones @Jonesderbozz]

@iAnonPatriot Why the blanket if it's hot?

[Jones @Jonesderbozz]

@DavidSacks Man haven't looked into these charts for a while, where is Gemini lol

[Jones @Jonesderbozz]

@alojohhardcore sk hynix is almost 40% down from ATH. I know you prefer micron for good reasons, but at what point becomes sk hynix more attractive?

[Jones @Jonesderbozz]

@alojoh But didn't it deflate too early? The people who can't sell, for whom all this was fabricated, didn't Profit yet

[Jones @Jonesderbozz]

@alojoh The car manufacturers are projected to be a very small fraction of microns memory sales right? They can't afford the prices the hyperscalers are able to pay right? So is this really a needle mover?

[Jones @Jonesderbozz]

@rillau144 Hitler tobt jedes Mal in der Hölle wenn jemand seine Truppe mit der AFD gleichsetzt. Selbst mit afd als alleinige Regierungspartei wird nicht ein viertes reich entstehen. Schon gar nicht unter der Führung einer lesbischen Frau. Meloni ist auch nicht gleich Mussolini.

[Jones @Jonesderbozz]

@AnnaCareninia Wer direkt nach dem Studium schon 30 ist und 1-2 Jahre braucht um einen Job zu finden, hat mies verkackt.

[Jones @Jonesderbozz]

@alojoh I read that's also why Russia is exporting raw oil like never before. Which helps with the price currently

[Jones @Jonesderbozz]

@alojoh @GrindeOptions 😂