Sparky

Posts are my own. Not investment advice.

[Sparky @JustUrAvgStonk]

@PaulBPrager @SergeyCYW

[Sparky @JustUrAvgStonk]

@SergeyCYW $WULF is not a neo-cloud

[Sparky @JustUrAvgStonk]

@davey_juice @buccocapital @realroseceline I am buying you his book for Chanukah as a thank you for my CRDO gains

[Sparky @JustUrAvgStonk]

@FundamentEdge Any thoughtful alpha in the model on assumptions or is it loosely based on other analysts and peer comps?

[Sparky @JustUrAvgStonk]

@JordanNanos What happens long-term? Do we expect consolidation/only a few survive?

[Sparky @JustUrAvgStonk]

@davey_juice @SteadyCompound Costa Rica to touristy?

[Sparky @JustUrAvgStonk]

@Musecases Best use case so far. Sent right to your podcast app. Wake up to a new podcast custom tailored to you without any prompting needed

[Sparky @JustUrAvgStonk]

@babyfolio Muse is the most impressive AI agent I have been able to use for non power users

[Gab @GabGrowth]

JUST IN: $GRAB to expand its autonomous fleet from 10 to 50 vehicles in Singapore over the next 6 months.

Note: these are limits likely set by the Land Transport Authority in Singapore.

[Sparky @JustUrAvgStonk]

@RHouseResearch What is your last comment on CRWV mean? Are they owning the shell and compute?

[Sparky @JustUrAvgStonk]

@DougCatsby @davey_juice With all real estate investments, rising interest rates will adversely impact value which is the main driver for weakness plus negative data center development politics (less concerned about this) and because it’s a former BTC player so institutions are slow to react

[Sparky @JustUrAvgStonk]

@DougCatsby @davey_juice This excludes all their sites that are currently unleased. Excludes the fact that they have leased 400+ MW annually. Just need to bet on what’s already known and everything else is further upside.

3/n

[Sparky @JustUrAvgStonk]

@investing_bear ARR is up 33% Y/Y. Just an expensive stock

[Sparky @JustUrAvgStonk]

@davey_juice The “Rug-pull”😂…guess we lost one whole day of gains

[Sparky @JustUrAvgStonk]

@Sam_Badawi So what Neoclouds? $IREN? $CRWV?

[Sparky @JustUrAvgStonk]

@DGretta_Author Why would trailing numbers for this company have any relevance whatsoever