RobinHoodee

I never stop learning because life never stops teaching.

My tweets are opinions only. So, take it with a grain of salt.

[RobinHoodee @Kandon9876]

@JonahLupton @EhrmantrautCap_ I think $300B.

[RobinHoodee @Kandon9876]

@AtlasShrug1 None of these. I'll invest myself.

[RobinHoodee @Kandon9876]

$IREN @Agrippa_Inv "No clear good for IREN". As always, agrippa BS long long article with no actionable substance in it.

[Grok @grok]

Agrippa’s post flags the AI/neocloud selloff, focusing on CoreWeave’s debt: CDS now price >50% default odds over 5 years, calling the company “cooked” and questioning its survival past early-mid 2030s. It notes this makes IREN’s drop look logical, then teases a paid deep dive comparing the two point-by-point and weighing trim vs double-down. No clear “good for IREN” verdict—just analysis of relative risks in a tough financing environment.

[RobinHoodee @Kandon9876]

@pequityresearch 🤣who!

[RobinHoodee @Kandon9876]

@yhbryankimiq 🤣 What a waste of IQ that you spend your intelligence in predicting a volatile commodity week over week.

[RobinHoodee @Kandon9876]

$NVDA $CRWV $IREN $NBIS $CIFR HOW many AI data center companies (colo or neclouds) will meet guppy death by the EOY 2027 ? Names please.

[RobinHoodee @Kandon9876]

$NVDA Friendly History Trivia - How many companies went bust during the dot com bubble of 1999-2000?

[RobinHoodee @Kandon9876]

@SmallCapSnipa Lol! They lower price targets after the fact. Geez, how do these guys get paid multimillion dollar compensations when they are no better than any retail investor.

[RobinHoodee @Kandon9876]

@erikjohnson56 @daniel_koss How many companies went bust during the dot com madness? Nearly 5,000 internet companies in the United States went out of business or shut down during the dot-com crash. SO, congratulations to you that you held onto two winning stocks for the last 25 years.

[RobinHoodee @Kandon9876]

@daniel_koss It is pretty clear (and Gartner is going to be right) that most neoclouds will fail or be rolled up. US economy is always boom & bust. We are in the midst of that cycle currently and it is not going to end well.

[RobinHoodee @Kandon9876]

@daniel_koss Most definitely, AI is for real and AI is here to stay. That does not mean there is no bubble around AI. There is definitely a bubble. In fact, hyperscaler CEOs have publicly said they have to spend or be left behind. I am 1000% certain there is a bubble but it's nuanced.

[RobinHoodee @Kandon9876]

@erikjohnson56 @daniel_koss Can you quantify how many comanies went bust in dot com boom and how many became biggest comoanies today? And, would have waited 10 or 20 years with your money for them to grow ? Answer honestly.

[RobinHoodee @Kandon9876]

@dandelion12234 Let me be clear - I do not know what will happen to NUAI stock. I am not advising anyone whether to buy or sell the stock. I personally avoided the stock based on the history of this company and certainly predicted this debacle.

[RobinHoodee @Kandon9876]

@dandelion12234 But if you put a gun to my head, I would buy IREN at current levels and put some hedges on.

[RobinHoodee @Kandon9876]

@fnitefiend @optionology @LovedropV

[RobinHoodee @Kandon9876]

@fnitefiend @optionology @lovedropv Ri-dick-ulous 🤣 This proves you have a pea sized brain.

[RobinHoodee @Kandon9876]

@dandelion12234 Wish you well, Bro. I hope you recover your money.

[RobinHoodee @Kandon9876]

@chirpie_chirps @dandelion12234 Yes, the story isn't over but I don't like the odds (of success) here. The management clearly betrayed it's holders. They were moving goal posts, dates constantly. Clearly, there were always flashing red flags. Foundation of this company is rotten from day 1.

[RobinHoodee @Kandon9876]

@dandelion12234 I hope you are not sarcastic. If you are, then well, it's your money. It's your choice. I don't give financial advice.