CM

⚜️🐅

[LSU Football @LSUfootball]

The sun will soon find its home in the western sky…

[CM @LongRunGreedy]

@DJ_Tao @HunterAllen4 Data center fears + AI vol + Neos Partners supply.

I mean I do get it. It’s not an immediately cheap company and the market has repriced future cash flows and questioned sustainability.

However, $FPS is unique. Data center projects emphasizing speed & customization will flock.

[CM @LongRunGreedy]

@scandlenjosh @bumpkin45 @wesbury Because federal debt interest it is the best example of wasted tax revenue. It’s a tremendous amount of spending to cover bad government policy & entitlement programs that need to be revised at this point.

Printing into oblivion isn’t a problem until it’s a systemic risk.

[CM @LongRunGreedy]

@BreidenFehoko Nobody touches Breiden either. 🔒

[CM @LongRunGreedy]

@ThematicTrader Clearly making a point to describe how real the opportunity is in adjacent thematics (Robotics)

[CM @LongRunGreedy]

@CKCapitalxx @ThematicTrader @pennycheck @Krokodil_V “But the part I care about is physical AI.”

By my measure, this is barely showing in the reporting thus far. Tailwind.

[CM @LongRunGreedy]

@StocksOnSpaces @StockMKTNewz $INDI

Secured radar design win with a leading Tier 1 supplier supporting Volvo

Key Physical AI design wins at Unitree and Agibot for our sensing products

Launched iND881, a next-generation Edge AI SoC for automotive and physical AI applications

[CM @LongRunGreedy]

@JonahLupton We need more of these posts and FAR less bullshit. 👊

[CM @LongRunGreedy]

@stocktalkweekly Nah, this ain’t it.

@leopoldasch swung for the fences and hit a triple. Just got caught at the plate.

[CM @LongRunGreedy]

@SmallCapSnipa He’s right on one thing.

$NBIS IS at the center of the AI industry. And likely will be for decades to come.

[CM @LongRunGreedy]

@CandiceSnowRex @gnoble79 NOPE. You heard correctly.

[CM @LongRunGreedy]

@gnoble79

[CM @LongRunGreedy]

@TommyThornton @robertgraham $SPCX is inarguably an incredible American company despite how the stock moves on Friday.

How many satellites supporting people through natural disasters have you launched?

[CM @LongRunGreedy]

@AtlasShrug1 https://t.co/d9TFOZTYEI

Slightly speculative here, but the INDI & Aptiv relationship has been very tight for years.

Someone is designing the Edge chips…

[CM @LongRunGreedy]

@easton_3k

[CM @LongRunGreedy]

@stocktalkweekly $CRNC

[CM @LongRunGreedy]

@Lane_Kiffin @stephenasmith @finebaum Ignore the noise!

#LSU

[CM @LongRunGreedy]

@StocksOnSpaces @stocktalkweekly

Hyperscaler contracts are a short term financing means to the long term end for $NBIS. Enterprise is the LT opportunity.

[CM @LongRunGreedy]

@mathews_jase A vibe like no other. @LSUfootball @Lane_Kiffin