MicroCapDanmark

[David A Steinberg @dsteinberg10000]

Always good catching up with Dan Nathan on the @RiskReversal Podcast. We talked about how far @ZetaGlobal's AI strategy has advanced since our 2021 IPO and how that evolution translates into the momentum we’re seeing across the business today. $ZETA
LG 🚀🚀🚀

Check it out here: https://t.co/e2qiKReKUu

[MicroCapDanmark @MicroCapDanmark]

@iancassel @PlanetMicroCap A lot of great companies :) ! Thank you!

[Mooné Rahimi @hiitsmemooneh]

I’m Iranian, born and raised in Iran. I love pork and beer, and I want to make one thing clear: Persians are not Muslim.

Persia’s civilization stretches back thousands of years before Islam existed.

So, brother, when Iran is free, your first drink in Tehran is on me!

PS: The picture below was taken when I was in Iran. In Iran, people only drink alcohol in private because it is illegal in public.

[MicroCapDanmark @MicroCapDanmark]

@ManuInvests Sorry for your loss Manu

[MicroCapDanmark @MicroCapDanmark]

@Musecases Yeah, its not in Denmark :( !

[Matk @Matkinvest]

$NU and $MELI stock is collapsing on the news of Brazilian election results. I just posted a video, where I share my thoughts about the whole debacle: https://t.co/Eodhgb4XBL

Long story short - through Lulas recent office, the two companies created immense value, grew their platforms, their regional importance while continuing to enhance living standards of latin american people.

My best guess is, that through the next 4 years, they will continue doing the same. But, thinking about the next 4 years is wrong. You should be thinking about the next 20 years.

For great content om $MELI: @CapexAndChill and @Brian_Stoffel_

[Fireside Alpha @firesidealpha]

Credo CEO Bill Brennan keynote at CASPA '26, worth a watch.

"$100/Watt: The Evolving Economics of AI Infrastructure":

0:00 - Host introduces Bill Brennan
1:30 - Retiring "copper where you can"
2:50 - Networking's 88% CAGR
3:27 - A watt is worth $100 to $150
4:20 - 16 watts per "passive" copper link
5:40 - Copper's edge: 100M hours MTBF
6:35 - Micro-VCSEL optics: wider, slower, better
8:52 - 60% less power, 6 kW per rack
10:37 - A 50 meter, zero-flap optical backplane
12:40 - $672M from 4 weeks faster bring-up
13:45 - xAI: clusters up in about 5 days
14:51 - xAI utilization: 85% to 99.9%
15:30 - Breaking the memory wall
18:56 - 68% lower cost per token

[MicroCapDanmark @MicroCapDanmark]

@wealthmatica My favourite thing about this is not the revenue, but the fact that the biggest risk could be regulation :) !

[MicroCapDanmark @MicroCapDanmark]

@TSinvests Yes, biggest position - i have tons of things shared on the WORLDS BIGGEST ZETA DISCORD COMMUNITY (With +10 users lol)

Feel free to join :)

https://t.co/7GZ1gUqoIa

[MicroCapDanmark @MicroCapDanmark]

@wealthmatica Did you ever look at the Fuzzy Panda short report? They have an insane track record, and pointet out some toxic stuff from applovin

[MicroCapDanmark @MicroCapDanmark]

@KyleAdamsStocks Cold, Windy and rainy.

[MicroCapDanmark @MicroCapDanmark]

@NielsPhilip1 Server samme mad i folketinget...

[MicroCapDanmark @MicroCapDanmark]

$ZETA

I meme, therefor i am.

[Matk @Matkinvest]

@MicroCapDanmark Keep them coming!

[MicroCapDanmark @MicroCapDanmark]

@alexandr_wang wen Denmark!

[MicroCapDanmark @MicroCapDanmark]

@AlexVanopslagh Lidt ligesom når min søn siger noget er "billigt" lol.

[MicroCapDanmark @MicroCapDanmark]

$ZETA

How many meme's can we handle this Friday?

[Nick @wealthmatica]

@MicroCapDanmark @DG_Invests I'm going to save this image. 😂

[MicroCapDanmark @MicroCapDanmark]

@wealthmatica @DG_Invests Mr. $ZETA

[MicroCapDanmark @MicroCapDanmark]

@CarsonTalkMoney More an rotation than a sell off.

IGV +0,6% (Software ETF)
SOXX -6,5% (Semi ETF)
Nasdaq -2,5%

A lot of green outside big tech/SEMI

[MicroCapDanmark @MicroCapDanmark]

@CarsonTalkMoney More an rotation than a sell off.

IGV +0,6% (Software ETF)
SOXX -6,5% (Semi ETF)
Nasdaq -2,5%

A lot of green outside big tech/SEMI

[MicroCapDanmark @MicroCapDanmark]

@MadsC007 @PhilipFemo @Snafl80 De har også allerede erfaring med at bygge datacentere til Garena/Internt.

+ Partnerskaber med Google + Nvidia...