New Money Fast

[New Money Fast @NewMoneyFast]

@MarketMatrixs People know that the Jenson video saying buy QCOM was AI generated right?

[New Money Fast @NewMoneyFast]

@PeloSwing Careful. It's one thing to buy something that has built a long base and price has been down but you definitely don't want to buy something just because it's "on sale".

https://t.co/jLo3KB2JAf

[New Money Fast @NewMoneyFast]

@TrendSpider Yes, just beware of the fake out to break out move…the scoop and score! Liquidity transfer. Weak hands give up while institutions accumulate.

[New Money Fast @NewMoneyFast]

@unusual_whales About time!

[New Money Fast @NewMoneyFast]

@42Macro @fundstrat is this what you were referring to when you said “the market will need to digest a new FED chair”?

[AxeCompute @AxeCompute]

Axe Compute CEO Chris Miglino on Fox Business breaking down our $260M deal and what it means for the future of AI infrastructure.

Demand for compute isn’t slowing - it’s accelerating. And we’re building for what comes next.

#AGPU #Neocloud #NVIDIA #AIinfrastructure

Watch here ↓

[New Money Fast @NewMoneyFast]

@AxeCompute @StockSavvyShay 👀

[New Money Fast @NewMoneyFast]

@AxeCompute @StockSavvyShay 👀

[New Money Fast @NewMoneyFast]

@AxeCompute @StockSavvyShay 👀

[New Money Fast @NewMoneyFast]

@DollarCostAvg 👀

[New Money Fast @NewMoneyFast]

@DollarCostAvg $AGPU 👀

[AxeCompute @AxeCompute]

$AGPU just closed a $260M enterprise contract — 2,304 NVIDIA B300 GPUs, dedicated, U.S.-based, deploying Q3 2026.

Enterprise AI buyers are done waiting. They want dedicated infrastructure, their hardware, their location, their terms.

That is exactly what Axe Compute delivers.

$AGPU #AI #neocloud #EnterpriseAI

https://t.co/pMmFxGN3gN

[New Money Fast @NewMoneyFast]

@jordanreviewsit 😂

[New Money Fast @NewMoneyFast]

@JoshKale Funny how Bloomberg is the news source for this info considering how many people have mentioned how possible it is now to literally re-create Bloomberg terminal with Claude code.

[AxeCompute @AxeCompute]

At an SCR value of $37.5M, Axe Compute can provide:
~1,277 concurrent NVIDIA B300s
~2,314 concurrent NVIDIA H200s
~2,594 concurrent NVIDIA H100s
per year at current cloud rates.

Live view: https://t.co/c1TvZB5PcQ

[New Money Fast @NewMoneyFast]

@unusual_whales Why?

[AxeCompute @AxeCompute]

$AGPU just entered Q2 with ~$12M in signed contracts. Closed in 30 days.
20+ enterprise customers. 30+ deployments. H100, H200, B200, RTX 5090.
Here's what makes the structure interesting: 🧵

[AxeCompute @AxeCompute]

The numbers don't lie:

* GPU lead times: 36-52 weeks
* HBM capacity: 100% sold out for 2026
* Enterprise AI deployment delays: 40-60%

The bottleneck isn't talent. It's infrastructure.

#AIinfrastructure #GPU
https://t.co/v4JitMR4Ek

[AxeCompute @AxeCompute]

Waiting 9–12 months for GPUs means:
-Fewer experiments
-Missed AI launch windows
-Rising hardware costs mid‑cycle

Bare‑metal GPU access in 48 hours with flat‑rate, zero‑egress economics is becoming the new baseline.

https://t.co/0bFbZpx5JQ

$AGPU #AIInfrastructure #GPU

[New Money Fast @NewMoneyFast]

@JC_ParetsX 😂