Quenched 3st

Australian Stock Exchange refugee now investing in global markets.

Material science Postdoc in Sweden.

[Quenched 3st @Quenched3st]

@WerewolfHolding @CNBC $AMD back on your radar after all this $NVDA silliness? People think Jensen being horny can somehow make $AMD not overvalued.

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@OoogaOoogaYoink @Neko_Tet Honestly the safest move if you are a guy in a high position with a female coworker or student showing interest.

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Incredible popular fininfluencers say "why is *insert dogshit neocloud* getting raped to death after great earnings" and you look inside and they have guided fucking $40-50b Capex from $27b , a running ATM and most of CAPEX with zero funding or in $CRWV their marketcap in debt.

[CMS Invests @cmsinvests]

Can someone please explain why Nebius $NBIS is CRASHING over 10% after a BEATING their earnings expectations!?

Under $140 is such a steal…

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@GavMcCracken @elonmusk Agreed, I dont want to sell my whole port to afford to upgrade from my shitty AMD card.

From a shareholder perspective hes the GOAT, but as a consumer, fuck him.

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@RyanWeather Im going all in on nothing happening.

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@jeremie0117 @AurelionRsch $STM seems strange

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@jbulltard1 @QQQ275Soon This is a troll account @jbulltard1 he LARPS as the worst trader ever for engagement.

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@GavMcCracken I think he is often right just extremely early and gets most people blown up since they don't have the capital to ride out a shit entry.

Then again he bailed on his $DKNG and $FLUT longs very early.

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@0bservationism

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@unlimited_ls Imagine that

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@quantian1 @ZackKorman Convenient

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You are all welcome everybody

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$CLMT looking extremely grim in premarket I luckily cut to 50% port at $40.40 but I still stand to be utterly raped. Not even my 4x $IREN short will pay for the losses today. I Will likely sell on open as it has blasted past all the technical levels it needed to hold.

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@0bservationism @inuyarasha_ I went there as a stop on a cruise when I was a teenager and on a bike tour and then an aggressive native or black person started abusing us saying fuck off tourists and threatening everybody.

Basically a third world shit hole with some White French retirees.

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@AusPoll6 @AshPolitik be like "Labor still winning 2PP against ONP though, another Labor win!"

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$CRWV $380m EBITDA and $850m interest expense for the quarter and still has $40b of CAPEX left? How is this ponzi green after this earnings? If there becomes a compute glut which looks likelybwith token usage develerating, they are cooked.

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@RitadeCSB @grok Fuck you Alex

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@Fingerinya You and me both mate, was up 75% and now near even. Awful risk management and over trading causing me to lose focus on my actual job.

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@bradsaid @Fingerinya From what I see, bascislly MRLs problem, but worse to the point of negative margin.

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Will close my 4x $IREN short at $14 where it topped before all this AI craze, will undoubtedly end up there with rates going up, $ANT IPO raise below 1T and decelerating token usage.