repos39

Yolo activist investor. $GGPI $SPRT $NEGG $BKKT $NXTD $SST $hims $hood all food 🍽️. Current holdings: nok keel kgs/pump/sei viav slb

[repos39 @Repos_39]

https://t.co/btjiPvQu8L nexus - my trading discord link.

[repos39 @Repos_39]

@DNV99999 And $keel

[repos39 @Repos_39]

@Kenneth_Belkin @HunterBiden You got to be AI by boy. Take the L

[Rittenhouse Research @RHouseResearch]

Target Hospitality's $TH latest investor presentation with a slide on their 1,000+ bed project at Galaxy's $GLXY Helios campus (h/t @DCryptDeezNutz).

One underappreciated "bottleneck" of the AI infrastructure build-out is the lack of specialized tradesmen available. Electricians, plumbers, pipefitters, HVAC technicians, ironworkers, mechanical engineers, civil engineers, etc. are all in short supply.

Building on-site accommodations such as Target's "man-camp" helps attract and retain these workers.. Bloomberg recently wrote an article (linked below) about how campuses like Helios even offer premium amenities like free steak dinners to incentivize workforces.

[JP Insights @Aktiehedonist]

$NOK did you hear that Jensen mentioned Nokia directly during his Q&A?

His argument was that the base station today is mostly dumb, and that it should eventually get smart enough to adjust beams, signals, traffic and workloads on the fly, which would lift spectral efficiency and cut energy use. Then he added that $NVDA has a big partnership with Nokia to do exactly that.

Interesting times.

[repos39 @Repos_39]

waiting on $NOK till Jensen provides more color on their 1billion investment. $CRWV (they added) 1st shipment of Vera rubin. invested in $ARM (partnership with $MSFT with next gen computer). Invested $NBIS Jensen calls out. $COHR (collab with photonics on Rubin). Soon!

[repos39 @Repos_39]

waiting on $NOK till Jensen provides more color on their 1billion investment. $CRWV (they added) 1st shipment of Vera rubin. invested in $ARM (partnership with $MSFT with next gen computer). Invested $NBIS Jensen calls out. $COHR (collab with photonics on Rubin). Soon!

[amit @amitisinvesting]

JENSEN AT COMPUTEX TAIPEI JUST NOW:

- Marvell will become the next trillion-dollar company

- Marvell and Nvidia are strengthening their partnership to expand critical networking & connectivity to power AI data centers

Jensen touch...plus 17% 😂

[Former Congresswoman Marjorie Taylor Greene🇺🇸 @FmrRepMTG]

Section 224 of the 2027 NDAA - National Defense Authorization Act integrates the U.S. military with the Israeli military.

This is what complete capture to a foreign government looks like and there hasn’t been a single shot fired.

[repos39 @Repos_39]

@btc4me2 @AlphaTrader00 He prefers to only hint at alpha and give useless hashes

[repos39 @Repos_39]

@amitisinvesting Welcome fam

[peepeepoopoo @DeepDishEnjoyer]

you shouldn't be running your own country let alone mine you fucking criminal

[repos39 @Repos_39]

@tedcruz Shill

[repos39 @Repos_39]

@MerruX Sometimes gotta take the L

[repos39 @Repos_39]

@LindseyGrahamSC Moron

[repos39 @Repos_39]

@aleabitoreddit mentioned the next step robotics. Better play than the pick and shovel play $SONY

[David Lopez @YoItsDLo]

$SONY has been setting up and I started accumulating the last week. Call IVs are dirt cheap.

Business/roadmap updates should be coming in the next few weeks (annual cadence) and I expect more on the recent MOU on a 2nd JV with TSMC for CMOS sensors that'll power physical AI. This will be the key to their re-rating, which I suspect is imminent.

SONY pays a meaningful amount of expenses in USD, so a strengthening JPY- which seems likely to materialize in the next few months- will be a tailwind for margins. They also just blasted out of ~1bil (USD) in charge offs into strength as core businesses outperformed. These are non-cash write downs. Ex write offs, the recent report would have been a sizable beat.

SONY trades around ~17x fwd

[David Lopez @YoItsDLo]

$SONY has been setting up and I started accumulating the last week. Call IVs are dirt cheap.

Business/roadmap updates should be coming in the next few weeks (annual cadence) and I expect more on the recent MOU on a 2nd JV with TSMC for CMOS sensors that'll power physical AI. This will be the key to their re-rating, which I suspect is imminent.

SONY pays a meaningful amount of expenses in USD, so a strengthening JPY- which seems likely to materialize in the next few months- will be a tailwind for margins. They also just blasted out of ~1bil (USD) in charge offs into strength as core businesses outperformed. These are non-cash write downs. Ex write offs, the recent report would have been a sizable beat.

SONY trades around ~17x fwd

[Bob Sacamano (King of the Slams) @BSacamanoV]

It's a huge company, but based on price, looks like this PR between $SONY and $TSMC went widely ignored. Combined with all the $NVDA commentary at GTC earlier this year about "Edge AI" and physical AI layer, seems like $SONY is a great long at this point. https://t.co/khhOMV0fno

[repos39 @Repos_39]

@AlphaTrader00 Ok so what was it...

[repos39 @Repos_39]

@peonyKingOF Notice the lag for $ARM announced it pivoted to chips. Barely up then AH ran 20% after Serenity posted and hasn't stopped. Lag in market teaches you to trust your self. Good rule. I will use it as well

[repos39 @Repos_39]

Are you paying attention anon what comes after $fcel $be. Hm maybe $SEI $PUMP $LBRT.

[repos39 @Repos_39]

Even #leopold #aschenbrenner holds $SEI and $PUMP. Eventually he'll hold $KGS. Once the market catches up... and realizes they sell the same product as $BE and target the same customers. The reversion trade will be on. The comps below per MW seem exaggerated can shave 30%

[repos39 @Repos_39]

Don't think people realize the xAI cluster is primarily powered by energy from $SEI which is heavily dependent on xAI. So now $SEI is linked to anthropic, and xAI is transitioning into a Neo cloud along with $google interesting