SALDIVVA

50k on TikTok
I post my thesis on

[SALDIVVA @Saldivva]

@Jason______A Praying for you. Apart from that consider yourself very blessed to have the money to fight it. Most people don’t which makes cancer news that much more heartbreaking for many folks. Good luck!

[SALDIVVA @Saldivva]

@gabriel1 How to start? I am willing to move anywhere.

[SALDIVVA @Saldivva]

The cloud business model is not new. We have seen the economics work for the past +10 years with AWS. Add the current capabilities and future capabilities that have not been discovered then account for all the people who still have not adopted. Ai cloud will continue to be one of the strongest businesses in the world for a LONG time. The normie brain cannot comprehend. Should be fun to see how this all goes though, goodluck and appreciate the discussion.

[SALDIVVA @Saldivva]

@azrael_options @LEAPTRADER_ That’s not true at all.

[SALDIVVA @Saldivva]

@chiptomunk I mean they are fine as long as they have price floors and dynamic pricing.

[SALDIVVA @Saldivva]

@pepemoonboy Adding to this. A lot of large FinX accounts with ALL-IN portfolios also have multiple portfolios, 401ks, and other assets. Rarely if ever is someone truly ALL IN

[SALDIVVA @Saldivva]

@AtlasShrug1 @DEihausen As one of my hedges lmao, that’s not how it works man🤣

[SALDIVVA @Saldivva]

@HeftyTrades95 @bubbleboi Bro respectfully don’t take stock advice from this guy. It’s not his strong suit.

[SALDIVVA @Saldivva]

What company so I can short?

[Pat Woozey @patwoozey]

At a Fortune 500 that stylizes itself as a "tech" company

[SALDIVVA @Saldivva]

@DeepDishEnjoyer @pendulumsinker Bro this helps no one. This whole tweet is a net negative to society. Why claim something with such certainty and not be willing to share more insight into reasoning?

[SALDIVVA @Saldivva]

@Franny8 I’m a neocloud bull, so curious where this point comes from.

[SALDIVVA @Saldivva]

Okay you sound a bit new so let me help you out. Try not to generalize all “ai companies” as the same. If you are referring to the hyperscalers they all have plans to increase capex in 27 & 28. With the option you have you are assuming you’re smarter than these companies and market will correct in the next 6 months. Good luck, if you are right you deserve the profits👍🏽

[SALDIVVA @Saldivva]

@JGUN101 @Wild_Randomness You’re betting against the most valuable company in the world while it’s growing 80+% YoY, with arguably the strongest position in AI, at the beginning of the AI buildout.

You seem to have high conviction so what is it that you’re seeing?

[SALDIVVA @Saldivva]

There is no scenario where Nvidia increasing prices is bullish for neoclouds.

[SALDIVVA @Saldivva]

@GavinSBaker @imnotharsh @Atreidesmgmt @TomorrowXSummit May I ping as well?

[SALDIVVA @Saldivva]

@maxjean__ @TMTLongShort Yup. Adoption is the biggest hurdle right now and tackling speed/cost issue is the first step.

[SALDIVVA @Saldivva]

@FadingTheNoise @DrTomsLens I think you fail to realize the pricing difference doesn’t strictly come from better “product.” Sizing of cluster and timing of availability makeup a large majority of the difference.

[SALDIVVA @Saldivva]

@JGUN101 @Wild_Randomness Please say sike rn.