Samuel Ramson

Tech trader and family man blending AI insights with bold truths. Building wealth one trade at a time.

[Samuel Ramson @SamuelRamson]

@dotkrueger Saylor: “buys 500k btc ytd”

Fred: “it’s a scam, no real value”

Saylor: “fine, we will sell 3500 btc to show you it has monetary value and use that to pay our shareholders the dividend”

Fred: “you’re a lying hypocrite”

Make it make sense.

[Samuel Ramson @SamuelRamson]

@SteveUrkelDude And it’s back…$BTC

[Samuel Ramson @SamuelRamson]

Heck yeah! Amazing!

[Sawyer Merritt @SawyerMerritt]

SpaceX President and COO Gwynne Shotwell and her husband have announced that they are donating ~$325 million of SpaceX stock to Trump Accounts for more than two million children across the U.S.

Every one of those kids will now have a direct stake in a company whose mission is the most ambitious in human history: to make life multi-plantary 🚀

[Dr Jordan B Peterson @jordanbpeterson]

To the Americans:

I've travelled all over the world. I've familiarized myself with many places, and met many people. And I'm a Canadian, although I’m privileged to reside once again in the States.

And here's something I've noticed, and it’s a key element of America's continuing greatness:

You bloody Americans value success, and you believe in its existence.

This is something that doesn't really happen anywhere else in the world. Even in other free democracies—the United Kingdom; Finland, Sweden, and Norway; Australia, New Zealand and Canada; Germany, France, and the Netherlands (great countries all)—a counterproductive cynicism too often reigns.

Success is equated with exploitation.
Ambition is looked upon with contempt.

This happens sometimes in the United States too—particularly among the miserable progressives, who confuse their resentment, ingratitude and unearned skepticism with wisdom.

But in your great country, by and large, striving is admired and success celebrated.

This means that more people strive and succeed in the US than anywhere else. And it's increasingly obvious. You remain stunningly more innovative and productive than any people anywhere else on the planet.

And so I say, as all should who are fortunate enough to live in the western world, let alone America:

Thank God for the United States.

Thank God for the wisdom of its founders.
Thank God for its faith in the free market and in the natural rights of man.
Happy birthday, you damn Yankees and Southerners.

Long may your admirable country dominate the world.

Long may your freedom and hope provide an example to those suffering everywhere at the hands of their malevolent states.

May your two and a half centuries of unparallelled success be just the beginning.

Your country is the light of the world, and the city on the hill.

Thank God for the USA.

Happy 250th.

Dr. Jordan B. Peterson

[Samuel Ramson @SamuelRamson]

@ShooterMcDadden @Tesla It’s got more safety in that back seat than my Sequoia. That’s about as real an SUV as it gets. I’d gladly run the YL.

[Samuel Ramson @SamuelRamson]

@elonmusk Heck yeah brother! Just need to figure out how to afford one!

[Samuel Ramson @SamuelRamson]

Finally…

[Tesla @Tesla]

Introducing Model Y Long Wheelbase – now available in the US & Puerto Rico

A 3-row, 6-seat configuration that brings exceptional interior space with ample headroom & legroom for all passengers

0-60 in 4.4 seconds
325 miles of range

– Front row: Heated/ventilated seats w/ powered thigh cushion
– Second row: Heated/ventilated captain seats w/ powered armrests & one‑touch fold
– Third row: Heated seats w/ power recline, one‑touch fold & child seat anchors

–  Improved airflow, increased efficiency & more range

– 89 cu ft of trunk space: with 6 passengers, trunk still fits a 28" and 20" suitcase each, plus frunk holds an additional 20" suitcase. Oversized items like snowboards and bikes also fit easily

– Engineered for safety w/ seat belts & side air bag optimized for second & third row

– Upgraded acoustic glass & suspension to minimize road noise

– Adaptive damping for a smooth, stable ride

– Staggered tires for enhanced grip

– Larger tailgate for better rear visibility & bigger windows overall to deliver great views from every seat

– 16" first row & 8” second row touchscreens + 19-speaker immersive Tesla Audio

– Upgraded 50W wireless charging pads w/ active cooling & charging ports for all other seats

– FSD Supervised & integrated Grok AI

https://t.co/erculCry18

[Samuel Ramson @SamuelRamson]

@DollarCostAvg @AndrewAaronSkyy Exactly what I’ve been saying!!

[Samuel Ramson @SamuelRamson]

That’s exactly what im saying!

[investing @DollarCostAvg]

$META: SUSPICIOUS 🤨

https://t.co/y4xHAWr5yX reportedly slashed $META’s AI compute capacity.

2.$META engineers were burning through roughly $261M/month in AI compute.

3.After losing Google capacity, $META scrambled to lock in massive AI infrastructure deals, including roughly $40B across $NBIS, $CRWV, and more recently Cursoe.

4.And now, just a week later, we’re supposed to believe $META suddenly has “excess” compute to sell?

The timeline is completely inconsistent.
This Bloomberg story reads less like reporting and more like a coordinated hit piece.

$NBIS $IREN $MU

[Samuel Ramson @SamuelRamson]

@LiebermanAustin Or they overspent on the ai catchup, failed, and now they need to justify the capex before investors figure it out. You don’t simply go from “far behind on ai” to “we have excessive compute” because “that was the plan all along”. 🤣

[CK Capital @CKCapitalxx]

The market is overreacting to the Meta cloud news, and the irony makes it obvious.

Bloomberg reported $META might sell its excess AI compute, putting it in the same lane as neocloud names, and $NBIS dropped as much as 18% on the fear of a new competitor.

$META is already a $NBIS customer, with a capacity deal worth up to $27 billion. Meta is paying Nebius billions precisely because it cannot build compute fast enough on its own.

If Meta had endless spare capacity to sell, it would not be handing Nebius $27 billion to build more. The selloff is punishing Nebius over competition from the same company funding it.

This sector exists because demand for AI compute massively outstrips supply. Nebius grew revenue 684% last quarter and keeps selling capacity before it is even built.

They cannot build fast enough to meet the demand already signed, let alone worry about a competitor that has not launched anything.

This is a report of plans, not a product. Meta reselling leftover compute someday does not change the fact that the market is starved for compute right now.

[Samuel Ramson @SamuelRamson]

The market seeing this as bullish for $META but on the surface it looks bearish to me. If they have excess compute, enough to build a business selling it, they aren’t using what they built. They have been in a catch-up position in AI this whole time and now all of a sudden they have excessive compute? Seems to me they have capitulated on building anything meaningful with ai and now they have to figure out a way to justify the capex before investors figure this out

[Wall St Engine @wallstengine]

$META is reportedly developing a cloud business to sell access to excess AI compute, per Bloomberg.

The internal initiative is called Meta Compute.

The plans being considered:

AI model access hosted on Meta infrastructure, similar to AWS Bedrock

Raw AI compute capacity, closer to CoreWeave

Developer access to Meta’s data centers, chips, and models

[Samuel Ramson @SamuelRamson]

The market seeing this as bullish for $META but on the surface it looks bearish to me. If they have excess compute, enough to build a business selling it, they aren’t using what they built. They have been in a catch-up position in AI this whole time and now all of a sudden they have excessive compute? Seems to me they have capitulated on building anything meaningful with ai and now they have to figure out a way to justify the capex before investors figure this out

[Samuel Ramson @SamuelRamson]

The market seeing this as bullish for $META but on the surface it looks bearish to me. If they have excess compute, enough to build a business selling it, they aren’t using what they built. They have been in a catch-up position in AI this whole time and now all of a sudden they have excessive compute? Seems to me they have capitulated on building anything meaningful with ai and now they have to figure out a way to justify the capex before investors figure this out.

[Samuel Ramson @SamuelRamson]

You are telling me that $META rips 10% on news that they “are building” a cloud compute business, not that they have one, but they are “building” one and yet $SPCX who currently has one of the largest ai compute data centers in the world and CURRENTLY selling compute to Anthropic, the leading frontier ai company in the world…but that is probably nothing…make it make sense please

[Samuel Ramson @SamuelRamson]

You are telling me that $META rips 10% on news that they “are building” a cloud compute business, not that they have one, but they are “building” one and yet $SPCX who currently has one of the largest ai compute data centers in the world and CURRENTLY selling compute to Anthropic, the leading frontier ai company in the world…but that is probably nothing…make it make sense please.

[Bloomberg @business]

Meta is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud https://t.co/n5jvAHHxFX

[Samuel Ramson @SamuelRamson]

@SteveUrkelDude I trust FSD driving more than the wife…are we cooked?🤣

[Samuel Ramson @SamuelRamson]

@Tesla I like that the rider is keeping his hands on his lap because god forbid if he rests his hands on the handle or the seat because “hE hAs a KiLl sWiTcH…iTs NoT eVeN aUtoNoMoUSe!!!”😂🤣

[Samuel Ramson @SamuelRamson]

And here we go…

[Tesla @Tesla]

Engineering tests of the first production Cybercab have begun in Austin

[Samuel Ramson @SamuelRamson]

Probably nothing…

[Elon Musk @elonmusk]

Cybercab with no steering wheel or pedals driving around Austin