深夜瓜姐

白天上班，晚上吃瓜🍉 什么瓜都敢吃，懂的来

[深夜瓜姐 @SheilendraKase1]

推特网黄 Nina妈妈 瑜伽寸止挑战课 风骚女主人酥胸贴脸 榨干囊中浓精！
这波你们怎么看？评论区报一下
#巨乳 #福利姬 #寸止挑战 #黑料
https://t.co/AY7T4RxXHy

[深夜瓜姐 @SheilendraKase1]

知名网黄 猫猫碎冰冰 剧情私拍 黑丝小妈口足并用侍奉肉棒 无套肛交缓慢顶入深处……直接看懵。
https://t.co/MlVJsoXxJz
#黑丝 #黑料 #剧情 #猫猫碎冰冰

[深夜瓜姐 @SheilendraKase1]

抖音童颜巨乳女神 皓月宗 定制福利 阿黑颜配各种淫装 模仿做爱打飞机让人硬爆……直接看懵。
https://t.co/i8fNqBGcun
#抖音 #网红 #福利 #巨乳

[深夜瓜姐 @SheilendraKase1]

知名网黄 辛尤里 最新私拍 全程女上位肥臀榨精 抽插爆操连射两发高潮……辛尤里感直接拉满。
你们更吃妆造还是身材？评论区报一下
https://t.co/GGlXpd5SVa
#辛尤里 #内射 #黑料 #网黄

[深夜瓜姐 @SheilendraKase1]

困困狗新作：黑丝刚穿上就被撕了。
这种反差你们扛得住吗？
https://t.co/iib8KI4Bht
#网黄 #吃瓜

[深夜瓜姐 @SheilendraKase1]

推特人气橘发御姐 米胡桃 新作来了🍑

白蕾丝+吊带袜+红底高跟，这次玩「金主爸爸」剧情，眼神直接拉满…
这套你给几分？评论区见👇

https://t.co/Tg7PpX2Tgg

#米胡桃 #御姐

[TrendSpider @TrendSpider]

$TSLA looks primed for one of it's face-ripping rallies.

[The Kobeissi Letter @KobeissiLetter]

This is historic:

Alphabet, $GOOGL, has accounted for 19.4% of the S&P 500's YTD gain, the most among any stock.

This comes as the company has added +$1.3 trillion in market cap this year.

Nvidia, $NVDA, has had the 2nd-largest impact at +16.0%, or +$1.05 trillion.

This is followed by Broadcom, $AVGO, and Microsoft, $MSFT, which delivered +$520 billion and +$380 billion, respectively.

As a result, the top 10 stocks have accounted for 59.4% of the S&P 500's YTD gain.

In other words, the remaining 490 stocks have accounted for just 40.6% of the S&P 500's rally.

Big tech is all that matters.

[深夜瓜姐 @SheilendraKase1]

Accumulating $NBIS at these levels is the easiest decision I I have ever made.https://t.co/oFCnFKEpuM

[Gen Z Investor @genZinvest0r]

Accumulating $NBIS at these levels is the easiest decision I I have ever made.

They dropped their best quarter to date, yet the stock price fell -20% due to macro fears and all of a sudden people think AI has been cancelled?

Every single front leaning AI oriented company has expressed the same point of view in the last couple of months:
1. Investments in AI infrastructure buildout will increase substantially.
and
2. Demand for capacity FAR outstrips supply.

$NBIS just announced that they signed a 5 year contract with $META valued at $3B for 50MW (allegedly) of capacity... $META, a company that is planning to invest $600B in AI infrastructure and jobs over the next 3(!!!) years, had to actively COMPETE with other Hyperscalers and Frontier AI labs to secure a measly 50MW of ready-to-use power in Finland...

Management said that the only limiting factor to the deal they signed with $META was the amount of capacity they had available, in other words, if they had more, they would have sold more. They even stated that they had to turn down and reject multiple customers as they physically did not have the capacity to serve everyone. Yet some claim that this is a bad thing because those customers that got rejected will go to their competitors instead, this assumption is missing a vital detail. This is not a $NBIS problem, this is industry wide.

We are not talking about an issue that will be resolved tomorrow. We are talking about a structural problem which is only projected to worsen in the coming years.

Think about it:

Today Hyperscalers and Frontier AI labs alone are demanding more capacity then we have available to supply. What happens when more F500 companies join the mix? Enterprises, Startups, Institutions, Governments etc? The only thing we know for certain is that the use cases for AI will only multiply in the future. AI adoption will be vast, and with that comes demand for capacity. This is not a zero-sum game. Everyone can get a piece of the pie, and thus far, this has proved to be the case.

The writing is on the wall. All capacity that is being brought online is being sold out immediately, even prematurely. Billion dollar contracts are being signed left and right. $CRWV are selling out 5 year old GPUs (A100), $NBIS is able to charge more for their Hoppers today, than what they were originally priced at. Mind you, these are 3 year old GPUs. Infrastructure buildout is ramping up exponentially, but it's still not enough.

In Q1 2025, $NBIS guided for 100MW of contracted power by EOY 2025. In Q2 2025 they guided for 1GW of contracted power for EOY 2026, a 10X increase YoY from their initial EOY 2025 guidance. In Q3 2025, this EOY 2026 guidance grew 2.5X QoQ to 2.5GW by EOY 2026. That is a 25X YoY increase from their initial Q1 2025 guidance...

Yep, in the span of 3 quarters they guided for a 25X YoY contracted power increase. Absolutely unheard of!

If this does not paint the picture of the demand we are seeing in the market right now, I don't know what will...

Regardless of what macro fears are pushing the market down in the short-term, don't get it twisted. AI is not slowing down. CapEx is not decreasing. Buildouts are not stopping. Demand is not decreasing.

We are standing at the base of the mountain, not the peak.

[Mickey / Phase Transition @MickeyXaman]

Fictional scene. Not real events

The Hunger Games

INT. CAPITOL WAR ROOM - NIGHT

Sterile. Clinical. A wall of data streams showing wealth gaps, unemployment rates, civil unrest indices. SNOW stands at the window. PLUTARCH enters with a tablet.

PLUTARCH
Disparity index is at 47.3.

SNOW
(doesn't turn)
Meaning?

PLUTARCH
Top ten percent control 89% of AI-generated wealth. Bottom fifty percent... declining in absolute terms.

SNOW
That's always the outcome in capitalism.

PLUTARCH
Yes.

Long silence. Data streams pulse.

SNOW
But.

PLUTARCH
(sets down tablet)
But the velocity is exponential. AI makes it harder for some. Easier for others. We're not creating inequality—we're weaponizing it.

SNOW
We can't have revolutions.

PLUTARCH
No.

SNOW
So why can't they adjust? Adapt to the rules?

PLUTARCH
(flat)
Because we didn't train them fast enough. The infrastructure isn't there. The education. The access. We automated their purpose before they could find a new one.

Snow finally turns. His face is calm. Too calm.

SNOW
You know what happens when people give up hope.

PLUTARCH
They stop playing by the rules.

SNOW
And then?

PLUTARCH
Revolution.

Beat.

SNOW
So we change the game.

PLUTARCH
How.

SNOW
Make it about fighting outsiders. Not each other.

Plutarch processes this. His expression doesn't change.

PLUTARCH
You're talking about war. A universal war.

SNOW
I'm talking about math. A revolution kills the system. An external war... unifies it. Give them something to hate that isn't us.

PLUTARCH
And if we lose?

Snow turns. Looks directly at him.

SNOW
We never do.

The data streams flicker. Unrest indices climb.

FADE TO BLACK.

END SCENE

[KiiimC @JasmineMatice]

$CIFR two options, very similar to $IREN...both are bullish.

[深夜瓜姐 @SheilendraKase1]

@JasmineMatice The analysis is excellent

[深夜瓜姐 @SheilendraKase1]

$NBIS Momentum breaking down. I expect this gap to fill.

[深夜瓜姐 @SheilendraKase1]

$UNH https://t.co/frSKOLpkBX

[Derek Quick @derekquick1]

$UNH UnitedHealth Group is the least exposed to any ACA volatility in fact if people were given the right to buy their own healthcare I see UNH being the biggest winner here. Enrollment will hit record highs watch. Then we will have less headwinds from the regulatory complexities and finally, Medicare advantage positioning should offset individual market changes as some people may pick private based plans. Bullish

[深夜瓜姐 @SheilendraKase1]

ESG Investing: Select stocks based on environmental, social, and governance criteria for sustainable growth.

[深夜瓜姐 @SheilendraKase1]

$AMD https://t.co/vS4oZnn8aI

[Sam Badawi @Sam_Badawi]

Advanced Micro Devices - Q3 2025 Earnings
$AMD 244.54 [-2.01% AH]

✅ Revenue: $9.25B (Est: $8.74B)
✅ EPS: $1.20 (Est: $1.09)

Additional Metrics:
Gross Margin: 54%
Operating Income: $2.24B
Net Income: $1.97B
Free Cash Flow: $1.53B
Adjusted EBITDA: $2.43B
Data Center Revenue: $4.34B [+22% YoY]
Client + Gaming Revenue: $4.05B [+73% YoY]
Embedded Revenue: $857M [-8% YoY]

Q4 2025 Guidance:
⚪ Revenue: $9.30-9.90B (Est: $9.60B)
⚪ Gross Margin: 54.5%

[深夜瓜姐 @SheilendraKase1]

$HIMS & $NVO https://t.co/f9gnB6lJrG

[Nate Endicott @EndicottInvests]

So are $HIMS & $NVO buddies again??

[深夜瓜姐 @SheilendraKase1]

Sharing 2 buy signals for $GOOGL (Nov 3, 2025-monthly chart) https://t.co/NVsaMlB2rX

[Danny cheng @dannycheng2022]

Sharing 2 buy signals for $GOOGL (Nov 3, 2025-monthly chart)

The long-term uptrend was firmly identified with a bullish red candle, which I shared with my Patreon subscribers in July 2025, when $GOOGL was trading between $172 and $197.

If you missed this signal, another reliable entry was to follow the volatility hole. When the upper boundary of the last volatility hole at $213.8 was breached in August, it had triggered a surge to the recent high of $291.59.

Investing becomes simple and easy when you follow the right, reliable indicators and focus on holding through a full cycle instead of trading in and out!

@gabz_investing
@tonylee80
@chad_ventures
@redfoxryder
@sheslee
@Nagetheworld
@starship_ride

[परसराम राठौर @Parasra56600684]

आधुनिक डी. एन. ऐ. रिसर्च से साफ़ पता चला चुका है भी भारतीय उपमहाद्वीप के सभी निवा���ियों का डी kuएन ए सामान है अर्थात हम सभी भारत वासी एक ही वृहद् परिवार के सदस्य है।
हम सब मूलनिवासी हैं।

#हमसब_भारतवासी_मूलनिवासी
#मंदसौरवासी_मूलनिवासी

[राहुल भरतुनियाँ @RahulBhartuniya]

वेद इस विश्व की सबसे प्राचीन पुस्तक है
आधुनिक विज्ञान ने सिद्ध किया है।
RB
#हमसब_भारतवासी_मूलनिवासी
#मंदसौरवासी_मूलनिवासी