Solaiman Aziz

[Prometheus @askPrometheusAI]

BREAKING: Some Nvidia customers have been notified that AI server prices will rise more than 15%

Can now track GPU prices today on Prometheus!

[Solaiman Aziz @Solaiman__Aziz]

@askPrometheusAI What about Oracle??

[Solaiman Aziz @Solaiman__Aziz]

@askPrometheusAI What’s the DRAM breakdown?

[Prometheus @askPrometheusAI]

Micron DRAM revenue by quarter, Dec ’22 → May ’26.

$2.8B → $31.3B.

$MU

[Prometheus @askPrometheusAI]

Hyper scaler Capex

$AMZN $54.1B (+69% YoY)

$GOOG $44.8B (+101%)

$MSFT $35.8B (+111%)

$META $30.1B (+84%)

[Solaiman Aziz @Solaiman__Aziz]

@askPrometheusAI Everyone said the same thing about the 2022 metaverse spend and the stock 5x’d
Bearish on capex has been the worst trade of the decade

[Prometheus @askPrometheusAI]

The market is underwriting the spend and waiting, or it’s tolerating it and repricing on the margin. Curious which one people are on.

Meta Capex, Q2 2025: $16.5B
Meta FCF, Q2 2025: $9B

Meta Capex, Q2 2026: $30B
Meta FCF, Q2 2026: $1.7B

$META

[Saif Malik @saifmalik252]

Checkout https://t.co/IpPq3Pag79

[Solaiman Aziz @Solaiman__Aziz]

@saifmalik252 @mjllions ✅✅

[Solaiman Aziz @Solaiman__Aziz]

I have successfully earned all my money back with etherium🚀

[Solaiman Aziz @Solaiman__Aziz]

@abbsthb @ammarahsz @sameer18377947 Who tf u calling broke

[Solaiman Aziz @Solaiman__Aziz]

@IAmSaif7112 TO THE MOON

[Solaiman Aziz @Solaiman__Aziz]

@AniRayne33 @OdinXIV NOKIA TO THE MOON🚀

[Solaiman Aziz @Solaiman__Aziz]

NOKIA TO THE MOON🚀