J.

[Oguz Erkan @oguzerkan]

Gavin Baker basically says semiconductors may not be as much cyclical as they used to be.

It’s already less cyclical since the introduction of cloud computing, and AI will make it even less cyclical.

Think this way: McKinsey estimates ~160 GW AI data center capacity bu 2030.

Assuming $100 billion cost per 1 GW AI data center, we are looking at $1.6 trillion worth of accelerated computing that needs to be replaced every 4-6 years.

This is assuming no further growth.

Assuming a 20% historical growth rate of the computer industry holds, we can easily say that even if the boom cycle ends in 2030, the baseline for stabilised annual capex will still be no less than $650 billion. And it'll keep growing from that level.

How can you not be bullish on $NVDA?

[Waltio @Get_Waltio]

Quelles sont les obligations fiscales liées aux cryptomonnaies ?

Le régime fiscal crypto repose sur 2 obligations principales :

1️⃣ Déclarer vos comptes “custodial” à l’étranger (plateformes d’échange non françaises) via le formulaire 3916-bis.

👉 À l’inverse, les wallets dont vous détenez la clé privée (Ledger, MetaMask…) ne sont pas à déclarer.

2️⃣ Déclarer vos opérations imposables via le formulaire 2086, opération par opération.

Important : on ne commence pas par “déclarer une plus-value globale”, on commence par déclarer les opérations imposables.

Guide complet ➡️ https://t.co/R6opUk6R1h

[J. @TZJ1950]

@coinbureau DM

[J. @TZJ1950]

https://t.co/4ufelUcjLl

[The Kobeissi Letter @KobeissiLetter]

Is a US power crisis unfolding?

Power demand is expected to exceed available electric generation at peak moments by 2028.

Peak demand is projected to reach 1,160 gigawatts, above the 1,158 gigawatts of anticipated supply.

By 2033, the power capacity shortfall could widen to as much as 175 gigawatts, a level that materially threatens grid stability.

This would stem from peak demand rising to 1,229 gigawatts, while anticipated peak supply declines to 1,128 gigawatts.

The US is facing a surge in electricity use from AI data centers, factories, and EVs that is expected to overwhelm generation capacity and drain emergency reserves, sharply increasing the risk of outages and blackouts.

We need more power.

[J. @TZJ1950]

@sama Will the premium lifetime subscription be back 😆

[J. @TZJ1950]

@vulturetrades $OPEN

[J. @TZJ1950]

@vulturetrades $OPEN

[J. @TZJ1950]

@ericjackson Paris 😁

[Grass @grass]

Grass is now on the Google Play Store!

Download Grass and reply with a screenshot of the app running on your phone for a chance to win a brand new Samsung Galaxy S24.

Download here: https://t.co/kaR2we9Kk6

[J. @TZJ1950]

@grass

[J. @TZJ1950]

@ericjackson I liked the "maybe" in your answer😆...So basically it is going beyond the famous $82!

[J. @TZJ1950]

@benjamincowen What about altcoins ?

[Coin Bureau @coinbureau]

We're giving away a huge merch package worth $1000 to one lucky follower on X. Here's how to enter 👇

1⃣ Follow Us On X
2⃣ Repost this Tweet

That's it! We'll announce the winner on 30 April. Good luck 🤝

[Queen Sherex @sherexcoin]

While the market bleeds, $SHRX leads! Up 23% 🚀🚀

[J. @TZJ1950]

🚀 Exciting things are happening at **Sherex**! 🌟 @sherexcoin

https://t.co/WWgFIR3BfI

[Queen Sherex @sherexcoin]

🔥 LAST TWEET STANDING WINS – 50K $SHRX
🔥 Win instant 50K $SHRX & a chance to compete for 100K $SHRX in the Grand Final!
HOW TO PLAY:
🔥 Tweet about Sherex
🔥 Like & repost at least one tweet + drop a screenshot in the comments.
🔥 Game starts now and Ends Tuesday, at 11 PM UTC.
🔥 The winner moves on to the Grand Final at the end of the month!
Think you can survive?
Tweet now!

[J. @TZJ1950]

@sherexcoin 🔒 ✌🏼

[J. @TZJ1950]

@sherexcoin 🔒✌🏼

[Queen Sherex @sherexcoin]

🔥 LAST TWEET STANDING WINS – 50K $SHRX
🔥 Win instant 50K $SHRX & a chance to compete for 100K $SHRX in the Grand Final!
HOW TO PLAY:
🔥 Tweet about Sherex
🔥 Like & repost at least one tweet + drop a screenshot in the comments.
🔥 Game starts now and Ends Tuesday, at 11 PM UTC.
🔥 The winner moves on to the Grand Final at the end of the month!
Think you can survive?
Tweet now!

[J. @TZJ1950]

@binance How does Binance see Bitcoin halving affecting the market this cycle? #AskBinance