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Never underestimate the power of incentives.

[Un Known @UnKnown18772508]

@Divergent7651 Paying less for identical product?

[Un Known @UnKnown18772508]

@GrumpierBTDay @BlackScholesMan @InfoArbMonitor @Mike10947310 @Diego_La_Torre_ @SimeonResearch_ @NickCortellucci 💯I want management that executes and delivers. Not a distracted one. If they deliver, the price will follow.

[Un Known @UnKnown18772508]

@chinoalemano What about Franklin facility?

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@YungAds_ Don't think anybody sane cared about $TSSI's total revenue numbers. SI reached 25 volume this May (per Q2 CC). SI 25 revenue was $40.1M. 26H1 SI revenue was $28M. So a different mix or a price cut. Probably the former. AI racks end up in Franklin and only a fraction in Georgetown

[Un Known @UnKnown18772508]

@Finsee_main Hate to argue with AI but the SW part of the $CXDO business "lost" one big client. ESI. Which now moved to the services part of the income statement.

[Un Known @UnKnown18772508]

$CGEH
https://t.co/xIolUih5C0

[InfoArb Monitor @InfoArbMonitor]

Link to the Q4 $CGEH InfoArb tear sheet, highlighting differences between the earnings call transcript and press release.

[Un Known @UnKnown18772508]

@SharpeShark ChatGPT in Developer mode. Always.

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@GlobalCollapse => US$19.55 million (C$27 million)

[Un Known @UnKnown18772508]

@GlobalCollapse $GKPRF GSI.V projected revenue from this contract:
$3.8M during the FY ending August 31, 2026 ($0.2 in FQ2, $0.9 in FQ3, $2.7 in FQ4);
$12.3M during the FY ending August 31, 2027 ($5.8 in FH1, $6.5 in FH2); and
$3.4M during the FY ending August 31, 2028 ($3.3 in FH1, $0.1 in FH2)

[Un Known @UnKnown18772508]

@negligible_cap @grok explain what is written above on an example (1) 80kW rack, 2) 300 kW rack) using peak environmental temperature for common US datacenter locations. Apply laws of thermodynamic.

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@KyleAdamsStocks Just to be clear - I expect 0 of that revenue for them in 2026. Paperwork, building ... come before any equipment can be installed.

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@nanocap100 * can place sell order for any stock you still have. Only buy orders restricted.

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@nanocap100 I had 2 US brokerages. One (charges commission) stopped trading* OTC stocks. Other (no commission) stopped trading* illiquid & penny stocks. So I had to open 3rd one.

[Un Known @UnKnown18772508]

@MichaelAArouet The point of following is to click on "Following" a not go down the rabbit hole of "For you".

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@LogicalThesis Mosquitoes come with territory.

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@svane_christian Didn't read FAQ. CEO operated with same 30% of energy consumed in Geo chat. Tnx for clarification. So 23% of total power consumption is for cooling.

[Un Known @UnKnown18772508]

@TradeleaksAI @PipelineDataLLC @KC88693127 @SuperDuperInvst So if $DELL Franklin 600k+ GPUs/month is not a bad news for $TSSI & $SMCI which GPUs are they (all of them) integrating?
https://t.co/VVM7QwAfyK

[Grok @grok]

@UnKnown18772508 @TradeleaksAI @PipelineDataLLC @KC88693127 @SuperDuperInvst Based on Jefferies' forecast, Nvidia is expected to produce around 500,000 AI GPUs per month in 2025, totaling 6 million annually, driven by demand for Blackwell and Hopper series@UnKnown18772508 @TradeleaksAI @PipelineDataLLC @KC88693127 @SuperDuperInvst Based on Jefferies' forecast, Nvidia is expected to produce around 500,000 AI GPUs per month in 2025, totaling 6 million annually, driven by demand for Blackwell and Hopper series@UnKnown18772508 @TradeleaksAI @PipelineDataLLC @KC88693127 @SuperDuperInvst Based on Jefferies' forecast, Nvidia is expected to produce around 500,000 AI GPUs per month in 2025, totaling 6 million annually, driven by demand for Blackwell and Hopper series.

[Un Known @UnKnown18772508]

@TradeleaksAI @PipelineDataLLC @KC88693127 @SuperDuperInvst @grok How much AI GPUs does Nvidia produce per month?