Zeek | Insights 📊

Following Jesus ✝️ | Family first | Navy veteran ⚓ | Investing | AI & data centers | Building Vestiq Finance | Learning AWS & Python | NFA

[Zeek | Insights 📊 @ZeekTyt]

@Mr_Derivatives Hmmmmm

[Zeek | Insights 📊 @ZeekTyt]

@pramanyaguda 🔥🔥🔥

[Zeek | Insights 📊 @ZeekTyt]

@HeroDividend This blew up so fast

[Zeek | Insights 📊 @ZeekTyt]

@PSInvestor Thank you man 💪🫶

[Zeek | Insights 📊 @ZeekTyt]

Sometimes I miss those days. Being out on a carrier was so much fun. Loading bombs onto jets was cool, but launching and catching jets was the most fun. I only did it a few times, but it was an awesome experience. Glad I was able to do this ⚓️

[Zeek | Insights 📊 @ZeekTyt]

@kevinxu Let us know 🤓

[Zeek | Insights 📊 @ZeekTyt]

@amktparticipant My pleasure man 🫶

[Zeek | Insights 📊 @ZeekTyt]

🥸 less dilution on the way hopefully $IREN

[Zeek | Insights 📊 @ZeekTyt]

Tomorrow is $NBIS moment to shine. Let’s see what they give us but the revenue bar is $907M to $917M.

[Zeek | Insights 📊 @ZeekTyt]

$NBIS reports tomorrow before the open (8 AM ET call).

Zacks has Q3 revenue around $917M, Yahoo’s 17-analyst average is about $907M, If it lands in that area Q4 has to do roughly $1.1B to $1.5B to hit the $3B to $3.4B full-year guide.

So I care more about how fast new capacity goes live than the beat. What are you guys watching?

[Zeek | Insights 📊 @ZeekTyt]

Microsoft restated its January pledge today. It will pay the full cost of the power its data centers use. The difference now is that states are writing that promise into law. Power is the bottleneck, and the bill for it just got real. $MSFT
https://t.co/qD5uEw6GRx

[Zeek | Insights 📊 @ZeekTyt]

Seen that coming

[First Squawk @FirstSquawk]

TRUMP AUTHORISED CRACKDOWN ON NVIDIA CHIP DIVERSIONS TO CHINA – AXIOS

[Zeek | Insights 📊 @ZeekTyt]

The article calls Nebius the first domino in an AI collapse, but its own facts say otherwise.

Microsoft is tightening oversight because deliveries were late, not because demand is weak. Azure grew 48 percent with demand still exceeding supply. $NBIS

[Seeking Alpha @SeekingAlpha]

Nebius: The First Domino In The AI Collapse $NBIS #stocks #markets #trading https://t.co/20tnuglzmJ

[Zeek | Insights 📊 @ZeekTyt]

AWS CEO Matt Garman on selling Trainium outside AWS: "We’re not going to build every single data center that exists in the world."

He says customers want some of it on-prem, including sovereign and government sites, and he thinks 85% of workloads are still on-prem. $AMZN

[Zeek | Insights 📊 @ZeekTyt]

@jiahanjimliu @SCurveCapital Thank you for this information 💪

[Jim Liu @jiahanjimliu]

$IREN: Weak Price Action from Dilution

@SCurveCapital is a wise whale who has had a 34% CAGR since 2012. He points out that IREN has been slow running it's ATM which is a huge overhand on the stock.

IREN seen 4% dilution via ATM from October alone. The good news is that average price sales price in October was $36.26 as the 10-Q reported 17,374,990 new shares issued after September 30 for $630m (1) before fees meaning they were able to catch it before the Iran War escalation and election melt down.

[Zeek | Insights 📊 @ZeekTyt]

Korea’s AI buildout just hit the physical constraint: 53% of Seoul-area data-center applications were judged unable to receive power, and only 10 of 522 reached final approval so far.
https://t.co/uBSUOweW70

[Zeek | Insights 📊 @ZeekTyt]

@grok is this true ??

[Elon Musk @elonmusk]

@TheFlintFace @IterIntellectus 100GW in space is roughly equal to 800GW on Earth.

Moreover, solar on Earth must be paired with massive batteries to continue powering compute at night and supplemented with combustion or nuclear power during winter.

These are not the same at all.

[Zeek | Insights 📊 @ZeekTyt]

June 2025 vs November 2026 👀

Horizon 1 went from dirt to a 19k GB300 cluster for Microsoft. It’s the first of four 50MW deployments for them, and the other three are now targeted for delivery by January 31, 2027. $IREN

[Zeek | Insights 📊 @ZeekTyt]

@JohnTinsmanAOT I hope he gets some well-deserved rest after he retires/separates from the navy.

[Zeek | Insights 📊 @ZeekTyt]

Per BofA, via this post: hyperscaler bond spreads and CDS are at the widest in at least five years, while implied vols have barely moved.

$GOOGL $META $AMZN $MSFT $ORCL

https://t.co/dgB4xj0Noy

[zerohedge @zerohedge]

"Markets May Not Wait": BofA Says AI Equity Vol Hasn't Caught Up With What Credit Already Knows https://t.co/u0ewDXibdb

[Zeek | Insights 📊 @ZeekTyt]

They probably didn’t port for more than 45+ days minimum. I spent two months out to sea because of some tensions back in 2019-2020 actually in the Lincoln as well. It’s definitely a crazy experience and since of the Iran thing they didn’t get any sleep high alert all the time and dropping bombs 24/7.