Macho Man Randy Newman

Lover of financial markets, politics, and the Seattle Seahawks. Seeking truth from facts.

[Pythia Cap: Partially Conductive @PythiaR]

Man...

[Macho Man Randy Newman @ainsleya5320]

@rdd147 There are two parts: Most of the operating costs are passed through to the end customer, but the actual hourly rate is billed at a fixed rate. But broadly, Nvidia needs them operating and those hyperscaler contracts would become executory if they went into bankruptcy.

[Macho Man Randy Newman @ainsleya5320]

@stevehou Just do what Semianalysis and add all caps words like "BREAKING" and "ALERT" to the front... You'll be there in no time.

[Macho Man Randy Newman @ainsleya5320]

@arakharazian Opus 5.5 was an efficiency breakthrough for me. I got way more done for like half the cost— but I find it insane that the bear case is that it got too good, too fast. It just commoditizes IQ and means the low-cost token producer wins.

[Macho Man Randy Newman @ainsleya5320]

@jbulltard1 We're only 3 years in and it can write a better legal brief than me, build a video game, do my taxes and help me triage investments for one $20 subscription. When normal people figure that out it's going to have more impact than the car... By a significant margin.

[Macho Man Randy Newman @ainsleya5320]

@rev_cap Every sentence of the post is just ridiculously wrong and will age poorly... I also couldn't help but notice he was retweeting an AI summary, but I digress.

[Danny Dayan @DannyDayan5]

It is kinda funny that nobody believes in the Semis story anymore.

Or was it just a VAR event that needed a flush out and is nearly complete?

[deadalnix @deadalnix]

Holly fucking shit.

I knew this was happening, but seeing it plotted in this way really hits hard.

[Macho Man Randy Newman @ainsleya5320]

@saso_capital Definitely more a reflection on the lending environment than any commentary on Nebius itself...

[Macho Man Randy Newman @ainsleya5320]

@JamieBonkiewicz If this had been 11-12 years ago this would have cost Elon his job.

[Macho Man Randy Newman @ainsleya5320]

@BeenThereCap It never ceases to amaze me how few people on this platform actually know what the fuck they’re talking about.

[Macho Man Randy Newman @ainsleya5320]

@TheStalwart Not today lol

[Macho Man Randy Newman @ainsleya5320]

@compound248 By my crayon math a combined $SPCX and $TSLA would trade at 23X sales and 571X 2026 earnings. Anxious to see how long he can keep this party going.

[Macho Man Randy Newman @ainsleya5320]

@StockMarketNerd I don't think its about going crazy. Dario way under-allocated and now they're paying the out the nose... Everybody said Altman was crazy last Fall, but having all that compute locked down saved company. Compute, money, and talent are the only vectors that really matter

[Macho Man Randy Newman @ainsleya5320]

@edge_of_power You put some respect on this man's name... The fact that they're sober, mature management team is what allows me to sleep at night. The neoclouds have plenty of plenty of cheerleaders, I humbly suggest you look elsewhere if that is something you care about.

[Macho Man Randy Newman @ainsleya5320]

@JoshYoung You ceased having any credibility after you said you're voting for Ken Paxton. If obscene levels of corruption and sweetheart deals for pedophiles isn't a deal breaker, I don't think there is much of a discussion to be had about "bias".

[Jamie Bonkiewicz @JamieBonkiewicz]

I don’t have to worry about canceling out my husband’s vote because I didn’t marry a fucking loser.

[Macho Man Randy Newman @ainsleya5320]

@vitaliyk Peloton was a clear fad. AI will continue to reshape the economy for the rest of our lives. It certainly doesn't mean AI stocks make money, etc..., but it is also important to think long and hard about betting on mean reversion when this hurricane could last for decades.