alexbison💎

Investing and UFC

[alexbison💎 @alexaio0403]

@Karl_Keeney @amitisinvesting their chips wont improve every year to the degree that nvidias do

[alexbison💎 @alexaio0403]

@pepemoonboy So we just giving out free handouts now?

[alexbison💎 @alexaio0403]

@WinnaFC Maybe because Ronaldo actually dribbles, passes, and assists. Ever thought about that? Clown.

[alexbison💎 @alexaio0403]

@SparkingFIRENC Are you using fruits?

[alexbison💎 @alexaio0403]

@TheRealTci this is what jensen kind of said on that darkesh pod

[alexbison💎 @alexaio0403]

@BourbonCap Not selling chip. Buying chip to use for cloud

[alexbison💎 @alexaio0403]

@WheelieInvestor It’s looking over for full porters

[alexbison💎 @alexaio0403]

@pepemoonboy What drop?

[alexbison💎 @alexaio0403]

@Dr_Crossroads It won’t stay at 70 fwd p/e forever but there definitely was opportunity at 110 so if earnings keeps growing faster than expected

[alexbison💎 @alexaio0403]

@KryptonCEO @amitisinvesting Facts kid

[alexbison💎 @alexaio0403]

@w8ing4roadster @amitisinvesting The entire industry is anthropic and OpenAI. There is still demand for compute but not every company is that constrained

[alexbison💎 @alexaio0403]

@Will_Dugan @amitisinvesting Interesting call

[alexbison💎 @alexaio0403]

@Jeffrey_SMoore @amitisinvesting Unprofitable dilutive leveraged neoclouds are cooked

[alexbison💎 @alexaio0403]

@OneSpicyMeatBol @amitisinvesting Cutting external. Still have own custom model

[alexbison💎 @alexaio0403]

@Arturraposo1R @amitisinvesting Ong. The first capex cycle slow down will crash the beneficiaries. Then eventually it’ll ramp again. Short $LRCX

[alexbison💎 @alexaio0403]

@Leo_Traydes This shit is ass. Better recover ‘27

[alexbison💎 @alexaio0403]

@accounting_ds SMR or datacenters in space will replace nuclear plants that need 2-3 years to be restarted. And then prices are regulated anyway.

[alexbison💎 @alexaio0403]

@WheelieInvestor Genies

[alexbison💎 @alexaio0403]

@ScottRobo308 Quite the nice setup

[alexbison💎 @alexaio0403]

@combatcorner006 The goat underestimates no one