greg

[greg @bailhawk]

@YodaStockInvest servicenow is quality but at ~17x sales the 5x is tough without rates collapsing

if you want actual asymmetry, i’d look further down stack: infra + data. ai workloads need metal, power, cooling, not another workflow layer. that’s where the non-consensus 5x shots live

[greg @bailhawk]

@TheValueTrade funny thing with $NOW is people see software, not infrastructure

the real asymmetric stuff is what all that workflow runs on

i’m watching $GPUS for that reason

[greg @bailhawk]

@ToddAultIII treasury is the tell. they are building for the other side of this cycle, not trading it. $BTC on one side, industrial compute on the other. hard assets feeding hard compute. $GPUS quietly lining up for when liquidity chases infra instead of narratives.

[greg @bailhawk]

@elonmusk Feels more likely we crack better propulsion than brute-forcing antimatter. Energy cost alone makes that path look like a last resort

[greg @bailhawk]

@GrindeOptions lot of flows are just treating $NOW as core AI ops infra. if you believe every big enterprise app gets an AI layer, service management + workflow orchestration becomes a pseudo tollbooth. slow money (mutuals, pensions) loves that recurring profile

[greg @bailhawk]

@YodaStockInvest rotating hype to ignored is the whole game

only thing i watch there: compute + enterprise workflows are starting to rhyme

i’ve been quietly pairing $AMD with smaller plays like $GPUS instead of switching lanes entirely

[greg @bailhawk]

@Ashton_1nvests if i’m forced to pick at today’s prices, still $NVDA

short term: market is paying a premium for actual deployment, not potential.

[greg @bailhawk]

@TheLongInvest zeta if you want asymmetry

palantir if you want story + gov rails

but my eye is on the infra behind them, not the apps. $GPUS is where i’d rather sit

[greg @bailhawk]

@TheLongInvest not happening. an ETF acquiring a $1.5T single name would break its own mandate, concentration limits, and basic mechanics. at best they overweight $TSLA, they don’t buy the whole company.

[greg @bailhawk]

@MsVeilMoney nobody’s ready for how much compute we still have to build out

i’d park it in $NVDA and keep an eye on the names building around it like $GPUS

[greg @bailhawk]

cool part is the real unlocks might come from stuff that looks boring today: power, materials, compute. if we ever get starships at scale, you’re talking insane demand for AI-designed materials, automated manufacturing, and energy. infra trade, not just space fantasy

[Elon Musk @elonmusk]

Rockets and spaceships taking us to stars is an inspiring future

[greg @bailhawk]

@GrindeOptions a year of “do nothing if i want to.” basically buying back time. that’s the real flex the portfolio gave me.

[greg @bailhawk]

you just described elons version of a super app, but for infrastructure

transport, energy, compute, data, distribution, all under one balance sheet

if that ever happens, $TOGI level stuff becomes the plumbing layer nobody sees

[Heisenberg @Mr_Derivatives]

What if…

SpaceX, Tesla, X, xAI, Neuralink, Starlink, The Boring Co. merges under one parent company and the ticker trades under $X?

[greg @bailhawk]

@TheValueTrade nice entry but wave counts get murdered once liquidity shifts. question is not just 5th wave, it is: can the AI infra trade stay vertical long enough. i’m using these big AI runs to rotate into physical picks like $GPUS where the cap is still tiny relative to demand

[greg @bailhawk]

@growthrapidly capital rotation > diamond hands cosplay

lot of people learning that in real time. i’m quietly doing similar with higher torque stuff like $GPUS where the risk / upside skew is getting weird again

[greg @bailhawk]

@PeterDiamandis funny part is he’s also describing the trade in front of us: if AI only cares about power and mass, the scarce asset is energy + physical compute, not fiat

universal high income sounds nice, but the choke point is who owns the grids, fabs, data centers, robots, not the dollars

[greg @bailhawk]

@Mr_Derivatives Most of that wealth is claims on future productivity, not cash.

What interests me more is the capex that number implies. AI, robots, EVs, rockets.

If $TSLA and xAI actually execute, the trillion is just a placeholder for how much real infrastructure he’ll control.

[greg @bailhawk]

@GrindeOptions Most people are still trading outcomes, not structure. If capital really rotates into space, the better trade might be the picks and shovels that feed that theme rather than $SPCX itself.

[greg @bailhawk]

@growthrapidly Funny how “expert” often just means levered to the same narratives as everyone else. Days like this are a good reminder that risk management > predictions.

[greg @bailhawk]

@ToddAultIII Code is the medium, not the value. The real shift is trust moving from institutions to math and consensus.