Nomad

[Nomad @bakhrali]

@fivepointscap $META is literally buying/leasing capacity from $AMZN $NBIS $ORCL $CRWV and others way more that they are building themselves (if that is vertical integration in your opinion)

[Nomad @bakhrali]

@CapexAndChill CapEx
2027 - 220b
2028 - 340b
2029 - 450b

[Nomad @bakhrali]

@hamids $META optimist here!
Genuine question, @hamids , what do you think is going to happen, if META keeps compounding at 20% for the next 5 years, yet their expenses (CapEx and OpEx) compounds at higher, lets say 30% rate?

[Nomad @bakhrali]

@LukeSimpleDiv My question is, what if for the next 5 years revenue CAGR is 20% but CapEx CAGR is 30% ? $META

[Nomad @bakhrali]

@ReneSellmann 100%
when you know what you are doing

[Nomad @bakhrali]

@HatedMoats The real bloodbath will start the day it report the first drop in revenue growth. That will be another 70% down from here

[Pedro Sánchez @sanchezcastejon]

El Gobierno de España condena la pena de muerte contra palestinos que acaba de aprobar el parlamento de Israel. Se trata de una medida asimétrica que no se aplicaría a los israelíes que cometieran los mismos delitos.

Mismo crimen, distinta pena.

Eso no es justicia. Es un paso más hacia el apartheid.

El mundo no puede callar.

[Carrie Prejean Boller @CarriePrejean1]

#RememberGaza
We will never stop speaking for those innocent lives who were taken at the hands of the Israeli regime. God would never bless this. Ever.

[Candace Owens @RealCandaceO]

#RememberGaza is trending. Let’s keep it going.
For every orphaned child, raped Palestinian, and innocent person shot and killed by the IDF as they ran to collect food amidst starvation.

[Nomad @bakhrali]

@MohnishPabrai Guy has shown his evil zionist nature by justifying baby killings in Gaza. Quite a miserable human being indeed

[Nomad @bakhrali]

@hajiyev_rashad Why are you surprised?
Yields are higher, hence, outflow to treasuries. Typical behavior for gold when yields go higher

[Nomad @bakhrali]

@TommyThornton @Princess_Suzy9 why 38,000??? at this stage when everyone can throw around any numbers, why nit 1 million?
No one cares to ask for any evidence anyway😅

[Nomad @bakhrali]

@BillAckman Jews are for mass surveillance!
F@ck Anthropic!

[Nomad @bakhrali]

@Midnight_Captl If it is bullish for $AMD it is double bullish for $META as it will bring the actual cost of 6GW buildup to zero, should $AMD market cap expand on this kind of exuberant revenue growth.

[Nomad @bakhrali]

@TopTechStocksUS Don’t get your logic. Why would it be red when someone is loading? Would it not be opposite when there is a demand increase?

[Nomad @bakhrali]

@DDrolapas Seems like Warren would disagree with your conclusion. Otherwise he would have been buying back his own stocks with obscene amount of cash in the balance sheet

[Nomad @bakhrali]

@JPATrades What a bs? where do you see 30M? And even then its licely covered calls to secure decent yield and manage risks

[Jvnior @Jvnior]

🚨 BREAKING:

🇬🇧 British surgeon who returned from Gaza EXPOSES a shocking truth about israeli army:

He says: “Palestinian bodies of children returned with hearts, lungs, and livers removed”

[Nomad @bakhrali]

@elonmusk Take 2 days off, visit some of the poorest places on earth, give away a few hundred thousand, and I can assure you, seeing that makes difference to people's life will make you quite happy

[JOKAMRREDPILLZ @JOKAQARMY1]

Gaza Genocide directly connected to Epstein 🤔