bc8Sooners

Life, Liberty and the pursuit of Happiness. Good vibe only.

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@pred3500 @danroberts0101 Sorry radio silence until next earning is $IREN's MO.

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@Loofyb0i What kind of bull market ends with largest puts buying?

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@XCapitalMgmt @danroberts0101 Not sure but if buildings need to be destroyed and rebuild, there aren't any "retrofitting" benefit for faster time to compute. Maybe marginal faster cause the stations already there.

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@SawyerMerritt @SpaceX Anyone know how exactly the Terafab values accrue to $TSLA shareholders? Which entities own what between SpaceX + Tesla + ASML + INTC and who knows?

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@zerohedge The statue set cap, not minimum, just cut the whole thing in half and call it a day.

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@matthew_sigel Each deal will increasingly more expensive if you want any compute in 27

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@Justin_Clanky @DollarCostAvg Soon every Mag7 will take on debt and ATM. Oracle started, Google issued ATM. You do you though.

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@GilbertBelion Modern farmhouse on the left is tastefully done.

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@ZeekTyt It's called pump for ants.

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@firstadopter @OpenAI @theallinpod @Grok which data center is ready for OpenAI Vera Rubins to plugin at scale this fall?

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@christo84019133 People overlooking execution risk. Proof of Bitcoin ASIC execution sure. Proof of liquid cool AI data center build out, tbd, because so far they missed 2 ARR guidances.

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@californiapost With blockchain technology, every vote can be instantly traceable in real time. They wouldn't do it though.

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@FransBakker9812 This is the view for $IREN $2 buyers, when view for $50 buyers? 🤣

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@alojoh Why the deal feels scammy:
1. The timing of this contract announcement.
2. Huge deal number with very lenient termination clause for both parties.

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@SmallCapSnipa Google, Amazon, Meta, Microsoft, a very nice "development pipeline" you have.

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@The_Real_Fly Let me ask Brad a question, are you a seller or a buyer of the IPO? Thought so.

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@AvivArazi @aleabitoreddit If they didn't learn from Google issuing ATM for AI capex, they should hire a financial advisor and stick to QQQ.

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@StockMKTNewz Strategy blunder to outsource critical voice AI to Google Gemini and especially to Google Cloud you competitor. Put the cash to use and acquire $SOUN while it’s still cheap and build from there.

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@RANDYGR82600188 @virtualbacon Banks actually do exactly what you said for “dormant” accounts. They went to the state and you’ll have time to claim it

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@vladtenev Meet vibes losing money