Brett Gullord

[Brett Gullord @BrettGullord]

@au_xbt You called this perfectly.

[Brett Gullord @BrettGullord]

@JoeConsorti @Gabrielqui88217 They have absolutely no idea what they’re even talking about anymore. I can’t imagine the level of mental gymnastics required to twist their logic into something they can convince themselves actually makes sense.

[Brett Gullord @BrettGullord]

@chamath Neoclouds don’t buy finished compute, they sell it. Your “neoclouds must lock in capacity now or go bankrupt” framing treats suppliers as residual demanders. The labs are the pure tenants. Existing or near-term GPU-hour sellers benefit from the tighter residual market.

[Brett Gullord @BrettGullord]

@ArmstrongEcon @LukeGromen Such a stud.

[Brett Gullord @BrettGullord]

@GavinNewsom 😂😂😂😂😂😂

[Brett Gullord @BrettGullord]

@wallstengine This dude always makes me laugh. He just looks like he’s holding back from just cracking up with the crap that he hears himself saying.

[Brett Gullord @BrettGullord]

@PalmyrPar @elliotrades Oh, no. He only still returned 80% YTD and a 45x cumulative return for his investors. What a failure. 😱

[Brett Gullord @BrettGullord]

@RealJimChanos Since CORZ was the example listed, what do you think about that neocloud? And are there any you do like their business model/balance sheet?

[Brett Gullord @BrettGullord]

@MikeEdward_TTG He still is one of the GOATs. He's still up about 45x over the last few years and 80% YTD, despite selling off most of his public order book. His thesis was right, just the macro headwinds are a little tricky right now and he was being short attacked.

[Brett Gullord @BrettGullord]

@AndreasSteno I still think it's crazy how he has a 67% down month and he's still up 80% YTD and nearly 45x in roughly two years. Such a legend.

[Brett Gullord @BrettGullord]

@LeoATracker Down 67% in a month, sold off a sizeable portion of his assets, and he's still up net 80% YTD?!? Legend!

[Brett Gullord @BrettGullord]

@DowdEdward But have you seen the DOW?!?!

[Brett Gullord @BrettGullord]

@EmilySm43 Ticks

[Brett Gullord @BrettGullord]

@HeroDividend This is the most bearish scenario. They are going to keep this ceasefire going and continue to screw the world out of oil supply.

[Brett Gullord @BrettGullord]

@walton_ada79942 @anandchokshi19 Nvidia invested in Intel in 2025. This post is about 2026 investments.

[Brett Gullord @BrettGullord]

@MarekPiotr84 @anandchokshi19 https://t.co/06BiwKTnRd

[Brett Gullord @BrettGullord]

@Nwayitel0 @elonmusk This is precisely why you feel oppressed.

[Brett Gullord @BrettGullord]

@_uwomy She is such an embarrassment. 🤦

[Brett Gullord @BrettGullord]

@elonmusk According to a Peter Thiel interview, the likelihood of Woke AI following us to Mars was what made you refocus on AI, as a priority. Glad you did.

[Brett Gullord @BrettGullord]

@_MDC67 @chamath Probably because there would be too much reliance on China at this point