Cryptofix

[Cryptofix @Cryptofix334291]

@PrezWisdom The image is too high in resolution. Next time post a lower rez. So no one can see detail.

[Сarm1ne @carm1nee]

Carl Icahn to Larry Fink on why BlackRock is an extremely dangerous company: "they sell the concept of liquidity - there is no liquidity. That's my point, and that's what's going to blow this up"

this is him explaining why he says there will be nobody left to buy when the run starts, why he calls Fink's letters to 800 CEOs a sales pitch, and what Fink says back when he's had enough

"everybody's in this party mobile having a drink, having fun. and you know who's pushing that thing? Larry Fink and Janet Yellen. they're heading for a cliff - and you know what's going to destroy it? They're going to hit a black rock"

Fink cut in three times - "I don't think that's fair" - Icahn: "I don't care if you think it's fair"

"when there's a run, there is nobody to buy that stuff. There is no one out there to buy that trillion bucks"

Fink: "you're a good investor, but you're wrong. You're just dead wrong - I'd be happy to spend time with you over lunch, I'll pay, and teach you about ETFs"

bookmark & watch the full conversation - then read the article below ↓

[TheFrenchie @ML3democrats]

this might be the first time in US history a city mayor is more popular nationally than the president

Trump approval: 32%

Mamdani approval: 69%

[Cryptofix @Cryptofix334291]

@TuckerCarlson @ImBreckWorsham Yes!!!! Let’s gooo 🇺🇸🇺🇸🇺🇸🇺🇸 #AmericaFirst. 💪🏼💪🏼💪🏼

[Cryptofix @Cryptofix334291]

@saylordocs Outdated posts like this destroys credibility.

[JerryRigEverything @ZacksJerryRig]

So this is why elon wanted to rush the IPO so bad... 🤔 China just did it cheaper on their first try. RIP 🔻

[NUCLR GOLF @NUCLRGOLF]

Happy 250th America 🇺🇸 🏌️

Via: @Skratch | #4thofJuly

[Caleb Jordan Schulz @Based_Jedi]

My nephew and I are watching the Colombia v Ghana match and I introduced him to the greatest saved goal of all time by René Higuita in 1995 ⚽️

[Kundan Prajapati @ScholarTrading]

All Pattern Explained in Simple Terms -

[Sam Badawi @Sam_Badawi]

TOM LEE JUST LAID OUT THE 3 PHASES OF THE MARKET 2026

1. NOW - LATE SUMMER
- S&P 500 could reach 7,700-7,800
- AI and growth stocks continue to lead
- Bull market remains intact

2. SEPTEMBER - OCTOBER
- An "abrupt change in market conditions"
- Correction that could feel like a bear market
- Anthropic and OpenAI IPOs
- New equity supply equal to roughly 5-6% of S&P 500 market cap
- Energy and Fed transition risks

3. LATE 2026
- Strong recovery after the correction
- Potentially one of the strongest periods in decades
- AI, productivity gains, and economic growth drive the next leg higher

[shirish @shiri_shh]

They are putting DATA CENTERS in the ocean now.

Panthalassa, a startup from Portland, just raised $140 MILLION.

what they do: build floating platforms that sit out at sea and run AI. no power grid needed. the ocean waves make all the electricity. the seawater keeps the chips cool.

How it works: big floating balls bob up and down with the waves. that motion makes power. the power runs the AI chips inside.

backed by PETER THIEL. company now worth almost $1 BILLION.

land is running out of room and power for AI. so the next move is simple. go to the sea.

[Cryptofix @Cryptofix334291]

@atrupar Wow. Just blown away every time he speaks. 👏👏👏👏 @NYCMayor

[ElonEconomy @ElonEconomyX]

The Future: An Optimus Civilization on the Moon

[Pratik Dünya @pratikdunya]

Hey fotoğrafçılar, en iyi ışığı bulmanın yolu işte böyle.

[Daniel @danielisdizzy]

$SPCX ACQUIRES CURSOR FOR $60B.

Months ago, Jensen Huang $NVDA said:

"My favorite enterprise AI service is Cursor. Cursor is an AI coder. Every one of our engineers is now assisted by Cursor, and our productivity has gone up incredibly."

Elon is playing to win.

[Milk Road AI @MilkRoadAI]

Chamath Palihapitiya just dropped the number that explains the entire AI infrastructure trade (Save this).

A gigawatt of compute now costs $100 billion and when he started his Arizona data center project it was $4 to $5 billion, it has gone up 20x in a single investment cycle.

The implication is not just that AI infrastructure is expensive but rather that the capital barrier to owning meaningful compute has become so high that only a handful of entities in the world can actually build it and the companies who got there early are sitting on what may be the most durable pricing power in the history of the technology industry.

This is the neocloud trade.

The neocloud market, purpose-built GPU cloud providers like CoreWeave, Nebius, and Lambda Labs was worth $35 billion in 2026 and is projected to reach $236 billion by 2031, compounding at 46% annually.

For context, that is faster growth than cloud computing itself posted in its first decade.

The reason is very simple, hyperscalers like AWS, Azure, and Google are building for everything, storage, databases, enterprise software, networking and their GPU pricing reflects the overhead of that full-stack infrastructure.

Neoclouds build for one thing only, AI compute.

The result is a 60% to 85% cost advantage on the same Nvidia silicon, bare metal H100s at $0.78 to $2.79 per GPU-hour on a neocloud versus $3.43 to $5.07 per GPU-hour on a hyperscaler.

That spread does not close as AI demand scales but rather it widens, because hyperscalers have to amortize legacy infrastructure and margin expectations that neoclouds do not carry.

Gartner projects that by 2030, neoclouds will capture 20% of the $267 billion AI cloud market, and Vultr's own analysis says at least 80% of GPU market share by end of 2026 will be held by a small group of scaled neocloud providers.

Now zoom into Nebius specifically, because it is the most interesting publicly traded proxy for this trade.

Nebius is the infrastructure arm of the former Yandex Russia's equivalent of Google rebuilt from the ground up after Russia's invasion of Ukraine by Arkady Volozh and relisted on Nasdaq in October 2024.

The team that built it already knew how to run internet-scale infrastructure at the lowest possible cost, which is exactly the operational DNA a neocloud requires.

In Q1 2026, Nebius reported revenue of $399 million and already generating serious cash on a young business with revenue growing nearly eightfold year-over-year.

Then in March 2026, Meta signed a five-year infrastructure agreement with Nebius worth up to $27 billion, $12 billion in committed dedicated GPU capacity deployments beginning early 2027, plus up to $15 billion more tied to Meta purchasing Nebius's unsold third-party capacity.

The deal will be executed on one of the first large-scale deployments of Nvidia's Vera Rubin platform, the next-generation architecture after Blackwell making Nebius one of a tiny number of operators in the world with confirmed priority access to the most advanced AI hardware available.

Following the contract, Nebius guided to $7 to $9 billion in annualized recurring revenue for 2026 representing 540% year-over-year growth.

@chamath point about the $100 billion capital moat is the bear case for new entrants and the bull case for incumbents.

No one can afford to build the next CoreWeave or Nebius from scratch at current hardware and power costs.

The companies that are already built, already contracted, and already deploying Nvidia's latest silicon have a moat that compounds with every GPU generation cycle because they get allocations first, they deploy fastest, and their customers re-sign rather than wait for a new operator that does not yet exist.

Come join Milk Road Pro for our full breakdown, the complete neocloud competitive landscape, how to think about Nebius's valuation versus CoreWeave and AI entire thesis.

Link below.

[Nate Endicott @EndicottInvests]

Fantastic write up on $NBIS

Worth the 10-15min read