David

Enthusiastic Investor | IREN,ONDS,HOOD,PLTR,NBIS |

[Adin - عدین - עדין @AdinHaykin1]

"Your taxes"

[Uri Kurlianchik @VerminusM]

There are 500 million Arabs, 90 million Iranians, and 10 million Israelis. I hate to break it to you, but Israel is the resistance in this story. You are the empire.

[🥷🏼 @killeures]

Reminder, Messi shouldn’t be playing this game

[ᴘʀɪɴᴄᴇ @AveiroPrince_]

Just a reminder that FIFA cancelled this goal in the World Cup. These are the kinds of corruption Cristiano Ronaldo has been up against his whole career.💔

[fan 🇵🇹 @NoodleHairCR7]

Messi fans tryna convince me how 6 penalties in 9 games is completely normal

[Dominik Tarczyński MEP @D_Tarczynski]

See you in court, loser!

[David @csboylol]

@AndrewCurran_ I used GLM 5.2 but it’s actually shit, just my experience, 5.5 is much better imo.

[David @csboylol]

@teddy_fore1 @Fllw_the_light @Vivek4real_ Just because they are not leasing it, doesn’t mean they can’t lease it, if you don’t understand the difference, investing in this space is not for you…

[David @csboylol]

@amitisinvesting @fomo @PaulErlanger @seyong @RangarajSrikan1 Amazing!

[Caт 🐝 @CatShoshanna]

Islam is so performative.

[David @csboylol]

@danahitc15 @OndasHoldings Im buying more right now.

[David @csboylol]

@ChairmansLedger 🤣

[David @csboylol]

@DollarCostAvg You really think ads that cost some tens of thousends are the reason they tappin atm? you serious?

[CTech @Calcalistech]

.@anduriltech explores Israeli expansion as defense-tech boom accelerates.

Palmer Luckey's $61 billion startup considers local operations, partnerships, and investments in Israeli startups.
https://t.co/c3xNw5OIDv

[David @csboylol]

@amitisinvesting calling @MirantisIT “a basic Kubernetes company” misses the bigger picture.

Mirantis is not just a company that helps customers deploy Kubernetes. It has decades of experience across OpenStack, Kubernetes, bare metal infrastructure, cloud operations, and large-scale infrastructure management.

The strategic value for $IREN isn’t that they “bought Kubernetes.” The value is that they acquired a software and orchestration layer that can help manage, automate, and scale AI infrastructure at enterprise level.

Building a reliable AI cloud platform that enterprises are willing to run production workloads on is a very different challenge.

It’s completely fair to debate the acquisition price, integration risks, or whether management can execute successfully. Those are legitimate concerns. But reducing Mirantis to a “basic Kubernetes company” feels like an oversimplification of what they actually bring to the table.

In my view, the $NVDA cloud deal with IREN is probably one of the clearest early signs of why acquiring Mirantis mattered.

IREN did not just need more GPUs or more power. It needed a stronger software and orchestration layer to credibly operate an enterprise-grade AI cloud platform.

And from a unit economics perspective, IREN’s NVIDIA deal looks like one of the strongest cloud deals in the market, even compared with names like Nebius and CoreWeave, with the only real exception being some of the more recent SpaceX-related AI infrastructure arrangements.

[Andreas Fagerbakke @afagerbakke]

Be this guy.

[Vlamss @Vlamss]

hamas in one picture

[New York Post @nypost]

Freed Israeli hostage details horrific sexual assaults he suffered from Hamas: 'I just wanted him to stop' https://t.co/QsZ7QnwnR8