Franky

[Franky @ctffranky]

@CoffeeStocksGuy It makes you wonder what they are doing with all that capacity. I'm sure if they want to lend it out today, they can

[Franky @ctffranky]

@CernunnosCap @albertobertoz It’s about manufacturing scale and production volume.

Comparing enterprise hardware to a consumer product, and believing that a low-volume custom design for specialised enterprise equipment can somehow out-manufacture an established OEM, is highly unrealistic.

[Franky @ctffranky]

@LukasFrije1re @D2C3FiveA I like Bitcoin due to its total supply, I like IREN due to their meat space portfolio.

Buying and integrating software is much easier than building physical space in the AI era.

[Franky @ctffranky]

@CKCapitalxx The key question is: Can CoreWeave deliver?

They operate with a heavy lease strategy. Slippage risk is high, but it could still make a good short-term play.

However, the actual data center capacity needs to come from somewhere.

It is like buying paper gold vs physical.

[Franky @ctffranky]

@WessexCapital @DeepValueBagger I thought data-center buildout for a fully power-enabled facility takes 5+ years, while GPU lead times are only 3–7 months?

Long term leasing datacenters has a much higher slippage risks?

[Franky @ctffranky]

@RHouseResearch Just keep it simple…

IREN:
- Target: 3+ GW
- Own: 810 MW (100%)
- Rent: 0 MW
- Operational: 810 MW

CRWV:
- Target: 3.1 GW
- Own: Limited
- Rent: 850+ MW
- Operational: 850+ MW

NBIS:
- Target: 3+ GW
- Own: Mostly new
- Rent: Some
- Operational: 170 MW

[Franky @ctffranky]

@web3pingu Iran has produced significant stockpiles of enriched uranium, including around 440 kilograms at 60% purity (near-weapons-grade), which could theoretically be used to produce a dirty bomb. I am quite sure this is the reason for the preemptive strike.

[Franky @ctffranky]

@apsk32 @QaleoX so you are thinking of another FTX event?

[Franky @ctffranky]

@mikealfred I wonder why people give $MSTR such a higher premium than $ASST. Both run similar BTC treasury/accumulation strategies, but $ASST has a cleaner balance sheet (less debt/leverage dilution risk).

[Franky @ctffranky]

@BenjaminDEKR I wonder are there any differences in term of strength, as well as learning from zero shot video.

[Franky @ctffranky]

@J3ST3RRRRR @DI313_ I can imagine weight, heat, material and other factors matters a lot.

[Franky @ctffranky]

@GenevaInvestor @LiebermanAustin He pumped Pepsico long time ago, I think he pump it in last year, when everyone is starting to jump on the AI trading.

[Franky @ctffranky]

@TheKamaHsutra @pei_liu3 @captainkeel How about shares?

[Franky @ctffranky]

@Tsuff101 @gary_pallett Not all lands are created equal, nor are all data centers. Evaluating them requires looking beyond mere megawatts (MW) or gigawatts (GW) to factors like efficiency, location, and scalability.

[Franky @ctffranky]

@MightiJamie He only need to pay $5m to buy “Trump card” the gold card visa to get back. It should be quite a small amount for Elon 😂.

[Franky @ctffranky]

@AbroadInJapan @ryotarosjapan sushi is the best - https://t.co/ktJA9i3NWU
#tabeloglive

[Franky @ctffranky]

@GlamGrafter @sahouraxo Not to mention Iran also provides weapons to Russia, whom is invading Ukraine.

[Franky @ctffranky]

@Justin_Bons I can still self-custody and sell it much faster than gold or real estate. While it might fails as money, nature always finds a way, but it has successfully become a reliable savings technology.

[Franky @ctffranky]

@caprioleio Only if the bank is taking this seriously and start upgrading their system. Quantum will break almost every single system existed. Even Google own’s product (e.g. Gmail)

[Franky @ctffranky]

@evolux0 @Yaita_Akio Claude model vibe code最好