Dingo__hunter

Tweets are not recommendations.

[Dingo__hunter @dingo__hunter]

Everyone’s focused on LLMs and text—but that’s just the start. Now we’ve got image generation (massively more data), video is next, then humanoids and self-driving. Each step multiplies compute needs.

Data center demand? Still the first inning.

Thread 🧵 ⬇️

@chamath @GavinSBaker @Jason @Figure_robot @Apptronik @CoreWeave @Core_Scientific @sama @elonmusk @branninmcbee @altcap @bgurley $CRWV $NBIS $CORZ $IREN $TLN $VRT $NVDA $ORCL @firstadopter @SemiAnalysis_ @dylan522p @PeterDiamandis @BillAckman @xai @grok @LambdaAPI

[Sam Altman @sama]

can yall please chill on generating images this is insane our team needs sleep

[Dingo__hunter @dingo__hunter]

@OddStats Yet you’re still up 22% from IPO price of $135

[Dingo__hunter @dingo__hunter]

I bet there are some big Anthropic compute deals coming! $CRWV $NBIS

[Dingo__hunter @dingo__hunter]

@karpathy owns $CRWV!

[Dylan Patel @dylan522p]

Breaking: Andrej Karpathy just filed his Q1 2026 13F.

Here's everything you need to know about his recent 13F Top 10 positions:

1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04B
2. Nvidia - $NVDA - [Put] — $1.57B
3. Oracle - $ORCL - [Put] — $1.07B
4. Broadcom - $AVGO - [Put] — $1.01B
5. Advanced Micro Devices - $AMD - [Put] — $969M
6. Bloom Energy - $BE — $879M
7. SanDisk - $SNDK — $724M
8. Micron - $MU - [Put] — $584M
9. CoreWeave - $CRWV — $556M
10. Taiwan Semiconductor - $TSM - [Put] — $535M

New positions:
• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M

Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

[Dingo__hunter @dingo__hunter]

S&P 500 - Winners vs. Losers

[Dingo__hunter @dingo__hunter]

$CRWV - that was a big Q. If margins pull ahead later this year that stock will be much higher

[Dingo__hunter @dingo__hunter]

$CRWV

[TheValueist @TheValueist]

If you still have any doubt that there will be massive new-build data center construction until at least 2030, listen to this entire $STRL call. Unhinged demand.

[Dingo__hunter @dingo__hunter]

@dylan522p 🤣

[Dingo__hunter @dingo__hunter]

$CRWV

[Mike Novogratz @novogratz]

The lights are on at Helios.

First data hall delivered to @CoreWeave. Our AI data center business is officially generating cash flow.

This validates what we've known internally for a while. We have a strong team that can execute at a high level, even as many other data centers are expected to be delayed or canceled.

We're just getting started.

[Dingo__hunter @dingo__hunter]

950% borrow on $XNDU

[Dingo__hunter @dingo__hunter]

$CGX.TO - Cineplex gauging interest from potential buyers

https://t.co/fP67Uxti5Z

[Dingo__hunter @dingo__hunter]

$XNDU - quantum x photonics x tight float

$RGTI $NVDA $QBTS $AAOI @michaelsikand

[Dingo__hunter @dingo__hunter]

$XNDU

[Dingo__hunter @dingo__hunter]

$XNDU - after hours still cooking!

[Dingo__hunter @dingo__hunter]

$CRWV and $XNDU are 📈

[Dingo__hunter @dingo__hunter]

$CRWV $NBIS $MSFT $NVDA

[Bloomberg @business]

Trading firm Jane Street Group has taken an additional $1 billion stake in AI cloud services provider CoreWeave and plans to spend about $6 billion on the company’s technology offerings https://t.co/v23VL5lo43

[Dingo__hunter @dingo__hunter]

@VanBarfield Yes - very few shares to borrow so the primes increase the rates on the borrow

[Dingo__hunter @dingo__hunter]

Borrow on $XNDU is 150%

[Dingo__hunter @dingo__hunter]

@aleabitoreddit Check out $XNDU

[Dingo__hunter @dingo__hunter]

$XNDU - photonics x quantum

[Dingo__hunter @dingo__hunter]

$XNDU is the double whammy of photonics and quantum

With a bonus of one of the tightest floats in the market

@aleabitoreddit @michaelsikand