EscVelCap

$NBIS $NVDA $EVC $MU

I wanted the independence. I desperately wanted it.

[EscVelCap @FredPicks]

You need to learn constantly. New skills, better ways of doing things.

There’s no limit to brain plasticity. Every few years you can reinvent your identity, move up, develop more wholesome personality

[EscVelCap @FredPicks]

@realpeteyb123 Was there last week, great energy, beast of a city

[EscVelCap @FredPicks]

@rubicon59 Well I guess I just need to buy more $EVC

[EscVelCap @FredPicks]

@Midnight_Captl $NVDA and $MU multiples are driving me insane especially after Musk's comments today

[EscVelCap @FredPicks]

$NVDA might be the cheapest company in the world

[tae kim @firstadopter]

SpaceX will more than triple its Nvidia GPU compute footprint by the end of 2027. Wow.

Elon Musk on SpaceX earnings call: “We expect to end this year with over two gigawatts of compute and probably our cumulative compute online by the end of next year will be several times higher .. Let's say, be closer to ten gigawatts of compute than five gigawatts of compute. Going forward, we've decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture.”

[EscVelCap @FredPicks]

@firstadopter This is making $NVDA's multiple even more of a joke... what's the market thinking

[EscVelCap @FredPicks]

Low-quality interviewer but everyone should listen to Karp here

[Jawwwn @jawwwn_]

Palantir CEO Alex Karp RIPS into Anthropic’s Dario Amodei and OpenAI’s Sam Altman for making customers pay while transferring all the alpha in their business to them:

" All I did is put out facts. There's been no response to these facts."

" I've spent a lot of time with Dario and the EA crew. They want to tell you we have to march into a future where we own nothing, where our businesses aren't profitable, where none of us have jobs, and where our adversaries win."

"What if I charged you a million dollars and you found out I migrated your whole bank account into my bank account?"

" First of all, they don't create a lot of value. Second of all, the value they create gets migrated to someone else. And they're all running around saying, 'No ontology, no love,' which is a saying from the '70s I had to look up."

" I've spent a lot of time with Dario. He's not the caricature people think. They have a philosophy. That philosophy is a very important philosophy, the determinant of philosophy in the tech scene over the last couple years, and that philosophy in its business practice basically says in simple terms—I own the future, therefore you should migrate the value of your business to me and be happy with the derivative of that that you sometimes get after a wealth tax."

"Palantir, we get paid a lot of money. Why do we get paid a lot of money? Because we create value for the customer first, and value that they keep."

Via @CNBC @seemacnbc

[EscVelCap @FredPicks]

@jawwwn_ Wow what a low-quality interviewer. She has no idea what Karl is talking about

[EscVelCap @FredPicks]

@AJA_Cortes Also, people don’t know how to write. I’m from Brazil, I know

[EscVelCap @FredPicks]

I'm using @replit to vibecode some stuff and we're going so much higher from here

[EscVelCap @FredPicks]

@FabrizioRomano Bad loser

[EscVelCap @FredPicks]

@Midnight_Captl It's a good environment for stock picking, but you've got to endure some pain along the way with all this highly volatile narrative-driven market

[EscVelCap @FredPicks]

@Midnight_Captl @damnang2 This is so tiresome man

[EscVelCap @FredPicks]

@Midnight_Captl @evrgn11112231 Same 😂😂

[EscVelCap @FredPicks]

Seems it's a good time to start accumulating $TSLA again. Robotaxi finally expanding and Optimus development will likely accelerate from here with AI developments. Physical AI trade momentum + $SPCX merger expectation would probably help the stock

[EscVelCap @FredPicks]

@moninvestor I sold. I think the stock will probably do fine, they just need a deal. But I can't hold this with this egregious compensation package.

[EscVelCap @FredPicks]

Exited $IREN completely. I don’t like this compensation package.

[EscVelCap @FredPicks]

@retail_mourinho -15% this week… wish I had cash to buy the dip but am fully invested

[EscVelCap @FredPicks]

Down 16% in two weeks. Ouch

[EscVelCap @FredPicks]

$IREN has been a huge disappointment