Late Stage Capitalism

Physician. 30yr investor.

Sept 2026 Top 5: 1. $DGXX 2. $IREN 3. $APP 4. $CIFR 5. $EULIF

[Logan Kilpatrick @OfficialLoganK]

In just the first 72 hours since Gemini 4 Argon launched, we processed ~25 trillion tokens, the demand for intelligence is incredible and still under appreciated!

[Late Stage Capitalism @GlobalCollapse]

@si_yokohama0101 Exactly 0 chance this changes anything for $IREN. These are 1.4MW pods, they are not going to install 1000 of these instead of large buildings at SW etc. This is meant for tiny deployments

[Late Stage Capitalism @GlobalCollapse]

@TheTranscript_ Threads will likely be much better if they add cashtags. Right now it's just engagement bait

[Late Stage Capitalism @GlobalCollapse]

@PSInvestor Not exactly what he said, he was talking about efficiency more than compute bottleneck.

[Patient Investor @PSInvestor]

🚨🚨🚨💥💥💥💥🚨🚨🚨🚨💥💥💥
Meta $META just told us where the AI bottleneck is, and it is not demand.

Its newest product is not even global yet.

Mark Zuckerberg $META, CEO:
'𝙄 𝙩𝙝𝙞𝙣𝙠 𝙤𝙣𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙗𝙞𝙜𝙜𝙚𝙨𝙩 𝙘𝙤𝙣𝙨𝙩𝙧𝙖𝙞𝙣𝙩𝙨 𝙨𝙤 𝙛𝙖𝙧 𝙞𝙨 𝙩𝙝𝙖𝙩 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙩𝙝𝙞𝙨 𝙞𝙨 𝙖 𝙘𝙤𝙢𝙥𝙪𝙩𝙚-𝙞𝙣𝙩𝙚𝙣𝙨𝙞𝙫𝙚 𝙨𝙚𝙧𝙫𝙞𝙘𝙚 𝙩𝙤 𝙧𝙪𝙣, 𝙬𝙚 𝙝𝙖𝙫𝙚 𝙣𝙤𝙩 𝙡𝙖𝙪𝙣𝙘𝙝𝙚𝙙 𝙞𝙩 𝙜𝙡𝙤𝙗𝙖𝙡𝙡𝙮 𝙮𝙚𝙩.'

People keep calling this a bubble. A bubble is a build-out running ahead of demand. This is demand waiting on compute.

We are early. 🧘‍♂️😏😇

[Late Stage Capitalism @GlobalCollapse]

@lipko @briangobosox They pay extra to get ahead in the queue for GPUs from NVDA, they pay extra to have workers building 24-7, they pay extra to get long lead time equipment faster, etc. None of that comes for free

[Late Stage Capitalism @GlobalCollapse]

@firstadopter Rule #1 never bet against $MSFT
Rule #2 never bet against $GOOG

[Gordon Johnson @GordonJohnson19]

In 2020 he said he'd do 20M in 2030. 🧐

[Late Stage Capitalism @GlobalCollapse]

@lipko @briangobosox Actually quite the opposite. He's overpaying for speed

[Late Stage Capitalism @GlobalCollapse]

@TheFoolishPig @briangobosox At least until he gets Terafab up and running at volume chip production

[Late Stage Capitalism @GlobalCollapse]

@LinusEkenstam @JensenHuang @nvidia These are not replacing 1GW deployments, or even 100MW deployments. These are 1.4-1.6MW each they are meant for small sites only.

[Late Stage Capitalism @GlobalCollapse]

@HyperTechInvest I dunno, I'm usually anti Elon valuations but they are delivering 400MW+ of DC capacity a month at 40-50M/MW revenue, so adding 16-20B ARR each month. I could see them at 225B revenue in 2027 with 100B profit. At 20x multiple that is 2T but Elon co are never only 20x

[Late Stage Capitalism @GlobalCollapse]

@wallstengine Nobody believes his lies anymore

[Late Stage Capitalism @GlobalCollapse]

@Playerinthgame Basically 0 risk of this. GB300 rental prices are at record levels, demand is so far beyond supply that this isn't a legit concern

[Late Stage Capitalism @GlobalCollapse]

@Incite_corp I don't think anyone is claiming their 200-220k GPUs deployed each month is a lie, which is +16-20B/yr added each month at their reported rates

[Late Stage Capitalism @GlobalCollapse]

Realistically I can see $SPCX at 200-250B revenue in 2027 and with exit ARR of about 325B/yr.

[Late Stage Capitalism @GlobalCollapse]

@1CoastalJournal They made 4.4B last quarter and are adding 220k GPUs a month which adds 1.5B revenue per quarter at around 60% margins. I hate Elon and his companies are all overvalued but you're not being realistic either.

[Brad Freeman @StockMarketNerd]

200x earnings... for this. 🤷‍♂️

[Marlene Robertson🇨🇦 @marlene4719]

PM Mark Carney has confirmed he’s cutting ties with Musk and Starlink and heavily backing a $2.3 billion contract with Telesat Lightspeed.

Musk and his mood swings has shown us who he is and we believe him.

[Late Stage Capitalism @GlobalCollapse]

@bc8Sooners You realize each pod is only 1.3-1.6MW right? Makes zero sense to deploy this in a 1.4GW site.

These would make sense for 20-50mw sites