Andrew

Andrew | 30s | ATL

[Andrew @iGotUrSquirrel]

@jimcramer @davidfaber Netflix is likely going to buy NBCU/Sky Sports and get their live tv, movie studio, and show IP. Calling it now. Way better financials than last acquisition target

[Andrew @iGotUrSquirrel]

Alright Trump, time to call up FIFA and get that red card overturned

[Andrew @iGotUrSquirrel]

@mvcinvesting Buying opportunity for NeoClouds today. In reality this is just signaling that compute demand will far exceed expectations. Meta just saying they have a back up plan just in case. Bullish for compute. This rebounds by next week

[Andrew @iGotUrSquirrel]

@amitisinvesting He’s already locked into the same components as a neo cloud. Has deals for compute, GPUs, and power already in place. If it’s more profitable to just take that and sell it elsewhere (because demand is so wild), it’s a better ROI than current direction

[Andrew @iGotUrSquirrel]

@daniel_koss Just easy to own RocketLab, Space X, and ASTS trio. Call it a day and covered in space sector

[Andrew @iGotUrSquirrel]

@netflix Sooooo Fubar all over again?

[Andrew @iGotUrSquirrel]

@MurrayHillGuy1 Time to cut ties with a POS like that. She needs to sack up and just end it. Just act like an adult

[Andrew @iGotUrSquirrel]

@Polymarket better fix your app. None of my positions are loading, portfolio is missing hundreds of dollars, and app is pure garbage

[Andrew @iGotUrSquirrel]

@amitisinvesting It’s all about the picks and shovels atm. AI themes are in tact, but ROI on hyperscalers is not happening anytime soon. Just have to roll with the themes and benefactors. MSFT, META will come back around but it’s likely 2027/2028 before meaningful ROI happens

[Andrew @iGotUrSquirrel]

@BeatinTheBookie And there’s the 3rd leg

[Andrew @iGotUrSquirrel]

@gurgavin Not to mention also ASTS and ARM

[Andrew @iGotUrSquirrel]

@endless_frank Likely short covering going into the rocket launches scheduled for June 17th

[Andrew @iGotUrSquirrel]

@amitisinvesting Got 10 with Fidelity (only 10% of ask), but happy to at least have something

[Andrew @iGotUrSquirrel]

@JoshTradeOption Asked for 100 and got 10 with Fidelity

[Andrew @iGotUrSquirrel]

@Reformed_Trader Have to wait for a catalyst which will be the rocket launches on June 17th and Space X IPO

[Andrew @iGotUrSquirrel]

@TheProfInvestor Normally I’d say yes, but the difference here is the level of institutional buying to support indices on the first day. Rules rearranged for Space X vs all of these other examples

[Andrew @iGotUrSquirrel]

@JohnTinsman Should add ARM under CPUs. They will dominate robotics in the future and easily going to be a massive company

[Andrew @iGotUrSquirrel]

@aaditsh Availability to power. They built a solar farm and have easy access to address power dynamic of data center build outs. Google doesn’t want to say no due to capacity or power constraints. Now they can take it any/every customer they want

[Andrew @iGotUrSquirrel]

@Jukeyz CBRS

[Andrew @iGotUrSquirrel]

@realroseceline The market is telling a story. If you look at virtually anything related to consumers, they are all down. Why? Because inflation will continue to get worse, spending is slowing, money is stretched, and recession likely. AI trade only thing expanding due to insane capex p