Justin Fuller

[Justin Fuller @justinfuller]

Slowing down frontier won’t change AI spend. China steals our stuff anyway. If anything this creates a longer runway and as an investor I would rather have long term consistency than short term intensity. I know market won’t see it that way, but why I will start btfd tomorrow.

[Justin Fuller @justinfuller]

@qcapital2020 Guessing everyone forgot about both the tarrif and DOGE dividends already as well.

[Justin Fuller @justinfuller]

@lucasfancation @araseb_ If you want to be able to click her links just hit alt+f4 on your keyboard.

[Justin Fuller @justinfuller]

@Mike_Junius @unusual_whales headline marketing and it works every year to sell more books 😂

[Justin Fuller @justinfuller]

@CKCapitalxx Excited to dig into what they say, hoping for a big flush on headline numbers

[Justin Fuller @justinfuller]

@TheRayMyers On #6) the backward-looking FY26 headline number is not going to be good.

But here is a summary of what I am going to be looking for to calibrate my models and position sizing for the next quarter.

[Justin Fuller @justinfuller]

@cmsinvests $41 looks like max pain for expiring options today. The one down side to institutional ownership. The JaneStreet playbook.

[Justin Fuller @justinfuller]

@hyperxist25 @OptionsMir Terrifying 💀

[Justin Fuller @justinfuller]

@PeterSchiff

[Justin Fuller @justinfuller]

@wacbinvesting @IREN_Ltd @danroberts0101 Interesting that these targets point toward a similar ARR production per targeted MW:

IREN >$4.0B 480 MW =>$8.3M/MW
CRWV ~$19B >1,850 MW =~$10.3M/MW
NBIS $7–9B 800–1,000 MW=~$8.9M/MW midpoint

while their multiples are wildly different

[Justin Fuller @justinfuller]

@TheStocksKing Yes - long term consistency

[Justin Fuller @justinfuller]

@FirstSquawk

[Justin Fuller @justinfuller]

Claude telling me how it's gonna be 😂

[Justin Fuller @justinfuller]

@Freedom_By_40 Very big level - also right at the 50 week SMA @ $46.50

[Justin Fuller @justinfuller]

@Barchart What if you acquired $1 worth of gold in 1526?
When in doubt zoom out 😂

[Justin Fuller @justinfuller]

@optionscjp Riot signed something bond-like. Twenty years of contracted rent, one tenant’s credit, no exposure to what compute prices do. If GPU rental rates triple, Riot sees none of it. If they collapse, Riot doesn’t care, the rent is the rent.

[Justin Fuller @justinfuller]

@DeItaone Where is the DOGE dividend
Where is the tariff stimmy
Why did Ukraine war not end in 24 hours
Why appoint Kevin Warsh (who said rates were too accommodating in 2008)
Why do tariffs
Why start wars
We have $9T of debt to roll and rates are too high. All these things don’t help

[Justin Fuller @justinfuller]

@Konstant_strat @benoitz You still thinking 16 for a bottom?

[Justin Fuller @justinfuller]

@FrancescoNoir @LEADER_TRADING CalYear2027 GAAP Revenue not ARR

But either way...we are 1/3rd the way to our double already😂

[Justin Fuller @justinfuller]

@planetbarsent @stocktalkweekly Finally could buy some Chic-fil-a stock