k k

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[k k @khalidaxx]

@alexandr_wang i love the hard work. Tell zuc to rent out half a gw out before earnings on 50b/gw year rates so market can rerate meta to 1k then you can equity raise for more capex .

[k k @khalidaxx]

@AlCJ200228 looks like nganou the ufc guy

[k k @khalidaxx]

@comicsexplained bro chill he ain't anything without the alien tech

[Sustainable Growth @fintegrate]

$META leapfrogging $GOOG Gemini models in <6mths reinforces my view that the model layer will ultimately commoditize and distribution will rule the day. Wall St doesn’t realize this yet- it will soon. I see a whole new non ads biz for META here. Cloud serve, Agents etc

[k k @khalidaxx]

@TBU12345678 who's doing an equity raise below 850? no one

[k k @khalidaxx]

@wallstengine 15b net per gw btw

[k k @khalidaxx]

@Axaxia88 maybe we can make gpus out of these ?

[k k @khalidaxx]

@StockMarketNerd 50b/gw-year

[Wall St Engine @wallstengine]

$META’S ZUCKERBERG SAYS EXPLORING AI CLOUD BUSINESS MAKES SENSE - BBG

[k k @khalidaxx]

@negligible_cap not happening before a 1200 share price or 28pe at least

[Bourbon Capital @BourbonCap]

$META will hit $1000

[k k @khalidaxx]

meta’s spark 1.1 pricing: $1.25/M in, $4.25/M out. run that through a GW’s annual token throughput and it comes out to ~$50B revenue per GW per year, ~$20B net.

’27 core: ~$95B net (recsys already in). monetize just 1.5-2GW at list = +$30-40B nobody models.

~$130B at 24x = $1,200 stock. it’s at $600. ok

[k k @khalidaxx]

@InvestorVideos although i wish to argue against you, you're right it should be better than fable after all this money spent

[k k @khalidaxx]

@joshwoodward @GeminiApp the fact that you have to ask this is concerning in itself

[k k @khalidaxx]

@omgsidewalks having a low iq?

[k k @khalidaxx]

@fake__brad either that or the steel quality is poor or they've not used enough thickness etc , not adhering to codes for factor of safety, or not placing structural elements in areas they're needing forcing other elements to carry more than they should @grok

[k k @khalidaxx]

@AdityaInvests90 people can't understand how their main customer is going to be profitable . chat gpt selling 20$ subs is not enough revenue for their burn rate and it seems like the competition is stiffer than expected .

[k k @khalidaxx]

@HyperTechInvest supply 🆙 demand ⬇️

[k k @khalidaxx]

@matt_slotnick @atelicinvest problem is they're distilling from openai i believe so do they ever really cross ?

[k k @khalidaxx]

@Lazarus_Capital @evrgn11112231 releasing a ps2 when ps5 been out already ain't it tbh