KingXKoK

[KingXKoK @kingkai1998]

@AtlasShrug1 @jukan05 Prepaysssss

[KingXKoK @kingkai1998]

@ethanagarwal Wym for sale

[KingXKoK @kingkai1998]

@Lihong062 Why does dropping 4/6-high stacks imply prioritizing bandwidth? At the same bus width and pin speed, wouldn’t taller stacks mainly add capacity? Do those shorter designs lose channels, or is this about getting more GB per scarce base die?

[KingXKoK @kingkai1998]

@LowAlphaHighVol @jukan05 You'll take the deposit contractually cuz it's already in the trust or whatever but idk if much protection beyond that yea

[KingXKoK @kingkai1998]

@LowAlphaHighVol @jukan05 Deposits help enforce

[KingXKoK @kingkai1998]

@jukan05 Prepayment rate? Prob can't sue to enforce if 💩 🪭

[KingXKoK @kingkai1998]

@TomSzczypka Have to be like 30% prepaid

[KingXKoK @kingkai1998]

@jukan05 Noooo dividends are subject to withholding tax :'(

[KingXKoK @kingkai1998]

@furnuwees @herbertong @TeslaLarry If they want $700B run rate end of 2027 they probably need the $400B in 2027 itself. So need to raise $300B. Probably quarterly $25B bond and $25B equity raise.

[KingXKoK @kingkai1998]

@Rachel_hkz @mfishbein @bhorowitz @patrick_oshag Can buy customer data for $$$

[KingXKoK @kingkai1998]

@furnuwees @herbertong @TeslaLarry Yup $100B from bond market, $100B equity raise, $200B Jensen vendor financing

[KingXKoK @kingkai1998]

@zephyr_z9 Consolidation can mean m&a at profitable (for founders, investors, employees) exits

[KingXKoK @kingkai1998]

@yaddlezap @MTSlive Longer term stable revenue over short term profiteering mayhaps

[KingXKoK @kingkai1998]

@ParadisLabs Meaning AI stocks can only grow as their cashflows support capex... So 25% a year? Pretty great returns if it lasts 10 years (which bc it's slowed down, maybe it will)

[KingXKoK @kingkai1998]

@NegativeAlp Actually SpaceX should acquire coreweave. Financing/capital access arbitrage and SpaceX and rent out any new builds at $50B/GW

[KingXKoK @kingkai1998]

SpaceX should acquire Coreweave $SPCX $crwv

[KingXKoK @kingkai1998]

@NegativeAlp Right maybe not anti trust but probably Nvidia's customers and shareholders might not be happy that they're finally truly selling to themselves. Big J says he wants to do as much as they need to and as little as possible

[KingXKoK @kingkai1998]

@RealMattMoney While I'm long CRWV, I'm reminded of https://t.co/xjwtTHRJ66
"FTX is fine. Assets are fine."

[Trung Phan @TrungTPhan]

November 7th: “FTX is fine. Assets are fine.”

November 11th: “It’s over.”

[KingXKoK @kingkai1998]

@Dr_Crossroads 7% 8% 9% rates are cheap if AWS project IRRs are 20%+ unlevered