Man From Nowhere

Interested in asymmetric stock opportunities.. Currently holding $HOOD $TSLA $ETH $HIMS $AMD $GOOGL $META $DRAM and few other useless ones.

[Man From Nowhere @man_nowere]

@hood__house Let him cook

[Man From Nowhere @man_nowere]

Immigrants are clear force multipliers. This is a great initiative from Micron and Sanjay. @sundarpichai Hope you are listening and and invest in the future of America by contributing to Trump accounts.

[Sanjay Mehrotra @MicronCEO]

Thank you @POTUS for your support. Micron is proud to be part of this historic initiative, which complements our over $200 billion investment in U.S. memory manufacturing and R&D, creating over 90,000 jobs across the country.

[Man From Nowhere @man_nowere]

@oguzerkan Most of these companies have enterprise business and compute constraints for the next few years. META has excess capacity and has a massive 6gw deal with AMD.

[Man From Nowhere @man_nowere]

@hamids They have a 6 GW deal with AMD over the next few years.

[Man From Nowhere @man_nowere]

@Dr_Crossroads @StockMarketNerd They have an elephant-size deal with AMD to purchase 6 GW of compute in exchange for 10% AMD stock. META is winning big time here and collecting free 10% AMD stock as royalty. They timed everything perfectly.

[Man From Nowhere @man_nowere]

@kevinxu @G_P_78 As soon as you saw 100k, you should have sold it.

[Man From Nowhere @man_nowere]

@garyblack00 My estimate is 500K. Gary won't agree that FSD is getting sold like fresh vegetables.

[Man From Nowhere @man_nowere]

@21mattsmith1998 @daniel_koss META already has a deal with AMD to buy 6 gigawatts of computing over the next few years for 10% options.

[Man From Nowhere @man_nowere]

@StockTrader_Max Especially, they treat IREN investors as some shitholes.

[Man From Nowhere @man_nowere]

@hood__house $1,000 and I am a millionaire. Don't mess up, Vlad.

[Man From Nowhere @man_nowere]

$META

[Man From Nowhere @man_nowere]

@aleabitoreddit Don't forget that META has a deal with AMD to deploy up to 6GW of computing over the next few years in exchange for 10% of AMD stock options. META is in a prime position to build an AI empire and collect 10% of AMD stock as royalty.

[Man From Nowhere @man_nowere]

@aleabitoreddit Don't forget that META has a deal with AMD to deploy up to 6GW of computing over the next few years in exchange for 10% of AMD stock options. META is in a prime position to build an AI empire and collect 10% of AMD stock as royalty.

[Man From Nowhere @man_nowere]

@adamemedia1 Inadvertently, they are creating a hostile environment for their loved ones.

[Man From Nowhere @man_nowere]

@TurnerNovak Crazy. How did they miss the obvious cloud computing trend in the 2010s?

[Man From Nowhere @man_nowere]

@pepemoonboy is laughing his way to the bank.

[Man From Nowhere @man_nowere]

$META IMHO, META has the easiest asymmetric potential in the market right now. They've got 3.5 billion MAU just waiting to be monetized via subscription, AI cloud computing, and better-looking smart glasses than competitors. Easy 1000 from this level.

[DVB @DeepValueBagger]

This Bloomberg article triggered the $META pop 7.5% pop this morning.

I've been saying all along $META should build Anthropic or Cloud type of business. They have all the ingredients to. If I see more confirmation from Zuck behind this, I could change to a bull.

[Man From Nowhere @man_nowere]

@Rambo76761130 @DeepValueBagger Even Google purchases computing from SpaceX. Nowadays, everyone is buying from everyone else.

[Man From Nowhere @man_nowere]

@amitisinvesting "Intimately tied," dude doesn't want to wake up with half of his followers gone lol

[Man From Nowhere @man_nowere]

@oguzerkan Keep saying this, and we will keep printing money with $AMD.

[Man From Nowhere @man_nowere]

@PollTracker2024 The US lost the penalty shootout 6-3.