БЕДНАЯ НАСТЯ

Chief Gambling Officer

[БЕДНАЯ НАСТЯ @mdmadna]

Blessed

[БЕДНАЯ НАСТЯ @mdmadna]

@jrouldz Hm I just realised Ive been using your approach mostly from very beginning on instincts

Thank you

[Mason @miscomputate]

$INFQ Wow.

Infleqtion is literally presenting the Infleqtion Quantum Congressional Dinner at the Capitol Hill Club in Washington, D.C.

September 20-23: exact date TBD

And look at the positioning:

National security. Scientific discovery. Advanced sensing. Space systems.

This is not just another quantum conference booth. This is Infleqtion putting its name directly in front of lawmakers and policy leaders while Washington is accelerating the national quantum agenda.

Wall Street keeps reducing this company to a 30 vs 96 logical qubit debate.

Meanwhile, Infleqtion is positioning itself inside the actual U.S. quantum policy and national security apparatus.

Not a contract. Not an official selection.

But this is absolutely not nothing.

https://t.co/zqSFiDii7B

[БЕДНАЯ НАСТЯ @mdmadna]

@StockSavvyShay @danielnewmanUV How is that $CIFR with the lowest margin if they do colo with no depreciation on the balance sheet ?

[mon @moninvestor]

Google said no, so $META signed a deal with $NBIS.

The Financial Times today reports that Google has limited Meta's use of its Gemini AI models.

Around March, Google told Meta it could not provide all the Gemini capacity Meta wanted to buy. The restrictions remain in place and have disrupted and delayed some of Meta's internal AI projects.

Meta has since told staff to be more efficient with AI tokens. Other Google clients were affected too, but Meta was hit hardest because of its high demand for compute.

Now connect it to what Meta did that same month.

On March 16, Meta signed a deal worth up to 27 billion with Nebius (NBIS), covering $12 billion of dedicated capacity and up to $15 billion more over five years, built on NVIDIA's Vera Rubin platform.

That expanded an earlier $3 billion deal from November 2025, bringing Meta's total committed spend with Nebius to about $30 billion.

Reuters described it as US tech giants supplementing their own data center buildouts by locking in scarce GPU and power capacity from neocloud providers.

This is not a one off. Microsoft has committed over $60 billion to neoclouds. Combined 2026 capex from the largest tech companies is projected at up to $720 billion.

Even at that scale, supply is not keeping up. Google Cloud revenue hit about $20 billion in Q1, and Pichai said compute constraints held back further growth, with the cloud backlog nearly doubling quarter over quarter.

When the most vertically integrated AI provider runs short, the overflow flows to specialized GPU providers. That is the neocloud sector.

Veru bullish for the whole sector.

$IREN, $CIFR, $WULF...

[Serenity @aleabitoreddit]

Guess we finally found why $META signed massive agreements with Neoclouds like $NBIS back in March...

And why Gemini got super nerfed.

$GOOGL reportedly restricted Meta's capacity in March 2026 because of compute restraints.

Google's CEO said from last earnings computing power restrictions prevented Google Cloud from taking on more customer needs and made the department's backlog nearly double the previous quarter.

This is probably positive for the AI DC capex buildout since hyperscalers capacity is way below what is needed, and especially so if they can't rely on one another.

[БЕДНАЯ НАСТЯ @mdmadna]

@Umbra_Mirrors @Barchart Tomorrow

[БЕДНАЯ НАСТЯ @mdmadna]

@BitcoinAIGuy Current $MSTR EV mNAV is 1.0 with
Historical bottom 0.7-08

Given $BTC 60k

0.8 - $55
0.7 - $40

Still early

[БЕДНАЯ НАСТЯ @mdmadna]

@gulVasikova Cathie High profile investor ? 🤪

[Milk Road AI @MilkRoadAI]

This is WILD!

Nvidia just launched something that could compress the most expensive process in medicine from 12 years to 12 months.

BioNeMo Agent Toolkit is an open, agent-ready platform that turns AI agents into autonomous scientific workers, giving them the ability to run real drug discovery workflows instead of just generating ideas.

And more than 50 companies are already using it, including Anthropic, OpenAI, Eli Lilly, Databricks, Snowflake, Dassault Systèmes and Schrödinger.

Here is what it actually does.

Traditional drug discovery costs an average of $2.6 billion per drug and takes over a decade.

Most of that time and money goes into screening millions of compounds, designing proteins that bind to disease targets and running countless lab experiments to validate whether something works.

BioNeMo agents now do all of that computationally before a single lab experiment begins.

The demo Nvidia shared makes the speed impossible to ignore.

An agent was asked to design 10 protein binders for PD-L1, a critical cancer immunotherapy target and it completed the full design, co-folding, scoring, and 3D structural analysis on GPU in under 90 seconds.

What used to require weeks of wet lab work and PhD-level expertise now runs as a callable tool inside an AI workflow.

The four core capabilities are virtual drug screening, protein binder design, genomic analysis, and medical imaging each one compressing tasks that previously took weeks into minutes.

The institutional validation behind this is unusually strong.

Nvidia and Eli Lilly announced a joint investment of up to $1 billion over five years to build a co-innovation lab running entirely on BioNeMo.

The University of Washington's Institute for Protein Design is already running RosettaFold3 at 2x faster performance than the prior generation.

And the market this unlocks is enormous, and Nvidia is sitting right at the center of it.

The AI drug discovery market is projected to grow from $2.9 billion in 2026 to $13.8 billion by 2033 and McKinsey estimates generative AI could deliver $60 to $110 billion in annual economic value to pharma.

Bullish on drug discovery!

[Small Cap Snipa @SmallCapSnipa]

BLOOMBERG: AI SALES START TO JUSTIFY DATA CENTER SPENDING BOOM

“The hundreds of billions of dollars tech companies are spending on AI may be economically sustainable”

Global AI sales, excluding China, reached $25 billion in Q1 2026 exceeding estimates of $21 billion in quarterly depreciation costs for data centers and chips

[БЕДНАЯ НАСТЯ @mdmadna]

@intpgemz Even dog can do it
What's your excuses ?

[БЕДНАЯ НАСТЯ @mdmadna]

@MktMavPro The thing is if you got fiat in clean way and buy stocks it's ultra low risk
With BTC they can put any exchange in sanctioned list and all coins is marked
There are 4 big audit firms involved in it and from my research you can't reach them until u have big media presence

[БЕДНАЯ НАСТЯ @mdmadna]

@LiberNovo I can work in bed thanks

[БЕДНАЯ НАСТЯ @mdmadna]

@Dmytro_Lebid Elon is great fabulist when take too much ketamine

[БЕДНАЯ НАСТЯ @mdmadna]

@mikealfred @pamelawright RIP normies 🤗

[БЕДНАЯ НАСТЯ @mdmadna]

@Glitch_Trades It's Friday

[БЕДНАЯ НАСТЯ @mdmadna]

@SixSigmaCapital Sector is hot rn and rotation will happen eventually

[БЕДНАЯ НАСТЯ @mdmadna]

@TickerSymbolYOU Good luck 🤣🤣🤣