Megalaks

$usdc to the moon

[Megalaks @megalaks]

today I'm adding about 5% more $CRWV to my portfolio.

[Megalaks @megalaks]

@wallstengine $WYFI? 👀

[Megalaks @megalaks]

@RealJimChanos Wouldn't you? I sure would.
$crwv is my biggest position. but it sure takes balls to make it 100% of your portfolio.

I think it's quite healthy to have some of your net worth in non-AI related assets too.

[Megalaks @megalaks]

Hi @aleabitoreddit fyi:
The CoreWeave debt narrative is lazy.
$CRWV is not borrowing blindly. It is financing contracted AI capacity.
Can scarce NVIDIA compute earn more than ~6% project debt?

If no, the entire AI infrastructure cycle is wrong.

If yes, CRWV is not overlevered.

Add the possibility of U.S. strategic capital for AI infrastructure, and the setup gets even more asymmetric.. I don't think either Iren nor NBIS will qualify here.
one announcement of a US government strategic investment in $CRWV and the stock price will be 200$ in weeks or days.
also it's a @leopoldasch top holding.

also.. incentives are perfectly aligned, almost everybody wins if Coreweave wins. Nvidia wants coreweave to grow, @AnthropicAI want coreweave to grow, @OpenAI wants coreweave to grow. the US wants coreweave to grow.
You were right months ago that NBIS was undervalued, but right now I don't see a better #AI stock at the moment than @CoreWeave.
Thanks for reading ❤️

[Megalaks @megalaks]

@C_Angermayer and @elonmusk Space Exploration, Longevity, AI, Psychedelics, Robotics...
Amazing how many exciting frontiers humanity is pushing on now, thanks to people like you. Thank you for making it possible to invest in companies like $SPCX, $TSLA, $ENHA and $ATAI.

[Megalaks @megalaks]

@StonkChris I think so too, the narrative that Coreweave has problematic debt is lazy. But I think that is the narrative that has drawn it down, people like @aleabitoreddit simply don't have an updated view on $CRWV ... yet ;)
It will change in a couple of weeks I think

[Megalaks @megalaks]

@RepzdaCanes What do you think about about PLSR and ASPI?

[Megalaks @megalaks]

@RepzdaCanes Which Helium companies do you like the most?

[Megalaks @megalaks]

@RHouseResearch Won't this just make Nvidia double down even more on the "neoclouds"
I mean: do we think Nvidia will just give up and stop backstopping and helping with liquidity for neoclouds?

[Megalaks @megalaks]

@HIVEDigitalTech @BUZZHPC where does the "3.5b" $ come from? Is this Colo?

[Megalaks @megalaks]

@RepzdaCanes @McnallieM any thoughts on what we will see from Core scientific tonight? How would a new Colo deal look $AMD + $META + $CORZ maybe?

[Megalaks @megalaks]

@RepzdaCanes 💯 it's beautiful!

[Megalaks @megalaks]

Now let's get that next Colo deal, and see you @ 20bn$ mc.
Well done team and @_Adam_Sullivan1 and please get on @McnallieM so we can get info out to more retail investors.

[Core Scientific @Core_Scientific]

Today, Core Scientific announced a multi-tiered strategy to scale its Muskogee, Oklahoma campus to approximately 1.5 GW of gross power, or approximately 1 GW of leasable power.

Read the full press release here: https://t.co/RjN716JEuA

[Megalaks @megalaks]

@McnallieM @CleanSpark_Inc @MARA @McnallieM of these, I think $MARA!
But unless u want BTC exposure, I'ts hard justifying buying anything else than $CORZ at these prices. It seems obvious that core scientific will make a surprise on the 6th of May. And if you want BTC exposure too, then buy $RIOT or $HIVE ?

[Megalaks @megalaks]

@McnallieM @AMD @RiotPlatforms @McnallieM I don't understand why +25mw was the only news here, maybe you can help me? 🙏
I'm 👀 at peers like $CORZ doing 500mw/year.
And then I see riot doing 50mw/year.
or what am I misunderstanding here?
To me it looks like Riot is way slower, and with added BTC risk?

[Megalaks @megalaks]

@McnallieM @Core_Scientific @_Adam_Sullivan1 that would be perfect! Thank you!

[Megalaks @megalaks]

Can't wait to hear more about this on the 6th of may. I assume the stock price of $CORZ will start to go up in anticipation of a new colo deal being announced at the call. If no deal is announced maybe a small pullback, but then we will continue up until a deal is announced.

[Core Scientific @Core_Scientific]

Today, Core Scientific announced a multi-tiered strategy to scale its Pecos, Texas campus to approximately 1.5 GW of gross power, or approximately 1 GW of leasable power.

Read the full press release here: https://t.co/zYN5HuuGtX

[Megalaks @megalaks]

Perfect Capital raise from $CORZ. now we just wait for the announcement of what the cash will be used for.
I expect it to be announced around may 6th to may 12th.
I can't remember a time when I was more bullish on investing. $CORZ, $ATAI, $MBLY and more.. All amazing companies!

[Core Scientific @Core_Scientific]

Today, Core Scientific announced that its wholly-owned subsidiary, Core Scientific Finance I LLC, has priced an offering of $3.3 billion aggregate principal amount of 7.750% senior secured notes due 2031 at an issue price equal to 99.250% of the principal amount.

Read the full press release: https://t.co/8W24lQ7ZDm

[Megalaks @megalaks]

@Core_Scientific 7.75 to 7.9% is great.
Looking forward to know more about what the $3.3bn will be used for in more detail.