Andrew Glazer

ggs

[Andrew Glazer @nocodeglaze]

@asianinvestors The real question isn’t whether hyperscalers can build it themselves. It’s If OpenAI needed a 500,000 GPU cluster operational in 9 months, who gets the call? If SMCI is consistently first of that list, then the market may eventually starts valuing them as AI infrastructure.

[Andrew Glazer @nocodeglaze]

@IAMessential316 I’ll also say this much. From what Im hearing with what I do for work and have seen first hand is liquid cooling is a huge stride in efficiency & SMCI happens to be leader in liquid cooling

[Andrew Glazer @nocodeglaze]

@IAMessential316 It makes sense mathematically. The real question is if we believe the $39 billion backlog. I believe it personally. Needing quick money to fulfill orders fast seems to be a recurring theme in this industry. I expect further dilution across the board.

[Andrew Glazer @nocodeglaze]

@brettcalhounn @peter_gorski There’s no way this is real

[Andrew Glazer @nocodeglaze]

@RanjitAlpha @SJL168 No you don’t ask for that. Makes it look like you cant deliver without your client. Your client is going try to negotiate a better deal. You close the deal & figure out rest on the backend.

[Andrew Glazer @nocodeglaze]

@PenguinWeb3 Your guys was way stranger than mine

[Andrew Glazer @nocodeglaze]

@cometwtf @ScrappyXBT He’s scalping

[Andrew Glazer @nocodeglaze]

@Namtoshi69 Buying more every day 💪

[Andrew Glazer @nocodeglaze]

@BNBastronaut I went all in on doge again. Caught the last pumps. Don’t even normally touch crypto anymore, but I had that same feeling I had back when it ran OG. Been in & out since 2018. Have a tattoo of it & have secured close to $100k profit in it over the years. To the moon 🚀

[Andrew Glazer @nocodeglaze]

@Willy_Of_Ockham @benwehrman Actually, a lot of those are non-secular Jews, the real Jews told those women to shut the fuck up

[Andrew Glazer @nocodeglaze]

@DanBilzerian All of the above except for sleep.

[Andrew Glazer @nocodeglaze]

@FidelCacheFlow Nope. 2021 Lexus LX570 3 row absolute tank and over 6000lbs ;).

[Andrew Glazer @nocodeglaze]

@NAisthename1 @HoldingHard @Steph_iscrypto You’re going to get cooked. J trust the process chud

[Andrew Glazer @nocodeglaze]

@show_your_data @marc02200 It’s a leveraged trade on Btc the truth is if you believe in Btc then why the hell wouldn’t you be buying Mstr. Btc market cap would have to go up trillions for you to more than double your money. Personally wouldn’t buy either I’m a stock guy

[Andrew Glazer @nocodeglaze]

@cantonmeow I got a doge tattoo I’ve caught every doge pump and I had the impulse to ape again. All in 🤑

[Andrew Glazer @nocodeglaze]

@adahstwt https://t.co/DDYfPOj7rt

[Andrew Glazer @nocodeglaze]

@jolierov Yup it’s going to wick to $90K this week

[Andrew Glazer @nocodeglaze]

@HedgieMarkets All cash rn if I miss out I miss out I’m ready for some 🩸.

[Andrew Glazer @nocodeglaze]

@KILLTOPARTY I’d rather not have a lot of sex than use condom