Puneet

An IIT & STANFORD alum.

[Puneet @pbmech]

@_HalalTrader_ And that guy BRAD Gerstner is yet to come on Podcast w $MU Sanjay :) 😋😋✌🏾✌🏾

[Puneet @pbmech]

@treasureh8nter U know this sucks right 😀😀 $AMD

Only 2GW, after giving $5B,
& that too when #ANTHROPIC wants ANY & ALL compute desperately 😀😀

[Puneet @pbmech]

@AIStockSavvy NOPE 👎🏾 NOT AT ALL 😀😀

(Amateurs Open The Markets,
Professionals CLOSE Them) 😀😀

[Puneet @pbmech]

@treasureh8nter @sssjeffpu HUGE #ANTHROPIC deal coming …

Means this time $AMD will give away 20% of Company (vs. 10% + 10% to $META & OpenAI earlier) 😀😀🤣🤣

[Puneet @pbmech]

@treasureh8nter @YodaStockInvest people learn only from their own mistakes, NOT from other’s experiences 😀😀

[Puneet @pbmech]

@treasureh8nter And what abt u needed 2x-3x the floor space, for similar rack power 😀😀

Cost of CHEAPNESS ?? 😀😀

[Puneet @pbmech]

@joedab12 All the leverage blood bath done & dusted ?? #KOSPI

[Puneet @pbmech]

@bubbleboi Oh 1-2mo too late 😀😀

[Puneet @pbmech]

@wallstengine REALTY LABS 🧪
META AI
(Now)
META COMPUTE … 😀😀😀
$META 🫣🫣

[Puneet @pbmech]

@WisemanCap Zuck admitting no use of AI INFRA, & they will also now become Cloud Provider … was the straw that broke the camel’s 🐪 back 😀😀 $META

But I think that is just $META troubles (Realty Labs 2.0) 😀😀

[Puneet @pbmech]

@IndexAndForget It is easy, if you were ALL IN in 3x Leverage (like $KORU, or more) 😀😀

[Puneet @pbmech]

@treasureh8nter I just hope (NOT) that by the time Lisa is ready … markets might just dump this AI INFRA trade … all this spending, coming to naught 😀😀🤟🤟

[Puneet @pbmech]

@WisemanCap Strange … people dumping the EPIC M3, to buy some Zuck’s manipulation 😀😀😀

[Puneet @pbmech]

@AdityaInvests90 If u don’t know yet,
Even my telling u also won’t help 😀😀

[Puneet @pbmech]

@treasureh8nter Coz DIFFICULT things take time :)

Not like $AMD which took 3-4 years just to reach this simple milestone … of making 72x server :) which is still future tense only 😀😀

[Puneet @pbmech]

@treasureh8nter But I have known 😀😀
That you are 3 years into MAX AI BULL RUN … & still ur server #Helios is just coming, still 😀😀😀

& while $NVDA is aiming for NVL576 (types MEGA era) … u don’t even have the roadmap for such GREATNESS 😀😀

[Puneet @pbmech]

@WisemanCap REALTY LABS 🧫 2.0 😀😀 $META

Markets like that they”ll cut back on WASTEFUL spending now :)

[Puneet @pbmech]

@jukan05 Exactly my thoughts 💭
But hey, it’s UP ⬆️ +10% on this :)

Markets like Zuck stopping wasteful spending ?? 🥹🥹 $META

[Puneet @pbmech]

@wallstengine 😀😀😀🤣🤣🤣
REALTY LABS 2.0 $META