CHICKEN MAN 🐔

Current Investment Portfolio: 69% Nebius, 31% Tyson Chicken

[CHICKEN MAN 🐔 @pigdog0706]

@Agrippa_Inv @_eliasmarshall 100p - market can't differentiate between secured and unsecured power. Unfortunately, this does mean we may have to wait for revenue to be the differentiator.

[CHICKEN MAN 🐔 @pigdog0706]

@BlakeACoolidge @BInvstng I'm surprised more people aren't making a bigger deal about the title of the session and the speakers

[CHICKEN MAN 🐔 @pigdog0706]

@FransBakker9812 @bitcoinbutcher1 Obviously respect his decision but definitely don't understand how you can know what we know regardless of the price action and sell out entirely. I'm sure there are many other factors in we are not privy to.

[CHICKEN MAN 🐔 @pigdog0706]

@risenwater @mcF_dan @moninvestor Interesting for what site?

[CHICKEN MAN 🐔 @pigdog0706]

@mcF_dan @moninvestor Sorry what non nvda gpu did they deploy?

[CHICKEN MAN 🐔 @pigdog0706]

@mikealfred Anthropic principle invoked??

[CHICKEN MAN 🐔 @pigdog0706]

@Agrippa_Inv @jiahanjimliu @IRENBULLLL @CABeyney I think Jim is trying to play the IREN/NBIS debate middle ground to have more perceived overall credibility. Unfairly for him, he has been identified as one of the NBIS haters. I agree, he is too positive here.

[CHICKEN MAN 🐔 @pigdog0706]

@FransBakker9812 @CABeyney @B__Digs Nebius bull here... I am inclined to agree with you but have to give the team the benefit of the doubt. We all make big mistakes. As long as we learn from it and have billions to correct it, it can be accretive. When we are a 1T market cap 200 billion in fuel cells is nothing!🚀

[CHICKEN MAN 🐔 @pigdog0706]

@MB_Hogan Huge Nebius bull here...but I don't know if I would consider this a success. Delivering on time is of importance but clearly this was a big mistake. I am also concerned that our whole community touted that there were no issues with the gas turbine permits, which isn't true.

[CHICKEN MAN 🐔 @pigdog0706]

@KirillTwittter @CABeyney Good call

[CHICKEN MAN 🐔 @pigdog0706]

@MarkosAAIG @StockAnalystPro Underrated tweeet

[CHICKEN MAN 🐔 @pigdog0706]

@bitcoinbutcher1 Wondering if the "deal" that got pulled before earnings was some additional information on this front that Nvidia was not ok with them sharing.

[CHICKEN MAN 🐔 @pigdog0706]

@FransBakker9812 Will recording be available?

[CHICKEN MAN 🐔 @pigdog0706]

@SylentTrade Source?

[CHICKEN MAN 🐔 @pigdog0706]

@AISavvyCapital What position you recommend?

[CHICKEN MAN 🐔 @pigdog0706]

@InvestingMemos @bitcoinbutcher1 @marksotoges @AnthropicAI How does this compare to last earnings when there was no deal and there was pumping before? What did option flow look like

[CHICKEN MAN 🐔 @pigdog0706]

@AISavvyCapital In which direction? 😂

[CHICKEN MAN 🐔 @pigdog0706]

@bitcoinbutcher1 @jmonroeinvest You "butchered" the calculation the first time around