Carlo

[Carlo @salolrac]

Just a reminder for myself:

Growth > labour market > inflation

[Carlo @salolrac]

@EndicottInvests Citadel just pumped and dumped us lmao

[amit @amitisinvesting]

AMAZON:

- WE ARE INCREASING CAPEX FOR 2026 FROM $200B TO $220B

- THIS WILL GO UP MORE IN 2027, DEMAND STILL FAR MORE THAN SUPPLY

- 2028 DEMAND IS ALREADY COMING IN

- WE THINK AWS WILL BE A $1T/YR BUSINESS

$AMZN +9%...the street's believing in the ROI story

[Carlo @salolrac]

@EconstratPB David for fed chairman

[goldenlabubuwatch @pandawatch88]

The last thing you see before becoming fully aware of your situation

[Carlo @salolrac]

@RJCcapital

[Carlo @salolrac]

@Pvvndaa @Jrizie @TheGhostOfHope Stop crying about it like a bitch you tub of lard. Hush

[Leo @Leooweb3]

Real 😂

[jbulltard @jbulltard1]

You guys all crack me up. Remember how we sold off in March bc of a war? We’re doing the same thing all over again. The high beta stuff is selling off bc Trump is causing a ton of uncertainty exactly like he did in March. You’re all looking way too deep into the how or why.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Nebius @nebiusai]

This is our first full NVIDIA Vera Rubin NVL72 rack, photographed in our Finland data center.

The NVIDIA Spectrum-6 switches we took delivery of last week is the scale-out fabric NVIDIA built for Vera Rubin. Compute and network are now being brought up together, in the same data center, by the same teams.

The close co-engineering relationship we enjoy with NVIDIA means we work together from the earliest stage of every new platform, shortening the path from first rack to production workloads.

After bring-up and validation comes software polishing and production-grade testing, so when Vera Rubin reaches our customers, it delivers its full potential from day one.

[Carlo @salolrac]

@jbulltard1 It’s always somehow Andy jassy’s fault

[Hartik @MinuteMoola]

Right so the largest individual $NBIS shareholders are now the CEO + Nebius insiders, the company that decides who gets GPUs $NVDA, the guy that gets Anthropic insider information at the dinner table every night, and the company that owns your house…

Loading up $NBIS

[Nate Endicott @EndicottInvests]

$NVDA current stake in $NBIS is 9.3%

They WILL NOT let $NBIS fail

Its so undervalued 🤌🏻

[The Fundamentalist @Funmentalist]

$NBIS

News or no news, whatever

The important implication is that $NBIS is now protected by the most important company in the world

You want $NBIS to fail? You need $NVDA to fail first

[Serenity @aleabitoreddit]

If you’re curious why $NBIS is up after hours.

$NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings.

Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares.

But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.

[Carlo @salolrac]

@Lazarus_Capital That dumbass bitcoinAIguy

[jbulltard @jbulltard1]

pro tip for using twitter, when people post screenshots of them betting real money, listen to them, not the guys just posting ideas.

https://t.co/og8vyEb52S

[Kimi.ai @Kimi_Moonshot]

Kimi K3 has received far more love than we expected, and our GPUs are feeling it.

Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected.

We're adding capacity as fast as we can and will reopen new subscription spots in batches.

Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable.

Thank you for your patience and understanding!

[Carlo @salolrac]

@GGBreakingPoint @LAThieves Hydra and Abezy got costed