SpaceFastigheter

Net Long Luck. LO investor based in the slow continent

[SpaceFastigheter @SpaceFastighet]

@LowAlphaHighVol is it close to an inflection point?

[Conch Shell Capital @TMTMoats]

Dom Rizzo (PM on TRowe Global Tech Fund) on @WilfredFrost's podcast

"If you grew up covering semis, you grew up in Sparta. If you grew up covering software, you grew up in Athens."

The point: software's seat model meant revenue renewed itself - sell once, collect forever. Semis fight for EVERY design win, EVERY cycle.

AI ends the easy life. Usage-based pricing means revenue only flows if agents actually hit your product. You're either in the token path ($SNOW feeding Codex) or you're the data pipe agents read for free ($CRM risk).

Seats were a moat you built once. Tokens are a position you defend daily. Everyone lives in Sparta now.

[SpaceFastigheter @SpaceFastighet]

Fck, SpaceX to 10 Trillions now 🚀💎$SPCX

[Jim Cramer @jimcramer]

SpaceX --4 times over subscribed. lots of money... But Cerebras was 20 times oversubscribed.. But much less money needed... Cerebras deal was a bust...remember...

[Jamie Bonkiewicz @JamieBonkiewicz]

UPDATE: Iran now has 2–3 days to make a deal or they’ll have 2 weeks to make a deal.

[SpaceFastigheter @SpaceFastighet]

@P_Remarks @TMTLongShort @EventDrivenEddy My bad then ahah

[SpaceFastigheter @SpaceFastighet]

@EventDrivenEddy @TMTLongShort If you remove fanboy behaviour bias looking at the other names, you can’t have a better seat / chance to make it in the short term.
Glory of working with Druckenmiller ain’t gonna cut it

[SpaceFastigheter @SpaceFastighet]

@Temple_Eight @AtlasShrug1 How comfortable are you with 40% of the float shorted? Will the funding SPCX via SATS sales continue, I would not be sure and the squeeze risk is extreme

[SpaceFastigheter @SpaceFastighet]

How the hell is it possible that there are LPs left in there

[Martin Shkreli @MartinShkreli]

This @StanphylCap guy blocked me for sharing his returns. Here’s the latest 😂

[Citrini @citrini]

I really have to get better at buying whatever the President of the United States says to buy.

[SpaceFastigheter @SpaceFastighet]

https://t.co/BPYNBffrIf

[SpaceFastigheter @SpaceFastighet]

Time to fly?
*US AND IRAN REACH DEAL BUT NEED TRUMP'S FINAL APPROVAL: AXIOS

[SpaceFastigheter @SpaceFastighet]

@dipinvest No luck with headhunters? Is the job market tough at the moment? Depending on the case, sell side can have nice exit opportunities
I wish you best of luck mate

[SpaceFastigheter @SpaceFastighet]

@blondesnmoney Yess

[SpaceFastigheter @SpaceFastighet]

@dipinvest Sad to see. Any Tesla or even any chinese ev supercar is way ahead of that thing

[SpaceFastigheter @SpaceFastighet]

@blueprintsmb22 from my understanding, it is already under testing with the goal of pushing ads optimization to a deeper brain level. Unfortunately its not the diversification from ads that you are looking for

[SpaceFastigheter @SpaceFastighet]

@blueprintsmb22 posting the link too, crazy times ahead
https://t.co/zXqXX4gwaw

[SpaceFastigheter @SpaceFastighet]

@blueprintsmb22 Have checked their Tribe v2 AI model? you should, if not done yet.

[SpaceFastigheter @SpaceFastighet]

Hunter Biden is showing up on so many podcasts... What is going on here? What influence campaign are we about to witness? Weird

[@goth @goth600]

Elon seeing starship deploy its payload successfully right before the IPO: