Joey Swink

[Joey Swink @swinkj]

@adamcurry Congratulations! Grands are the BEST!

[emily miller @emilymiller]

This is my favorite account on X. It’s real time events from 1776. Happy semiquincentennial !

[UNSPORTSMANLIKE @UnSportsESPN]

WITHOUT FURTHER ADO, UPON FURTHER REVIEW

HAPPENING NOW WITH @ChrisCanty99

[Mike Lee @BasedMikeLee]

Wait, who exactly is “demoralizing our base”?

[Andrew Yang🧢⬆️🇺🇸 @AndrewYang]

Heard that the Kamala Harris camp is telling people in CA that she’s preparing to run again for President in ‘28.

[John Ondrasik @johnondrasik]

Mark, You and your "journalists" told us Joe Biden was in fine mind for 4 years and attacked anyone who questioned his acuity. Was that accurate, fair minded and infused with integrity? Can you, per your own words, be Honest? 🇺🇸

[Kevin Xu @kevinxu]

Calling it now: this entire list will be green by Monday.

[Christina Pazsitzky @ChristinaP]

See you tonight London !

[Ren @ren_stocks]

$NBIS $LITE $AAOI $SIVE $SNDK $SKHY

Good green day today.

It still is a long way to get back to ATH.

So enjoy the ride, we are getting there.

However long it takes.

[Wifejak @Wifejaksolana]

Best one ❤️

[resham @Reshusaur]

The answer is lamb (you can see @dylan522p live tweeting)

[Scott Manley @DJSnM]

So I guess technically this is a SpaceX party right?

[Spencer Pratt @spencerpratt]

You only need 1 crazy guy on the bus to take over the entire bus cuz everyone's too scared to push back.

The communist only needs 3.5% of the people to riot to take over an entire country, cuz everyone is too scared to push back.

Rallying the crazy 3.5% is their WMD.

[Emily Jashinsky @emilyjashinsky]

This example is instructive: "Move the at-home spouse into the labor market and every service she provided must be repurchased from the latest private equity roll-up (nursery, takeaway, cleaner, security system…). GDP records each purchase as growth. A family can thus be measured as substantially richer while consuming the same services — only now they spend less time together."

As @moveincircles often points out, work outside the home — for men and women — is a relatively modern/industrial construct anyway.

[Freedom By 40 @Freedom_By_40]

$WYFI

I am watching two sets of fibs for regions where we will likely find support, the video from yesterday goes into more detail on the proposed microcount (which we are following pretty closely imo).

[TheGentleTraveler @LeaderInvests]

I definitely would add several names to this list.
- $GRRR
- $WYFI
- $KEEL
- $SLNH

Better said, this whole sector is ready to move soon.

[川沐｜Trumoo🐮 @xiaomustock]

请发给你的韩国朋友。
AI能干的事情过去2年，
慢慢从一维数据到二维数据再到未来的三维数据进化，也就是文字，图片，三维视频。
这经历的时间也才短短2年多，24年到现在26年。而存储扩产在2028年，也就是2年后，AI会发展成什么样，这些傻逼预测分析师硅谷投资客都没有考虑进去，他们只是基于现在的AI状态来分析存储未来尤其是存储2028年的未来做出当下的判断，他们都是傻逼。

如果物理AI能突破，处理的资料都是视频资料，不是文字，存储数据内容从一维到三维，存储的需求量是天量。人们现在对存储的假设是基于现有AI水平来测算。
但这些傻逼都没有考虑进去2年后AI会发展成什么样，
现在AI视频已经可以以假乱真，
俩年后更是不敢想象会进化到啥程度，
如果AI能进化到理解现实物理世界，那它处理的数据全是视频数据，
存储需求的数量级可能是百倍于现在，
要坚信你的存储。
试想一下AI俩年后会发展成什么样，回想过去俩年AI的进化速度和对存储需求的增长速度，不要再扔掉你们宝贵的 #海力士 $SKHYX 了。

AI用量会在俩年后暴增数倍，想象你2年后使用频率，从现在一天3-5次会不会暴增到30-50次？
AI使用群体数量俩年后会不会从1B暴增到几B？（使用群体不限于人，包括汽车，包括手机，包括机器人，甚至智能体本身…）

AI现在人70%的使用是文字token，俩年后会不会进化到视频影像物理三维视频token输入输出？（这里存储数据量差别千倍万倍。）

这里面的需求差别2年后会是现在的多少倍？十倍还是百倍？
那俩年后的存储产量增量是几倍？翻倍都撑死了吧？这些傻逼预测师永远不会这么给你算，只会基于现在AI状态误导你。

拿出你们290万韩元梭哈的勇气，
190万韩元都不敢买，真去死了算了。

[Tekkers Foot @tekkersfoot]

Kylian Mbappé and Erling Haaland after the game. 🇫🇷🤝🇳🇴

[Nate Endicott @EndicottInvests]

$NBIS is down 5%

So I bought more

[Jim Liu @jiahanjimliu]

Quick Scan of $IREN Job Postings

Credits to @AlexKarpsHair who has been keeping track of job postings as they get posted and filled. Going off his spreadsheet, I see that IREN job postings can be generally categorized into:
1. Physical DC Buildout: electricians, mechanical/controls engineers (liquid cooling), construction supervisors, .
2. Bare Metal+: basic Kubernetes and networking engineers for the "+" in Bare Metal+ aka IaaS.
3. DC Operations: technicals, incident triage team.
4. SG&A: supply chain.

Picture 1 Bare Metal+: this is the layer of software that IREN had before Mirantis. Included are Kubernetes/Slurm Devops engineers (picture 1), networking engineers.

Picture 2 Australia IOC Manager: Something that catches eye is Australia but this is not for physical Australia site. IaaS needs triage team 24/7 and many Clouds/Neoclouds will have a India/Eastern Europe/Australia team to cover the timezones. This is a remote team working from Australia to handle incidents for over-night US. Austrlia has produced tech companies like $TEAM so incident team mostly following runbooks is pretty easy higher to arbitrage talent.

Picture 3 Bare Metal+: Besides IOC roles, we see reliability and observability roles across Australia and Dallas-Fort Worth area. These will be core locations of IREN's IaaS operations. Even Hyperscalers have these job postings outside of bay area because bay area cost of living is too high for incident triage teams. This is mostly knowledge work but following procedures set by engineers. There are also reliability & observability analyst in Sydney Australia.

Picture 4 Mackenzie: Picture is Data Center Technician for Mackenzie but other roles are site manager, ware house coordinator. This indicates Mackenzie does plan to be this year although it has incountered delays, possibly for the same UPS permit timelines that PG had seen delays for but are now fine. Canal Flat has been pushed out and the 17k B300s are routed for Childress retrofit instead of earlier announced Canal Flats. Only PG, Mackenzie, Horizon 1-4 (Liquid Cooled Childress), and subset of blocks 7-10 are (Air Cooled Retrofit Childress) are planned for this year.