Tempuser_0x

Investor. Narratives hunter. I buy fear, sell disbelief, and ignore the noise. Here for asymmetric bets & stupidly good timing

[Tempuser_0x @Tempuser_0x]

@NoLimitGains This is really key

[Elon Musk @elonmusk]

The reason Rome fell was because they stopped making Romans

[Tempuser_0x @Tempuser_0x]

@Frenchie_ @ParadisLabs Couldn’t agree more, lots of value behind

[Bing Xu @bingxu_]

This is why Elon is a trillionaire.

[Geiger Capital @Geiger_Capital]

Never give up.

[Tempuser_0x @Tempuser_0x]

I mapped every major AI ticker — chips, software, power, infra — into one bull-vs-bear cheat sheet for 2026. Dropping it as a thread tomorrow. Follow to get it when it's live. 🧵 #AI

[Tempuser_0x @Tempuser_0x]

OpenAI: ~$13B revenue in 2025 vs. a ~$1.4T capex commitment. Either the most under-monetized asset in history, or the clearest "priced for a miracle" signal of this cycle. Both camps are loud. Which are you? #AI

[Tempuser_0x @Tempuser_0x]

Circular financing, plainly: Nvidia funds OpenAI → OpenAI buys Nvidia chips → OpenAI takes a stake in AMD → AMD ships to OpenAI. Is that demand — or the same dollar wearing four jackets? You decide. #AI

[Sawyer Merritt @SawyerMerritt]

Here is @SpaceX's full IPO roadshow presentation from CFO Bret Johnson, who has been CFO at the company for the last 15 years.

It's worth watching.

[Tempuser_0x @Tempuser_0x]

Big Tech is spending ~$660B on AI in 2026. The trade isn't "is AI real" — it's "does the revenue ever catch the capex." That gap is the whole debate. #AI

[Tempuser_0x @Tempuser_0x]

Highest-beta AI corner: compute operators like $CORZ and $APLD. Massive upside if the buildout continues, brutal downside if a hyperscaler contract slips. Size accordingly. NFA. #AI

[Tempuser_0x @Tempuser_0x]

Data-center REITs like $EQIX and $DLR are the landlord trade on AI. You're not picking the winning model — you're collecting rent from everyone trying to build one. #AI

[Tempuser_0x @Tempuser_0x]

$ANET is how you bet on AI without betting on which GPU wins. Bigger clusters = more networking. The interconnect is the bottleneck — and the bottleneck is where the margin lives. #AI

[Tempuser_0x @Tempuser_0x]

$VRT is the boring AI winner. Every GPU cluster on earth runs hot, and someone has to cool it. Thermal management is a non-optional line item in a $500B+ capex cycle. #AI

[Tempuser_0x @Tempuser_0x]

The 2026 AI trade isn't a chatbot — it's electricity. $VST and $CEG are AI plays because data centers need baseload power that solar can't supply. Follow the megawatts. #AI

[Tempuser_0x @Tempuser_0x]

$META rarely makes the AI-stock lists. That's the inefficiency. It funds the biggest open-weight models, owns the distribution, and monetizes AI through ads it already sells. Quietly one of the best risk/rewards. #AI

[Tempuser_0x @Tempuser_0x]

$PLTR is the purest "AI software actually generates revenue" name — and the purest valuation risk. Bull: AIP land-and-expand into commercial. Bear: the multiple already prices in flawless execution. #AI

[Tempuser_0x @Tempuser_0x]

$AMZN is the stealth AI thesis: AWS rents the GPUs, Trainium cuts costs, and its Anthropic stake gives it a frontier-model seat. Less hype than the rest. More cash flow underneath it. #AI

[Tempuser_0x @Tempuser_0x]

$GOOGL guided $175-185B capex in 2026 — roughly double — and the stock sold off. The question for the next 2 years: does AI capex convert into earnings, or just into depreciation? #AI

[Tempuser_0x @Tempuser_0x]

$MSFT is the most complete AI thesis in public markets: Azure + Copilot + ~27% of OpenAI. Bull: fully diversified. Bear: ~27% of OpenAI is also ~27% of OpenAI's cash burn. #AI