Bones

Just sharing my thoughts on the stocks I own. Engineer, disruption enthusiast.

$IREN $OSCR $LMND $DUOL $HLIT

[Bones @thekingBones]

The 5 phases for $DUOL the following 3-5 years:

[Bones @thekingBones]

$DUOL

[Preston Victory @PrestonVictory]

In 2 to 3 years $DUOL will be as good as a personal tutor in terms of learning outcomes per Luis at Citi’s 2026 Global TMT Conference last week 👀

[Bones @thekingBones]

I read this and can’t stop thinking about $HLIT.

[Pascio @IAmPascio]

https://t.co/5b2m7xiDPx

[Bones @thekingBones]

Is there any bear left? $IREN

[Frans Bakker @FransBakker9812]

$IREN upgraded to $65 PT by JPM

H/T @ysquared11

[Bones @thekingBones]

Yo lo veo distinto y lo veo esto como una maniobra de marketing de Darío de limpiarse las manos y mostrar una versión más adulta de cara a sus futuros accionistas. Repara su reputación y con esta excusa puede justificar demoras en despliegues de sus modelos. Han triplicado tu CapEx respecto sus previsiones iniciales, de ninguna manera se están ralentizando.

[Bones @thekingBones]

@SXTrece Tienes razón, ¿puedes meter en tu casa a 2 de esos 80.000 magrebís por favor? Los pobre están pasando penurias en la calle.

[Bones @thekingBones]

@sainteamelie Es un actriz paupérrima. Lo que pasa que es guapita.

[Bones @thekingBones]

$IREN

[Wall St Engine @wallstengine]

MICROSOFT PLANS 3X DATA CENTER EXPANSION

$MSFT plans to expand its global data center capacity from roughly 12 GW today to more than 38 GW by 2032, adding about 26 GW of capacity.

AI-specific compute is expected to grow from around 2 GW today to roughly one-third of total capacity by 2032, or about 13 GW.

The 38 GW target excludes compute rented from neoclouds such as CoreWeave.

The expansion comes after capacity shortages forced Microsoft to restrict some cloud subscriptions and turn away AI and cloud business. Microsoft spent $145B in capex last fiscal year and has $329B in future data center lease commitments.

Source: Bloomberg

[Bones @thekingBones]

@Invesquotes Great point lol brainrot generation

[Bones @thekingBones]

@alc2022 Oh yes!

[Bones @thekingBones]

Imagine investing in $NKE, $LULU, $LVMH and $MCD in the biggest technological revolution of all time.

Don’t be the shame of your kids.

[OpenAI @OpenAI]

We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics.

The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra.

The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.

[Bones @thekingBones]

@JulenBollain 8 añitos ya…se que el tiempo pasa rápido, pero ya está bien de tirar balones fuera. Dejad a Franco en la tumba.

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Bones @thekingBones]

@JoacoIB

[Bones @thekingBones]

@Jetson_Dad Hahahaha wish I knew it.

[Bones @thekingBones]

@pobremillenial Totalmente de acuerdo. Es nuestra mayor inversión.

[Bones @thekingBones]

No problem! And other facts I am missing.

But the market is underestimating them I would say for 4 things:
- The money from the big dogs don’t flow directly to them, but will eventually do. $SPCX want to enter terrestrial networks, and $NVDA into edge interference.
- Wall Street still view them as a hardware company. They mainly still are, but investing is about predicting the future. They will follow the $ANET playbook, but with a smaller TAM.
- Wall Street still thinks they are not a strong fiber player, but it’s their main priority now. Though only on broadband, there is still 75% of market to be virtuallized.
- And I would add the pump and dump made by big influencers a couple of months ago, that doesn’t give credibility.

In my model, they are trading today at approximately x1 times revenue for 2030. It’s dirty cheap, hope it works for you!

[Bones @thekingBones]

Is $UBER approaching the $SPOT moment? 🤭

[Bones @thekingBones]

Que predique por el matrimonio tradicional y la vuelta de los valores tradicionales no contradice su vida personal. Quiere fomentar esos valores, para aumentar la natalidad y quitar los valores wokes instaurados en nuestra sociedad.

Respecto, al estado de su pareja, ella entró legalmente a su país. Recuerda en contra de lo que están, anti-inmigración ILEGAL.

De todas formas, que un político se meta en la vida personal de otro está feo. Pero que encima lo haga alguien de un partido que fomenta la igualdad y el cual degrada a la mujer en sus vidas personales, con la prostitution, ya es el colmo.

[Bones @thekingBones]

@el_pais Sigan, sigan. Chupito por cada vez que decís nazismo. Sois un meme.