thou2real

follow me. 📈

[thou2real @thou2real]

My safest buy was $VGT
My most grateful buy was $META
My smartest buy was $WMT
My easiest hold was $VOO
My most comfortable buy was $OVL
My easiest buy was $SPMO
My most rewarding buy was $NVTS
My most disappointing buy was $PYPL too

[The Long Investor @TheLongInvest]

My safest buy was $UNH at $241
My most grateful buy was $ADUR at $3.85
My smartest buy was Silver at $24
My easiest hold was $OSCR at $11
My most comfortable buy was $HIMS at $11
My easiest buy was $AMD at $98
My most rewarding buys were $AMZN& $GOOG
on their 200WMA
My most disappointing buys were $PYPL/$NKE
My best Christmas gift was $PLTR at $14

My next 10 X will be $ASTS
My next 3-5 X will be $BABA/$SE
My next promise: $NVO returns to its 200 WMA

[thou2real @thou2real]

As a $GOOGL investor: This is a travesty.

As a $TSLA investor: I love this.

[thou2real @thou2real]

As a $GOOGL investor: This is a travesty.

As a $TSLA investor: I love this.

[Dannyijbol @Dannyijbol]

New Waymo car

[thou2real @thou2real]

"jug deploying" used to be normal. $nke

[thou2real @thou2real]

"jug deploying" used to be normal. $nke

[Wall Street Memes @wallstmemes]

Nike CFO: We're getting kicked out the S&P 100

Nike CEO: Okay, it's time to deploy the jugs

[thou2real @thou2real]

nice lil note from $SOFI

[thou2real @thou2real]

nice lil note from $SOFI

[SoFi @SoFi]

@thou2real We love to see it! Keep it up, and that habit can compound into something even bigger. So excited for your journey with our HYSA 💸

[thou2real @thou2real]

80/20 rule gets you thinking very differently

every day your account buys a certain amount of indexes like S&P 500 $voo

it's on autopilot

just try it with even $5/day with $sofi

or $1/day with $hood

or $100/day on any app.

[thou2real @thou2real]

80/20 rule gets you thinking very differently

every day your account buys a certain amount of indexes like S&P 500 $voo

it's on autopilot

just try it with even $5/day with $sofi

or $1/day with $hood

or $100/day on any app.

[thou2real @thou2real]

people think the "ai run" is over.

every country in the world will need $nvda, $mu, and $intc

michael burry was wrong about

so many things, $lulu and "ai bubble" just

to name a couple.

[thou2real @thou2real]

people think the "ai run" is over.

every country in the world will need $nvda, $mu, and $intc

michael burry was wrong about

so many things, $lulu and "ai bubble" just

to name a couple.

[Nicholas Soler @nikonchain]

🚨Japan is preparing for a $60 BILLION AI data-center buildout. 🇯🇵

Capacity is projected to jump from 1.1 GW to 4.9 GW by 2033.

Instead of only watching AI software, I’m watching the companies selling the PICKS & SHOVELS:

Storage: $SNDK, $STX, Kioxia
Chips: $NVDA, $MU
Power/Cooling: $VRT, $ETN
Networking: $ANET

And on the crypto side:
$FIL, $AKT, $RENDER, $TAO, $AR

AI needs compute.
Compute needs data centers.
Data centers need chips, storage, networking and an absurd amount of power.

Follow the infrastructure.

[thou2real @thou2real]

guess what they're gonna have to use:

probably $BE and $NVDA

why would japan go with anything other

than the best duo in ai and data center rollout.

[thou2real @thou2real]

guess what they're gonna have to use:

probably $BE and $NVDA

why would japan go with anything other

than the best duo in ai and data center rollout.

[Kalshi @Kalshi]

JUST IN: Japan plans to invest $60 billion in data centers

[thou2real @thou2real]

whoops i meant,

"abundance is coming" -- $spcx

[thou2real @thou2real]

whoops i meant,

"abundance is coming" -- $spcx

[thou2real @thou2real]

"abundance is coming" -- $tsla

[thou2real @thou2real]

the original poster got $73,000 clicks

on the "cybercab fleet vehicle" $tsla link

i got 10.

but i also started about a week ago.

anyway $TSLA is now inviting entrepreneurs

to become "fleet owners."

link in my post below.

[thou2real @thou2real]

the original poster got $73,000 clicks

on the "cybercab fleet vehicle" $tsla link

i got 10.

but i also started about a week ago.

anyway $TSLA is now inviting entrepreneurs

to become "fleet owners."

link in my post below.

[thou2real @thou2real]

CYBERCAB FLEET $TSLA

73,000 people already clicked on the Cybercab fleet vehicle purchasing interest form from anX user’s post.

https://t.co/RbmnKKmZRj

or Google search “Tesla Cybercab Fleet Interest”

[thou2real @thou2real]

too bad normies use zero ai $NVDA $MU

[thou2real @thou2real]

too bad normies use zero ai $NVDA $MU

[Kyle Reidhead | Milk Road @KyleReidhead]

WOW! 4,000 QUADRILLION tokens a year by 2030

And that's Evercore's BASE CASE for AI token consumption, more than 20x what the world will use this year

I'm sorry, but anyone calling the top in AI infra stocks right now is an IDIOT.

And this doesn't even include physical AI usage

First, look at the grey block. Agentic AI goes from basically nothing in 2024 to the single largest demand category by 2030. Agents don't take weekends off, and one agent task burns 10-100x the tokens of a chatbot answer. That's the demand engine analysts are only just starting to model

Second, notice what's NOT in this chart: Physical AI. Zero tokens for robots and autonomous machines in this forecast, and I think that ends up being one of the biggest categories of all (Figure just locked up a compute deal scaling to 100,000 GPUs for exactly this)

So the base case is 20x and it's still missing an entire category of demand. Goldman's own work points the same direction, they see roughly 24x token growth by 2030

To serve this, memory, compute, power and data centers need to reach levels that almost no analyst is forecasting today. Every one of those quadrillions of tokens has to be produced by physical infrastructure that doesn't exist yet

This is exactly why I keep saying this bull market lasts longer than most believe. The market keeps pricing AI infra like demand is about to roll over, and the demand forecasts keep getting revised UP

Corrections happen along the way (they always do), but the direction of this chart is not up for debate

I'm positioned all through the AI infra stack (compute, memory and power) in addition to the application layer benefiting the most from using AI. If you want to see my entire real-time portfolio, you can do so inside Milk Road PRO alongside 4 other analysts It's just $1 to try it out (insane price just to check it out), learn more here: https://t.co/NyRpAKYOwu

Don't forget to give me a follow @kylereidhead for more insights on AI and markets

[thou2real @thou2real]

$HIMS bull thesis

[thou2real @thou2real]

$HIMS bull thesis

[Corleone Invests @corleoneinvests]

@thou2real for the data business $HIMS