Topper Harley

[Topper Harley @ToppersHarley]

@amitisinvesting It's going to be spicy tomorrow.

[Topper Harley @ToppersHarley]

There will be blood in the markets Monday morning.

[Elon Musk @elonmusk]

Pretty much.

As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.

SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.

That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

[Topper Harley @ToppersHarley]

@KrisPatel99 It makes sense to me that some of the small guys will not be able to complete their buildouts for various reason.

[Topper Harley @ToppersHarley]

@CrackerBarrel Your sawmill gravy is garbage. You know it sucks, we know it sucks. You should change it to a new recipe asap, nobody will miss what it is now.

[Topper Harley @ToppersHarley]

@NicoleBapt3102 Dems want to slow or stop the datacenter build out, that would not be great for BE.

[Topper Harley @ToppersHarley]

@ren_stocks I'm neutral until its not the same 10 companies buying from each other in a circle. Anytime I ask real people outside of this circle if they are using Muse or grok bot they all say, "What"? Literally every normal person I know say they use the free version of ChatGPT.

[Topper Harley @ToppersHarley]

@dougboneparth I mean, bravo if you are up or or even flat this week.

[Topper Harley @ToppersHarley]

@AtahanYldr8866 @Mr_Derivatives But they done it, and from here on out it will become more efficient and cheaper to make over time.

[Topper Harley @ToppersHarley]

Grok bot is so good

[Topper Harley @ToppersHarley]

@cantonmeow Later? The market is fucking me right now.

[Topper Harley @ToppersHarley]

@amitisinvesting @aleabitoreddit I think SpaceX is what broke the thesis and then the price action followed.

[Topper Harley @ToppersHarley]

@cantonmeow Once the pelvic floor is solid its all up from there.

[Topper Harley @ToppersHarley]

Alright I am a believe now, can we crash $ASST down to $24 one last time please.

[Topper Harley @ToppersHarley]

@farzyness Crash TSLA shares enough so when you offer a $420 buyout it seems really attractive.

[Topper Harley @ToppersHarley]

@KGInvests_ Why buy them when you can buy SpaceX? SpaceX is the clear winner here and in way more ways than one. Build, compute, power, models, bots, launch.......

[Topper Harley @ToppersHarley]

@EndicottInvests Honestly, this looks like nothing now compared to what SpaceX is going to bring online.

[Topper Harley @ToppersHarley]

Looks like rotation out of $CRWV and $NBIS into the easy play $SPCX.

[Topper Harley @ToppersHarley]

$SPCX is the easy button if you are bullish the AI trade. SpaceX is the full stack play for AI and they have telecom and rockets as a bonus.