Mike Wazowski

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[John Quakes @quakes99]

Boom!💥 The World #Nuclear Association now reports an all-time record high of 80 reactors under construction (88GW)🎆⚛️🏗️🌏 with another 123 advancing in the planned/approved for construction pipeline (110GW)👷 plus 311 more proposed! (286GW)🧑‍💼🤠🐂 #Uranium #EnergySecurity 🌊🏄

[Paradis Labs @ParadisLabs]

24x more tokens used by 2030.

More inference compute.

More earnings across the AI supply chain.

[Rad Dog @The_Rad_Dawg]

@maattttbrown @SFGate this is what happens when you stop requiring standardized test scores & prioritize diversity over intelligence 😂 can we put a stop to this failed experiment plz

[Shay Boloor @StockSavvyShay]

Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3.

They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $MU, Samsung & SK Hynix.

[John Trades MBA @JPATrades]

Prove me right Jensen

[Rand Group @randgroup]

2023: "just buy a GPU"
2024: "just buy a cluster"
2025: "just build a data center"
2026: "just 1000x everything"

[COATUE @coatuemgmt]

Memory is the new bottleneck.

Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.

[The Assembly @InTheAssembly]

A single AI server rack today draws 120 to 150 kilowatts of electricity.

That’s 10x more than a normal rack drew just 3 years ago.

This is the most dramatic change in power demand in modern history.

[Ajeya @_Ajeya]

@claudeai @SpaceX Sir, Amodei and Elon have teamed up.....

[Claude @claudeai]

Our agreement with @SpaceX means we will use all the compute capacity at their Colossus 1 data center.

This will give us over 300 megawatts of additional capacity to deploy within the month.

[liello @greenbreadmaker]

Every single GPU/CPU $NVDA and $AMD sells NEEDS HBM/DRAM. Memory will no longer be cyclical moving forward because AI data centers, agents, and humanoids need huge amounts of fast memory every single day forever…

It’s not a one time purchase like old PCs or phones, so demand will stay strong and grow exponentially.

I’m just bummed I didn’t realize it sooner.

Long $MU.

[Afolabi Sokeye 🧱 @SokeyeA]

You actually need to be unemployed to catch up with AI

No jokes

[Mike Wazowski @wazowski97]

@ParadisLabs It’s $ZS because you’re smart

[Sapiens - KalshiBackTest.com @BitcoinSapiens]

When people ask me why I own Bitcoin I just send them this video of Kamala Harris explaining how to fix inflation.

[Dip Wheeler @DipWheeler]

Trump: "a whole civilization will die tonight"

Fartcoin: +6%

[Eylon Levy @EylonALevy]

The President of the United States addresses the nation about the Islamic Republic of Iran, flanked by the Easter Bunny.

We are living in a simulation.

[Michael Tracey @mtracey]

SEE THIS CUTE BUNNY? HE FUCKIN' DIES IF YOU DON'T OPEN THE FUCKIN' STRAIT

[R J @mpjuryn]

@joeroganhq

[Collin Rugg @CollinRugg]

New Testament scholar Jeremiah Johnston explains why he believes the Shroud of Turin is authentic, tells story about how Jewish technical photographer Barrie Schwortz became convinced it was authentic.

"If you're a medieval forger, how are you gonna know about AB blood?"

"I believe that based on the evidence in the 102 academic disciplines that have studied over 600,000 research hours in it... I believe that because I'm not irrational."

"I went from skeptic to believing in it based on the science..."

"It is an itemized receipt of how much Jesus loves you."

Remarkable.

Video: @ShawnRyan762

[Mike Wazowski @wazowski97]

Debase the fuck out of me Saylor 🙏🏻

[Rob HODLs @RHodls]

The relentless selling of $MSTR stock price is impressive.

The $MSTR ATM assures constant negative pressure on the stock price.

@saylor will keep hitting it as long as premium exists.

This builds up more and more capacity for $STRC.

It also takes more Bitcoin out of circulation.

It’s the short term price equity holders must pay.

When does it end?

When Bitcoin starts going back up?

When does that happen?

When sellers get exhausted.

In the meantime, @saylor just doesn’t care about the stock price. He will smash the ATMs as much as possible.

Because he is trying to exhaust the sellers. And he’s trying to take as much Bitcoin at these prices as possible.

Either you believe in the scarcity of Bitcoin and the appeal of digital Credit. Or everything that is happening is ludicrous.

There is no in between.