will kyi

brb building..

[will kyi @willkyi]

I think society has irrevocably lost the ability to form nuanced thoughts.

Life is seldomly black and white, thus opinions should also be tempered and not one sided

[will kyi @willkyi]

@JD4289 Will get there a lot earlier if there is a legit PR with a real deal on the books

Can’t have a non committal and verbose PR with a buyer with no financing locked down

Market is punishing speculation right now and rewarding tangibility as seen by $APLD

[will kyi @willkyi]

@ThePupOfWallSt Market punished this when they realized terraspark is really early and hasn’t secured financing to pay for the proposal

Can’t be putting out aspirational projects when the company is this expensive. Market wants near term actionable deals.

I’m sure more is coming though.

$BW

[will kyi @willkyi]

@wallstengine pay "us"

[will kyi @willkyi]

@BoringBiz_ there's definitely that bell curve meme in play right now

[will kyi @willkyi]

$NVDA would love if the next chip was named after Katherine Johnson (Born as Creola Katherine Coleman)

CC-100 would be such a fire chip name

[will kyi @willkyi]

I pick rock in rock paper scissors because i dont want to change the position of my hand

[will kyi @willkyi]

i find that people are very backwards looking when it comes to assessing asset prices, which is extremely illogical

the concept of "house money" is stupid because at every moment in time you should be reassessing how to maximize on your current position

[will kyi @willkyi]

@KevChannel Some might say haha

[will kyi @willkyi]

Love the city. Just the greatest American city aesthetic

[will kyi @willkyi]

It feels like $NVDA is pricing in an opportunity cost to holding the stock

Despite it being the keystone of the AI buildout, i feel it has underperformed relative to its peers due to its size

I do believe if it starts rolling again, it will be a violent move

[will kyi @willkyi]

@SunlightPartner True just thought the optics on twitter was funny

[will kyi @willkyi]

Not really gonna comment on the validity of the report but i think its funny that they legit bottom ticked the intraday $bw

[Sunlight Partners @SunlightPartner]

There is a reason no US utility has built this style of gas steam plant in 41 years, and why no other data centers or boiler makers are proposing to build one now. It makes no sense commercially and is a huge backwards step environmentally for the US power sector.
Optimistic analysts believe $BW can build 10 of these plants in the next 20 years; we doubt they'll build one. 5/5 https://t.co/wqyt9wTuUJ

[will kyi @willkyi]

@kylekuzma The third one doesn’t really happen… AI can’t compress trial timelines because it doesn’t magically make the drugs process faster through your body

[will kyi @willkyi]

There’s something very primal about a New Yorker jaywalking in front of a fire truck with sirens on to avoid being inconvenienced by thirty seconds

Not very Darwinian though..

[will kyi @willkyi]

Depending on how $AAPL plays agentic siri, it could potentially create an opening on the western smart devices market

Chinese markets are largely shifting away from $AAPL towards their domestic producers with local AI integration being a reason

Looking at you $GOOG

[will kyi @willkyi]

People have been asking me what I do in the market

Knowing the names are like half the battle

If the trade execution, timing and the conviction isn’t there, the volatility will probably chop you up

Had a couple of friends ask for names just to sell before run ups…

[will kyi @willkyi]

@Aaronwei3n actually insane that memory went from 15% of GPU cost to 50% of GPU cost

next generation architecture is stating that memory demand is not only bottle necked but accelerating

[will kyi @willkyi]

@202accepted words don't mean anything anymore

[will kyi @willkyi]

@dylan522p Top tier copy pasta

[will kyi @willkyi]

You sort of know who knows what they are talking about and sensationalists on X when they talk about Leopold's 13F

Those $SMH puts were probably bought before 3/31 at the peak of the Iran War. I would assume he didn't hold any of those puts till now or hes underwater on those

[will kyi @willkyi]

I do think that it is important to note the context of Leopold's positions.

1. 13-Fs are lagging indicators. Shouldn't place that much credence
2. 1 month into the Iran War
3. The value of the puts are overstated on filings
4. Man is still omega long energy.

Energy is key