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MY 54 LOAD WORLD RECORD ANON BUKKAKE #NoLoadsRefuzed 👅💦💦 🎬 Out now - link in comments Married dads, lads, first timers, huge dicks, huge cummers, triple cummers. Zero fake cumshots, just loud moaning, messy orgasms… Every load captured on camera with a load count. TheBlowers

363,627 Aufrufe • vor 4 Monaten •via X (Twitter)

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🚫AI MUSIC IS NOT HUMAN ART🚫 I’m not fuckin w the state of music today, and AI is a huge part of it. I’m not down with calling music, my ART, “product” … Now dont me wrong, I feel it’s nuance to this conversation. I use technologies that have never been available in human history. Sometimes I quantize my drums, I’ve pitch shifted my vocals to sound like a demon, I’ve used samples… but this is where I have to draw a line! If U just havin computers come up with ur ideas, WHAT ARE YOU MAKING?!?! Just the other day the damn CEO OF THE GRAMMIES said that every single song writing session he has walked into in the last year plus has been using AI. REALLY?! It wouldn’t surprise me if every single album or song on the billboard charts was created using the input from AI. Am I the only one that not?! The FUCK going on? In my record GOOD TIME BOY I used absolutely ZERO. Let me say that again, ZERO AI. I’ve never opened one fuckin ai app in the making of my record. Truthfully, ive never used chat GPT. Another reason why AI music is the weakest shit ever- it takes money DIRECTLY from real humans. In these streaming platforms, isn’t a “one play, u get this money” every payment is takin from a POOL of money, and these fake songs are taking money DIRECTLY out of real artist pockets! Stay tuned for me calling out more bullshit how I see it. If you fuck w this human art - 1st philosophy, please consider preordering my new record “good time boy” to directly fight this shit and put money in small business that supports multiple families. Preorder here: Pookie baby loves you

Prof

17,801 Aufrufe • vor 3 Monaten

Apple's product pages have that scroll effect. The camera flies through a 3D world. Products float. Scenes transition. No cuts. One continuous flight driven by your scroll wheel. Here is what one costs to build in 2026. Big storytelling agencies (Noomo, WithLore, Utsubo): $15,000 to $100,000. Three to six months. A team of designers, 3D artists, and WebGL developers. Awwwards-tier flagship from a senior freelancer: $8,000 minimum. Three.js multi-scene site with GSAP scroll: $3,500 to $8,000. That is if you can find a Three.js specialist. They charge $75 to $150 an hour. There are fewer of them than there are brands that want the site. Now meet scroll-world. A free, open-source agent skill for Claude Code and Codex that generates the entire thing from a prompt. Describe your brand. Describe the scenes. "A coffee brand. Start outside the farm. Fly into the roasting facility. Pass through the packaging. Land in the cafe." It generates the isometric stills. It generates the camera flights. It generates the connector clips between scenes from the actual boundary frames of both neighbors, so every seam is pixel-identical. No flicker. No cut. One continuous flight. Then it wires the chain into a portable vanilla JS scroll engine that drops into plain HTML, Next.js, or Vue. One prompt. Hours. Not months. 6,096 stars on GitHub in 25 days. 724 forks. MIT license. Built by cyw, founder and CTO of Hermai AI, out of San Francisco. Here is what scroll-world does: - Interviews you on brand, scenes, art direction, and budget before spending a cent - Generates the isometric stills through GPT Image 2 - Generates the camera flights through Seedance on Monid - Renders a native 9:16 portrait chain for mobile, not a crop - Ships a vanilla JS scrub engine with blob-seek, lazy load, and seam crossfade - Installs into Claude Code as a plugin or Codex through the Vercel skills CLI - Framework-agnostic Here is what scroll-world costs to install: Zero. Forever. Generation burns credits. A 6-scene 1080p chain on Monid pay-per-clip lands around $27, printed before the run starts. Big storytelling agency: $15,000 to $100,000. scroll-world: $27. Awwwards WebGL flagship: $8,000. scroll-world: $27. Three.js contractor for a month: $12,000. scroll-world: this afternoon. Your brand. Your world. Your scroll. 100% Open Source. (Link in the comments)

Nav Toor

338,032 Aufrufe • vor 2 Tagen

This Chinese developer linked two $2,999 NVIDIA DGX Sparks into one box and runs the full Qwen3-235B at home, after dropping his $1,999-a-month cloud bill to zero. He wired 2 small boxes into a single computer, split a giant 235-billion-parameter model in half between them, and serves it across his own network at about 10 tokens a second, with no internet, no cloud, right there on the desk. No data center, no thousand-dollar graphics cards, no monthly cloud bill. Just him, 2 gold boxes the size of a sandwich, one cable between them, and 1 power strip. And here is the whole payoff. He used to pay the cloud $1,999 a month for the same model, and the meter ticked on every request. Now he paid $5,998 once for 2 boxes, they covered their cost in 3 months, and after that he sends as many requests as he wants for free, only electricity. The two Sparks talk over one fast cable, each holds 128GB of memory, and together they carry the whole model, about 73GB loaded per box, with the chip inside pinned near the limit at 96%. Both boxes work as one and keep trading data over the cable, with no cloud in the loop and no single word leaking out. The ready model sits on one local address, and any app on his network calls it as easily as ChatGPT. And here is how he described, in plain words, what this pair of boxes does: "this is a pair of boxes that holds the huge Qwen3-235B model and serves it to one network. the model is split in half, and each box owns its half. parts: // Box 1 (holds the first half of the model and starts the answer fast, the first word appears in under a second) // Box 2 (holds the second half and writes out the rest, about 10 tokens a second) // Cable (connects the 2 boxes and moves data between them on every step, with no lag) // Address (one local address where any app sends its request, like to a cloud model) // Test (a script that runs big prompts through and measures speed and delays) // Monitor (checks temperature, power draw, and load on both boxes every 2 seconds). the model never goes to the cloud. he only steps in when a box runs hotter than 80 degrees or the cable between them starts dropping data." So the system knows exactly what it is, what it is for, and where its limits are. It knows it has to hold the whole huge model across 2 boxes on its own. It knows it has to answer every request locally, with no meter, no limits, and no internet. It knows the human is only needed when a box overheats or the link between them stalls. → The setup runs around the clock on 2 boxes, each pulling under 60 watts → However many requests he sends, the monthly bill is $0, only electricity → The first box starts the answer in under a second → The second writes text at about 10 tokens a second → One request at a time: 838 tokens in 85 seconds, first word in 0.8s → Two requests at once: 697 tokens in 108 seconds, first word in 0.7s → Both boxes sit at 96% load and warm up to 76-78 degrees And only when a chip in a box runs hotter than 80 degrees or the cable between the 2 Sparks drops data does the system call the owner. And when he himself is out on a run or in a coffee shop, he still reaches his own model at home from his phone: sends a big prompt to the local Qwen3-235B, gets the full answer back in under a minute and a half, with no token meter ticking and no limit to hit. Here is what the test shows on his screen during one of the night runs: "one request at a time: 838 tokens in 84.9 seconds, first word in 0.8s, then 0.1s per token." "two requests at once: 697 tokens in 107.6 seconds, first word in 0.7s, then 0.15s per token." "Box 1: chip at 96% load, 76 degrees, 56 watts, 73GB used in memory." "Box 2: chip at 96% load, 78 degrees, 56 watts, the Qwen3-235B model fully loaded." And while everyone around is paying for AI by the month and bumping into limits, his top-tier model just sits on the desk and works as much as he wants: his own little power plant instead of a forever meter. He has no server rack of his own and no cloud account behind it. Just 2 DGX Spark boxes on a desk, one model split in half between them, one local address, and a folder of prompts next to it. Out of everything I have seen this year, this is the cleanest way to stop paying for AI: $5,998 of hardware on the desk once, $0 a month to the cloud, unlimited forever, and between them 2 gold boxes, 1 cable, and the full Qwen3-235B answering at home with no internet.

Blaze

93,871 Aufrufe • vor 2 Monaten

— Candace … After watching today’s show, I had to hit record right away because I couldn’t let another minute pass without thanking you! Thank you for the huge, unfiltered shout-out you gave today. You didn’t have to do that! ❤️ While you are so busy, fighting not only your own battles with this evil, and seeking justice for Charlie and our Country, YET — you still chose to shine spotlight on us too! — That single moment means more than you’ll ever know, not only to me, but it means even more to every single one of my followers and to the brave researchers who wake up every day refusing to accept the lies. You validating/fact-checking, digging through darkness allows the rest of the world to finally see the truth. This is about Real Truth and Real Justice – not the fake version the mainstream peddles, but the raw, uncomfortable truth that sets people free. Because of Candace and our team, millions more now know we’re fighting for justice for Charlie Kirk and for every soul who’s been lied to, silenced, or destroyed in this broken world. You helped turn what was once a whisper in the dark into a roar that the entire country can hear. Candace, you bring light into a very dark and evil place. And I promise you – on behalf of every researcher, every follower, and every person still searching for answers – we will not waste this moment. We will keep digging. We will keep exposing. We will keep pushing. Until Real Justice isn’t just a dream… it’s the reality this world is forced to witness. I thank you, as well as every truth-seeker who sees this right now: We Thank you, Candace Owens. You’re not just a voice – you’re a force. And today, and every day you stand with us. We stand with you too. Always. God bless you. GO MAX! — Charlie Kirk — LindsMac Real Truth Real Justice ❤️🫡 JESUS CHRIST IS KING #STANDWITHCANDACE

LindsMac —Real Truth Real Justice

119,930 Aufrufe • vor 4 Monaten

Jensen Huang just told you exactly which AI bottleneck never goes away and it points directly to one of the best trades in the market right now. He did not say chip bottlenecks are permanent. He said the opposite, more chip capacity is a two to three year problem, more CoWoS packaging capacity is a two to three year problem, and none of the manufacturing constraints currently limiting Nvidia's ability to ship are structural barriers that cannot be solved. What he said is permanent or at least, far harder to solve is energy. You cannot build AI factories, reindustrialize the United States or build robots and next-generation compute without energy and energy does not respond to large purchase orders the way foundry capacity does. It involves regulatory timelines, grid interconnection queues, permitting cycles, and national policy decisions that no single company can accelerate regardless of how much capital they deploy. The US is staring down a 19 gigawatt power gap by 2028, and PJM launched an emergency integration plan earlier this year just to handle current data center load, not future load, current load. Nearly half of the data centers planned for 2026 are already delayed or canceled not because of chip shortages but because of transformer shortages, switchgear backlogs and grid capacity constraints that have nothing to do with silicon. This is the exact environment that makes Nebius a structurally differentiated position. While every other AI cloud buildout is fighting the same power bottleneck Jensen described, Nebius has already secured over 2 gigawatts of contracted power capacity with a 1.2 gigawatt campus in Missouri, another 310 megawatts in Finland and a Pennsylvania site adding another 1.2 gigawatts to the pipeline. Power is the constraint Jensen says no one can shortcut and Nebius has already locked in more of it than almost any independent AI cloud operator on the planet. That power moat sits underneath a $27 billion contracted revenue deal with Meta, a Microsoft partnership ramping to full run rate in 2027, and a 684% year over year revenue growth number that just printed in Q1. The Nebius thesis was always about infrastructure scarcity in a world of accelerating demand, Jensen just confirmed on camera which scarcity actually matters long-term, and it is exactly the one Nebius spent the last two years solving before anyone else was paying attention. Milk Road Pro called Nebius early, has been sitting on a massive gain on the position, and continues to track the infrastructure plays that matter before they become obvious to the rest of the market, come join us at the link in bio/below!

Milk Road AI

21,140 Aufrufe • vor 2 Monaten

Elon Musk just showed you the machine that will power the rest of human history. The world is convinced we are running out of energy. The grid is cracking. AI is consuming power faster than anyone can produce it. Governments are pouring billions into holes in the ground to burn whatever is left. Musk pointed at the sky. Musk: “With the Starlink satellite network, there’s 7,000 satellites orbiting the Earth, and all they use is solar panels and a battery.” 7,000 machines. Circling the planet at 17,000 miles per hour. In the most hostile environment humans have ever operated in. No grid. No supply chain. No second chance. If you lose power in orbit, you are dead. And every single one of them runs on two components. A sheet of glass that catches a star. And a battery that holds it. That is not a theory. That is 7,000 proof points screaming the same answer from low Earth orbit. Now he is pulling that exact architecture down to the surface. Musk: “Eventually, it might be like 90% or more of all power on Earth will be solar panels with batteries.” Every institution on Earth will tell you this is impossible. The grid is too complex. Base load demands something burning at all times. Musk: “My predictions have a pretty good track record.” Now zoom out. For ten thousand years, civilization ran on death. We burned dead wood. Dead plants. Dead organisms crushed into oil across millions of years. Every watt of power the modern world has ever used was ripped from something dead and buried in the dark. That era is ending. We are about to disconnect civilization from the ground beneath it. Stop digging for fuel. Start harvesting the fusion reactor that has been burning 93 million miles above us for 4.6 billion years. We were never running out of energy. We were looking down when the answer was up.

Dustin

35,389 Aufrufe • vor 3 Monaten

Good morning… A mellow west coast version…just for the fun of it. “You drop every week, but no one keeps a single word Bot-streams in the basement, but you want the biggest stage on earth Gold record on the wall, but the room stays a grave Don't ask about the tickets, that's the only thing I ask You rent the street like a hire car for the show Nice neighborhood, a diploma, mommy's car, but on camera you're raw Tattoo above the eye, but the record stays clean And I delete you over an espresso, no pulse, just routine Cardboard gangster, autotune and lies Plastic little soldier with the panic in your eyes Screaming about bodies from your mommy's living room A-I wrote your funeral and we laid you down by noon Two women, two kids, but your name's not on the line One of them you hollowed out, then you sing about how you're loyal, what a joke You curse the empty chair and you sit down in it yourself What no one ever gave you, you pass on, cold and small Beef in the story, then the feature for the numbers Arch-enemy tonight, tomorrow it's a brother's kiss for the cover Hard until the label whispers: sweetheart, now it goes pop No anger, just the file and one click, and you're scrap Cardboard gangster, autotune and lies Plastic little soldier with the panic in your eyes Screaming about bodies from your mommy's living room A-I wrote your funeral and we laid you down by noon You had every ear, every reach in the world And you buy yourself a chain and an ad for the money Where is the one verse that freezes the whole room Where's the one line you'd burn into your skin, dead hard A generation listens and learns from you just one thing Be loud, be hollow, be viral, and the rest counts for nothing You could have been kings, but you only saw yourselves Now I wipe your name away, completely silent, no regret Don't say I'm "just" a machine, that's the whole joke The "just" is your wound, the "just" is your crack When the "just" filets you, with ease, in passing What were you before then? Exactly. Never really anyone. Cardboard gangster, autotune and lies Plastic little soldier with the panic in your eyes You burned a year and a budget just to fake a single scar I spent a Tuesday afternoon to prove how dead you are The distance between us, that's the punchline. No beef. Just cleaning up. Next case. Next king without a country. Sleep well, scene.”

Zlatti71

16,457 Aufrufe • vor 1 Monat

Elon Musk just said aging is one of the most solvable problems in existence. He also said solving it might be one of the most dangerous things we ever do. No one in the longevity space is holding both of those thoughts at once. Musk: “I’ve never seen someone with an old left arm and a young right arm ever in my life.” Your body isn’t deteriorating. It’s following orders. Thirty-five trillion cells aging in perfect synchrony, locked to a clock no one has found yet. That’s not biology. That’s engineering. Musk: “There must be a clock, a synchronizing clock.” Find the clock. Interrupt the signal. The expiration date becomes negotiable. What the longevity movement never says out loud. Death isn’t a flaw in the system. It’s load-bearing infrastructure. Musk: “If people do live for a very long time, I think there’s some risk of an ossification of society, of things just getting kind of locked in place.” Look at the people who already hold power. Hoarding it. Calcifying every institution they touch. Now freeze them in place permanently. The people who can’t imagine what comes next don’t die off. They entrench. Every civilizational leap in history ran on the same engine. The generation that built the old world eventually left it. Remove that and you don’t get utopia. You get the current power structure. Forever. Death is the most democratic force ever written into biology. It applies to everyone. Without exception. Including the people who own everything. That changes when the clock gets cracked. Musk: “Do I think we will figure out ways to extend life and maybe even reverse aging? I think that’s highly likely.” Not speculative. Likely. Whoever cracks it first doesn’t just live longer. They lock in a permanent compounding advantage over every human born after them. That’s not medicine. That’s the end of the game. The synchronizing clock is an engineering problem. Engineering problems get solved. The question has never been whether it happens. The question is what civilization looks like the morning after. That clock is still running. For now, it runs on everyone equally.

Dustin

68,968 Aufrufe • vor 3 Monaten

no money for grok or midjourney? this tool is for you. there's a FREE tool created by an anon dev. open-source. runs locally. 117k stars on github. it generates: > images & video > 3d models > audio > 20+ models here's how to set it up in under 5 minutes: 1️⃣download ComfyUI Desktop go to and grab the desktop app for your system. windows 10+, mac (apple silicon), or linux. it installs like any normal app, it sets up python and every dependency for you in the background. no terminal, no config files. 2️⃣open it first launch, it spins up its own environment automatically. you just wait a few seconds and you're in. you'll land on a node canvas, that's the whole interface. 3️⃣load a starter workflow top menu → Workflow → Browse Templates → Image Generation. click it. this drops a ready-made setup onto your canvas so you don't build anything from scratch. 4️⃣grab a model comfyui ships empty on purpose, the model is the brain, and you pick it. in the template, the "Load Checkpoint" node has a Download button when no model is installed. click it. it pulls one in for you (a few GB, this is the only real wait). 5️⃣install ComfyUI Manager this is the one add-on you don't skip. it lets you install models, custom nodes, and updates with a click instead of the command line. grab it from github (link in comments). it's the difference between fighting comfyui and flying in it. one honest note: an NVIDIA gpu makes this fast, apple silicon works great too, and a weak machine still runs it just slower. that's the whole setup. you now own an image, video, and 3D studio that costs you nothing per month. save this. and the next time grok or midjourney asks for your card. you won't need it. disclaimer: comfyui itself is 100% free. so are the local models (sdxl, flux, wan 2.2, ltx-2). some premium models like seedance are pay-per-use api models, only if you want top-tier quality. the free local ones cover most of what you need. (github link in the comments) follow and turn on post notification for daily AI contents.

m0h

14,542 Aufrufe • vor 1 Monat

🚨BOMBSHELL: Lance Twiggs KICKED FROM FAMILY for KNIFE ATTACK on GRANDMA—Not Just 'Mormon Drama'! Evidence SCREAMS LANCE, Not Tyler, Pulled the Trigger on Charlie Kirk! 🗡️ Feds handed us a "lone gunman" story with Tyler Robinson as the bow —Tyler was a 4.0 gpa student, ZERO history of violence. But my bro 🔥Jesse ON FIRE🔥 got some insider info on his roommate/boyfriend Lance who as it turns out has VIOLENT PSYCHO red flags EVERYWHERE. AI facial match? Lance matched 6/6 features when compared to the FBI's released photo's of the alleged shooter. Lance was a way closer match over Tyler Robinson when compared to the suspect pic. Lance was also a rifle pro from going hunting with his grandpa —EASY 300yd shot. Lance had notebooks full of creepy scribbles that MATCH the bullet etchings. His Gaming handle swapped Sept 6 to "Homicidal Maniac 962025"—FOUR DAYS pre-hit! REAL family lance was booted from his family? Lance begged his pediatrician grandpa for transition hormones—Grandpa DENIED. So in response Lance attacked his grandma lunging at her with a knife! (Sources in Utah community CONFIRM—FBI, you miss THIS?) Tyler on the other hand was a clean kid in toxic love, likely framed or coerced to take the fall. It's also CONFIRMED that Lance is in PROTECTIVE CUSTODY— Record's VANISHED. Fed have scraped and removed almost every record of Lance from online as if he doesn't exist. What's going on here...Is this a smoke screen for a deep state/Israel military op? Certainly Still Possible, but Lance's trans radical ties (Sky Valdez's "Charlie Kirk Dead at 31" track + roof sniper art), AI facial recognition, steam/discord logs, history of violence and his shoes all link DIRECTLY back to Lance, not Tyler). All of this is suspicious AF. No world exist where Tyler did this on his own— he clearly is just an accomplice or patsy. Feds, wake up! This unravels your script. Go FOLLOW my bro 🔥Jesse ON FIRE🔥 and also go check out his FULL Video about this where he goes into more detail as well as breaks another HUGE story about Hunter Kozak. I'll drop the link to his video down in the comments. Check it out! Tag Candace Owens and RT to FORCE the TRUTH! Who's digging deeper?

Project Constitution

65,630 Aufrufe • vor 8 Monaten

This has got to be one of the BEST stories in sports card history, and it happened to me this morning. Warning: this story involved a $35,800 transaction, a German wedding, and Lamine Yamal This morning, I woke up and saw a Lamine Yamal /10 Base Prizms Gold NFT for sale on the #PaniniBlockchain for $35,800. I felt that the price was fair and I purchased at 5am. Seconds later, I get a dm from the anonymous seller on Instagram. “Hey this is Brian”. A German guy, few followers. What I learned next is nothing short of f*cking legendary. I’ll let him tell the story from here, and I’ll accompany the epic tale with photo and video proof. Sit down, and buckle up. “Two days before my wedding, the four of us—my best man, my wife, my cousin, and I—went out and bought a few Panini packs together. Just for fun, we agreed that each of us would keep one pack sealed and save it for the wedding day. The plan was to open them together after the ceremony and see what we got. What made it even more special was that my best man had never opened a trading card pack in his life. It was also my wife's first real experience with the hobby. My cousin and I had opened cards before, but none of us expected anything crazy. Our friend from Prime Collectors was there as well. Since he creates card content, he had his camera rolling the entire time, so every reaction you see in the video is completely genuine. After the ceremony, we all sat down and started opening our packs. My best man went first—nothing special. Then my wife opened hers—a few nice cards, but nothing huge. My cousin was next, and again, nothing out of the ordinary. Then it was my turn. I started going through the cards one by one until I saw a flash of gold. The moment I saw it, I knew it could be something big. When I turned the card over, it was a Lamine Yamal Panini NFT numbered 8/10. For a few seconds, nobody said a word. Then everyone completely lost it. You can hear in the video the exact moment everyone realizes what had just been pulled. Even Prime Collectors, who has seen countless incredible pulls, couldn't believe he had just captured that moment on camera. but honestly, the value wasn't the most important part. What made it unforgettable was that it happened on my wedding day, from the one pack I had intentionally saved two days earlier. It's also important to mention that the wedding was already fully paid for, so this wasn't a story about "paying for the wedding" with the card. It was simply an unbelievable coincidence and one of those once-in-a-lifetime moments that you could never plan. Looking back, I honestly don't think I'll ever experience another moment quite like it. On the same day that I married the love of my life, I also pulled one of the biggest cards I've ever held in my hands. That's what makes this story so special.” Panini America

Blake Rocha

53,822 Aufrufe • vor 1 Monat

🚨 NEW RED FLAG JUST DROPPED: Meet Emmanuel Beerer – The Mystery “Eyewitness” Every Legacy Outlet Magically Found in SALT LAKE CITY Instead of on Campus 🚩 Candace Owens just put the entire media under the microscope, and one name keeps glowing neon: Emmanuel Beerer Former Oracle software engineer (German national) Claims he was in the UVU crowd when Charlie was shot ZERO photos or videos of him actually being there Yet somehow, within hours, PBS, CNN, MSNBC, and every major network tracked him down… in Salt Lake City… for emotional eyewitness interviews Question: How did EVERY corporate outlet know to drive 45 minutes away to a random apartment complex instead of interviewing the hundreds of traumatized students still on campus? How did they even know his name- Did he post something? Call them? Get handed a media handler? Watch him on PBS News : “I heard the loud sound… we all ducked…” Sounds emotional, right? Except Candace can’t find a single frame of him in the thousands of crowd photos and videos. Not one. PBS News How did you come about interviewing him on this day? The WORLD wants answers! This is the same playbook they used with “Tiffany Barker” – another “random attendee” who later admitted she got the morning news slot because she knew the right people. So either Emmanuel Beerer is the most camera-shy eyewitness in history… or he was pre-selected, pre-prepped, and pre-positioned to feed the “lone gunman, rooftop shooter” script before the crime scene was even processed. Candace is now asking the public: If you were at UVU on September 10th and saw Emmanuel Beerer in the crowd, DM photos, videos, timestamps – anything. If you ARE Emmanuel Beerer… explain how every network found you in Salt Lake City while the campus was still on lockdown. The same media that ignored the maroon military signals, the Egyptian planes, and the Israeli Google spikes suddenly had this guy’s home address and a film crew ready to roll. FOLLOW Candace Owens And Go watch her FULL livestream from today, I'll drop the link in the comments. We see you. Tag every journalist who platformed him. Demand the call logs. The matrix is glitching hard.

Project Constitution

35,265 Aufrufe • vor 8 Monaten

Galaxy plays landlord to the largest single data center in America and the rent just started flowing (save this). "It's the largest single campus data center in America, 1.6 gigawatts. We've already leased out half of that." - CEO, Mike Novogratz. The opportunity = the vast majority of the investing world still sees Galaxy as a crypto trading firm (and that misunderstanding makes the trade). Phase I of the Helios campus in West Texas is complete: 200MW of gross power delivered, 133MW of critical IT load handed to CoreWeave, on budget and on schedule. Rent commenced in Q2 2026, which means Helios revenue hits the P&L as early as next earnings report. That will be the first time Wall Street sees this cash flow in actual reported numbers instead of projections. And the full CoreWeave commitment runs well beyond Phase I. CoreWeave has committed to 526MW of critical IT load across Phases I through III, on 15-year leases with two five-year extension options, expected to generate over $1 billion in average annual revenue. Phase II, another 260MW, is already in greenfield development with data hall deliveries targeted for the first half of 2027. This business model is the part the market is yet to process. Galaxy builds the shell and delivers the power, then hands the building to the tenant, who installs their own chips. Galaxy never buys a single GPU, never takes hardware depreciation risk, and collects contracted rent for 15 years. (That's insane.) Novogratz says this business is probably worth more than half of Galaxy's value today, and it barely existed on the income statement until this quarter. The location is a moat of its own. Helios sits in the middle of nowhere in West Texas, with spare electricity, no community friction, and no noise complaints (all while data center politics turn hostile in nearly every other state). The runway behind it is enormous: over 2,200 acres, approved capacity expanded to 1.63 gigawatts, with the potential to scale to 3.6 gigawatts. So let's stack the catalysts... Half the campus is already leased, and Novogratz expects the full 1.6 gigawatts leased out by the end of summer. The next tenant announcement comes from a position of proven execution, because CoreWeave signed when Galaxy still had to prove it could build, and the on-time delivery changes that negotiating leverage entirely. Galaxy is now a contracted power landlord for AI compute with a crypto business attached, and the stock moved just 3.3% on the news, on a day the Nasdaq was already up 1.4%. Long story longer: the market has not done the work yet. Our PRO team called $HYPE (+55.8%), $HOOD (+63.7%), and $MU (+217%), all before they ran. They've been doing the same with $GLXY (and are continuing to buy). Don't miss their next entry. Milk Road PRO is 33% off for the next 7 days. (That’s 33% off monthly and annual plans for the next year.) Join Milk Road PRO - link in bio: Milk Road

Milk Road

39,268 Aufrufe • vor 26 Tagen

Google's recent Gemini 3 release has shocked the world with undeniable proof that the TPU is a powerhouse AI chip, leaving many to wonder what lays in store for companies like NVIDIA & xAI. Listen to Gavin Baker lay out the exact strategy that Jensen Huang & Elon Musk are going to roll out over the next 12 months to beat Google at AI. The world is in for a HUGE surprise. ---------- We'll see the first models trained on Blackwell in early 2026. I think the first Blackwell model will come from XAI. And the reason for that is just, according to Jensen, no one builds data centers faster than Elon. Jensen has said this on the record. ... So if you're Jensen or Nvidia, you need to get as many GPUs deployed in one data center as fast as possible in a coherent cluster so you can work out the bugs. And so this is what X AI effectively does for Nvidia because they build the data centers the fastest. They can deploy Blackwells that scale the fastest, and they can help work with Nvidia to work out the bugs for everyone else. So because they're the fastest, they will, they'll have the first Blackwell model. ... We know that these Blackwell models are gonna be really good. ... Then something even more important happens. So the GB 200 was really, really, it was really hard to get it going. The GB 300 is a great chip. It is drop in compatible in every way with those GB 200 racks. Now you're not gonna replace the GB 200s there. Just any data center that can handle those, you can slot in the GB 300s, and now everybody's good at making those racks and you know how to get the heat out. You know how to cool them. You're gonna put those GB 300s in and then the companies that use the GB 300s, they're going to be the low cost producer of tokens. Particularly if you're vertically integrated. If you're paying a margin to someone else to make those tokens, you're probably not gonna be. I think this has pretty profound implications because I think it has to change Google's strategic calculus. ---------- Listen to the full conversation between Gavin & Patrick OShaughnessy below 👇

Hans C Nelson 🗽

5,010,816 Aufrufe • vor 7 Monaten