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THIS COULD CHANGE EVERYTHING🚫 $META just announced their new cloud business selling excess compute pushing them up over $50 here... Names like $CRWV $IREN and $NBIS are seeing INCREASED selling on this news however Massive Opportunity or MASSIVE Headwind?!👇

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JEFE TRADES 🔪

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40,196 Aufrufe • vor 1 Monat •via X (Twitter)

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TIMBERRRR THIS LOOKS BAD 🚫 $GOOGL Just announced an 80 BILLION DOLLAR OFFERING... Immediately seeing more sell side with a gap near $355. Then we saw $META drop $30+ here on the day despite new ATH on $SPY 2 Stocks THAT ARE RUNNING ON FUMES?!👇

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The deal between $IREN and $NVDA means everything for $IREN. Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today. We invest in our ecosystem because I want our ecosystem to thrive.” The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure. It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years. It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed. That changes everything. Huge news for all $IREN shareholders.
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The deal between $IREN and $NVDA means everything for $IREN. Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today. We invest in our ecosystem because I want our ecosystem to thrive.” The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure. It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years. It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed. That changes everything. Huge news for all $IREN shareholders.

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EARNINGS COULD SHOCK THE MARKET 🚫 $NVDA up until this week has been VERY bullish, breaking $235... Now we are seeing Sellers after no china sales or deals were made. Either way this is setting up for a MASSIVE impact for the rest of the market and another SOLID setup 👇
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EARNINGS COULD SHOCK THE MARKET 🚫 $NVDA up until this week has been VERY bullish, breaking $235... Now we are seeing Sellers after no china sales or deals were made. Either way this is setting up for a MASSIVE impact for the rest of the market and another SOLID setup 👇

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Be cautious of your surroundings. If these people are found around you, Hindus should unite like this, ask for Aadhaar card and identity details, only Hindus should be allowed to do business - whether it is those working in the temple or those selling outside temples and shops. Our Brave Hindus asked their names and Aadhaar cards and sent them off. They definitely are illegals. Selling stuff saying they are from Bihar/West Bengal/UP. This incident is from Simhachalam temple hill. Look how deep is their infiltration. BajrangDal Vishva Hindu Parishad -VHP ShivaShakthi Nationalist Hub
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64,465 Aufrufe • vor 3 Monaten

$NBIS and $CRWV growing like crazy shouldn't be surprising. Satya Nadella publicly explained 6 months ago on a podcast that $MSFT would be leasing a lot of capacity going forward rather than building all itself. Here is what I think is happening: These neo-cloud businesses, both $NBIS and $CRWV, exist solely because $NVDA wants them to exist. Nvidia has an equity stake in both companies, and they are both members of the Nvidia Partners Program. Nvidia grants early access to its chips to the partners. Nvidia does that because it knows all hyperscalers, especially $MSFT and $AMZN, are racing to develop their own cutting-edge GPUs, as this is their biggest cost in scaling cloud operations. Nvidia knows that if they are allowed to control the supply, it will prolong the upgrade cycles and reduce orders to gain time to develop its own chips. This is why it's providing early access to the neo-clouds that are 100% dependent on Nvidia chips. Hyperscalers know that if they delay orders for the fresh capacity, the demand will shift to the neo-clouds that can build capacity fast with the support of $NVDA. Thus, $NVDA corners hyperscalers and strategically compels them to put new orders and cripples their ability to focus on their own chips. $MSFT sees this and says, "If this is the case, I'll just lease the capacity from the neo-clouds." It's basically a strategic response to $NVDA. It leases the bulk of their capacity, making them dependent on it. So, if $MSFT backs down, they'll have a really hard time staying alive. There is a small window of opportunity here for neo-clouds. If they can scale beyond hyperscalers and form a fragmented customer base, they may keep thriving even if hyperscalers reduce leases. Currently, $NBIS has a better shot at it than $CRWV, as $MSFT already makes up 72% of its revenue. I am long $NBIS, and I have already made 4x of money in the stock. I'll remain long $NBIS and even grow my position, but I'll remain skeptical of $CRWV for its unfavorable strategic position, as I explained above.
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$NBIS and $CRWV growing like crazy shouldn't be surprising. Satya Nadella publicly explained 6 months ago on a podcast that $MSFT would be leasing a lot of capacity going forward rather than building all itself. Here is what I think is happening: These neo-cloud businesses, both $NBIS and $CRWV, exist solely because $NVDA wants them to exist. Nvidia has an equity stake in both companies, and they are both members of the Nvidia Partners Program. Nvidia grants early access to its chips to the partners. Nvidia does that because it knows all hyperscalers, especially $MSFT and $AMZN, are racing to develop their own cutting-edge GPUs, as this is their biggest cost in scaling cloud operations. Nvidia knows that if they are allowed to control the supply, it will prolong the upgrade cycles and reduce orders to gain time to develop its own chips. This is why it's providing early access to the neo-clouds that are 100% dependent on Nvidia chips. Hyperscalers know that if they delay orders for the fresh capacity, the demand will shift to the neo-clouds that can build capacity fast with the support of $NVDA. Thus, $NVDA corners hyperscalers and strategically compels them to put new orders and cripples their ability to focus on their own chips. $MSFT sees this and says, "If this is the case, I'll just lease the capacity from the neo-clouds." It's basically a strategic response to $NVDA. It leases the bulk of their capacity, making them dependent on it. So, if $MSFT backs down, they'll have a really hard time staying alive. There is a small window of opportunity here for neo-clouds. If they can scale beyond hyperscalers and form a fragmented customer base, they may keep thriving even if hyperscalers reduce leases. Currently, $NBIS has a better shot at it than $CRWV, as $MSFT already makes up 72% of its revenue. I am long $NBIS, and I have already made 4x of money in the stock. I'll remain long $NBIS and even grow my position, but I'll remain skeptical of $CRWV for its unfavorable strategic position, as I explained above.

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CONGRESS SELLING US OUT Former Rep George Santos exposes Congress gets drunk partying with lobbyists and they are selling their votes on legislation, they’re openly “selling the American people” “This sh*t happens every single week. Where are the ethics investigations?” “I’m not running for reelection because I don't want to work with a bunch of hypocrites. It's gross. I have co-colleagues who are more worried about getting drunk every night with the next lobbyist that they're gonna screw and pretend like none of us know what's going on and sell off the American people. Not show up to vote because they're too hungover or whatever the reason is. Or not show up to vote at all and just give their card out like f*cking candy for someone else to vote for them. This sh*t happens every single week. Where are the ethics investigations?”
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CONGRESS SELLING US OUT Former Rep George Santos exposes Congress gets drunk partying with lobbyists and they are selling their votes on legislation, they’re openly “selling the American people” “This sh*t happens every single week. Where are the ethics investigations?” “I’m not running for reelection because I don't want to work with a bunch of hypocrites. It's gross. I have co-colleagues who are more worried about getting drunk every night with the next lobbyist that they're gonna screw and pretend like none of us know what's going on and sell off the American people. Not show up to vote because they're too hungover or whatever the reason is. Or not show up to vote at all and just give their card out like f*cking candy for someone else to vote for them. This sh*t happens every single week. Where are the ethics investigations?”

Wall Street Apes

143,565 Aufrufe • vor 1 Jahr

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.
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🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

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BREAKING: Business owners all over the country are coming together to put Kamala Harris on blast for proposing communist tactics to control food prices They're also urging people to vote for Trump because Kamala will put them out of business, "Don't vote for these people. They are bad news." Seeing men like this stand up for their community is so refreshing. Democrats would have you believe all store owners are sitting behind desks increasing prices with smirks on their faces; in reality, they're just normal people who serve their communities with their businesses. They employ people and keep the economy going Kamala is a #Kamunist who wants to destroy everything America stands for If you're a businessman or entrepreneur. Make a video like this and send it to me through 𝕏 DMs. Let's get millions of Americans to wake up to Kamala Harris's dangerous plans for their pockets

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