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@DeepValueBagger
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$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Short fiat, long btc. e/acc
Bahamas
Joined February 2024
Well said buddy. $TSLA solves them all ftw.
@TraderJonesy Idk you but here is my advice. Exit your puts. 1. Energy shortage ( tesla fixes that ) 2. Datacenters ( tesla fixes that ) 3. Space datacenters ( SpaceX and tesla fix that ) 4. Self driving vehicles 5. Robots Give up.
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Looks like someone got the memo, $IREN back to $36+
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1/ Citadel got DeFi wrong. Today, DEF, @a16z, @DigitalChamber, @orca_so, @theblockprof, & @UniswapFND wrote to @SECGov in response to @citsecurities' letter misrepresenting how DeFi technology works. Why this group? Citadel blatantly miscited us, and we feel obligated to
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Communications energy and Technology sector have been underperforming for over a month. We will recover soon.
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Easily take a long or short position on your favorite index without the restrictions of locate requirements and borrow costs. Trade E-mini S&P 500 futures today.
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The GPU-hour markups are insane at hyperscalers. I worry about short term margin compression for neoclouds means hindering growth. $NBIS is attracting more demand with lower price in exchange for higher growth. But hyperscaler can compound growth with net profit, big cash
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Grasping time scaling is difficult psychologically. Day trader -> minutes. Swing trader -> weeks CEO (public company) -> Quarters/Years Long term investor -> 1 year+ Our life -> 80 yr+ Roman Empire -> 2000 years.
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Big caps are kicking small caps in the nuts. $TSLA is holding my account up against $IREN, $NBIS
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SpaceX completed its tender offer. $421 per share $800B valuation
SpaceX has officially completed its tender offer at a $800 Billion valuation priced at $421 per share - Bloomberg The tender offer allowed employees to sell their shares, SpaceX did not get any money from the transaction
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The mapping of the human genome has revolutionized modern medicine by unlocking personalized treatments and providing a deeper understanding of diseases. Now DeSci is pushing things further. Open labs, shared data, and breakthroughs that reach everyone faster. GM.
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December market has been absolutely garbage except for $RKLB $TE and $TSLA.
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Starlink V3 https://t.co/iLuP2olfdl
Former long-time @SpaceX employee Abhi Tripathi on a SpaceX IPO: "Once Musk realized Starlink satellites could be architected into a distributed network of data centers, the writing was on the wall. That is the moment an IPO suddenly came into play after being unlikely for so
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Starlink V3 will be 20kW and launched at scale around Q4 next year. No problem to scale that to >100kW if the satellite mass is shifted towards solar arrays and radiators for AI compute, instead of giant phased array antennas for Internet connectivity. https://t.co/riD8jkfCBD
@DrPhiltill @adamholtwrites SpaceX has way more satellites in orbit than the rest of the world combined, so maybe we know a thing or two about the subject 🤣 Starlink V3 will be 20kW and launched at scale around Q4 next year. No problem to scale that to >100kW if the satellite mass is shifted towards solar
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My research on AI Datacenter. 1. Require Radiation-hard, multi-junction III–V cells which gives you about 30% efficiency. Only 2 major companies makes it, Boeing and Rocket Lab $RKLB (to my knowledge) 2. Google presented design (laser communication, modular, TPU, cost)
arxiv.org
If AI is a foundational general-purpose technology, we should anticipate that demand for AI compute -- and energy -- will continue to grow. The Sun is by far the largest energy source in our solar...
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Do you want to make a difference this Christmas Season? Give a gift through the Samaritan's Purse 2025 Christmas Catalog and change the lives of families all over the world!
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RocketLab's subsidiary, SolAero, is one of the world's largest production line of high performing space solar cells, up to 1MWe per year. $RKLB https://t.co/MOMKyyZF3t
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