Ted Boxer
@FlyBrandCEO
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Former NYC equity trader, former HF GP, former boxer & current iBanker. No financial advice. NYC'er|Syracuse U🍊
Texas
Joined August 2010
I am an early investor in @Accelsius1 & have spent time with Josh/CEO in NYC & Austin (HQ). Josh is impressive. Accelsius has a great team, great vision & a very large disruptable TAM IMO. The tech originally came from Nokia's Innovation Lab. Accelsius has a chance to be a
$INV “Our pipeline is growing dramatically every quarter,” Claman said. “We had a goal of having a proof of concept in one hyperscaler this year – we’re in two already. And I think we’ll have our third by the end of this year.”
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I am totally aligned re: your AI ecosystem thesis @joceyreyes209.. Power (2023): $IREN, $CIFR & $WULF, Energy Storage (2023): $EOSE, Infrastructure (2024): $GEV, Cooling (2023/2024): $VRT and @Accelsius1 (private investment) and US Govt/Sovereign (2025) @GlobalAiDotCom
$INV ….. For those that weren’t able to attend the spaces that @x_times_1 and I held with Roland Austrup from Inventue …. Below please find a recording our discussions. If you are interest in investing in the AI ecosystem …. this is a must listen. I believe that Accelsius
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Whoa, congrats @GlobalAiDotCom. What an incredible new partnership with @HUMAINAI. In John Kelly we trust! LFG! @joceyreyes209
#captable
BIG NEWS 🚀 Global AI has entered a strategic partnership with @HUMAINAI (a PIF company) to build massive-scale, sovereign-ready AI data centers and compute capacity in the United States and beyond... Powered by the latest @NVIDIA AI infrastructure. This is a historic
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Where is the $CLSK CEO "tick tock" today....? -50% since October 15th...
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$IREN > $CRWV Heck of a call out @mikealfred many moons ago! #verticalintegration
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Is the Legislative Branch being paid during the shut down? US Govt is a total joke:.
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Discussions with Novo Nordisk $HIMS $NVO "Hims & Hers and Novo Nordisk are in active discussions to make Wegovy injections and Novo Nordisk’s oral Wegovy (when FDA approved) available through the Hims & Hers platform, advancing consumer options and pursuant to prescriber
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In mgmt we trust.. @rftylerpage is a rockstar! Knows his company, knows the industry and explains the narrative so well! $CIFR #onward
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Incredible….. $IREN
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“We’ve been short [on computing power] now for many quarters. I thought we were going to catch up. We are not. Demand is increasing,” said Amy Hood, Microsoft’s chief financial officer. “When you see these kinds of demand signals and we know we’re behind, we do need to spend.”
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Giddy up! $AAPL $AMZN $COIN and my friend and yours.. $IREN When you see those eyes, expect a strong close to the year.. @DivesTech
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$SOFI monthly chart đź‘€.. Reporting Tuesday.. Crypto launch Q4.. 1/3 value of $HOOD.. Hmm...
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Umm... WOW.... $EOSE Congrats @PoweredByEos and a big bravo to @JoeMastrangelo8 & Team...
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It’s pretty amazing how one position defines a team/season/program. The way @CuseFootball has played since our QB1 went down is utterly & incredibly disastrous.. If you are a division 1 head coach, how are there not two capable players at that position? Always root for the
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