KaneCap
@KaneCapz
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Joined June 2020
Appears to be a springtime occurrence
Three weeks ago there were rumors that one of the labs had completed its largest ever successful training run, and that the model that emerged from it performed far above both internal expectations and what people assumed the scaling laws would predict. At the time these were
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Crazy that market is giving up on tech stocks at first inning of AI adoption It’s like the opposite of the 90’s
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NVDA H100 rental prices hit 18-month high: $2.59/hour
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Barring a yuuuuge rally into the close, the S&P 500 will have risen only 3 of the first 12 weeks of the year. That's tied for the worst ever.
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As $DLR and $EQIX barely flinch on macro-related selloffs, it's worth considering that $CORZ $GLXY and $WULF are also data center REITs in the making, but with a focus on hyperscale facilities, which is a much better business than $DLR and $EQIX's retail co-location model.
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@KaneCapz Revenue hasn’t even hit $AAOI earnings yet? If they’re implicitly saying they can do $1.8B q4 2026… and it’s a $7B MC today. They have the potential to be a $COHR or Innolight at $55B.
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NDX pushing new lows, eth still above $2k and yall crying like babies smh
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Bottom is in
DAVID SACKS no longer AI and Crypto Czar, he said in an interview with Bloomberg. Sacks ran out of his 130 days as a special government employee. He didn't count the days consecutively, but they were set to end eventually. He'll now only be co-chair of science and tech council
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The USA is not a coherent country anymore thanks to multi culturalism and feminism, ie there are no shared interests or values at large. Of course there’s no middle ground
Politics are exhausting There is no room for any middle ground or rational discussion about anything.
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It can't be understated that the reason they're doing this is because the Migrants and Immigrants aren't filling roles like the Government thought they would so they are tapping middle aged White guys.
🚨#BREAKING: Starting April 20, 2026, the U.S. Army will raise the maximum enlistment age from 34 to 42 years old and remove the waiver requirement for individuals with a single prior conviction for marijuana possession.
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It's clear that white people are just tax cattle for minorities at this point. Your blood should be boiling.
White NYC households pay ~$54B in combined taxes and receive $15.5M back in NYCHA public housing. Using white as the index (1×), here is the benefit received per tax dollar: White: 1x Asian: 7.5× Black: 61× Hispanic: 67x
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America has the most generous welfare state in the world, for rich retirees.
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NASDAQ Composite fell 9 of the past 10 weeks Since 1978, similar episodes of selling saw the NASDAQ higher every time 3 months and 1 year later, with an average gain of +32.5% after 1 year h/t @bespokeinvest
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The more the Nasdaq Composite Index has declined, the more Nasdaq 100 Index company insiders have bought. Make of it what you will. @sentimentrader
NASDAQ Composite fell 9 of the past 10 weeks Since 1978, similar episodes of selling saw the NASDAQ higher every time 3 months and 1 year later, with an average gain of +32.5% after 1 year h/t @bespokeinvest
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