RJC
@RJCcapital
Followers
3K
Following
770
Media
291
Statuses
2K
Concentrated long / short portfolio manager. - NFA - $RBRK $FIX $HOOD $RKLB $NBIS $FLNC
New York, USA
Joined January 2025
the polymarket odds for “second best ai model by end of october” have gone parabolic in favor of alibaba now sitting near 70%. qwen-3-max-preview (the trillion-param release) seems to have shifted sentiment hard Is this nothing or can we read into this ?
0
0
3
FT REPORTS: TRUMP SHIFTS VENEZUALA STRATEGY TO REGIME CHANGE. At stake in Venezuela are the world’s largest proven oil reserves and valuable deposits of gold, diamonds and coltan. “Trump’s strategy isn’t about putting boots on the ground, it’s about demonstrating overwhelming
0
1
11
WOW - US ARMY BEGINS BUILDING AI DATA CENTERS. https://t.co/UUX2FEMxSK Four companies that will benefit the most from the AI-driven defense build out transforming America’s industrial base. $TSLA – Perfects robotics, sensors, and large scale automation that bridge defense and
14
22
170
Fintwit is finally starting to catch on $FLNC
$FLNC is one of the leaders in energy storage. It generated $2.45 billion in revenue last year. Market cap? $3.3 billion. It's trading at 1.3x sales despite 34% annual growth since 2020. Meanwhile, the storage capacity in the US is projected to triple by 2030. Long $FLNC.
0
0
13
If you’re an investor or thinking about investing in these four, this is a must watch. These companies sit at the intersection of AI and Energy, forming the backbone of the next decade’s infrastructure build out. $FLNC – The dominant grid battery player keeping data centers and
👀AI Investor rapid-fire debate datacenters, NVDA, META, GOOG, AAPL, MSFT, SK Hynix, Memory, Robots, "Lifecording", open source, maintenance capex, decline of SaaS, Anduril + more... -Brad Gerstner (Altimeter) -Andrew Homan (Maverick) -Josh Wolfe (Lux) -Chase Coleman (Tiger)
1
2
23
1
1
5
One of my favorite initiatives of @nebiusai (with @NVIDIARobotics @nvidia support). We still have few slots form judges. Let me know if you are in robotics and want to join! https://t.co/oWfjhYbEyz
nebius.com
Discover the most efficient way to build, tune and run your AI models and applications on top-notch NVIDIA® GPUs.
3
7
91
She didn’t fall for the good looks, she fell for the $NBIS end to end software stack which leads to excess margins.
3
4
67
I CAN’T WAIT 😍
@tonypet99 @RJCcapital Yes. Started a substack to share all the research. Keeping it free
0
0
2
AI ISN’T JUST EATING SOFTWARE, IT’S EATING ELECTRICITY. FROM THE FT. The rise of AI infrastructure has unleashed a historic surge in power demand across the United States, and utilities are struggling to keep pace. Hyperscale operators like $NBIS, which recently announced a
3
4
47
@Rep_McBride Man cosplaying a woman wants you to believe him. If he believed in himself he wouldn’t be cosplaying a woman. Nobody believes you sir…
0
1
2