StockPop @StockPop1

Observations from 20 year Long/Short hedge fund trader. The secret is thinking for yourself. “Invert, always invert” Joined November 2020

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tae kim @firstadopter

2 years ago

Super Micro just gave a roadmap on what to expect for Nvidia: gradual ramp in near term then a Blackwell / Rubin hockey stick for second half and early next year.

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The AI Investor @The_AI_Investor

2 years ago

Sam Altman just posted this. Scaling laws are accurate over many orders of magnitude. $NVDA

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Oh. CNBC: "Deepseek’s AI model is ‘the best work’ out of China but the hype is ‘exaggerated,’ Google Deepmind CEO says. “there’s no actual new scientific advance … it’s using known techniques [in AI],” he said

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Applied Digital @APLDdigital

2 years ago

ELN02 January Site Update 🚧 Our Ellendale Data Center is hitting key milestones, moving us closer to delivering next-gen AI infrastructure. 🔹Construction activities in west chiller plant coming to a close 🔹 Fiber and network rooms powered on 🔹 Electricians hard at work with terminations while meticulous QC procedures ensure precision This progress is about more than building—it’s about redefining what’s possible with sustainable, high-performance data centers. 🎥 Catch the highlights in the video! #APLD #DifferentByDesign #DataCenters #HPC #AI

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Gene Munster @munster_gene

2 years ago

$AMZN Capex spend for the quarter came in 28% higher than expectations and up 91% y/y. Before the AI trade can take a Capex victory lap, we need to hear the Capex guidance on the call. More to come.

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StockPop @StockPop1

2 years ago

Capex animal spirits are coming back. How do you want to participate in that? $APLD

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StockPop @StockPop1

2 years ago

@munster_gene $APLD

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StockPop @StockPop1

2 years ago

Sentiment on data centers should improve. $APLD

The AI Investor @The_AI_Investor

2 years ago

Google - "We are confident about the opportunities ahead, and to accelerate our progress, we expect to invest approximately $75 billion in capital expenditures in 2025" Positive for $NVDA demand.

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tae kim @firstadopter

2 years ago

DeepSeek experts said Big Tech would now cut capex. Google just raised 2025 capex to $75 billion versus $59 billion estimate.

tae kim @firstadopter

2 years ago

My CNBC appearance has already garnered 120,000 views across social media and was featured on Nvidia's Apple News stock page. Viewers may appreciate serious, deeply researched, factual insight versus superficial opinions of less substance. Crazy

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StockPop @StockPop1

2 years ago

@The_AI_Investor Where does $NVDA stock go if this were to happen. #higher

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StockPop @StockPop1

2 years ago

@InvestingCanons That never changes.

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StockPop @StockPop1

2 years ago

Absolutely fascinating to me how misunderstood this potentially is. @firstadopter is best journalist in the space. $APLD $NVDA

tae kim @firstadopter

2 years ago

Great AI conversation with @dylan522p and @natolambert Both are extremely bullish on Nvidia's future data center prospects "not easy to get GPU capacity" after DeepSeek -H100 pricing has gone UP -H200 out of stock Nvidia is "only one that does everything reliably"

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StockPop @StockPop1

2 years ago

@biancoresearch It’s a shame how biased @business has become

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StockPop @StockPop1

2 years ago

$APLD is a company that I think people are going to soon care about…..

VentureBeat @VentureBeat

2 years ago

Applied Digital is harnessing the Nvidia accelerated computing platform to power the next generation of AI workloads venturebeat.com/ai/applied-dig…

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StockPop @StockPop1

2 years ago

@conksresearch Do it and I will show you

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Nick Timiraos @NickTimiraos

3 years ago

@PmQuant I'm not suggesting this is all of it, or even most of it, but October is also when the BLS recalculates health insurance in a way that is lagged. Could help explain some of the wedge in core services ex-shelter in the CPI versus the measure the Fed watches bloomberg.com/news/articles/…