49th Parallel Capital
@49thparallel
TSLA PLTR NVDA Investor. looking for big waves and surf. opinions are my own.
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目前我感兴趣的股票：1. $TSLA Q3交付数据超预期，Robotaxi rollout，马斯克万亿薪酬计划，不过小心没有净利支持的股价增长，可能会回调。2. $APP 80%+ ebida margin, 营收每年保守估计增长20-30%，2026 ebitda预估6.18B, 但是很有可能太保守。
lol
$TSLA Long 400 shares for $182k. See you at $500/share soon. Then on Christmas Day I’ll put those profits towards a Mercedes GLE350 AMG for wife because I hate Tesla cars.
To settle the Neocloud debate: $NBIS > $IREN + others. Based on the $ORCL report, NBIS whitepaper, $CRWV acquisitions, and other factors, I decided to consolidate millions into Nebius and sell off miners like $CIFR. 📏 Gross Margins > GW capacity Here's the math + why:…
Neocloud Position Update Friday Oct 24. This post is to send a message to $IREN and other Neoclouds holders that: 👑 $NBIS is superior. I sold out of other Neoclouds: $CIFR 250%+ gain, $IREN, $BITF, $WYFI, 50-100%+ gain, $WULF 5-10% loss. Now with $2M+ exposure in $NBIS…
Why I think $NBIS can easily hit ~$400/share or $100B+ market cap in 1 year: Right now, Nebius trades at a $24B valuation (316%+ increase to $100B). If we pretend that there's 0 growth in 2026-2027: Core Business: $31B–$36.5B Sum of Parts: $7.1B (40% slashed) Midpoint…
The NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. 🔹 Buckets Mag7 contracts: $CRWV, $NBIS ✅, $WULF, $CIFR ✅ With compute: $IREN ✅, $BITF Speculative: $WYFI, $GRRR ✅, $SLNH Miners pivoting to…
$TSLA Profit: While we continue to execute on innovations to reduce the cost of manufacturing and operations, over time, we expect our hardwarerelated profits to be accompanied by an acceleration of AI, software and fleet-based profits.
My rare earth portfolio $DTREF 166,000 shares Flagship – Colosseum Gold-REE Project 🇺🇸 $LKYRF 21,000 shares Australian REE developer $ARSMF 5,000 shares Fluorspar + rare-earth exposure $RLMLF 4,500 shares Heavy rare earth exploration $AREC 3,000 shares U.S. recycling &…
Michael Saylor says, "I'm a single guy with no kids—when I'm gone, just like Satoshi left a million #Bitcoin to the world, I'll leave everything I've got to civilization." 👏
my favourite quote from atomic habits by James clear; "It doesn't make sense to continue wanting something if you're not willing to do what it takes to get it. If you don't want to live the lifestyle, then release yourself from the desire. To crave the result but not the…
Bullish for $Iren
Google was about to lose a vote by the Indianapolis City council and withdrew a proposal for a $1B data center. Microsoft pulled a similar project in Wisconsin based on community pushback. Are these isolated incidents or the beginning of a trend? If the data below is…
大致看了一下今年诺奖经济学奖获得者莫基尔的理论。 他认为，技术进步的关键，在于两类知识的结合。第一类叫“命题性知识”，也就是解释“为什么有效”的知识，比如热力学原理告诉你为什么蒸汽机能跑。第二类叫“技术性知识”，就是关于“如何做”的实用技术，比如怎么制造蒸汽机，怎么调试它。…
The bigger your investment portfolio, the dumber your company meetings feel. Salary: $90,000 Raise: 3% ($2,700) 1 yr portfolio growth : $857,316 Use the money your employer pays you to get rid of your employer.
What I’m considering buying this week $NB rare earth trifecta superstar (adding , I bought at $3 dollars ) $BITF still priced quite low (adding) $UURAF rare earth ( this would be a new position)
$RKLB made me a million but my rare earths are in first inning and so much more to come!! Such an exciting time as America secures its domestic supply $DTREF $NB $LKYRF $MP
At #Yotta25 in Las Vegas, $IREN Co-Founder & Co-CEO @danroberts0101 joined E3 Platforms Co-Founder & CCO Rhea Williams to discuss the accelerating demand for high performance compute and how $IREN's vertically integrated model delivers speed, scale and cost efficiency.
“We’re living through the Fourth Industrial Revolution. Every past industrial revolution was defined by factories and the workers inside them. This time, it’s different. Inside these new AI factories, the “workers” aren’t people on assembly lines – they’re GPUs, clustered…
youtube.com
YouTube
Dan Roberts, IREN | theCUBE + NYSE Wired: AI Factories - Data Centers...
Full interview here: youtube.com/watch?v=mxbk-C…
youtube.com
YouTube
Roman Chernin, Nebius | theCUBE + NYSE Wired: AI Factories - Data...
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