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@DeepValueBagger
$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Short fiat, long btc. e/acc
I wonder how property tax works for space datacenters.
$GOOGL CEO floating the idea of putting data centers in space. I still don’t own enough $RKLB 😅
Many people probably notice I'm less active on X. December is my month of reflection and planning for 2026, as well taking care a lot annual paper work (LLC, taxes, holidays, etc). Lately I'm also less interested in X discussions. Too many "are you going to buy the dip" or "I…
I own $te shares but I resisted adding more yesterday and sold these csp instead. $13k premium on $75k cash. These will be going toward our trip to Europe end of month.
$IREN plans to raise capital via a registered direct equity offering and $2B of new convertible notes due 2032 and 2033, with proceeds earmarked for capped calls and repurchases of its 3.25% 2030 and 3.50% 2029 converts (initial strikes about $16.81 and $13.64).
Great call, after the fact 😂
🚨JUST IN: 🇺🇸Bank of America named Nvidia, Palantir, and Robinhood as top “buy and hold” stocks for 2025.
$IREN joins Dan Ives 30 winner list into 2026. 🚀
We are also making quarterly adjustments to the IVES AI 30 winner list into 2026; removing SoundHound (SOUN), ServiceNow (NOW) and Salesforce (CRM) while adding CoreWeave (CRWV), Iren Limited (IREN), and Shopify (SHOP) 🍿🐂🔥🏆👇
Elon Musk on where people should invest: "I don't really buy stocks. I don't look for things to invest in. I just try to build things and then there happens to be stock of the company that I built, but I don't have like a portfolio or anything; Google is gonna be pretty valuable…
Our $IREN is upgrading their auditor. A comparison with their previous one...
Great news for $INTC
$AAPL is preparing to use $INTC 18A process for entry-level M chips as early as 2027. The volumes are tiny relative to Apple’s core silicon roadmap so it doesn’t move the needle for $TSM which will still own the high-end & high-volume work. What it does show is that IFS may…
Incredible development summarized.
$CLSK $CIFR $IREN $WULF 📜 GENESIS MISSION — EXECUTIVE ORDER BREAKDOWN 👀👇 The U.S. just put a stamp on sovereign compute: ✅Tripling national HPC capacity by 2030 ✅Fast-track permits for high-density campuses + immersion cooling ✅Tax credits for >25MW AI/HPC buildouts…
That's big news. $GOOGL is not agnostic like $NVDA since they own their DC, and cloud business. Every sale is going to be calculated. $META doesn't compete on cloud so not a problem. I suspect these deals are harder for neoclouds unless some strings attached such as serving…
BREAKING: Meta is considering Google TPUs for their data centers in a deal that could be worth billions, as per The Information. Looks like Google has stepped into the picture when it comes to selling TPUs vs GPUs now… $NVDA down after hours, $GOOGL hitting all time highs.
Here's my understanding, I could be totally wrong. Dojo was meant for trainings in an AI cluster. It's not an embedded design. I think Tesla had two concurrent chip programs: one for Dojo (training-focused), the other for the in-car inference chip (AI4 and successors). However,…
Azure Executive explicitly stating they are using their own infrastructure software and not Neoclouds they rent from. “put our infrastructure in”.
Important context from an Azure exec responsible for building out AI infra on why they do deals with the neoclouds. $NBIS $IREN $CRWV
Deloitte research shows that data center leaders expect more AI workloads to run on emerging cloud in the next 12 months. 🤔 Source: deloitte.com/us/en/insights…
I would not be some surprise if $tsla is poised to become one of the largest ai chip maker in the future. The same edge ai chip can likely be used in datacenter as well.
Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years. That team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI. The…
interesting insight! sun-synchronous orbit fully utilize the sunlight.
1m² of solar in space generates 10x more energy than it does on Earth. That’s because in space there is no night, no clouds, and no thick atmosphere. A solar array 1km² in space would produce as much power as a nuclear reactor. It’s why space datacenters make sense.
😩
SPACEX BOOSTER 18 ANOMALY V3 DESIGN CHALLENGES Setback in propellant system validation for next-generation Starship. SPACEX: … “Booster 18 suffered an anomaly during gas system pressure testing… No propellant was on the vehicle, and engines were not yet installed… The teams…
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