Zuck watching this
How much would you guys invest in Round Trip Capital?
GM, Roundtrippers.
Submit your roundtrip portfolio charts, confess, and shuffle for a waifu.✨
Choose to be doxxed (with X handle) or undoxxed. Successful submissions may be pushed to the X feed.
Participate to see your ally. You are not alone.
roundtrip.capital
the ticker is $MU
Replying to @zephyr_z9
Silly analysis.
Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms.
Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
Arkady to Musk as $NBIS turns green
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
idk about you guys but Anthropic S-1 looks pretty bullish to me. Musk is obviously super scared of them which explains his bearish tweets yesterday
Nscale facing investor pressure to lower IPO valuation from $30b to $19b lol. The bullish headlines just keep rolling in all weekend
now i see why $IREN had the big red candle over the weekend
still outperforming jane street on the week
Absolute brutal week for me
I’m sure many are in the same boat
The good news is that I barely checked my port this week, i spent the whole week on the most amazing trip in NYC
I’m not concerned one bit right now. I have conviction in the stocks i own, i’m not on margin and my outlook is long term
I see ATHs in the future

















