monitoring the situation. not financial advice.

NFA
Joined January 2025
Zuck watching this
i turned the sperm video into a video game with the help of muse wonder full musewonder.win/
6
26
6,815
KOSPI WAKING UP LIKE THE GOOD OL DAYS
15
2
1
274
16,532
fuck i gave us bad luck
Arkady to Musk as $NBIS turns green
15
1
1
117
13,525
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
7
21
7,380
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.
20
8
2
470
55,520
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.
28
14
5
470
45,545
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
36
19
7
645
37,170
just another day in nasdaqistan
29
89
12
1,479
93,647
portfolio is down 40% from all time highs lets goooooo
28
19
1
1,062
24,342
finished setting up my market making bot so I’m now ready to lose money at a Jane Street level
20
2
249
17,686
$IREN deal with Real Madrid looking spectacular
18
22
7
1,034
56,463
Nscale facing investor pressure to lower IPO valuation from $30b to $19b lol. The bullish headlines just keep rolling in all weekend
12
2
1
121
15,440
now i see why $IREN had the big red candle over the weekend
$IREN NEW OFFICIAL SPONSOR OF REAL MADRID
36
8
5
343
57,332
Bullish for $NBIS and especially $CRWV more contracts available for them don’t let anyone scare you into thinking a data center cancellation could be bearish
77
24
6
616
59,354
We are obviously going limit up on Monday
28
7
2
314
28,822
$NBIS OMG WOW NEBIUS DIRECTOR MAKES ABSOLUTELY MASSIVE OPEN MARKET PURCHASE HOW DID I MISS THIS OMG THIS THING WILL FUCKING RIP ON MONDAY
139
68
18
1,388
279,257
We are about to fucking rip
34
10
1
517
53,852
If you liked $AAOI at $200 you’re gonna love it a $20 🤡
38
5
3
384
50,460
not even this will save us guys it’s over over
Never seen a Saturday dump like this What just happened to AI stocks??
14
3
306
23,967
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
7
1
54
12,105