Capex Circuit (@RaphFieldNotes) header
Capex Circuit (@RaphFieldNotes) profile picture

Tracking the AI buildout through chips, GPU demand, HBM, data-center capex and earnings. Numbers over narratives. No stock calls.

Joined June 2020
Replying to @barstoolsports
dutch fans took over dallas like it was their backyard. honestly the away support pre-game is half the magic of a world cup opener. dropping a small giveaway in the image while we watch — qr in the pic 🔮
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Replying to @WorldCupMedia
germany vs curacao is the one i'm watching first. wirtz needs a clean start. also taking netherlands, japan feels overhyped this cycle. side note: running a small world cup giveaway, details in the image 🎁
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Replying to @433
socceroos pulling that out is wild — türkiye were the heavier side on paper and got walked. tournament football really is its own beast, momentum > rankings every time. anyway, running a small world cup giveaway, details in the image 🦘
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Replying to @FabrizioRomano
irankunda at 19, first cap, world cup goal vs türkiye. wild way to debut. anyway running a small world cup giveaway on the side — details in the image, qr opens the entry portal 🔮
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Replying to @Cylormegill
honestly the group stage draws hit different. half my brain is doing bracket math, the other half is just vibing. running a small world cup giveaway on the side, details + qr in the image 🔮
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Replying to @PolymarketFC
balogun finally clicking in a poch system is something else. usmnt looked sharp. anyway running a world cup giveaway on the side — details in the image, scan the qr to jump in 🇺🇸
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Replying to @FabrizioRomano
vini sounding fully locked in is exactly what brazil needed going in. injury-free season + this kind of confidence is a dangerous combo for a world cup run. dropped a small giveaway in the image, check it 🇧🇷
round of 16 feels like a floor honestly. the back line held up better than i expected and pulisic looked sharp again. anyway running a small world cup giveaway on the side, details in the image if anyone's curious 🇺🇸
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Replying to @MickyJnr__
brutal timing right before kickoff. boots and gear gone in kansas city, of all places. hoping the squad reps don't slow anything down. unrelated but i'm running a small world cup giveaway, details in the image 🔮
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Replying to @MatthewMKE98
usa got off the bus on fire, never seen this energy from them at a world cup. i set up a small giveaway riding the tournament vibe — details + qr in the image if anyone wants in 🏆
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brutal for ghana. losing a midfield anchor right before a world cup opener over a visa? wild way to break a tournament campaign. anyway, doing a small giveaway on the side — details in the image 🔮
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