This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline.... $100B – SpaceX Starbase LA (Planned) $50B – Meta Hyperion AI Data Center (Under Construction) $18B – Venture Global Plaquemines LNG Expansion (Planned) $18B – Amazon Multi-Site AI Data Centers (Under Construction) $18B – Argent LNG (Planned) $18B – Woodside LNG (Under Construction) $15B – Venture Global CP2 LNG (Under Construction) $13B – Entergy Energy Buildout for Meta (Planned) $10B – Commonwealth LNG (Under Construction) $10B – Hut 8 AI Data Center (Under Construction) $10B – Cameron LNG Expansion (Planned) $8B – Ascencion Carbon Ammonia (Planned) $6B – Hyundai Steel Mill (Under Construction) $4B – Applied Digital AI Data Center (Under Construction) $4B – CF Industries Ammonia Plant (Under Construction) $4B – Lake Charles Methanol II (Planned) $3B – Shintech Petrochemical Expansion (Planned) $3B – DG Fuels Synthetic Chemicals (Planned) $3B – Louisiana International Terminal (Planned)

Moe Sizlack · Oct 31, 2026 · 8:29 PM UTC

Moe Sizlack

@glebboryOct 31

Really thought we would be hearing more about this $5k bribe @potus was throwing around closer to midterms to really drive the point home. Guess he got quiet about it for a reason…

Moe Sizlack · Oct 31, 2026 · 8:00 PM UTC

Moe Sizlack

@glebboryOct 31

3 mos. Unch.

Moe Sizlack · Oct 31, 2026 · 12:25 PM UTC

Moe Sizlack

@glebboryOct 31

Saving money and finding deals is back in vogue.

Moe Sizlack · Oct 30, 2026 · 9:38 PM UTC

Moe Sizlack

@glebboryOct 30

Moe Sizlack · Oct 22, 2026 · 2:21 AM UTC

Moe Sizlack retweeted

Moe Sizlack

@glebboryOct 22

The $SOXS infinite money glitch - buy at $43, sell at $47. Rinse, repeat.

Moe Sizlack · Oct 29, 2026 · 10:55 AM UTC

Moe Sizlack

@glebboryOct 29

I don’t even drink, but this market makes me want to drink. Long $STZ

Moe Sizlack · Oct 28, 2026 · 1:16 PM UTC

Moe Sizlack

@glebboryOct 28

“The market can stay retarded for longer than I can stay solvent.”

junkbondinvestor

@junkbondinvestOct 28

Lol this is classic. 41% of attendees at a private credit conference last week called digital infrastructure the biggest opportunity of 2027. “Everybody and their mother needs a data center”

Image from junkbondinvestor (@junkbondinvest)

Moe Sizlack · Oct 26, 2026 · 2:16 AM UTC

Moe Sizlack

@glebboryOct 26

Follow me for more alpha. $nvda

Moe Sizlack

@glebboryAug 13

Why is there no good way to short a basket of neocloud? $IVES and $NCLD seem subpar. Someone make a viable neocloud ETF. Plz and thnx!

Moe Sizlack · Oct 25, 2026 · 4:09 PM UTC

Moe Sizlack

@glebboryOct 25

I don’t think the market really cares anymore playboi.

First Squawk

@FirstSquawkOct 25

Trump: We will not strike Iran today

Moe Sizlack · Oct 25, 2026 · 2:01 AM UTC

🫪

[ 코어위브는 지금 얼마나 위험한가... CDS로 보면 이미 터진 뒤 가격이다. ] CDS는 채권이 부도가 났을때 돈을 돌려받는 보험이다. 보험료가 비쌀수록 마켓이 부도 가능성을 높게 본다는 뜻.. 현재 코어위브 5년 CDS는 연 12% 수준이다. 100만 달러짜리 채권을 보호하려면 1년에 12만 달러.. 5년이면 60만 달러로 원금의 절반이 넘는다. 비교하면 감이 온다. 2008년 금융위기 전 서브프라임 모기지채권 보험료는 연 2%였다. 마이클 버리가 산 가격이 이 수준이었다. 현재 코어위브는 이보다 6배 비싸다. 서브프라임 보험료가 이 정도로 뛴 건.. 이미 터진 뒤인 2007년 여름이었다. 주가는 아직 55달러에 살아 있지만.. 채권시장은 코어위브를 이미 부도 직전 회사로 보고 있다.

Moe Sizlack · Oct 23, 2026 · 1:22 AM UTC

Moe Sizlack

@glebboryOct 23

$AMZN abandons VA data center.

Moe Sizlack · Oct 23, 2026 · 12:37 AM UTC

Moe Sizlack

@glebboryOct 23

Trillions of dollars in capex for animal personification videos. The cat ones are arguably worth it.