Investor time-stamping my portfolio moves on Savvytrader. Falcon Heavy up +1014%, Falcon 9 up +501%, Stairway to Heaven up +462%.
Joined January 2023
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“ToNewHighs” for 40% off the Falcon 9 Portfolio on Savvytrader. Up a cool 550% now.
Portfolio link: savvytrader.com/400kProject/…
Doesn’t sound like we have any signs of overcapacity… betting against something when all the evidence suggests the opposite doesn’t seem like a good idea…
$GOOGL on call: "Given the supply constraint environment, we started utilizing third party compute capacity at the end of Q3 and will ramp usage in Q4. We expect margin headwinds in the near term as we utilize this capacity. Moving to investments, our full year 2026 CapEx guidance range of 195 to $205 billion remain unchanged. We continue to expect our CapEx to increase significantly in 2027, and will provide further details on our Q4 call."
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Yesterday, President Trump was in Texas highlighting the economic success his policies have delivered.
We're proud to be part of that momentum.
T1 is building G2_Austin, an advanced photovoltaic manufacturing facility in Texas, with an estimated 2.1 GW Phase 1 capital expenditure in excess of $500 million. G2_Austin is expected to create an estimated 1,500 high-paying advanced manufacturing jobs with a $120 million payroll in Milam County, Texas, while helping to reshore a critical industry.
This investment would not have been possible without the leadership of President Trump and his administration.
We are investing big in America, because it is the greatest country in the world. 🇺🇸
Oh look the sky isn’t falling. Shame on the JP Morgan’s (and Elons) of the world for fanning the flames yet again.
400k Investment Project retweeted
funny how the # of customers hitting us up for neocloud capacity (even at large volume) is at an all-time high while neocloud stocks are at rock bottom
wild divergence between fin bros and tech bros
one side is pretty wrong. time will tell which :)
400k Investment Project retweeted
sneak peek into how your packages will move in the not so distant future (yes, the airplane does not have a cockpit)
The fear mongering with entirely dissimilar data is mind blowing…
The dotcom analogy fails on the two numbers that matter!
If you want access to the FULL slide-deck on AI versus dotcom, join us at @RealVision , where I will reveal the full study this week.
You know what $1T of data center spend is going to need? $50B of $EOSE batteries. See you at $10
400k Investment Project retweeted
"AI bubble." 🙄 Heard it a 100 times already...
Nasdaq forward EPS: +78% since Jan 2025.
Price: +40%.
Valuations are falling for the right reason. Earnings are outrunning the price.
Put another way, inflation destroys earnings. Unless you're the one causing it.
