Jimmy Nyström (@JimmyWinrar) header
Jimmy Nyström (@JimmyWinrar) profile picture

Investor, Founder & Game Developer. Built & shipped two multiplayer Game-as-a-Service titles to over 10 million gamers. Worked in tech for 15+ years.

Sweden
Joined January 2013
Photo by Jimmy Nyström (@JimmyWinrar)Photo by Jimmy Nyström (@JimmyWinrar)Photo by Jimmy Nyström (@JimmyWinrar)Photo by Jimmy Nyström (@JimmyWinrar)Photo by Jimmy Nyström (@JimmyWinrar)Photo by Jimmy Nyström (@JimmyWinrar)Photo by Jimmy Nyström (@JimmyWinrar)Photo by Jimmy Nyström (@JimmyWinrar)Photo by Jimmy Nyström (@JimmyWinrar)
I'm releasing a game on the 24th of November. It's called Hellwake, and it's an incremental game inspired by Diablo I and Diablo II. Check out the Gameplay Trailer youtu.be/Nwo7ZcYruZo?is=SHO8… A cinematic story trailer is coming shortly.
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Short it
Consumer Staples P/E has soared to 24.2x... that's the highest since 1999 @yardeni
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Jimmy Nyström retweeted
Replying to @WSJ @WSJopinion
You sort of set him up, didn’t you, by creating the impression that senior government officials anonymously provided information about spying, when in fact the info came from a lobbyist at a competing AI company?
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Jimmy Nyström retweeted
We started shipping the Nvidia H100 in 2022. A year ago it rented for $1.96/hour. Today: $3.10. +58%, on a chip that was supposed to be obsolete by now. So much for GPU depreciation.
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Listen.. this is extreme fear.
The neocloud struggles continue: • $NBIS -13% • $WYFI -11% • $CRWV -10% • $CIFR -9% • $IREN -9%
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I have no clue if they succeed or not, but the kind of vol we're seeing in the AI sector is blinding a lot of people, both on the way up and now on the way down. AWS was also a shit idea once upon a time, now not so much.
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Jimmy Nyström retweeted
Did it hit you that a centibillionaire, Jensen Huang, is less free than a random plumber?
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The ousting of @JensenHuang looks suspiciously planned out, don't you think? Bet they've found a replacement way before this. $NVDA
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Jimmy Nyström retweeted
Replying to @aleabitoreddit
Board wants him out, this is a way to do so. Allegedly.
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Black Monday cancelled. Up 10% today.
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Hyperbullish
$CRWV CEO cancelled his 10b5-1 stock sales. CoreWeave is up 20%!
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Jimmy Nyström retweeted
JUST IN: $CRWV says customers are now funding up to 100% of their contract values upfront.
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My god
*HOUSE GOP CONSIDERING ISSUING SUBPOENA TO NVIDIA CEO: ABC
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Jimmy Nyström retweeted
$NVDA is down 23.2% in the last 10 days, its worst 10-day stretch since September 2022
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BREAKING NEWS! $NVDA is now down -28% from its all time highs after Jensen Huang was found having an affair with a Chinese woman. JUST IN: The mistress got pregnant. This calls for at least another -28% loss in valuations. Thank you for your attention to this matter.
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Reality may be simpler than you think. These guys are workaholics, so they need wives that support said workaholism. That, and Chinese spies 😂
I have one question… actually, a LOT of questions. 😭
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It may be (a) time to buy
Goldman Sachs’ High Beta Momentum Pair has now suffered a staggering 50% drawdown, the worst in the 15-year history of the dataset, surpassing even the '21–'22 collapse
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Hot take: @leopoldasch is based and among the best out there. He just happened to attract vile and corrupt enemies.
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Lol
BREAKING: Hedge fund Samlyn Capital has sold off nearly all its stocks except financials and is letting go of senior analysts, per Bloomberg.
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