Mike Moves (@MikeMoves) header
Mike Moves (@MikeMoves) profile picture

Investor | Tech Founder - AI Consumer App on IOS “SilverSpoon Ai” | Former Mainframe Systems Engineer @Broadcom, @Fidelity, @McMasterCarr, and more

$SPOONAI
Joined August 2021
Photo by Mike Moves (@MikeMoves)Photo by Mike Moves (@MikeMoves)Photo by Mike Moves (@MikeMoves)Photo by Mike Moves (@MikeMoves)Photo by Mike Moves (@MikeMoves)Photo by Mike Moves (@MikeMoves)Photo by Mike Moves (@MikeMoves)Photo by Mike Moves (@MikeMoves)Photo by Mike Moves (@MikeMoves)
I'll be moving future updates on "SilverSpoon Ai" mobile app and the new $SPOONAI community token over to the official page @silverspoonai. Follow that page for updates. This one is my personal page and I post about stocks, investing, sports, and all other aspects of my life. The app has been doing well without spamming updates on X so I haven't been posting a lot on here about it. I'll try my best to provide more regular updates on that page. Please stop messaging me to do paid promotion. I rather it grow organically and have people who actually believe in the product and community promote it at their own will. We have exciting updates to the mobile app coming in a few weeks that will include our spin on utility of the community token. Stay tune!
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At this point, we might need Zuck, Hock Tan or Elon to pump our bags. - AI / Semiconductor/ Datacenter investors
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I can see $NVDA going down to the 50SMA on the monthly and fall between $115-120.
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Following up on my last post, I think recent developments are bullish for Broadcom ($AVGO). Hock Tan was already an important figure in the AI/semiconductor space. In my view, he just moved up the ranks in the AI trade.
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My prayers go out to @JensenHuang and his family. I’ve never been one to celebrate someone else’s misfortune or mistakes. He’s human, and I hope there are lessons we can all take from this. Whatever the outcome, Jensen’s contributions to AI have earned him a place in history.
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Woah! That escalated quickly.
BREAKING: Nvidia, $NVDA, CEO Jensen Huang has resigned as CEO, President, and member of the Board of Directors, effective immediately.
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Looking forward to it!
I will be joining an X Spaces on Wednesday for a Q&A on all things @CipherInc. I hope you can join. $CIFR
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Brah 🤦🏽‍♂️
Rams WR Puka Nacua suffered MCL/PCL sprain, turf toe, likely to be placed on injured reserve.
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Let’s run it back! #TOPPS
Pulled a fire @AJ_Dybantsa card from a set of @Topps Flagship 2026-2027 Collection. Did I cook? #NBA #Topps
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Pulled a fire @AJ_Dybantsa card from a set of @Topps Flagship 2026-2027 Collection. Did I cook? #NBA #Topps
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Mike Moves retweeted
Rare picture of Dan Roberts finally revealing his ultimate card $IREN
🚨 $IREN's >35 GW Pipeline They FINALLY did it.... I can't believe $IREN finally revealed the size of their massive pipeline. For years investors were begging management to reveal the size of their power pipeline. It only took the stock to crash 58% YTD for them to reveal this very relevant piece of info. But honestly, wow. No other neocloud, or colo provider for that matter, even comes close to 35 GW...
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Mike Moves retweeted
So you’re telling me $IREN’s AI cloud revenue went up 2,622% in one year… its backlog just hit $20.3 billion… and it’s still trading below its 2021 IPO price? Why isn’t everyone looking at this?
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I have a feeling that 20 years from now, $SPCX (or whatever the combined Tesla, SpaceX, XAi, and etc company is) will be the subject of one of those legendary tweets: “If you invested just $10,000 in SpaceX at its 2026 IPO, you’d have $___ million today.”
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Mike Moves retweeted
New multi-year contracts. Disciplined capital allocation. Flexibility to set our own pace of growth. Value at every layer of the platform. Last quarter, AI Cloud revenue nearly tripled to $200 million. Other highlights from our Q1 FY27 results: - Total quarterly revenue increased 66% sequentially to $228 million  - AI Cloud quarterly revenue increased 182% sequentially to $200 million  - AI Cloud segment gross margin of 86%, in line with prior quarter  - Revenue backlog increased 22% sequentially to $20.3 billion; approximately two-thirds with investment-grade counterparties  - More than $4 billion ARR target is fully contracted and fully funded  - Expanded contract with Leading Frontier AI Lab post-quarter end Listen to our conference call at 5:00 p.m. ET today: edge.media-server.com/mmc/p/… Read more: iren.gcs-web.com/static-file…
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Mike Moves retweeted
$IREN just signed a 5-year deal at ~$22M per MW with the customer prepaying 90% of GPU costs compared with 20% on its $MSFT tranches. If $CRWV and $NBIS can secure similar terms then it could take a lot of pressure off expensive debt financing that's been weighing on neoclouds.
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I'm getting cooked in $OPEN , $IREN , and $CIFR haha Still not selling! Loaded up on LEAPS and added more shares!
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$OPEN Hello 👀 Solid day!
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Mike Moves retweeted
She wants ATHs. $AMZN
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