Retired investor. Traveling the world while making good stock picks.
Joined October 2021
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- Following192
- Followers598
- Likes97.2K
$NBIS going to blow out expectations with a $1B revenue quarter and I’m freaking here for it
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It’s called AI! And it has been for longer than most of these pedophile party CEOs have been alive
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Adding $NU in volume here
If you haven’t learned not to sell off one of the top companies after Lula already ran three successful terms, then the loss is yours
I’m hoping for a quick bounce but happy to hold long term
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Extremely bullish for AI stocks especially those with contracted power like $NBIS
$AMZN CEO Andy Jassy says AWS capacity is largely sold out through 2027, with a significant portion of 2028 already committed,
"There's only so much data center and power today. There's only so much memory, and I don't think that shortage ends in 2027. I think that, you know, one of the reasons, coming back to the capital investment, why I think we could invest a lot more and it wouldn't be a bad use of capital is that, you know, 2026 is obviously at this point sold out. 2027 is largely sold out. We always leave a certain amount for on-demand and our inference service, Bedrock or EC2, but largely sold out, all the big chunks. A good chunk of 2028 is sold out. Like, there's so much demand."
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Profitable Ideas retweeted
This Thursday evening in SF, hop back in time and meet a boy who was kidnapped on the Barbary Coast. He needs your help to investigate. Visit the city’s oldest saloons, interrogate witnesses, and make a verdict.
Free to participate. Signup here:
erahopper.com/barbary-coast-…
Leave it to a crappy @elonmusk @nikitabier app to make the only next action “back” or “cancel” after you report an obviously inflammatory fake AI post
Elon really needs to learn UI 101 instead of just focusing on Nazi jokes and underage gooner porn all day
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Could Novo Nordisk raise guidance?
Several analysts think it's increasingly likely.
The strong U.S. launch of oral Wegovy appears to be exceeding expectations, with robust prescription growth already being reported📈
#NVO #NovoNordisk #Wegovy #GLP1 #Obesity #Pharma #Healthcare
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Miami Shores Police just killed a man right on US1 #onlyindade @ONLYinDADE
Happy Father’s Day 😞
@FopShores feeling bloody after that horrible scream
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How long until $SPCX drops below $100? Days? Weeks? Months?
All those lockup expirations are gonna be fun to watch 😂
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I’ve been calling @OpenAI @ChatGPTapp @sama @gdb out about their owner Peter Thiel investing his friend Jeffrey Epstein’s money into their company. Now today more bombshell allegations drop about how close Epstein & Thiel were despite Thiel lying about it
financialpost.com/pmn/busine…
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Ask yourself why the major investor of @PalantirTech & @OpenAI would need to lie about his close ties to Epstein including “fun times” molesting underage kids and Epstein funding @peterthiel to “deceive people as a form of evolution”
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SignalFire’s 2025 talent report found OpenAI engineers were 8x more likely to leave for Anthropic than the reverse. Anthropic’s two-year retention rate sits at 80%. OpenAI’s is 67%.
@OpenAI doubling down on their investors, Jeffrey Epstein associate Peter Thiel & Jared Kushner
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