🇺🇸 Founder & Former CEO of NASDAQ $PHUN | BTC | Army Ranger | Entrepreneur | Angel Investor | Cane | 7 Kids | +0.1 GHIN | 💎🙌💎🥜 | $CIFR $IREN $NBIS $MU $BE

Austin, TX
Joined May 2009
Updated Portfolio Allocation for 8 Digit Portfolio: Spot #BTC = 35% $BE = 7% $NBIS = 7% $SKHY = 7% $MU = 7% $QQQ = 5% $SPY = 5% $IBIT LEAP 2028 Calls = 4% $IREN = 4% $IREN LEAP 2028 Calls = 4% $SMH = 4% $DRAM = 4% $CIFR = 2% $CIFR LEAP 2028 Calls = 2% $MSTR LEAP 2028 Calls = 1% $SKHY LEAP 2028 Calls = 1% $IBIT = 1% Focus is exclusively Bitcoin ... chips ... storage ... and AI HPC. Tick tock ... next block. Tick tock ... next GW.
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Alan Knitowski ∞/21M retweeted
Too late for all of that. Lock her up.
#BREAKING: Ex-FBI official weeps in court over charges she lied about Hunter Biden’s laptop.
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Alan Knitowski ∞/21M retweeted
$NBIS : The Deals Pay for themselves in Only 22 Months 🔥
$NBIS shareholders, sleep easy Nebius plans to switch on 1GW of AI data center power EVERY year from 2027. Its recent deals pay $20M+ per megawatt each year. 1GW = 1,000 megawatts = $20B+ a year in revenue. And those deals pay for themselves in under 2 YEARS. The whole company is worth $43B today. You do the math.
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Alan Knitowski ∞/21M retweeted
… and to make sure no one reveals the tribal war agenda, as we witness with the “zionism is not judaism” Antizionist Jews.
The interests of these ideologies all work hand in hand for the destruction of White Nations!
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Alan Knitowski ∞/21M retweeted
AI Optical Networking Could Grow +39% Annually as Photonics Becomes Critical to AI Infrastructure Photonics is a $1.0-1.5T market, growing +4-7% annually. AI optical connectivity is expanding much faster, potentially reaching $73B by 2030, up from $14B in 2025. Demand for 800G/1.6T transceivers, optical switches, and silicon photonics is accelerating as AI clusters expand and require faster, more power-efficient connections. Stocks below 52-week highs | Estimated NTM revenue growth: $LITE -28% | +110% $MRVL -29% | +66% $AVGO -34% | +76% $MTSI -42% | +50% $CIEN -47% | +29% $ALAB -48% | +120% $COHR -50% | +49% $CRDO -51% | +81% $GLW -53% | +18% $FN -57% | +31% $AEHR -62% | +153% $AAOI -69% | +195% Optical Components and Systems $LITE Lumentum benefits from strong laser demand and expanding optical circuit switch opportunities. $COHR Coherent supplies lasers and transceivers, although lower-margin assembly could pressure profitability. $CIEN Ciena reported $8.5B in backlog, supporting revenue visibility. $GLW Corning benefits from accelerating fiber demand, but its valuation creates high expectations. AI Connectivity and Semiconductors $CRDO Credo achieved 68% non-GAAP gross margin, supported by low-power connectivity products. $MRVL Marvell and $AVGO Broadcom benefit from optical networking and custom AI silicon, but face hyperscaler concentration risks. $ALAB Astera Labs expects approximately 40% sequential revenue growth as Scorpio switches ramp. $MTSI MACOM supplies components for high-speed optical links. $FN Fabrinet provides optical manufacturing, $AEHR Aehr supplies testing equipment, and $AAOI Applied Optoelectronics manufactures lasers and transceivers.
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Alan Knitowski ∞/21M retweeted
China's biggest memory maker, CXMT, reportedly said NO to $AAPL. According to DigiTimes, Apple tried to buy LPDDR5X memory from CXMT, and CXMT turned the request down to keep supply for its Chinese customers. Earlier reports suggested price was the sticking point. Either way, think about what this means because one of the richest companies in the world cannot get all the memory it wants, even from a supplier it would not normally use. Memory makers are now choosing their customers, not the other way around.
According to Korean media, Samsung and SK Hynix are now trading at around 3 TIMES earnings. KB Securities calls it a financial crisis"level of undervaluation. Samsung is down 41% from its peak, and SK Hynix is down 56%. That is happening while both companies are about to report some of the biggest profits in their history. KB thinks the two companies could hand shareholders another 120 trillion won, with 80 trillion from Samsung and 40 trillion from SK Hynix. The market is pricing these stocks like the memory cycle is already over but the order books are saying something very different.
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Alan Knitowski ∞/21M retweeted
SK Hynix: "According to recent estimates from market research firms, Global CSP CapEx is projected to grow by more than 60% in 2027, while secured power capacity is also expected to increase by over 100% year over year. More notably, this growth will not stop next year." "The global AI data center infrastructure market is expected to grow at a high annual growth rate of 40% until 2030." $GOOGL $META $MSFT $AMZN $NVDA $SKHY
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“Given the complexities involved in implementing leading-edge processes and the lead times required to construct new production facilities, a situation where supply cannot keep up with demand is expected to persist for some time, a constraint projected to continue through 2030.”
Memory story is far from over. Far, far from over. CFO, $SKHY during the Q3 earnings call: "While shipment volumes for PCs and mobile devices are expected to decrease due to cost burdens from rising memory prices and supply shortages, AI infrastructure demand growth is expected to more than offset this decline, sustaining growth in the overall memory market. On the other hand, memory supply cannot keep pace with this level of demand growth. Thus, we expect it to be difficult to fully meet customers' volume requirements in the near term. Given the complexities involved in implementing leading-edge processes and the lead times required to construct new production facilities, a situation where supply cannot keep up with demand is expected to persist for some time, a constraint projected to continue through 2030. Despite the high level of demand, considering actual supply conditions, achievable demand growth for 2027 is expected to be at a similar level to this year, with growth rates of mid-20% for DRAM and high teen percent for NAND. We expect this favorable market environment to be a strong foundation supporting the company's earnings growth next year as well. Based on our expanded production capacity and competitiveness in high value-added products, we plan to achieve results at a significantly higher level, both in terms of absolute revenue and profit."
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Alan Knitowski ∞/21M retweeted
I think people are seriously underestimating how big Tavily could become for $NBIS especially as AI agents continue to take off. Tavily just announced that it surpassed 3 million developers, up from 1 million in January and 2 million in June. That's 3X growth in just 10 months, which is pretty impressive considering how early we still are in the adoption of autonomous AI agents. For those unfamiliar, Tavily essentially gives AI agents access to the live internet. It allows them to search the web, extract information, gather real time data, and use that information to complete tasks without constant human involvement. And as AI agents become more advanced, the demand for this type of technology could increase significantly. Unlike humans who might perform a handful of searches, an autonomous agent could potentially make hundreds or thousands of requests while completing complex tasks. But here's why I think this is particularly bullish for Nebius. The company acquired Tavily to expand beyond simply renting out GPUs. Nebius already provides the computing infrastructure, Token Factory handles AI inference, and Tavily provides the real time information agents need to operate. Essentially, Nebius is building an ecosystem where developers can access multiple layers of AI infrastructure through one provider. What's even more interesting is the potential for recurring software revenue. While Nebius's core infrastructure business is capital intensive, Tavily gives the company exposure to usage based software revenue as more developers integrate its search capabilities into their applications. Obviously, 3 million developers doesn't mean 3 million paying customers, and we still need to see how much revenue Tavily can generate. But I think the bigger picture here is that Nebius is positioning itself to benefit from AI adoption across multiple layers of the stack and that's one of the reasons I'm bullish on $NBIS over the long term.
You're telling me people are getting bearish on $NBIS and the broader neocloud trade while GPU rental prices are climbing like this? Nvidia's B200 rental rates have now climbed to $4.50 per GPU hour up a whopping 150% in just seven days. Think about what this actually means because while investors are worried about neocloud financing, debt, and whether these companies can generate attractive returns on their massive investments, the underlying demand for AI compute appears to be getting stronger. Rising rental prices are exactly what you want to see if you're a company like Nebius or CoreWeave because higher pricing can improve revenue per GPU, accelerate payback periods, and potentially lead to better margins as existing capacity gets deployed. Of course, one region's pricing doesn't represent the entire GPU rental market, and financing costs are still a legitimate concern. But the idea that we're suddenly heading toward an AI compute oversupply looks increasingly difficult to reconcile with pricing signals like these. I continue to believe the market is underestimating just how much compute the next generation of AI models and agents will require. And that's exactly why I remain bullish on $NBIS over the long term.
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Alan Knitowski ∞/21M retweeted
What you're seeing in Europe is a Bolshevik revolution. They're just using the brown people they shipped in to do it this time. Destabilizing White western countries has always been the plan.
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Alan Knitowski ∞/21M retweeted
There is nothing to debate. There is nothing else to discuss. We don’t need to make reasoned, theological, or political arguments. This needs to be our default posture from here on out.
“I don’t need to look down on Indians, or Haitians or Somalis, these people need to go home because we fucking said so. And if that isn’t enough, then whose country is it??
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Alan Knitowski ∞/21M retweeted
For 300 years the Ottoman Turks were stealing Christian kids from their mothers. This was the most brutal thing humanity ever witnessed. They were waiting for women to birth, raise their kids, and then at the age of 8 were collecting them. The devsirme known as "collection of children" or "blood tax" or in Greek as "paidomazoma", was a systematic practice by the Ottoman Empire from the late 14th century until the mid-17th century, that forced the recruitment of young Christian boys, typically aged 8–18, from Balkan provinces as a form of tribute. The Turkish envoy would appear in the villages and demand that all fathers present themselves before him with their sons. From these, he selected the best-built and strongest to become Janissaries. Initially, the Turks took children aged 6-7 years, and only one child per family. Later, however, recruitment extended to ages 8-10, and gradually the number of children per family increased, until it was possible for all male children to be taken. Christians went so far as to marry off their boys at a young age or convert to the faith voluntarily to avoid the child levy. But even this was not always helpful, since the Turks paid little attention to such details. The child levy was perhaps the greatest wound for Christians during Turkish rule. These boys were taken from their families, converted to Islam, and rigorously trained to serve in the empire's military, administrative, and bureaucratic roles. This created a loyal class of elite soldiers and officials who were dependent on the sultan rather than on hereditary Turkish aristocracy. They were separated according to ability and could rise in rank based on merit. The most promising boys known as "inner boys", received elite education in Constantinople's Enderun School, covering warfare, administration, sciences, and Islamic theology. Many became Janissaries, the empire's elite infantry corps, or rose to high positions like grand viziers, provincial governors, admirals, or financial bureaucrats. We estimate the total number of Christian boys taken across the entire Ottoman Empire (primarily Eastern Europe aka Balkans) around 300.000 kids. From those kids at least 180.000 were Greek kids (over 300 years 1362-1648). It means more than the half of the total kids that were stolen were only Greek. For example in 1540, a levy in the regions of Thessaly & Macedonia took 1.000 Greek boys in one season and in Chios (Greek island) 200 boys taken in 1567 alone. The peak was 5.000 kids/annual from Greece. A generational trauma, with thousands of Greek families losing sons every few years for centuries. The system began under Sultan Murad I (1362–1389) and largely ended by 1648. Greeks, as a major Christian population in the Ottoman Balkans, were heavily affected by the devsirme. After the fall of Constantinople in 1453, Ottoman control extended over most Greek lands, making Greek Orthodox families prime targets for recruitment. On 28 February 1395, Archbishop Isidore Glabas of Thessaloniki denounced it in a speech as "paidomazoma" (child-gathering), describing the anguish of parents: "mothers scratching their cheeks in grief and fathers beating their breasts and the violent Islamization of children and their hard training in the use of dogs and falcons." A 1550 Greek poem by Ioannes Axayiolis, appealed to Charles V of Germany to liberate the Christians from the Turks (for liberation from this "sorrow"). The text is found in the Codex Vaticanus Graecus of 1624. In another account, the Roman Catholic bishop of Chios in 1646 writes to the director of the Catholic Greek Gymnasion of Rome asking the latter to accept Pavlos Omeros (lol my name literaly Pavlos Homeros too), a 12-year-old boy from Chios, to save him from the devshirme. Once taken, boys were circumcised, renamed with Muslim names, and forbidden from contact with their families. They were raised as Muslims, effectively erasing their Greek cultural and religious identity to foster loyalty to the sultan. Historical records show Greek-origin devşirme boys rising to prominence, such as Mimar Sinan (chief architect of the Ottomans, possibly Greek) and several grand viziers like Ibrahim Edhem Pasha (from Chios). The devshirme was the greatest wound inflicted on Hellenism during the period of Turkish tyranny. The children who were seized were considered definitively lost. In Epirus, in fact, on the first Sunday after the abduction, their parents would go to church dressed in black, where a funeral service was chanted. In this service, the names of the children were read aloud as if they were dead. Now, I think you understand who the real ancestors of the Muslim Turks are and why they are afraid of DNA tests. Keep in mind that whole villages and cities in Anatolia were wholly Islamized, and they became Ottomans and Muslim Turks (from Christian Greeks, Armenians, etc.) in "one night." This is one of the many reasons Turkey is a paper nation, a sandcastle, a pseudo-nation without historical and genetic continuity. If you want to support me in the effort I’m making, please consider becoming a subscriber to my X account for only $2. I write about the ancient, medieval, and modern history of Greece and what Christians went through because of Islam. Always with primary sources and historical facts. Thanks for reading me and for all the support. - Homer Pavlos
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Alan Knitowski ∞/21M retweeted
I hate to be this cynical, but I’ll be honest…running for Mayor exposes you to things that make you believe the city is actually being overtaken by demonic energy. Drive south Fig at night. Go to 6th and San Pedro. You see children openly prostituting, drug zombies setting dogs and cats on fire, babies born to crackheads and tossed in a dumpster, dead people just lying in the streets…that’s not even to mention the dozen neighbors of ours who burned alive in what is now a crumbled hellscape. Many times I wondered if the city’s problems weren’t beyond the reach of any politician’s capacity to actually fix. There is a cultural and spiritual rot that can’t be fixed at the ballot box. Until we fix the culture, we are kinda just rearranging the deck chairs on the Titanic and the shit we shovel around every 4 years doesn’t really mean a thing.
I am not kidding about the demons in LA btw. My best friend works at McDonald’s and some dude tried getting her to be his sugar baby while she was handing him his order in the drive thru. My other friend was on a film set and one of the actors tried getting him to be in her p0rno outta nowhere while he was helping her down a hill. And I was acting in a film where I learned one of the stuntmen was invited to this house and they were trying to get him into a cult while doing a bunch of demonic rituals. Bunch of unclothed men in bed. No clothes at all. He immediately left. Not to mention I’ve been followed and attacked by drug addicts. I know people who were almost killed. DONT COME TO LA. DONT DO IT.
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Alan Knitowski ∞/21M retweeted
LGBTQ activist has a deer-in-headlights moment when Piers Morgan asks her to explain what “non-binary” actually means. When she can’t, she calls it “uncomfortably personal.” Then Riley Gaines finishes her off. PIERS MORGAN: “I just want to ask, what do you mean by non-binary?” ACTIVIST: “Um when I say I’m non-binary, I’m expressing my identity in a way that I have the right to do.” PIERS MORGAN: “What does that mean? There’s only one of you.” ACTIVIST: “Actually, they/them has been the collective they has been used to refer to individual people for centuries and still is. So, um, I mean, if you don’t understand basic grammar, that’s on you.” PIERS MORGAN: “I’ve got to be honest with you, I don’t understand the concept of what non-binary means… There’s one of you sitting here, and you look to me female. You’re a female?” ACTIVIST: “If you don’t understand what non-binary means…” PIERS MORGAN: “Are you a female?” ACTIVIST: “…then I’m not sure you’re in a position to lead a debate…” PIERS MORGAN: “But if you can’t explain it in simple language, then what’s the point?” ACTIVIST: “I don’t think that I’m here to discuss the contents of my identity.” PIERS MORGAN: “You raised this whole thing. I didn’t mention anything about what you were. You did.” ACTIVIST: “This has really become uncomfortably personal.” PIERS MORGAN: “Has it? You said it, not me…” That’s when Riley Gaines dropped the hammer. RILEY GAINES: “If you think this is uncomfortably personal, try undressing in a locker room with a 6’4 naked man.”
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Alan Knitowski ∞/21M retweeted
This is f*cking insane. Nvidia founder and CEO Jensen Huang: "Nobody writes prompts anymore. The new job is building loops and graphs The engineers who stopped prompting are already years ahead, and the rest will end up working for them" In this 50-minute talk, Jensen explains why prompting is over and what the best engineers are building instead Prompts → Agents → Loops → Graphs → AI Workforce Using AI doesn't mean writing better prompts into a chatbot It means loops that do the work, and graphs that run the loops without you 95% of people are still polishing prompts, the 5% who build loops and graphs will run everything Worth more than any $2,000 AI course Bookmark and watch it today Then save the full harness engineering guide below before everyone catches up ↓
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Alan Knitowski ∞/21M retweeted
If there’s anything Brazil has taught us over the last four years, it’s that Leftists will rig elections, call themselves defenders of democracy while they’re doing it, hijack the courts after they’ve won, use them to convert the country into a soft dictatorship, and then arrest their political enemies, ban free speech, and attack social media platforms they can’t control in order to guarantee that they never lose power ever again. And with that power they will construct an inverted hierarchy that places troons, third worldists, criminals, drug addicts, and mentally ill lunatics at the top of the social pyramid, all while acting like they’re fighting for equality and just being a heckin’ decent human being.
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Alan Knitowski ∞/21M retweeted
The Covid “vaccines” delivered in the West were a monumental crime against humanity. The fact that these shots are still being given makes it clear that the harms were entirely acceptable to the architects, if not somehow part of the plan.
In my speech in Parliament this afternoon, I argue that those who forced the COVID vaccine on our healthy population must finally be held accountable.
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Alan Knitowski ∞/21M retweeted
So it has been discovered that American schools were using fake photos to depict to students of WW2 concentration camps! But why would they show fake photos? Does showing the real pictures of swimming pools, theaters, soccer fields, children's nurseries give the wrong impression? "They" need to stop rewriting history and stop being in charge of our school system. Thank you @RabbiJeffx Follow him too.
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Alan Knitowski ∞/21M retweeted
"It was the vaccine." Former BlackRock portfolio manager Ed Dowd warns that excess mortality data reveals two distinct phases of Covid-era deaths. In 2020, excess deaths largely affected the elderly due to poor hospital protocols, while a subsequent 2021 surge shifted to younger adults concurrent with vaccine mandates. "I'm not a scientist or a doctor, but I'm pretty sure there's no virus that attacks [elderly] people and mutates to attack young people."
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Alan Knitowski ∞/21M retweeted
🚨 They erased the Nazi records of war criminals. Then they sent them to Antarctica. 1938: Hitler sends a secret expedition to Antarctica. Germany claims a territory bigger than France and names it New Swabia. 1945: The war ends. Under Operation Paperclip, the US brings in over 1,600 German scientists and quietly scrubs their Nazi files, including men who had used slave labor. 1946: Less than 18 months later, the US Navy launches Operation Highjump. 4,700 men. 13 ships. An aircraft carrier. Destination: Antarctica. 1947: The operation on the ice ends after about 8 weeks. Right after, Admiral Byrd warns in an interview that America must prepare for aircraft flying from pole to pole at incredible speeds. 1959: The US and USSR, at the height of the Cold War, sign a treaty banning all military activity on the continent. 2013: The CIA releases a book from its files about cyclical pole shifts that wipe out civilizations. Parts are still withheld. Ask yourself: Why did the Nazis go there first? Why would two superpowers agree on nothing except this? What did the Paperclip men know about the Geophysical Event that you still don’t? The most guarded secret on Earth isn’t a weapon. It’s what lies under the ice: the ruins of a civilization that already lived through the last reset.
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