"If the doors of perception were cleansed every thing would appear to man as it is, Infinite" (William Blake) 🇺🇸 #Trump2020
Savannah
Joined April 2009
- Tweets59.7K
- Following13.8K
- Followers16.1K
- Likes52.8K
Thomas B. retweeted
$RKLB starting to curl nicely here!
First BD came in around ~$50. Perhaps we'll see a second one if momentum persists?
It's nice to finally see some capital rotate back into space!
Thomas B. retweeted
$SPCX SpaceX has $40B of GPU debt, but it's backed by $14.6B a quarter of Starlink and launch revenue.
$CRWV CoreWeave made $2.58B last quarter, more than six miners combined.
But neoclouds borrowed for their chips. Miners mostly rent out buildings.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Thomas B. retweeted
ANTHROPIC AGREED TO SPEND UP TO $120.5B ON COMPUTE FROM SPACEX $SPCX
The deals are with SpaceX's AI unit, for access to Nvidia $NVDA chips
Once all the capacity is delivered, expected in December 2026, Anthropic will pay about $3.1B a month. The deals run into 2029.
After early periods ending in January and March 2027, either side can cancel with 90 days' notice.
Thomas B. retweeted
Don’t forget $NBIS $CRWV $IREN are competition for $SPCX , if neoclouds go bankrupt Elon gets to buy their compute / GPUs for Pennies on the dollar & literally have them online the same day.
So ofc Elon is trying to crash these stocks because a lower stock price makes it harder to raise money thru convertibles , ATM & shareholder dilution.
Don’t fall for the FUD
Thomas B. retweeted
$IREN $23-$24’s overnight now, just never ever got that bounce I was looking for.
7 for 8 on that blue box.
With that said, look if I liked it at $35, I have got to love it now at $23 right?
And I will marry it at $20.
Have 4 kids with it at $18. Hopefully not that low…
$IREN Because name is such a high beta one and can move +/- 5% or more any given day I extended the blue "support" box quite wide.
But if you notice 7 of the last 7 times (even with that one fakeout undercut to sub 30) it has always found a way to bounce back to at least $42-$45's+.
Can we do it again for the 8th time and respect this area of support?
I think so.
TLDR: Support in the $30-$35 range. Bounce back to as high as $45.
Thomas B. retweeted
SPACEX $SPCX WANTS AT LEAST 80,000 CELL TOWER SITES ACROSS THE US
It's in talks with at least one major tower company to get there, including Crown Castle $CCI, per Bloomberg. The deals could be worth billions.
The goal is to turn SpaceX into a 4th nationwide wireless carrier. It already bought low-band spectrum this month and has FCC approval for 15,000 satellites that connect directly to phones.
Thomas B. retweeted
$IREN has been in a love affair with the $25 node this week.
$IREN - With the stock price unable to get back above $27.50, the path of least resistance points toward a test of the node at $25.
I might scoop up some shares at $25, as I do like the VEX king that’s building at $40 for November 20th and $50 for January 2027...👀
