Ex-founder. 20+ M&A deals. Public Market Investor
Madrid, Comunidad de Madrid
Joined January 2025
- Tweets5.5K
- Following163
- Followers6.9K
- Likes7.7K
Pinned Tweet
I鈥檒l ship a bottle of champagne to whoever gets closest to $IREN closing price on the day after earnings. Must be a follower and post in advance!
Place your bets! 馃嵕馃憞
The real answer is nobody knows shit, market participants are just plain scared.
That's the reason.
10Y, CAPEX, debt, dilution, AI useless are ALL excuses, you name it.
I've been in many rooms with people managing private and public money a couple orders of magnitude above me in London/NYC. I won't post their names.
And at the end of the day, most of them are faking it/following.
Do your homework, soldier on, and be strong.
Watching day to day price action during the biggest technological boom in history feels insane. Because it is.
As long as I鈥檝e got the trend right, stay patient, don鈥檛 FOMO into crazy valuations, and give it years to play out, I鈥檒l be fine.
Yes, there will be delays, disruptions, and mistakes.
That鈥檚 why it鈥檚 called growth investing.
Heading to my indoor training now @GoZwift
Julian Ciccale retweeted
probably much more than 25% is dead weight.
in fact, for MSFT to have the same revenue per employee than ANT, they need to go from $1.1M to $6.6M , that's an 83% RIF 馃憖
$ANT S1 "...In the past, we have significantly underestimated our compute requirements, which left us capacity constrained and impacted both product development and deployment..."
$ANT S1 "...If we fail to direct sufficient compute and research efforts to AI-assisted development, or if our competitors more effectively leverage AI to enhance their own innovation cycles, we risk falling progressively further behind as competitors..."
This applies to all big tech companies.
While finance bros are bearish compute.
If you read $ANT S1 "Growth Strategy", everything is fluff except only one point which ties to all the others. "Compute".
They have great talent, they have great GTM and partnerships. They need to keep burning the compute fuel to accelerate.
$ANT "... enterprises consistently utilize our latest and most capable models as soon as they are released, gravitating to the most advanced option for their highest-value work..."
So why not open source? I thought open source was killing Claude? 馃槀
$ANT "...All digital work is ultimately an expression of code..."
[almost]聽All work = digital work , it's a profound statement
"...As of September 30, 2026, adoption of Claude Cowork ... outpaced the adoption Claude Code achieved at the equivalent point..." 馃憖
"... We are building towards a world where Claude can be given open-ended tasks lasting hours, days, or weeks, and then execute them autonomously with the judgment and initiative of a brilliant colleague.
Ultimately, millions of Virtual Collaborators can run in parallel, each working independently on unrelated problems or collaborating seamlessly to achieve a shared objective.
The result is something without historical precedent..."
$ANT ".. will often make forward investments (especially in compute) that may seem irresponsibly large..."
If you're investing in AI you must be reading $ANT S1 right now.
No summaries, no hiding, no excuses.
Just plain old hard work.
Hmmm @JensenHuang says neoclouds will be fine, @elonmusk says neoclouds are doomed.
Who shall we trust? 馃憖
In the markets we are alwasy left with our own homework, nothing else.
We'll see...
Median vote is 30% up from here. Bullish skew is 55%
Keep crunching numbers.
I鈥檒l ship a bottle of champagne to whoever gets closest to $IREN closing price on the day after earnings. Must be a follower and post in advance!
Place your bets! 馃嵕馃憞
$IREN puts up 37% now. Bottom? Nope. Not yet