Dr. Speed retweeted
The market needs to learn how to differentiate among the teams building data centers. We are on schedule at Barber Lake and our confidence is unwavering.
$CIFR
Structural concrete and steel erection are underway at Barber Lake, just 8 weeks after lease execution. Another example of $CIFR's best-in-class team delivering quality execution at scale, with speed.
Dr. Speed retweeted
$TSM just reported Q3 results and it’s nothing other than fascinating.
- Revenue grew 30% YoY
- Earnings grew over 39%
- Net margin reached 45%
It’s expanding market share in all segments.
It has 20-40% better yields in 2nm process than Samsung and it’s targeting 1nm process by 2030.
It’s currently trading at around 23-25 forward earnings, which makes it one of the cheapest monopolies with one of the highest growth potential ahead.
Long $TSM.
Dr. Speed retweeted
In terms of function, @MIM_Spell is like @AaveAave with more yield-bearing assets and fancy flashloan folding.
In terms of adoption, $SPELL is like $AAVE back when it was $LEND.
Both are bullish.