Wandering Capitalist retweeted

First Squawk@FirstSquawk16h
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AWS CLOUD CAPACITY FULLY BOOKED THROUGH 2027 AS AI DEMAND SURGES, CEO SAYS
Wandering Capitalist retweeted
I've always defended X as the only platform to be on for financial discourse.
But it's getting harder to when the owner constantly amplifies narratives of collapse… of companies whose interests conflict with his own at $SPCX or $TSLA.
Would people be comfortable if $NVDA Jensen Huang owned $META?
And then the timelines were dominated by his amplified narratives of $AVGO failing?
I can't see how that would be healthy for grassroots discussion.
Elon trying to nuke the entire neocloud complex so $SPCX can scoop up all the contracts and buy out the competition for pennies on the dollar is some killer stuff.
The mentality you need to succeed in an emerging industry like this, biggest reason why SpaceX is going to be the biggest and best provider of compute.
Wandering Capitalist retweeted
Replying to @profplum99
Translation: We set the prices and that’s a good thing. It is a HAPPY ACCIDENT, that we get to determine when things are overvalued so we can buy shares cheaper after selling them naked in the markets. Hence, the premium we collect by selling options never becomes an obligation.
Wandering Capitalist retweeted
Most obvious bear trap I’ve seen in my life tbh.
Bears are about to get f*cked.
Wandering Capitalist retweeted
Congratulations @ryancohen
Wandering Capitalist retweeted
Replying to @eronimania
Wandering Capitalist retweeted
Hedge funds just had one of their worst days since Covid.
According to Goldman Sachs, which tracks hedge fund performance across its client accounts, all three main types of stock hedge funds lost more than 1% on Thursday. That hasn't happened on the same day since the pandemic.
Wandering Capitalist retweeted
Upgraded the ol' Short Volume Ratio charts!
$GME 🙃































