Bittractor @user889889
Entrepreneur, venture investor, strategy trader Manhattan, NY Joined January 2016-
Tweets6K
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Followers359
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Following2K
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Likes3K
@giantcutie666 Assumption is recession! Question is, if AI accelerates productivity growth, then economy will accelerate coupling with low inflation. If no productivity growth, recession on the table.
@tjones0178 @bitcoinbutcher1 @cantonmeow Mgmt certainly been busy for sure, with all mkting, m&a, power acquisitions, except making deals.
@aamir1716a @StonkChris Buy long term puts for protection
@BTCStocksInvest Final decision is in Jan, right?
@matthew_sigel 9.5x EV/Revenue multiple is on the lower end for data center colocation, a big discount comparing to EQIX DLR.
@perry_lin1 Looks like 99.9% the tenant will be Anthropic after ystday headline news
@McnallieM Wulf ky 99.9% now goes to Anthropic
@jiahanjimliu That sounds like a colocation deal.
@bitcoinbutcher1 @iffy_shaik @rftylerpage high-yield data center bonds tighten from 400 basis points wide of the BB index down to just 40 bps
@matthew_sigel CIFR achieved the best rate so far, at 6%, even slightly lower than hut8. mkt is not pricing in for batch 0 yet.
@Reformed_Trader didnt really move the price at all.
@matthew_sigel The triple net is the holy grail!
@matthew_sigel Is this currently one of the highest publicly implied contract rates in the sector?
@matthew_sigel cheaper for google to buy out some miners
@BTCStocksInvest Feels like IREN is more riskier than CIFR, given the heavy financial burden needed for buying GPU and maybe depreciation pressures, also CIFR has been demonstrating far better in execution compare to IREN.
@perry_lin1 Likely cifr will have more than 500mw from batch 0.
M. V. Cunha•_ @mvcinves1ting
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Tech Investor Daily �... @techinveststock
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Jørd @JordanRube32165
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Frans @FrankBakers9812
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_DVB @Deepvaliuebager
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S @VolatilityWiz3
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C lady M @Cryptladym
199 Followers 3K Following Officially #Binance o Ambassador #Crypto Trader #btc #bnb ★ #dyor #web3 #Memecoins 宝石を捕 まえたいなら、私に従ってください・ホワイトリストの特典、100倍の通話、教育スレッド、無料のお金を時々 共有します
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Lance Roberts | Perso... @LancePersonalR
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Rich Miller @Tech_Journalism
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Art of Speculation @ArtofSpecuycky
31K Followers 1K Following 这是唯一的账号 没有任何助理 不收费免费分享大家别被骗了 梭哈AI，holder of #BTC, #NVDA,#DRAM,#MRVL,#NOK, #INTC, #COHR, #TSLA, #IREN,#ALAB, #GLW, #HOOD, #QCOM，AI基本面，宏观分析
Rich Peter @peterli34923561
5K Followers 491 Following Focused on crypto, US stocks, and high-dividend ETFs. Let's turn what you love into a profitable career. Follow me to build wealth together!
大漂亮| C Labs @giantcutie666
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qinbafrank @qinbafrank
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Jacob Keeton 🚀🛰... @JacobKeeton20
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SpaceNews @SpaceNews_Inc
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KH @mc_khristina
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