ComeCircle Musings

https://x.com/matthew_sigel/status/2087890692215329274 Neocloud make money = can buy more chips

Wow the degen chat is entertaining AF

👀👀👀 Scientists develops world's first 'pregnancy robot' that's capable of giving birth https://www.dailymail.com/sciencetech/article-15003205/robot-surrogate-China-pregnancy-humanoid-baby.html

https://x.com/KobeissiLetter/status/2087890009277833590 why isnt btc sending on this

https://x.com/Collector_Crypt/status/2087886968080208190

Expect broader strength for other stocks

Cold PPI, think we are in for Goldilocks economy guys

https://x.com/PrefShares/status/2087669321564594566

https://x.com/tropicalvalue/status/2087512686674243607 Margins from frontier labs -> compute providers, accelerated by opensource pricing Compute providers get uplift from all of that much easier to understand this than understanding things like optics, hbm, hbf etc etc

https://x.com/AmiriKing/status/2087522771613946067

https://x.com/labubu_trader/status/2087766844384112713

But today's unskilled labourer is living a better life than yesterdays top quartile earner?

BTC surprisingly weak w no follow thru from gold bid

Read the entire NBIS earnings its really going to be a neocloud summer I think frontier lab margins will shift to Neoclouds similar to how nividia margins shifted to semis They guided for so much more capex, the spending does not seem to be stopping lol

Read the entire NBIS earnings its really going to be a neocloud summer I think frontier lab margins will shift to Neoclouds similar to how nividia margins shifted to semis They guided for so much more capex, the spending does not seem to be stopping lol

https://x.com/cremieuxrecueil/status/2087285262426538002

https://x.com/Omercheema/status/2087090879169228963 The collateral is GPUs but its really the GPU economic value (which nividia is trying extend via software upgrades) and rental curve not showing a collapse. A100 fleet showing a useful life of 9 years from $CRWV is a great sign which puts to rest alot of fears about depreciation bears. However multiple things can be true at once. What if A100s being the first fleet in a supply tight environment is the reason why they are now having a 9year life span (like veterans fighting a 10 year war simply because there isnt enough new blood entering the battlefield)? What if the 9 year lifespan does not hold for the newer fleets because as time goes by the stock of viable GPU fleets can service the demand (that we cannot reliably predict)?

Go take that up with your fucking mother, you retard. When did I ever say in the memory that I’m eternally bearish? I said the stock price would move weakly in the short term, and that there’d be no change in the long term. Do you not have a brain?