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@amitisinvesting You gave enough information to understand the bigger picture. @Atkinso_Rowan has been adding some good ideas as well.

@amitisinvesting I would like to see $IREN and $NBIS to the MOON

@amitisinvesting HIGHER

@amitisinvesting $NVDA buy buy buy

@amitisinvesting Bruce flatt is a ratt 🐀

@amitisinvesting whoever locks in 3-5 year inference pricing now owns the floor, that's the real asset the $500B is chasing.

@amitisinvesting @grok if compute is the asset class? Then who will benefit the most here ? $IREN $CIFR $NBIS

@amitisinvesting How this isn't bullish for $BE $SREMF I'm missing something.

@amitisinvesting Im surprised Nvda didn’t pump off this news

@amitisinvesting This is like when the Five Families came together.

@amitisinvesting It’s great!

@amitisinvesting If you need to go on CNBC with the execs of all these firms, that’s not a good sign.

@amitisinvesting An asset class that expires in 4 years 😹

@amitisinvesting when pe finances compute, it's being underwritten like real estate.

@amitisinvesting NVDA continues to dominate AI infrastructure. Strong demand, powerful margins, and CUDA’s ecosystem create a difficult moat to challenge. The next phase depends on execution and whether AI spending stays elevated. x.com/sonnymonedero/status/208…

@amitisinvesting smells a bit desperate

@amitisinvesting Long $NVDA, but full disclosure the circular deals have caused me to cut the position to 1/3 of what it was. Seeing all these sharks, makes me question holding the remaining. Selling covered calls tomorrow.

@amitisinvesting Jensrn clearly saw something the rest of us haven't seen yet

@amitisinvesting 260$ is coming sooner then we think $NVDA

@amitisinvesting Jensen with famous jacket !!!

@amitisinvesting Larry Fink is not there

@amitisinvesting Amit, the CDS are through the roof.

@amitisinvesting Hopefully that concerns you.

@amitisinvesting I don't know how many other bullish signs we need.

@amitisinvesting x.com/Meme0rable/status/208692…

six asset managers on stage together is the part worth reading. are they funding separately or syndicating? a syndicate sets a shared risk price, and that benchmark would shape financing costs for every AI infrastructure project after this one — more than the headline number does.

@amitisinvesting never seen a coordinated pump of this caliber before 🫨

@amitisinvesting 👀

@amitisinvesting $NVDA JUST GOT THEMSELVES SOME BUSINESS

@amitisinvesting x.com/manlikepelumi/status/208…

@amitisinvesting Huge.

@amitisinvesting If this doesn’t cause overwhelming confidence from retail idk what will

@amitisinvesting when the buyer, the lender, and the investor are the same six logos, "partnership" is just a market with fewer participants

@amitisinvesting The USA most durable advantage is its ability massively raise and allocate capital - it’s breathtaking at this point

@amitisinvesting Short everything AI

@amitisinvesting Pump my bags

@amitisinvesting Clearly ABS: Asset Backed Securities backed by Data Centers that include land, compute, infrastructure, and "power supply" are coming You will model these "ABS" like CMBS b/c they generate revenue vs costs involved with the buildout & operation of each AI Factory $NVDA $BLK $GS

@amitisinvesting How come NVDA is not $400 stock yet?

@amitisinvesting And some folks are still bearish on $NBIS lol

@amitisinvesting Which exchange will compute be traded?

@amitisinvesting Not sure how the market can ignore these $30-100B companies when numbers of this magnitude are thrown out there. Sentiment is one thing but how do you ignore this much money being spent..

@amitisinvesting Burry’s wet dream

@amitisinvesting Interesting way to put it.

@amitisinvesting Kind of a wild round table they got going on here lol

@amitisinvesting So… 10GW of ”Jensen Web Services”?

@amitisinvesting SpaceX has to hurry up to even compete with gigafab.

@amitisinvesting NVDA is around $217.55, down roughly 2.8% today, after trading as high as $225.57. What makes tomorrow interesting is that the $500B+ AI-compute financing partnership is now officially out, involving Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR.

@amitisinvesting Can’t keep up with this guy, who could throw dozens of new fancy quotes around like nothing.

@amitisinvesting @PatrickDehkordi Rrriigghhhtt x.com/BullMeechum3/status/2086…

@amitisinvesting Black ice black balled black cherry.. black hearted back stabbing bank embezzlers