$1,000 follows their calls into $994
Mastacash@MastacashSeeing lots of chatter this weekend about $RKLB breaking the H&S neckline. I’m taking the other side of the trade, yes it broke down, but the entire AI trade was under massive pressure, the news of Neutron delay was expected, but the market in times of distress punishes
Mastacash@Mastacash$HELP it’s a sad truth, but insiders only buy for one reason, they know what we don’t. Especially with 9 million worth of insider buys. (1.2% of the company) purchased in the open market in just Sept. Heading into a pivotal phase 3 readout, you’re getting a 20% discount right
Mastacash@Mastacash$BB QNX is integrated into these stacks. Think of the reach nvda will have with physical AI, and extrapolate that to a small cap. The potential upside is mind blowing. 🤯 They are already GAAP profitable, heading into a growth sector. My biggest position by far.
Ark Invest Tracker@ArkkDailyJENSEN HUANG SAYS NVIDIA $NVDA MAY NO LONGER BE SEEN AS A CHIP COMPANY He says physical AI requires NVIDIA to build complete computing systems across entire industries: - Each physical AI platform needs three computers: one for training, one for the digital twin and one inside
1:10Mastacash@MastacashThis is so bullish $SLNH MSFT pulled out of Nscale’s 50 MW data centre project in Loughton, Essex, UK. Initial capacity: 50 MW Potential expansion: 90 MW Planned GPUs: Approximately 23,000 Nvidia GB300s Original target: Q1 2027 Revised grid availability: Early to mid-2030s
Bloomberg@businessMicrosoft has pulled out of a UK data center deal with British neocloud Nscale at a critical time for the startup’s initial public offering hopes, the Telegraph reported.
Mastacash@Mastacash$BB QNX is integrated in these stacks. Think of the reach nvda will have with physical AI, and extrapolate that to a small cap. The potential upside is mind blowing. 🤯 They are already GAAP profitable, heading into a growth sector. My biggest position by far.
Ark Invest Tracker@ArkkDailyJENSEN HUANG SAYS NVIDIA $NVDA MAY NO LONGER BE SEEN AS A CHIP COMPANY He says physical AI requires NVIDIA to build complete computing systems across entire industries: - Each physical AI platform needs three computers: one for training, one for the digital twin and one inside
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