monitoring the situation. not financial advice. personal attorney to @strictrope
NFA
- Tweets 9,101
- Following 910
- Followers 49,635
- Likes 4,874
continues to be valid
15
9
443
53,350
Martin Shkreli decides to open a Pumpfun account, goes live on X, endorses a few tokens, and eventually decides to launch one himself.
He starts preparing the launch live while more than 30,000 viewers are watching and decides to launch $CITRINI.
This sniper wallet: Cg3GP8ZGDCqydaKxKVMYnBVfaHWXNKgvZAUyNiXEFCqc, had a sniper set on Martin’s dev wallet and paid a 67 SOL tip (~$6,500) to make sure it would be the first tx.
The sniper then managed to buy around 35% of the supply, for roughly $3,000.
That same sniper wallet eventually made more than $250,000 dumping on all other snipers and people following the live.
Genius.
12
3
69
30,770
I’d rather my side check be preggers than get long some shit like $AAOI at $200
8
1
104
29,258
I’ve never invested in biotech stocks that’s how you make the wrong kind of wife changing money they can explode in an instant
22
7
298
30,118
but if you guys really want to these two accounts post some good stuff on biotech: @A_May_MD @seedy19tron
2
2
19
9,570
Nebius coming back to the convertible debt market for another ~$5B, roughly five months after raising ~$4.3B in March through 2031/2033 convertibles priced at 1.25% and 2.625%.
Bears will point to what is an extremely capital-hungry business and shareholders are underwriting years of dilution but demand visibility is so strong, and returns on incremental data center capex are so attractive, that management wants to raise and deploy capital as fast as possible.
Let’s see what these get priced at and what conversion premium they receive compared to the earlier convertible notes.
Management indicated that some existing holders of convertible notes will be exchanged into these notes so potentially not as dilutive as the headline figure suggests.
Nebius last down ~6%
businesswire.com/news/home/2…
17
12
185
35,031
“There are no centers currently operating in the state, he said, and only five have the permits they would need to move forward.”
wsj.com/us-news/pennsylvania…
11
2
85
39,012
could be bad for $NBIS
BREAKING: I just signed an Executive Order implementing the strictest standards in the nation for AI data centers — because I will not allow Pennsylvanians to be bullied by greedy developers and bulldozed by the lawyers working for these big tech companies.
Effective immediately, we’re requiring AI data centers to commit to strict environmental and transparency requirements AND receive approval from the local community if they want to build here.
That’s not all: We’re also removing ALL data centers from our Fast Track permit program and stopping any office or agency under my jurisdiction from signing an NDA with AI data center developers.
I’m putting these developers on notice and letting them know that we will not let them bully Pennsylvanians, disregard our constitutional right to clean air and pure water, and drive up our utility bills.
I’m using the full weight of my executive authority to block the objectionable, unwarranted projects and put the nation’s strictest set of protections in place.
41
10
203
181,031
If you had to go all in on a stock options with expiry on Jan 2027 which would it be?
113
5
117
51,319
someone said Anthropic counted ARR by multiplying last day of revenue x 365 lmao this has to be fake right ?
77
8
1,783
251,140
RJC retweeted
The Father of HBM, Kim Jung-ho says physical AI is really a memory problem, because a self-driving car can't react faster than its memory can recall what it learned, and the stakes are: it cannot be a second late on the brakes.
"Physical AI is memory AI."
"The car crashes as it drives, remembers it all, and learns from it."
"What's harder is the learning and reasoning must be real-time. A self-driving car can't hit the brakes a second late."
"So here not just capacity, but speed matters too. Memory's speed."
"Future memory will lead the AI revolution, and there it's speed and capacity. Speed is bandwidth, capacity is stacking. That's how I see it."
______
More from his lecture here: firesidealpha.substack.com/p…
Today, we’re launching Alpamayo 2 Super, our frontier open reasoning model for autonomous vehicles.
Beyond seeing, Alpamayo understands and reasons through the complex world - thinks before it acts.
It’s a powerful backbone for robotaxis, trucks, shuttles, delivery vans, tractors and the long tail of mobile robots—billions of autonomous machines someday.
We’re releasing it for commercial use under OpenMDW-1.1 so teams can inspect it, fine-tune it and deploy it—open models advance safety and security.
The next wave of AI is robotics—and it starts with autonomous vehicles.
Great work, Alpamayo team!
blogs.nvidia.com/blog/alpama…
5
38
236
80,477
yes I’m here just been in burrys chat room with @strictrope running duos against the FUD you guys are welcome
4
5
53
14,113
$MU gross margin expected to reach 95% in 2027 - WCCTECH
wccftech.com/micron-dram-mai…
26
34
578
39,243
