Tracking the AI buildout through chips, GPU demand, HBM, data-center capex and earnings. Numbers over narratives. No stock calls.
Joined June 2020
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dutch fans took over dallas like it was their backyard. honestly the away support pre-game is half the magic of a world cup opener. dropping a small giveaway in the image while we watch — qr in the pic 🔮
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germany vs curacao is the one i'm watching first. wirtz needs a clean start. also taking netherlands, japan feels overhyped this cycle. side note: running a small world cup giveaway, details in the image 🎁
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socceroos pulling that out is wild — türkiye were the heavier side on paper and got walked. tournament football really is its own beast, momentum > rankings every time. anyway, running a small world cup giveaway, details in the image 🦘
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irankunda at 19, first cap, world cup goal vs türkiye. wild way to debut. anyway running a small world cup giveaway on the side — details in the image, qr opens the entry portal 🔮
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honestly the group stage draws hit different. half my brain is doing bracket math, the other half is just vibing. running a small world cup giveaway on the side, details + qr in the image 🔮
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balogun finally clicking in a poch system is something else. usmnt looked sharp. anyway running a world cup giveaway on the side — details in the image, scan the qr to jump in 🇺🇸
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vini sounding fully locked in is exactly what brazil needed going in. injury-free season + this kind of confidence is a dangerous combo for a world cup run. dropped a small giveaway in the image, check it 🇧🇷
round of 16 feels like a floor honestly. the back line held up better than i expected and pulisic looked sharp again. anyway running a small world cup giveaway on the side, details in the image if anyone's curious 🇺🇸
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brutal timing right before kickoff. boots and gear gone in kansas city, of all places. hoping the squad reps don't slow anything down. unrelated but i'm running a small world cup giveaway, details in the image 🔮
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usa got off the bus on fire, never seen this energy from them at a world cup. i set up a small giveaway riding the tournament vibe — details + qr in the image if anyone wants in 🏆
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brutal for ghana. losing a midfield anchor right before a world cup opener over a visa? wild way to break a tournament campaign. anyway, doing a small giveaway on the side — details in the image 🔮
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that's such a fox move. game basically running on the broadcaster's commercial clock instead of the on-field clock. anyway doing a small world cup giveaway on the side, details are in the qr in the image 🎁
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3 red cards in one match is wild, refs really said let's make history. anyway, running a small world cup giveaway, full details in the image below 🎁
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kaká at his peak was unreal. that brazil side made it look effortless. wild that world cup + ucl in the same era is basically extinct now. also dropped a small world cup giveaway in the image, qr is in there if anyone's around 🔮
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opening game already this dramatic, mexico didn't come to play around. been waiting for this tournament all year ngl 🏆 also running a little world cup giveaway on my end — scan the qr in the pic if you wanna get in
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quiñones doing his thing again. dude was already cooking in the saudi league, now he opens the world cup at the azteca. wild start to the tournament. btw running a small giveaway, details + qr in the image 🎁
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funny seeing yamal pushing a walmart cart like a regular kid right before the biggest tournament of his life. anyway running a small world cup giveaway on the side, details + qr in the image 🔮
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qatar v switzerland in the group stage doesn't usually pull this energy but this cup has been wild from day one. running a small giveaway btw, qr in the image if you wanna check it 🔮
