Sith (@Sysadminsith) header
Sith (@Sysadminsith) profile picture

Financial markets and economic stuff. I used to build homes in the cloud for the beep-boops to live. Build more data centers! 🇺🇸

Joined March 2018
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SpaceX proposed a 6 GhW 747 ached data center in rural Wilcox Arizona! LFG! Build more data centers! 🇺🇸 This could be a huge win for Arizona and for a rural community that needs new sources of high paying jobs! Let’s hope the project moves forward. kold.com/2026/11/05/spacex-m…
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Everyone playing checkers. Daddy Jensen playing 4D chess. Bought more $NVDA today. A 50% sale on a high quality industry leading company doesn’t happen every day.
$NVDA THE INFORMATION: - NVIDIA HAS APPROACHED APOLLO ABOUT CREATING A NETWORK OF SMALL AI DATA CENTERS POTENTIALLY SPANNING 20 STATES ACROSS THE US - NVIDIA IS EXPLORING RETROFITTING OLD TELECOM BUILDINGS FOR AI DATA CENTERS well, Jensen isn’t going down without a fight
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$NVDA’s multiple is cheap. It’s got free cash flow for days, high margins, returning 50%+ of FCF to shareholders, 1/4 TRILLION in buybacks coming, a sold out inventory for years. Heck, Elon just raised $40 Bn just to buy more Nvidia chips. I’m happy to buy it at 1/2 price.
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Sellers obliterating the AI trade today. Nasdaq -5.5% and still selling HARD.
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These clowns are going to ruin the economy and the future of our nation because they are stupid. US initial jobless claims (189K) are near multi-decade lows and well below long-term historical avg (358K) We better stop AI development and cancel the economy to save people jobs!
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GDP under the new Democratic leadership:
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Listen to Dems own words for what’s about to happen. They have already told us what’s going to happen. Not feeling so optimistic about America’s future right now.
.@elonmusk warned that if Democrats sweep the election, they’ll weaponize the government to lock in a permanent one-party state. And he’s 100% right. The DSA has LITERALLY ADMITTED they want to do this. And now a New York Times columnist just openly proposed using lawfare and civil suits to BANKRUPT former administration officials like Stephen Miller. Even when there’s NO criminal charge to bring! I'm telling you, they’ve gotten more vicious. They are dead set on crushing anyone who stands in their way and that includes YOU. I get that you might be frustrated with the GOP. I get it. But if you sit on the sidelines these midterms, just look at what you're handing our nation over to.
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Probably time to go into the Quality Learing Center business.
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Better brush up on your pronouns, comrade. The next 2-10 years are going to be rough for straight, white, American loving capitalists.
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The blue wave appears to be distinctly red In nature. Futures getting pummeled with the impending Dem victories.
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Are people forgetting Daddy Jensen and $NVDA have nearly a quarter of a TRILLION dollars is buybacks coming? They are returning 50%+ of free cash flow to shareholders and will report nearly $110 B in FCF this quarter. I don’t understand the fire sale. I’m a buyer.
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They keep selling $NVDA I keep buying $NVDA One of us will be right. 😅🤞
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The $NVDA math is absurd. The world’s most valuable (2nd most profitable) company is trading at 12.9x 2027 P/E and 9.5x 2028. Single digit multiple for ‘28! 60%+ operating margins. They drive the entire global AI infrastructure rollout, these forward multiples are a gift.
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Build more data centers!🇺🇸
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In honor of the Brewers winning their first World Series title, here is my favorite Bob Uecker story told by Artie Lange and Norm McDonald
John Fogerty is in attendance at Wrigley Field tonight.
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Ive been reading Anthropic gigantic 400+ page S-1. This feels like the VC hose has dried up and now they are picking the public’s pockets. Founders control 50.1% of shares and all voting/veto power. How do you pace the frontier AND uphold your fiduciary duty to shareholders?
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Anthropic's S-1 is so dense, 400+ pages, it took over 55% of my ChatGPT 5h limit to go through it and produce a report using Sol-6.1😅
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I’ve never seen a CVE described as having “a significant blast radius” before 😂
Evolving threat 🚨 CVE-2026-111497, previously known to affect Node.js (node2shell) and Python has evolved into “HTTP2Shell.” A significant blast radius. This vulnerability leaves many libraries and applications using HTTP vulnerable to pre-auth RCE via Brotli decompression. Please be aware. Fixes not yet available for all affected services. Look for Brotli (1.2.1) dependency upgrades when they become available.
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What a Wednesday: php2shell RCE on 3/4 the web GitLab 10.0 CVSS LiteLLM cred stealing supply chain attack Node.js RCE Railway platform pwnd TiDB been pwnd for weeks Plex RCE in the wild crypto mining eMudhra Root TLS certs compromised GoDaddy revoked 400K certs What I miss?
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Missed Oracle posted a 9.1 Java CVE about 3 hours ago. Honorable mentions to this past weekend’s OpenCode hack OVHCloud CLI compromised Rough week for the good guys. The white hats are way behind….
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