@deangelus

@McMasterU chem • @odlabs • Fund manager

youtube.com/@deangelus
Joined April 2016
  • Tweets2.8K
  • Following153
  • Followers854
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DeAngelus retweeted
Elon Musk
@elonmuskOct 20
As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible
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All in Challenge working quite well right now $AAOI
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DeAngelus retweeted
☿️ T3tra
@T3tra333Oct 3
a new era is loading for @odlabs a new partnership that will reshape OD
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DeAngelus retweeted
☿️ T3tra
@T3tra333Sep 23
follow @CHOSENdotWIN i heard things will be happening there
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$INTC stan till the day I die
DeAngelus
@deangelusAug 31
This is why I’m full port $INTC 📈
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DeAngelus retweeted
Citrini
@citriniSep 21
Sell Rosh Hashanah, buy Yom Kippur undefeated
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Walked into 4 cafes today, everyone is using LLMs. Compute is only going up $NBIS $IREN $CRWV
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This is why I’m full port $INTC 📈
Jukan
@jukan05Aug 31
KOREAN LOCAL MEDIA: SK HYNIX TO OUTSOURCE NEXT-GENERATION BASE DIE PRODUCTION TO INTEL $INTC
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just woke up why is everything red 😔
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DeAngelus retweeted
print.world
@printworldAug 19
Earn money back by burning your dust Now live in Printworld
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if $GLXY didnt have bitcoin on its balance sheet, honestly wouldve been 5x its marketcap rn
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DeAngelus retweeted
print.world
@printworldAug 13
liquid print now live for all users. trade @HyperliquidX perps with a simplistic user experience the first step towards our new perpetual futures ecosystem. printworld - the everything app
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Euphoria $NBIS EASILY 240-250 by Friday
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The market is reducing itself to: Technology people who knows how this stuff works Vs Everyone else who has no idea and so gets short because it violates their non-technology priors
Rittenhouse Research
@RHouseResearchAug 11
CoreWeave $CRWV: We recently signed an A-100 contract that extends into 2029. This SKU was introduced in 2020.
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$NBIS did amazing, it’s neocloud summer/fall and winter You are not bullish enough 💀
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Wish I added more to $NBIS last night, tomorrow is going to be very interesting.
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Light CPI and $NBIS earnings go good... might be insane
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$AAOI owns its own InP lasers. The exact input everyone else is fighting over and still prints ~30% gross margins While $LITE and $COHR print 39-44% in the same shortage. Am I missing something, or is the vertical integration currently a volume advantage rather than a margin one?
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