Ex-founder. 20+ M&A deals. Public Market Investor
Madrid, Comunidad de Madrid
Joined January 2025
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I鈥檒l ship a bottle of champagne to whoever gets closest to $IREN closing price on the day after earnings. Must be a follower and post in advance!
Place your bets! 馃嵕馃憞
Julian Ciccale retweeted
probably much more than 25% is dead weight.
in fact, for MSFT to have the same revenue per employee than ANT, they need to go from $1.1M to $6.6M , that's an 83% RIF 馃憖
$ANT S1 "...In the past, we have significantly underestimated our compute requirements, which left us capacity constrained and impacted both product development and deployment..."
$ANT S1 "...If we fail to direct sufficient compute and research efforts to AI-assisted development, or if our competitors more effectively leverage AI to enhance their own innovation cycles, we risk falling progressively further behind as competitors..."
This applies to all big tech companies.
While finance bros are bearish compute.
If you read $ANT S1 "Growth Strategy", everything is fluff except only one point which ties to all the others. "Compute".
They have great talent, they have great GTM and partnerships. They need to keep burning the compute fuel to accelerate.
$ANT "... enterprises consistently utilize our latest and most capable models as soon as they are released, gravitating to the most advanced option for their highest-value work..."
So why not open source? I thought open source was killing Claude? 馃槀
$ANT "...All digital work is ultimately an expression of code..."
[almost]聽All work = digital work , it's a profound statement
"...As of September 30, 2026, adoption of Claude Cowork ... outpaced the adoption Claude Code achieved at the equivalent point..." 馃憖
"... We are building towards a world where Claude can be given open-ended tasks lasting hours, days, or weeks, and then execute them autonomously with the judgment and initiative of a brilliant colleague.
Ultimately, millions of Virtual Collaborators can run in parallel, each working independently on unrelated problems or collaborating seamlessly to achieve a shared objective.
The result is something without historical precedent..."
$ANT ".. will often make forward investments (especially in compute) that may seem irresponsibly large..."
If you're investing in AI you must be reading $ANT S1 right now.
No summaries, no hiding, no excuses.
Just plain old hard work.
Hmmm @JensenHuang says neoclouds will be fine, @elonmusk says neoclouds are doomed.
Who shall we trust? 馃憖
In the markets we are alwasy left with our own homework, nothing else.
We'll see...
Median vote is 30% up from here. Bullish skew is 55%
Keep crunching numbers.
I鈥檒l ship a bottle of champagne to whoever gets closest to $IREN closing price on the day after earnings. Must be a follower and post in advance!
Place your bets! 馃嵕馃憞
$IREN puts up 37% now. Bottom? Nope. Not yet
This is how I explained what's happening with AI stocks to my family.
Imagine walking into a fish market.
Someone buys a bad fish. Just one.
Suddenly, panic spreads. Everyone starts screaming that ALL the fish and seafood in the market are garbage.
Doesn't matter if it's wild Alaskan salmon, Beluga caviar, monkfish, sardines, or just that one rotten fish.
Everything is shit. Everything is worthless. Nobody wants to buy anything.
Mass hysteria. Total paranoia.
That's pretty much how the market is treating AI stocks right now.
The funny thing? The quality of the fish hasn't changed.
Only the perception of the buyers has.
Never thought the $IREN price prediction game would attract this much attention.
It's fun while we get through this period.
Options price a huge range. Implied vol is 104% annualized, roughly 6.5% a day. Over 10 sessions plus the print, one std dev is around +/-25%, so between $19 to $32 馃憖
I鈥檒l ship a bottle of champagne to whoever gets closest to $IREN closing price on the day after earnings. Must be a follower and post in advance!
Place your bets! 馃嵕馃憞