Prepared Remarks retweeted
Oracle and its partners responded to questions from the New Mexico Environment Department (NMED) and the community in order to build the right solution for New Mexico and Doña Ana County. Community feedback enabled us to change our power plan to a lower emitting, lower water-consuming fuel cell solution, and community feedback also drove our decision last month to reduce permitted emissions by an additional 35% without compromising the data center’s planned computing capacity. This would reduce projected greenhouse gas emissions by an additional 3 million tons or more annually.
Project Jupiter represents a major investment in New Mexico’s future, with more than $13 billion in projected economic impact, an estimated 7,000 jobs during construction, including more than 1,230 New Mexican workers and 1,800 union workers to date, and 1,500 long-term jobs once operational. The project includes a fully funded $50 million investment in Doña Ana County water infrastructure. Its closed-loop cooling and fuel cell systems will use zero potable water and, on average, less water annually than nine U.S. households consume. Oracle has also committed to 100% carbon-free energy matching by 2031.
We look forward to working with the incoming administration to deliver these benefits for all New Mexicans.
Project Jupiter represents a major investment in New Mexico’s future, with more than $13 billion in projected economic impact, an estimated 7,000 jobs during construction, including more than 1,230 New Mexican workers and 1,800 union workers to date, and 1,500 long-term jobs once operational. The project includes a fully funded $50 million investment in Doña Ana County water infrastructure. Its closed-loop cooling and fuel cell systems will use zero potable water and, on average, less water annually than nine U.S. households consume. Oracle has also committed to 100% carbon-free energy matching by 2031.
We look forward to working with the incoming administration to deliver these benefits for all New Mexicans.
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46,861
SG up 95% ytd with reported sss that are worse than what was expected 👍
Missed this one
Missed this one
SG is sub $1B EV
Puts valuation at $3.5m/store
$2.8M AUV & 17.5% RLM implies $500k ebitda/store
~7x ebitda / store
Not bad. There’s a thesis in here w/easy comps & infinite kitchen
The kind of stock that’s +100% when cc data is 3pts better than guidance
6
0
86
13,244
If Jensen had just had sex with underage girls on a pedo island like a normal billionaire we wouldn’t be in this black Monday mess
255
3,741
75,143
2,074,597
Prepared Remarks retweeted
What about the $QQQ?
QQQ dropped 6.5% Thursday and bounced only 1.4% Friday.
Since 1999, that setup (5%+ down day, sub-2% bounce) has happened 8 other times.
Next 5 days: 7 of 8 made a lower low (avg -3.1%)
Next 30 days: 8 of 8 made a lower low (avg -9.4%, worst -19.7%)
rk the bottom.
QQQ dropped 6.5% Thursday and bounced only 1.4% Friday.
Since 1999, that setup (5%+ down day, sub-2% bounce) has happened 8 other times.
Next 5 days: 7 of 8 made a lower low (avg -3.1%)
Next 30 days: 8 of 8 made a lower low (avg -9.4%, worst -19.7%)
rk the bottom.
Somehow there have only been 6 events in SPX history (since 1957) where SPX was down at least -4% one day, then followed it up with a positive day that was *less* than +1.0%.
Today could be #7.
But you only care about two things:
[1/3]
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28
215
25,707
Prepared Remarks retweeted
$RBLX Roblox CEO: "There is a massive surge in creation velocity happening right now on Roblox. And I'll share a few stats. This month, daily asset uploads to our Roblox Cloud have tripled month-to-month. And we think assets, with our images, textures, meshes, are a good proxy for the amount of creativity that's going on. Our game volume leveraging AI has grown 50% quarter-by-quarter. We're seeing some of these experiences now become AI-driven hits."
12
5
57
17,299
Prepared Remarks retweeted
Our October data recap covers token growth, agentic usage, token prices, model lab retention, and inference providers. Here's what stood out.
1/ October in tokens: 790T tokens, up 25x from January.
1/ October in tokens: 790T tokens, up 25x from January.
14
10
110
18,329
Bought an AI shit basket today
BE WOLF INTC TLN CIFR CRWV FSLY
Maybe BE/WOLF get Democrat green energy bid?
TLN can benefit from tx issues?
INTC agent cpu demand still exists + lip insider buying + maybe trump pump?
CIFR below contracted value
CRWV just shitco beta
BE WOLF INTC TLN CIFR CRWV FSLY
Maybe BE/WOLF get Democrat green energy bid?
TLN can benefit from tx issues?
INTC agent cpu demand still exists + lip insider buying + maybe trump pump?
CIFR below contracted value
CRWV just shitco beta
43
1
285
69,714
Ok after adding some more trash to this yesterday (soxl, uctt, lrcx) and the wolf rebound I’m net up on the worst timed basket ever. Ready for Mondays -5%
3
0
14
1,738
Prepared Remarks retweeted
Retail investors on track for the largest day of selling across single stocks since the COVID drop per @VandaTrack
4
24
124
17,697
Prepared Remarks retweeted
Another insane stat. The S&P 500 is now 3.5 standard deviations below its 50-DMA, the most oversold it has been since the COVID Crash, yet 62% of stocks in the index remain above their 50-DMAs.
18
22
156
14,850
One perversely positive thing is democrats own stocks so even they probably don’t love seeing their accounts evaporating
10
3
134
8,969
Prepared Remarks retweeted
Two 6-sigma shocks in one week. The worst momentum crash in 40 years. A 30% drawdown. This wasn't a selloff. It was a massacre.
zerohedge.com/the-market-ear…
zerohedge.com/the-market-ear…
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988
144,732
Prepared Remarks retweeted
Over the past month, the $SPX moved 1.1%, while the average stock moved 13.2%.
This spread ranks in the 100th percentile over the past 30 years.
The only higher return spreads were during the Dot Com Bust and GFC.
This spread ranks in the 100th percentile over the past 30 years.
The only higher return spreads were during the Dot Com Bust and GFC.
5
29
115
14,531
Prepared Remarks retweeted
Goldman (Callahan): While not overly surprising, interesting in the context of 30+ years of data:
S&P 500 low vol index has been the most negatively correlated to Nasdaq since the summer on record.
S&P 500 low vol index has been the most negatively correlated to Nasdaq since the summer on record.
2
3
13
3,270
Prepared Remarks retweeted
ChatGPT added 200 million weekly users in two months, and its search volume is now about a fifth of Google's.
ChatGPT consumer product lead Adam Fry shared the figures with Big Technology's Alex Kantrowitz at an OpenAI dinner in New York on Monday.
Usage:
• Weekly users: 1.2 ion in 60 days
• Search-like queries: roughly one-fifth of Google's volume
• Voice: 250 million weekly users
• Images: 1.5 billion created per week
Money:
• Ads passed $1 billion in annualized revenue within 200 days
• Subscriptions passed 50 million months ago and have "grown considerably" since
OpenAI also plans to merge ChatGPT's Chat and Work modes soon.
ChatGPT consumer product lead Adam Fry shared the figures with Big Technology's Alex Kantrowitz at an OpenAI dinner in New York on Monday.
Usage:
• Weekly users: 1.2 ion in 60 days
• Search-like queries: roughly one-fifth of Google's volume
• Voice: 250 million weekly users
• Images: 1.5 billion created per week
Money:
• Ads passed $1 billion in annualized revenue within 200 days
• Subscriptions passed 50 million months ago and have "grown considerably" since
OpenAI also plans to merge ChatGPT's Chat and Work modes soon.
38
20
234
33,853
Prepared Remarks retweeted
Today marks only the 2nd day this year that retail investors have been net sellers.
MS QDS estimates, based on public data, that retail investors sold $1.4bn of US equities today — their first net sale since April. This is after retail has bought more than $1 trillion of ETFs and stocks YTD.
MS QDS estimates, based on public data, that retail investors sold $1.4bn of US equities today — their first net sale since April. This is after retail has bought more than $1 trillion of ETFs and stocks YTD.
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194,961