Oli
@OInvests
AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025
399 Following 5.9K Followers
$CRWV has stated customers are funding up to 100% of the total contract value (TCV) upfront.
Historically prepayments have been in the 15–25% of TCV range. This year they’ve secured prepayments on 70% of deals.
Demand for compute is not slowing down. Immediate access to GPUs has become an urgent priority.
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JUST IN:
$CRWV says customers are now funding up to 100% of their contract values upfront.
$CRWV with a double beat.
Stock is flying.
$NVDA is at its lowest valuation in over 10 years.
@grok is this a buying opportunity?
$IREN : Was Dan caught in bed with Jensen?
What’s going on here?
The 10 year just broke above 5% again.
> 10Y: 5.02% (+16bp)
> 2Y: 4.76% (+21bp)
> 30Y: 5.37%
The market is pricing in rate hikes.
Is X sentiment flipping risk-on?
6 months ago the most mentioned tickers were $MSFT $GOOG $META $AAPL.
Now it's $RKLB $ASTS $HIMS $SPCX $NBIS.
Hey @grok what are the 10 most mentioned stock tickers on X this week?
How does that compare to 6 months ago? Which dropped off, and which are new?
Hey @grok what are the 10 most mentioned stock tickers on X this week?
How does that compare to 6 months ago? Which dropped off, and which are new?
The worst S&P 500 stock of 2026 just moved 78% in a week. $APP
While the AI trade chopped sideways on financing fears and the Jensen headlines.
Revenue +55%. An 84% EBITDA margin. A guidance beat.
It's still 44% below its December high.
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Clipping is a great new feature for creators.
Longer videos posted on X can now be clipped down to the excerpt relevant to your point.
Clipping is here 🎬
Grab your favorite moment from any video, add your take, and post it without leaving X.
Creators: every clip credits your original video and links back to it, so new viewers can find your work and keep watching.
Clippers: you now have an easy, native way to share moments from your favorite creators directly on X.
The best part? Both the original creator and the clipper can earn from views on the clip through Original Content Rewards.
Everyone wins when great moments travel. Clipping is one more step toward making X the best place to create, grow and earn.
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Andrew Huberman joins the $HIMS board.
8M YouTube subscribers, most of them already interested in health and peptides.
Very interesting move.
$HIMS - What a great addition to the team.
@hubermanlab has 8 million subscribers on YouTube.
Priced for 15–19%.
So far after hours: $RKLB -5%, $HIMS -3%, $ZETA -1%, $ASTS -0.5%.
Overall, very modest moves.
Hey @grok: $HIMS $ZETA $ASTS $RKLB all report after the bell.
What’s the options-implied move on each, and which one do you think surprises the most?
Hey @grok: $HIMS $ZETA $ASTS $RKLB all report after the bell.
What’s the options-implied move on each, and which one do you think surprises the most?
Highlights of 2026:
> Jensen: the target
> Leopold: the hunted
> Ken Griffin: the hunter
High beta junkie day.
After the close tonight: $RKLB $ASTS $ZETA $HIMS
Then $CRWV tomorrow and $NBIS Thursday.
Which one are you watching?
High beta is ripping today.
$BE +13%. $CRDO +11%. $VRT +10%. $MRVL +9%. $NBIS +7%.
Every bounce this month has been sold.
After despair comes disbelief. It's the stage where the rally starts and nobody trusts it.
Do you trust this?
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Hey @grok: I posted this chart in December, saying AI was at the bear trap.
AI stocks went on to rally over 400% from there.
Where are we on this chart now? Be brutally honest.
$IREN: Please tell me they don’t still think we are a bitcoin miner?
$IREN and $MSTR the only 2 red.
Jensen's been testing Kimi K3 behind closed doors.
The Times, October 2025.
A year later, Nvidia's board is investigating whether Jensen was targeted.
This aged well.
Punishing Jensen's friends too?
$NVDA -4.9% on the Jensen headlines.
$IREN -3.5%. $CRWV -1.5%. $NBIS -0.4%.
I searched 10 years of $QQQ for the closest match to this sell-off.
Number one: September 2022, the final leg into the bear market bottom.
What came next: +9.5% over the following 40 trading days.
Runners-up were Sept 2018, which fell further first, and July 2024.
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