For thirty years, the deal was simple: the internet provided the storefront, and you provided the labor. You searched. You compared. You clicked through ten tabs, filled the cart, typed your card number, and hoped the checkout page didn’t time out. Every online transaction ran on human effort. That era is ending. Not because we […]
The Internet’s New Users Aren’t Human Read More »
$IREN CEO untangling the print himself. Worth reading twice, because it matches what the filing said all along. 👀 The mechanism most missed: the $684M loss is the cost of retiring miners so those megawatts can be re-leased at over $20M per MW. Mining earned a small fraction of that per megawatt. The write-down is
$IREN CEO untangling the print himself Read More »
🚨 Ten days ago I posted that the world is structurally short compute. Tonight Jensen made it official: "compute is revenue." 💸 His words on the call, and “demand is accelerating”, with the buildout at full steam. 🤯 The receipts: $96B quarter. Data center up 117%. Next quarter guided to $108B with zero China in
Compute is revenue: Jensen just made it official Read More »
The strangest six weeks I’ve tracked in a while. The prices went one direction. The filings went the other. $EOSE → stock red YTD. Record revenue, record $807M backlog, collections above revenue, Pentagon added to the customer list. $AAOI → cut in half from the high.
The strangest six weeks Read More »
📦 Every shelf of the AI storage pyramid is now spoken for. All three layers. At once. 🔥 HBM + DRAM, the hot layer → shortage through 2027+$MU $SKHY $PENG 🌡️ NAND flash, the warm layer → 5-year supply deals signed$SNDK $KXIAY 🧊 Nearline HDD, the cold layer, 80% of hyperscaler bytes → sold out
Every shelf of the AI storage pyramid Read More »
🏡 Turnarounds are people stories. The financials are always the last thing to change → the people change first. So read $OPEN’s people: → New CEO’s @nejatian salary: $1. No bonus. ~82M shares that only vest at prices from $6.24 to $33 → the $TSLA structure (performance based compensation is my preferred). He gets paid
Turnarounds are people stories Read More »
We are undergoing a dilution in value. Challenges bring opportunities. necessities for solutions. These are Opportunities. Challenges Birth New Industries. Our quality and value has been diminishing for years. “It isn’t how it used to be” is a common saying. Declining value, quality, productivity. We need efficiency but how? Through innovation. Our patience is down.
Dilution in Value – We Need AI Read More »
Opportunistic times for businesses and investors. It’s about perspective as well as seizing opportunities as they present themselves. I have stressed the importance of remaining liquid especially during tightening liquidity and rising rates when the costs of debt and capital are increasing. Cash is quite valuable even in inflationary times as opportunities are upcoming and
Challenges into Opportunities Read More »
It is so important yet can be overlooked. What is your cost of acquiring a customer? Sure you factor in the marketing and other direct costs but what about the intangibles? Establishing trust and gaining that authority. It takes a long time but it is so easy and fast to destroy that rapport. It is
Cost of Acquiring Customers Read More »
I think differently than most. I am a serial entrepreneur and have always been since I began on my journey in life. More specifically, a QoL (Quality of Life) Entrepreneur. Therefore, my goal is to impart what I have learned to you. You may disagree and that is fine. I am not here to convince
