VeggieChicken ⌘ (@veggiepoultry) 's Twitter Profile
VeggieChicken ⌘

@veggiepoultry

CEO of being unemployed, crypto analyst @alfadao_

ID: 1411579124452237313

calendar_today04-07-2021 06:54:35

4,4K Tweet

438 Followers

863 Following

Hydromancer (@hydromancerxyz) 's Twitter Profile Photo

We think that everyone should be able to verify market data on Hyperliquid. That's why we are making complete historical data available, free, forever💧🔮 Including all HIP-3 trades, candles, and all trader positions from launch of each DEX. No paywall. reservoir.hydromancer.xyz

nic carter (@nic__carter) 's Twitter Profile Photo

Many are wondering "what Google saw" that caused them to revise their post-quantum cryptography transition deadline to 2029 last week. It was this: research.google/blog/safeguard…

Mercor (@mercor_ai) 's Twitter Profile Photo

The privacy and security of our customers and contractors is foundational to everything we do at Mercor. We recently identified that we were one of thousands of companies impacted by a supply chain attack involving LiteLLM. Our security team moved promptly to contain and

Peter Girnus (@gothburz) 's Twitter Profile Photo

I am a Web3 Ambassador at World Liberty Financial. There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance." 600,000 wallets bought our memecoin. They lost $3.87 billion. The family

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family
Anders Storm (@stormdirac) 's Twitter Profile Photo

Goldman just published their AI capex framework: $7.6T from 2026-2031. The headline isn't the story. The story is that 4 assumptions can move that number by hundreds of billions, and Goldman explicitly flagged optics as the next "buy out the store" chokepoint. My read on the

Goldman just published their AI capex framework: $7.6T from 2026-2031.

The headline isn't the story. The story is that 4 assumptions can move that number by hundreds of billions, and Goldman explicitly flagged optics as the next "buy out the store" chokepoint.

My read on the
MS2 Capital (@ms2capital) 's Twitter Profile Photo

AI Capex Subsector | 2024-2030 Big Tech capex is going parabolic -$715B according to The Kobeissi Letter Below is our AI Capex Subsector chart for 2026-2030: • 2026 - Gen 1 optics ( $LITE $COHR), HBM ramp ( $SNDK $TOWA), hyperscaler buildout itself ( $NBIS $CRWV $ORCL). Peaking

AI Capex Subsector | 2024-2030

Big Tech capex is going parabolic -$715B according to <a href="/KobeissiLetter/">The Kobeissi Letter</a> 

Below is our AI Capex Subsector chart for 2026-2030:

• 2026 - Gen 1 optics ( $LITE $COHR), HBM ramp ( $SNDK $TOWA), hyperscaler buildout itself ( $NBIS $CRWV $ORCL). Peaking
VeggieChicken ⌘ (@veggiepoultry) 's Twitter Profile Photo

$AAOI Q1 2026 Earnings Highlights •Revenue: $151.14 million. •GAAP Net Loss: $14.28 million. •Non-GAAP Net Loss: $4.94 million. •EPS: Missed estimate with a $0.07 loss per share (vs. expected $0.05 loss). •Adjusted EBITDA: $0.97 million.

Serenity (@aleabitoreddit) 's Twitter Profile Photo

I still think $RDDT is one of the few non-AI names that is extremely compelling. Just by how fast they’re growing + true profitability post-earnings. Honestly still not sure why they’re underperforming the market…

I still think $RDDT is one of the few non-AI names that is extremely compelling.

Just by how fast they’re growing + true profitability post-earnings.

Honestly still not sure why they’re underperforming the market…