Jay Wich (@jc3capital) 's Twitter Profile
Jay Wich

@jc3capital

ex-@HarvardMLax + CFA β€’ FL, UT real estate nerd β€’ 18 Yr Bank + HF Trader β€’ 12 Years πŸ‡­πŸ‡° Expat

ID: 1177226245941202945

calendar_today26-09-2019 14:19:54

294 Tweet

137 Followers

1,1K Following

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In real estate, 1031 sellers face strict rules: 45 days to ID replacement properties & 180 days to close. My gameplan? Offer timing flexibility. I gave a 1–4 month close window (with 1 month notice) so the seller had time to line up their next properties. That flexibility won me

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Great insights from Jim Liu on $IREN's power edge in AI DCs. Despite hyperscalers building their own, a 36GW US shortfall by 2028, slow infra, & Meta DC delays make IREN's 3GW pipeline by 2027 a game-changerβ€”like $EQIX/$DLR but bigger for GPUs. One of my faveorite stocks!

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Jordi Visser’s new pod β€œFed Policy Mistake vs. AI Disruptive Boom” is a must-listen (favorite of the week). Power, batteries & rare earths = AI bottlenecks. Stocks to watch (and buy): $TSLA $ASML $CAT $CMI $GNRC $EOSE $AREC $EWZ.