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@AJacksonHole
"@RealJimChanos Why do you hate retail"
X Link @AJacksonHole 2025-10-09T02:43Z XXX followers, 1726 engagements
"$JPM CFO: Consensus look for 2026 looks low. Wild that he said that"
X Link @AJacksonHole 2025-10-14T18:30Z XXX followers, XX engagements
"BlackRock led investor group to acquire Aligned Data Centers for $40B in equity and debt. We are only at the beginning of this crazy investment cycle. Buckle up. $NVDA $AVGO $AMD $BLK"
X Link @AJacksonHole 2025-10-15T17:05Z XXX followers, XXX engagements
"OpenAIs GPUs are melting tonight. Orders of magnitude more people are sending me Sora videos. Got my first rejection due to overload. We are early friends. $NVDA $AVGO $ORCL"
X Link @AJacksonHole 2025-10-06T02:25Z XXX followers, XXX engagements
"I think given current bitcoin cycle you could 2x revenue there. So $2B And for $IREN specifically the value is in their increasingly more scarce power infrastructure and land. If you bet on $IREN you are betting they can get a hyperscaler to park their hardware on their land. The west Texas site is within 100km of stargate which is within scale across distance for multi datacenter networking that Hock Tan of $AVGO talks about. Again its option value. For $CRWV I agree there is significant risk on them not being able to monetize infra for the full X year useful life. But if they can then the"
X Link @AJacksonHole 2025-10-05T21:34Z XXX followers, XXX engagements
"Bessent setting up the new world order. Is he engineering Eurodollar liquidity stress Is this the beginning of Bessent shoving stablecoins down everyones throat"
X Link @AJacksonHole 2025-10-16T13:18Z XXX followers, XX engagements
"Stablecoins are expected to transform the global financial infrastructure. This is an investable theme. Today tokenized assets like stablecoins represent just a tiny fraction of the hundreds of trillions of global dollar transaction volume. Read more about it on my substack. Link in ๐งต $USDC $USDT $ETH $SOL $BTC $SPY $QQQ"
X Link @AJacksonHole 2025-10-14T21:11Z XXX followers, XX engagements
"$DRI: Olive Garden playing with portion size and price. Probably to manage for consumer sensitivity to inflation. Definitely feels like they are focusing on value"
X Link @AJacksonHole 2025-10-05T02:47Z XXX followers, XXX engagements
"๐ The Dollars Glow-Up Stablecoins are expected to transform the global financial infrastructure. While still early three things make this an investable theme: X. The U.S. government is no longer sitting this out. It feels like Washington is depending on the success of stablecoins to preserve global dollar hegemony. X. Tokenized assets like stablecoins represent just a tiny fraction of the hundreds of trillions of global dollar transaction volume. X. As a technology the blockchain is just flat-out better for settlement: faster cheaper and more transparent. Rad more in ๐งต"
X Link @AJacksonHole 2025-10-15T17:06Z XXX followers, XX engagements
"Think of how different the world would've been if we adopted the Keynesian international currency standard "Bancor" which would be based on the value of XX commodities. $GLD"
X Link @AJacksonHole 2025-10-01T15:12Z XXX followers, XXX engagements
"Few differentiating factors $IREN has power secured and ability to build specialized power infrastructure. They are energy finance guys. So their advantage is power security in a power constrained world. $CRWV was first. They are trying to be the first to vertically integrate. Started with servers then moved up stack with weights and bias acquisition now trying acquire core scientific who owns the land and power shells. $NBIS is the only one with real software and hardware chops all the way to the mgt team. They design their own servers and are able to optimize the full stack to deliver"
X Link @AJacksonHole 2025-10-05T21:18Z XXX followers, XXX engagements
"$JPM CFO on how they are going to measure AI productivity gains: ". old fashioned expense discipline and constrain people's headcount growth.""
X Link @AJacksonHole 2025-10-15T04:39Z XXX followers, XX engagements
"$DRI: The beef price inflation is not sustainable because the consumer cannot absorb it. There will be demand destruction if it continues"
X Link @AJacksonHole 2025-10-05T15:36Z XXX followers, XXX engagements
"@DanielTNiles In the Bloomberg interview Brockman hinted that they see AMD chips useful for inference. Also seems like the workload diversity carves out a space for AMD. Maybe Nvidia loses some market share but I think folks are still underestimating the TAM"
X Link @AJacksonHole 2025-10-06T21:02Z XXX followers, 3223 engagements
"$DAL Deltas premium offerings are only 30%-40% corporate. The majority is leisure. K-shaped economy"
X Link @AJacksonHole 2025-10-10T18:40Z XXX followers, XX engagements
"@The_AI_Investor Dgx going to mars"
X Link @AJacksonHole 2025-10-14T02:41Z XXX followers, XXX engagements
"@mvcinvesting Yes true test will be 2026 X years of hopper. We will see if $CRWV writes down or not"
X Link @AJacksonHole 2025-10-07T01:05Z XXX followers, 2088 engagements
"Wow Tether owns $8.7B of gold bars held in a Zurich vault. $USDT"
X Link @AJacksonHole 2025-10-03T16:22Z XXX followers, XX engagements
"@The_AI_Investor It's effectively a rebate on their GPU purchases similar to Nvidia. Different mechanism but supplier is subsidizing"
X Link @AJacksonHole 2025-10-06T18:48Z XXX followers, 7345 engagements
"@RealJimChanos The cantor report is whack agreed. But still believe in the colo biz. Capable power is the constraint"
X Link @AJacksonHole 2025-10-14T16:05Z XXX followers, 2025 engagements
"@yieldsearcher Showing the world what you get if you are geopolitically alignedand what you dont get if youre not. Bessent gonna cram stablecoins so far down the Eurodollar markets throat"
X Link @AJacksonHole 2025-10-16T02:32Z XXX followers, XXX engagements
"$DAL Delta sees premium cabin overtaking main cabin revenue soon"
X Link @AJacksonHole 2025-10-10T17:55Z XXX followers, XX engagements
"$DRI: Seeing 3-4% inflation in commodities driven primarily by beef"
X Link @AJacksonHole 2025-10-04T17:36Z XXX followers, XXX engagements
"$DRI: We are seeing lower preference for alcohol across our restaurants"
X Link @AJacksonHole 2025-10-05T16:50Z XXX followers, XXX engagements
"Wow $CZR Caesar's Entertainment is trading at 2017 levels"
X Link @AJacksonHole 2025-09-17T14:34Z XXX followers, XX engagements