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@sonicwave "@HedgieMarkets Solely using $20bn ai revenue to support spending is incomplete enterprises and sovereigns spend billions too Each nvidia chip generates 10x revenue. Try running out the math. If that relationship holds then it should seem plausible"
X Link @sonicwave 2025-10-13T22:49Z XXX followers, XXX engagements

"@d_goodspeed Mahomes over Baker any day"
X Link @sonicwave 2025-10-13T23:29Z XXX followers, XX engagements

"@AndrewCurran_ If they hit $25bn arr then thats another openai in the making or another $500bn in the making"
X Link @sonicwave 2025-10-15T22:09Z XXX followers, XXX engagements

"@AdamBLiv Bitcoin returns are eroding over time won't persist at 30%. On a risk adjusted basis the bitcoin here has underreturned s&p500. Putting twice the principle also totally complicates the Math. I hope no one follows through with your advice. You also forgot taxes in your math"
X Link @sonicwave 2025-10-14T14:55Z XXX followers, XXX engagements

"@thmsonline Many hires will come from other co's here like $qcom $googl etc"
X Link @sonicwave 2025-10-13T23:20Z XXX followers, XXX engagements

"@JaguarAnalytics The fiat money argument isn't holding up with oil in an abyss btc coming down from the mountain and gold soaring into the skies. No synchronous movment here"
X Link @sonicwave 2025-10-15T22:16Z XXX followers, XX engagements

"@StockShark16 Today was alarming with nvidia declining and amd soaring"
X Link @sonicwave 2025-10-15T22:14Z XXX followers, XX engagements

"Hard for PRC to have negotiating leverage with your largest trading partner when your inflation is deflation and your retail sales growth is not robust $spx $spy $dia $vix $vxn $sox source: trading economics"
X Link @sonicwave 2025-10-10T18:45Z XXX followers, XX engagements

"@mrSmithJack1 @Mayhem4Markets GQG partners has a nice AI bubble report too; Cisco Microsoft IBM Intel Lucent Oracle Nokia AOL all had nice earnings too"
X Link @sonicwave 2025-10-04T02:38Z XXX followers, XXX engagements