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[@SouthernValue95](/creator/twitter/SouthernValue95)
"Johns of Bleecker Street announcing they will invest in 10GW of GPU AI infrastructure by 2030 supported by an investment from $NVDA"  
[X Link](https://x.com/SouthernValue95/status/1978536021764583469) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-15T18:58Z 14.3K followers, 71.6K engagements


"Stocks like $NVDA $AMD $ORCL $AVGO may still be reasonable/cheap looking out to 2030 on numbers that assume OpenAI's massive AI infra projects get funded and built but it is also rational for markets to apply very high VC-like discount rates to those out year FCF. OpenAI needing to 15x revenue in 5yrs to fund the buildout is basically VC-type risk and there is significant funding risk at every step along the way as OAI's burn rate is getting worse not better as it grows. This persistent funding risk leaves the AI bull case constantly vulnerable to a system shock like higher rates a recession"  
[X Link](https://x.com/SouthernValue95/status/1979414100548403583) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T05:07Z 14.3K followers, 69.7K engagements


"Spending by other megacaps building AI infra will be correlated to OAI on the up and down. All the downstream industrial and hardware companies benefitting form the AI boom (energy / power / cooling / non-res construction / memory / storage) share some amount of this VC-like risk to 3-5yr forecasts. The S&P XXX global GDP basically all riding on Sama finding a path to $200B by 2030 more or less. It might work out but its terrifying"  
[X Link](https://x.com/SouthernValue95/status/1979414103421604075) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T05:07Z 14.3K followers, 2896 engagements


"What did the referenced $COMP call actually say (source material below) Theyre saying they can get additional $50-75m in opex savings from process improvements in agent productivity engineering productivity and broker support And saying because they have their own platform they can better leverage agentic AI than competitors who are on 3p platforms not that they are reducing 3p software spend"  
[X Link](https://x.com/SouthernValue95/status/1979917128896798762) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T14:26Z 14.3K followers, 2068 engagements


"@LostFundamental @rev_cap Id caution shorting early/mid stages of a bubble. The mega caps are not close to tapped out for capital. Current admin wants buildout bubble to prop up GDP growth. This can keep going for a while"  
[X Link](https://x.com/SouthernValue95/status/1979663048165204331) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T21:37Z 14.3K followers, XX engagements


"Kathie Wood: X% GDP growth will double to X% and thats conservative with zero % inflation or less. Why Robotics Energy storage AI Blockchain Multiomic Sequencing. Incredible levels of confidence for Kathie Wood doing this AGAIN after spectacularly blowing up in 2021 AND missing the next cycle ($ARKK still -XX% below ATH)"  
[X Link](https://x.com/SouthernValue95/status/1978089110771233198) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-14T13:22Z 14.3K followers, 3014 engagements


"Josh - you said here that you read a transcript where a public company was going from XX SaaS vendors to X. The Compass earnings call you are referring to didnt say that - you are quoting your own prior tweet which was an inaccurate summary of the transcript (did you read the whole thing)"  
[X Link](https://x.com/SouthernValue95/status/1979910131136831604) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T13:58Z 14.3K followers, 45K engagements


"You are quoting yourself:"  
[X Link](https://x.com/SouthernValue95/status/1979912165273260519) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T14:06Z 14.3K followers, 3830 engagements


"A job posting for a $CRM system engineer $COMP is hiring for shows they continue to invest in integrating their internal platform with many best of breed SaaS tools like $CRM $HUBS $JEAM (Jira and Confluence) $GOOG workspace $OKTA $ZEN $DOCU"  
[X Link](https://x.com/SouthernValue95/status/1979918005996863628) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T14:30Z 14.3K followers, 3014 engagements


"Cc: @gromitcap for pointing out @wolfejosh was way off base w/ his original 10/9 tweet. Not sure if he was intentionally misleading on stage saying the transcript said $COMP was reducing vendors from XX to X or if he truly internalized that prior inaccurate summary as being source material. Anyways always take pundit views w/ a grain of salt everyone talks their own book and public statements are often more for marketing purposes than to objectively engage and learn on a topic. Always pays to roll up your sleeves and do the work to separate reality from narrative"  
[X Link](https://x.com/SouthernValue95/status/1979920183343878326) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T14:38Z 14.3K followers, 2709 engagements