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[@wayne_nelmz](/creator/twitter/wayne_nelmz)
"this really isnt good for $ORCL as GPU-as-a-service providers continue to try to undercut one another on pricing compute buyers will become more price sensitive and the gross margins of hyperscalers will continue to shrink"  
[X Link](https://x.com/wayne_nelmz/status/1980253653169521021) [@wayne_nelmz](/creator/x/wayne_nelmz) 2025-10-20T12:43Z XX followers, XXX engagements


"@StockMKTNewz $GOOG is really poised to succeed. the great thing is that they dont have to put any capex on their own balance sheets which allows them to act purely as a middle man"  
[X Link](https://x.com/wayne_nelmz/status/1980774533532422430) [@wayne_nelmz](/creator/x/wayne_nelmz) 2025-10-21T23:13Z XX followers, 2147 engagements


"@buccocapital @tylermacro10 everyone knows that OpenAI will spend like a kid who stole their parents credit card. of course these companies will be worth more"  
[X Link](https://x.com/wayne_nelmz/status/1981064831705706943) [@wayne_nelmz](/creator/x/wayne_nelmz) 2025-10-22T18:27Z XX followers, XXX engagements


"absolute insanity. $ORCL is now committed to joining OpenAI in their over-leveraged exposures to the future demand for compute (read: prices of GPU leasing)"  
[X Link](https://x.com/wayne_nelmz/status/1981510408159498486) [@wayne_nelmz](/creator/x/wayne_nelmz) 2025-10-23T23:57Z XX followers, XXX engagements


"@zerohedge prediction: cheap buying opportunity. $INTC is deeply tied with $NVDA now in the neocloud / datacenter value cycle"  
[X Link](https://x.com/wayne_nelmz/status/1981759099088818188) [@wayne_nelmz](/creator/x/wayne_nelmz) 2025-10-24T16:26Z XX followers, XXX engagements


"here's my take on why @sama announced OpenAI's entry into adult content last week (and ChatGPT Atlas): as a business OAI is overlevered. they have promised $billons in future payments in order to *literally* force the market build them their data centers and provide them GPUs if OAI cant afford these payments in 2030 they simply lose so what do they do they have to make sure that consumer demand continues to grow exponentially with the development of compute resources. if one can't keep up with the other the house of cards falls. expect OpenAI to try to integrate ChatGPT into everything you"  
[X Link](https://x.com/wayne_nelmz/status/1981820586713092169) [@wayne_nelmz](/creator/x/wayne_nelmz) 2025-10-24T20:30Z XX followers, XXX engagements


"@zerohedge how about i run for prime minister it literally cant get any worse"  
[X Link](https://x.com/wayne_nelmz/status/1981828463486255287) [@wayne_nelmz](/creator/x/wayne_nelmz) 2025-10-24T21:01Z XX followers, XXX engagements


"thought i wasnt gonna see u ever again welcome home 🥺 hope san diego treated u well @OrnnExchange"  
[X Link](https://x.com/wayne_nelmz/status/1981850441265869142) [@wayne_nelmz](/creator/x/wayne_nelmz) 2025-10-24T22:29Z XX followers, XXX engagements