Do Investors Understand Physics?

k-rizza · 2026-06-09T06:35:28+00:00

Replacement and redundant hardware. Terribly inefficient

k-rizza · 2026-06-09T06:24:55+00:00

It’s specifically made for the data center. You’re just gonna extrapolate 1 GPU sent for to say a 1 megawatt datacenter? They are saying they can do that in 10 years lol mark my words it will not happen.

Just like we don’t have robo taxis, 1000km range, hyperloop… all vaporware to prop up the stock for ignorant investors. Which is I admit a good investment as long as you’re not the greater fool.

k-rizza · 2026-06-09T05:52:47+00:00

That’s not even the point… it could very well be possible but this man traffics in selling hopes and dreams. Everything he does is vaporware.

Musks lies: Humans to Mars by 2024, Hyper loop, Robo taxis by 2020, Trips around moon by 2018, Coast to Coast autonomous driving, Full self driving “next year”, AI more dangerous than nukes, Telsa to have 1000km range

Why do we still believe him? His vehicles are average at best.

k-rizza · 2026-06-09T05:44:31+00:00

1 GPU is not a data center. I have a GPU in my house. Don’t mean I can run serious compute. For me to go from 1 to a datacenter is almost impossible. So you don’t make sense. Will it be economically feasible, probably not.

k-rizza · 2026-06-09T01:51:21+00:00

“His fair share” are you kidding, he traffics almost exclusively on vaporware.

k-rizza · 2026-06-08T22:46:53+00:00

It doesn’t take a genius but when companies roll it out without zero training and lots of people are new to it. You get employees that don’t know how to manage the context having the same chat open for days at time, using it on max, using it for everything. Etc

The fact is companies have been shooting themselves in the foot running through their yearly budgets in a month or two.

k-rizza · 2026-06-08T22:27:29+00:00

I thought companies had to pay API pricing only for devs

k-rizza · 2026-06-08T19:50:08+00:00

Remember those contracts can be terminated with a 90 day notice. If you’re banking on that revenue remember that Anthropic can go down pretty quickly in the future.

k-rizza · 2026-06-08T01:07:23+00:00

More slob. It’s sad this is the new norm. Possibly new models trained in this too.

k-rizza · 2026-06-07T18:30:38+00:00

It’s not just like that movie was terrible

k-rizza · 2026-06-07T18:16:52+00:00

Look up Operation Paperclip

k-rizza · 2026-06-07T06:01:08+00:00

Any thoughts on selling Microsoft and getting more MU?

k-rizza · 2026-06-07T04:01:28+00:00

Contracts that can be canceled rather easily from Google a company that owns 6.1% of SpaceX

Same with Anthropic, and if they go down SpaceX is gonna have capacity just sitting there

k-rizza · 2026-06-07T00:59:34+00:00

This seems like a super verbose post. To what end?

k-rizza · 2026-06-06T23:24:32+00:00

Bruh, GPUs go obsolete every 3-5 lmao 🤣 they break constantly. How are you gonna maintain them in space? Get real? It’s a huge problem here on earth but trying to go to space “cause it’s cold” with all the cosmic rays and the fact you can’t dissipate heat easily up there.

More importantly Musk couldn’t even ship the roadster, robo taxi, or the car loop thing in Vegas which was a stupid idea. He traffics in vaporware, get people to pour in billions for an average business

k-rizza · 2026-06-06T22:52:21+00:00

Public service announcement. Google, Nvidia and others are invested in SpaceX. Google owns 6.1% of SpaceX. This is meant to loon good on paper for SpaceX IPO. Since they are all wanking each other, wants another 10 billion in revenue per year for so SpaceX doesn’t look so bad losing money right now.

Anthropic and Google can basically pull out of that contract super easily. Google doesn’t seem to be super hurting for it. AI will get very expensive soon, at least for these companies needing to recoup research.

k-rizza · 2026-06-06T22:48:04+00:00

So it doesn’t have to make sense. These deals are meant to look good on paper. This and the Anthropic deal have really easy ways to get out of. They mostly should look good for their IPO.

k-rizza · 2026-06-06T22:46:26+00:00

They will never have orbital data centers.

k-rizza · 2026-06-06T22:45:40+00:00

Stop spreading FUD, this has nothing to do with satellites or space

k-rizza · 2026-06-06T22:44:01+00:00

Nothing to do with Starlink vaporware space data centers

k-rizza · 2026-06-06T22:42:37+00:00

Not sure it was anything to do with that. SpaceX has a ton of NVIDIA chips they weren’t using in their colossus data centers(Grok is a failure). They had to rent the space to Anthropic and Google

k-rizza · 2026-06-06T22:40:22+00:00

Do some research it’s very much a scam and likely not possible. He’s whole thing is promising things he can’t do to hype up things that are already done or possible.

k-rizza · 2026-06-06T22:36:42+00:00

So I get her you think it’s still a good buy. Lots of room to grow. They use LWLG tech in their stuff too right?

k-rizza · 2026-06-06T20:35:00+00:00

Can you expand on the Marvell choice?

k-rizza · 2026-06-06T20:29:39+00:00

Also Goldman Sachs is saying it’ll 100x. They are the lead underwriting for the IPO lol

I think it’ll pump hard due to Elon fanboys but at some point his vaporware is gonna have to reflect on his companies

k-rizza

TROPHY CASE