PaulsPortfolioooo

You got someone going around with a fake profile of yours saying join my telegram. If you didn’t already know

$JBDI 900m merger closed today, 200% cost to borrow and just ran to $10 on this news.

$JBDI 900m merger closed today, 200% cost to borrow and just ran to $10 on this news.

$JBDI 900m merger closed today, 200% cost to borrow and just ran to $10 on this news.

$JBDI new 6-K out just now $900 million merger closed - JBDI closed its $900M acquisition of Glorian Capital (ZYMIX AI social platform, London-based Flicknmix) on Nov 4, 2026 archive.fast-edgar.com/20261…

$JBDI it's Singapore like $OMH it has 2m float like OMH and it has $900m news this morning what more do you need? perfect symp+ news play if this is not enough then I don't know what is

$BE is great

$MERC huge news The Company Has Entered into an Agreement to Effectuate a Balance Sheet Restructuring Which Will Address $1.275 Billion of Senior Notes and Provide $400 Million of Fully Backstopped New Capital to Position Mercer for Long-Term Success

So let me get this straight... The market is selling off AI stocks bc the largest and smartest companies in the world decided to go negative fcf for a few quarters Because they believe investing in AI infra is better than holding cash or buying back their stock Yet the market is selling all the stocks that receive the capital from the largest and smartest companies in the world to build out their AI infra Ok cool, got it Excuse me while I go pile my capital into more AI stocks

He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now. Why? Power is THE binding constraint in AI/SI. Few really have it. Data centers don’t work without power. This is not about promises of power tomorrow. Or forecasted power in 2028. Power TODAY. Chips can’t operate profitably unless installed in a functional data center. If you can install chips, it’s because you’ve solved the power problem. Models aren’t economically viable unless run on cost effective infrastructure which requires a functional data center with low input costs and reliable management. This can’t happen without power. AI/SI ROI doesn’t pencil unless models generate profitable outputs which necessarily needs functional data centers as the critical input. Again, power. Ergo, he who can shape data centers, chips and models together into a tightly coordinated stack is someone who has solved power. Solving power allows you to disproportionately shape AI/SI right now.