Financial Sector Lead | AI Supply Chain Analyst | Traditional Finance + Crypto Energy Expertise Applied to Semiconductor Equipment, Memory & Data Center Power
Joined March 2022
- Tweets1.1K
- Following1.9K
- Followers393
- Likes13.9K
Sean Ryan retweeted
“Yeah they call it GPU financing, T. You take out loans to buy these things that sit inside data centers. The crazy part is that the guy giving you the loan is also the one you pay for the GPU. I am telling you we need to get in on this”
Sean Ryan retweeted
He is not broke. He is just waiting for Jevon’s Paradox to play out so his AI stocks can recover back to all time highs again
Jason has learned nothing and forgotten nothing
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
Sean Ryan retweeted
54 years ago tonight, October 26, 1972, the Boston Garden scene in “The Friends of Eddie Coyle” was filmed during an actual Bruins-Blackhawks game. Chicago won 6-3.
The only fake part? The organ music.
It was added in post-production because legendary Garden organist John Kiley hated hockey so much he'd leave for coffee during games.
When the Jacobs brothers bought the Bruins and Boston Garden in 1975 for $10 million, they finally made him stick around and play. 🎹🏒
Sean Ryan retweeted
🚨New: Our Head of Research @stevehou breaks down the implications of @nebiusai’s new dynamic pricing for spot/preemptible GPU compute.
silicondata.com/blog/gpu-spo…
Sean Ryan retweeted
Nvidia: We're guiding to 70% revenue growth next year. There's incredible AI demand for 100% growth, but we can't supply it.
Google: Everyone wishes they had DOUBLE the compute capacity right now. There's so much AI demand.
Bloomberg/FT: There's a $500 million market-cap Korean neocloud no one has ever heard of and it traded poorly on its IPO first day. AI IS DEAD. EVERYONE FREAK OUT AND PANIC!
Sean Ryan retweeted
Lmao Lao Tzu reincarnated as a hockey goalie. So good. "The past is dead, there's nothing for you there"
Sean Ryan retweeted
Life should be lived like EBITDA adjustments
It should always be positive, and sometimes, completely delusional
Sean Ryan retweeted
Palmer Luckey says companies are exaggerating the cost of American manufacturing to justify staying in China: “They don’t want to admit that it is a choice.” 🇺🇸🇨🇳
“I don’t have a lot of sympathy for people who pretend that manufacturing in the U.S. is this impossible, order-of-magnitude problem. A lot of it is very self-serving.
They want to justify why they’re in China. They want to justify why it’s OK for them to stay in China. They know that when sanctions hit as a result of a potential Taiwan conflict, they want to say, ‘Nobody could’ve predicted this, and I had no choice anyway.’
They don’t want to admit that it is a choice.
If Chinese subsidized steel is a third of the price of American unsubsidized steel, a tariff isn’t going to work. But if the price difference really is 30%, then a tariff could bring the American steel industry back.
It’s critically important to get this question right, and there aren’t enough people talking about it.”
"Lotus Notes and pre-Reg FD"
LMAO
I feel seen
Sean Ryan retweeted
The extent of debanking is way beyond anything that I knew about.
Conservatives need to hire some libs to help with protest chants because the best I got was:
👏 HEY HEY
👏 JP MORGAN
👏 PLEASE DONT CLOSE MY CHECKING ACCOUNT
👏 YOU DIPSHIT
EXCLUSIVE! Debanking report is out. Read how JP Morgan, Wells Fargo and other major banks closed bank accounts and refused credit to MAGA, pro-life groups, conservatives, gun businesses, and other "disfavored" groups based on their political, religious, and social beliefs. Accountability next.
nypost.com/2026/10/14/us-new…
Sean Ryan retweeted
Technical moats are mostly over at this point. If you’re building something that is meant to be durable, the only moats now are:
• Proprietary data
• Network effects
• A physical component
• A “physical” component
• Blackmailing your competitors
• Proprietary devices that can run hundreds of comprehensive lab and disease tests from just a single drop of blood
• Ransom notes
• Selling $2 for $1
• Selling $5 for $1 (investors HATE this 1 trick!!)
• FTXing around and finding out
• Having a sick logo
• Raising $1B and using $999M of it to sue all of your competitors
• Having a cool podcast (3 listeners)
• Racketeering
• Having a logo that’s so offensive that people report your company to the local news and you go viral
Sean Ryan retweeted
Everyone was skeptical until Nixon launched into the greatest version of "Great Balls of Fire" anybody had ever heard.
