{"id":"2028990731747049785","url":"https://x.com/cryptopunk7213/status/2028990731747049785","text":"yeah so this is insane\n\n 24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck\n\n- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol\n\n- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)\n\n- added $300M to his corweave position totalling $700M (someones gotta run those gpus)\n\n- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now) \n\n- dumped $100Ms of NVIDIA and Intel positions.\n\n- aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer)\n\n- fund up $1.5B in the last 3 months (+35% last quarter)\n\n- now owns 10% of core scientific (levered bet on coreweave 😂) \n\nHe outperformed the S&P500 8X in the funds first 6 months. fucking goated.","author":{"name":"Ejaaz","username":"cryptopunk7213","avatarUrl":"https://pbs.twimg.com/profile_images/2028549983431987200/A0a062o__200x200.jpg"},"createdAt":"Wed Mar 04 00:27:41 +0000 2026","engagement":{"replies":451,"retweets":1096,"likes":19761,"views":9678509},"media":{"photos":[{"url":"https://pbs.twimg.com/media/HChsUUkawAA85c0.jpg?name=orig","width":1179,"height":1117},{"url":"https://pbs.twimg.com/media/HChsUUHWwAEznVa.jpg?name=orig","width":1440,"height":960}],"videos":[]},"adhxContext":{"savedByCount":1,"publicTags":[],"previewUrl":"https://adhx.com/cryptopunk7213/status/2028990731747049785"}}