Waste Management Consultant. investor📈. Insights into fight sports, sports business and finance
North Caldwell, New Jersey
Joined January 2019
- Tweets6.4K
- Following1.7K
- Followers16.7K
- Likes14.1K
Pinned Tweet
Get 3 months of Full Self-Driving (Supervised) or $400 off Solar Panel installation with my referral link. $TSLA. @tesla. ts.la/brian912617
This is how innovation dies. She is not a technologist. Nvidia will become Boeing. She's an MBA from a fallback school for rich kids- SMU. Unless Jensen committed treason, he needs to stay and dig himself out of this like a proper man.
Some $NVDA board members are reportedly backing CFO Colette Kress as a potential interim CEO if Jensen Huang is forced to step down, according to Semafor.
For those unfamiliar with Kress, she’s been NVIDIA’s CFO since 2013 and has more than three decades of experience in the technology industry. Before NVIDIA, she spent 13 years at Microsoft, including leading finance for its Server and Tools division, and later held a senior finance leadership position at Cisco. She also previously worked at Texas Instruments.
What’s particularly interesting is that Kress has been at NVIDIA throughout its transformation from a gaming GPU company into the dominant force in AI computing. She’s helped oversee the company’s financial strategy during one of the largest growth periods in technology history and has extensive experience communicating with Wall Street.
I can understand why some directors would favor her as an interim replacement. She knows the business, understands NVIDIA’s customers and financial operations, and would likely provide some stability during a very uncertain period. But I still believe replacing Jensen would be an enormous mistake. Kress is an incredibly experienced executive, but managing NVIDIA’s finances and leading the company’s technological vision are two completely different responsibilities.
Personally, I’d much rather see Jensen remain CEO, or at the very least retain a major leadership role as chairman, than watch NVIDIA lose the person who helped build its entire AI ecosystem.
3
23
1,077
FrontRowBrian™ 🇺🇸 ₿ retweeted
Undefeated Da’Mazion Vanhouter faces Michael Essomba on December 11th! Vanhouter is the best American heavyweight prospect on an 8 fight KO streak and Essomba has a 90% knockout rate and has never been finished.
#FuryJoshua is LIVE on Netflix on December 11th!
FrontRowBrian™ 🇺🇸 ₿ retweeted
He slept with some women, who cares? He built the largest company in the world, is what he did! He was a brave Taiwanese engineer, and in this house, Jensen Huang is a hero. End of story!
FrontRowBrian™ 🇺🇸 ₿ retweeted
We randomly found a Pizza Hut Classic in no where Indiana. I might move here.
We need our birth rate to get better. I think this helps. She looks like she is doing a good job.
If you were a mom or dad with young boys or girls in your family, how would you feel about your waitress’s outfit if she were dressed like this one? 👇
A mother shared a post and felt conflicted.
“Maybe I'm old-fashioned, but when I'm taking my family out to eat, I expect the staff to look appropriately dressed for a restaurant.
I'm not saying she was doing anything wrong, and I certainly don't want to judge her personally. But the outfit was noticeable enough that it became part of the dining experience for me.
Maybe times have changed and restaurant dress codes have simply become more relaxed.*So I have to ask: Am I being too sensitive, or should restaurants still have some standards for what servers wear?”
Be honest - would this outfit bother you if you were dining with your family?
3
29
2,121
FrontRowBrian™ 🇺🇸 ₿ retweeted
Da'Mazion Vanhouter is hitting the BIG STAGE 🤩
Undefeated Da’Mazion Vanhouter faces Michael Essomba on December 11th! Vanhouter is the best American heavyweight prospect on an 8 fight KO streak and Essomba has a 90% knockout rate and has never been finished.
#FuryJoshua is LIVE on Netflix on December 11th!
Tremendous line up.
Zero fighters other than AJ associated with Edward Hearns. TKO and Sela/Turki showing who is actually running the show.
NOTHING BUT HEAVY HITTERS 🔥
The all-heavyweight main card for #FuryJoshua is locked. One month to go!
🥊 Tyson Fury vs. Anthony Joshua
🥊 Deontay Wilder vs. Jai Opetaia
🥊 Martin Bakole vs. Solomon Adebayo
🥊 Da’Mazion Vanhouter vs. Michael Essomba
Friday December 11
LIVE only on Netflix
FrontRowBrian™ 🇺🇸 ₿ retweeted
Certain type of person does this kind of behavior and we all know what they’re called
If you have honor, you tell your crew to hang back.
'No one jumps in & don't let anyone jump in"
If you are a coward, you bring your whole crew and jump your opponent.
🎥 by @Home_of_Fight
Lololol.
🚨TWO MORE HEAVYWEIGHT FIGHTS ADDED TO FURY vs JOSHUA @Netflix SUPER-CARD
1️⃣ Tyson Fury 🆚 Anthony Joshua
2️⃣ Deontay Wilder 🆚 Jai Opetaia
3️⃣ Da’Mazion Vanhouter 🆚 Michael Essomba
4️⃣ Martin Bakole 🆚 Solomon Adebayo
UFC probably doesn't rule out Usman over this. They just slow-walk it. He only wants the UFC; if he goes elsewhere they lose nothing. "But Merab v Usman is a mega fight." Merab's 135, Usman's 155, and there's no PPV anymore. Paramount pays the same either way.
Not advocating this but—
If UFC stopped signing Dagestani fighters tomorrow, what changes?
UAE/KSA aren't writing checks for Dagestanis. They're writing checks for UFC. The fighters' clout in the Gulf is real, but it's borrowed from the brand. Take away UFC & what's left?
That's why I've always supported Chechens over Dagestanis. @KChimaev is a way better human being than all these fake nice guys.
Remember what caused that. What happened before.
And it was rigged. A UFC employee let Conor down the maintenance elevator. A female from Britain. Total inside job. But it was Khabib’s thugs who cornered Lobov at the hotel.
You’re unable to view this Post because this account owner limits who can view their Posts. Learn more
4
19
1,878
FrontRowBrian™ 🇺🇸 ₿ retweeted
Merab literally took on 10 people by himself & won😂
What a fucking legend. I love Merab.
This was premeditated. His buddy was filming. Disgraceful behavior. I don’t know UAE law but hopefully he gets a huge fine. Assault. Inciting a riot. Whatever the hell else. UFC needs to sign him and first fight is Merab. Biggest fight of the fuckin year.
🚨 Usman Nurmagomedov and his friends have been DETAINED in Abu Dhabi after jumping Merab Dvalishvili, according to Ilia Topuria 😳
"Usman has reportedly been detained, along with the cowards who were with him.
And these are the same people who dare to preach about humility and respect? What a disgrace. A bunch of absolute cowards. I always thought you were a bunch of mediocre individuals. Now you’ve removed every last doubt.
Honor, respect, and humility aren’t words you preach. They’re values you live by. And you’ve shown none of them."
FrontRowBrian™ 🇺🇸 ₿ retweeted
$TTWO Grand Theft Auto VI has become the most pre-ordered game in PlayStation Store and Microsoft Store history, with analytics firm Sensor Tower estimating nearly 9.69 million to over 10.3 million digital pre-orders generating nearly $942 million to $1 billion in revenue ahead of its November 19, 2026 release 🤯
FrontRowBrian™ 🇺🇸 ₿ retweeted
🚨 Merab Dvalishvili just got jumped by Usman Nurmagomedov and his crew in Abu Dhabi 😳
"Just two of us... Usman Nurmagomedov and his friends came like snakes from behind. You guys are just sneaky guys, you're not real men."
(via @MerabDvalishvil)
$CRWV : CoreWeave delivers a big Q3 beat and raises guidance. Morgan Stanley maintains Equal-weight and a $70 PT, implying ~44% upside.
The operating story is improving rapidly. The financing story is still the debate.
The quarter:
• Revenue $3.66B, +168% y/y, above $3.56B consensus.
• Adjusted operating income $379M vs. $245M expected.
• Adjusted operating margin 10.4%, up from 1% in Q1 and 5% in Q2.
• 2026 revenue guidance midpoint raised to $13.15B.
• 2026 adjusted operating income guidance midpoint raised 26% to $1.325B.
• Q4 guidance implies a 16.5% adjusted operating margin.
Demand and pricing are extraordinary.
- Management says qualified demand is 10x available capacity through 2027.
- Pricing increased ~25% in July, followed by another 10% later in Q3.
- New 4–5-year contracts are approaching $20–25M in annual revenue per MW. Shorter-term deals exceed $40M/MW.
- Contracted power reached 4.6GW, versus just over 1.7GW active.
- Backlog: $132.5B.
An under appreciated opportunity: the older GPU fleet. Ampere and Hopper pricing increased 30–50% sequentially.
More than 130,000 GPUs come off contract in 2027 and another ~170,000 in 2028.
At current pricing, management believes recontracting could generate nearly $4B in annualized revenue from the 2027 cohort, rising to nearly $10B including 2028.
Potential revenue without new GPU deployment capex.
That's significant for the debate over GPU useful lives and the long-term economics of the neocloud model.
But financing remains the elephant in the room.
Management outlined:
• $6.5B cash/short-term investments
• Nearly $5B undrawn credit capacity
• ~$9B expected customer prepayments and deposits
• Proposed investment-grade financing yielding 7–7.5%
Management believes customer contracts can support financing more than 75% of committed 2027 capex.
Morgan Stanley is encouraged but wants to see the new facilities actually close.
And here's why:
MS forecasts 2027 revenue of $26.7B and adjusted operating income of $4.75B. But also ~$49.6B in capex and NEGATIVE $37.2B in free cash flow.
Takeaway:
CoreWeave doesn't appear to have a demand problem. It has a massive capital deployment and financing challenge.
The operating leverage is becoming visible, and the potential to monetize older GPUs beyond their depreciable lives is especially encouraging.
But contracted demand isn't cash flow, and contracts that support borrowing aren't the same as committed financing.
For $CRWV, the investment debate is shifting from whether customers want the compute to whether CoreWeave can finance and deliver that compute at attractive returns for shareholders.
4
4
992
$CRWV JPMorgan and Morgan Stanley reviewed the same CoreWeave quarter and came away with very different investment conclusions.
JPMorgan: Overweight, $125 PT (+156% upside).
Morgan Stanley: Equal-weight, $70 PT (+44% upside).
Both agree demand is extraordinary and operating economics are improving. The disagreement is over financing risk and how much those future economics are worth today.
The quarter:
• Revenue $3.66B, +168% y/y.
• Adjusted operating income $379M, comfortably above expectations.
• Adjusted operating margin 10.4%, versus 5% in Q2.
• FY26 revenue guidance raised to $13.0–13.3B.
• Q4 guidance implies ~16.5% operating margins.
• Backlog reached $132.5B, with contracted power exceeding 4.6GW.
Where JPMorgan is more bullish:
JPM believes management has outlined a credible plan to fund the 2027 expansion with less than $5B of additional parent-level capital required to deliver existing backlog.
The financing bridge includes:
• $6.5B of cash and short-term investments.
• ~$5B of undrawn credit capacity.
• ~$9B of expected customer prepayments.
• New investment-grade asset-backed financing at an indicated 7–7.5% yield.
JPM also believes CoreWeave can continue expanding beyond existing commitments without materially exceeding that parent-level funding requirement. Morgan Stanley isn't convinced yet.
MS acknowledges the progress but wants to see the new debt facilities actually close. The size and final terms remain uncertain, and capex requirements are enormous.
The financial forecasts also diverge:
2028 revenue:
JPM: $48.5B
MS: $41.0B
2028 adjusted operating income:
JPM: $9.49B
MS: $9.91B
That's interesting. JPM expects ~18% more revenue, but MS actually forecasts slightly higher operating income.
The $55 price-target gap isn't just about who has the more aggressive earnings forecast.
It's also about valuation.
JPM values CoreWeave at ~20x projected 2028 adjusted EBIT. MS uses ~8x estimated 2030 unlevered free cash flow.
Where they agree:
- The older GPU fleet could prove substantially more valuable than originally anticipated.
- Ampere and Hopper pricing rose 30–50% sequentially.
- Recontracting GPUs coming off their original commitments could potentially generate nearly $4B in annualized revenue from the 2027 cohort and nearly $10B including 2028, at current pricing.
- No additional GPU deployment capex required. That has major implications for the debate over GPU depreciation, asset lives and neocloud economics.
Takeaway:
JPMorgan sees a company moving toward self-funding as pricing, margins and GPU reuse economics improve.
Morgan Stanley sees a company whose business is improving but whose growth still requires extraordinary amounts of capital.
Neither bank questions the strength of current demand.
The real disagreement is whether CoreWeave can convert that demand into durable shareholder value without financing costs and capital intensity overwhelming the economics.
JPMorgan is increasingly willing to underwrite that outcome. Morgan Stanley wants proof.
2
606