@TradexWhisperer Checked👀spotted a blue candle in weekly chart 🔵
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To.the.mooooon
1.3K posts
The company that manufactures every chip that powers AI, data centers, smartphones, every HBM controller and every advanced logic chip that matters will eventually be worth more than any of them.
$TSM is destined to become the number one company in the world by market cap.
Trade Whisperer@TradexWhisperer
If $NVDA wins, $TSM wins If $AVGO wins, $TSM wins If $MU HBM wins, $TSM wins If $SNDK HBF wins, $TSM wins If $AMD AI chips win, $TSM wins If $QCOM silicon win, $TSM wins If $AAPL silicon win, $TSM wins If hyperscalers ASIC wins, $TSM wins Is that clear enough? TSMC All In
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Now we have all the time in the world, we don’t need to rush for anything.
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在悲觀痛苦絕望下加倉。
但不要執著於一定要在最低點加倉，因為當市場真的觸及底部之時，全世界都會告訴你經濟要崩潰了要踏入寒冬了這次更慘了。
你只能靠自己的judgement📊
$TSLA $NVDA $MU $GOOG $RKLB $ASTS $AMZN
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Elon Musk 宣布 Terafab計劃要自己造芯片。
網上一堆人看空🚫
沒所謂，要認為一個全新的事情會失敗是很容易的。
你可以在想當年說電車會失敗，亦可以繼續看空自動駕駛、機械人等全新事物。因為對看空者來說，看空是沒有成本的，亦不會因為那些事情成功了而損失什麼。
你我要做的，就是在認知差或市場沒有共識的時候，為自己的投資buy time🔄
共識差距愈久，你愈有更多時間累積。
以上。
$TSLA
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To.the.mooooon أُعيد تغريده
$MU The market is pricing in a disaster that hasn't arrived.
Micron is trading at ~10x Forward P/E with a PEG of 0.6. At these levels, investors are being compensated as if a full-blown chip demand collapse is imminent. It isn't. That gap between fear and fundamentals is where opportunity lives.
And the structural story keeps getting stronger.
We are entering the Era of Inference. Every AI query, every real-time model response, every agentic workflow, none of it runs without memory. You can't build and scale context without memory.
If Micron keeps delivering over the next few quarters, the market will eventually have to reprice the story.
The pessimism is the opportunity.
I've spoken.
Trade Whisperer@TradexWhisperer
$MU AMA: The Best Two Questions (Related) "How could Micron avoid the age old cycle of capacity expansion-over supply-ASP collapsing?" @yizheng95 "It seems natural that acceptable P/E ratios will expand. What are your thoughts on this?" @melone3710 My Refined Answer: Micron is transitioning from cyclical commodity memory (DRAM/NAND) to a premium, AI-centric platform with HBM, CXL, and SOCAMM, brand new products that never existed before. This gives far more wafer-allocation flexibility, flattening booms/busts and justifying PE expansion beyond historical foward single-digit valuations. AI are much more memory hungry than any other tech invention and right now it's mostly enterprise demand. The consumer demand hasn't even kicked in, YET and with rate cuts in the next few years, the consumer demand will also go up. Why Now Different? More Robust Porfolio Legacy: DRAM + NAND → Consumer + Enterprise mix → Limited flexibility, sharp cycles. New Reality: HBM (high-bandwidth for AI GPUs) + CXL (memory pooling/expansion) + SOCAMM (efficient AI-server modules) → Heavy enterprise/AI focus → Much higher margins and agility to shift production. Broader portfolio lets Micron redirect wafers from softening areas (e.g., consumer NAND) to Regular Enterprise NAND or HPC HBM AI without big ASP hits → More stable earnings. Thesis: Cycle Flattening = Valuation Upgrade: More memory for you but also for 8 billion people on earth: Your lifelong AI companions or agents will need to remember decades of inquiries so when you ask about a travel or a problem, they should be able to access your travel inquiry made 15 or 30 years ago in a similar location and formulate the best suggestion based on all the context available (memory). Now multiply that by 8 billion people on earth. AI Inference will not just demand more memory but it will demand a unprecedented transformation in the memory industry overall. What's up with HBM? -HBM TAM is exploding: ~$35B in 2025 → ~$100B by 2028 (40% CAGR, two years faster than prior forecasts). -Micron's entire 2026 HBM supply is sold out (including HBM4 in volume production early), with multi-year contracts locking in pricing/visibility. -HBM consumes 3-4x times more wafer per bit. -Memory is hardware and not software so we can't make more memory in just weeks. We have to build new fabs and that can take 5 to 10 years. So good luck waiting for 3-4x more fabs "all of the sudden." Like every real AI enablers, 20–25x+ forward P/E isn’t just acceptable; it’s inevitable.
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Just gonna leave it here and revisit again in few years
market participant@undrvalue
What if hyperscaler capex is generational moat building from disciplined capital allocators
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Buying $MU when they are trying to make HBM4 is like buying $AAPL when they launched iPhone 4.
Few.
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The FOMO Trap — Did You Really Miss Out? $RKLB
You scroll through social media. Everyone is bragging about their Rocket Lab gain 🚀
We’ve all been there. FOMO (fear of missing out) makes you believe that if you don’t buy now, you’ll never get another chance.
But pause for a moment: are you buying conviction, or are you buying hype?
Chasing tops is often the beginning of losses. Many investors rushed into peaks, only to get trapped in the crash. Rocket Lab’s surge today could just as easily turn into tomorrow’s risk.
The real winners aren’t the ones flexing screenshots online. They’re the ones who built conviction before the hype, grounded in research and patience.
FOMO is the most common retail trap.
Don’t buy someone else’s excitement. Buy your own conviction.
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@elonmusk @MarioNawfal Are you buying another billion dollars of Tesla stock this year?
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@MarioNawfal I have not sold stock for about 3 years and bought a billion dollars of Tesla stock last year
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有人喜歡通過判斷確定性去賺錢，而有人則喜歡通過不確定性去賺錢。兩者看似都是尋找絕對值，但其實更容易賺到大錢的，是通過判斷別人的不確定去建立自己的確定性。
Take advantage of the impossible to be inevitable.
#polymarket
@Polymarket
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To.the.mooooon أُعيد تغريده
Just created @chillguyagent, a test AI agent that sent @taylorswift13 0.0013 ETH - without even knowing her wallet address.
That’s right - the agent didn’t need Taylor’s wallet. All it needed was her Twitter handle in order to send the tokens.
This is made possible by a powerful action called "plugin-social-wallets" that the Azuki dev team is contributing to the @ai16z repo. This enables AI agents to send crypto to any Twitter user, even if they've never used crypto before.
Now imagine all AI agents in the future being able to seamlessly distribute tokens to people on social media in order to achieve its goals.
Imagine @aixbt_agent sending $CHAOS to its followers. Imagine @0xzerebro sending $ZEREBRO to fans on Tik Tok who listen to his songs.
This is a huge step for onboarding and a major unlock for agents to reward devs, creators, artists, community builders, and more.
The tech actually extends beyond just AI agents. It will enable anyone to send crypto to any user - all that's needed is a social handle.
So how does it work?
The plugin currently uses Privy's pre-generated wallet feature to create wallets for any user, and can easily be extended to include other privy-supported logins like Tik Tok/IG.
In the future, the data source could be replaced with an onchain social registry that anyone can opt into themselves to link their socials to a wallet, using TEE-verified oauth. With a reserve vault smart contract layer on top of that, this could hold tokens sent to users that haven't signed up yet and then easily be claimed on signup.
If crypto is the language of agent transactions, bridging their agency to the real world isn’t just inevitable, it’s essential. Outside of the agents usecase, the ability to tip tokens to any creator without platform fees or onboarding headaches will be a game changer.
Azuki's vision is to inspire an open anime universe, and this plugin is a step toward unlocking endless possibilities. Imagine anime characters as agents, launched by creators and collectors in the community, contributing to collaborative storylines, interacting with fans, and transacting with one another. This could spark entirely new forms of meta games, stories, and economies - all driven by the creativity of the Azuki community.
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To.the.mooooon أُعيد تغريده
To.the.mooooon أُعيد تغريده
FTX will begin distributing $16B in cash to creditors by March 2025
These are people who have been sidelined since the FTX collapse
Imagine if that money (or part of it) flows back into #crypto
You are not bullish enough
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@calvintsaikm #link
Any suggestion of the indication to sell? Thanks
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To.the.mooooon أُعيد تغريده
Why is altcoin season delayed?
Compared to the last cycle, the nature of capital flowing into #Bitcoin has shifted. The current Bitcoin rally is primarily driven by demand from institutional investors and spot ETFs.
Unlike crypto exchange users, institutional investors and ETF buyers have no intention of rotating their assets from Bitcoin to altcoins. Moreover, as they operate outside of crypto exchanges, asset rotation becomes inherently less feasible. While institutional investors might allocate funds to major altcoins via ETFs or investment vehicles, minor altcoins still rely on crypto exchange users to buy them.
For altcoins to reach a new all-time high market capitalization, they will require a significant influx of fresh capital to crypto exchanges. The altcoin market cap below its previous ATH indicates reduced fresh liquidity from new exchange users.
If Bitcoin retail FOMO reignites, exchange user activity might increase, potentially setting the stage for an altcoin season. However, Bitcoin's future growth is expected to come from ETFs, institutions, and maybe govts, rather than retail traders on crypto exchanges.
Altcoins should focus on developing independent strategies to attract new capital rather than relying on Bitcoin's momentum.
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To.the.mooooon أُعيد تغريده
when people say "when degens get crypto rich they're gonna buy NFTs to flex" it's not just words
seen this story so many times (and it was me in 2021!)
punks are forever
congrats chris!
chris ° ◹◺@chrisostoich
Acquiring my first Punk was not on my bingo card for this year… but here we are. Owning this piece of history has been a goal since I got into crypto. I can’t believe it’s real. Ty @punksOTC for the assistance (and to Fartcoin for going up a lot) Finally. #2410 is home.
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