Swiftie
1.1K posts





Layer 1 vs Layer 2 scaling Learn how blockchains scale Read more 👇 binance.com/en/academy/art…



where i mentally is after clocking out and not checking work messages











I confused denial with conviction and somehow ended up $292,684.85 in profit. Bought $BB in 2021, forgot it existed, and apparently the market rewarded me for not checking my account. I wish there was a smarter explanation.

Jensen literally keeps telling the market the same thing: AI is not just a GPU trade anymore. The next money is in the layers Nvidia made necessary: Layer 1: Power / Grid $BE $GEV $VST $CEG $CCJ $ETN $PWR Layer 2: Chips / Memory $NVDA $AMD $AVGO $MRVL $MU $SNDK $TSM $ASML Layer 3: Data Center Infrastructure $DELL $HPE $ORCL $VRT $ANET $APLD $IREN Layer 4: Cloud / Models $GOOGL $MSFT $AMZN $META $TSLA Layer 5: Enterprise AI $PLTR $NOW $SNOW $DDOG $NET $CRM The obvious trade was buying the GPU winner. The harder trade now is figuring out which layer is still early and which names are already being used as exit liquidity.



Thank you Jensen! $MRVL









