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pillwaz

@willpaz_

Sr AI & Data @dexerto Lifelong gamer, dad, builder, investments

Canada Beigetreten Temmuz 2020
575 Folgt417 Follower
pillwaz
pillwaz@willpaz_·
and $VIVO as my energy risk exposure
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pillwaz
pillwaz@willpaz_·
Probably gonna sit heavy cash until after IPO season unless something else changes. I don’t have the alpha, brain, or skills to navigate the short term volatility. I’ll continue to hold my conviction plays $PENG, $MDA, $OUST, $NBIS and hang out until better weather.
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pillwaz
pillwaz@willpaz_·
$PENG carrying me today hard
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pillwaz
pillwaz@willpaz_·
Adding to $MDA at $40, will continue to add if it dips into high $30's
pillwaz@willpaz_

The SpaceX IPO fear + continued space interest is going to push alternative space stocks up as long as (1) real orbital Data Center deliveries start happening and (2) macro continues being bullish. I like $MDA for the lower multiple, Canadian discount, legacy status, and history of execution with satellites. That said, fears include a larger space sell-off, more rockets blowing up on TV, etc... I might eat some pain in the short term but I'm happy with a low $40's average cost. $RKLB, $RDW, $BKSY, $SPIR, $PL

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pillwaz
pillwaz@willpaz_·
I like $AIB in this range to start adding, im sure it can dip back towards the low $2 range but I think this will historically look like a good spot. Timelines are still long so not looking for a quick turnaround, just a nice DCA over-time type play.
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Hubert Thieblot
Hubert Thieblot@hthieblot·
Anyone who surfed the early web between 1995-2010. What’s the one website/app you still think about?
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pillwaz
pillwaz@willpaz_·
@Nerd_0ne the timing on this worked out well haha
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Nerd🤓
Nerd🤓@Nerd_0ne·
Added more $OKTA
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pillwaz
pillwaz@willpaz_·
this indeed. All the money raised in blockchain in 2017 - 2023 came with the expectation that crypto companies would find a way into the economic value chain, most of them failed. They don't need foreign L1's, oracles, or any other integration partners. Most companies/banks that want to add crypto can do it in months with in-house + external developers. Blockchain is a feature, a way to move data around. AI has immediately aligned itself with revenue generating activities and will continue to capture all of that "future tech" investment that Web 3 was supposed to be. As someone who spent years in blockchain raising funds, building, marketing, and selling.
Quinten | 048.eth@QuintenFrancois

Almost all money is rotating into AI Upcoming SpaceX, Anthropic and OpenAI IPO are sucking liquidity and capital out of crypto

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pillwaz
pillwaz@willpaz_·
The SpaceX IPO fear + continued space interest is going to push alternative space stocks up as long as (1) real orbital Data Center deliveries start happening and (2) macro continues being bullish. I like $MDA for the lower multiple, Canadian discount, legacy status, and history of execution with satellites. That said, fears include a larger space sell-off, more rockets blowing up on TV, etc... I might eat some pain in the short term but I'm happy with a low $40's average cost. $RKLB, $RDW, $BKSY, $SPIR, $PL
pillwaz tweet media
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pillwaz
pillwaz@willpaz_·
@_Fahimster Assuming we see another round of dilution and they sign a key tenant probably around the $7 - $12 mark but it's hard to tell.
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Fahim
Fahim@_Fahimster·
@willpaz_ What price you expect to see AIB if they manage to execute
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pillwaz
pillwaz@willpaz_·
Going to be taking some damage on $AIB this morning post dilution - I went through a similar experience with $DGXX and sold out because I didn't like how management handled it - that ended up being a mistake. Today I decide if I'm going in heavy or not.
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pillwaz
pillwaz@willpaz_·
Reminder that $VLN SVP of Product (Edo Cohen) chairs the Physical AI Birds of a Feather (BoF) group which includes $INTC $SONY Samsung $NXPI $TXN and more...
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Alex
Alex@alexdbanks·
🚨 $MDA awarded contract by BAE Systems to design and build antennas and antenna control electronics for the US Space Force’s MEO Epoch 2 missile warning constellation. Contract has been added to their $3.7 billion dollar backlog in Q1.
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Nerd🤓
Nerd🤓@Nerd_0ne·
Still holding. $80 by earnings
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