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MrKnow
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MrKnow
@mrknowtalk
walk the talk, hand to mouth - i know a bit of everything
Se unió Aralık 2021
307 Siguiendo181 Seguidores

@Staudinger333 @Spaceillionare @bennybigbull Classic rejection at MA20, wouldn't be surprised to see it going all the way here to $60 as the market is low on volume
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Specific to $RKLB, today's candle went as expected.
What I mean by that is we saw an initial pop but it was quickly faded, placing the closing price below the 20 sma once again.
We're also seeing lower highs and lower lows in this current downtrend (yellow dashed lines).
There is also a gap in the volume from here down to $51ish where there is strong support (red line + green rectangle).
This would coincide with a RSI and MACD reset, while the SPX will be close to bottoming at that time as well.
At least this is my analysis and corresponding sentiment at this time.
GL and NFA...

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@growthrapidly Unfortunately MA20 won't be broken that easily. It will send it down and wait MA50 to cross MA200 downwards. Futures will open below MA10 and flush down

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@Mr_Derivatives they trade at same prices too. just no zeros behind for hood. $68
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@nav_dhand But you have the trend line there as support and resistance. Especially the 2nd last red candle and try again on the 2nd green candle.
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@mrknowtalk Yeah, you are right, but I have lost many opportunities by doing this!
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@Mojo_flyin Good that they backout, else the CEO need to name the unknown on who delay the site again. Guess they know when to cut ppl who doesn't know how to be efficient, else coreweave going to get all the blame again
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It's so freaking obvious $NBIS is going to $500. If you don't have Nebius in your portfolio, seriously - wtf are you doing?
The disconnect between the market still thinking $NBIS is a money-burning, high-risk business and the reality that they're building a freaking AI platform empire is mind-boggling.
For anyone paying even a little attention, it's sooo obvious what's happening.
1. AI demand is growing exponentially (like actually 10x+ year over year).
2. You can verify that yourself just by looking at how compute prices are evolving and starting to catch up to the reality and will hit one ATH after the other.
The Michael Burry bear case was: "GPUs depreciate over 2-3 years, so AI compute is economically broken." I never hated on him. At the time, the thesis had some merit. I paid attention and seriously thought about his POV.
But we are no longer arguing a thesis. We (= AI bulls) are objectively proven right by every metric that matters.
Usage vertical.
Demand vertical.
Deployments vertical.
Compute prices going UP.
Revenues accelerating. Capex expanding.
The bull case isn't a prediction anymore. It's a description of reality.
Freaking long $NBIS and just enjoy life. Simple.
The only question here is how degen you should go. 30% Nebius feels too conservative. I've talked to a couple of people now with net worths from
$10M to many billions who have insanely high allocations in Nebius, some up to 90%.
Not financial advice, just objectively reporting what I'm seeing.
Don't go crazy nano cap hunting in this market. Just take the obvious money multiplier imho.
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@jiahanjimliu Technically they want Coreweave to fund them, walk away
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Coreweave obviously knows how to standup GPU clusters and the agreement was that Coreweave would help out Poolside in the beginning on the IaaS side.
Poolside most likely cannot get supply chain nor expertise
to get behind the meter natural gas going.
Jordan@HyperAICapital
🚨 BREAKING: COREWEAVE WALKS FROM 2GW TEXAS DATA CENTER Poolside’s Project Horizon just lost $CRWV as anchor tenant and its $2B Nvidia-led funding round at the same time. The deal collapsed after Poolside couldn’t stand up its first GPU cluster to CoreWeave’s timeline. The capital followed the compute provider out the door. Now Poolside is in talks with Google and others to salvage it. The site is still real. 568 acres, 10GW ceiling, Permian Basin. They just need a new anchor.
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@mrknowtalk Explain this to me now what would my credit be and what is my risk
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@DustinHuntwn You could have learn a thing or two from $crwv price action
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$NBIS Nebius goes down during both positive and negative macro. When the indices fall 5%, Nebius drops nearly 30%. When the indices rise 5%, Nebius only recovers 12%. The downside beta is brutal, the upside capture is pathetic.
We signed a massive deal with Meta up to $27B over a long-term AI infrastructure agreement. Nvidia invested $2B directly into Nebius. Yet the stock is trading below the implied value of both of these deals combined. How does that make any sense.
Massive deals. Macro trying to turn around. And the stock still does nothing. Over 6 months and not even close to ATHs. Most of us believed new deals and partnerships would be the catalyst, and they haven't moved the needle one bit. Simply disgusting.
Whether institutions are holding it down or there's active manipulation, I can't say for sure. But this makes absolutely no logical sense.
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