JayMuir

@BuildAndBet @amitisinvesting Nothing groundbreaking. I’ve been positioned in AMZN for a couple months and I think the market is slowly getting ready to rotate back into some of the other mega-caps for next leg up in the AI trade, so buying more leveraged AMZN, GOOGL and NVDA. And copper

@JayMuir @amitisinvesting What are the other ways you’re exploring?

$PLTR David Sacks on the SaaS selloff: “I think the market is probably being too harsh here. The most important question is now at the application layer of the stack. Does all that value get eaten by the model companies, or do applications get turbocharged? I guess you can say that Palantir is one of them. It’s an application company that has been turbocharged by these models. Who else will be a big beneficiary?”

@amitisinvesting Did anyone doubt this, though? Of course these would be the results. I thought for sure this would be a sell the news event 😞

$NVDA NVIDIA Q3 2025 EARNINGS: - $57B Revenues, +62% YoY - $1.30 EPS, +60% YoY - $51.2B Data Center Revenue, +66% YoY - Q4 Revenue Guide: $63.7B–$66.3B, vs. $61.98B est. - 73.4% Gross Margins Jensen Huang: “Blackwell sales are off the charts, and cloud GPUs are sold out. Compute demand keeps accelerating and compounding across training and inference — each growing exponentially. We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.”

@FinanceLancelot @NoelKapela I would think this is the very reason why it will continue to climb. Does Blackrock hate making money?

Peter Thiel warns Bitcoin doesn't have much upside left because $BTC has been co-opted by BlackRock and the government. What happens next? HT @NoelKapela

@amitisinvesting Biggest dud in my portfolio, but still holding

$AMZN it’s really not that scary to buy $AMZN in this market - everyone chasing stocks that are up 4-5x, Amazon is -3% YTD - you can sleep well at night buying one of the most important companies on Earth trading at its lowest ever EV/EBITDA multiple - PT’s of $275-$300 across the board - AI is a massive tailwind for them - if it drops another 10%, you are bagholding….Amazon. Not some random quantum nuclear name…Amazon. Not saying this a pound the table moment on the name but this is not something that I personally am afraid of buying as it could become a cornerstone of a portfolio for the next decade…even with little movement on the stock, knowing that you are buying a company on a path to $1T in revenues likely means you will see the overall value of it increase even if it’s not up 5% everyday. Also, if you are up nicely this year on taking more risks in growth plays, diversifying into a Mag 7 that hasn’t moved and is continuing to compound while allowing you to take less risk, just doesn’t sound like the worst idea. Bought more at $214

@DumbMoneyTV What was the timing of this clip? Seems like with recent price action the market doesn’t agree

BAD NEWS for Tesla 📉🤦‍♂️ $TSLA

Block Queen holders will get a free mint on my upcoming AURAS project. A snapshot is being taken this friday at 10am ET.

I’m thrilled to announce that my series “Block Queens” is now live on @SuperRare. superrare.com/cowart

If you don’t own a seed purse I don’t know why you are in this NFT space. #NFTs #NFTsales @FlowerGirlsNFT

Lots of new Web3 followers around here. TY btw. ICYMI, I have a series of 999 NFTs out called “Block Queens”. Nothing else like them. Each queen is interactive w/ 11 layers to zoom in, out, click and drag, double click to reset. Only 46 available! opensea.io/collection/blo…

Check out this insane skating video Dave Bachinsky filmed with his Block Queen. Does your NFT do this? 😜

Ummmm… just checked @superrare’s homepage and there is my daughter’s auction sitting .1 eth above @MADONNA and @beeple. What is life right now?!?

The Flower Girls are super excited to be featured in @maghanmcd's The Technology Edit Newsletter and @voguebusiness The Vogue Business NFT Tracker under "Newest Launches" alongside brands such as Balenciaga 🌸👏⚡️ Did you spot us? 👀 Thank you for the mention, Maghan 🌻💙

Giving Camilla a spin… (all Block Queens holders can order their layered PSD files to place their Queen anywhere just like this.)

Friends! @FlowerGirlsNFT is making waves in connecting NFTs to IRL brands, events and opportunities. Check out this amazing partnership with @pepsi This is just the beginning!

A little photography history in the making coming to the blockchain tomorrow. Couldn’t be more excited.

Y'all need to try this!

Just got my @yoomoota WL - a #metaverse with 7,777 #NFT Curiosities made up of 9 features and 250+ traits by @YoomootaTaras. Claim yours via @PREMINT_NFT premint.xyz/yoomoota/?sour…

@joshbobrowsky Written communications? Story-telling? sign me up

@TappySF @Regulars_NFT @cryptoadzNFT @OxVodnik An they are very regular singers too