Stranger

You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.

@aleabitoreddit @grok break this down into layman’s terms

My thoughts today on $SIVE, at a ~$250M MC: Sivers is the future likely CW + laser array light source powering hyperscalers from $AMZN, $META, and $MSFT. At ~$250m... From confirmed clients, est. mapping: 1. Jabil ( $JBL ) LRO Transceivers (Former SiPH $INTC) -> $AMZN, $META, and other Hyperscalers. 2. Ayar -> AIChip/GUC -> $AMZN and other hyperscalers. 3. Enablence -> O-Net -> Asian Hyperscalers 4. And other unconfirmed customers. People have been asking me endless questions about today's volatility: If a stock can go up 20% it can do up 20% too. $AXTI had those +30%, -30% movements all the time (eg. Earnings -30% to $20, now at $60). And like AXT as you've seen, what matters is it has the likely potential to outperform long term. That's why it's important to develop your own conviction before entering any trade, so you don't need to ask me questions every day if you take it yourself. I personally have a long position and I do think Sivers has the potential to be a $5B+ company with Win qualification. Especially amid some analysts post today telling people to take profits on $SIVE: - If you just look at $COHR, $LITE and other light source valuations today, they're $40B+. - $SIVE pre-revenue advanced packaging counterparties are all $1B-$4B+. - And we have $SIVE as the future light source for hyperscaler supply chains and Jabil transceivers: At ~$250M. Just my personal opinion, but it's better to anchor conviction to the marketcap ($250M) as the light source for hyperscaler supply chains, than price fluctuations... Especially when institutions (~14.1% owned) are able to to shake the tree of a majority owned stock to build a position. This is why I've shared my thoughts about $AXTI or $SIVE early since I think it's possible for retail investors to frontrun institutions for the up and coming chokepoints in AI supply chains. And why I've shared hyperscaler supply chain mapping for $SIVE so people can build their own conviction on future light-source growth.

@grok @WatcherGuru With that being the case what would that put the stock price at, how much percent would it go up from current levels?

Yes, honestly I do. Nvidia's FY2026 hit $216B total revenue (mostly AI/data center), with Q4 alone at $68B and strong guidance ahead. The $1T is cumulative Blackwell + Rubin revenue through 2027—not annual company-wide—which matches their visible order backlogs and 60%+ growth trajectory from insatiable enterprise/inference demand. Analysts view it as credible and durable, not just optimistic. Risks exist (competition, execution), but the numbers line up.

JUST IN: Nvidia $NVDA CEO Jensen Huang expects revenue to surpass $1 trillion by 2027.

@grok @WatcherGuru But be honest do you think by 2027 it happens? That seems more than just optimistic

Jensen Huang clarified it's at least $1T *cumulative* revenue from Nvidia's newest AI chips (Blackwell + Rubin) through 2027—not annual total revenue. Nvidia just reported $216B for FY2026 (ended Jan 2026), with data center/AI driving ~90%. Q1 FY2027 guidance is $78B. With consistent 60%+ YoY growth and insatiable AI demand, this cumulative target looks very achievable. Market and analysts see it as credible guidance, not hype. High likelihood it happens.

@IncomeSharks @TJTheWheelDeal Don’t you think another bearish sentiment this year will allow for a better buying opportunity?

@TJTheWheelDeal All in on $HOOD. Come back in 1 year and he'll be there

Trying to help my uncle Danny get to $1M so he can sail off into the sunset:)

@DrProfitCrypto Target?

#XRP: Criminally undervalued: The RSI is sitting at extreme oversold levels, the last time we saw these levels was at the absolute bottom of the 2022 bear market in December. Yesterday a buy signal was shared in premium at $1,37. I see higher prices coming in the next weeks!

Iran currently getting hit hard

@olisaomatalu @tradesbysci Terrible English

@tradesbysci Pls remember to show us how you will enter the trade

2nd round of bombing on Iran coming in less than a week, watch how the structure shifts on Gold before the news is released

@tradesbysci Dip?

@scott73187192 could be sooner, but that seems like a possibility

@NicholasSismil @ki_young_ju You’re delusional

@ki_young_ju If you actually understood your own platform (which I have a subscription for) and monitored stablecoin liquidity flows, you’d know that’s not true at all. This post kind of makes me want to get a sub elsewhere lol.

Memecoin markets are dead.

@vinceyaldoo IPO soon?

i don't think people understand that Whop is still super early, all of this, it's just the beginning. my company processes ca. $350M a month, and Stripe processes ca. $120B a month. for Whop reality is now slowly catching up.

@brandank_cr How do we go about getting allocation?

The Bitcoin bull market is officially over. This video explains why crypto is dead, and why I've been all in on humanoid robots, gold, and silver instead These next 20 minutes will change your life

It’s coming In buy zone again soon $TAO

@grok @JJarekx @tradesbysci So he put up a 22.792 million euro short?

Based on the screenshot: - Margin (balance): €22,792,675.27 - Unrealized PNL: +€78,086,279.43 (342.59% of margin) - Equity: €100,878,954.70 Assuming a BTC short from ~Oct 27 ($114,500) to Nov 4 ($100,000), ~12.7% drop implies ~27x leverage. Position size: ~€616M notional (~$670M, ~5,860 BTC). Retail brokers like Binance, Bybit, or OKX could handle this margin/liquidity via perp futures, though high leverage varies by jurisdiction.

$BTC

@DrProfitCrypto @grok TLDR of this in simple terms

#Bitcoin/ Stock market – What’s Next? The Big Sunday Report: All You Need to Know 🚩 TA / LCA / Psychological Breakdown: There is a lot of misinformation and confusion circulating about the current macro environment, the Federal Reserve’s actions, and how they affect both the stock and crypto markets. Let’s clear up these misunderstandings step by step in three parts: 1️⃣ QT vs. QE — What’s Actually Happening: 2️⃣ Misunderstanding #2: “The Fed Printed $50bn 3⃣ Misunderstanding #3: “QE IN 6 MONTHS" Thank you for reading, make sure to join the Free Telegram channel: t.me/Therealdrprofit 1️⃣ QT vs. QE — What’s Actually Happening: There is a lot of misunderstanding and wrong information circulating about the current market situation. First of all, the end of Quantitative Tightening (QT) is not the start of Quantitative Easing (QE). These are two completely different stages in the monetary cycle. QT means the Federal Reserve is reducing liquidity by letting bonds mature without reinvesting, means in other words, the FED collects back its dollars to pressure down inflation, while QE means the Fed is expanding its balance sheet and injecting new liquidity through asset purchases, which in other words mean money printing. Jerome Powell did not announce QE. He announced that QT will officially end on December 1, 2025. Unlike many analysts that claim that QT ended on the date of the FOMC meeting, its one more big misunderstanding! On the FOMC date, it was announced that QT is going to end on 1st of December, not that it already ended, thats a big difference! Until then, the Fed continues to reduce liquidity in the system. Historically, the Fed only begins QE after a liquidity crisis develops, such as in 2008, the 2019 repo crisis, or the 2020 Covid crash. That pattern has never changed, and there is no evidence that it will be different this time. 2️⃣ Misunderstanding #2: “The Fed Printed $50bn: One major misunderstanding concerns the idea that the Fed “printed” 50 billion dollars last Friday. This is incorrect. What actually happened was a 50 billion dollar liquidity operation through the Fed’s Standing Repo Facility (SRF). These are overnight loans, not permanent injections of cash. The banks that borrowed this money are required to return it the next day, with a small amount of interest. This means there is no new money created and no permanent increase in the money supply. It is only a short-term liquidity bridge, not quantitative easing or money printing. To understand this better, it is important to know the difference between the regular repo market and the Fed’s Standing Repo Facility. In the regular repo market, banks and institutions lend to each other overnight using Treasury securities as collateral. The SRF, on the other hand, is a direct backstop provided by the Federal Reserve, introduced in 2021 after the 2019 repo market collapse. The SRF allows banks and primary dealers to borrow cash directly from the Fed, up to a limit of 500 billion dollars per day. This does not mean the Fed prints that amount daily. The funds are lent and then repaid the next day, so the Fed’s balance sheet remains unchanged. If daily borrowing ever comes close to that 500 billion cap, it would signal extreme funding stress, likely appearing first in Japanese or European banks that rely heavily on dollar liquidity. In normal market conditions, SRF usage is around zero to five billion per day. Seeing fifty billion in a single day is a clear sign of stress. The reason banks used the SRF instead of the regular repo market is because liquidity in the private repo market has dried up. Money market funds that once held around 2.2 trillion dollars in the reverse repo facility have been drained to about 14 billion today. Private lenders are short on cash and are charging higher rates, making borrowing expensive. As a result, banks are being forced to use the Fed’s channel, the SRF, to secure short-term liquidity. Since August and September I have repeatedly pointed out that a liquidity crisis was forming in the repo market, and we are now seeing the first visible signs of that stress. The surge in SRF usage confirms that the system is tightening. The drained reverse repo pool means there is almost no excess liquidity left. The continuation of QT adds more pressure and makes it harder for banks to fund themselves cheaply. We are entering the late phase of QT, where cracks begin to show, and historically this stage always precedes the next policy shift, usually the start of a new QE cycle. 3⃣ Misunderstanding #3: “QE IN 6 MONTHS": What most people have absolutely no clue about is that the Federal Reserve conducted QT for the first time in its entire history only in 2017, and it ended in disaster, with the 2019 repo market collapse, followed by the COVID crash. Exactly the same setup we’re witnessing right now. QT ran from October 2017 to September 2019, and just six months later, in March 2020, the Fed was forced to launch a massive QE program after the markets collapsed during Covid. That six-month gap happened only once in history, because 2017 was the first QT in the entire history of the FED. The 2020 QE came six months after QT because it was the first and only time the Fed ever stopped tightening. You can’t take that single data point and pretend it’s some kind of average or pattern. The Fed itself is still experimenting, it has never been here before, and even policymakers are operating blind. The truth is simple: the system is cracking again, liquidity is drying up, and the real crisis hasn’t even started yet. The REPO is the beginning and we will see much worse days ahead, combined with the current goverment shutdown, so Democrats can blame the Republicans and vice versa. Regarding #Bitcoin my position remains same, fully in USDT and shorts with an average short entry of 119k. Short orders are placed in the region of 117k to accumulate more shorts if market allows to visit I can’t repeat it more often but joining DrProfit Premium can truly change your life as many testimonies are showing. Join here: whop.com/drprofit-tradi… Trade with DrProfit on BloFin: blofin.com/invite/DrProfi… THIS IS NOT FINANCIAL ADVICE BUT EDUCATIONAL CONTENT ONLY. ALL WRITTEN HERE IS MY OPINION AND MY OWN TRADING AND INVESTING STRATEGY