gp 🌎

banging the drum here - the structural sell flow is over for now. Very quickly we will rip to ATHs and people will be confused again. The answer is simple...flows. Very mechanical flows are dominating the ebb and churn of liquidity within the semi space especially.

assuming $RDDT licensing revenues re-rate this year, i'm pricing the entire company at at mid 20s GAAP PE. that's for a biz growing topline 50%+ at 91% gross margins. oh my.

June 12

i’m going to make so much money on asteroid that once the wealth event is done i’ll come back for every neet bro left behind in the trenches, send neet straight to dollars, then rotate the entire stack into pepe, the coin that started everything, and restructure the memecoin market from the inside, because markets don’t die from drawdowns, they die when belief leaves, and someone has to be deranged enough to buy the ashes, restore the bid, bring liquidity back from the dead, become the gcr of memecoins and save the whole market in one candle.

my mood depends on a shiba inu plushie taped to a rocket btw

Highest resolution version

Barron Trump at UFC 250 🇺🇸