AAPLQ

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AAPLQ

AAPLQ

@1692_1693

Connecticut, USA Katılım Kasım 2014
175 Takip Edilen267 Takipçiler
KawzInvests 🦑
KawzInvests 🦑@KawzInvests·
$BB and $NOK both ripping today. Pretty sure I was the first to connect that neither of these is the phone company anyone remembers. $NVDA paid $1B for 3% of Nokia in October. Nokia is the networking partner for OpenAI's European Stargate buildout through Nscale, with optical revenue up 56% YoY last quarter. BlackBerry's QNX runs underneath 275M cars and every Arm physical AI CPU. The ghosts of the smartphone era are running the AI buildout. $BB $NOK
KawzInvests 🦑 tweet media
KawzInvests 🦑@KawzInvests

$BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK? > $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matters in physical compute is partnered with BlackBerry. > Just named foundational software partner for $ARM 's new AGI CPU for physical AI. > BlackBerry's QNX is the operating system that runs underneath 275 million cars. 10 of the top 10 automakers. 24 of 25 top EV makers. > The same OS is now powering Johnson & Johnson's new AI-driven heart pump. The official runtime in NASA's Core Flight System. Inside defense ground vehicles, unmanned platforms, weapons systems. > Royalty model. Revenue compounds with every car, robot, and device that ships. $950M backlog growing faster than it gets recognized. > Secure Comms trusted by NATO and 17 of the G20 governments. Returned to growth for the first time in six years. $3B market cap. Four straight profitable quarters. Stock 96% off the highs. $BB $NOK

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Marty Chargin
Marty Chargin@MartyChargin·
$LLY ... aint she a beauty?
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AAPLQ
AAPLQ@1692_1693·
@jonbking Have a great Memorial Day weekend!
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JK
JK@jonbking·
Boulder, CO. Have a great weekend
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WALL ST JESUS
WALL ST JESUS@WallStJesus·
🛸 $VOYG Put/Call: 1551/7228 $SPCE Put/Call: 12k/142k $SATL Put/Call: 159/5775
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TheBronxViking
TheBronxViking@TheBronxViking·
Is $F setting up for a $NVTS type compression➡️expansion breakout?🤔 Tons of call buyers stepping in after they announced the launch of Ford Energy (a battery storage subsidiary) last week Call buyers continue to attack the chart as it undergoes a massive rerating and if it can find demand over $15 the chart looks like it has a clear path back to the $20's
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AAPLQ
AAPLQ@1692_1693·
@lavitalenta quit your whining; sounds like you need better attorneys
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Cousin_Vinny
Cousin_Vinny@Couzin_Vinny·
$MSFT watch it here....
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OldTimeHardball
OldTimeHardball@OleTimeHardball·
Who is your all time least favorite pro athlete? 1. Barry Bonds 2. OJ Simpson 3. LeBron James 4. Roger Clemens 5. John Rocker 6. Allen Iverson 7. Mike Tyson 8. Alex Rodriguez 9. Dennis Rodman 10. Write in an athlete
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JK
JK@jonbking·
🚨 ChartWizards -- expect NEW charts and macro update in your inbox shortly. Which chart here is your favorite? 1, 2, 3, 4
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TheBronxViking
TheBronxViking@TheBronxViking·
$2Million in $APLD $50c's for January and chart curling off the daily 9EMA after 2 days of low volume pullbacks @unusual_whales
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Dave Portnoy
Dave Portnoy@stoolpresidente·
Before this gets leaked to the national media I’d like to just say “Champions get up”
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AAPLQ retweetledi
Prem
Prem@premdawg·
Darien, New Haven, West Hartford
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JK
JK@jonbking·
Major crypto market alert issued 🚨 @PeterLBrandt @TechCharts zcash:native hyperliquid:native solana:So11111111111111111111111111111111111111112 $TOTAL3
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Dave Portnoy
Dave Portnoy@stoolpresidente·
I’ve had my best people at #ddtg pour over this video and I’m still not sure who won this exchange.
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Roy Mattox
Roy Mattox@RoyLMattox·
We are buying back into the Space theme again on this very normal pullback. We are buying today Planet Labs $Pl and Rocket Labs $Rklb. We are acutely aware that the SpaceLabs Ipo will generate enormous interest and activity. We are in the camp that the sector won't peak until Space Ipo. This pullback represents weeks before the enthusiasm wanes.
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TrendSpider
TrendSpider@TrendSpider·
You have to pick 1 stock to hold for the next 10 years. No selling. No checking in. No changing your mind. What are you buying and why?
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AAPLQ
AAPLQ@1692_1693·
@RaoulGMI When is Julien going to come out of hiding?
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Raoul Pal
Raoul Pal@RaoulGMI·
I started by trying to understand markets. Thirty years later I've ended up somewhere closer to life, the universe and everything. The same four rules keep showing up... Along the way I've written three frameworks that have shaped how a lot of people see the world. The Everything Code is what I found when I went looking for what actually drives markets. A debt rollover cycle, managed by liquidity, debasing the currency at roughly 8% a year. That debasement is monetary entropy. Capital routes around it, into whatever can compound faster than the entropy degrades it. Technology and crypto sit at the top of that flow because they are the intelligence layer of the economy. Markets are monetary energy routing toward the highest output of intelligence. The only assets that outperform debasement over extended periods are tech and crypto. The Exponential Age is the realisation that technology has become the substrate. Compute, networks, energy and intelligence are compounding faster than any institution we built was designed to handle, and the gap between the two is the defining tension of our time. The Economic Singularity is where this is heading. Somewhere in the next decade the curve of intelligence per unit of energy turns fully exponential, and the rules every economy we know was built on stop applying. For a long time I thought of these as three separate ideas. Looking at them now, they are three views of the same thing at different altitudes. And underneath all three, the same four rules keep showing up. Efficiency of Intelligence - The universe rewards whatever does more with less. Every system that survives is better at turning energy into information than the system it replaced. There has never been an exception. Compression - Intelligence is the act of representing a vast reality in a much smaller form without losing what matters. Brains do it. Theories do it. Prices do it. AI does it. They are not analogous. They are the same operation. Coherence - Complex systems hold together because their parts synchronise faster than the noise around them. Markets, brains, civilisations, ecosystems. When the synchronisation fails, what looks like collapse is desynchronisation made visible. Selection - Patterns that copy themselves faster than their rivals dominate the medium they live in. Genes did this in biology. Ideas do it in culture. Memecoins do it in markets. Truth is not part of the selection criteria. Replication is. It always has been. What the four rules produce, when they operate together, is networks. The same topology shows up everywhere. The cosmic web. The human brain. Mycelium beneath a forest. The internet. Financial markets. Blockchains. Across fourteen orders of magnitude, the universe keeps building the same shape. That shape is what the four laws look like when you can see them. The Everything Code is what these four rules look like in markets. The Exponential Age is what they look like running through technology. The Economic Singularity is where they are taking us. Three angles, one picture. Underneath all of it, energy is the constant. Consciousness is the substrate. The four rules are the dynamics through which one becomes the other. All of this is one corner of what I call The Universal Code. The same four rules apply to everything else and I mean EVERYTHING... they are universal in the true sense of the word.
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