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500

@500stakt

Siphoning Noise. L/S Healthcare. Moog City 2.

United States Katılım Nisan 2014
92 Takip Edilen103 Takipçiler
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500
500@500stakt·
Fluence Energy is designing batteries for the AI sector. LIBs have been the proven winner—more efficient, longer lasting, and higher capacity. The research is already done. ZIBs have been shown to be scalable for power grids primarily. These batteries are made for completely different use cases. They cannot support the load for AI centers; the tech isn’t there. 2026 helps ease the books. Tech giants realize how useful energy storage is for AI. Oh, and it’s 30% short 🥴 I like a company whose people have skin in the game. Even the pioneers of the industry are still here. The industry is seeing cyclical upgrades ~3 years, when machine equipment is usually 5-7 years. It’s a very interesting space. The other player—who will not be mentioned—markets themselves as more powerful than LIBs. When that’s just physically impossible. Show me one zinc-based BESS that holds more energy than lithium.
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500@500stakt·
$TSLA is the future bro. It was green while $NVDA tanked. Must be a sign bro. Everybody will own a robot, and taxis
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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
$TSLA weekly If this is a cup and handle, the handle going to 0.618 is a logical area to find support at.
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500@500stakt·
@West16B Bullish bro. Higher
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B.west16
B.west16@West16B·
$TSLA relative strength in this drawdown is notable…
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Citron Research
Citron Research@CitronResearch·
$BACQ — Now it all makes sense. The government’s NOT taking stakes in quantum science projects that might pay off in 2040 — they should be backing Merlin, the future of autonomous defense tech flying today. Investors throw billions at fantasy revenues at quantum meanwhile Merlin trades at a fraction of Anduril with real contracts, real planes, and real defense dollars. With or without a gov investment, the stock can go much higher as investors notice the story.
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500@500stakt·
weird
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Scott Bessent says US Treasury ready to take immediate exceptional measures to ensure market stability
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500@500stakt·
Wow 🤯
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500@500stakt·
@cantonmeow hey retard, quit being a bitch. And go back to class.
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500@500stakt·
@Kross_Roads Totally not because half of fintwit is preaching about
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Crossroads
Crossroads@Dr_Crossroads·
$PYPL The unusual PayPal stock moves continue. Is the impossible $70 level finally claimed?
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Luc
Luc@investingluc·
Something BIG is happening behind the scenes at $PYPL. Here's my theory. *backed up by some very interesting evidence* First...what we know. PayPal announced a new multi-year partnership with $GOOG for a AI-powered shopping experiences. Cool, right? Everybody loves shopping. Pause. Who else seems to be attacking the agentic shopping angle? Open AI. Yep, the guys that just partnered with $ETSY & $SHOP for the "Buy it in ChatGPT" initiative. Stick with me for a second. Both Etsy and Shopify are commerce platforms with their own branded payments (ShopPay & Etsy Payments) But under the hood they use different payment processors. Most notably Stripe & $PYPL. 1 year ago, $PYPL partnered with $SHOP to actually power some of Shopify Payments in the U.S. That's a small connection, but there's more. My theory is That $PYPL is playing a larger part in powering the payments infrastructure behind OpenAI’s entire agentic shopping experiment that most think. And a more publicly solidified "partnership" could be coming. Not crazy enough? Back in April '24, Sam Altman's other company "Worldcoin" almost partnered with $PYPL. Alex Chriss (the current $PYPL CEO) was also the CEO during these conversations...meaning him and Sam know each other well. It seems they have "overlapping ambitions" in the crypto, digital payments space👀. So why now? Welp, Open AI is really accelerating partnerships, especially consumer facing angles. In the last month alone, we've seen $SHOP, $ETSY, $AMD, $ORCL, $NVDA, and more. In the world of digital commerce and payment infrastructure, is there a bigger name than $PYPL? Option flows are going nuts the past week. Who knows something? Anywaysss, thanks for sticking with me...and although speculative, something is brewing with $PYPL, now $71.29.
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500@500stakt·
These two are cousins btw. $NVDA $AMD
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500@500stakt·
@KoyfinCharts Hey. I’m trying to recreate this setup. But the NTM is not like yours? Help?
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Koyfin
Koyfin@KoyfinCharts·
Pain? You think you know pain? Pain is knowing $META once traded at an all-time low of 9.1x EV/EBIT and you did nothing.
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