AI Trade Desk

@CanteringClark Idk who said it but I remember a long time ago a tweet that said something like “you act too quickly when you are trying to grow capital, and you act too slowly when you are trying to protect capital” and it rly changed my life tbh

@kelxyz_ @profitmaxxing Where can I find info on the top subnets in the ecosystem?

@profitmaxxing yes, but there’s nuance in sol u were trading infinitely replicable pure dogshit, rotating was generally dominant in subnets, theres compounding tech and economics

ride templar to high valuations > flip other subnets that will get proxy pumps > stack TAO > ride TAO to high valuations sounds like the 2023-24 SOL playbook

@RyanDetrick @KHerriage Dumb. The covid crash is why this is the bottom. One outlier event doesn’t chart where we are going next.

Over the past past 20 years, the S&P 500 has bottomed for the year on March 12th. Today is March 12.

@Bluntz_Capital Thoughts on $leu as a play on this?

18 year highs on the #uranium long term contract price. the chips are all falling into place.

@MoonOverlord @0xMerp $wld will solve this Reddit in talks with them to implement them. We need a “human” badge next to each account

@0xMerp this is the closest ive ever been to just quitting completely I dont want to lock my account in an echo chamber to stop AI slopbots from ruining my comment section Id rather just quit

just gonna have to stop responding to people on the timeline that i dont personally know because people are either getting dumb enough or bots are getting passable enough that it seems possible to have a full on conversation with an LLM with a pfp if ur not filtering enough

Bitcoin ETF Daily Flow - US$ Fidelity: -331.4 million For all the data and disclaimers visit: farside.co.uk/btc/

Getting close… $btc

Imagine the fees $GLXY will collect from "all the institutions lining up at the door" $GLXY to $100

Playing out as expected. $BTC down to $116k Setting buys at each level below. Then we sell at $144k

$MYRG up 8% today on good earnings. Even boring electrical companies that service the grid are going to be major beneficiaries of the AI mega trend like I explained below 👇

I think $META will hit $3,000 within 3 years. It's AI talent war is INSANE and it's already paying off 💵 The Moves: 🔵$14.3B for Scale AI (49% stake) 🔵$100M+ packages to poach top talent from OpenAI, Google, Apple, Anthropic 🔵Built "Superintelligence" unit with dream team of AI creators The Results: 🟢22% revenue growth this quarter 🟢AI-powered ads driving 5% more conversions on Instagram 🟢3% more conversions on Facebook The Strategy: 🟠Zuckerberg is betting on small, talent-dense teams over massive research divisions 🟠While everyone debates who has the best AI model, Meta is quietly using AI to print money from their 3+ billion users 💰 🟠"150 AI researchers with enough funding can create an OpenAI" - Jensen Huang Meta just assembled that team AND has the distribution. Game over. $META to $3,000

$SOFI just delivered MONSTER Q2 earnings, yet pretty flat due to share offering. I think this is an easy 2x or even 3x over the next year... The growth numbers are incredible. If you missed Robinhood's 240% run since April, this is your second chance. Q2 Numbers: Revenue: $858M (+44% YoY) vs $804M expected GAAP profit: $97M vs $17M last year 850K new members added (11.7M total) Raised full-year guidance across the board The Real Story: SoFi is pulling a Robinhood playbook $HOOD generated $583M trading revenue last quarter - $252M from CRYPTO alone. SoFi is going to dominate crypto: ✅ Global remittance via stablecoins ✅ Crypto-backed lending (mortgage with your BTC as collateral) ✅ Staking features ✅ Blockchain infrastructure for other companies The Setup: 14% short interest = rocket fuel 📈 $24B valuation vs Robinhood's $94B SoFi will add 3 million new members in 2025, growing 30% YoY and is transforming into a blockchain infrastructure powerhouse.

@MoonOverlord @loomdart First we farm because we have to Then we leave farming for better opportunities Finally we return to farming because we live in abundance and can

@loomdart we need to go back

The fact that 90% of the world population used to be farmers is such a crazy statistic

$GLXY is completely misunderstood. $100 is well within reach. The market is still valuing it as a crypto company. But $GLXY sits at the intersection of TWO explosive mega-trends: AI infrastructure and institutional crypto adoption... And the AI story just got A LOT 🔥 with $META and $MSFT earnings - showing how early we are to the AI buildout. The AI Data Center Revolution: Galaxy is building gigawatt-scale, next-generation AI data centers. The Digital Assets Empire: Galaxy is the Goldman Sachs of crypto – the only comprehensive financial platform for institutional digital assets. 🤝They just executed a $9 billion Bitcoin trade and advised Bitstamp's sale to Robinhood. 💰As institutions flood into crypto, Galaxy captures the fees. Right now, $GLXY trades like a misunderstood "crypto stock." But as AI infrastructure demand continues to explode, that perception will change fast.

@AIMegaTrend Great pick and shovels play on AI!

@AITradeDesk Nice find. Need to dig into this one

MYR Group $MYRG beats earnings by 11%. Record breaking quarter. Stock is up 4% after hours. 🟢Board approved a new $75 million stock buyback 🟢 Secured an agreement with Xcel Energy that could exceed $500 million 🟢Gross Margins are up as demand increases

$MYRG reports earnings after close today 🔥 It's an AI energy infrastructure play everyone's sleeping on. At the Vegas Bitcoin conference in May, an energy expert told me: "Transformers and distribution are the biggest grid constraints from surging AI demand." $MYRG dominates this space. 🟢18% earnings beat last quarter 🟢Wins regardless of who wins the AI race 🟢EVERYONE needs more power Betting they crush estimates again tonight 📈 #ai #earnings #FinTwitt #EnergyStocks

@chluke36 They made three recent AI acquisitions. This was announced in their recent quarterly report today

@MaxBetCapital who are they buying them from?

Check out the little robots Nextracker $NXT just acquired and will be deploying. These little guys will: 🟢Identify mechanical failures 🟢Improve grid uptime 🟢Manage site health proactively 🟢And even clean the solar panels Like every smart company should be doing... These robots will help $NXT improve efficiencies and reduce cost. This is exactly the moves I like seeing from one of my top green energy plays. #NXT #SolarTech #AI

@BigDickBull69 Few more liquidations then up only

Last dip before 150k.