Exodia
1K posts
Exodia
@BallzDeeep99
The Forbidden One.
Los Angeles, CA Katılım Şubat 2024
242 Takip Edilen124 Takipçiler
@DynamoXDD Pull back> Correction > flush > drop > next leg down> cascade
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My friend just told me he has $300,000 in cash ready to deploy and this is what he is considering.
$200,000 into $STRC at 11.5% annualized yield. That is $1,916 every single month in dividends while he does absolutely nothing.
$100,000 into $MSTR and ride the next leg up with money he can afford to be patient with.
One position pays his bills. The other builds his future.
He asked me if I think he is making the right decision.
What do you think?
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I could show you something, but you will call me delusional☕
$BTC $150,000 is a matter of time.
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Wish I could say this.... 😄
Can't even tell you what day it is, I been in Turks so long, I love it here...
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$IONQ is a top 5 position in my growth portfolio but context really matters because I built a 11% position when the stock at ~$6.
Quantum is still very early and I don’t think anyone should pretend it is going to have its “ChatGPT moment” anytime soon since large-scale commercial quantum advantage is still years away and timeline could easily take longer than the market wants.
That said I’m willing to underwrite the volatility because I view quantum more as a national security theme because the first major customers will likely be governments, defense agencies, national labs, pharma companies & energy companies due to the implications for encryption, navigation, timing, sensing & secure communications.
That said, I have a lot of cushion here, and I’m still willing to underwrite the volatility because I think the first major quantum customers will be governments, defense agencies, national labs, pharma companies and energy companies.
If quantum becomes important then the category should be big enough for specialized leaders to matter and I think IonQ has a real shot at being the pure-play category leader.
Shay Boloor@StockSavvyShay
MY TOP 5 GROWTH PORTFOLIO POSITIONS 1. $RKLB | Rocket Lab Vertically integrated logistics layer of space economy across launch vehicles, spacecraft buses, satellite components & propulsion systems backed by a $2.2B backlog (+108% YoY & 20% sequentially) plus more launches booked in Q1 than all of 2025 2. $AEHR | Aehr Test Systems Only company offering both wafer-level & package-level burn-in for the AI semiconductor stack with exposure across AI processors, silicon photonics, HBM & silicon carbide power semis backed by a record $51M backlog & 3.5x+ book-to-bill ratio 3. $SOFI | SoFi All-in-one digital finance platform for the next generation across lending, digital banking, investing & tech platform infrastructure backed by 14.7M members (+35% YoY), record ~$12B in Q1 loan originations (+68% YoY) & ~45% of new products are coming from existing members (flywheel is real) 4. $IONQ | IonQ Full-stack quantum platform across quantum computing, networking, sensing & secure communications backed by $470M in RPOs (+554% YoY), first 256-qubit quantum system sale & SkyWater acquisition giving it U.S.-based quantum chip manufacturing 5. $ASTS | AST SpaceMobile Wireless infrastructure layer for the 4 billion people without reliable cellular coverage across D2D satellite broadband, MNO partnerships & sovereign defense applications backed by $1.2B+ in contracted revenue commitments, U.S. FCC commercial authorization & 32 next-gen BlueBird satellites in advanced assembly
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I will absolutely be pissed if $btc is on its way to $68k
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$50,000 into $MSTR.
30% chance it retires you within five years.
70% chance it does not but your money is still backed by the hardest asset ever created.
Most people will hesitate on that bet.
Think carefully about what that hesitation is actually telling you about yourself.
Would you take it?
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You need to start preparing for this possibility.
Anything less is hopium. Don't fall for it.
What's your price bottom for Bitcoin in 2026?
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@QuintenFrancois He will be buying well into the 50k zone at this rate.
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Saylor is buying millions worth of $BTC and price is dumping
Isn’t that weird
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$BTC - Next week there will likely be another leg down towards $75K-$76K to flush the remaining longs.
After that, I expect to see the reversal to the upside.
As long as Bitcoin holds above $74K, this pullback is part of a larger Breakout -> Retest pattern.
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