Donk Bass Fishing
1.8K posts



@ChrisCamillo @Mr_Derivatives None of these false prophets ever show their portfolio.
English

@Mr_Derivatives My only question for the “crash is coming” crowd:
When?
And how much of your net worth is positioned short to trade it?
Words without action are meaningless.
English

Andrew Ross Sorkin says a major stock market crash is coming. He is 100% sure it is. He even has a book titled 1929, lol.
However, he just doesn’t know when the crash will occur and the magnitude of the crash.
Thoughts?
Andrew Lokenauth@FluentInFinance
“A crash is coming.” Andrew Ross Sorkin says a massive crash is inevitable. He’s one of the most credible financial journalists in the world.
English

@amitisinvesting @Sachi_Kabutoya Y'all need those $META glasses that can translate for you.
English

@Sachi_Kabutoya will work on seeing what we can do around translations…
English


@TheRonnieVShow $PLTR but they already had a great run. Could go back to $200 if SaaS becomes popular again.
English

SaaS Valuations Are About to EXPLODE
The best software stocks are $MSFT $NOW and...
youtu.be/HunX60uiAms?si…

YouTube
English

@YoYInvestor @InvestWithTimmy He never reads anything you post. Sad face
English

“The main reason for selling most of my position is that I believe the company is focusing on too many drone products. I always like it when a company focuses on a limited number of products and builds a huge moat around them. This is really what I am missing with Ondas at the moment, and I believe competition will slowly eat market share by specializing in individual products that Ondas sells.”
You’ve got to be kidding me 💀
English

The momentum in $ONDS has been fading as the whole drone sector is showing weaker price action.
I have significantly de-risked my position after management announced another round of dilution. Management called it necessary to compete in a very fragmented market, choosing an aggressive M&A strategy over organic growth.
The main reason for selling most of my position is that I believe the company is focusing on too many drone products. I always like it when a company focuses on a limited number of products and builds a huge moat around them. This is really what I am missing with Ondas at the moment, and I believe competition will slowly eat market share by specializing in individual products that Ondas sells.
In the short term, I believe the stock could fall to the 50w MA around $8 to find a bottom. I think the stock could even fall lower to the 100w MA around $6. Retail is clearly favoring other stocks at the moment.

English

Yup, I need to buy more $SOFI.
Basis Points@basispointpod
$SOFI "Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."
English

@JEFETRADES I think you're right. I added $SLNH to my data center play. I think it can be $3 real quick.
English

@dotkrueger You forgot to mention the part where I said because I’m a value investor I also wear a diaper just in case
English

@joekent16jan19 I bet Iran or one of their proxies break the peace deal and try to kill a bunch of Americans or Jews. Then they'll act like they are innocent when they get counter attacked. They'll start another war and then cry when they lose.
English

The announcement by President Trump about the potential peace deal is very good news.
To make the deal effective we have to be realistic about Israel.
We must recognize that a peace deal of any kind with the Iranian regime will be viewed by Israelis as an existential threat to their objectives, therefore they will seek to thwart the deal.
To stop the Israelis from thwarting a potential peace deal, we will have to take away the military support that we provide that allows them to go on the offensive against Iran, and make it clear more will be taken from them if they attack Lebanon.
English

@StockSavvyShay $ONDS is more than drones now. They have bought so many companies this year.
English

UPDATED FIB LEVELS FOR POPULAR STOCKS
Space
• $RKLB $96
• $ASTS $89
• $PL $30
• $BKSY $34
Quantum
• $IONQ $48
• $RGTI $25
• $QBTS $26
• $INFQ $13
Drones
• $ONDS $6
• $AVAV $170
• $KTOS $52
• $UMAC $15
Nuclear
• $OKLO $59
• $UUUU $14
• $GEV $906
• $LEU $168
Photonics
• $AAOI $150
• $LITE $698
• $COHR $283
• $AEHR $71
CPU Bottleneck
• $AMD $339
• $INTC $89
• $ARM $233
• $AMKR $56
AI Utilities
• $IREN $51
• $NBIS $158
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $206
• $NVTS $20
• $VRT $273
AI Hardware
• $NVDA $196
• $TSM $333
• $ASML $1,283
• $MU $541
AI Applications
• $PLTR $132
• $NOW $99
• $CRWD $548
• $ZETA $17
AI Connectivity
• $AVGO $360
• $ALAB $228
• $CRDO $158
• $MRVL $145
Physical AI
• $TSLA $413
• $AMZN $247
• $GOOGL $314
• $ISRG $435
English

@LeaderInvests I think there's a lot of these that will pump when they get included in the Russell
English

$ONDS again with a dissapointing week. Back below the 8 - 21 weekly EMA's, after a BIG move after earnings. Just became a wick...
No followthrough yet...
Nothing wrong with an EMA50 retest after all. Many names have done this the past week/ months.
You know what to do there!
Wanna know all the exact levels. Make to subscribe! 🫡
See you there! 🔷🔷🔷

English

🚨 THE NEW FED CHAIR = DUMP??
1 JANUARY 2014:
YELLEN FED CHAIR → $BTC DUMPED 83%
1 FEBRUARY 2018:
POWELL FED CHAIR → $BTC DUMPED 73%
1 DECEMBER 2022:
POWELL ANOTHER TERM → $BTC DUMPED 60%
1 MAY 2026:
WARSH FED CHAIR → $BTC DUMPED 5%
THIS ISN'T JUST A HYPOTHESIS.
WE'VE SEEN THIS HAPPEN THREE TIMES IN A ROW.
EVERY TIME A NEW FED CHAIR TAKES OVER, BITCOIN DUMPS 50%+
THE MARKET HAS NOT PRICED IT IN.
NOT YET.
English

@lisaabramowicz1 @DivesTech Pumping the market is hard. Enjoy your weekend.
English

Had a “real job” for 90% of my adult life. And even now, running a company of 40 people + multiple products is more work.
And I yell at people with higher incomes much more than low incomes, because they fuck it up worse.
These freaks are just immune from accountability.

Yubel🇺🇸@ArabLeft2026
Caleb hammer literally doesn’t have a real job yet yells at people on his podcast for why they don’t make 200k a year
English

@BassDonk @sircalebhammer Not wanting to see local wildlife become an AI data center, and unwanted hike in cost of living makes u a communist now ig
English

@danroberts0101 @IREN_Ltd Are y'all going to do nuclear also?
English

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬.
There's been a lot happening at IREN recently.
Expansion across North America, Europe and Asia-Pacific.
The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.
Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.
That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.
Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.
Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.
Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.
Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.
Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.
That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.
AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.
English









