
Electric_Degen
1.3K posts

Electric_Degen
@Beale_St_Bets
Investing in the Physical AI Supercycle. Sell the shovels, buy the electricity that powers them. Long Wattage & Tonnage.
Katılım Ekim 2021
17 Takip Edilen218 Takipçiler
Sabitlenmiş Tweet

The #AI war won't be won in the cloud. It will be won on the grid.
Samsung just confirmed the "Physical AI" thesis. The real scarcity right now is energy and atoms.
My Playbook:
Sell the shovels (chips)
Buy the Wattage (Energy)
Buy the Tonnage (Metals)
#Investing #stock
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@MartinShkreli Remember when you peddled $SPRB and $QCLS? Very nice move ✍🏼
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Big deal. I know a set in BK doing 10x that. The fiends love them.
Jeff Tang@jefftangx
I heard there’s some kids in Florida selling peptides door-to-door They’ve made $900k since January
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@turkishwarsh @sarp89253 So you are selling the #1 bottleneck for AI for a fucking hail mary autonomous flight company. These jokes don't write themselves 😂
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@sarp89253 Its share is very low in my portfolio although it‘s not a small cap stock. And there is some risks on the electric prices. Merlin would be a better choice for my Investment perspective.
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I‘m buying this name $MRLN today.
And I‘ll sell $VST soon.
Merlin@MerlinAero
Merlin CEO @NotMattGeorge is ringing the @NasdaqExchange Opening Bell this morning! This marks a significant milestone as we become a publicly traded company. Watch the livestream here, starting at 8:30 AM EST: nasdaq.com/marketsite/bel…
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@Beale_St_Bets Added for you! $ANF
Share of clothing "haul" videos on TikTok by clothing brand

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@tickerplus @Jack_Raines anything on $HOOD platinum card? id assume some virality going into it
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Wix, which owns Base44, is worth $4 billion (publicly traded).
Loveable raised at ~$6.6b on $200 million ARR.
I don’t know exact growth rates, but they’re both ripping. What would Base44 be worth in private markets? $3 billion in this market wouldn’t be crazy.
Base44@Base44
$100M ARR. Hundreds of thousands of customers. One incredible team. We have one mission: to build the world's best AI builder. We're just getting started.
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Electric_Degen retweetledi
Electric_Degen retweetledi

@Jani__Gee @kelseytsutton @barrman_7 So spooky Jani! They definitely are here to care about your life because as we know the world revolves around you and your top security high profile lifestyle!
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@Jani__Gee You won’t be saying that when they catch child abductors or robbers. You’ll be tweeting at RING to ask them for the feature to be built. SMH. Cringe ass doomers.
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Electric_Degen retweetledi

@TradeKnowledge_ @HolySmokas Hey, idiot. Look at what Jensen just said about clowns fading SaaS because of "AI threats".
It's fucking retarded plain and simple. AI isn't "replacing" SaaS, it's empowering these SaaS companies with tools to be more efficient.
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Electric_Degen retweetledi
Electric_Degen retweetledi

@OU812_FoRealz @TheMaverickWS Nah, $AMD is the winner here. The trickle down of AI at scale once big tech uses up their NVDA chips and creates their own will just mean that more affordable chips like $AMD are in demand at scale from the non big tech companies and infinite pockets. Stamp it.
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@TheMaverickWS Is this the 107th time you’ve said RIP $NVDA mav? Maybe 108? You are a boomer investor through and through - please stay in your lane. You do great at it (the boring stuff like metals, non tech stocks, etc) but you’ve been so so wrong on the AI thesis.
- a loyal fan
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@tickerplus Any vial farms coverage? The media is SO negative. Could see 2023 prices on that stock honestly if this keeps.
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