Electric_Degen

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Electric_Degen

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
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Electric_Degen
Electric_Degen@Beale_St_Bets·
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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First Squawk
First Squawk@FirstSquawk·
Power supply could become bottleneck for AI growth, says Samsung Electronics chip leader
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Electric_Degen
Electric_Degen@Beale_St_Bets·
@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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Warsh’s portfolio
Warsh’s portfolio@turkishwarsh·
@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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TickerTrends 🔬
TickerTrends 🔬@tickerplus·
Below is the share of clothing "haul" videos on TikTok by clothing brand $ATZ, $TPR, $LEVI, $AEO, $URBN, $GAP
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Electric_Degen
Electric_Degen@Beale_St_Bets·
@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 Gem 🌶
Jani Gem 🌶@Jani__Gee·
Did yall see that Ring Camera commercial??? Yall we are in DANGER
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Electric_Degen
Electric_Degen@Beale_St_Bets·
@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
Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
Why bother tuning into $MSTR's earnings call tonight when you can watch it right here before it happens? 🤣
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Electric_Degen
Electric_Degen@Beale_St_Bets·
@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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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
AMD. OWN IT. Anyone holding $AMD ?? (or $PLTR $PYPL $SOFI $HIMS $DUOL ???) lmk 👇
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Electric_Degen retweetledi
Puru Saxena
Puru Saxena@saxena_puru·
Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026
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The Maverick of Wall Street
The Maverick of Wall Street@TheMaverickWS·
Trump's selection process is bizarre. He needed to appoint an obedient bitch as the next Fed chair and there is no better choice than Kevin Hassett Instead he chose Kevin Warsh, a former Fed hawk billionaire who can easily tell Trump to go fuck himself
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Martin Shkreli
Martin Shkreli@MartinShkreli·
spacex IPO talks now $2T i hear
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Electric_Degen
Electric_Degen@Beale_St_Bets·
@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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Electric_Degen
Electric_Degen@Beale_St_Bets·
@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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Electric_Degen
Electric_Degen@Beale_St_Bets·
@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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TickerTrends 🔬
TickerTrends 🔬@tickerplus·
$COF We added tracking for Brex consumer usage - recent acquisition by Capital One
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