Mike

6.1K posts

Mike

@Cefu_0804

Covering stocks, crypto, markets, technology and everything I'm interested in 24/7 | Opinions, not financial advice 📈 𝕏 |

Heart of Europe Katılım Ekim 2021

75 Takip Edilen499 Takipçiler

Mike@Cefu_0804·27 Mar

@elonmusk Roll it out to Europe and Asia Elon 🤝

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Elon Musk@elonmusk·27 Mar

Cybertruck is quicker than a Porsche 911, more powerful than a Ford Raptor

Wes@wmorrill3

Cybertruck replacing Raptor + Porsche

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Mike@Cefu_0804·27 Mar

@aleabitoreddit Just bought more as well literally 2 minutes before you posted this 🤝

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Serenity@aleabitoreddit·27 Mar

I just bought ~.5%-1% of $SIVE as a company. I said their future CW laser chokepoint is grossly mispriced. And I put my money where my mouth is. Especially when they're the confirmed light source for Jabil, $MRVL Celestial, O-Net, and other hyperscalers.

Serenity@aleabitoreddit

This is why you need to have conviction before entering a trade. If you knew $SIVE positioning in the CW laser space to Jabil, $MRVL Celestial, and others for CPO. $250M MC as the light source chokepoint would be a joke. High confidence we’ll see this end up like $AXTI in a years time since it this will be the architectural paradigm for cpo scale up. Don’t care about volatility in the way up because I have conviction in how this plays out with photonics.

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Mike@Cefu_0804·26 Mar

@growthrapidly You tell me but that's an absolute top signal

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Joel@growthrapidly·26 Mar

The 3 biggest AI IPOs everyone is watching: OpenAI, Anthropic, and Databricks. If they all go public, this could be the biggest IPO wave in years. Which one has the most upside?

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Mike@Cefu_0804·25 Mar

@mrfundman Two things happen after the IPO 1.) Pumps well over 2T and doubters/bears in shambles, then gets hammered and dumps short term 2.) Dumps immediately after IPO, or very short afterwards That’s why you DCA with fresh capital. Obviously one wouldn’t sell $TSLA

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mr fundman@mrfundman·25 Mar

Who’s investing in SpaceX IPO? Are you planning to sell any of your $TSLA shares or use new capital?

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Mike@Cefu_0804·25 Mar

@aleabitoreddit @aleabitoreddit Thank you very much for communicating your entries, exits and positions so openly and transparent. I hear the bashing towards you became evident within the last couple of days. Be aware that those people are a loud but small minority. Thanks to you brother. 🤝

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Serenity@aleabitoreddit·25 Mar

FYI: I went long on $ARM at $139. Genuinely a compelling long at $143B MC as markets shift more from training -> inference. Then $ARM AI CPUs cannibalize the market for inference and $NVDA market share. Especially as LLMs get more lightweight. The projections to $25B/revenue (5x revenue) are already insane to justify risk-reward.

Serenity@aleabitoreddit

$ARM expects $15B in annual revenue from the the AGI CPU: "The company projects that the new chip business will generate over $15 billion in annual revenue" within the next 5 years. 5 times current revenues (~$25B revenue)... Arm probably deserves to be up more than 5% on this news if they're multiplying their revenue with a new product overnight?

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Mike@Cefu_0804·24 Mar

@futurist_lens Yes let’s just ignore robotics completely (:

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Futurist | 10x Disruptive Stocks@futurist_lens·24 Mar

The only stock list you need for the next 5 years. Bookmark this. Markets never run out of opportunities. You just need to identify them. Photonics - $AAOI $AXTI $LITE AI Utility - $IREN $CIFR $NBIS Space - $RKLB $ASTS $BKSY $SATL Drones - $ONDS $KTOS $AVAV Battery - $ENVX $FLNC Biotech - $IBRX $PRME $ABCL AI Inference - $OSS $FSLY $NET AI Power - $VRT $BE $VST Nuclear - $OKLO $UUUU $LEU Research the industry. Then pick your winners. That’s how you find your next 10× stock.

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Mike@Cefu_0804·14 Mar

@Axel_bitblaze69 It’s $200 a month. If you can get these costs down, sure. RN? Openclaw still no. 1.

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Axel Bitblaze 🪓@Axel_bitblaze69·13 Mar

this is the end for Openclaw. perplexity computer just went mobile and here’s why i think it’s not even close anymore: > 19 models working together > not one LLM doing everything. claude for code, gemini for research, gpt for long context, grok for speed.. it picks the right one automatically > zero setup. no mac mini running 24/7. no API keys. no terminal. no docker. open the app and go > works from your phone. start a task on desktop, check progress from your pocket. cross-device sync out of the box > cloud workspaces. every task runs in its own sandbox. browse, handle files, connect tools.. nothing touches your machine real integrations gmail, slack, notion, calendars.. connects to your actual workflow. not just “controls your browser” give it 5 tasks, it runs them all at once with different models. not one agent doing things sequentially.. love it.. gonna fully move on this now from Openclaw / clawdbot..

Perplexity@perplexity_ai

Perplexity Computer is now on mobile. Start any task on any device. Manage Computer from your phone or desktop with cross-device synchronization. Available now for iOS in the Perplexity app. Coming soon to Android.

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Mike@Cefu_0804·13 Mar

@Kalshi Wrong, some European countries do.

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Kalshi@Kalshi·13 Mar

JUST IN: Europe opens talks with Iran over Hormuz

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Mike@Cefu_0804·13 Mar

@aleabitoreddit He was right once. I don’t get why so many listen to him, almost cult-like. Everyone of us has been right once before. Everyone of us has been wrong as well. I stopped questioning things. Let live.

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Serenity@aleabitoreddit·13 Mar

I’m genuinely impressed: People are collectively paying Michael Burry $10 million + in yearly subscription fees. Just to lose money on both $PLTR and $ADBE. On top of their $400+ yearly sub fee. There were signs when they tried comparing Hubspot small business blogging valuations. To Palantir’s black box AI programs used to invade Iran and Venezuela. When they feel the need to block anyone on X because their arguments can’t hold up to public debate… Maybe you’re following the wrong person?

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Mike@Cefu_0804·12 Mar

@jrouldz As an investor in both $PLTR and $ONDS This is a match made in heaven

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Dr J Rould@jrouldz·12 Mar

As an investor in both $PLTR and $ONDS This is beautiful to see 🥲

Shay Boloor@StockSavvyShay

$PLTR is partnering with $ONDS to build an AI-powered intelligence and surveillance platform for defense customers. Palantir’s AI software will integrate with Ondas’ autonomous drones starting in Q4 2026.

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Mike@Cefu_0804·5 Mar

Although I am bullish on $RKLB posts like these fail to set apart what SpaceX brings to the table to receive this valuation. Saying that RKLB is just 2.2% of SpaceX’s value is too easy IMO. Dig into the different businesses SpaceX combines under one hood. You can’t simply reason by analogy that “Value SpaceX XYZ, RKLB ABC, therefore RKLB going to 50X”. But that’s what you’re doing.

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Luc@investingluc·5 Mar

SpaceX valued at $1.75T. $RKLB valued at $38B. Just 2.2% of SpaceX's valuation. SpaceX is 46x bigger. Saw @aleabitoreddit mention $RKLB being one of SpaceX's largest public competitors. SpaceX is like the mature older brother...profitable, dominant, much bigger. $RKLB is the little brother...smaller, not yet profitable, but building its own ecosystem of space systems + connectivity. Nevertheless, starting to look a lot like its big bro. Feel like it's becoming the best way to own a “mini spaceX” and capitalize on the run up anticipation phase into the IPO. If big brother IPOs anywhere near $1.75T, and little brother is only 2.2% of that...either SpaceX is wildly overvalued (no), or $RKLB is wildly undervalued (yes imo). Thinking this theme goes parabolic for the next 3 months. Led by $RKLB, now $71.

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Mike@Cefu_0804·2 Mar

@AlexFinn Isn’t that not recommended to do? Shouldn’t you always use a VPS or a Mac mini

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Alex Finn@AlexFinn·1 Mar

Hey you. Yeah you. You can literally download OpenClaw onto ANY computer right now and by the end of the night have an autonomous revenue generating 24/7 AI employee working for you. 0 programming required. Why tf are you doom scrolling instead

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Mike@Cefu_0804·8 Şub

@QuintenFrancois Well, we top ~500 days after the halving. It has always been October 2025. Just nailing the exact day isn’t easy. Anyways. You live and you learn for the next cycle.

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Quinten | 048.eth@QuintenFrancois·8 Şub

We should’ve listened to this guy

Quinten | 048.eth@QuintenFrancois

In 2023, this guy said the cycle top would be on Oct 6, 2025 On that exact day Bitcoin reached an ATH of $126,200

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Mike@Cefu_0804·6 Şub

@thejbullmarket It’s parkour from now on brothers GLHF

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James Bull@thejbullmarket·6 Şub

So this was all useless.

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Mike@Cefu_0804·6 Şub

@Eljaboom Check the dates of the posts. 2026 was well before the liquidations we just experienced. Cope.

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Elja@Eljaboom·6 Şub

The person who called the 2025 top has released his 2026 targets

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Mike@Cefu_0804·5 Şub

@Kalshi His name starts with an e ends with an lon ❤️

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Kalshi@Kalshi·4 Şub

JUST IN: Ticker $X has been secured by someone

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Mike@Cefu_0804·4 Şub

@jrouldz I’m the happiest at the times like these because I can finally buy at sexy zones while others fomo at ATH’s. Bless brothers 😤

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Dr J Rould@jrouldz·4 Şub

A lot of people ask me how I stay so calm through violent downturns I fail to see the utility in freaking out 😂

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Mike@Cefu_0804·30 Oca

@CuriousPejjy Both options are currently being considered as I’m reading it, potentially even combining xAI, Tesla and SpaceX all three. Did not have that on my bingo card. Bullish

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