Clearingkarma
6.1K posts
Clearingkarma
@Clearingkarma17
Love, peace and happiness to YOU who is reading this ❤
Katılım Ekim 2021
1.9K Takip Edilen562 Takipçiler
Druckenmiller just filed his Q1 13F.
Bullish for semis and photonics. Bearish for big tech platforms and financials.
New buys: $AVGO. $ARM. $MU. $INTC. $COHR. $LITE. $JBL. $SNDK.
Added: $STM +238%.
What he dumped:
$XLF $301M. $GOOGL $121M. $ENTG $71M. DocuSign $70M. Goldman $24M. All fully exited.
$AMZN slashed 94%. $MELI slashed 94%. $LSCC cut 65%. $ON half gone.
Big tech platforms. Financials. Consumer. Gutted.
Silicon and light got the capital.
$AVGO and $ARM are the compute and architecture layer. $MU is the memory. $COHR and $LITE sitting right next to them in his new buys solidifies photonics as the new kid in the AI infra stack.
Copper can’t move data fast enough between GPU clusters at the distances AI data centers require. Light can. Coherent and Lumentum make the components that replace copper with photons at 800G and 1.6T speeds. $STM adds GaN and SiC to power the whole stack.
So you get: Silicon computes -> Light connects -> Power feeds.
Bullish bet on the AI Builout
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Wow I’ve hit 300k followers just now!
What a milestone! My goal from the start was always to help retail from Day 0 instead of institutions.
That being said… I’ve probably helped out $IBKR too much recently with thousands of new “Serenity Accounts?
$HOOD retail DW… Working on something surprising for you all, just stay tight.
Maybe 6-8 weeks?
Regardless happy to see so much validation of my thoughts.
And I hope whatever I do sets a lasting example for X about the positive sum nature of free information democratization.
Jimmy狐狸@jimmyhuli
这一波 Serenity 带着大家买瑞典、德国、法国、韩国股票的，都跑去 $IBKR 开户了吧。 $HOOD 真心悲剧
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@Nebraskangooner @Rager Have fun at the Wolves game boys!
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Met up with the legendary @Rager in Minnesota.
A little golf simulator action to kick off the trip. 🏌️♂️
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When $HYPE goes to $100 I won't tell anyone I went all in at $40 but there will be signs.
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Excited to see everyone come together for this historic moment. AQAv2 brings the protocol-aligned stablecoin model that @Nativemarkets trail-blazed to USDC with @Coinbase and @Circle's commitment to Hyperliquid. The community no longer has to choose between liquidity and alignment.
Our industry will face adversity as we continue to grow. It gives me hope seeing titans of the industry come together to build for users and bring all of finance onchain.
Hyperliquid@HyperliquidX
Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.
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Riiiiiight. Hold your breath and wait. …They’ll rotate into robotics and commodities.
Jeff Park@dgt10011
Imagine the candle when Korean retail finally rotates out of Hynix, Samsung, and Hanmi and comes back to Bitcoin It’s simply a matter of time
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I don't think ppl fully grasp new fiscal & monetary era we are in, slow value erosion of fiat money combined with relentless AI bid not due to speculation but actual necessity and perpetual race between not just companies but countries as well
nothing stops this train for now
Saminfa@sami_a_nfa
@smileycapital explain this, how is the s&p500 at ath's, inflation is up, interest is not going down and maybe higher in some countries, bond yields are high?
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@IncomeSharks @Intel_degen Shark is compounding. No need to take excessive risk.
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@Intel_degen Retired from trading, so either I disappear off X or I start charging for my time that could be spent with my child. I don't care that for a period the uber drivers and retail are outperforming, most will give it back. Buffet became a billionaire with 20% gains yearly...
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While everyone was busy chasing $NVDA they ignored $SNDK at the lows. While everyone was busy chasing Bitcoin they missed $HOOD at the lows. While everyone was chasing $GOLD they missed Semis. And while everyone is chasing Semis and Memory they are missing something else.
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• privacy matters much more in a world where we have governments armed with superintelligence that has access to all knowledge and everything on the internet, freedom to transact & store wealth without oversight
• crypto is only real hedge against AI in that AI makes everything infinitely cheaper and in doing so infinitely easier to create non-human content, crypto is the only tech that can verifiably prove things are human-generated in post-AGI world
• AI build out is currently inhibited by lack of compute, as scaling up the power grids & ramping up production of more chips takes time, there is room for coordination of unused compute to fill this gap - does not work for the actual training of the models but can work for inference during consumer & enterprise usage
• every AI lab censors their models based on internal guard rails that we do not get to opine on, there should be uncensored open source equivalents of these AI models that anyone can use, crypto is ideal place for this to flourish
• current traditional financial systems are slow and antiquated, open blockchains with stablecoins will be the end state for how value is transmitted globally, much faster & cheaper than existing alternatives with more room for tighter integrations across the stack - confirmed by increased regulatory interest with things like Clarity Act and others & also by many large tech/finance companies interest in building in crypto
• the entire world is trading, with more and more financial apps becoming 1 stop shops for all things retail can trade, it will become easier and easier for retail to shift between stocks/crypto/commodities, crypto has always been the riskiest industry but also the one where retail can achieve 100xs with small amounts of capital in short amount of time, only takes one or two coins doing well to remind people of this thesis
• 99% of coins are scams, this makes it much easier to identify and buy the ones that aren't scams, this also concentrates the amount of available capital into small # of names which leads to aggressive reratings in short amount of time, investing in crypto when everyone is convinced it is a scam is how you frontrun fomo buyers, institutions & retail alike
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Reasons to buy Crypto other than 'it's cheap relative to stocks'...?
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Have said this for a year now. But if you aren’t trading stocks you’re doing yourself a huge disservice.
There’s going to be a few big boom and bust cycles. It’s going to be volatile so be warned. but AI is going to revolutionize every part of our lives. From agriculture and health/medicine, to general businesses , space travel, defense, robotics and anything you can possibly imagine. We are only in year 2 of this. It’s like finding crypto in 2014 in some ways.
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Really want to focus on the coins that ppl aren't talking about as much. everyone already knows about $hype, $zec, pump ,$TON, all of those coins. I like looking for coins that are under owned. $VVV was a perfect example; seems like ppl mostly were sidelined (myself included) for a while.
coins that could be under the radar:
BIO (I think entry could be soon)
Sportfun
ONDO
some of the TON/Privacy beta could be interesting but only if the leaders hold up
maybe PENDLE ?
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@Million_Sancet Got some orders filled today. Hoping for a bit more of a pullback next week to add.
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Oh come on, Swedes, stay still
We are seeing the largest coordinated attack against $SIVE to date
Am I worried?
Really not
The reality is that if I didn't already have a position, this would be the perfect entry point they are opening up for you
The reason I’m not buying more despite the drop is because my entry price is already significantly lower
Should I put 5% of my portfolio in now that it has dropped a lot?
It’s not worth it
First of all, it would raise my average price
Secondly, I would be wasting money that I could use to buy asymmetric stocks like $SMOL or $322310 (Auros)
What Serenity is mentioning is pretty crazy
Not long ago, I uploaded a post talking about the % of Swedes that held the $SIVE float
That number is approximately 60%, as they correctly mentioned
Obviously at some point they were going to approach 0%, and then what?
When the US holds almost the entire float
Since they are the ones who truly understand the CPO supply chain right before the ramp up
And how well positioned $SIVE is
What do you think will happen?
Now, truly: neither headlines, nor local funds, nor Swedish retail investors are going to pull it down
This is a straight line, or almost a straight line, from here on out as the CPO results become apparent
This is your last great opportunity to load up
I wouldn't let it pass by
Serenity@aleabitoreddit
What did I say? $SIVE was undergoing a transfer of Swedish ownership over to the US... If I'm interpreting things right from the new cap table. The US / West now owns 42.18% of $SIVE: ~ $FNF (Fidelity) - 11.5% (US/West) ~ $SCHW (Schwab) - 11.4% (US/West) ~ $IBKR - 9.25% (US/International) ~ Pershing (BNY Melon) - 4.15% (US/West) ~ Morgan Stanley - 3.12% ~Merrill Lynch ( $BOA ) - 2.76% Europe: ~7.73%: Clearstream Banking - 6.16% (European) UBS Switzerland AG - 1.57% (Swedish/EU) While Swedish now hold ~7.49% of $SIVE: Försäkringsaktiebolaget Avanza Pension - 4.76% Nordnet Pensionsförsäkring AB - 2.73 Before, Sivers was a ~60% European/Swedish retail owned company... They went from that, down closer to 0 as they keep selling their shares. US has close to majority control, right before the CPO supercycle of 2027. Transfer seems almost complete?
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The reason $AAOI is such a volatile stock...
These dudes are either lying SO hard or this is the most asymmetric set up in the stock market.
Today they said they can go from $150M/quarter to $470M/month in ONE YEAR.
Photonics TAM says yes. Mgmt track record does not.
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