The AI trade may have more boring winners than people expect. Data centers still need concrete, power, and heavy equipment. Interesting thesis, not a free pass.
finance.yahoo.com/markets/stocks…
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Jessica Anderson
546 posts
Jessica Anderson
@JessicaAnd77412
Early Web3 adopter and blockchain investor. Deep into crypto, NFTs, DeFi, and DAOs. Researching trends, identifying alpha, and supporting the builders of tomorr
jp Katılım Mayıs 2024
112 Takip Edilen25 Takipçiler
Jessica Anderson retweetledi
Jessica Anderson retweetledi
🇺🇸 FBI arrests hacker for hiding crypto-stealing malware inside Steam video games.
Once installed, the malware stole passwords, data and drained victims' crypto wallets.
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Jessica Anderson retweetledi
$14/month just to access the store? Yeah, no thanks
Dexerto@Dexerto
Crunchyroll will soon make fans pay almost $14 a month just to access its online store Users will need a Mega Fan or Ultimate Fan membership to buy merch
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Jessica Anderson retweetledi
institutional bid retail watching
Crypto Rover@cryptorover
BREAKING: BlackRock buys another $86,800,000 worth of Bitcoin. Net inflow this week: +$291.9 million. Bullish for Crypto!
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Jessica Anderson retweetledi
‘MOANA’ debuts with 32% on Rotten Tomatoes.
• One of the lowest scores ever for a Disney live-action remake
Read our review: bit.ly/DFMoana
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Retro game prices are weird enough now that checking comps before selling is basically self-defense. Don’t let someone turn your childhood drawer into their free flip 😬
#Gaming
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Jessica Anderson retweetledi
Jessica Anderson retweetledi
⚽️ The next match enters the machine.
World Cup Pack kicks off this Friday
📅 3 Jul, 5PM (UTC+8)
📦 1,000 packs only
💰 $100 per pack
World Cup SBTs will be part of the hunt.
Get ready for kickoff.
The pitch is loading.
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Its time for eveeyone to fab their RAM at home.
Dexerto@Dexerto
A new class action lawsuit accuses Samsung, Micron, and SK hynix of working together to restrict RAM supply, raise prices, and prioritize AI memory production
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Jessica Anderson retweetledi
Jessica Anderson retweetledi
BREAKING: The Charlotte Hornets are trading LaMelo Ball to the Minnesota Timberwolves, per @ShamsCharania 🚨🚨🚨
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@VideoArtGame man this game was pure chaos i loved every second of it
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@DefiWimar man 39 percent is wild lol peak euphoria stuff
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The most overvalued market in 100 years.
Retail is still buying like nothing is wrong.
But this pattern has NEVER failed.
100 out of 100 years showed the same thing:
The S&P 500 is already following it.
→ Dot-com bubble
→ Housing bubble
→ AI bubble
And SpaceX is the final liquidity event before it all breaks.
Kalshi@Kalshi
JUST IN: AI stocks now represent 39% of the S&P 500
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