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@KHvyHash

$kas

The end Katılım Ağustos 2011
3.4K Takip Edilen2.9K Takipçiler
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@KHvyHash·
Posting for future reference for client performance since I did a ton of rebalancing all the ports today (2 are Roth IRA’s and it’s literally a cheat code in equities)
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@KHvyHash·
@bramk Unironically I’m sure I understand bitcoin better than you do
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@KHvyHash·
As a former Bitcoin guy the ignorance collectively amongst them is crazy and I’ll be the sure ignorance is never forgotten 😏
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@KHvyHash·
Genuinely excited to focus my attention back to kaspa:native next month..can’t even lie I’ve been busy this entire calendar year practicing the stock market dominating and enjoying it while I stack $KAS
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———————Wuzi———————————-
@Vikingobitcoin9 @KHvyHash @anbrandenburger @BitcoinIsaiah @AdamBLiv I won’t even classify myself a maxi but I really understand their frustration sometimes. Had one Kaspa dude in my mentions two years ago talking about it would flip bitcoin 🤦‍♂️ Even dropped a link. whenkas.github.io 🤦‍♂️ How it started (2024) vs how it is going Sigh
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———————Wuzi———————————-@dawuzi

@simogattok @delzennejc Who are these ones again 🤣🤣 We haven’t finished with the ETH maxis that have been screaming the flippening for the past 8 years. TF is Kaspa 🤣🤦‍♂️

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Vikingo
Vikingo@Vikingobitcoin9·
Rofl
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Harry (🔺/Arc)@RedChainHarry·
@KHvyHash @aleabitoreddit By fundamentals I mean their financial ratios, I agree the lasers could become huge and a massive player but until Sivers prove they can start turning this into a profit surely it’s purely all speculation driven? Happy to be proven otherwise
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Serenity
Serenity@aleabitoreddit·
For people trying to do valuation analysis on $SIVE. Ayar, Celestial, Lightmatter, Lightelligence are probably valued probably ~$4B-15B+ today. Sivers is ~$2.6B MC and they're likely upstream laser for them all. I'm not even including Poet, TFLN links like Hyperlight/Lightium, or pluggables like Jabil + other undisclosed players in valuation analysis. Or their other segments like CHIPS Act contracts or Apple/Nokia relationships. Or humanoid/physical AI segments with Aeva + others. Retail aren't as familiar with private markets... But these companies are all considered the frontier CPO players, and are growing valuations/scaling rapidly. So, I'd expect $SIVE to command similar if not higher valuations given laser chokepoint premiums. Especially after they pull off M&A to TAM expand revenue. New Blackrock/Vanguard/MSCI/NASDAQ inflow next month helps close that gap over time. But NASDAQ listing is probably what gives Sivers a premium.
Dominik@Dominik56798023

@aleabitoreddit Is it still worth investing in Sive?

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@KHvyHash·
@RedChainHarry @aleabitoreddit The lasers they make are the fundamentals..have you researched their specific lasers vs competitor ?
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Harry (🔺/Arc)@RedChainHarry·
@KHvyHash @aleabitoreddit This is just speculation tho, a security needs to back up speculation with fundamentals and right now there’s a lack of this
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Vikingo
Vikingo@Vikingobitcoin9·
@KHvyHash @anbrandenburger @BitcoinIsaiah @AdamBLiv My god you must be destitute 😂 I have 9 years in 6 months in BITCOIN. You think you are doing better or will ever do better than me you are smoking crack. This has been fun though been awhile since I’ve done toxic stuff. HFSP 👋
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Harry (🔺/Arc)
Harry (🔺/Arc)@RedChainHarry·
@KHvyHash @aleabitoreddit Axti market cap is only twice that of Sivers, sure $SIVE can 3x from here but beyond that I highly doubt unless they start making money
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@KHvyHash·
@Vikingobitcoin9 @anbrandenburger @BitcoinIsaiah @AdamBLiv Low IQ reply..not only do I sleep easy at night..I continue to buy more because it’s that obvious But 10 years of experience in this industry I don’t expect most to have the ability to conceptualize what’s not put right in front of their eyes
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Harry (🔺/Arc)
Harry (🔺/Arc)@RedChainHarry·
@aleabitoreddit Negative earnings is an issue tho, there’s only so high $SIVE can go without being profitable
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@KHvyHash·
Markets might be closed today but the two international stocks are ripping $SIVE just caught $AXTI as my best performer YTD 😎
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