Kailea & Tim

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Kailea & Tim

Kailea & Tim

@KaileaandTim

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Katılım Ocak 2026
120 Takip Edilen66 Takipçiler
Wayne Liang
Wayne Liang@wliang·
As mentioned before, we just got our third Weekly Blue Diamond on $AMPG. This is ground zero. Note the bull tracker at the very bottom. Once that flips bullish, we'll likely be in the $5-6 range. I said the same thing about $DGXX early on before it flipped from ~$6 to ~$8.
Wayne Liang tweet media
Wayne Liang@wliang

So during my deep dive into Space, cross checking names that Renaissance holds, I came across only two names under $1B MC. > $SATL (~$1.4B MC now) - I called an entry for you at ~$3, now it's ~$9.60 (I hope you’re enjoying that 3x+). > And $AMPG. Currently sitting at ~$98M MC. (While I remain bullish on both names, I’ll lightly compare the two for the sake of this post) The interesting part is the actual fundamentals behind it, backed by numbers... $AMPG is debt-free (very rare for small caps), 165% revenue growth in 2025, $50M revenue guidance, with a $20M+ backlog. Imagine revenue being half your market cap… that’s asymmetry. $AMPG is generating ~14x more revenue per dollar of MC than $SATL at this very moment. Meaning, they have similar revenue, but $SATL is trading at 14x more. I can see why it's the only space-related name RenTec holds under $1B MC... it also has multi-sector exposure, (satellite, 5G, defense, quantum) making it a multi-thesis bet. And you know me, I love those valuation gap fills. If $AMPG scales towards $SATL's ~$1.4B MC, that's quite literally 14x from here. And if you want direct product competitors, there's even more asymmetry (mind you $AMPG is in a unique position in its own unusual niche): > $MTSI offers the same products and end markets. Sitting at ~$27B MC. > $QRVO is a major RF/microwave competitor as well, which currently sits at ~$8B MC. > From the defense aspect, $LHX is the most vertically integrated comparison at ~$58B MC. As for technicals, using Startup.io indicators, we just got the third BD (final buy-signal) on the Weekly timeframe. We've seen how this usually plays out. I started a position after my research. Will ride this for a while. As usual, NFA.

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Sun Liao
Sun Liao@sunxliao·
Renaissance Tech (most successful hedge fund in history) INCREASED positions in interesting names... $BTBT owns a lot of $WYFI $CORZ multi-billion hosting backlog $CPSH defense rare specialty materials $CTRM small cap dry bulk shipping $CVV epitaxial deposition equipment $ETOR global retail trading platform scale $GEN Norton plus LifeLock cyber moat $GOOGL TPU finally getting respect $IMPP ultra cheap product tanker fleet $LPTH precision optics for defense $MAMA refrigerated grab and go $MELI Latin America commerce $MSTR largest corporate $BTC treasury $MTC synthetic biology biomaterials $PAYS prepaid card programs for plasma $SNDK NAND memory pure play $TENB cyber exposure management $TOYO Japanese solar cell tech maker $WGS whole genome sequencing leader $ZS zero trust cloud security pioneer 13F filing (03/31/2026 reporting period). They also added the space ticker I'm talking about tomorrow... 🫡 Can you figure out which one?
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Kailea & Tim
Kailea & Tim@KaileaandTim·
@PeterSchiff @saylor Low IQ Peter is currently correct but he fails to see the long term value when Bitcoin hits a million bucks Peter will complain about the dip to $900,000 🤣 🤡
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Peter Schiff
Peter Schiff@PeterSchiff·
@saylor And you’re already down over 4%. Imagine how much lower Bitcoin would be now without that buying. At this point, your “paper” gain on your entire Bitcoin position, accumulated over more than five years, is just 2.5%. It’s hard to find a worse-performing investment than that!
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Michael Saylor
Michael Saylor@saylor·
Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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Bryan Johnson
Bryan Johnson@bryan_johnson·
I've been praying the past few weeks. Unsure why. There's good evidence behind prayer. It mimics breathwork, calming the nervous system, dropping cortisol, and quieting the brain. Daily prayers show lower depression, anxiety, and pain. I'd like to develop a prayer practice. Growing up, the protocol was written for me. Explaining whom to pray to, the structure of the prayer, and the boundary conditions. I don't really know how to pray now.
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Bird
Bird@Bird_XRPL·
All in XRP
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The Long Investor
The Long Investor@TheLongInvest·
This month is our 3rd Year Anniversary of launching @TheLongInvest Since then: - I have uploaded over 15,000 Charts to my private group - Shared +40 Deep Dives - Shared +150 Fundamental Analysis - Tweeted 25 times a day (every day) - Grown my X account from 3,000 to 230,000 - Interviewed Multiple CEO's - I have the fasting growing and earnings finance page on Patreon - Created a Multi-Million Dollar company - Have a better market performance than every single fund on the Street. - And I charge the lowest fees, as we are not performance percentage based. We are completely independent and have our own in house analysts that can’t be influenced. And there is no delay when we issue our Buy and Sell alerts, unlike the 3 month delay for superinvestors. You can’t compete with this. Join the movement
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Josh Man
Josh Man@JoshMandell6·
@dampedspring It is if/when it becomes a mechanism for distributing Bitcoin ownership to millions of people via S&P 500 index inclusion. I’ve read all your posts, so I know you don’t believe this could happen, but I disagree.
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Andy Constan
Andy Constan@dampedspring·
I really don't know the answer but Is $MSTR good for BTC?
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Killa
Killa@KillaXBT·
$BTC The streak lives, for now. We’re currently at my entry. If you happened to follow me, this is your opportunity to fully exit and either look for a higher re-entry or abandon the bear market thesis altogether. As for me, I’ll be holding the position regardless as its only 50% size. Let the games begin. 🎲
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Killa@KillaXBT

It does look like the winning streak for swing shorts may be coming to an end. It was a solid run. De-risking 50% on the retest below 80K $BTC turned out to be a good call. Invalidation remains the same, a 1D closure 84K. You can definitely short my stop loss, it’ll probably mark the local top given they are paying attention to everything I do.

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⚔️ XRP Avengers ⚔️
⚔️ XRP Avengers ⚔️@XRP_Avengers·
I am less than 35 years old and I plan to hold $XRP for next 10 years. I want to achieve financial freedom and retirement through XRP at the age of 45. Is this wish possible? 🤔
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Kailea & Tim retweetledi
Bryan Johnson
Bryan Johnson@bryan_johnson·
Last year I nearly shut down Blueprint. My reasoning was that in the grand game of existence, getting our societal goals right is the only thing that matters. In the long arc of time, it wouldn't matter if I built a longevity company. I wanted to invest all of my energy into Don't Die. Maybe I'm naive, however it seems obvious to me that when your species is giving birth to superintelligence, your sole concern becomes survival. Not because you're scared or fear what may come, but because you realize that superintelligence is big. Bigger than any of us can imagine and happening faster than our intuitions allow us to model. This is a hard concept for Homo sapiens to understand because we are not good at understanding our limitations of knowing. In the void of not knowing, the one thing that we each know to be true is that none of us want to die right now. When tomorrow arrives, that will be true about the next day too. Don't Die is not about immortality. It's about the most basic observation of intelligent life, we want one more breath. Just as Homo erectus, a million years ago, with an axe in their hand, was unable to articulate our modern world, we are once again Homo erectus relative to AI. We may experience a million years of relative progress in the next 10, 20 or 50 years. Given this, Kate and I have cycled through this problem hundreds of times over the past few years. How can we get the world aligned around Don't Die? Committed to the idea that in spite of our many differences, we share a planet and a common interest in tomorrow. Basically, how can we make existence profitable and die unprofitable. We saw the problem as two-fold. One practical and one spiritual. Practically, we need things to work in the world: clean water, transportation, energy, security, stable institutions, communications and health care. Spiritually, we need purpose, existential explanations, and hope. We also need progress and adventure: solve aging, abundant AI, creative joy and expression and things to build. We decided to build on both fronts. Blueprint would be the practical, a company aligned to Don't Die. A group of humans that labor together to help other humans thrive as their sole objective. To hold ourselves to a standard of making existence profitable and die unprofitable, for ourselves. To never let profit corrupt this goal. Sounds simple until you take stock of how many companies make their living on making humans die. Sometimes this is done openly and other times it's hidden in a mesh of poorly aligned incentives that are invisible. This is not an esoteric philosophical argument, death is measurable in a biological system. You can get clever and find arguments ("does this mean we shouldn't have children?") but we know death and life when we see it. On the spiritual side, we think that 2027-28 is the breakout time for Don't Die. Maybe we're off by a year or two, but we think it's soon. We believe that AI will create several societal shocks, none of which we will predict accurately, but will leave the world feeling unmoored. Hopefully it won't be catastrophic, but will be a cold water dunk we need to awaken us to the realization that no one really wants to die right now and that our current societal systems that profits from death are ill suited for this moment. That in our most sober moments, when at funerals, or after a near-death experience, we see clearly, even if for a few minutes. Above all, we care about life more than anything else. All else fades away in those moments. We see with crystal clarity that all the other stuff that had us entranced wasn't that important after all. I write this for two reasons. First, to invite you to build Don't Die in the practical world. Capitalism (profit and loss) is a good system that has done society well. In whatever you're building, align your and your organization's efforts with a loyalty to acting in people's best long term interests. Don't do things that cause other people to die, commit self harm, or create societal harm. This doesn't mean being paternalistic, it means using your best judgement about how you'd want someone else to treat you if the roles were reversed. Second, to ready yourself for the new philosophy that will be arriving shortly. One that prioritizes our shared existence and vitality above all other goals. Don’t Die is the foundation. Immortalism is what we’re going to build. Again, not for selfish reasons, but because we understand that we are warriors and caretakers of intelligent life in this part of the galaxy and we take on this responsibility with honor and nobility.
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Killa
Killa@KillaXBT·
Searching for something like this on the LTF for $BTC.
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Kailea & Tim
Kailea & Tim@KaileaandTim·
@IncomeSharks @Kalshi Not quite! There will be a sell the news dump however it will be bought up with such haste, and we will make new all-time highs very rapidly
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Kalshi
Kalshi@Kalshi·
BREAKING: Trump says stock market will go "through the roof" when war ends
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Kailea & Tim
Kailea & Tim@KaileaandTim·
@bryan_johnson True story, UNC, I know someone who was diagnosed with terminal cancer and given less than a year to live. He decided to go back to Greece and he got drunk on his mother‘s red wine every single day. 20 years later, he is still alive. Perhaps maybe not all alcohol is bad?
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Bryan Johnson
Bryan Johnson@bryan_johnson·
This is it. Everything learned spending millions on longevity. From: Your Immortal Unc and Auntie. To: Our Immortal nieces and nephews. 0. Sleep is the world's most powerful drug. 1. Be in your bed for 8 hours 2. Same bedtime every night, any time before midnight 3. Don’t eat right before bed 4. Calm foods for dinner 5. No screens 1 hour before bed 6. Avoid added sugar (be aware it’s in everything) 7. Avoid all things in an American convenience store 8. Avoid fried foods 9. Shoes off at the door 10. Eat whole foods, particularly veggies fruits nuts legumes berries 11. Walk a little after meals or air squats 12. Get your heart rate high routinely 13. Lift heavy things 14. Stretch daily 15. Water pik, floss, brush, tongue scrape, morning and night 16. Make an effort to drink water 17. Get sunlight when you wake up (UV is low) 18. Protect skin in midday sun 19. Stand up straight 20. See at least one friend once a week 21. Avoid plastic where you can (in all things) 22. Circulate air in rooms 23. When stressed, breathe, learn to calm your body 24. Go to the dentist 25. Avoid sitting for long times 26. Protect your hearing, the world is too loud 27. Alcohol is bad for you 28. Finish coffee before noon 29. Avoid bright lights after sunset 30. If obese, look into a GLP 31. Sleep in a cold room 32. Texting while driving is dangerous 33. Turn off all notifications 34. Limit social media use 35. Don’t smoke anything 36. If you struggle to sleep, read a physical book before bed 37. 1 hour before bed have a calm wind down routine: bath, read, light walk, listen to music 38. The body is a clock and loves routine. Have a daily morning and evening schedule. 39. Avoid long distance travel where you can 40. Baby steps first: incorporate new things slowly 41. Do less… most things don’t work. Bonus points if you get your blood checked. Start here, it will change your life.
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Kailea & Tim
Kailea & Tim@KaileaandTim·
@TylerSCrypto @WatcherGuru This guy is only a clown at this point. What’s sad is eventually he’ll get one right out of the dozens he got wrong.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Big Short investor Michael Burry says stock market is "minutes" away from a "bloody" crash.
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Kailea & Tim
Kailea & Tim@KaileaandTim·
@KillaXBT Sir, I have repeatedly warned you that the bottom is in. However, we will get one more dump to around 70s area after we get to around 90 K.
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Killa
Killa@KillaXBT·
You’ve got to be chronically schizophrenic to read this $BTC price action.
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RWA_Investor
RWA_Investor@RWA_Investor·
whatever the narrative will be. The market will see a correction of 61.8–78.6% of Wave 1. Worst Case 88.7%. In Elliott Wave theory, a 78.6% retracement of Wave 1 is a valid, though deep, level for Wave 2, signaling a strong correction that holds just above the start of Wave 1. a 78.6% retracement often precedes a strong Wave 3. In the end, it's just a wild roller-coaster ride to flush out weak hands or feed the majority into the bear camp for the trap. Keep an eye on crypto Twitter when the correction hits. The 40K-calling bears will rise up, arrogant bears far and wide. “I told you so,” “bull trap,” “relief rally,” “40K next.” That's exactly when the trap will snap shut. The expansion to 145K will happen out of nowhere (1) 97-105K (2)68-74K (3)145K
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