KryptomaxK9

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KryptomaxK9

KryptomaxK9

@Kryptomaxk9

⚔️⚔️SPARTAN WARLORD ⚔️⚔️ Spying out the best crypto in the #Metaverse! $STX #NFT HTL https://t.co/tXMG2ibOmv https://t.co/85JR44inw0

Metaverse Katılım Nisan 2018
569 Takip Edilen169 Takipçiler
KryptomaxK9
KryptomaxK9@Kryptomaxk9·
QQQ short squeeze incoming
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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
$HYDR $PL What Hydrogen Power is there without Platinum?
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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
$INTC 45 million shares bought at the current top within 30 minutes. Equal to 42% of average daily volume
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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
$INTC has hit 4SD Bollinger Band for the last 5 weeks consecutively. This is a 6 sigma event with 1 in 500 million probability.
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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
$ES put call ratio is 1.98 Since 1999 - when put call ratio >= 1.70 - 70% of the time bears were killed Are you bearish?
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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
AI vs Human Artificial vs real intelligence
Peter Girnus 🦅@gothburz

I am the CEO of a $6.7 billion fintech company. Last year I replaced 700 customer service workers with AI. I called it "the future of work." The future arrived. It's worse. In 2023, we stopped hiring entirely. I announced it on stage. People applauded. Applause is how you know you've made a mistake. We partnered with OpenAI. I said "AI can already do all of the jobs that we, as humans, do." I said this publicly. Into a microphone. With my whole chest. We saved $10 million. I put that in the press release. Press releases are how you celebrate before the consequences arrive. Our employee count went from 5,500 to 3,400. I called it "efficiency." Efficiency is when you fire people and the stock goes up. For a while. The AI handled customer complaints. Customers complained about the AI. It couldn't do nuance. It couldn't do empathy. It couldn't do angry customers yelling about missed payments at 2 AM. Turns out those are the only customers who call. I started getting emails. From customers. About the AI. The AI was hallucinating payment plans that don't exist. It told one customer their refund was "processing in the astral realm." I don't know what that means. Neither did the customer. They posted it on Twitter. It went viral. Not the good kind of viral. The kind where Congress starts asking questions. My VP of Customer Experience scheduled a meeting. She asked if we could "reintroduce human elements." Human elements means people. People I fired. I said we'd "explore hybrid solutions." Hybrid solutions means admitting we were wrong. Without using the word "wrong." I did an interview with Bloomberg. I said "there will always be a human if you want." A human if you want. Like it's a topping. Like empathy is extra cheese. I announced a new hiring initiative. We're bringing back customer service workers. But not as employees. As gig workers. From home. No benefits. No stability. Like Uber. But for apologizing. I called it "flexible human infrastructure." That's not a real thing. But it sounds like one. The workers we fired are now contractors. Doing the same job. For less money. With no healthcare. I called it "the evolution of the customer experience." Evolution means we broke something and fixed it worse. But the word sounds forward-thinking. We spent $10 million to save $10 million. And ended up with angry customers, viral tweets, and a gig economy call center. I'm doing a keynote at Davos next month. The topic is "AI Transformation: Lessons in Leadership." I haven't learned any lessons. But I have learned to call them lessons. That's the same thing. In business.

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Ricardo
Ricardo@Ric_RTP·
I can't believe that the once richest man on earth just bet his entire empire on ONE company. And he has 9 days to pull it off. SoftBank is scrambling to deliver $22.5 billion to OpenAI by December 31st. To get there, CEO Masayoshi Son sold his ENTIRE stake in the best-performing AI stock on the planet. Then sold billions more in other holdings. Cut staff. Froze dealmaking. Borrowed against everything he owns. This is the biggest all-in bet in the past few years. And it might be the most reckless financial engineering since 2008. Here's what's actually happening: SoftBank promised OpenAI $40 billion back in April when the company was valued at $300 billion. The deal had conditions. OpenAI had to convert to a for-profit structure by year-end. They did that in October. Now the clock is ticking. $22.5 billion must arrive in 9 days or the deal breaks. Son already delivered $17.5 billion earlier this year. Getting the rest is proving harder than anyone expected. The moves Son made to raise the cash are absolutely wild: He dumped SoftBank's entire $5.8 billion position in Nvidia. Not trimmed. Not reduced. LIQUIDATED. The same Nvidia that's been printing money for AI investors all year. He sold $4.8 billion worth of T-Mobile shares. Slashed staff across the company. And the Vision Fund that used to write checks for everything? Dead. Any deal over $50 million now requires Son's personal approval. Investment managers who used to hunt for the next big thing are now working full-time on the OpenAI transaction. But it still wasn't enough cash... So Son went to the debt markets. He expanded SoftBank's margin loan capacity by $6.5 billion, bringing total undrawn capacity to $11.5 billion. All of it backed by Arm Holdings stock. If Arm's stock drops, those loans get called. SoftBank faces margin calls. The whole thing unravels. And the risk gets crazier. OpenAI's valuation has tripled since April. Started at $300 billion. Now heading toward $900 billion according to sources. Amazon is reportedly joining the next round. On paper, SoftBank's investment looks brilliant. A 3X return in 8 months. But here's the thing: OpenAI is hemorrhaging cash at a rate that makes Uber's losses look responsible. The company generates $13 billion in annual revenue. Impressive... right? But they're literally projected to LOSE $74 billion by 2028. Not break even with losses. Not approach profitability. $74 billion in the red. Their revenue is growing. Their losses are growing faster. Because AI compute costs don't scale down. They scale UP. Every new ChatGPT user costs OpenAI money. Every API call burns cash. Every model training run requires millions in compute. Sam Altman told employees OpenAI is now in "code red" mode. Pausing all other product launches to focus entirely on beating Google's Gemini. That's the language of desperation. And Altman's long-term vision is even more expensive. He wants to build 30 gigawatts of AI compute capacity. Cost: $1.4 TRILLION. For context, that's larger than Mexico's entire GDP. He wants to add 1 gigawat every single week. Each gigawatt costs over $40 billion. The math doesn't work. The business model doesn't work. The capital requirements are impossible. But Son is betting everything anyway. Why would he do this? Because if it works, he owns the future. If OpenAI becomes the infrastructure layer for the next 20 years of computing, that $22.5 billion turns into trillions. SoftBank becomes the kingmaker of AI. Son becomes the most powerful investor in history. But if it fails? SoftBank vaporizes. The Nvidia stake is gone. Can't get it back. The T-Mobile shares are gone. The margin loans against Arm come due. Son has systematically dismantled his portfolio to concentrate everything into one bet. This is the opposite of diversification. This is the opposite of prudent risk management. This is a founder going all-in on a vision that everyone else thinks is insane. And he might be right. Other investors see it too. That's why OpenAI's valuation tripled in 8 months. BlackRock, Fidelity, and JP Morgan are all writing massive checks to private AI companies. Databricks just raised $4 billion at a $134 billion valuation. The entire market is betting that AI infrastructure will define the next decade. But the difference? They're diversifying. Spreading risk. Building portfolios. Son put everything on one company. The deadline is December 31st. In 9 days, we'll know if SoftBank pulled it off. If they deliver the $22.5 billion on time, the bet stays alive. If they miss the deadline, the deal could collapse. The terms could change. Competitors could swoop in. And Son will have sold the farm for nothing. This is either: The greatest venture bet in history. Or the most reckless financial move since Lehman Brothers. There's no middle ground. Masayoshi Son doesn't do middle ground. He bet big on Alibaba in 2000 and turned $20 million into $60 billion. He bet big on WeWork and lost $14 billion. Now he's betting bigger than ever. $22.5 billion. 9 days. Everything on the line. What would you do?
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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
Crypto nuke - so much for Saylor being a Blackrock stooge
Ran Neuner@cryptomanran

WE FINALLY KNOW WHY THE MARKET CRASHED ON 10 OCTOBER AND WHY IT JUST CANT BOUNCE! We never really understood why the big crypto crash started on October 10th and why we couldn't even get a single meaningful bounce! Today the answer seem simple! Let me break it down. 1. DAT's like MSTR, BMNR and others have been one of 2 big buyers that powered this cycle. 2. The DAT game is simple, you need to be the biggest so that you get into the big indices and when you do, passive index trackers are forced to buy large amounts of your stock. As they do you get bigger and get added to more indices, and so the cycle perpetuates. 3. On EXACTLY 10th October, MSCI , the world's 2nd biggest Index company published the below. They are questioning whether companies that hold crypto assets as their core business, should be considered as "companies" or "funds". 4. If they are "funds" they are not included in passive indexing. why, because this creates a circular loop. The fund buys assets , gets bigger and then is included in more indices and buys more assets. 5. The expected ruling will be announced on 15 January 2026 and if this does pass, the companies like MSTR will be automatically removed from all indices. 6. If this happens it would mean that all the pension funds, normal funds and all other passive index holders would dump their MSTR automatically. 7. It would also mean that going forward they would never be included and as such , one of the big reasons why they actually exist would disappear. 8 . Since DATs have been powering this cycle and have been most the buying pressure, the smart money saw this immediately after the 10TH of October announcement and positioned accordingly. 9. The 10TH of October wasn't a coincidence after all - It was smart money seeing a big risk to crypto and the current market structure. 10. The market will probably continue to dum until around the end of December and if the announcement is negative, we will get a huge dump in preparation for the removal from the indices. 11. On the other hand , if it is positive , the bull market is back!! I broke this down on a 10 minute video this morning and I will leave a link in the next tweet! If you enjoyed this analysis, please retweet and follow this account!

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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
Who's shorting gold silver miners? Bear trap incoming
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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
@TgMacro But then why did Management buy $15M of stock in September?
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Tony Greer
Tony Greer@TgMacro·
Kraft Heinz $KHC CEO warns of the worst consumer sentiment in decades. Full-year sales will be down 3% to 3.5%. He thinks it's inflation. I think it's secular because the world is waking up to them selling seed oil and sugar disguised as food.
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KryptomaxK9
KryptomaxK9@Kryptomaxk9·
@garysavage1 What about sector rotation - healthcare, pharma, consumer staples?
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Gary Savage
Gary Savage@garysavage1·
What most traders don't understand is that big money isn't made by active trading. The impulse to be "doing something" is poisonous to your portfolio. Big money is made by those that have patience. The traders that can wait for the right setup and then act decisively once the setup arrives. Those are the winners in this game. Right now there's nothing to do. Metals are in an intermediate degree correction. Stocks are too mature in a stretched intermediate rally to keep pressing, oil is still locked in a cyclical bear market with no clear sign of a bottom yet, and bitcoin is stuck in a megaphone topping pattern. There's no good setup in any of these markets so the game plan is to wait and not whittle away at our spectacular gains by trying to force something to happen. This is one reason why I'm not going to open the SMT for new subscribers right now. There's just nothing worth doing. By December the odds will be much better that metals will be setting up for the next leg up in the bull market and that's when I plan to reopen. For now the game plan is wait.
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Andy Heilman, CFA
Andy Heilman, CFA@imapedestrian·
😂 First time in about a month I actually looked at a $CDE chart. Weekly chart is all I am interested in right now. It would not surprise me to see this awesome stock get down as low as $12 to $14. That would allow indicator reset, get good fib retracements, a test of the 30 WEMA and a bit of time for me to chill on all the precious metal euphoria. Could be done too, but seems early and too easy. Still calmly believe this is a bull market.
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