CJ

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CJ

@MMLABZ

#WEB3 #Crypto #Stocks #Investor #Youtuber.

Katılım Eylül 2021
367 Takip Edilen4.3K Takipçiler
CJ
CJ@MMLABZ·
@NoLimitGains Fuck that fool and fuck you for posting this and making me see his face
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NoLimit
NoLimit@NoLimitGains·
Tom Lee says a bear market is coming later this year. Do you think he’s right?
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Serenity
Serenity@aleabitoreddit·
It's probably due to extreme uncertainty risk for short sellers. > Since MSCI listing triggers tens of millions of new inflow for $SIVE in a week or two. > NASDAQ listing could be anytime > Earnings catalysts, with new pluggable partners > News about $JBL extreme demand for 1.6T LRO using $SIVE today > and now more M&A related stuff that can suddenly increase revenue numbers Spiking short rates is better for long term holders, since it makes it more painful to have short positions, especially when it's 17%+ of the float.
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Altcoin Daily
Altcoin Daily@AltcoinDaily·
In 10 years 10,000 $ADA may buy you this.
Altcoin Daily tweet media
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Shay Boloor
Shay Boloor@StockSavvyShay·
MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW 1. $MELI | MercadoLibre MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT while the business is clearly on fire underneath. Revenue grew 49% YoY to $8.8B, commerce grew 47%, fintech grew 51%, GMV grew 42% and Brazil items sold accelerated 56% yet the stock sold off because margins compressed as management chose to reinvest into free shipping, logistics, credit cards, 1P commerce and marketing instead of managing the quarter for the market. I think the market is trying to paint MercadoLibre as this mature retailer trying to squeeze out another 50 bps of margin but really it's still building the $AMZN + $PYPL + $XYZ logistics layer for LatAm in a region where e-commerce, digital payments, credit, ads and primary banking adoption are still years behind the U.S. 2. $SOFI | SoFi SoFi is a stock that looks broken because the market wanted the usual beat-and-raise while the business still delivered numbers that most fintechs would kill for. Revenue grew 41% YoY to $1.1B, EBITDA grew 62%, members grew 35% to 14.7M and loan originations grew 68% to $12.2B but the stock sold off because management only reiterated guidance, rate cut expectations have disappeared and the Tech Platform (Galileo) segment remains weak from the Chime offboarding. My thesis is that SoFi is still building the all-in-one digital finance platform for the next generation. The core flywheel is intact because members are growing, deposits are scaling, lending demand remains strong and ~45% of new products are coming from existing members. 3. $META | Meta Platforms Meta is a stock the market keeps treating like an AI capex problem while the actual business is becoming one of the clearest AI monetization engines in the world. Revenue grew 33% YoY to $56B, ad impressions grew 19%, ad pricing grew 12% and Q2 guidance came in stronger than expected but the stock sold off because Meta raised capex guidance by $10B and market immediately went back to the fear that Zuckerberg is overspending before the payoff shows up. I think the payoff is already showing up since AI is improving Reels ranking, video engagement, ad targeting, conversion quality, business messaging and creative performance across Facebook, Instagram, WhatsApp and Reels. Meta is using AI to make the highest-margin advertising machine on the internet more relevant, more efficient and more valuable. The common thread across all three is that the market is punishing near-term discomfort while the underlying businesses are getting stronger which is the exact kind of mismatch I like buying.
Shay Boloor tweet mediaShay Boloor tweet mediaShay Boloor tweet media
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CJ
CJ@MMLABZ·
@europa Nah fuck em. Let em starv
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Europa.com
Europa.com@europa·
🇿🇼 Zimbabwe says it will return 67 farms seized during Robert Mugabe’s land reform programme as it seeks to repair ties with the West and unlock debt relief. The farms belong to foreign nationals from Denmark, Switzerland, Germany and the Netherlands, whose countries have investment protection agreements requiring restitution. Zimbabwe seized more than 4,000 mostly white-owned farms from 2000 onwards, devastating commercial agriculture and contributing to the country’s economic collapse. The country still owes $13.6 billion in foreign debt, with billions in arrears, while compensation disputes with dispossessed farmers remain unresolved. Follow: @europa
Europa.com tweet media
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theficouple
theficouple@theficouple·
If you're under 40, please read this: Millions of guys in their 20's & 30's right now think they can pick stocks. They think they're the next Warren Buffett & they can beat the S&P 500. ...Please know 100% of them will fail miserably & wish they just index fund & chilled.
theficouple tweet media
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S Tominaga (Aka Dr Craig Wright)
Hey. I doubt Adam forgot the 13 year old Sth. American girls promised to service them while there. I was offered this in 2012 and 13. I refused and nearly all VC money dried up. Funny how the deal with the devil works.
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S Tominaga (Aka Dr Craig Wright)
Ask Greg. Ask Max. Ask the others too—the ones whose reputations now require so much careful upholstery and scented air. Ask them what they were doing in 2014, before the money acquired its respectable costume, before everyone discovered morality as a late-career accessory. Ask them about the island. Ask them who was there. Ask them whom they met. Ask them what was discussed. Ask them why the memory, so vivid when useful, becomes suddenly consumptive when inconvenient. Do not accuse. That would be vulgar. Simply ask. There is no instrument of torture quite so elegant as a well-placed question. It requires no shouting, no theatre, no melodrama. Merely place the inquiry before them like a silver knife beside the fish course and watch which hand trembles first. For men of this sort are never afraid of lies. Lies can be managed, polished, improved, endowed, footnoted, and served to the public with a little parsley. What they fear is chronology. Dates are terribly ill-bred things. They refuse to flatter. They sit there, plain and stubborn, while clever men perspire around them. So ask them about 2014. Ask them before they began presenting themselves as guardians of virtue, stewards of progress, philosophers of the public good, or whatever other inexpensive costume ambition found hanging in the charity shop of institutional respectability. Ask them about the visit. Ask them who opened the door. Ask them who was already inside. Ask them who they recognised. Ask them who recognised them. Ask them what they thought they were doing there. Then be quiet. Silence is underrated. It gives cowards room to decorate themselves. Some will laugh too quickly. Some will become legalistic. Some will become offended, which is always the most economical substitute for innocence. Some will suddenly discover the sanctity of privacy, having spent years treating everyone else’s life as raw material for their own ascent. And then, having asked, do not help them. Do not soften the question. Do not provide the exit. Let them build their own little ladder out of denials, evasions, qualifications, and that most exquisite modern material: reputational concern. One should never interrupt a man while he is composing his own indictment.
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Vlad Korolev
Vlad Korolev@VladK133·
The next major update we’re planning to release for OTG will be a complete rework of our economy, marketplace, loadouts, crafting, and even an update to the extraction flow. Unfortunately, Zeroes clearly don’t care about extracting anything other than Purple Hex. It’s time to finally fix that. This is the missing piece OTG needs to enter the top league we are working so hard to reach.
Vlad Korolev tweet media
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CJ
CJ@MMLABZ·
@Xking332 DUBAI SELF OWN
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X@Xking332·
Horror in Dubai. A 24 year old American female airline worker in Dubai has been arrested. Dubai police installed a surveillance tool on her phone. Without her consent. They found her sharing an image of a burning building with her mother. So they set a trap. They pretended to be her office staff and called her in for a meeting yesterday. When she arrived, she was arrested. 2 years in jail. That spying tool is installed on every foreigner's device in Dubai. That means the Dubai Police are watching everything foreigners send to their families. Every message. Every photo. Every video. Including the most intimate moments. Dubai has denied her a lawyer.
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CJ
CJ@MMLABZ·
@VladK133 I HOPE IT'S THE BOSS BATTLE
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇨🇳 Popular Chinese commentator 'Professor Jiang' claims Bitcoin is a "CIA operation."
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Serenity
Serenity@aleabitoreddit·
I really meant it when I thought $SIVE could be valued at $2B today. When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains... At $620m MC? You can't... Since there's only a few in the world. And the rest in hyperscaler supply chains from $LITE to $MTSI are in the tens of billions...
Serenity tweet media
Serenity@aleabitoreddit

$SIVE is the next $LITE at $560m MC. Institutions just got full confirmation today: Sivers is now the light source in hyperscaler supply chains and the direct supplier of $JBL optical transceivers. It’s only a matter of time.

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Serenity
Serenity@aleabitoreddit·
IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers. Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers" Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale" Where have you seen the LIGHT SOURCE for hyperscaler supply chains... At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.
Serenity tweet media
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Taya Bass
Taya Bass@travelingflying·
South African politician: “We are cutting the throats of Whites.” Why doesn’t legacy media report anything about the anti-White racism happening in South Africa?
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Vlad Korolev
Vlad Korolev@VladK133·
While people who have never played OTG and have never built a business sit and spread FUD to farm a few views — targeting the biggest web3 game ever created, a game that represents not only itself but the entire web3 gaming industry in front of traditional gaming — we will keep building for the millions of players who actually love our product. And we are deeply grateful for that support. Many choose to show it by becoming paid OTG Pro subscribers (100k users signed in 2025 alone). Every single day, 3,000 new players join OTG. And for those still spreading FUD — we’re happy to set up a live dashboard so you can see every new player joining in real time. Access will cost you 100k GUN — so you can finally put real weight behind your words. Through all of the noise, OTG now has the highest player retention we have ever seen — 2.5x higher than in October 2024, reaching industry-record D1 retention. A year ago, the same voices were claiming the game didn’t have enough players for fast matchmaking. Since then, we have launched multiple new modes — Ranked, Solos, and Custom — something that is only possible with a rapidly growing player base. The same haters who posted thousands of times that we would never appear on Xbox, PlayStation, or Steam — were wrong. It happened. We are now the only web3 game to date available on PlayStation and Xbox. They said we wouldn’t ship the narrative campaign — we already shipped it to players in Q3 last year, and we keep expanding it with every new seasonal update. They said we wouldn’t keep delivering — yet every single month we ship more updates, more features, and more content. Just open our YouTube channel — the track record is public. Haters keep making predictions. We keep delivering. OTG is a game built by a company of over 400 people, developed over 6 years, where the founders invested tens of millions of dollars before raising a single dollar externally. Within 6 years, there has never been a single day where anyone worked in a “work-life balance” mode — it has been a day-and-night fight to ship a project of the scale of Call of Duty, built by an independent studio. And we made it. Through top streamers, we put a web3 game in front of hundreds of millions — doing more for this space than anyone. Off The Grid today is not just part of web3 gaming — it defines it, whether some people like it or not. Being named Web3 Game of the Year two years in a row. Today there is a new narrative from haters — that Gunzilla incorrectly laid off contractors or paid them with delays. Yes, we are optimizing costs — like every company in gaming, crypto, and tech is doing right now. We have been doing this for over a year. And yes, to not disrupt company operations, some payments may be scheduled in a way that works for the company’s cash flow — not always for everyone individually. That’s the reality of the world we live in. But to protect the interests of our players and our full-time official employees — whose salaries, over 6 years, have never been delayed by more than a week — we operate at a pace that ensures the company continues moving forward. And of course, we honor every obligation. We apologize for any inconvenience this may have caused. It’s also worth noting that one of the loudest voices — a contractor who finished working with us just a week ago — was repaid immediately. OTG has been live for over 1.5 years, and we’re still here — despite how much some people would love to see otherwise. Sorry, we won’t be giving you that privilege. And while our dear haters keep trying to find new reasons why Gunzilla should fail — we will keep responding with achievements. Including being recognized by one of the most reputable business media outlets in the world as one of the most innovative companies in gaming in 2026 — for bringing new life into the largest printed gaming magazine in the world, Game Informer, which we continue to grow day by day. fastcompany.com/91497218/gamin…
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