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Sposta
@MatSposta
Founder and CEO @chckdotai • @FindYourTrove • @ChibiLabs • @theHOFLeague (Acquired by $HOFV)
New York, NY Katılım Haziran 2009
1.9K Takip Edilen6.7K Takipçiler
I’ve been long collectibles my whole life but maybe never more so than right now. It’s why over the past 10 years I’ve gone from being the sports guys to the collectibles guy at @CourtsideVC
@vasukulkarni/the-bull-case-for-collectibles-42f038b30b35" target="_blank" rel="nofollow noopener">medium.com/@vasukulkarni/…
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Sposta retweetledi
A rare Shohei Ohtani toy sold for $44,000… But it could just be the beginning 👀😱
@joshluber
#sportscards #topps #collectibles #stockx #fanatics
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NO. WAY.
Guys, it happened.
Today:
▶ El Catorce triggered: 14 different sequentially-adjacent moving averages crossed over each other
▶ Freedom Signal triggered: Including the 6d/7d SMA and 75d/76d SMA
▶ Harold's Law of Slightly Larger Numbers: More than half of the crossovers occurred between the 50d SMA and 100d SMA, than not
WHY YOU CARE:
This has only happened 7 times on SPX going back to 1982. All 7 times, SPX was higher 2 days later and 1 week later.
▶ All the data here is true.
▶ But I totally made up all the signal names and whether they mean jackshit.
▶ I'm thinking about starting a subscription service in 2 weeks. I'll feed you, the dumbest Neanderthal alive, this sort of superstitious nonsense for a fee. You'll eat it up, forget about the 53% of the time it doesn't work, and lose every fucking dime and the only person who will make money will be me. Get excited.
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I will be getting this signed. The inscription from JB?
“Never give up”
Nat, I will need your sig on it as well!
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How do the Mets have a new outfield prospect to call up every week
Shea Station@shea_station
Mets are calling up their #11 prospect, outfielder Nick Morabito
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I literally called out a national vulnerability in the AI supply chain.
Then went long on the quasi-monopoly in $AXTI.
While everyone was doubting me.
Guess what anon: it’s on the White House shortage list and one of the major talking points of US-China trade talks 6M later.
Serenity@aleabitoreddit
Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.
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@Therealjay__y If the Nets feel good about his back, MBJ is a slam dunk here. Jordi will turn him into an absolute demon
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@MatSposta Man, I just work here. All I can do is point at the blinking red light and scream, I don't know how to read or tell you which direction to run.
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YEAH...SOMETHING'S NOT RIGHT HERE.
I just happened to notice that there had been a ton of decent sized positive days on $SPX over the last month or so, so I decided to count them up.
15 times in the last 31 trading days, SPX has been up at least as much as it was today (+0.58%).
Is that a lot? Well, there have now been 152 times (including overlapping time periods) since $VIX came out in 1990 that this has happened.
So why am I telling you about this?
Because this is the FIRST TIME IN HISTORY that we've seen a 31-day period like this where VIX closed under 20 at any point during the stretch.
Ever.
The market is moving like it does during bear markets and corrections, except that this time, it's in neither.
What gives?
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AJ Ewing: drafted by Billy Eppler
Nolan McLean: drafted by Billy Eppler
Jonah Tong: drafted by Billy Eppler
Jack Wenninger: drafted by Billy Eppler
Ryan Clifford: acquired by Billy Eppler
None of these guys were from David Stearns.
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Here is my opinion on Karvin Cheung:
He should be elected to the Basketball Hall of Fame.
Karvin is the mastermind behind the real growth of the modern basketball card market. His impact on the game will forever be timeless.
LeBron was his inspiration for Exquisite.
The $12.9 Million card sale? Karvin’s creation.
There should be section dedicated to collectibles at the HOF. It is what the HOF is built on.
One day Karvin will be on a stage with LeBron discussing their collective impact on collectibles.
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McDonald’s worker pulled the COOLEST Michael Jordan 1/1 card ever! It’s available in the @Goldin April Elite Auction closing on May 9 🍟🍔
#sportscards #tradingcards #basketballcards #michaeljordan #jordan
goldin.co/item/1997-98-f…
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Most expensive Nikola Jokic rookie card on the planet 😳👀
@GoldinCo
#sportscards #tradingcards #basketballcards #nba #nikolajokic
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I made a sports geography game where you're asked to pinpoint locations of 5 questions. I'd appreciate if you gave it a shot
geosports.app
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Jannik Sinner is putting together one of the best dominant runs of all-time...and it's hardly being covered. He's the first player ever to...
- Win 5 straight 1,000 events
- Win the Sunshine Double without dropping a set
- Win a 1,000 final in less than an hour
- Win 32 straight matches (will be true if he makes the semis in Rome)
If he wins in Rome, he'll join Djokovic as the only players ever to win all nine 1,000 events
Lastly, Zverev is right. Sinner has completely separated himself from Alcaraz. He won their last 2 matches without dropping a set
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Sposta retweetledi
Everyone’s focused on @ryancohen trying to buy eBay. They’re missing what he’s actually doing.
He just turned himself into the case study.
By listing his own collectibles and driving real demand, he’s showing how much value is sitting dormant without narrative, trust and attention.
This isn’t a stunt. It’s a live demo of what the marketplace could be. He did this at $GME is will do it with $EBAY.
This will take the collectible market to new heights 🫡 @findyourtrove
Ryan Cohen@ryancohen
I’m selling stuff on eBay to pay for eBay ebay.com/usr/ryan_5050
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