MoeHH

@DearGozde 13

Mantığını anlamadan bu soruyu çözmen imkânsız! Çözebilir misin?

@CultureCrave Dark knight, inception, memento, interstellar, prestige, odyssey, Oppenheimer

All of Christopher Nolan's films so far 🎞️ What are your top 4? 🍿

@Glitch_Trades Best city in the world

NYC again reminding me why this is the greatest and most inspiring place on earth.

@SBetschinger Elon Musk's 10 worst predictions and broken promises share.google/KCviDbaqzIYCZl…

Elon Musk sagt im Interview mit dem Economist: "Geld wird im Jahr 2036 keine Rolle mehr spielen." Er begründet das damit, dass KI und Humanoide Roboter Güter im Überfluss produzieren werden. Aber Musk liegt falsch. Geld steuert die Verteilung von knappen Ressourcen. Nicht jeder kann in New York am Central Park wohnen. Ausgefochten werden solche Verteilungsfragen über den Preis. Nichtsdestotrotz schätze ich den optimistischen Blick von Elon in die KI-Zukunft.

@LeifInvests Where is $BRUN?

If you could only hold ONE Neocloud for the next 5 years, which are you picking? 👀 $CRWV — $72 | $39B MC • 2.4× NTM P/S • 7.8× EV/EBITDA • $18–19B AI Cloud EOY ARR $NBIS — $187 | $48B MC • 9.2× NTM P/S • 18.7× EV/EBITDA • $7–9B AI Cloud EOY ARR $ORCL — $115 | $331B MC • 14.5× NTM P/E • 9.4× EV/EBITDA • ~$100B revenue | 31% growth $IREN — $37 | $13.2B MC • 4.2× NTM P/S • 12.1× EV/EBITDA • ~$4B AI Cloud EOY ARR

@Sandeman52 Yes, great company but valuation was running away and is still a bit rich, that's all.

$NBIS Kizzy makes a very good point. Nothing company or sector specific has changed since NBIS was at all time highs… Oh wait, yes it has. But it was all bullish news.

@Handre Noone is promoting authoritarian socialism like in former Soviet countries. Look at democratic socialism in Scandinavian countries and most of Europe. High taxes but high quality of life, happiness, great infrastructure and nobody "pools" their money.

If you believe socialism works, why are you waiting? Redistribute your own wealth. Get a group of like-minded individuals and pool your wealth. Create an online community where you all work and everyone pays their income into a pool which is evenly distributed. What is stopping you from doing this and why are you insisting everyone in a jurisdiction participate before starting? Someone give me the answers!

@VceOfReason Milei erzeugte die "Armutsrettung" erst selbst: Sozialkürzungen, Peso-Abwertung und Entlassungen trieben die Quote auf 52,9–57% – dann feierte er den Rückgang darauf.

Es ist doch einigermaßen amüsant, dass ein einziger rechtslibertärer Präsident in Argentinien innerhalb weniger Monate mehr Menschen aus der Armut befreit hat als alle Linken in der Menschheitsgeschichte zusammen. Seitdem ist es um Milei in der Tagesschau auch merkwürdig still geworden.

@GainsOnPaper 💯

I’m sorry but $RKLB is NOT undervalued at a $40b market cap. $ASTS is NOT undervalued at a $20b market cap. The wind in the space theme sails has dissipated and will remain gone for some time. IMO $SPCX going public was the worst thing that could happen to space stocks. The allure of investing in space when you couldn’t own $SPCX is now gone. Not being able to invest in $SPCX was a giant tailwind and huge momentum driver. Deny it all you want, but it’s true. Expect to see $RKLB in the 40s, $ASTS in the 30s. $SPCX will be under a $1T market cap.

@retail_mourinho It was said at the beginning of the year that spaceX, anthropic and OpenAI are the last big liquidity gab by institutions before the big drawdown.... I'm not buying anytime soon....

Hot take: The Anthropic IPO will nuke the whole market.

@GunnerPuls Ze Roberto

I see Adriano, Ronaldo, Robinho, Cafu, Carlos and Kaka. Guess the last player. Level: Extremely Hard

@ojessie__ Sounds boring af

He doesn’t smoke He doesn’t drink He doesn’t womanise He doesn’t party He stays at home He doesn’t bet Where can I find him??

@AdityaInvests90 Yep, sold at the bounce too. Too risky right now.... Correction will be deeper than bulls think

$NBIS when it was at $220 this week: It’s going to $400, this is the next hyperscaler, it’s a generational company $NBIS at $188 later this week: It’s going to $100 next, AI demand is going away, this is why I sold at $220 earlier this week It’s just funny at this point on how fast the sentiment on a specific stock can change in the matter days 🤣

@ernsterjuenger Faszinierend wie man so eine unterschiedliche Wahrnehmung haben kann 😂

Ein paar Gedanken zu dem sensationellen Elon Musk Interview durch Zanny Minton Beddoes, Editor-in-chief des "The Economist". Die Interviewerin, Harvard-Absolventin, später auch beim IWF tätig und seit Jahren als führende Kraft beim "Economist", ist durchaus sehr gebildet und sicherlich klug. Trotzdem wird sie von Musk mit erstaunlicher Leichtigkeit argumentativ in ihre Einzelteile zerlegt. Wieso ist das so? Meines Erachtens ist die Erklärung überraschend einfach - Minton Beddoes gehört zu einer "Elite", die sich durch Reden auszeichnet. Durch Reden, durch Schreiben, durch noch mehr Reden, man könnte auch sagen, durch Geschwätz. Aber sie versteht nicht, dass in der Welt von Elon Musk vollkommen andere, 10 mal härtere Regeln gelten. Geschwätz hält in der Welt von Musk vielleicht ein paar Tage, maximal ein paar Wochen, dann zeigen die Märkte knallhart und rücksichtslos die Realität an, da nutzt das ganze Blabla nichts mehr. Elon Musk muss sich jeden Tag dieser Realität stellen, er muss jeden Tag konkrete Entscheidungen treffen, die oftmals ganz gravierende Folgen haben. Elon Musk ist ein Macher, und kein Schwätzer. Er muss jeden verdammten Tag liefern. Schwätzer, und mögen sich auch noch so gebildet sein, kommen da einfach nicht mit, ihr Blabla hat zumeist keine oder nur marginale Konsequenzen. Macht Minton Beddoes einen Fehler, ist es nach ein paar Tagen oder längstens Wochen vergessen, macht Elon Musk einen Fehler, werden Milliardenwerte vernichtet und könnten Tausende ihren Job verlieren. Doch die Geschwätzverteiler halten sich, genau so wie die Politikerdarstellenden, für die Klügeren und für die Wichtigeren. Gut, dass Elon Musk klar aufzeigt, dass sie es nicht sind.

@growthrapidly Barbell paid off. Tte, muv2, SAP, bunch of healthcare

If your portfolio is somehow green today, tell us what’s carrying it. Drop the tickers below 👇 Most investors are seeing red.

@Sandeman52 That's why TA can SUPPORT your view on macros and fundamentals. People buying options at TA levels if what makes it true. But things like oil, bond yields, rising CDS etc, move the market

I gave a 6 month QQQ chart to chat gpt and told it to do TA. I blocked out the ticker so it wouldn’t be bias. Just the patterns with volume. Below is the analysis: Looking only at the price action on this chart (without knowing the ticker or fundamentals), here’s how I’d analyze it as if I were managing institutional money. Overall Trend: Still Bullish, But in a Correction The first thing that stands out is the sequence: Long base from January through late March. Explosive breakout beginning in late March. Strong momentum trend into late May. Now a controlled pullback/consolidation. That is not what a major top usually looks like. It’s much more characteristic of a stock digesting a large advance. ⸻ Stage 1: Accumulation (Jan–March) The stock spent months building a base around the $600 area. Volume was elevated while price moved sideways. That’s usually institutions quietly accumulating shares. The brief washout around late March actually strengthens the chart because weak hands were forced out before the breakout. Grade: A ⸻ Stage 2: Markup Phase (Late March–May) This is textbook. Strong breakout Higher highs Higher lows Expanding momentum Volume confirmed the move Price ran from roughly $600 to nearly $700. That’s about a 16–18% move in a relatively short period. ⸻ Stage 3: Distribution or Healthy Consolidation? This is the important question. Right now I lean toward healthy consolidation, not distribution. Why? Price is moving sideways rather than collapsing. Sellers haven’t produced follow-through. Most pullbacks have been bought. The highs and lows are compressing. If institutions were exiting aggressively I’d expect: Multiple heavy-volume breakdowns Lower lows every week Failure to bounce I’m not seeing that yet. ⸻ Support Levels Major Support Around $670–675 That’s where buyers have repeatedly stepped in. If this level breaks with volume, I’d expect a move toward: $650–655 ⸻ Stronger Structural Support Near $620–630 That was previous resistance. Old resistance often becomes new support. ⸻ Resistance First resistance: $695–700 That’s where sellers continue appearing. Above that: The chart has little overhead supply. A breakout above $700 could lead to another momentum leg. ⸻ Volume Analysis Volume has generally: Expanded on large moves. Contracted during consolidation. That’s exactly what bulls want. One large spike during the correction appears to have been absorbed rather than causing sustained selling. That’s constructive. ⸻ Momentum Momentum has cooled considerably. That’s actually heal This looks like: momentum reset volatility compression energy building rather than trend failure. ⸻ What Would Worry Me I’d become more cautious if: $670 fails on heavy volume. Lower highs continue for several weeks. Volume expands on red candles repeatedly. Price closes decisively below the 50-day moving average (not shown here, but likely near the current price). That would suggest institutions are distributing. ⸻ Bullish Scenario If buyers defend the current area and reclaim $700: I’d expect another leg higher. Measured move projects roughly: $720–740 before the next meaningful pause. ⸻ Bearish Scenario If $670 fails decisively: Likely targets become: $655 then $630 then reassess. That would still be a normal correction after a big advance. ⸻ My Technical Grade Long-term trend: 9.5/10 Intermediate trend: 8.5/10 Short-term momentum: 5.5/10 Overall chart quality: 8.8/10 Bottom line This chart still looks more like a bull flag / consolidation after a strong advance than a topping pattern. The key battle is occurring around the current support zone (~$670–675). If that level holds and buyers push back through ~$700, the odds favor continuation of the primary uptrend. If it breaks on strong volume, I’d expect a deeper but still potentially healthy correction into the mid-$650s or even low-$630s before the longer-term trend is threatened.

@DeepValueBagger The point is open weights. Any company can build their own LLM around it that they can feed with their sensitive data. Not only do they save a shit ton of money, they can actually run it offline without data beach concerns. Doesn't mean frontier won't exist....

This whole China AI narrative is pissing me off. I'm in Switzerland and it reminds me why quality always prevails. The minimum wage here is $30 USD, sitting on an economy of high quality products with long legacy that cannot be replaced. The Swiss knows that and the protect that trust. I'm talking about swiss watches, chocolates, cheese, banking. They are smart enough to export it, and export at high quality. China export cheap, low margin. What happens? They don't make money to reinvest in innovating new products. Then everyone on the market just brand them as cheap / low quality. Even their own citizens prefer iPhones (most expensive component - chip made in Taiwan), Swiss watches, and luxury handbags made in France. The same thing will happen in AI. Would you use the most trusted, best quality AI model made in US or Chinese train model on who knows what.

@MelvinInvests Tldr. The top is in when the news can't get any better. I would not buy yet....

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

@InvestingAddict 2,3% is brutal? 😂😂😂

I thought putting all your money into $VOO was safe? This is brutal.

@RealAyanfe1 Puyol

Guess the football Legend Level: IMPOSSIBLE