The Rectangle ✴︎

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The Rectangle ✴︎

The Rectangle ✴︎

@Rectangle_xyz

A research & investing ― follow.

Iceland Katılım Haziran 2021
80 Takip Edilen20 Takipçiler
Tom Mitchelhill
Tom Mitchelhill@ideacasino·
made an app that makes airdrop farming / point maxxing easier should be shipped by the end of this week wanted to make the whole process easier but also want to keep it low key so shit doesn't get overfarmed etc.
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Nucleo
Nucleo@nucleo_art·
GM 10x Protogrid access slots giveaway Comment with your fav PFP 8 hours. Go!
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The Rectangle ✴︎
The Rectangle ✴︎@Rectangle_xyz·
The gap is so big that it is difficult to reconcile it
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Watcher.Guru
Watcher.Guru@WatcherGuru·
Elon Musk says he has less than $850 million in cash, 0.1% of his net worth.
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Wealth in Numbers
Wealth in Numbers@wealthinnums·
Crypto Market Crashes (Last 15 Years) • 2011 - Bitcoin (-93%) • 2013-2014 - Bitcoin (-86%) • 2018 - Bitcoin (-84% | Ethereum (-94%) • 2020 (Mar) - Bitcoin (-50%) in 2 days • 2021 (May) - Bitcoin (-53%) | Ethereum (-60%) • 2022 - Bitcoin (-77%) | Ethereum (-82%) • 2022 - Terra (LUNA) (-99.9%) • 2022 - FTX Token (FTT) (-98%) • 2023 - Solana (-96%) from ATH • 2024 - Altcoin index (-65%) avg drawdown Bitcoin major drawdowns: • 5 crashes above (-70%) since 2011 • Max historical drop: (-93%) Volatility is not new. Numbers prove it.
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Robert Kiyosaki
Robert Kiyosaki@theRealKiyosaki·
I Am Warning You: In Rich Dad’s Prophecy published 2013 I warned of the biggest stock market crash in history still coming. That giant crash is now imminent. The good news is those of you who followed my rich dad’s warning and prepared….the coming crash will make you richer beyond your wildest dreams. For those who are not prepared the coming crash will be your worst nightmare. I am excited and can’t wait for the coming giant crash. I have my real gold, silver, Ethereum and Bitcoin. No fake gold, silver, or Bitcoin. I am so bullish on Bitcoin I am buying more and more as Bitcoin’s price goes down. Why? There will only ever be 21 million Bitcoin and there are nearly 21 million Bitcoin already in circulation. Get the message? I will be buying more Bitcoin as people panic and sell into the coming crash. This coming crash may make you richer beyond your wildest dreams if you realize crashes are the best of times to get richer. Market crashes are priceless assets going on sale. Let this crash make you richer. Take care.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
YouTuber Logan Paul purchased this NFT for $635,000 in 2021. Today, it's worth $155.
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Serenity
Serenity@aleabitoreddit·
Fun Trade Idea: Long $RPI (Raspberry Pi) Reason: 🦞 Openclaw / Picoclaw / Nanobot + Hoarding. Everyone has been openly hoarding Apple Mac Minis and were long Apple. But $APPL is already a $3.7T+ company. Product mass-buying won't make a dent. Raspberry Pi, however, is a 542.68M company. The revenue is material. Feels like markets haven't priced this in since I've seen almost 0 mentions about the ticker on X (but many product mentions). And it's only recently that have the hoarding started Raspberry Pis, as they're much cheaper than $500+ Apple products. They also have their mini $NVDA CUDA-light utility ecosystem that people use. So it turns out these extremely cheap $20 or $200 devices are perfect for deploying mass deploying isolated instances. The reason is for OpenClaw orchestration (so they don’t mess up your device) -> interfacing with a central LLM via API. Before people were just buying 1 or 2 for hobby/education purposes, so revenue has slowing. But now Silicon Valley startups and individuals anecdotally appear to be buying tens or hundreds of these things to run concurrent OpenClaw agentic swarms or do stuff like agentic marketing on Reddit and other places. And no, there are many applications that can't be done by spinning up AWS VPS, so people do it locally (there's TOS around automation/AI bots, so companies setup their own servers). That being said main downside risk is that its - partially foundation owned, and they might not hike rates like $SNDK or $MU does, even if there's extreme demand - Subject to memory price hikes like LPDDR4 component so this is not a major position. However, going forward, revenue should increase due to people buying tens or hundreds of these things for running AI agents. Balance sheet also looks clean with low downside risk: - ~$280M - $300M revenue - ~$75M+ Gross Profit - ~25% Gross Margin - Net income: ~$10M - $15M - Net Cash: $28M Analysts currently project revenue growth closer to 14–17%. But if the demand influx continues, we might see revenue numbers might hit increase from 14% growth to a modest 48-55% if hoarding continues. Consumer segments are roughly 1/3rd of revenue but the newfound buying from Openclaw + variants is a new cataylst nevertheless for re-rating. Especially now that Picoclaw and compressed OpenClaw variants are now able to be run on $20 Raspberry Pis instead of just the Raspberry Pi 5’s. But seems like people just forgot Raspberry PI was a publicly stock as well. The stock price is down 56% 1Y to 542.68M euro MC to an all time low. So this might be that tailwind for a reversal. There's also a non-zero chance OpenClaw is a long term catalyst for Raspberry Pi based, agentic deployments. TLDR: People are openly buying Raspberry Pis and Apple Mac Minis for Openclaw/Picoclaw, so revenue should benefit from increased demand.
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Serenity@aleabitoreddit

There's a hilarious hardware hoarding cycle right now like $SNDK SSDs. Everyone is buying this, but not the stock (hasn't moved at all). Analysts were projecting no growth, but hoarding from AI demand likely triples revenue estimates. Wondering if anyone can guess?

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Serenity
Serenity@aleabitoreddit·
Korean memory stocks likely have a lot of repricing to do. Forward P/E for 2026 (Morgan Stanley): SK Hynix ~4.3x Samsung Electronics ~5.1x For exposure: $EWY or $FLKR | $HY9H. Even after going up 15-30% every month, they're cheaper than ever.
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Serenity@aleabitoreddit

The Memory Supercycle is here. New reports from Morgan Stanley est. - Samsung's net profit ~$163.0B USD - SK Hynix's ~$120.9B USD. That would make Samsung the most profitable company in the world, even more than $NVDA and $GOOGL. Here are the top 10 rankings: 1. Samsung Electronics ~$163.0B (2027) 2. Alphabet $GOOGL $152.44B 3. Apple $APPL $133.05B 4 Microsoft $MSFT $127.65B 5. Sk Hynix $120.9B (2027 6. NVIDIA $NVDA $116.51B 7. Amazon $AMZN $95.22B 8 Meta$META $85.09B 9. Berkshire Hathaway $BRK $81.5B 10. JPMorgan Chase $JPM $72.81B This is forward 2027 net income compared to TTM net income sourced by from companiesmarketcap. Credit to @jukan05 for the Morgan Stanley report. Excluding National companies like Saudi Aramco in these figures. The memory supercyle from $MU, Samsung, and SK Hynix is here clearly here.

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The Rectangle ✴︎
The Rectangle ✴︎@Rectangle_xyz·
Lambe Turah algorithm asf, I’m tired of having to keep fixing the algorithm from such trashy content. Why does it keep getting recommended? I don’t get it anymore, damn it!
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