Highly Regarded Star 🪨

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Highly Regarded Star 🪨

Highly Regarded Star 🪨

@SpongeQuant

retarded but honest

FREE winrate tracker → Katılım Ocak 2023
76 Takip Edilen253 Takipçiler
cyberprince
cyberprince@cyberprince_rwo·
Ok Prince taking one bullet for the team. So little supply that I moved the price on Robinhood and took like 20 seconds to fill lmao God have mercy on us biotech believers trying to save lives. $ABCL
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Serenity
Serenity@aleabitoreddit·
There’s nothing quite like the scent of more AI capex on a Sunday. Probably some ways to go if leading frontier models are out of capacity from too much demand.
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Alex Hormozi
Alex Hormozi@AlexHormozi·
Technology taken to its natural end becomes “everyone has everything.” But it skips the obvious reality that humans can always find something to suffer about. We will do not solve dissatisfaction with more. We solve it by removing the desire for more.
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cyberprince
cyberprince@cyberprince_rwo·
If I gamble on everything there is no way I’m not playing today on the final. Argentina to win. Messi to score or assist. Both teams score. Good luck to all. Argentina bring it home 🇦🇷❤️
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cyberprince
cyberprince@cyberprince_rwo·
Good morning. Free money on the ground today. Both teams to score 🫱🏻‍🫲🏼
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The Long Investor
The Long Investor@TheLongInvest·
$ASTS can 10 X from here and still be only one third the value of Starlink. $ASTS needs to execute now The share price will look after itself
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Kevin Xu
Kevin Xu@kevinxu·
Get yourself a wife that still loves you even when you lost $1mil in a week. That's true love.
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Degen CPA
Degen CPA@DrewVento·
The best moment in a new friendship is when you take the risk and say something extremely racist for the first time and they laugh.
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SandemanStocks
SandemanStocks@Sandeman52·
Do you guys agree or disagree with this statement: “For decades we treated oil, steel, and semiconductors as strategic national assets. AI data centers belong on that list. The AI race is becoming one of the defining national security challenges of this century. Every delay in building compute infrastructure is a delay in America’s ability to compete. Local permitting battles and state level roadblocks may make sense for shopping centers. They do not make sense for infrastructure that could determine our economic and military leadership. Congress should designate AI data centers and the power infrastructure that supports them as critical national security assets, with an expedited federal permitting process for qualified projects. America cannot afford to lose the AI race one zoning hearing at a time.”
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Zelkyn
Zelkyn@drzelkyn·
@SpongeQuant @Sandeman52 If the open source models like Kimi will continue coming stronger and better then OpenAI and Anthropic are in trouble. These are valued at 1T already. Now the fundamentals need to catch up with price.
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SandemanStocks
SandemanStocks@Sandeman52·
One thing I don’t think enough people are talking about…. The timing of the high beta selloff almost perfectly matches the SpaceX drawdown. First, the largest IPO in history likely pulled tens of billions of dollars out of other growth names as investors scrambled for exposure. Then SpaceX reversed sharply, taking risk appetite with it. The biggest momentum trade on the market rolled over, and it creates forced selling across the entire high beta complex. I don’t think SpaceX caused this correction by itself. Valuations, positioning and macro all mattered. But I do think it accelerated the move. If that’s true, the opposite can happen next. Once forced selling exhausts itself and liquidity normalizes, the highest beta names will most likely be the first to recover as money rotates back into growth. Anyway, all of this feels more like a liquidity and positioning reset….its not the end of the AI bull market. Final thought: putting Spacex in the Nasdaq 100 this early was super careless. Whose bright idea was that?!
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