@cursor_ai Million GPUs? Don't think that has been communicated before
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Claes Berg
117 posts
Claes Berg
@claesberg
Swedish high growth tech & crypto investor - Bitcoin, Solana, Tesla, Nvidia, Google and startups
Sweden Katılım Haziran 2009
1.1K Takip Edilen108 Takipçiler
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Somehow very comforting to see that the Internet can still throw a good ”everyone-needs-to-get-fired-immediately!”-rage over an app icon. ❤️
Just to calm everyone’s blood pressure a bit though. The logo IS temporary for our 20th anniversary this week (check out your own all-time top songs in the in-app party experience btw if you haven’t) so life will go back to it’s minimalist normal very soon! 🫡
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Whoever designed this needs to be fired immediately:
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Bitcoin VS Dollar.
Gustaf Buder talks to Fredrik Segerfeldt, a Swedish author and liberal debater, about how Bitcoin will be perceived as more stable than the U.S. dollar within the next ten years.
They discuss how the dollar always trends downward, having lost 99% of its purchasing power over the last century, while Bitcoin historically trends upward.
Listen here: open.spotify.com/episode/7eUuOc…
@KryptoteketPodd
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That's like $20 trillion worth of CEOs on AF1
zerohedge@zerohedge
Nvidia's Jensen Huang heads to Beijing with Trump after all
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Någon fler som äger Tesla och har svårt att hålla tillbaka leendet när man kollar portföljen nu? +30% på bara några veckor känns nästan overkligt 😁
Börjar marknaden äntligen prisa in Tesla mer som ett AI/robot-bolag eller vad tror ni ligger bakom kursrusningen just nu?
$TSLA
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Claes Berg retweetledi
“i was buying $AMD at $85.00 and now its over $400.00. i am now buying $SoFi under $16.00 and i think it will be well over $45.00 soon”
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New short just dropped.
Frank Schuil on Bittensor, institutional crypto, and why he came back to run Safello.
Full interview on Kaupr if you want to go deeper 👇
kaupr.io/en/news/safell…
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Strategy is proposing to pay semi-monthly dividends on $STRC, instead of monthly. No change to the annual dividend obligations or dividend rate. These proposed changes are intended to stabilize price, dampen cyclicality, drive liquidity, and grow demand.
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@teslaeurope I live in Sweden. What if I drive my Tesla down to the Netherlands, can I use FSD then?
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De toekomst van mobiliteit is aangebroken
FSD Supervised has been approved in the Netherlands 🇳🇱 & will begin rolling out in the country shortly!
Trained on billions of kilometers of real-world driving data, it can drive you almost anywhere under your supervision – from residential roads to city streets & highways
No other vehicle can do this.
We're excited to bring FSD Supervised to more European countries soon
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Claes Berg retweetledi
@Vivek4real_ SoFi just moved its $50B balance sheet and 13.7M members toward a #Solana-backed Big Business Banking platform. This is the first time a nationally chartered bank has used a public L1 to settle enterprise fiat and stablecoins.
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Claes Berg retweetledi
I'm waiting for a $35K transfer to clear into my Solo-401K but so far $2500 has transferred so I picked 10 of my favorite names and put $250 in each...
BTW if you are self-employed, really important to look into the advantages of Solo-401ks. I wish I knew about this at 19 when I became self-employed but I just learned about it last year.
Screw it...buying the dip Donny T....
$NVDA $PLTR $RKLB $HOOD $TSLA $GOOGL $AMD $META $ORCL $AVGO
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@Beth_Kindig So what happens after they reach 20T? They just stop growing all metrics and stay at that mcap for all eternity? 😊 They will reach that level for sure. But it’s a pit stop, and then it continues. Great companies do not stop.
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Jensen Huang is comfortable saying Nvidia $NVDA can reach a $10 trillion market cap, meanwhile I am comfortable saying Nvidia can reach $20 trillion.
This week, I revisit that thesis with new data points showing why the path to $20 trillion has only strengthened over the past few months.
Link in bio.
Beth Kindig@Beth_Kindig
I am raising my 2030 target on Nvidia $NVDA from $10 trillion to $20 trillion market cap. It may sound extreme, but my new analysis lays out a data-driven, fundamentally grounded case for how Nvidia can realistically reach a $20 trillion market cap by 2030. Link in bio.
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In Stockholm atm literally everyone is an angel investor
Your barber, the guy at the liquor store, my uncle, all writing pre-seed checks
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Planned capital expenditures for 2026:
• Alphabet (Google): $175 billion-$185 billion (+102% YoY)
• Amazon: $146 billion (+18% YoY)
• Meta: $115 billion-$135 billion (+93% YoY)
• Microsoft: $105 billion (estimate, +64% YoY)
• Tesla: $20+ billion (+135% YoY)
• Apple: $14 billion (+10% YoY)
Total: Upwards of $605 billion combined, most of it AI related.
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@ekonomigurun_ Han är Sveriges svar på Charlie Munger. Gammal, trött och har aldrig fattat tech. Hur många timmar research tror du att han har lagt ner på att förstå Bitcoin? 0 men ändå uttalar han sig så starkt. Läs på ordentligt eller säg att du inte kan området.
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Gardell feb 2023 - Tesla ska falla 95%
Gardell feb 2024 - Tesla ska ner 95%
Gardell Jan 2025 - i år faller Tesla 90%
Gardell Jan 2026 - bitcoin och Tesla bubblorna spricker i år.
A broken clock is right once ? 🤷
EFN Ekonomikanalen@EFNTV
"De som investerar i Tesla är en kult som följer Elon Musk..." Det menar finansprofilen Christer Gardell, som också utfärdar en bubbelvarning för bitcoin och guld samt vissa försvarsaktier och techbolag. Se hela intervjun på EFN.se!
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We have many people to thank
Alexander Kristensen@LinkN01
Thank you to all the people that sold me their $TSLA stock in the low $200th this year 🙏
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Claes Berg retweetledi
