scool

@HeadedNine send it to 40. UAE out of OPEC supply will be astro flooded no?

83 on crude will come fast. Loss of momentum everywhere; on the cusp of breaking trend.

@vivideonic CARDS hopefully too

crypto markets entering new dynamics contrary to previous cycles imo alts that matter will catch a bid the rest will be doomed to oblivion $HYPE $ZEC near:native $AKT

@vivideonic Weekly closing below ath reminds me of SOL and ETH last year. Hope its completely different

H4 double top and breakdown on $HYPE. Will probably sell my bag a bit on a daily below 53.7

@Pivot922 ty sir appreciate all the work you do frl

@dgebcool18 Strictly structure

I don't think we make a new high on the Q's until after Warsh first FOMC imo Would not surprise me if we just chop around until then

@bubbleboi bruv they already did billionaire for President

I will vote for Jeff for President.

@DeepValueBagger My argument is their model is funneling active users of their platforms into paid ads. Earnings are still looking good for that side of the business. With how ingrained instagram is in pop culture I have a hard time seeing them switch. So that makes R/R not bad here

The bull argument for $meta usually is that it's the largest social media and they will continue to snowball and monopolize. It's a lazy argument. Some Leaders will be laggards. I used to work on the graveyard of dotcom companies. It was located in palo alto, an office that sat on top of the dead AOL, a one time largest internet provider. It was humbling to be reminded that we could be next. Our ceo was a former tank commander so he ran the company like we could die. My point is that the monopoly is just a thesis and you should support that with strong evidence. Otherwise, it's just a lazy argument. So far, i haven't seen a strong bull argument.

@Wild_Randomness The only sign I was waiting to full port META

$META $TSLA Sell your Tesla and buy SpaceX on IPO? Interesting… What if you should be buying Meta?

@zedbanana8 @LSDinmycoffee Sir that's not what we want to here 😂

@LSDinmycoffee gorgeous looking 4h banana

$CL $OIL $WTI Ripping!

@imnotharsh so META MSFT next ✍️

After $GOOGL and $AMZN being frustrating to hold and then going on a generational run to ATHs, next up is $MSFT. Book it. Typical rotation of the Mag 7.

@zedbanana8 Sir MU and power chips go hard

nvda/smh is in year long downtrend. each interaction with steeply descending daily trend is local top, allowing alt szn in memory to continue. imho the jensen trip to china is yet another local top for nvda/smh. meaning, your focus should continue to be in memory stocks. i know smh and memory are totally different, just using smh as proxy for smaller cap AI stocks.

@imnotharsh fk I don't own enough INTC

NEWS: $INTC Intel and $MSFT Microsoft Expand Strategic AI & Cloud Collaboration Microsoft just announced General Availability of the new Dl/D/Esv7-series VMs powered by Intel Xeon 6 processors. Enables higher general compute performance, larger VM sizes, better security, and future-proofing cloud-scale workloads with Intel. - Up to 20-30% better performance vs prior gen (compute, databases, AI pre-processing) - Massive scale with up to 372 vCPUs & 2.8 TiB memory - Built-in AMX AI acceleration & strong security (TME) - Up to 400 Gbps networking, huge storage gains, and better power efficiency This is perfect for agentic AI, large in-memory databases, and high-performance workloads. It is another big validation for Intel’s data center CPU momentum on the world’s largest cloud. "Together, Intel and Microsoft have built a silicon-to-cloud foundation to deliver a new generation of Azure virtual machines powered by Intel Xeon 6, with the performance, security, and memory capacity customers need for the next generation of AI workloads.” - Srini Krishna, Intel Fellow, Data Center Products

@MetaaL_ with last 2 weeks PA I forgot. I dont think we've such velocity/momentum maybe since Covid easing hype or .com mania

Markets, can, in fact, go down. shocker

@babyfolio EV maxxxing is the way sir

A lot of software stocks enthusiasts on X. Let me tell you about a lesson I learned the hard way(and hopefully you won't have to). This applies to most(if not all) software stocks at the moment. Sometimes, being too early is just being wrong, those who are invested and try so hard to justify how SaaS isn't dead are fighting a wall. You may be right, but you're paying a massive cost, the cost of waiting. The market is at all times high, and I see SaaS investors are down YTD, sometimes even double digit. You guys paid and will continue to pay the massive opportunity cost of being invested in a sector that's simply hated. Yes, some day some of these stocks will return, but how much did it cost you? If you just wait for sentiment to shift, yes, you'll pay 10% premium to the stock price, but you would have gained it somewhere else. That's why you won't find me holding stocks like $NOW, $ZETA, $RDDT and more till sentiment shifts. How do I know all this? I held $TSLA from 2018-2025 I had 4 years of dead money (2021-2025). Yes, maybe $TSLA will reach 10T(7x), but I already 4x my money not being there. Anyway, don't know who needed to hear this, but hopefully it helps someone.

@LSDinmycoffee Yeah but they use payment networks still. Think chinese one is called Union Pay or something doubt they'd ever allow other payment networks

people don't even use credit cards anymore in china, good luck lmao

@zeroxkyle are you concerned about TCG bubble allegations or just going of revenue numbers for now?

i'm gonna continue treating my $cards position like a stock - timeframe in months instead of days, monitoring revenue data, & waiting for the team to keep shipping it took 5 months for the team to get to where they are today. i expect in another 5 months they will be much more ahead. there is a lot of power to be long term oriented in an industry that is myopic. we have seen this with hyperliquid, and we will see it with cards. this superpower is further elevated in times of crisis and loss of faith that we're at now. people will sell good assets at cheap prices and make fun of any sort of long term investing. if you want average returns, then you only need to do what everyone else is doing and ignore this. but if you want above average returns, you have to do something differently i believe that different means investing in crypto still, but with a much tighter range around whats considered investable, instead of broadly writing it off or broadly buying everything godspeed

@docXBT Equities bull market prob not stopping soon why not crypto?

There’s only one question that remains…

@zedbanana8 @zeroxkyle True, really reminds me Charlie parabola meme. If he was would chart the parabola it would be at peak pretty much

@dgebcool18 @zeroxkyle great point scool, i tend to agree. with regards to price tho, part of me thinks sndk has entered meme coin mania. whenever i see ansem and crew say there's a guaranteed 2x left, i get hella ptsd lol

Worth noting that in 2021, we had lots of bubble tech - SPACs, NFTs, Crypto, Memestocks You know these were bubble assets because you look back at them 5 years later and nothing has come out of most of them. Purely driven by hype and FOMO Calling AI a bubble is simply not understanding the scale and paradigm at which this is being implemented. If you want a bubble, I suggest looking at the TCG space instead. But 5 years from now, I highly doubt that AI will not grow from here.