Zack

371 posts

Zack

Zack

@LukaTheDog_69

Katılım Mart 2025
134 Takip Edilen73 Takipçiler
Zack
Zack@LukaTheDog_69·
@SheTrades_08 @elonmusk Because the people in control aren’t worried 😂 it’s a race for power we’ve never seen before
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SheTrades
SheTrades@SheTrades_08·
@elonmusk If everyone is so worried, why don't we just stop the development of AI right here? 🤔
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Elon Musk
Elon Musk@elonmusk·
Where will AI be in 1, 2 or 3 years?
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Zack
Zack@LukaTheDog_69·
@Dearme2_ I'm missing a purpose.
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Dear Self.
Dear Self.@Dearme2_·
A man has only 4 ways out of depression: Making moneyyyy. Hitting the gym. Chasing his purpose. Building a loving family.
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Zack
Zack@LukaTheDog_69·
@DearS_o_n Not sure. Nobody at the moment. And I'm asking for help
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Market Raven
Market Raven@TheMarketRaven·
$TSLA wants to pop
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Zack
Zack@LukaTheDog_69·
@Bigkev451 This my first time listening but whoever is talking right now acting like this a nascar race, is amazing. This is great
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Adam Maki
Adam Maki@makman8021·
@SJosephBurns @grok @grok what is the average time gap between massive scale wars, and where are we now(in years) since the last?
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Steve Burns
Steve Burns@SJosephBurns·
Hey @grok What do you set the probability for these three outcomes today by 8 PM EST?: #1 Iran and U.S. have a ceasefire. #2 Trump orders the attack on Iran’s infrastructure. #3 Trump extends the deadline. Or a #4 possible outcome.
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Zack retweetledi
0xMarioNawfal
0xMarioNawfal@RoundtableSpace·
CLAUDE IS OFFERING 13 AI COURSES & CERTIFICATES. ALL FREE. START LEARNING NOW. * Claude 101. Learn Claude for everyday work. anthropic.skilljar.com/claude-101 * AI Fluency: Frameworks & Foundations. anthropic.skilljar.com/ai-fluency-fra… * Introduction to Agent Skills. anthropic.skilljar.com/introduction-t… * Building with the Claude API. anthropic.skilljar.com/claude-with-th… * Claude Code in Action. anthropic.skilljar.com/claude-code-in… * Intro to Model Context Protocol. anthropic.skilljar.com/introduction-t… * MCP: Advanced Topics. anthropic.skilljar.com/model-context-… * AI Fluency for Students. anthropic.skilljar.com/ai-fluency-for… * AI Fluency for Educators. anthropic.skilljar.com/ai-fluency-for… * Teaching AI Fluency. anthropic.skilljar.com/teaching-ai-fl… * AI Fluency for Nonprofits. anthropic.skilljar.com/ai-fluency-for… * Claude with Amazon Bedrock. anthropic.skilljar.com/claude-in-amaz… * Claude with Google Cloud's Vertex AI. anthropic.skilljar.com/claude-with-go…
0xMarioNawfal tweet media
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Zack
Zack@LukaTheDog_69·
@TheSkayeth It's chip manufacturer should be rocketing not NVDA
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Sky
Sky@TheSkayeth·
$NVDA just got cleared to sell AI chips to China. The biggest market on Earth just reopened. Stock barely moved. I think that's crazy.
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amit
amit@amitisinvesting·
$NVDA “Is it possible for NVIDIA to be a, you know, $3 trillion revenues company in the near future? The answer is of course yes. And the reason for that is because it’s not limited by any physical limits. There’s nothing that I see that says, you know, gosh, $3 trillion is not possible."
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The Rock Trading Group
The Rock Trading Group@The_RockTrading·
$NVDA - NVIDIA DEBUTS NEMOTRON 3 FAMILY OF OPEN MODELS NVIDIA CORP - NEMOTRON 3 SUPER AND ULTRA EXPECTED IN FIRST HALF OF 2026
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Zack
Zack@LukaTheDog_69·
@Mr_Derivatives Why do these things always seem to happen the same fuckin day I go long. Tired of it
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Heisenberg
Heisenberg@Mr_Derivatives·
$NVDA is currently on a 4 day losing streak and closing at a near 3 month low. If it goes red again tomorrow, then on Tuesday it has a chance to do something it has not done since Aug-Sept 2022, and that is going 6 or greater consecutive red days. Where is this supposed Santa rally for the world’s largest company?
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Zack
Zack@LukaTheDog_69·
@TheMarketRaven Fuck them. Help a real person out who's in serious need of some guidance. 👋
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Zack
Zack@LukaTheDog_69·
@blondebroker1 @TrendStoic I bought March 220's on Friday right before the dump. Think it sees some sort of recovery into eom?
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Zack
Zack@LukaTheDog_69·
@blondebroker1 Needed to see this thank you. I'm in trouble
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Zack
Zack@LukaTheDog_69·
@Zac_Markovich Fuck me I just bought March 220's 😂😂😬😬
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Zachary Markovich
Zachary Markovich@Zac_Markovich·
$NVDA Added here In for 8 contracts total
Zachary Markovich tweet media
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Zack
Zack@LukaTheDog_69·
@TommySauriol Appreciate this. I need a go fund me at this point. 2 years of trading and my account is down over 100% - yes this PLTR move did help me out and thankfully I exited at the top this morning.
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Tommy Sauriol, CFP®
Tommy Sauriol, CFP®@TommySauriol·
@LukaTheDog_69 Just stumbled across this after looking at PLTR news. Hope you’re okay. Speaking as somebody who has been there and done that. My advice is to stop trading options. It gets easier and better. Let me know if you need someone to talk to.
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Zack
Zack@LukaTheDog_69·
@blondebroker1 Help another brother out please. Do you think we turned bullish from here or we get a pull back?
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Real Blonde Broker
Real Blonde Broker@blondebroker1·
We are in calls and were positioned for a rally. I saw the bearish sentiment on X and comments. We went from wen all time highs to we are in a bear market. I told the room $NVDA is gonna beat and we are going higher. This comment was really touching to me from a member. They cut out the noise and followed my direction. Sometimes they need a voice in their head that is right. I’m happy to be that voice until confidence is regained. I also gave the low here on X at $660. Congratulations. We are up $13 on $SPY💖 wooohooo
Real Blonde Broker tweet media
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Zack
Zack@LukaTheDog_69·
@leadlagreport Thank god finally a PLTR post. Can anyone give me some short term expectations from here? I still think it's going to be weak. I have my levels but I don't have a ton of knowledge beyond that
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Michael A. Gayed, CFA
Michael A. Gayed, CFA@leadlagreport·
They already forgot what happened to Palantir $NVDA
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Zack
Zack@LukaTheDog_69·
@kole_meador @amitisinvesting Can we chat real quick tomorrow? That was awesome and it would be great if I could pick your brain with just a few questions. Could learn a lot from you
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The Conviction Engine
The Conviction Engine@kole_meador·
Well I would start of by pointing out the internet was clearly revolutionary. However it still created a bubble. Additionally (talking about NVDA earnings here) I would add that a nearly double inventory increase $10B to $19B, $3.6B in YTD provisions (inventory mark downs basically), recievables ballooning, and extreme customer concentration raises some concerns. I dont think the primary issue is NVDA, i think its the hyperscalers and the rest of the AI ecosystem. If Burry is right and they are understating depreciation, resulting in inflated earnings, and those inflated earnings are used to justify capex increases. . . That is a problem. It creates a sustainability problem that would then cause issues for NVDA down the line. If it is a bubble and it does pop, there will be companies that carry on, and companies that get destroyed. That doesnt change the fact it is revolutionary tech. Things can still revolutionize the world we live in and become over valued, riddled with moral hazard, and hurt people who dont know how to analyze these things. Just the whole AI ecosystem makes my spidey senses tingle. The way the money circulates within it but creates no real revenue or ROI outside of it does not sit well with me. How long until we see the actual real world revolutionary applications and see the revenue we are promised by these companies from AI? Will we see it before the story gets old and people start wondering "when will chatGPT ect. make money? When will my life be changed drastically for the better?" Maybe its not a bubble. Maybe it is. I lean towards it being one and the well capitalized like NVDA surviving and continuing to lead (trust me if it happens I will be the first to buy NVDA at a fire sale). When will it pop? At the end of the day I have my analysis and I try to really challenge my own assumptions. Thats all one can do in addition to perparing. If it was just an "AI bubble" I wouldnt be as concerned. However I have spent enough time mapping the systemic risk in our credit/liquidity system that my family tells me I am crazy. The real problem lies under the surface where no one is looking. Created by a decade of free debt and excessive risk. All rolling over into todays high interest rate environment from 2025-2030 in the form of a debt wall unprecedneted in modern history. That is the real risk, that will pop the "everything bubble".
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amit
amit@amitisinvesting·
how is “we can’t make the GPUs fast enough to sell them” with 74% gross margins a bubble? how is an increase of next quarter’s guidance by $4B against street expectations a bubble? at some point we have to ask if all this demand is real? if these earnings aren’t fake? if the world is actually changing because of AI? if the smartest people on the planet are dedicating their life towards building products rooted in AI? if the answers to those questions are yes, then while it’s healthy to be skeptical about all the nuances of this AI revolution, it seems very weird to completely dismiss the revolution as not real
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