Narvaradas

@healthy_pockets Saylor frotándose las manos

🚨ATENCION🚨 BLACKROCK ACABA DE VENDER $1 MIL MILLONES DE BTC BlackRock vendió Bitcoin todos los días de la semana pasada. Vendieron un total de $1.01 MIL MILLONES de BTC. Si veo mucho apoyo en este tweet preparo un hilo explicando por qué las instituciones están vendiendo a este ritmo…

@BUYUKARMANS @aaguerrero29 Looser

@aaguerrero29 For you but not for me..

Congrats to Spain! 🇪🇸

@unusual_whales What about Qubt?

The Trump administration is awarding $2 billion in grants to nine quantum computing firms in exchange for minority equity stakes, aiming to strengthen U.S. supply chains and speed up quantum hardware development. Major recipients include IBM with $1 billion for a quantum chip facility in New York, GlobalFoundries with $375 million, and D-Wave, Rigetti and Infleqtion with roughly $100 million each.

@ZaStocks They are focused on autonomous truck companies, they have already made a super bullish deal news with one of the Berkshire companies and also one of the top trucks companies in the us, the potential of this company is massive.

$AUR Autonomous driving feels like it might be a big thing doesn’t it? Embodied AI is coming.

@ZaStocks When a list of robotics?

The robotics trade feels close. The first phase of AI was about building intelligence. The next phase is about giving that intelligence a body. So far AI has mostly been focused on making digital work easier and more automated. It helps people build, write, code, research, analyze, summarize, and process more information than any human could on their own. But everyone knows AI won’t stay digital forever, the next logical step is embodied AI. The next major phase is going to be about moving AI out of the browser and into the physical world. This is where robotics comes in. Once intelligence can be effectively embedded into machines that see and interact with the real world, the opportunity becomes so much larger than digital productivity. Robotics is going to be the bridge between artificial intelligence and the physical world and I think it’ll be one of the biggest trades ever.

@watchingmarkets I have forgotten crypto investment already, thanks to 1 year option calls, chill and relax and your portfolio will grow like a monster!

stocks vs crypto Stocks are outperforming by far, better trades, better returns. Obvious given the current market environment. So why am I still fixated on crypto? Probably because it's where it all began for me (first 100k+). But right now it feels like a love hate relationship, bc the potential is there, yet nothing materializes. I'm patient with my stock trades but restless in crypto. Maybe it's time to apply the same HTF mindset, and finally cut altcoins outside of ETH and SOL. Always knew most of them were vaporware anyway and the event on 10/10 proved it. Why carry the stress? Stocks are where real value gets created. AI, robotics, compute, energy, space... In crypto, memes are the only trading ground with daily upside for building capital. Why stress over altcoins when the stock market is handing out 5 to 10x setups? Or maybe it's just the current crypto PA talking. But the core thesis holds, size into stocks based on macro and sector rotation, day trade memes in crypto, and build a core spot position in BTC, ETH, and SOL around accumulation targets in this bear market. Alts? No real edge there, not for a while now. Stocks have been the better risk adjusted trade by a wide margin. Better to wait for conditions to visibly improve before revisiting.

@healthy_pockets Y para cuándo es en el senado?

🔥OFICIAL🔥 🇺🇸 El Comité Bancario del Senado APRUEBA LA CLARITY ACT con un voto de 15-9. El proyecto de ley ahora pasa al pleno del Senado.

@DanielMuvdiYT @DanielMuvdiYT El peso de tu posición en $sndk no corresponde con tu norma del 10% por posición, que vas hacer si la acción se va a 2500? Te fuiste muy fuerte desde el principio

Muchos no entienden cómo estoy ganando tanto porque asumen que estar bajista = estar solo en corto. No es así. He cerrado cortos en el ultimo fondo con ganancias, he comprado nombres como MSFT, CRCL, MDB, GDX y GDL con fuerte upside, y ahora he reabierto coberturas cortas en Coherent, NVDA, SNDK y CVNA (dos ya en ganancia) entre otros movimientos. Tener una visión bajista para estos múltiplos del mercado no significa estar 100% corto. Es gestión de exposición, no ideología.

@ShardiB2 That was the company “check cap”doing it many years ago

Medicine is about to get so much better

@rafam1982 @PBlanco12487 😂

@PBlanco12487 Roberto sedińo?

Si No conoces al señor de la gorra , tienes muy poquito fútbol....

@DanielMuvdiYT Esperando el autobús se perdió más

Warren Buffett is right. It’s just that timing will not always work as people expects. Market valuations today are an absolute joke, and Warren knows this perfectly. When reality hits, he will buy good value at 50% off. Patience is a virtue.

@cryptorover You gonna burn this 84k before you blink eyes tic tac tic tac

I'LL BE BLUNT. THE $BTC BOTTOM IS NOT IN. Look at history. During EVERY bear market year, Bitcoin printed 9–10 red monthly candles before bottoming. This time? Only 5 so far. I'm not buying it.

@Json_boss @DanielMuvdiYT 😂

@DanielMuvdiYT Vas a cerrar el corto a sandisk?

El mercado se equivoca al creer que $SNDK es la nueva $NVDA. SanDisk no tiene el moat de Nvidia. Ya lo expliqué antes en mi tesis: $SNDK vende memoria, y la memoria sigue siendo un negocio cíclico, dependiente de pricing, capacidad y oferta. Hoy el ciclo está a su favor por la demanda de AI storage y la escasez de NAND, pero eso no convierte un commodity en un monopolio. De hecho, ellos mismos dijeron que el salto del trimestre vino por una mezcla hacia clientes de mayor valor, data center, y precios altos. Samsung, SK Hynix, Kioxia, Micron y el resto van a inundar el mercado, los altos precios no van a durar, y la demanda...

@ShardiB2 @SignaTrading And the gambling $msft?

$GOOGL call flow today pretty insane @SignaTrading

@healthy_pockets Su última reunión y nos dejará sin cambios y nos dejará un regalito hawkish

🚨ATENCIÓN🚨 🇺🇸 LA FED VA A ANUNCIAR OFICIALMENTE SU DECISIÓN SOBRE LOS TIPOS DE INTERÉS MAÑANA A LAS 2 PM ET 👀 < 3.50% → ALCISTA = 3.75% → NEUTRO > 4.00% → BAJISTA Os iré informando con las novedades 🍿

@cryptorover Every fucking month same shit, we have been almost 1 year with this 🤡

Cynthia Lummis says U.S. crypto market structure legislation could reach the finish line in May. 🚀 May could be a huge month for crypto.

@ZaStocks Love it, I made so much money with this one on the past

$ONDS Defense + drone name with a new $1.5T military budget poking above the trend line. Not to mention almost 35% short interest…

@cryptorover 😂

$SPX - What if we’re replaying the Dotcom bubble?

@DanielMuvdiYT 24 horas después Irán desmiente y se forran con los puts que pusieron antes del cierre, seguimos con el circo

ÚLTIMA HORA: Trump extiende el cese al fuego de forma indefinida. Seguimos.