superficie

@a1lon9 banger

just pulled up to the monad event 🔥

stop watching the charts. listen to me. dubai is solana city

1 year ago today literally changed my life

Proof of heavy

$ZEC M A X I

12 days left for the SOLANA ETF can’t wait honestly trillions

@urfavCTO you have 4 days

ICM

Plasma mainnet beta will go live with $2B+ in liquidity, making us the 8th largest chain by stablecoin supply. The future is bright, on Plasma.

The global financial rails powering Money 2.0 go live tomorrow.

You likely either think AI is a bubble, it'll kill us all, or we're at the top of the 2nd inning and it's the most important invention of mankind that'll drive the economy. I'm the latter, and trading it. Here's a synthesis of research I've done and my take on it. Starting with less obvious trades and working toward the ones you likely already know: $GRID an etf that's a beta to the AI play, focused on the power and infra required by these huge data centers. If scaling laws hit a wall and we stop new construction this will puke. But as long as the music keeps playing it may be a good beta play. Another etf might be $ARTY if you just wanted to buy one or two things and forget about it. If you had to pick a few out of the etf maybe $PWR every gigawatt scale operation requires huge power substations and they're the dominant contractor. And $ETN sells all the electrical gear between those substations and the server racks. They have direct design work with nvidia and many analysts call it out as a winner. $SBGSY is a complement of ETN and together dominate the industry, doing power and cooling. They’re partnering with nvidia directly, but they’re a big business doing a lot of industrial stuff besides data centers. If we really get an endless scaling up of bigger and bigger data centers the share of their data center work might be more significant. $VRT does power management and cooling and worked with nvidia to do their liquid cooling. They had a price shock after microsoft announced a way to put liquid coolant directly inside chips so there's long term competition. But for now they control the market. $ANET is a top provider of ethernet switches for these data centers and has seen a lot of growth. But microsoft, meta, google, amazon and some of these other companies have been using and improving their own in house equipment that could replace them. So is nvidia. So there's a real risk of competition. $MRVL is another data connectivity company but their stock isn’t ripping yet. The industry is using a lot of 800G ethernet for connectivity and MRVL makes optical connections for them. When these hyperscale data centers switch to 1.6T the MRVL component per port is likely going to double. If the transition to 1.6T happens quickly MRVL could skyrocket. But 1.6T optics are in early demos right now. It may come next year. nvidia has their own alternative, CPO, co packaged optics, but that’s not going to be everywhere all at once $CRDO on the other hand is up 2x ytd and is also doing data connectivity and riding the 800 to 1.6T conversion cycle. They’re highly dependent on all of this data center growth so there’s risk but also a lot of growth potential. $PRYMY is one of the biggest optical fiber manufacturers and all the new data centers need miles of it. They have a duopoly on the market with Nexans, but they’re a euro company and not doing as well. $POWL has seen a ton of growth, they make electrical equipment and are mostly more in the oil and gas, heavy industry space. But they’re expanding into data centers and from what I can tell people are kind of over stating their role, because only 10-15% of their revenue is actually coming from data centers. But again if we get endless upscaling of giant data centers they may become more heavily focused on it. $SMCI is maybe the most pure play on rack systems for nvidia's gpus. They aren't the highest volume supplier though and have had a lot of issues, weak earnings, difficulty scaling up. Maybe a bad pick here but DYOR they could be a contrarian bet that's under priced. $MU is the second largest memory supplier to the AI industry. Sky Henix is the largest but it’s unavailable to trade on US markets. Most of their revenue is coming from the growth of the industry and every data center rack needs it. $AVGO broadcom is working with openai and TSMC to build its first in house chips for doing ai work, ai chips are a third of their revenue, and beyond that they make the vast majority of chips used in datacenter switches Outside of these, some other obvious choices are NVDA, AMAT, TSMC, META, MSFT, BABA, GOOG, ORCL, AMZN, LRCX, DELL I'm all ears if you've got any others

The ticker is richtech robotics, it's going to be the premiere robotics stock of the world 5$ a share and going to 1000 get excited you fucks $RR

If you think the market is dead you’re just in the wrong plays or you’re just not locked in enough There are coins hitting millions of marketcap every day Get in the trenches

Solana will actually flip NASDAQ. Global finance is moving to Solana. A trillion dollar market cap is destiny.

The wait will be worth it.

when the dev is bald you know the tek is good

The bubblemaps look clean too.

I’ve been bullish on AI robotics for months. you heard it here first. AI robotics and prediction markets are lining up to lead the next rotation of VC capital and dumb money. Q4 euphoria is only just getting started. Spray and pray - we won’t catch them all…only need a few winners.

feels like the new game

hi