shadyXBT

This is @KrownCryptoCave long term view on Bitcoin and equities right now. He loves being bearish. But he's not seeing it. Any pullback from here is just a higher low. In this show we spoke about the AI trade, concentration in the winners, and why this run might be different to 1999. Watch the full episode on @crypto_banter @Banter_Clips

@johnrockshomes Ain’t reading that stupid ass fuck of a novel.

I am a J6er. I protested a stolen election. Walked right past the police through an open door, and the police let me in. My father's step son turned me into the FBI. My house was raided. They branded me a traitor, and insurrectionist, slapped me on a terrorist watchlist. I plead guilty to illegal picketing, a Class B petty offense misdemeanor with the same sentencing guidelines as walking your dog off leash on a National Park . They swore no prison time. They lied. Judge Hogan sentenced me to 30 days for “not being remorseful enough” and three years’ probation to tie me up through elections. An unconstitutional "split" sentence. My Judge, Judge Hogan called J6 worse than the war of 1812. All I did was chant "Stop the Steal!" inside the Capitol and wear the wrong Tshirt. God Bless the J6ers!

@burrrngobrrr Smells like curry tbh

@solbalkan Yawn

Finally 👀

Bought a nice amount of $link today cause I like money and pussy

BREAKING: The US military conducted strikes on Iran’s Qeshm Port and Bandar Abbas, according to Fox News.

@zerohedge yessss

*NVIDIA GETS WARRANT TO BUY UP TO 15M SHARES OF CORNING

Hello friend

@SolJakey i'm too retarded to know what he said

🚨BlackRock about to announce a hyperscaler data center deal… You’re not bullish enough. First movers: $IREN $CIFR $CORZ $WULF Then: $VRT $ETN $ANET Finally: $NVDA $MSFT $AMZN Bonus: $P

Optimistic, retard. Be more retarded

@saylordocs Yeah I made that but probably be another week or two before I attempt again at a 32% win rate. Minnowmaxxing

When you show her a $1000 profit for the day and she says: “So you must be making $30,000 a month?”

@KolWith1Sol the fam

@shadyxbt who's we

currently sipping on tequila reposado to celebrate cinco de mayo

AMD $AMD smashes earnings on basically every metric. The stock is up 2% after hours.

POV: $AMD after earnings

Omg $amd im about to bust a load

@amitisinvesting looks so juicy at this price

$PLTR Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible. Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year. They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027? Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise. A quote from Shyam, CTO, last night: "More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one." Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful. The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue. The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish. Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world. Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years. LFG.

The AI Super Cycle rotates in phases Semis like $ARM $AMD $INTC were Phase 1. Money is already rotating: Memory → $MU Photonics / Optical → $NOK Networking → $ANET Compute → $IREN Power → $VRT Materials → $MP Space → $ASTS Defense / Drones → $KTOS $ONDS Robotics → $TSLA All you need to do is catch one part of one rotation of the cycle.