Federico R. T. Ferrari
15.6K posts
Federico R. T. Ferrari
@thisisfed
Federico ≠ Frederico. Tecno-ottimista. «Ho un passato e un futuro, ho un presente che è Dio e fa la cameriera.»
London, England Katılım Şubat 2011
1.6K Takip Edilen1.4K Takipçiler
Chamath went on CNBC and kinda said maybe sorry but mostly not sorry regarding his SPAC’s…
Wish Joe grilled him the way he grilled Jeremy Grantham.
😑
English
Even if the $WYFI 4H gold zone doesn't hold, we still got the daily gold.
And silver support continues to move up (been respected since April). 🫡
Sun Liao@sunxliao
$WYFI still holding this zone! Ready to use it as a launchpad IMO...
English
@dbr_islands Thruth is if you bought one share for 2.5 billions in 2010, you'd have 2.2 dollars.
English
@ShedevilDevil Hai provato una manciata di semi di melograno appena maturi?
Italiano
Federico R. T. Ferrari retweetledi
It's honestly disgusting how openly retail gets farmed here.
I'm not bearish these companies. I just think the valuations US retail gets handed on day one are ridiculous.
All the reasonable-entry upside already happened in private, walled off from us. By the time we're allowed in, the tag reads:
- SpaceX, ~$1.8T at IPO
- Anthropic, ~$1T, still private
- OpenAI, ~$850B, still private
- Cerebras, ~$80B on day one
Now look at where Chinese retail gets to step in:
- Zhipu, ~$7B at IPO
- MiniMax, ~$6B at IPO
- CXMT, ~$80B with the move still ahead, and the public can actually subscribe
American retail only gets access once the valuation is already in the stratosphere.
The 100x always happens where you're not allowed to be. You only get invited when it's time to hold the bag.
Zephyr@zephyr_z9
Who the hell priced the CXMT IPO??? They are IPOing at just $80B market cap (revenue will be in the $50B-$60B range this year at 75% GM, next year over $120B) Is there a way to get in??
English
Federico R. T. Ferrari retweetledi
Type of girl you meet on your hike after your bitch wife just twisted her ankle
English
$WYFI still holding this zone!
Ready to use it as a launchpad IMO...
Sun Liao@sunxliao
$WYFI expecting a perfect retest and bounce, if this continues to hold. The 4H gold zone has been respected so many times I lost count... To figure out what timeframe to focus on, I like to zoom out and see how the ticker has previously reacted to support and resistance (like the gold zone). Most growth tickers respect the 4H. If not... gotta look at 1H, 1D, and 1W. Bullish above the gold (risk on). Bearish below the gold (risk off). For me at least... TA gets rid of FOMO.
English
How much will $20,000 in $OPEN stock be worth in 3 years from now?
English
systemd, cron, or something else for scheduled jobs? Defend it.
English
Body wants sleep
Mind wants money
Heart wants love
Soul needs God
English
Meeting old friends from back home in a random London pub. You gotta love life.
English
@Opendoor_God @rabois @ojojgnef21697 @Opendoor @nejatian @morganb As much as he was confident the Iran war was over in 2 days.
English
Have you fully given up on @Opendoor ? I haven’t seen you talk about it in a very long time now. @nejatian @morganb $OPEN
Keith Rabois@rabois
The magic of Ramp.
English