Ace 💹🧲

Since we’re supposed to shamelessly shill our bags I do think it’s better to shamelessly shill things that are better than a bag 🫡

@citrini @aleabitoreddit interested as well

Does anyone following us work in shipping insurance, bunkering or petrochemicals? Shoot me a DM if so.

@CaesarCapitalz Risk is I don’t want to sell a correction at the lows to to buy into hype (photonics has hype mixed with fundamentals imo)

@CaesarCapitalz I’ve been thinking of selling some and rotating into photonics ($SIVEF) for a while Every day I’ve been thinking was just another day of losing money My concern regarding $IREN is 1. Dilution and 2. Seems like there’s paid shill activities with Alfred and friends

I'm thinking of getting completely out of $IREN when the stock market opens on Monday. I just think there are better opportunities in the market right now. Convince me otherwise: why should I not sell $IREN?

Just a heads up to $VELO. There was a $500M shelf for an ATM / Warrants dilution, which is structurally large relative to its $311m MC. This was a popular retail X stock for speculated SpaceX, Andruil, and Defense supply chains: With: - $32.6M from Department of War - $11.5M from Defense Primes - $9.8M from DLA Contracts all recently (largely positive for the company). They announced the dilution was for "scaling 400 production systems over the next decade" as well as M&A. However, I do think this amount relative to MC is pretty predatory, especially with ATMs. I mentioned earlier companies like $VELO can be strategically sound, but financially, not as much so when I covered the stock earlier. And this is a material risk to always consider. But, it's good to understand overhang risk if you're still long. Just a standard heads up risk disclosure since this is a popular name.

@aleabitoreddit @trademetry I disagree with above guy but I’m of the opinion that most investments are zero sum That’s why I entered crypto (alt asset). The stock is not the company and vice versa. Only dividends are from the company, everything else is zero sum economics Open to correction ofc

Not sure if you realize yet, but stocks are positive sum gain unlike Melania Coin. Everyone benefits long term if someone is right directionally. It's not exit liquidity when people buy $LITE, $AEHR, or $AAOI and the prices go up over time because of value creation + revenue growth. Companies create economic value and return that to retail shareholders through things like dividends. There's exceptions with things like $SNAP or $IREN if there's excessive SBC/dilution if management tries to drain value.

Just in case you’re wondering why I’m bullish on $CRCL and Stablecoins. 8605 subscribers at $1.00: -> $1595. Not even including int. like Canada paying 46% more (2 CAD vs $1 USD subscription) and the FX/rounding disappearing into the void. I’m not here for subscription revenue so I don’t plan on changing anything. But just found this pretty amusing even if you factored in pro rata or holds/delays. You would reduce 30% App Store fees, Stripe card TX fees, and other black box fee mechanisms like foreign currency rounding. Stablecoins are definitely the future, and you can already see banks trying to control it with Clarity Act lobbying.

Must watch

@AnjneyMidha @CS153Systems Serenity?

Stanford @CS153Systems, Week 1 (Full Lecture) AI Scaling, Bottlenecks, and Why Compute Isn't a Commodity Yet 00:00 Compute Coachella 00:29 Simple Life Heuristic 01:08 Uncertainty Creates Opportunity 01:42 Four Bottlenecks Framework 01:51 Empirical Proof Matters 02:05 Cloud Costs Are Shifting 02:15 Verifiable vs Fuzzy Progress 02:48 Scaling Predictability Explained 03:43 CapEx Explosion in Big Tech 04:06 Chips Aren’t Commodities 04:45 Compute Scarcity Conclusion

@rocketpunchboy @GhostOfTanzCho @DexterityShow I never heard of vtube till now. Here’s a Claude output on how to advance in your type of photography Aeons good for that initial boost, free marketing first 10-100 customers to help you get your momentum brother

@0xInitialAce @GhostOfTanzCho @DexterityShow nope, dont use any meta

Honestly, I think everyone in the SPX6900 community needs to reimagine their content strategy. Constantly making content about only SPX puts us in an echo-chamber, & limits our reach. The next phase is every aeon broadening their niche of content creation. Not SPX focused. Pick something you’re passionate about, & believe has the capability to garner extensive reach. Grow a following in that vertical. Subtly interlace in SPX6900. This is how we infiltrate everything.

@CaesarCapitalz There’s some memecoin like behaviors going on, which worries me tbh

Why are $IREN shareholders quoting this post and trying to make it look like bullish news? “We really appreciate the transparency bla bla bla.” A generator caught fire and they extinguished it. What’s so incredible about that? 🤣 I know the market sentiment is not great right now, but c’mon. And before you start attacking me, I own $IREN. So don’t act like I’m trying to FUD your bags.

@csvoss Gmaeon

gm

@GhostOfTanzCho @Cashfire88 This is the way. We need to take full advantage of the network and help each other grow 🫶

@rocketpunchboy @GhostOfTanzCho @DexterityShow If you have an ig page share it with Aeons, we can help you grow

@GhostOfTanzCho @DexterityShow but thats video, i dont know video

@0xdedahh @chooserich Oh brother Huge problem in making apps ngl. 0 barrier to entry Market flooded People will copy you Subscription fatigue Heavy marketing dependence Nick has motion though so I’m suprised he couldn’t market and profit

@0xInitialAce @chooserich he posted earlier he had built 20+ apps but they aren't making any money 😭

How to install Google’s local Claude killer in under 90 seconds

$VELO +23.62% One thing a lot of new investors may not be aware of is that Musk/SpaceX were interested in acquiring Velo3D back in 2021, but the company chose not to sell. The CEO at the time rejected the offer. Instead of an acquisition, SpaceX became a major customer and close partner, using Velo3D’s Sapphire machines to manufacture parts for its Raptor engines, including the latest Raptor 3. This wasn’t a small relationship either. SpaceX started with a single machine in 2018 and scaled to 22 systems by 2021. Today, they operate around 25 machines and continue to expand their usage. When one of the most advanced engineering organizations in the world tries to acquire you, gets turned down, and then keeps buying your machines anyway, that says a lot about the quality of the product.

@aleabitoreddit Congratulations Brooo whaaa CW/SiPH/CPO seem far less in mc (risky/less long term play?) compared to the earlier wins perhaps 🤔

I just realized… hit 5,118.02% returns last week. 5000%+ not too bad in <2 years? Hard to keep up with $5 footlong sandwich inflation even after front running: -> $MSTR for halving -> $RKLB and $HOOD for space/fintech rally -> $GOOGL and $TSM for large cap rally -> Samsung, SK Hynix, Asian equities for memory -> $LITE, $AXTI, and $COHR for EML/photonics -> $SOI, $SIVE, $AEHR, $TSEM, Win for CW/SiPH/CPO. Some side quests here and there with Venezuelan natural resource companies and drones (that didn’t turn out as well). But generally market read has been decent so far on what’s coming next. And I do think scale up photonics is next, especially focusing on CW laser companies, substrates, testing and foundries.

@aleabitoreddit @mikealfred a hero btw. No wonder he’s so quick to block ppl x.com/mikealfred/sta…

Aside from Snapchat, maybe… $ASST, $IREN, $BKKT? There happens to be a common denominator sitting on Iren’s Board of Directors. Famous for dumping excessive ATMs on retail investors.

@aleabitoreddit Wow. This sounds like an elaborate social media marketing scam It’s as if a company hires a marketing team to flood X with forever bulls to trick retail into hodling as they slowly get rugpulled

@pupushiwo @aleabitoreddit Fr. Kinda hard to rip the bandaid icl

@aleabitoreddit Perhaps this group is the perfect signal also. Around this time last year, I was genuinely bullish on $IREN, but when the stock price and company behavior seemed off, and this group (The key personnel happen to be those I don't trust.) appeared, I gave up. Many ppl also did.