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Frisson
2.4K posts
Frisson
@BullPrototype
(Investor & Trader of AGI) - The single most powerful instrument in human history. Business, Scientific & Military dominance. The RSI race has begun!
California, USA Tham gia Aralık 2025
229 Đang theo dõi96 Người theo dõi
$RKLB has followed every technical pull back and extension perfectly.
Right now it says IF this can hold over $85 then it's not stopping at $100...
More like $120+ 💥🚀🌙
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US President Donald Trump announced a 10-day ceasefire between Israel and Lebanon, which he said would take effect at 5 p.m. ET on Thursday. cnn.it/4sOhUq4
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$NFLX
Netflix is down for 3 main reasons:
- Reed Hastings (founder) is stepping down from the board. Street doesn’t ever like important leaders leaving.
- Guidance for Q2 EPS missed, $0.78 vs $0.84 expected.
- If you take out the one time $2.8B breakup fee from the Warner Deal that caused EPS to be +60% YoY, they miss EPS by about 2 cents. Not that encouraging.
Overall, great business and it probably just got overextended at $108 given the real move was $70-$95, so this downside move isn’t as serious but definitely not fun for people who just got in.
$NFLX is a major retail stock now as it’s a top 10 holding on Robinhood for the first time ever so retail really bought the dip 2 months ago when it fell 30%.
$NFLX -9%
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Anyone who sold $NFLX on Reed stepping down is ignorant what has happened here
He announced he was leaving awhile back, but stepped it up a few years to try other things in life, not because he was bummed about ANYTHING
He also feeling his baby is fine w/o him now to flourish🍿
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Earnings call from $NFLX sounded fine to me, on pace for some cool content🍿
More of an impatient over reaction, but at minus 10% it’s a great investment now because traders sold this down, not investors
Which is fine, make that money
I still love it at 110 as much as 97
😊
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Glad I bought the dip when everyone sold on GlassWing news…. 😊❤️
Evan@StockMKTNewz
CrowdStrike $CRWD CEO just said: “Today OpenAI selected CrowdStrike for their Trusted Access for Cyber program.”
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Ok, this is getting INSANE. Just adding "AI" to a company name triggered yet another a 300%+ stock surge.
Myseum rebranded to Myseum AI, launched Datchat (a privacy-focused software platform), and suddenly became worth $6M.
The entire move reads like peak market behavior where sentiment matters more than fundamentals.
And this comes just 1 day after Allbirds pivoted from shoes to AI infra, ripping 900% on the day.
Ash Crypto@AshCrypto
THIS IS CRAZY: 🇺🇸 Myseum $MYSE stock pumped 330% after rebranding to Myseum AI
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Looks like might have a 10-day truce
I’ll believe it when it lasts
Don’t believe either side on details
Think both sides are just waiting for ANY mistake perceived to start lobbing bombs again
Israel should be called out for its Genicide and Russia, US and Israel War crimes 🔥
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When Claude Mythos leaked momentarily and Anthropic used GlassWing to share the power and security with some Companies everyone sold $CRWD $PANW
They were immediate buys for me on the dip😊
Made a couple. Bucks but sold PANW and I’m keeping CRWD for my investment portfolio🍿
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In this clip, AI forecaster Leopold Aschenbrenner argues that “unhobbling” models into long-running autonomous agents could push compute demand toward 10GW-scale data centers within the next few years.
That shift reinforces the view that electricity is becoming a core constraint of frontier AI, increasing the importance of power-linked infrastructure platforms like $BE alongside compute builders such as $IREN and $CRWV supporting next-generation training capacity.
That's alpha.
Sam Badawi@Sam_Badawi
An ex-OpenAI researcher is running a $5.5B hedge fund with 16% allocated to $BE, with strong conviction in distributed power solutions for AI infrastructure. The portfolio is also heavily concentrated in $CRWV (up 10%), $LITE, and $INTC, all tied to the buildout of next-generation compute and optical connectivity. Taken together, the positioning reflects a clear bet on the power, networking, and silicon layers supporting the AI data-center expansion cycle. It is fair to say the strategy is working so far. No... wait. That's an understatement.
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With the ceasefire between the U.S. and Iran set to expire next week, Defense Secretary Pete Hegseth warned Iran’s military leadership to “choose wisely" as the countries look to restart peace deal talks.
“We are locked and loaded on your critical dual use infrastructure, on your remaining power generation, and on your energy industry," he said. "We’d rather not have to do it, but we’re ready to go at the command of our president and at the push of a button.”
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Finally broke down and bought $WMT
in investment account
This seems like the perfect play for the Inflation shock about to hit in coming months. Got $CF for chemicals + fertilize from Oil and WMT for the food and consumer goods prices people will be looking for by summer
😊🍿
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