“I have gone pretty hard on this thing. Man, FWA. I've gone pretty hard on FWA... The thing that I like about FWA... is it feels the most reminiscent to August, September, October 2023... I think that ”
Crypto speculators are pouring money back into fresh digital experiments, driving this new protocol to 6,500 ETH in volume as the premier way to play it.
“China starts mass-producing homegrown DUV chip-making tools in advance for the local chip industry... That probably means Intel is going to go too right long Eastern Semis short Western Semis this pro”
China mass-producing homegrown DUV chip tools sparked a 7% sell-off in Western equipment stocks and directly threatens American legacy giants like Intel.
“nike is about to lose 40 look at nike man what happened what happened to the game i loved brother look at this what happened cultural relevance of nike is just evaporated to zero”
Nike's cultural relevance has completely evaporated, driving the stock to break below $40 as the former sneaker king bleeds market share to competitors.
“All these like smart research guys really like Eli Lilly. One of the things that's cool about Eli Lilly, by the way, is like company's market cap... Opposite of AI, Eli Lilly, AI. Or like upside of AI”
Institutional researchers are hiding in Eli Lilly to capture the upside of a $1.1 trillion mega-cap without suffering the downside of a crowded AI bubble.
“Look at Visa high time frame. Visa. Holy shit. Why? Wow. What about MasterCard? Same. Did I wish we could buy Stripe? I saw this thing about Stripe revenue is like handling because of AI... visa and t”
Visa is bleeding its payment dominance to AI-powered rivals like Stripe, forcing the legacy giant to slash 2,600 jobs as its high-timeframe chart breaks down.
“Bitcoin price action is really impressive... if we third tap this, this level, and we make it out right here maybe in a couple days, Thursday, we're going to 76 plus, I think.”
Bitcoin is clearing massive overhead resistance on the four-hour chart to ignite an electric mania run straight to 76,000.
“SpaceX is 110 right now where do you buy it if you are a buyer where do you buy it look at this this is one of the worst i've been encrypted for five years it's one of the worst charts i've ever seen ”
SpaceX shares trade at 110 and project the worst chart structure witnessed in five years, making the stock a definitive structural avoid.
“we think that healthcare is the most profound application of AI from a drug discovery point of view... identifying and diagnosing diseases... and then adding in CRISPR gene editing. We are seeing cure”
AI and CRISPR are converging to literally cure diseases and collapse drug discovery timelines to under 18 months, making healthcare the ultimate AI winner.
“Well, it has to be Tesla, which ultimately will be SpaceX, I think, when they combine. It's the most powerful. You have the robotaxi opportunity, the orbital data center opportunity, and I think many ”
The market severely discounts Tesla merging with SpaceX to build orbital data centers and deploy 100 autonomous Cybercabs as the ultimate AI frontier model.
“I think if Google, in the worst case scenario, none of their application layer stuff works, none of their network effects work, and they don't have any good models, they're still going to have the wor”
Google dominates the AI race by hosting over 200 models on its cloud platform and printing cash through the cheapest infrastructure in the world.
“I'd pawn everything I fucking owned to put size into this thing if I had an opportunity to do it... they plan an expansion that may more than double monthly wafer output. They ink a five ByteDance sup”
The Chinese memory chipmaker is doubling its monthly wafer output to 350,000 and locking in billion-dollar domestic supply deals, making it a generational buy.