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The Few Bets That Matter
RT @WealthyReadings: $NVDA didn’t put PCIe v6 connectors on Rubin GPUs just to look pretty.
They’re showing optimization potential. This is the next massive vertical. Optimizing hardware for energy consumption and maximum compute.
$ALAB offers this. Through PCIe v6.
Yet, the market sells the stock as it assumes optimization will be fully integrated into $NVDA GPUs, tomorrow.
Maybe someday. But not tomorrow, we're years away from this, if it ever happens.
Vera Rubin will be on volume production end of 2026 and run through 2027. So yeah, not tomorrow. Until then, optimization will come from hird-party hardware. From $ALAB. And for years.
After that, they'll offer optical and other optimizing hardware, so $ALAB has a very long and profitable path in front of himself.
The market is selling the stock on bad assumptions. Understand the overreaction. Take advantage.
https://t.co/mm3A4EAyJG
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RT @WealthyReadings: $NVDA didn’t put PCIe v6 connectors on Rubin GPUs just to look pretty.
They’re showing optimization potential. This is the next massive vertical. Optimizing hardware for energy consumption and maximum compute.
$ALAB offers this. Through PCIe v6.
Yet, the market sells the stock as it assumes optimization will be fully integrated into $NVDA GPUs, tomorrow.
Maybe someday. But not tomorrow, we're years away from this, if it ever happens.
Vera Rubin will be on volume production end of 2026 and run through 2027. So yeah, not tomorrow. Until then, optimization will come from hird-party hardware. From $ALAB. And for years.
After that, they'll offer optical and other optimizing hardware, so $ALAB has a very long and profitable path in front of himself.
The market is selling the stock on bad assumptions. Understand the overreaction. Take advantage.
https://t.co/mm3A4EAyJG
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The Few Bets That Matter
$BTC is back at $90K.
Traders got a little too excited, so they got cooled.
Now... was that enough? Or do we need more pain?
What I see so far is a clean breakout, clean retest after a four months downtrend. Higher highs intact.
Shakeout are normal. I’m a buyer. https://t.co/MfMOORbg9O
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$BTC is back at $90K.
Traders got a little too excited, so they got cooled.
Now... was that enough? Or do we need more pain?
What I see so far is a clean breakout, clean retest after a four months downtrend. Higher highs intact.
Shakeout are normal. I’m a buyer. https://t.co/MfMOORbg9O
$BTC is bound to go back to $90,000.
$MSTR will follow down. And foolow up.
The fun begins after the shake out. tweet
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The Few Bets That Matter
$MSTR is up 2.5%.
$BTC is down 3%.
Why?
Because the market starts to realize that Bitcoin will very probably reach $100K before $70,000… Which means $MSTR is massively underpriced.
This has been the thesis for weeks. https://t.co/dO4tvUknax
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$MSTR is up 2.5%.
$BTC is down 3%.
Why?
Because the market starts to realize that Bitcoin will very probably reach $100K before $70,000… Which means $MSTR is massively underpriced.
This has been the thesis for weeks. https://t.co/dO4tvUknax
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The Few Bets That Matter
What do we call it when the government decides where money is spent?
China?
🍿 https://t.co/IsnsvBxMPl
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What do we call it when the government decides where money is spent?
China?
🍿 https://t.co/IsnsvBxMPl
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God of Prompt
5 AI Workflows for Personalized Learning
Enhances student engagement and meets diverse needs.
• Implement adaptive assessments
• Use interactive AI tools
• Customize lesson plans
🔗 Click below to read more:
https://t.co/kOq4hyiRju https://t.co/omj1F95zNA
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5 AI Workflows for Personalized Learning
Enhances student engagement and meets diverse needs.
• Implement adaptive assessments
• Use interactive AI tools
• Customize lesson plans
🔗 Click below to read more:
https://t.co/kOq4hyiRju https://t.co/omj1F95zNA
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The Few Bets That Matter
$BABA's been forgotten around here.
#1 AI/cloud in China
#1 e-commerce platform
~15% YoY growth & accelerating
Valuation is dirt cheap
Don't miss the breakout when it happens. https://t.co/uzRBE1zi7F
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$BABA's been forgotten around here.
#1 AI/cloud in China
#1 e-commerce platform
~15% YoY growth & accelerating
Valuation is dirt cheap
Don't miss the breakout when it happens. https://t.co/uzRBE1zi7F
tweet
The Few Bets That Matter
RT @mathlonning: $TMDX has 22 planes and they’ve been making 32+ flights/day for about 3 weeks now.
THERE’S NO LOSS OF MARKET SHARE. They’re not only EXPANDING the market, they’re also gaining share over cold storage.
Willing to make side bets on market share gain/loss if you disagree with me.
This thing is going to continue to run up into the end of the week.
Depending on what goes on at JPM it could go even higher.
I personally would prefer Waleed to not give out guidance at the healthcare conference as I see no upside in giving it out then over waiting till late February when they’ll have a much clearer picture.
But I do strongly believe he’ll give information on trials. Everyone knows there’s still a lot of addressable market on Lung/Heart and prior to trials it was unclear if the future was bright on that side. So ideally we get answers on how they’ll target those two organs specifically.
Would also love Waleed to give answer on percentage of ground/air ops, as that would make it easier to track revenue for myself. Though, I can see Waleed not answering that as he seems to prefer people not making up their own conclusions based on random data.
In conclusion,
THERE IS NO LOSS OF MARKET SHARE
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RT @mathlonning: $TMDX has 22 planes and they’ve been making 32+ flights/day for about 3 weeks now.
THERE’S NO LOSS OF MARKET SHARE. They’re not only EXPANDING the market, they’re also gaining share over cold storage.
Willing to make side bets on market share gain/loss if you disagree with me.
This thing is going to continue to run up into the end of the week.
Depending on what goes on at JPM it could go even higher.
I personally would prefer Waleed to not give out guidance at the healthcare conference as I see no upside in giving it out then over waiting till late February when they’ll have a much clearer picture.
But I do strongly believe he’ll give information on trials. Everyone knows there’s still a lot of addressable market on Lung/Heart and prior to trials it was unclear if the future was bright on that side. So ideally we get answers on how they’ll target those two organs specifically.
Would also love Waleed to give answer on percentage of ground/air ops, as that would make it easier to track revenue for myself. Though, I can see Waleed not answering that as he seems to prefer people not making up their own conclusions based on random data.
In conclusion,
THERE IS NO LOSS OF MARKET SHARE
tweet
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Illiquid
On 29 October, after SK Hynix was up ~60% in a month, I dug up a Japanese FOMO basket. For the second order beneficiary and meme potential enjoyers.
https://t.co/K2jWOp82n2 https://t.co/6ipjhhxYFQ
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On 29 October, after SK Hynix was up ~60% in a month, I dug up a Japanese FOMO basket. For the second order beneficiary and meme potential enjoyers.
https://t.co/K2jWOp82n2 https://t.co/6ipjhhxYFQ
tweet
Illiquid
If you only have around $20 to invest, I think fractional SPY shares on IBKR are a thing...
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If you only have around $20 to invest, I think fractional SPY shares on IBKR are a thing...
What’s your highest conviction stock under $20 per share? tweet
X (formerly Twitter)
Bourbon Capital (@BourbonCap) on X
What’s your highest conviction stock under $20 per share?