memenodes
Crypto traders trying to predict the market

The crypto market: https://t.co/45jZ1HRmwy
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memenodes
don't get involve in crypto, it's too risky

crypto guys: https://t.co/b7B7Np36Tp
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memenodes
This is who you are trading against https://t.co/yqLbmDqVdU
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memenodes
Just woke up and checked my portfolio, still pre-rich
https://t.co/YUP7BMEyB8
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Wasteland Capital
Mag 7 YTD. $GOOG still the reigning wealth creation champion.

$TSLA doing a late-year runner, now back at all time high.

And then there’s $AMZN... 🥴 https://t.co/jHUmv3tVV2
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The Few Bets That Matter
The AI trade isn't over.

$NBIS $ALAB

👇 https://t.co/g2onKBMbzw
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Giuliano
Every time you read a sentence, think, 'Is this true?'
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The Few Bets That Matter
AI isn't a bubble.

But most AI stocks aren't great buys.
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memenodes
use leverage in crypto

What’s the quickest way to go broke? - braz
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The Few Bets That Matter
Resolving pain points is one of the most lucrative business.

$PLTR did it. $UBER did it. $SHOP did it. $AMZN did it

Billions were created by focusing on a single pain point & solving it, for enterprises & consumers.

$PATH is on its way to do the same.

https://t.co/dWiVxVZ3Th
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Wasteland Capital
So is this payroll data bullish or bearish? 🤔
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The Few Bets That Matter
$ORCL management confirmed that they will take on less debt than the market expects them to.

But compute demand is not slowing.

That leaves one alternative: contract compute capacity, similar to what $META & $MSFT did: pushing CapEx and overbuild risk onto third parties.
https://t.co/iqeE5ddkRM

If so, more contracts should flow to players willing to assume that risk - likely $NBIS & $CRWV, assuming they can afford it logistically and financially.

The question being will the market like that or not?
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