@TekstschrijverT I would always buy more than one stock (never put all your eggs in one basket). If AI related I would go for Galaxy Digital, Tesla, and Eli Lily. Likely with some Chinese 'picks and shovels' companies for AI-related parts (e.g. parts for robots).
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Things to consider, look for exposure in when opportunities arise
$BB physical AI safety layer
$DRAM memory, robotics
$BOT the physical side, private robotics companies that will all need to scale. This timeline is being sped up rapidly
all 3 tie in together over the next decade and benefit each other
Imo it's so so hard to express how good some of the opportunities are that lay ahead. I want to get in a lot more detail and get into it on this. To really explain the thought process on it all. I think it's really important to cover bc we likely have some of the greatest investment opportunities of our lives ahead, that likely may exceed anything we have ever seen. But it requires a decade long view, bc scaling something like robotics isnt going to happen overnight
If the Bitcoin thesis is purely a SOV play, then in a world of AI capturing all the attention/capital, coupled with quantum fear, an outcome similar to this for the next 4 yr cycle would not be a big surprise, to me.
Would also align with a secular crypto bull market having peaked (as seen in alt's and bitcoin poor performance).
Interesting take. If I’d be an index investor (which I’m not!), I’d likely put the majority of my funds in $STRC. But index investors are so risk averse and uninformed that they mostly see risks in STRC. They don’t understand that the real risk is index investing in times of AI.
Saturday morning thought: The more I use AI, the more I think investors are completely missing what World ($WLD, the former Worldcoin) is doing and why it will be needed by everyone in the near future. According to Pantera they may scale to at least $50 billion in free cash flow in the future. Fully diluted there will be max 10 billion tokens. WLD trades at $0.26 right now, down from almost $10 in 2024. Successful mature tech companies trade at over 25X FCF, meaning an implied future valuation of at least $125 (fully diluted!). That's a potential 500X from today's price in a few years, a bit like Bitcoin in the early days.
I own a few WLD tokens (an insignificant amount), but I am not trying to shill it because I own some. I truly believe people are missing what's going on here. World has partnerships with among others Zoom and Tinder, but also with the governments of Taiwan and Malaysia. People seem to be worried about the irisscan (and maybe that's what's still holding it back?), but if you do a deeper dive you'll see it's a complete non-issue. The constant dilution certainly plays a role as well, but my price calculations are based on the issuance of all future tokens (they will be unlocked by 2032), so even with that you'll have this upside.
Not financial advice of course, but I will closely follow the WLD price over the next months, and once I see a trend reversal I may get into the market. See also this YouTube video: https://t.co/JiA6IAEfw1
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Na lastni koži sem ugotovil, da je pod to vlado represija nad svobodo govora neprimerljivo hujša kot v času covida. Takrat sem na glas povedal, kaj vse me moti, in me nihče ni označeval za “levičarja” ali me skušal utišati. Pod vlado “svobodnih” pa mi je bila svoboda omejena na načine, ki jih premore le diktatura.
Izbrisan mi je bil Instagram račun, ki je bil ustvarjen že leta 2012, na katerem sem vedno povedal, kar mi je ležalo na duši. Tisti, ki me zares še ne poznate, ste morda izgubili upanje, da bom sploh še kdaj spregovoril na glas. Vsi tisti, ki me pa dobro poznate, pa verjamem, da si že pripravljate novo porcijo kokic.
Zaradi nastale situacije sem se odločil, da svoj glas prenesem na socialno omrežje X, v upanju, da ostanem slišan.
V življenju so me doletele že veliko hujše stvari kot vse to, kar se mi je zgodilo v zadnjih dveh tednih. A kot sem že večkrat povedal … težko me bo utišati ‼️#nismofejk #nepridiprav