Demetrio //

You're always one decision away from a totally different life ⌛ㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤ
Class of 2020 | Binance Sq Creator | Software Eng

[Demetrio // @CesarDemetrio16]

Kicking off my 2026 Stock Picks 📈

First on the list: Netflix $NFLX

The kings of streaming — their catalog + originals are unmatched.
But if that were the whole story, it wouldn’t be my top pick..

The real reason is what’s coming next. 🧵👇

[Karan🧋 @kmeanskaran]

BE DELUSIONAL.

[Demetrio // @CesarDemetrio16]

Terrible week, prob the worst of my year :(

But closed a late trade in profit today, next week I have a deadline of 4 evals, let's see if I can pass them.
Hope $NQ delivers good

[Demetrio // @CesarDemetrio16]

@TheShamdoo Spoiler: you can't..
https://t.co/RSzSCkZ7rA

[Demetrio // @CesarDemetrio16]

Well it's true, you can't use Claude Fable 5 for cybersecurity..

[Demetrio // @CesarDemetrio16]

Well it's true, you can't use Claude Fable 5 for cybersecurity..

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[Demetrio // @CesarDemetrio16]

Quick day, done for the week

Great short presented in $NQ today

[Demetrio // @CesarDemetrio16]

Let's go!
+1 Eval on this awesome short in $NQ

[Demetrio // @CesarDemetrio16]

Bad management in my Fundeds today, a bit of red..

Green on one of my evals for $NQ:

[Demetrio // @CesarDemetrio16]

That was fast..
$PLTR +15%
$NOW +28%
$IBM +21%

I still think theres a lot of space for growth..

[Demetrio // @CesarDemetrio16]

I'll build a position in $PLTR $NOW and $IBM

Charts look good and can't ignore:
- Software is mispriced, $MSFT is also going to be one my biggest positions over the coming months (7.4% right now)
- Palantir chart simply looks good
- IBM for quantum + Trump bought, he knows..

[Demetrio // @CesarDemetrio16]

Power demand is exploding. Goldman Sachs expects 24x token Growth by 2030.

Chips are cool but I'm betting on Energy as the continuous bottleneck for AI. There's not enough power to sustain usage and grid/transformers are 3-5 years behind.

My bets: $ORCL $CRWV $APLD

+10 GW pipeline > Custmore pre-pays > Explosive margins

[Poonam Soni @CodeByPoonam]

Do you understand what NVIDIA just did?

They didn't announce anything.

Just coordinates: 25.0528, 121.5990

That's Taipei.

Computex starts June 2.

And three words — "A new era of PC."

Here's what I think is coming.
- NVIDIA has been quietly building an ARM-based chip for Windows PCs.
- Developed with MediaTek.
- Designed to run AI natively on your laptop.

- Not a GPU.
- Not a data center chip.
- A processor. For your PC.

And if the leaks are right — it could match RTX 4070 performance
in a thin, efficient laptop. 👀

Intel. AMD. Qualcomm.
They've owned this space for decades.
NVIDIA is walking in.

Jensen Huang also hinted at a "surprise new product nobody knows about yet" for the second half of 2026.

This tweet might be that first signal.

A company that makes the world's most powerful AI chips now wants to power your everyday PC.

That's not an upgrade. That's a new era...

[Demetrio // @CesarDemetrio16]

May 2026 Trading Results

[🐧 @Pentosh1]

The animal spirits have continued, even more so. 32x in 2-3 months or so. And there are a ton that have done 2-5x in the last month.

Crypto use to be the main outlet, but now you have prediction markets, 0dte, sports betting. There is something for everyone depending on what they like and much easier access too it than anytime in history

While crypto has been relatively dry vs other markets the past 5 years it will still have some decent boom and bust cycles, not to the degree of the past imo bc it's flawed by design with emissions and is no longer starting from 0. For example at the 2 more recent big peaks of the last 1-2 years we had 500m a day in token emissions in USD.

Now do I think it's a little late for you to start chasing ChadFi market. Yes, locally I think so as a whole. But given a decent pullback it's a great spot to start getting involved. You should be like an animal that migrates with the seasons in search of food. Vs staring at an empty bowl waiting for someone or something to fill it. I honestly believe there are going to be two or three distinct massive bubbles ahead for the next decade in various sectors. It's up to you to participate or not.

[Demetrio // @CesarDemetrio16]

I'll build a position in $PLTR $NOW and $IBM

Charts look good and can't ignore:
- Software is mispriced, $MSFT is also going to be one my biggest positions over the coming months (7.4% right now)
- Palantir chart simply looks good
- IBM for quantum + Trump bought, he knows..

[Demetrio // @CesarDemetrio16]

$PLTR looks pretty good

[Demetrio // @CesarDemetrio16]

$PLTR looks pretty good

[Demetrio // @CesarDemetrio16]

look at that red arrow haha

[Demetrio // @CesarDemetrio16]

What a crazy candle on $NQ and $ES, I burned an eval just before the pump but still caught it on my fundeds

[Demetrio // @CesarDemetrio16]

Time to flip the narrative of software companies being killed by AI..

Efficiency is up through the roof with AI, not the otherwise around

[AskLivermore @asklivermore]

$NOW is setting up for the first time in 2 years.

High volume at the lows here = accumulation.
Software as an entire sector is trying to change its narrative!

[Demetrio // @CesarDemetrio16]

Clicked on the wrong button today.. slow day

[Demetrio // @CesarDemetrio16]

Great way to start the week with a trade on $QQQ - $NQ + 1 more eval passed

[Demetrio // @CesarDemetrio16]

@DoctorTrades1 @Kevinzongs @XPREDATORXYA