@ive_m5 but...Ondas' exposure would likely be limited to whatever portion of the Airlink radios/access points deployed along the 65 track km and in stations uses Ondas' underlying tech/IP. Even then, Ondas would capture only their supply/licensing slice.
Warsh-led Fed: Aggressive QT to shrink the ~$6.6T balance sheet (Treasuries ~65% + MBS ~30-35%) has zero direct impact on stocks. Fed holds no equities & QT is passive runoff, not sales. Indirect effects via yields/liquidity sure, but likely offset by rate cuts. #Fed#Rate#QT
Nikkei 225 shines with ~7.8% up in gold terms 2019-2024, driven by Japanโs low M2 growth & tech rally. SPX, DAX & Shanghai falter, negative in gold & probably all negative in BTC terms. Real value wins. #Equity#Gold#Investing#illusion#btc
98 companies raised $43B since June 2025 for BTC, likely deploying 3-10% of their treasuries (~5-7% est.)โin reality, much may be new capital! #Guesstimate#Bitcoin#BTCTreasury#SmartMoney
98 companies have raised $43 billion since June to buy Bitcoin and crypto.
More than double all U.S. IPOs in 2025.
The Bitcoin treasury wave is here. ๐
๐จGPT-5 LAUNCH IMMINENT: โIT SOLVED QUESTIONS I DIDNโT EVEN UNDERSTANDโ โ ALTMAN
OpenAIโs next-gen model, GPT-5, is set to drop as early as next month.
It will be the first GPT model to fuse general AI with its powerful inference tech, the โo-series,โ unlocking new multi-tasking abilities.
Microsoft is already scaling up servers to handle it - and Altman says the model answered a question he couldnโt grasp.
โI had a strange feeling of uselessness,โ he admitted, after GPT-5 nailed the answer instantly.
Source: The Korea Times
@StockSavvyShay@SixSigmaCapital At the end of the day, valuation metrics are peace of mind to justify your investments. P/S, TAM, Who gets there first. Instinct and Intuition vs blind and wishful thinking is the beginning is the end is the beginning.