Jo Bhakdi

I generate with $TSLA and AI stocks. Founder of and Thrive in Age of AGI. 🤖 🫡

[Jo Bhakdi @JOBhakdi]

The next big wave:

open source models by Google, Nvidia, Meta and Chinese companies to be used locally on your PC or Phone.

Yuge. It's coming this year.

[Google @Google]

Today we’re introducing Gemma 4 12B — our latest open model that brings advanced agentic reasoning, vision and audio directly to your laptop.

It delivers performance nearing our larger Gemma models with a much smaller total memory footprint, while being small enough to run locally with just 16GB of VRAM. It’s open and accessible for everyone to use under a permissive Apache 2.0 license.

This is all made possible by our new, unified architecture that removes separate multimodal encoders. Here’s how we did it 🧵

[Jo Bhakdi @JOBhakdi]

If the crypto-selloff plus Mag7 weakness is really because of SpaceX IPO, $TSLA is holding up surprisingly well.

[Jo Bhakdi @JOBhakdi]

@peternielsen_ Yes. It's amazing that no one seems to have ever read their own country's history. Things can change very rapidly in very fundamental ways, and I feel we are very close to a fundamental change.

[Jo Bhakdi @JOBhakdi]

It’s good to know people’s patience threshold:

1. Open the borders and flood the country with dangerous people :

yawn

2. Infiltrate the schools with psychopaths who tell your children to undergo life-destroying surgery:

yawn

3. Unleash nationwide propaganda telling you you need to be replaced and your genes wiped out:

Yawn… uh… sounds bad, dude

4. Drown your city in a flood of homeless drug addicts that kill you at night

Dude… not cool, dude….

5. Unleash a biblical firestorm that burns down your home , your neighborhood and everything you love

Doooode… not cool dooode… ok fine I am going to watch some lego videos and vote for the other dude this time … but not cool dooode…

At least now we know where the threshold is.

[Scooter24 ⚔️ @sscooter24]

@JOBhakdi I think folks are just fed up . look at the elections in California yesterday for governor and mayor of LA

[Jo Bhakdi @JOBhakdi]

Big things are happening in the UK.

Bin Army!

[Callum Crozz 🏴󠁧󠁢󠁥󠁮󠁧󠁿 @cr02z]

Bin führer

[Jo Bhakdi @JOBhakdi]

exponential intelligence growth.

[David Marlin @Marlin_Capital]

Global semiconductor sales have gone parabolic.

This is the AI Supercycle in 1 chart. 👇

$SOX $SMH $MU $NVDA

[Jo Bhakdi @JOBhakdi]

Hard to ignore my inner voice telling me that the very random crypto selloff is just some market manipulation by the best in the game (aka, the White House) in preparation for building the US BTC reserve in the coming weeks.

[Mark Moss @1MarkMoss]

Let's be real... It's easy to post "buy the bitcoin dip."
But it's much harder in reality.

But... when the US Gov is literally telling you they are building a BTC Reserve that will become the bedrock of the new global monetary system...

And you can still get one for about $65,000

[Jo Bhakdi @JOBhakdi]

true.

[Wise @trikcode]

You basically need to be unemployed to keep up with all this AI stuff.

[Jo Bhakdi @JOBhakdi]

I don’t understand the logic.

Wouldn’t MSTR not have to do anything , because lower price automatically means higher yield ? They just need to keep paying what was planned

[Peter Schiff @PeterSchiff]

$STRC is down to $94.85, putting the current yield at 12.12%. The lower the price falls, the higher $MSTR will have to increase the dividend to bring the share price back up to $100. That means MSTR will run out of cash much sooner, pulling forward Bitcoin sales to fund payments.

[Jo Bhakdi @JOBhakdi]

Has to go to 4

[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin 'Fear & Greed Index' falls to 11, extreme fear.

[Jo Bhakdi @JOBhakdi]

MSTR is getting extremely slaughtered , more than BTC.

I think it’s a strong buy down here IF you have high BTC conviction

[Luke Carmichael @LukeInvest7]

@JOBhakdi What your thoughts on MSTR currently!? 😬

[Jo Bhakdi @JOBhakdi]

@desert68f No calls, all short puts !

[Jo Bhakdi @JOBhakdi]

Insane.

Free money.

Very rare.

[The AI Investor @The_AI_Investor]

$NVDA is now trading at just about 17x next year eps estimate.

The only thing may be holding back the stock is its current market cap.

[Jo Bhakdi @JOBhakdi]

@RobotDoggy69 I don’t think so, people are waking up. X connects more and more people with reality and things are starting to happen

[Jo Bhakdi @JOBhakdi]

I think X is becoming more right wing.

We went from

“Remigration is the humane option”

To

“The Death penalty is the humane option”

In 1 week

🤣😂

Let’s see where we will be in July

[Jo Bhakdi @JOBhakdi]

@DopeyMcdopeface @farzyness 🤣😂😅

[Jo Bhakdi @JOBhakdi]

Probably nothing

[CybertruckFamily @thecyberfam]

They're heeeere!!!

Cybercab spotted on the 528 in Orlando about 10 minutes ago by @ProViewEvents!

The dude even gave him the 🤘😂

[Jo Bhakdi @JOBhakdi]

@metaspaceperson How am I conflating anything ? I am just reporting

[Jo Bhakdi @JOBhakdi]

June 14th seems like a very good date for that in Dallas etc

[Xander Sky @XanderSky]

i’m throwing darts that Elon will flip the switch on robotaxi around the spacex ipo

[Jo Bhakdi @JOBhakdi]

@RobotDoggy69 Just a bunch of people on X. But it feels from the outside as if things are heating up in the UK

[Jo Bhakdi @JOBhakdi]

@xDreamCoding True …. But Tesla is about future revenue streams and the conviction (or lack thereof) that they are coming into play now. 2020 was the same situation

[Jo Bhakdi @JOBhakdi]

Crazy sale on the best stocks in the world / history.

$NVDA
$TSLA
$AMZN

(And Mag7).

Look at the growth. Look at the P/Es. Look at the future.

[Chris Camillo @ChrisCamillo]

Real $AMZN conviction loves this.

[Jo Bhakdi @JOBhakdi]

💯

AND people are now becoming aware of this psyop (thanks to X).

Police and justice systems that openly acts against the people is very exposed: they can’t do anything other than run once people get angry and realize that their are being abused and oppressed (like in the UK)

[Spangled @wapitifever]

The most important psyop in the whole corrupt system is creating the illusion that individuals are powerless to affect change. The efforts toward this goal are not obvious until you look directly at it....we better wake up soon as a society, because the real enemy is within 👊🙏🇺🇸

[Jo Bhakdi @JOBhakdi]

I have seen many , maybe I am hanging with a more radical crowd 🤣😂 it was in connection to the Henry Nowak case and what should be done with the Sikh club as well as with the rape gangs and certain government officials still trying to play the race card. There is definitely a new faction that is against giving them the chance to Remigrate 😳