𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑

𝙻𝚒𝚏𝚎 𝚒𝚜 𝚊 𝚛𝚎𝚏𝚕𝚎𝚌𝚝𝚒𝚘𝚗 𝚘𝚏 𝚝𝚑𝚎 "𝙾𝙽𝙴" 𝚠𝚑𝚘 𝚍𝚛𝚎𝚊𝚖𝚜 𝚝𝚑𝚎 𝚍𝚛𝚎𝚊𝚖 𝚘𝚏 𝚊𝚕𝚕 𝚠𝚑𝚒𝚌𝚑 𝚠𝚎 𝚌𝚊𝚕𝚕 𝚛𝚎𝚊𝚕𝚒𝚝𝚢.

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@cevikfinance Paypal de alsin. Kelepir mal :))£

[🏀📡 @pennycheck]

If you are making a prediction on how the SpaceX IPO will perform based on 'fundamentals' you are missing the point.

You should look at who is incentivized to make absolutely certain it trades well and why they are incentivized.

Thats all the will matter for now.

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@JoshTradeOption AAOI

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@Kaizen_Investor What is the reasaonable entry price as it is over-priced RN

[LuxAlgo @LuxAlgo]

AI stocks to shareholders today

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@thesetupfactory I’ll continue on faq page. Thank you

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@thesetupfactory Yes, I understand that as I am a member of the platform, but need deeper guidance how to read this screen.

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@JoshTradeOption I am, but after Friday OPEX though, as I'm pretty loaded up with my port +%30 margin

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@JoshTradeOption Also F. As an emergin battery play

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@Ren_aramb Have you considered dilution to raise capital frequently going forward as it’s a capital intensive business?

[Milk Road Macro @MilkRoadMacro]

Gavin Baker is one of the best tech investors alive and he explains why the AI cycle might actually avoid a bubble.

Every major technology in history ended in a bubble. Railroads, canals, the internet and even the PC. Every single one.

The pattern is always the same:

1. Investors get excited about a genuine breakthrough

2. Diversity of opinion breaks down

3. Everyone converges on the same thesis

4. Valuations disconnect from reality and then it collapses.

But Baker thinks AI is different this time and that's because of a physical constraint that no past technology ever had:

Watts and wafers.

TSMC is run by what he calls "flinty old men and women" who view themselves as the guardians of the most important institution in Taiwan. Jensen Huang flies to Taipei every three months and pushes them to double or triple capacity. They expand about 5%.

Here's Baker's math:

If TSMC actually gave Jensen what he wanted, Nvidia could probably sell $1.5 to $2 trillion worth of chips next year. He really believes that. The demand is there.

But a boom that size would almost certainly end in a bust. And a bust is catastrophic for TSMC. So TSMC's conservatism isn't a bottleneck. It's a release valve. A real-world physical constraint that enforces discipline on the whole cycle and prevents the kind of overbuilding that turned the internet boom into the dot-com crash.

Baker believes TSMC is the key reason why we won't have an AI bubble.

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@BlackScholesMan Just came back from a stressful trip. He needs rest. Can’t fly to Miami all the time, right. Plus, weather is so hot to play golf in Miami now…

[yes context Amedspor 🇦🇷 @contextamed]

Olum bu ne lan kim yaptı bunu kahkaha attım ahahahhahahaha

[Mahfi Eğilmez @mahfiegilmez]

Türkiye, kendi kendine sürekli sorunlar yaratan sonra da o sorunları çözmeye çalışmak yerine unutturmak için yeni ve daha büyük sorunlar yaratan bir ülkedir.
Ülkeler 4'e ayrılır: Gelişmiş ülkeler, Gelişmekte olan ülkeler, Arjantin ve Türkiye.

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@StockSavvyShay FPS

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

The only truth in today’s money management principles is taking calculated risks

[Kreso Sells Options @KresoOptions]

Investing is risky.

Relying on a paycheck is risky.

Building a business is risky.

Everything in life carries risk.

But the biggest risk is standing still while inflation eats away at your future.

[𝕷𝖆𝖓𝖙𝖊𝖗𝖓𝖆𝖑 @Lanternal_]

@DSAkdag Hahahhahaha