ResearchAnalytics, DBA

Digital Asset & Equities Research | Long $BTC $TSLA $NVDA $CRWD | Independent Market Research | Macro Outlook | Long Term Mindset = Generates Wealth Creation

[ResearchAnalytics, DBA @Researchalytics]

My circle of influence regarding macro outlook and individual stock picks. Some real alpha.

@RaoulGMI -

The Everything Code is the core of how financial markets operate.

@fundstrat -

Tom’s Key insights have been paramount through this 2.5 year bull market - his track record is spot on.

@DivesTech -

Been the optimist regarding the AI Revolution and called names like $PLTR early.

@Beth_Kindig -

She’s the queen of $NVDA sounded the alarm on this name years ago before the street really understood what was happening. The @IOFundOfficial has been pivotal in their analysis.

@LukeLango3 -

Senior @InvestorPlace analyst that has given out some mulitbagger plays over the years from his publication innovation investor.

[Beth Kindig @Beth_Kindig]

The Dark Horse is officially a trillion-dollar company.

$AMD

[ResearchAnalytics, DBA @Researchalytics]

You’ve heard of vibe coding.

But have you heard of vibe trading?

[AdevAarons @AdevAarons]

One of @APompliano's companies just got added to the Russell 2000 and Russell 3000 indexes.

Every index fund tracking either one is now forced to buy $BRR shares Monday, whether the fund manager believes in Bitcoin or not.

If this cycle really is a bull market, a Bitcoin treasury company nobody's watching just picked up forced buying from passive capital for free.

That's the kind of setup that looks obvious in hindsight and invisible right now.

[ResearchAnalytics, DBA @Researchalytics]

@litexo @phantom Easy UI/UX, low barrier to entry.

[The All-In Podcast @theallinpod]

America's Next 250: Remember Who We Are

All-In Summit's Opening Video:

[The Quantum Bull @QuantumBullHQ]

In 1977 Ken Olsen, founder of Digital Equipment, then one of the most important computer companies on earth, said there was no reason anyone would want a computer in their home. In 1998 Paul Krugman predicted the internet's economic impact would prove no greater than the fax machine's. In April 2007 Steve Ballmer, running the largest software company in the world, said of the iPhone: "There's no chance that the iPhone is going to get any significant market share. No chance." Notice the pattern. These were the most credentialed, most respected experts in the exact field they were wrong about. Expertise tells you why something is hard. It does not tell you it's impossible.

In the last 15 years, the same pattern: In 2015 most AI researchers put a computer beating a Go world champion at least a decade away; AlphaGo beat Lee Sedol in March 2016. In March 2022 Gary Marcus published "Deep Learning Is Hitting a Wall" — ChatGPT shipped eight months later, GPT-4 four months after that. Reusable orbital rockets were treated as a rich guy's science project until Falcon 9 landed in December 2015, and even in 2017 Arianespace's CEO was still arguing reuse wouldn't pencil out. Protein folding was a fifty-year grand challenge until AlphaFold effectively solved it in 2020.

I believe the same change will happen with quantum computing within this decade. The story will follow the same route. Watch the people who stopped arguing about whether error correction works and started engineering around the fact that it does. Watch the builders:

Google proved the principle with Willow in December 2024: more qubits producing fewer errors, the first "below-threshold" result and is aiming at a useful error-corrected machine by 2029. IBM is on the same 2029 timeline with Starling, 200 logical qubits running 100 million operations, and last week it cooled two cryogenic modules into a single environment — the unglamorous plumbing that decides whether hundreds of chips ever behave as one computer. Quantinuum listed on Nasdaq in June, the largest pure-play quantum IPO ever, on the back of Helios: 98 physical qubits, 48 logical, 99.921% two-qubit fidelity. IonQ bought a U.S. semiconductor foundry outright and now owns its own wafer cycle, with 256-qubit systems slated for 2027. PsiQuantum skipped the noisy era entirely, printing photonic chips on existing semiconductor lines on the bet that a million qubits is a manufacturing problem, not a physics one. And QuEra's neutral atoms took the verified logical-qubit record in January — 96 logical qubits from 448 physical atoms, published in Nature — doubling the previous record in about a year.

For an idea as big as quantum computing, it will take the collective progress of all technology, the best AI models and a heavy dose of human ingenuity to unlock. Luckily, humans have always risen to the challenge and delivered - even when the outcome was once thought impossible.

$INFQ $IBM $QBTS $IONQ $QNT $QUBT $BBCQ $IQMX $HQ $RGTI $XNDU
$BTQ $LAES $OONEF $QNC $ARQQ

[Steve Will Do It @stevewilldoit]

Giving away $1,000 USD . Zelle/wire/crypto anything . JUST LIKE AND RT THIS!!! Thank you for everting

[ResearchAnalytics, DBA @Researchalytics]

It’s time to buy into strength, $SPY going to $800 / Share sooner than we think

[Starlink @Starlink]

The first Starlink V3 satellites in space successfully deployed their solar arrays, fired their thrusters, established connections with the Starlink constellation using radio frequencies and laser links, and captured imagery of Starship

[AdevAarons @AdevAarons]

The government just dropped $2B in quantum grants.

Everyone's watching the obvious names.

Nobody's talking about $INFQ.

One of the only quantum computing companies actually generating substantial revenue right now.

That's rare in this space. Really rare.

[Palantir @PalantirTech]

Because we get asked a lot.

The Technological Republic, in brief.

1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.

2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.

3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.

4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.

5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.

6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.

7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.

8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.

9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.

10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.

11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.

12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.

13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.

14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.

15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.

16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.

17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.

18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.

19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.

20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.

21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.

22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?

Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska

https://t.co/8igjazz1On

[Jesse Cohen @JesseCohenInv]

AI Data Center Value Chain.

Keep it handy.

$NVDA $AMD $TSM $ARM $INTC $AVGO $MSFT $AMZN $MRVL $SMCI $ANET $MU $ASML

[ResearchAnalytics, DBA @Researchalytics]

$PANW and $CRWD are downstream of the AI advances with agents.

Cyberthreats will only increase and get more involved as a business disruptor in this new economy.

[Elon Musk @elonmusk]

Exactly

[ionicXBT @theionicXBT]

If you’re 25+

Peak life for a man isn’t:

Fast cars
Yachts
Villas
Watches
Random girls

That’s dopamine for guys who built fuck all.

Peak life is:

- Owning your own time.
- Being strong enough to walk away from bullshit.
- Having money you don’t need to flex.
- Being wanted, not thirsty.
- Choosing one woman and protecting her.
- Praying even when you’re tired and lazy.
- Sleeping at night without stress.

Most 25+ men are still chasing external validation instead of internal control.

[ResearchAnalytics, DBA @Researchalytics]

Macro Daily:

🚨 AI Doomer Hangover Hits Markets: Software & fintech dipped on job wipeout fears, but bulls like Luke Lango see this as ‘90s-style consolidation before the next rally. Adapt or get left behind! $NVDA holding strong. #AI #TechInvesting What’s your take?

Big AI Wins: Anthropic’s Claude crushes COBOL code, disrupting legacy systems holding $50T+ in money. $IBM feels the heat, but $NVDA shines as ultimate winner. Hyperscalers’ $1T capex? Justified for $7T TAM. Dip buy alert! $AMD $ASML $TSM #AIbuildout

Macro Pulse: Tom Lee flags softer inflation via Truflation—CPI relief ahead. Stablecoins to $2T by ’28, boosting Treasury demand. Grid ramps up: 13GW batteries added in ’25, $PPL ups capex to $23B. Nuclear momentum in IL/WI. Bullish dollar! $SPY $QQQ #MacroEcon

Defense & Robotics Heat: Palmer Luckey blasts Brooklyn Navy Yard politics ousting defense tenants—calls for federal fixes. Anduril’s Fury AI fighter takes flight. Mimic Robotics + Audi on assembly bots with precision hands. Deterrence rising! #Robotics #DefenseTech

Key Theme: AI success isn’t risk—it’s opportunity. Doomer noise triggered sells, but core plays like $NVDA $META $AMZN $PLTR $ORCL oversold near support. Long-term: Chips, power, infra compound winners. Stay positioned! #ExponentialTech From Macro Daily.

[ResearchAnalytics, DBA @Researchalytics]

@Investingcom $LAES

[ResearchAnalytics, DBA @Researchalytics]

@AdevAarons @grok

[ResearchAnalytics, DBA @Researchalytics]

@scottmelker Meaningless post