Jeremy Sofian

[Jeremy Sofian @SofianJeremy]

@chad_ventures @AVGO sir.

[Jeremy Sofian @SofianJeremy]

@chad_ventures Wait I was told the AI bubble had popped and that it was all downhill from here

[Jeremy Sofian @SofianJeremy]

@chad_ventures I'm still long $AVGO betting on the cheaper custom AI chips are the next phase. Google just announced new accelerators developed by AVGO. But semis have most likely bottomed and remain under valued

[Jeremy Sofian @SofianJeremy]

@cantonmeow They're running out of bear narratives. They've used up the oil price causing a recession, democrats freezing data centers, AI bubble and free cash flow

[Jeremy Sofian @SofianJeremy]

@chad_ventures I was never bearish on Semis. The proportion of the mini crash implied that Anthropic, OPENAI, SpaceX and all the other players were going to give up on AI and go home. Totally absurd. These companies are competing for survival.

[Jeremy Sofian @SofianJeremy]

@amitisinvesting The market reaction is basically pricing in a national data center permitting moratorium at this point. This is a massive over-reaction.

[Jeremy Sofian @SofianJeremy]

@kholov23 Crypto has always been a casino. You can't conduct a real business using currency that can fluctuate +- 10% in one day.

[Jeremy Sofian @SofianJeremy]

@amitisinvesting It's the same old BS from the bears. We all know Palantir's business model and rule of 40 score. Most of their contracts result in larger longer contracts for more services.

[Jeremy Sofian @SofianJeremy]

@chad_ventures They killed it again, and even the one pessimistic analyst was forced to raise their price target. PLTR may actually close green today. The bears are nitpicking about contract values related to their new sovereign AI rollout - but they fail to understand PLTR has no competition

[Jeremy Sofian @SofianJeremy]

@PLTRs_Palantir Good commentary. This is where the rule of 40 comes in for PLTR - they consistently prove their value to customers then customers further integrate PLTR's platforms. The two bearish analysts on Wall Street are doing what they always do and inventing reasons to remain bearish.

[Jeremy Sofian @SofianJeremy]

@JackPrescottX There needs to be a new terminology for this. The rule of Palantir

[Jeremy Sofian @SofianJeremy]

@JackPrescottX funny watching the price action because all sellers shares being absorbed. you can't fade PLTR

[Jeremy Sofian @SofianJeremy]

@cantonmeow Bad price action but the moves are on low volume on my holdings

[Jeremy Sofian @SofianJeremy]

@doughboysfn That's literally the opposite of everything Amazon just said on their earnings call. They said capacity is being gobbled up as soon as it comes online. I don't own neo clouds so I have no horse in this race but I think this is BS.

[Jeremy Sofian @SofianJeremy]

@cantonmeow Weak hands get shaken out. That's the way of the market. Without those shakeouts, bull markets could not make new highs.

[Jeremy Sofian @SofianJeremy]

@chad_ventures There is no doubt hedge funds went through a forced deleveraging but I honestly did not see any volume levels on my stocks that would indicate any sort of wholesale liquidation. Major index volume was average. That's not scary to me at all.

[Jeremy Sofian @SofianJeremy]

@JackPrescottX Karp has been repeatedly proven right about these frontier lab technocrats. Haters said the interview many months back on CNBC was a meltdown. Turns out he was the first canary in the coalmine.

[Jeremy Sofian @SofianJeremy]

@cantonmeow The NASDAQ isn't even in an official correction yet. These bears are spazzing out today.

[Jeremy Sofian @SofianJeremy]

@chad_ventures Unparalleled fear mongering all day on this platform and the SPX is literally only down 5 percent from all time highs. NASDAQ less than 10. Not even an official correction yet. It's sad to see so many people getting shaken out

[Jeremy Sofian @SofianJeremy]

@wallisweaver You clearly have zero experience with anything to do with equities . Bubbles don't "Burst" when companies have these earnings. The sp500 is s down less than 5 percent from all time highs. The NASDAQ less than 9 percent.

If you think that's a bubble bursting you're an idiot