Spring Flowers

Coffee in the morning, long walks, and a quiet mind. Just trying to enjoy life as it is.

[Spring Flowers @SpringFlowerse]

What do you guys think of $SPCE ? I got some more with this “discount” price. Are you guys holding it until the IPO. Any advice and knowledge on the topic is appreciated.

[Spring Flowers @SpringFlowerse]

In 2018, Apple became the first company on the stock exchange, to reach a 1 Trillion dollar valuation, and people thought it was the top of the cycle back then..

2026: Elon Musk's personal net worth just surpassed 1 trillion, now stands at a whopping 1.1 trillion!

I think now is a good time to re evaluate your portfolio, and position yourself away from tech as much as possible.

This is a strange time, because while there is a few overvalued companies, such as space x, there is also many deals to be had at the same time. Stay careful out there! :)

[Spring Flowers @SpringFlowerse]

This tweet lives rent free in my head

[Spring Flowers @SpringFlowerse]

@khurram999 AI and crypto don’t have to compete long term. They might actually end up reinforcing each other

[Spring Flowers @SpringFlowerse]

AI is sucking all the liquidity out of crypto right now and that's actually the bull case

Crypto's been bleeding sideways for weeks and probably has further to go but the reason behind it is actually bullish if you stop and think about it.

Look at the S&P. ATHs every other day until you actually look under the hood. Strip out about 7 AI names and the rest of the index is flat to down since the Iran situation kicked off. Same with emerging markets take out TSMC, Samsung and a couple memory names and EM is getting wrecked. The entire global market is one trade right now and that trade is AI.

The same is happening to Bitcoin. Every dollar of speculative cash that'd normally cycle into crypto during a consolidation is getting hoovered up by Nvidia, the memory names, and now the software layer that's starting to rerate. Throw in oil up roughly 50% since the war started and commodities are sucking liquidity too. Anything that isn't AI, energy or directly correlated is flat to bleeding, bitcoin included.

This is where it gets interesting though. That liquidity doesn't disappear, it rotates. The AI trade has been moving through layers for three years now semis ran first, then memory rerated, now software is doing its parabolic thing because AI is finally driving revenue at the app layer. Each leg took a while but capital eventually showed up.

Crypto's next in line. Blockchain is literally the infrastructure the agent economy needs - authentication, identity, machine to machine payments. None of that runs cleanly on traditional rails. Once AI agents start transacting on their own at scale, the only systems built for that volume are crypto rails. Wall Street isn't pricing it yet because they're still cashing out of the obvious trades. But the rotation always comes.

Hard part though is the waiting. Most painful stretch of every cycle is right before the move, when everyone's convinced the thing is broken and smart money is already positioned. Conviction cracks because price has been disagreeing with you for months and that's where most people fold..

What separates the ones who make it from the ones who don't is usually pretty boring. The people who hold through this kind of stretch are the ones who got their stack working in the background instead of just staring at the chart. Mine's been on Nexo earning during the whole drawdown, so even on the worst red days the bag's technically growing. Most people fold because they're sitting in dead cash watching AI run and the opportunity cost gets unbearable. When your money's at least doing something the waiting gets a lot easier.

The bull case isn't that everyone's wrong about AI. It's that everyone's right, and crypto is the next leg of the trade they haven't taken yet.

[Spring Flowers @SpringFlowerse]

5 stocks that could be much bigger companies by 2030.

I've been trying to build a watchlist focused less on what might happen next quarter and more on which companies could look dramatically different by the end of the decade.

The first name that stands out is $RKLB. Most investors still view the company primarily through the lens of launches, but I think the long term opportunity could end up being much larger if space infrastructure continues expanding over the next several years.

Another company I keep returning to is $ASTS. The risks are obvious, but so is the potential upside if satellite to phone connectivity becomes commercially successful at scale.

$HIMS is also on my list because it continues building a recognizable healthcare platform in a sector that remains highly fragmented.

I also think $IONQ deserves attention as a long term bet on quantum computing. The timeline remains uncertain, but the potential market size keeps it on my radar.

Finally, $SOFI continues to execute while many investors remain skeptical of fintech as a sector.

None of these are guaranteed winners, but they are among the companies I could realistically imagine being several times larger by 2030.

[Spring Flowers @SpringFlowerse]

SpaceX IPO is finally here. Are you guys buying?

The hype is real but i have seen a lot of bear cases and worry surrounding the IPO lately.

What's the move here?

[Spring Flowers @SpringFlowerse]

A lot of people are dumping US stocks like $GOOG, $AMZN, $MSFT and $META to buy SpaceX tomorrow.

[Spring Flowers @SpringFlowerse]

Don’t trade these stocks at all:

$TE
$WYFI
$SATL
$PENG
$OUST
$ONDS
$NBIS
$OSS
$HYLN
$DOCN
$AXTI
$AAOI
$AMPX
$IREN
$CIFR

Hold them! Hardest part of investing is patience. Once you master it, compounding can change our life!

[Spring Flowers @SpringFlowerse]

What is it? I see this structure in West Jordan daily, I can't think of what it is or used for?

[Spring Flowers @SpringFlowerse]

US MARKETS CONTINUE BLEEDING

$500,000,000,000 has been wiped out from U.S. stocks in just 7 minutes after market open.

[Spring Flowers @SpringFlowerse]

You have $100k right NOW

You can only invest in 3 out of the 16 listed at THESE levels

Which ones offer the best opportunity?

1. $AMZN

2. $NOW

3. $ASTS

4. $SOFI

5. $HOOD

6. $HIMS

7. $OSCR

8. $META

9. $ZETA

10. $PLTR

11. $ONDS

12. $AMD

13. $RKLB

14. $MU

15. $CRDO

16. $AAOI

[Spring Flowers @SpringFlowerse]

@amitisinvesting after the run tech stocks had, a pullback didn't feel that shocking.

[Spring Flowers @SpringFlowerse]

@unusual_whales Jensen is always bullish…

[Spring Flowers @SpringFlowerse]

The Trump administration is reportedly planning to take major stakes in AI companies.

Major stocks to benefit:

AI Infrastructure / Data Centers
$NBIS

$DELL

$IREN

$CIFR

$PENG

AI Software
$PLTR

$DOCN

Semiconductors
$MRVL

$INTC

$ALAB

$MXL

$MRAM

$AMBQ

Power Semiconductors
$NVTS

$VSH

Optical Networking / Photonics
$AAOI

$LITE

$LPTH

$CRDO

$AXTI

$NOK

Memory / Storage
$SNDK

$WDC

$STX

Distributed Power
$EOSE

$HYLN

$BE

$TE

Quantum Computing
$IONQ

[Spring Flowers @SpringFlowerse]

Depressed trader drinks himself to a happy place after losing billions in a week on speculative tech calls🤣

[Spring Flowers @SpringFlowerse]

@WatcherGuru Bitcoin is wearing down everyone's patience

[Spring Flowers @SpringFlowerse]

Stocks expected to more than 3X their revenue in the next 5 years:

Nvidia $NVDA: +252%
Broadcom $AVGO: +257%
Oracle $ORCL: +294%
Rocketlab $RKLB: +300%
AMD $AMD: +314%
Palantir $PLTR: +458%
Iren $IREN: +1547%
Ondas $ONDS: +3188%
ASTS Spacemobile $ASTS: +5471%
Nebius $NBIS: +6400%

[Spring Flowers @SpringFlowerse]

@Multibaghunter Hmm...you could give it a try

[Spring Flowers @SpringFlowerse]

$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
it is a good time to add to $GOOGL in your core sleeve.

TSLA and the upcoming SPCX is shit show in hyping and financial gimmicky

META fucked up by hiring Yan LeCunn and has likely miss the AI supertrain

MSFT is a boring enterprise software play it's Microsoft Windows with a non visionary CEO.

AAPL remains an smartphone company after decades on the market and no innovation. Completely missed the AI train.

NVDA is overbrought facing diminishing market share from open-sourced competitors AMD and ASICS AVGO.

GOOGL has the valuable data (YouTube, Gmail), AI talent (Gemini), and a bunch of other optionality (self driving car, quantum computing), they will likely hit $10T by the end of the decade.

[Spring Flowers @SpringFlowerse]

@Multibaghunter indeed

[Spring Flowers @SpringFlowerse]

What’s The Biggest Stock You Missed That Still Bothers You?

Every investor has one.

That stock you looked at.

Researched.

Almost bought.

Then watched it go absolutely crazy without you.

For some people it was $NVDA.

For others it was $TSLA.

Maybe $PLTR.

Maybe $RKLB.

Maybe something completely different.

What makes it painful isn't usually the money.

It's knowing you were actually looking at it before the move happened.

You understood the story.

You saw the potential.

You just didn't pull the trigger.

I've found that some of the best investing lessons come from the opportunities we missed rather than the positions we bought.

Looking back, what's the one stock that still makes you think, "I should have bought more"?