Yeze

[Yeze @YsnZaidane]

@aleabitoreddit @aleabitoreddit what do you make of this kimi debacle. If the Chinese labs can create models at a fraction of the US costs and sell it for a fraction of what US Labs charge. US labs will lose the premium pricing and therefore impact the whole semis chain pricing and demand?

[Yeze @YsnZaidane]

@growthrapidly Read this

https://t.co/caSJtqeVGd

[Hamid @hamids]

Company is wasting money. Founder/CEO has no idea what he's doing, he's "burning money in a furnace." Meta is a joke...Then suddenly the narrative changes to "Meta is brilliant and its AI/Datacenter investments are extremely valuable." $META is up 15% in 1 week!

But what was actually happening before?

- Meta was growing revenue at more than 30% YOY, faster than any other hyperscaler like $GOOGL, $AMZN or $MSFT despite not having any cloud offering

- Meta was tradeing at a PE of 18, not only lower than other hyperscalers, but also lower than the average S&P500 company!

- Meta's family of apps have over 3 Billion active users and growing! The reach is truly unbelievable.

- Meta famously put together an elite team of AI scientists to work on new models and AI products, and the market was valuing it at $0.

- Meta is making the LARGEST investments in AI Datacenter infrastructure of any company that doesn't have a cloud offering, and the market was valuing it at $0 or negative!

- Its making its own chips, it's about to own a big chunk of $AMD, FOR FREE (literally for just buying AMD chips), and is firing on all cylinders in every measurable way.

The market can be truly baffling sometimes.

$META under $1,000 makes no sense to me.

[Yeze @YsnZaidane]

@finkd Let’s freaking go Zuck!

[Yeze @YsnZaidane]

@TomLeeTracker @WOLF_Financial Please don’t add any $BMNR to it! The plan is to outperform the S&P not the other way around. Thank you :)

[Steve Hou @stevehou]

Different data sources and methodologies are allowed to naturally disagree. Based on the 10s of thousands data points @Silicon_Data tracks and our methodology, we don't see any dramatic swings in GPU rental prices, which continue to modestly move upwards. Scarcity is the theme.

[Yeze @YsnZaidane]

@KrisPatel99 Makes up for some of the losses from scam Lee lol

[Yeze @YsnZaidane]

@KrisPatel99 and me lol

[Yeze @YsnZaidane]

@PaperGainsInc Are you taking a position here Steve, looks like eth is seeing some momentum!

[Yeze @YsnZaidane]

@TedPillows Buy high sell low 😂

[Yeze @YsnZaidane]

@BitMNR Thanks for clarifying that @fundstrat. Mnav is dropping below 1 now. Can you please start staking to reverse this trend? a lot of retail is relying on you!

[Yeze @YsnZaidane]

@TedPillows How can you get rekt if you buy spot on continuous discount. Just keep cost averaging like Tom Lee 🤷🏻‍♂️

[Yeze @YsnZaidane]

@fundstrat Thanks Tom!

[Yeze @YsnZaidane]

@julianpetroulas You don't have to prove shit to nobody...just live your life man! People that don’t add will look for ways to take..the less people the better

[Yeze @YsnZaidane]

@TedPillows Beautiful sunny day!

[Yeze @YsnZaidane]

@fundstrat 🐐

[Yeze @YsnZaidane]

@XPengMotors 🔥🔥

[Yeze @YsnZaidane]

@TedPillows It’s probably to meet the redemptions..looks like everyone wants to move to $BMNR 👀

[Yeze @YsnZaidane]

@Beth_Kindig Any take on the recent $Amat earnings!?

[Yeze @YsnZaidane]

@gurgavin Nike obviously 😆

[Yeze @YsnZaidane]

@technosmith @TicTocTick 🇲🇦🇲🇦