ackoomen

not ackman, breaking down crypto & global markets | learning in public so you don’t have to

[ackoomen @ackoomen]

placing my bets on wfe makers as the picks and shovels for this memory and AI ‘supercycle’

$amat $asml $lrcx $klac

https://t.co/PFuMK3uoq2

[ackoomen @ackoomen]

guess where’s the money going?

$AMAT $lrcx $klac

https://t.co/VIRSjuTKfn

[ackoomen @ackoomen]

@blknoiz06 now let’s get your net worth up to Elon’s with solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump

[ackoomen @ackoomen]

@Borg_Cryptos 5-0

[ackoomen @ackoomen]

@jukan05 @CookerFlips and memory is money

[ackoomen @ackoomen]

@rubicon59 Or get the picks and shovels supplying into that? $AMAT $LRCX

[ackoomen @ackoomen]

@RaminNasibov @elonmusk heroes of might and magic 3

[ackoomen @ackoomen]

@watchingmarkets you timed time

[ackoomen @ackoomen]

$msft’s my next punt.

started to see more improvements to microsoft’s ai offerings at work; with how entrenched they are in corporations, hard to believe they will not reap the lions’ share of profits.

at the same time, chart seemed to have broken out. let’s see 🤞🏻

[ackoomen @ackoomen]

@jukan05 any chance for picks and shovels play with $amat, $asml, $klac, $lrcx?

[ackoomen @ackoomen]

@zeroxkyle does property in singapore make the cut?

[ackoomen @ackoomen]

@TradexWhisperer i eat chips, chips ate world.

i ate world.

[ackoomen @ackoomen]

@Irenezhao_ not singing majulah singapura?

[ackoomen @ackoomen]

@jasonschips hmm are returns high? or is intelligence low?

degen mode!

[ackoomen @ackoomen]

@jukan05 why isn’t the demand reflected in semi salaries yet thoooo ):

[ackoomen @ackoomen]

@investingluc wish me good luc

[ackoomen @ackoomen]

@watchingmarkets how high can penguins fly?

[ackoomen @ackoomen]

@0xkyle__ can meh?

[ackoomen @ackoomen]

@0xkyle__ LFG