Used market research data, @OpenAI's GPT-4, and @noteableio to project AI market size & #Palantir stock price from 2023-2030. Assumptions: Palantir gains 1-4% of the AI market share each year & trades at a P/S ratio of 10. @PalantirTech
Used market research data, @OpenAI's GPT-4, and @noteableio to project AI market size & #Palantir stock price from 2023-2030. Assumptions: Palantir gains 1-4% of the AI market share each year & trades at a P/S ratio of 10. @PalantirTech
@great_martis@ctindale Yeah. And weโre clearly heading into massive illiquidity. Rates drop ~> End of QT ~> Massive illiquidity ๐ ahhh obviously not.
The old signal is outdated in my opinion. MSTR used to lead BTC because it was a high-beta leverage bet. Since 2023, MSTR = a systematic BTC accumulation vehicle with improving balance sheet, new accounting treatment, and potential SPX inclusion.
A dip below the weekly 50-SMA now = mid-cycle consolidation, not a cycle top. The structure hasnโt broken.
You are brainless:
โ No euphoric blowoff yet
โ No mainstream FOMO
โ No Coinbase retail mania
โ No 6โ8 weeks of vertical candles
โ BTC dominance rising (early cycle sign)
โ Miner sell pressure decreasing
โ Liquidity just started to expand
Conclusion:
We are not late cycle.
We are not topping.
We are not in distribution.
We are in mid-cycle expansion.
@CleaRank@amitisinvesting yeah. the fastest growing app the world has ever seen (chatgpt) is clearly a bubble sign. like https://t.co/RAhaI22bGk during the dotcom bubble. every company in the world shifts to ai, every human on earth will use ai. you live in a bubble :)