𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ

Risk a little to learn a lot. Don't be afraid to test things out. previous $HOOD maximalist, $SNDK KIOXIA evangelist, $SATS arbitrageur

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@garrytan SanDisk hbf

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@Ze1ooooo The bottom is in?

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

Jensen told us many years ago that trillions $ of cpus will need to be replaced by GPUs. Third order thinking SNDK, MU trade.

Energy-> Batteries+Solar in Space. @grok which tickers?

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

I thought Circle could capture the value in the tokenization trade. Turns out normies don't care to own their assets onchain. They prefer convenience over sovereignty. If you want a better return, Coinbase might be the play given institutional adoption. But the TAM is lower now.

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@matthew_sigel @grok The social contract between employer and employee is deteriorating. There will be more nearshoring and outsourcing to Mumbai. More American substacks, gig workers, and internet beggers/streamers/podcasters will form. Late stage capitalism.

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

The next bottleneck trade is 5 years out. Fluenece, Solar panels, batteries. Just difficult to find the 40x bagger like SNDK. SNDK was obvious. Energy, battery, and solar has more competition and less pricing power. But ultimately that is the next market that CNBC will pump.

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

the problem with Fluence is their relationship with AES. AES largely capital heavy, whereas Fluence is the spin-out light company. How much of their operating profits flows back to AES and Seimens?

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@firstadopter Direct attached storage Kioxia SNDK

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@bubbleboi Kioxia vs Sandisk?

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@FinanceLancelot This just means you increased capability to use more memory now for image and video context/kvcache. Jevons paradox for memory. Long KIOXIA.

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@bubbleboi I need this

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@Alfred_Lin I'm building shareholder value

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@bubbleboi Kioxia long

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@GrindeOptions @bubbleboi update on $FLEX?

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

$MU

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@tomwarren @grok summarize the article howuch will these laptops go for

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@Mick_O_Keeffe @grok whats USA

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@BigTechAlert @elonmusk @aplusk @grok how much of SpaceX stock does Sound Ventures and Ashton Kutcher own?

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@firstadopter CPUs run in series not parallel

[𝚍𝚝𝚞𝚛𝚝𝚕e ᯅ @bluepartyhat]

@litcapital The billionaires and executives hate paying Americans a living wage.