bogyi7893 |

4 months ago

🚨AMD's Second Act: From GPU Challenger to AI Infrastructure Duopoly AMD reported Q1 2026 results with revenue of $10.25B (+38% YoY), ahead of the $9.84B consensus; Non-GAAP EPS of $1.37 (+43% YoY), also beating expectations. GAAP net income came in at $1.38B (+95% YoY); Non-GAAP net income reached $2.27B (+45% YoY), with Non-GAAP gross margin at 55%. Free cash flow hit a record $2.6B for the quarter, more than tripling year-over-year. On the surface, the financials were a modest beat across the board — but AMD stock surged more than 18% in after-hours trading, briefly topping $410. The numbers alone don't explain the move. What does: CEO Lisa Su's forward guidance. Su stated that the server CPU TAM will double to $120B by 2030, that annual data center AI revenue is on track to reach "tens of billions of dollars," and reaffirmed a long-term Non-GAAP EPS target of over $20. ⚡️Core Theme: Data Center Takes the Wheel Data Center revenue reached $5.78B, up 57% YoY, crossing the halfway mark of total company revenue and becoming the primary driver of both top-line and earnings growth — powered by the dual engine of EPYC server CPUs and Instinct GPUs. The market's historical read on AMD's AI thesis was straightforward: can MI300/MI350/MI450 take share from NVIDIA? What this quarter's management commentary reframes is that agentic AI and inference workloads are driving a significant uplift in CPU demand as well. AI clusters don't just need GPUs for training and inference — they require substantial CPU capacity for orchestration, data preprocessing, head node management, and parallel task scheduling. AMD's advantage is now expanding from a single-point GPU play into a compound architecture: EPYC + Instinct + Helios, together. Critically, CEO Lisa Su raised AMD's server CPU TAM outlook significantly: the addressable market is now expected to grow at over 35% annually, reaching more than $120B by 2030 — effectively doubling the prior forecast of ~18% CAGR and a ~$60B TAM. 🌞Product Pipeline: MI450 / Helios Enter the Visible Order Cycle On the AI accelerator front, AMD confirmed that MI450 series GPUs have begun sampling with lead customers, and Helios rack-scale AI systems remain on track for production shipments in H2 2026. Su noted that customer demand forecasts for MI450 and Helios have already exceeded AMD's original 2027 plans, with new customers now in discussions for large-scale deployments — including additional multi-gigawatt opportunities. More significantly, AMD raised its confidence in 2027 data center AI revenue: management expressed conviction in achieving tens of billions of dollars in annual data center AI revenue in 2027, ahead of the prior long-term target of greater than 80% CAGR. On the hyperscaler side, the order book is becoming concrete: OpenAI and Meta have each committed to deploying 6GW of Instinct compute; Oracle plans to launch the world's first publicly available AI supercluster powered by 50,000 MI450 GPUs in Q3. Taken together, these three commitments are moving AMD's status as "AI compute's second source" from narrative to reality. Q2 Outlook: Above Expectations, Data Center Continues to Accelerate AMD guided Q2 revenue to approximately $11.2B (±$300M), meaningfully above the $10.5B consensus, representing roughly 46% growth YoY and 9% sequentially. Non-GAAP gross margin is guided at approximately 56%. Server CPU is expected to grow more than 70% for the full year, with both data center AI and server businesses projected to deliver double-digit sequential growth. 📈Bottom Line This quarter isn't just another beat. The on-track delivery of MI450 and Helios has moved AMD from "potential NVIDIA alternative" to "confirmed co-anchor of AI infrastructure." The after-hours surge to above $410 implies roughly 30x that $20 long-term EPS target — the market is pricing it in today. Notably, AMD had gone virtually nowhere over the prior three sessions, with tonight's after-hours move catching it up to Intel's recent gains. The capital rotation story isn't complicated: last Friday, Western Digital's blowout earnings ignited a fresh AI hardware rally, with funds rotating out of NVIDIA into memory and CPU names — Western Digital and Micron gained 28% and 24% respectively over three sessions, Intel added 15%, and AMD's earnings tonight became the final piece of that rotation trade. Looking further out, the key variables are whether MI450 and Helios ship on schedule, whether the Meta and OpenAI deployments convert into durable multi-year order flow, and whether EPYC can continue capturing share as AI-driven CPU demand structurally expands.

SoSoValueCrypto's tweet photo. 🚨AMD's Second Act: From GPU Challenger to AI Infrastructure Duopoly

AMD reported Q1 2026 results with revenue of $10.25B (+38% YoY), ahead of the $9.84B consensus; Non-GAAP EPS of $1.37 (+43% YoY), also beating expectations. GAAP net income came in at $1.38B (+95% YoY); Non-GAAP net income reached $2.27B (+45% YoY), with Non-GAAP gross margin at 55%. Free cash flow hit a record $2.6B for the quarter, more than tripling year-over-year.
On the surface, the financials were a modest beat across the board — but AMD stock surged more than 18% in after-hours trading, briefly topping $410. The numbers alone don't explain the move. What does: CEO Lisa Su's forward guidance. Su stated that the server CPU TAM will double to $120B by 2030, that annual data center AI revenue is on track to reach "tens of billions of dollars," and reaffirmed a long-term Non-GAAP EPS target of over $20.

⚡️Core Theme: Data Center Takes the Wheel
Data Center revenue reached $5.78B, up 57% YoY, crossing the halfway mark of total company revenue and becoming the primary driver of both top-line and earnings growth — powered by the dual engine of EPYC server CPUs and Instinct GPUs.
The market's historical read on AMD's AI thesis was straightforward: can MI300/MI350/MI450 take share from NVIDIA? What this quarter's management commentary reframes is that agentic AI and inference workloads are driving a significant uplift in CPU demand as well. AI clusters don't just need GPUs for training and inference — they require substantial CPU capacity for orchestration, data preprocessing, head node management, and parallel task scheduling. AMD's advantage is now expanding from a single-point GPU play into a compound architecture: EPYC + Instinct + Helios, together.
Critically, CEO Lisa Su raised AMD's server CPU TAM outlook significantly: the addressable market is now expected to grow at over 35% annually, reaching more than $120B by 2030 — effectively doubling the prior forecast of ~18% CAGR and a ~$60B TAM.

🌞Product Pipeline: MI450 / Helios Enter the Visible Order Cycle
On the AI accelerator front, AMD confirmed that MI450 series GPUs have begun sampling with lead customers, and Helios rack-scale AI systems remain on track for production shipments in H2 2026. Su noted that customer demand forecasts for MI450 and Helios have already exceeded AMD's original 2027 plans, with new customers now in discussions for large-scale deployments — including additional multi-gigawatt opportunities.
More significantly, AMD raised its confidence in 2027 data center AI revenue: management expressed conviction in achieving tens of billions of dollars in annual data center AI revenue in 2027, ahead of the prior long-term target of greater than 80% CAGR.
On the hyperscaler side, the order book is becoming concrete: OpenAI and Meta have each committed to deploying 6GW of Instinct compute; Oracle plans to launch the world's first publicly available AI supercluster powered by 50,000 MI450 GPUs in Q3. Taken together, these three commitments are moving AMD's status as "AI compute's second source" from narrative to reality.
Q2 Outlook: Above Expectations, Data Center Continues to Accelerate
AMD guided Q2 revenue to approximately $11.2B (±$300M), meaningfully above the $10.5B consensus, representing roughly 46% growth YoY and 9% sequentially. Non-GAAP gross margin is guided at approximately 56%. Server CPU is expected to grow more than 70% for the full year, with both data center AI and server businesses projected to deliver double-digit sequential growth.

📈Bottom Line
This quarter isn't just another beat. The on-track delivery of MI450 and Helios has moved AMD from "potential NVIDIA alternative" to "confirmed co-anchor of AI infrastructure."
The after-hours surge to above $410 implies roughly 30x that $20 long-term EPS target — the market is pricing it in today. Notably, AMD had gone virtually nowhere over the prior three sessions, with tonight's after-hours move catching it up to Intel's recent gains. The capital rotation story isn't complicated: last Friday, Western Digital's blowout earnings ignited a fresh AI hardware rally, with funds rotating out of NVIDIA into memory and CPU names — Western Digital and Micron gained 28% and 24% respectively over three sessions, Intel added 15%, and AMD's earnings tonight became the final piece of that rotation trade.
Looking further out, the key variables are whether MI450 and Helios ship on schedule, whether the Meta and OpenAI deployments convert into durable multi-year order flow, and whether EPYC can continue capturing share as AI-driven CPU demand structurally expands.

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4 months ago

Here's where Watt2Trade stands right now ⚡ - Almost 2,000 traders on the DEX - Over 144K users on the Airdrop Portal - $125K+ in all time liquidity And we're just getting started. These numbers are growing every single day because this community keeps showing up. Building, trading, engaging. We see it and we don't take it for granted. The focus right now is clear: keep improving the platform experience and keep rewarding the people who believe in this early. Speaking of rewards... The $4M rewards program is live and the leaderboard is still wide open. And 80% of all rewards go to traders. If you haven't started trading yet, this is your window to climb the rankings fast before the competition catches up. Thank you for being here this early. The best is ahead.

Watt2Trade's tweet photo. Here's where Watt2Trade stands right now ⚡

- Almost 2,000 traders on the DEX
- Over 144K users on the Airdrop Portal
- $125K+ in all time liquidity

And we're just getting started.

These numbers are growing every single day because this community keeps showing up.

Building, trading, engaging.

We see it and we don't take it for granted.

The focus right now is clear: keep improving the platform experience and keep rewarding the people who believe in this early.

Speaking of rewards...
The $4M rewards program is live and the leaderboard is still wide open.

And 80% of all rewards go to traders.

If you haven't started trading yet, this is your window to climb the rankings fast before the competition catches up.

Thank you for being here this early.

The best is ahead.

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bogyi7893 retweeted

4 months ago

$4M in Rewards! ⚡ And you can still climb the rankings fast! The Watt2Trade rewards program is still live and most people are focused on social quests, competing for 20% of the pool. Meanwhile, 80% of all rewards are reserved for traders. Read that again. - Every trade you make earns you WXP - The more volume you push, the higher your tier - The higher your tier, the more you earn per trade Right now the trading leaderboard is still early. The window to position yourself near the top without insane volume is still open. But that window gets smaller every single day as more people catch on. The ones trading today are quietly stacking WXP while everyone else grinds likes for a fraction of the rewards. By the time the majority figures this out, the early traders will already be untouchable. The fastest way to climb right now: → Open the rewards portal → Start trading → Stack volume and unlock higher reward tiers Link below!

$Watt2Trade's tweet photo. $4M in Rewards! ⚡ And you can still climb the rankings fast! The Watt2Trade rewards program is still live and most people are focused on social quests, competing for 20% of the pool. Meanwhile, 80% of all rewards are reserved for traders. Read that again. - Every trade you make earns you WXP - The more volume you push, the higher your tier - The higher your tier, the more you earn per trade Right now the trading leaderboard is still early. The window to position yourself near the top without insane volume is still open. But that window gets smaller every single day as more people catch on. The ones trading today are quietly stacking WXP while everyone else grinds likes for a fraction of the rewards. By the time the majority figures this out, the early traders will already be untouchable. The fastest way to climb right now: → Open the rewards portal → Start trading → Stack volume and unlock higher reward tiers Link below!$

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bogyi7893 retweeted

5 months ago

So you made money by selling your surplus of electricity on Watt2Trade. Now comes the best part: collecting your profit. We built Watt2Trade to make sure even that part is seamless. Watch how to collect your earnings with just a few clicks. ⚡️

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4 months ago

Trying to help your friend complete EXP Real-User Verification, but don’t want to explain it step by step every time? Here’s the official tutorial: SoSoValue 101 Ep.01 — How to complete EXP Real-User Verification This guide walks through: • how to unlock 15% with the Crypto Native Quiz • how to reach 30% through SoDEX activation • how to push to 60% by completing the required on-chain path Real-user probability is one of the key factors in Season 2 EXP and airdrop eligibility. Watch the full guide and follow along step by step. #SoSoValue #EXP #Airdrop #SoDEX #Crypto

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bogyi7893 retweeted

4 months ago

Leveraging AI and with the right infrastructure, a one-person team can build an on-chain finance business empire. Now is your chance to start building with SoSoValue. Build Your One-Person On-Chain Finance Business with SoSoValue Be your own boss and build your agentic on-chain finance business, powered by SoSoValue’s one-stop infrastructure spanning financial news, data, index tools, trading API, and high-performance order book. The Buildathon page is now live, and builder registration is open. Prize Pool: 10,000 USDC - Wave 1: 3,000 USDC - Wave 2: 3,000 USDC - Wave 3: 4,000 USDC From early concept to working prototype to final product, this is your opportunity to turn a bold idea into something real. Join here: https://t.co/7Bhz6epoyi Want to brainstorm with other builders before the Buildathon officially starts? Join the Discord Buildathon Channel: https://t.co/jPfyoRoRDu Your idea starts now. #SoSoValue #Buildathon #AI #Agentic #OnePerson #Web3 #Crypto #Builder #BuildInPublic

SoSoValueCrypto's tweet photo. Leveraging AI and with the right infrastructure, a one-person team can build an on-chain finance business empire.

Now is your chance to start building with SoSoValue.
Build Your One-Person On-Chain Finance Business with SoSoValue

Be your own boss and build your agentic on-chain finance business, powered by SoSoValue’s one-stop infrastructure spanning financial news, data, index tools, trading API, and high-performance order book.

The Buildathon page is now live, and builder registration is open.

Prize Pool: 10,000 USDC
- Wave 1: 3,000 USDC
- Wave 2: 3,000 USDC
- Wave 3: 4,000 USDC

From early concept to working prototype to final product, this is your opportunity to turn a bold idea into something real.

Join here: https://t.co/7Bhz6epoyi

Want to brainstorm with other builders before the Buildathon officially starts?

Join the Discord Buildathon Channel:
https://t.co/jPfyoRoRDu

Your idea starts now.
#SoSoValue #Buildathon #AI #Agentic #OnePerson #Web3 #Crypto #Builder #BuildInPublic

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bogyi7893 retweeted

4 months ago

🚨SoSoValue Flash: Diplomacy Gains Ground, NASDAQ Extends 11-Day Winning Streak to New Highs 💥 Core Catalyst: Trump Eyes "Charles III Deadline"Trump stated a deal with Iran is "very likely" before King Charles III’s state visit (April 27–30). Market confidence has surged, pushing WTI crude below the $90 threshold as the geopolitical risk premium continues to evaporate. 🔍 Key Logic Shifts: 1️⃣ Hormuz Deadlock Softens: Iran has proposed a new transit plan that could allow free passage through the Oman side of the Strait without the threat of attack—a major constructive signal for the next round of talks. 2️⃣ Financial System Resilience: Concerns over private credit systemic risk have eased after the JPM CEO's supportive comments and the full subscription of key private credit bonds, halting the recent redemption-driven anxiety. 3️⃣ The Desensitization Trade: Markets have transitioned into a "drawn-out negotiation" mindset (akin to late-stage Russia-Ukraine dynamics). As long as hostilities remain paused, geopolitics will remain a background noise rather than a primary driver. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $CL (Crude Oil) | $XAUT | $BTC Market Momentum: The NASDAQ has rallied for 11 straight sessions, hitting new all-time highs alongside the S&P 500. Investors are now laser-focused on the dense earnings stretch, with AI remaining the dominant consensus theme. Tactical Move: Accumulate high-conviction MAG7 and AI hardware leaders on any brief dips as the focus shifts entirely to fundamental earnings strength. #Geopolitics #Trump #SoSoValue #NasdaqRecord #AI #CrudeOil #EarningsSeason

SoSoValueCrypto's tweet photo. 🚨SoSoValue Flash: Diplomacy Gains Ground, NASDAQ Extends 11-Day Winning Streak to New Highs

💥 Core Catalyst: Trump Eyes "Charles III Deadline"Trump stated a deal with Iran is "very likely" before King Charles III’s state visit (April 27–30). Market confidence has surged, pushing WTI crude below the $90 threshold as the geopolitical risk premium continues to evaporate.

🔍 Key Logic Shifts:
1️⃣ Hormuz Deadlock Softens: Iran has proposed a new transit plan that could allow free passage through the Oman side of the Strait without the threat of attack—a major constructive signal for the next round of talks.
2️⃣ Financial System Resilience: Concerns over private credit systemic risk have eased after the JPM CEO's supportive comments and the full subscription of key private credit bonds, halting the recent redemption-driven anxiety.
3️⃣ The Desensitization Trade: Markets have transitioned into a "drawn-out negotiation" mindset (akin to late-stage Russia-Ukraine dynamics). As long as hostilities remain paused, geopolitics will remain a background noise rather than a primary driver.

📊 Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $CL (Crude Oil) | $XAUT | $BTC
Market Momentum: The NASDAQ has rallied for 11 straight sessions, hitting new all-time highs alongside the S&P 500. Investors are now laser-focused on the dense earnings stretch, with AI remaining the dominant consensus theme.
Tactical Move: Accumulate high-conviction MAG7 and AI hardware leaders on any brief dips as the focus shifts entirely to fundamental earnings strength.
#Geopolitics #Trump #SoSoValue #NasdaqRecord #AI #CrudeOil #EarningsSeason

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bogyi7893 retweeted

4 months ago

Flows are still coming back, and the recovery in BTC and ETH sentiment is gaining traction. On April 14, spot BTC ETFs recorded $411.50M in net inflows, while spot ETH ETFs saw $53.03M in net inflows, marking 4 straight days of inflows for ETH products. At the same time, BTC moved above $74.2K, and ETH climbed back above $2.31K. As macro pressure starts to ease, capital is rotating back into major crypto assets. Price may not be breaking out yet, but sentiment recoveries often start with flows turning first. #BTC #ETH #Bitcoin #Ethereum #ETF #Crypto #SoSoValue

SoSoValueCrypto's tweet photo. Flows are still coming back, and the recovery in BTC and ETH sentiment is gaining traction.
On April 14, spot BTC ETFs recorded $411.50M in net inflows, while spot ETH ETFs saw $53.03M in net inflows, marking 4 straight days of inflows for ETH products. At the same time, BTC moved above $74.2K, and ETH climbed back above $2.31K.
As macro pressure starts to ease, capital is rotating back into major crypto assets. Price may not be breaking out yet, but sentiment recoveries often start with flows turning first.
#BTC #ETH #Bitcoin #Ethereum #ETF #Crypto #SoSoValue

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4 months ago

🚨SoSoValue Flash: Talks Collapse & Strait Blockade, Trump Deploys "Maximum Pressure" 2.0 💥 Core Catalyst: Negotiations Stall, Blockade Takes EffectThe 21-hour Islamabad talks ended with no agreement, leading both delegations to withdraw. Trump responded by ordering an immediate naval blockade of the Strait of Hormuz, effective April 13 at 10 AM ET. CENTCOM will also begin mine-clearing operations. Oil prices have surged back above $100. 🔍 Key Logic Shifts: 1️⃣ The Leverage War: Negotiations failed over revenue sharing and a 20-year ban on uranium enrichment. Trump’s blockade strategy is designed to intercept Iranian oil smuggling and dismantle Tehran’s "toll booth" over the Strait, effectively stripping Iran of its primary economic leverage. 2️⃣ Inflation’s Final Boss: March CPI data confirms that inflation is largely under control, except for the energy component. The Fed is holding steady, Refusing to consider rate cuts until the conflict reaches a resolution—keeping the market in a high-rate chokehold. 3️⃣ Market Fatigue: While Trump is sticking to his "Maximum Pressure" playbook, the market is growing weary of the constant uncertainty. Investors are rotating away from geopolitical noise toward "fundamentally clean" AI stocks as earnings season begins. 📊 Trade Setup (SoDEX Assets to Watch): Core Watchlist: $USTECH-100 | $XAUT | $BTC Safe Harbors: MAG7 and AI Hardware (MU, AMD, etc.) are favored for their earnings resilience. Tactical Move: Monitor the intensity of the blockade starting at 10 AM ET. If the military enforcement leads to direct kinetic engagement, expect a deeper shift into Risk-Off mode. #Geopolitics #Trump #SoSoValue #OilPrice #AI #Fed #HormuzBlockade #Macro

SoSoValueCrypto's tweet photo. 🚨SoSoValue Flash: Talks Collapse & Strait Blockade, Trump Deploys "Maximum Pressure" 2.0

💥 Core Catalyst: Negotiations Stall, Blockade Takes EffectThe 21-hour Islamabad talks ended with no agreement, leading both delegations to withdraw. Trump responded by ordering an immediate naval blockade of the Strait of Hormuz, effective April 13 at 10 AM ET. CENTCOM will also begin mine-clearing operations. Oil prices have surged back above $100.

🔍 Key Logic Shifts:
1️⃣ The Leverage War: Negotiations failed over revenue sharing and a 20-year ban on uranium enrichment. Trump’s blockade strategy is designed to intercept Iranian oil smuggling and dismantle Tehran’s "toll booth" over the Strait, effectively stripping Iran of its primary economic leverage.
2️⃣ Inflation’s Final Boss: March CPI data confirms that inflation is largely under control, except for the energy component. The Fed is holding steady, Refusing to consider rate cuts until the conflict reaches a resolution—keeping the market in a high-rate chokehold.
3️⃣ Market Fatigue: While Trump is sticking to his "Maximum Pressure" playbook, the market is growing weary of the constant uncertainty. Investors are rotating away from geopolitical noise toward "fundamentally clean" AI stocks as earnings season begins.

📊 Trade Setup (SoDEX Assets to Watch):
Core Watchlist: $USTECH-100 | $XAUT | $BTC
Safe Harbors: MAG7 and AI Hardware (MU, AMD, etc.) are favored for their earnings resilience.
Tactical Move: Monitor the intensity of the blockade starting at 10 AM ET. If the military enforcement leads to direct kinetic engagement, expect a deeper shift into Risk-Off mode.
#Geopolitics #Trump #SoSoValue #OilPrice #AI #Fed #HormuzBlockade #Macro

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5 months ago

🚨SoSoValue Flash: Negotiating the Stalemate, Capital Locks into AI Sector 💥 Core Catalyst: Saturday Talks & Historic Breakthroughs US-Iran talks are set for Saturday, with the first direct Israel-Lebanon meeting scheduled for next week under US pressure. While Iran’s Supreme Leader claims they don't seek war, his insistence on reparations and unified resistance signals a tough bargaining stance. 🔍 Key Logic Shifts: 1️⃣ Hormuz "Throttling" as Leverage: Per the ceasefire, Iran is limiting transit to just 15 ships per day. This controlled flow keeps oil prices elevated, serving as a strategic lever against the US during negotiations. 2️⃣ US Macro Headwinds: The final Q4 GDP revision plunged to 0.5%, with consumption and investment drag-down from previous shutdowns. Q1 2026 now faces significant headwinds from the Iran conflict. 3️⃣ The AI Safe Haven: In a high-oil environment, investors are rotating into AI hardware and MAG7. These sectors remain insulated from energy shocks and continue to show exponential growth, as confirmed by recent Anthropic and Amazon AI performance prints. 📊 Trade Setup (SoDEX Assets to Watch): Core Watchlist: $USTECH-100 | $XAUT | $BTC Tech Leadership: MAG7 (NVDA, AMZN, MSFT, etc.) and AI HW (MU, AMD, INTC).📷 Strategy: Mid-April earnings will be the definitive positioning window. Expect back-and-forth volatility in talks, but notice how the "AI Narrative" is decoupling from geopolitical noise. #Geopolitics #AI #SoSoValue #MAG7 #GDP #HormuzStrait #Trading

SoSoValueCrypto's tweet photo. 🚨SoSoValue Flash: Negotiating the Stalemate, Capital Locks into AI Sector

💥 Core Catalyst: Saturday Talks & Historic Breakthroughs US-Iran talks are set for Saturday, with the first direct Israel-Lebanon meeting scheduled for next week under US pressure. While Iran’s Supreme Leader claims they don't seek war, his insistence on reparations and unified resistance signals a tough bargaining stance.

🔍 Key Logic Shifts:
1️⃣ Hormuz "Throttling" as Leverage: Per the ceasefire, Iran is limiting transit to just 15 ships per day. This controlled flow keeps oil prices elevated, serving as a strategic lever against the US during negotiations.
2️⃣ US Macro Headwinds: The final Q4 GDP revision plunged to 0.5%, with consumption and investment drag-down from previous shutdowns. Q1 2026 now faces significant headwinds from the Iran conflict.
3️⃣ The AI Safe Haven: In a high-oil environment, investors are rotating into AI hardware and MAG7. These sectors remain insulated from energy shocks and continue to show exponential growth, as confirmed by recent Anthropic and Amazon AI performance prints.

📊 Trade Setup (SoDEX Assets to Watch):
Core Watchlist: $USTECH-100 | $XAUT | $BTC
Tech Leadership: MAG7 (NVDA, AMZN, MSFT, etc.) and AI HW (MU, AMD, INTC).📷
Strategy: Mid-April earnings will be the definitive positioning window. Expect back-and-forth volatility in talks, but notice how the "AI Narrative" is decoupling from geopolitical noise.
#Geopolitics #AI #SoSoValue #MAG7 #GDP #HormuzStrait #Trading

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bogyi7893 retweeted

5 months ago

How to trade on Watt2Trade? Here's a quick guide. The multi billion-dollar electricity market is at your fingertips. Just a few clicks and you’re in. ⚡️

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bogyi7893 retweeted

5 months ago

XRP is attracting capital, while SOL is bleeding flows. April 7: XRP ETFs pulled in $3.32M — the biggest single-day inflow since March 26. Same day: SOL ETFs bled $15.40M in outflows. with no sign of stabilization in flows. One attracting capital. One losing it. Same market, same day. The market may not be fully risk-on yet, but capital is already starting to vote with its feet. #XRP #SOL #ETF #Crypto #SoSoValue

SoSoValueCrypto's tweet photo. XRP is attracting capital, while SOL is bleeding flows.
April 7: XRP ETFs pulled in $3.32M — the biggest single-day inflow since March 26. Same day: SOL ETFs bled $15.40M in outflows. with no sign of stabilization in flows.
One attracting capital. One losing it. Same market, same day.
The market may not be fully risk-on yet, but capital is already starting to vote with its feet.
#XRP #SOL #ETF #Crypto #SoSoValue

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