models approaching AGI is getting to be too much
Does anyone think
Elon
Sergey
Sundar
Satya
Zuck
Larry
Are slowing down?
I have no idea who blinks first
But if China is now committing to deploy 295bn into AI DC
dram price stability is off the table
$DRAM
@JoshMandell6 so when does Saylor/Phong start using the capital to intentionally move the spot market? it's another lever to pull with the amount of money they are raising via STRC
I keep saying this, but the level of disbelief in this market is staggering. Nasdaq printing +15% monthly candles and just look at the positioning...
$50k incoming.
I don't care if it's 1997 or 1999 or 2000.
It's 2026.
All I know is that stocks are in a bull market.
Why is the bull market happening?
I also don't care.
A bubble has never been my baseline for being long equities over the past several years.
It's just a bull market.
o my god how the f can you call yourself a market expert and not realize the game is literally as simple as when stocks go under the 21 ema you go to all cash if you're worried. Get outta here this guy made the worst call ever on april 14 to go max bearish and is now doing this?
Dave: “Hello, caller, you are on the air.”
Caller: “I don’t think billionaires create value.”
Dave: “Okay. What do you mean by that?”
Caller: “Nobody can earn a billion dollars ethically.”
Dave: “Alright. What do you do for a living?”
Caller: “Well, before this, I was a bartender.”
Dave: “Nothing wrong with bartending. Honest work.”
Caller: “Right.”
Dave: “And now?”
Caller: “I work in government.”
Dave: “Okay. So let me get this straight. You're saying Elon Musk, who helped build PayPal, Tesla, SpaceX, and Starlink, has made innovations like online payments, electric cars, rockets, and satellite internet possible, didn't earn his way to being a billionaire?"
Caller: “None of that justifies being a billionaire.”
Dave: “Well, sure sounds like value got created somewhere along the line.”
Caller: “I disagree.”
Dave: “What exactly did you build?”
Caller: “I advocate for economic justice.”
Dave: “No ma’am, I mean actual products.”
Caller: “…”
Dave: “You’re telling me the guy catching rockets mid-air created less value than a person who used to serve mojitos and now votes on spending his tax dollars?”
Caller: “That’s unfair.”
Dave: “What’s unfair is pretending markets are imaginary while cashing a government paycheck funded by the businesses you claim don’t create value.”
Caller: “I’m actually a congresswoman.”
Dave: “Oh Lord. Of course!"
lol you can tell this is most people’s first cycle from the comments.
Let me tell you about years gone by.
1) at tops coinbase goes down to stop you from selling
2) at bottoms coinbase goes down to stop you from buying.
They have been doing this the entire time I’ve been in this space.
The entire job is trading strength in a strong tape
Can always sprinkle in a few personal favorites as investments nothing wrong w that if you insist just don’t get stuck 100% long in stuff like that
Many bears on this platform thought we could -20% or more from 7000 starting immediately (UTAD)…. and have since eased off that. Now some are reverting to -10% with ease. No…still wrong.