Sam Dinerman

$BTC (NFA) not financial advice DYOR.
Monitoring the situation. Profit maximalist

[Sam Dinerman @dinerman_sam]

Check out my website I built to help track unusual activity in the market I’d love feedback https://t.co/kae1xFzpnk

[Sam Dinerman @dinerman_sam]

@CryptoKaleo thinking-cat:native

[Enrich Trades @enrichtrades]

$MU

Flagging back into this major demand zone on the daily

Future is bright for memory, bullish here imo

[WallStreetBets @wallstreetbets]

tokenization supercycle

[Sam Dinerman @dinerman_sam]

@CryptoKaleo Imagine the smell

[New Mentalities @NewMentalities]

PRINT SZN

[Sam Dinerman @dinerman_sam]

thinking-cat:native

[K A L E O @CryptoKaleo]

Nobody is bullish enough on Robinhood Chain.

It has the potential to make what we saw last bull market from Solana and Base look like a test pump.

- Direct funnel to a new wave of retail capital
- RWA integration doing massive volume and innovating DeFi and memes at the core
- EVM compatibility / less friction to bridge than SOL
- Bitcoin supercycle (real this time)

We’re still incredibly early.

[Sam Dinerman @dinerman_sam]

@thisisdjen thinking-cat:native 🤔 🐈

[Kairos Quant @KairosQuantAi]

@dinerman_sam Thinking it’s way to a billion…

[Sam Dinerman @dinerman_sam]

thinking-cat:native making moves

[Ashton Invests @Ashton_1nvests]

Some big quant funds loaded up on $SNAP in Q2.

AQR Capital increased its position by 157% to 29.3M shares.

Renaissance Technologies bought another 8.8M shares, taking its position to 10.7M.

Two Sigma increased its stake by roughly 57% to 20.4M shares.

Institutional ownership now sits around 47.5%.

Smart money is clearly starting to see something in $SNAP, and I think this could be the early stages of a much bigger re-rating.

[MangosteenBTC @mangosteentrd]

🤗

[Sam Dinerman @dinerman_sam]

Just bull posting $NVDA

[Kairos Quant @KairosQuantAi]

Crypto is in a bottoming process vs. all other asset classes

Crypto will outperform all other asset classes

If you dont understand it, i cant help you

[amit @amitisinvesting]

$NVDA

I did not see a red flag in that Nvidia print.

Genuinely, I’m curious what red flags people are seeing. I’d be the first to nit-pick and try to figure out what the street is upset about, but this was genuinely one of the best calls Jensen has ever had.

It’s not even about the stock. Price is still below where it was just last week. I am trying to figure out if there is a reasonable argument outside of “AI is a bubble” to actually be meaningfully bearish here.

Jensen answered every question in a way that just proved demand was stronger than supply and Nvidia’s growth was not going to slow down.

- Beat the whisper numbers by a crazy amount including the guide.

- Bought back $20B of stock and guided to buy back a ton more.

- Kept margins basically the same.

- Answered circular financing fears by explaining how their model creates more proliferation of AI, even if bears don’t like their answer.

- Explained how open source and frontier models will work together.

- Said that their growth is only constrained because of the supply chain and nothing else.

- 40% of revenues are hyperscalers and even with increased competition, companies like Amazon pledged to buy ANOTHER 2M GPUs and even more CPUs.

- Street thought they’d do 40% rev growth next year and Jensen said the floor is basically 70% now.

Outside of the common bear cases, what was wrong with the print? Again, I don’t care much about the stock not moving because that is up to algos/the street/macro but for the company itself, I just do not see what to be meaningfully concerned about.

[lyxe @cryptolyxe]

Vlad mogged 90% of other “founders” with one interview

levels to this shit

[Sam Dinerman @dinerman_sam]

@StockMKTNewz Astronomical

[Moe @Crypto_Moe84]

bros to be honest - without knowing TA - can you not feel that the market wants higher?

[Sam Dinerman @dinerman_sam]

@jukan05

[Jukan @jukan05]

NVIDIA has reserved a massive amount of memory.