Dynamicmoats

Allocator of things to allocate. Views are my own. Not investment advice. DOW IS AT 50,000

[Dynamicmoats @DynamicMoats]

Memory supercycle 🚀

$SNDK, $285A $MU $000660

[Dynamicmoats @DynamicMoats]

More acceleration incoming

[Anthropic @AnthropicAI]

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.

It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx

[Dynamicmoats @DynamicMoats]

Market crashes every time Trump holds up a big chart

Let’s avoid that going forward

[The White House @WhiteHouse]

Mogged.

[Dynamicmoats @DynamicMoats]

@HFI_Research Curious if there’s some updated number on when MOI levels will hit? Previous predictions by smart p&l people thought it would hit by early to mid May but thus far we have not

[Dynamicmoats @DynamicMoats]

Buy the dip

[LiveSquawk @LiveSquawk]

Trump Tells Aides He Won’t Resume All-out War With Iran Unless US Troops Killed – WSJ

https://t.co/TItUVsYxwX

[Dynamicmoats @DynamicMoats]

@jaysyoon can you DM me?

[Dynamicmoats @DynamicMoats]

$AVGO back to prices not seen since… a week ago

[Dynamicmoats @DynamicMoats]

Is this a top or bottom signal

[HKEPC @hkepcmedia]

Gave Jensen Huang my wallet to sign, and he straight up emptied all my 1,000-dollar bills to tip the pretty ShowGirls ⋯⋯ WTF 😂😂😂

[Dynamicmoats @DynamicMoats]

https://t.co/yO62mqyE4C

[*Walter Bloomberg @DeItaone]

TRUMP ON IRAN: WE DONT NEED BOOTS ON THE GROUND NOW

[Dynamicmoats @DynamicMoats]

Better than Axios

From the man himself

[*Walter Bloomberg @DeItaone]

TRUMP: WILL PROBABLY MEET WITH IRAN'S AYATOLLAH AT SOME POINT

[Dynamicmoats @DynamicMoats]

Fighting continues yet dated brent is <$100

Energy markets don't care until they see the whites of the tank bottoms' eyes?

[Dynamicmoats @DynamicMoats]

It's 1997/1998

[Wall Street Rollup @WallStRollup]

Baird's Ted Mortonson: Google's $80B Raise Will "Extend the Cycle" Into 2027

"This is a cycle like no other. It's real. It's not 2000."

[Dynamicmoats @DynamicMoats]

Memory supercycle

Re-rate memory stocks to 30x P/E

[Dynamicmoats @DynamicMoats]

Memory supercycle 🚀

$SNDK, $285A $MU $000660

[Dynamicmoats @DynamicMoats]

Ted Weschler tells the memory bulls, “TAKE MY MONEY”

$GOOG is now a railroad

Memory supercycle

$SNDK $MU $000660 $005930 $285A

https://t.co/f2qzaznTNy

[Joe Weisenthal @TheStalwart]

Wow, Berkshire Hathaway investing $10 billion into $GOOGL in a private placement as part of a broader $80 billion equity capital raise by the company to expand its AI infrastructure

[Dynamicmoats @DynamicMoats]

@stevehou Great call

[Dynamicmoats @DynamicMoats]

@WaterworldCapi1 @evrgn11112231 Weschler just marked the bottom of the cycle

Coming out of the GFC

[Dynamicmoats @DynamicMoats]

@P_Remarks @akramsrazor Software pods are the ultimate momo traders

[Dynamicmoats @DynamicMoats]

@rev_cap retail doesn't know the meaning of capitalizable cash flows

[Dynamicmoats @DynamicMoats]

@Salehaldin0b @ContrarianCurse Regional rail companies

[Dynamicmoats @DynamicMoats]

@puppyeh1 because it signals there is still a lot of capital left to fund infrastructure, which benefits datacenter supply chain companies

[Dynamicmoats @DynamicMoats]

In light of the defense strikes and love taps in the last 12 hours, this is your latest buy signal from Axios, the Trump whisperer

[OSINTtechnical @Osinttechnical]

https://t.co/vjMkiEhaMc