Kashyap

"Passionate trader and investor 📈 | Dedicated to charts and Technical Analysis 📊 | Years of experience navigating financial markets 💼 #Trading #Investing"

[Kashyap @equitytrader88]

@yashmp2004 Don't underestimate this guy

[Tom Lee Tracker (Not actually Tom) @TomLeeTracker]

TOM LEE SAYS IF YOU'RE OVER 35, YOU'RE THE WRONG PERSON TO EVALUATE AI

He thinks the real winners of the AI cycle won't be who most people are betting on:

- Today's AI bets split into chips like Nvidia $NVDA, a correct thesis since they make something nobody else can, and bottlenecks like memory
- He compares it to the cellular buildout: everyone chased infrastructure names like Motorola, but the real winners ended up being tower companies, who owned scarce real estate with reliable tenants, and Apple $AAPL, who stole the ecosystem away from the carriers
- He argues Ethereum $ETH could be that same kind of second-derivative winner this cycle, especially for machine-to-machine payments

[Kashyap @equitytrader88]

@Mr_Derivatives Good. Now go back to sleep

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Kashyap @equitytrader88]

@gdb I LOVE CHATGPT WORK Because it lets me keep working on my project even when I am swimming or doing other activities. And best part is it works on cloud so I don't need to be near my laptop

[Kashyap @equitytrader88]

I LOVE CHATGPT WORK Because it lets me keep working on my project even when I am swimming or doing other activities. And best part is it works on cloud so I don't need to be near my laptop.

[Greg Brockman @gdb]

Was very cool to hear about the reasons people love Sol. We're doing the promotion again, except this time for ChatGPT Work:

Tweet what you love about ChatGPT Work, claim $100 in free credits, get more work done.

First 10k get the free tokens: https://t.co/w7QrPBYkrh

[Greg Brockman @gdb]

one of the best features of ChatGPT Work is that it runs in the cloud, meaning that it works from mobile, with your laptop closed.

kinda crazy how long the main way to get the magic of agents has been while leaving your laptop cracked open!

[Kashyap @equitytrader88]

@RihardJarc Still adding $META? looks no brainer at this point.

[Kashyap @equitytrader88]

@KinggTrades I bet he is buying much more

[EliteOptionsTrader @EliteOptions2]

9-5ers be like: “Trading is a scam”.

Then proceed to work a whole month for what a trader makes in 20 minutes.

Never let them talk you out of trading.

[Kashyap @equitytrader88]

@adcock_brett @MatthewBerman Are we about to have chatgpt moment for humanoid robots? It doesn't look more than a year away

[Kashyap @equitytrader88]

@RihardJarc I have been using meta AI glasses for a while and let me tell you, upcoming meta AI models will help glasses to take over many things people use their smart phones for. And meta has 80% market share in glasses. Bullish AF $META 😎

[Kashyap @equitytrader88]

Post from March $QQQ

[Kashyap @equitytrader88]

$QQQ at $585 looks like a buying opportunity to me
some of the most dominant tech businesses in history trading at a PEG around 1.16. That’s not normal
For perspective, the PEG was above 4 during the 1999 dot-com bubble, & around 2.1 during the 2021 zero-rate mania

[Kashyap @equitytrader88]

$Meta is d "Value Stock" of future. While wall street panics over a $145B Capex, they’re missing d fact that Zuck is actually winning d hardware war—scaling from 7M to 20M glasses in a year.
Trading at a 21x P/E while revenue is growing north of 30% is a massive logic gap;

[Rihard Jarc @RihardJarc]

$META is now my biggest position. Why does it smell like 2022 - Deja vu for me?

- $META's AI CapEx ROI is already here (iREV)
- $META's distribution is being slept on
- Data centers are $META's new workforce
- Watermelon model
- The valuation is extreme

https://t.co/cAFGDfVAPN

[Danny cheng @dannycheng2022]

If you sold on April 8 in both 2025 and 2026, the stock market is clearly not for you. Sorry, but that's the brutal truth.

[Kashyap @equitytrader88]

post from last month $QQQ

[Kashyap @equitytrader88]

$QQQ at $585 looks like a buying opportunity to me
some of the most dominant tech businesses in history trading at a PEG around 1.16. That’s not normal
For perspective, the PEG was above 4 during the 1999 dot-com bubble, & around 2.1 during the 2021 zero-rate mania

[Kashyap @equitytrader88]

@wholemars Reason BCS Claude was initially not trained on Nvidia chips is why they can not serve huge number of tokens and it always hits limits in usage. $NVDA chips are way more efficient in token generation per dollar spend. grok and chat gpt will prove that.

[Kashyap @equitytrader88]

$QQQ at $585 looks like a buying opportunity to me
some of the most dominant tech businesses in history trading at a PEG around 1.16. That’s not normal
For perspective, the PEG was above 4 during the 1999 dot-com bubble, & around 2.1 during the 2021 zero-rate mania

[Kashyap @equitytrader88]

@TedPillows You will be wrong this time. $BTC will actually give a breakout

[Kashyap @equitytrader88]

@vladtenev You have talked about Vibe Trading a lot, and honestly it will be super cool. When will that get launched?