JakxFinance

21 years / full time employed / University student
stocks | crypto | silver 📈📉
no financial advise

[JakxFinance @ffjakobb]

Every 1€ invested today is €2 invested in a few years.

[JakxFinance @ffjakobb]

The US government just forced Anthropic to suspend access to some of its most advanced AI models due to national security concerns.

Think about that for a second.

We've reached the point where AI models are being treated more like advanced semiconductors than software.

#AI #Anthropic #Claude

[JakxFinance @ffjakobb]

@unusual_whales The US isn't restricting access to advanced AI because it's a toy.
They're doing it because they view it as a strategic asset.

[JakxFinance @ffjakobb]

I’ll admit it.

I didn’t expect $SPCX to rally this hard on day one.

But I still struggle to believe a ~$2.2T valuation is sustainable.

The company is incredible.

The valuation is a different discussion.

👀

$SPCX #SpaceX #IPO #Stocks

[JakxFinance @ffjakobb]

BREAKING:

The Space sector is getting drained of liquidity.

$RKLB -10%
$ASTS -14%

Looks like investors are rotating capital rather than bringing in fresh capital.

#SpaceX #IPO #Stocks

[JakxFinance @ffjakobb]

People are trading a pre-IPO SpaceX token with 4% candles every 5 minutes.

Today‘s IPO is either going to be legendary or a case study.

$SPCX #SpaceX #IPO

[JakxFinance @ffjakobb]

Added a bit more $ADBE after the recent drop.

I use Adobe products at work almost every day, the business is still printing money, and software as a whole has been hit pretty hard.

Could it go lower? Sure.

But I feel a lot more comfortable buying at -47% than I would've at ATHs.

#ADBE #Stocks #Investing

[JakxFinance @ffjakobb]

@BRICSinfo This might be one of the fastest narrative shifts I've ever seen.

A few days ago people were talking about escalation.

Now we're talking about lifting sanctions, ending blockades and withdrawing troops.

[JakxFinance @ffjakobb]

@Polymarket

[JakxFinance @ffjakobb]

@unusual_whales Trump: "The war ended today."

Iran: "We didn't agree to anything."

Someone is about to have an awkward meeting.

[JakxFinance @ffjakobb]

@BRICSinfo One lesson Europe is learning the hard way:

Countries don't have friends.

They have interests.

[JakxFinance @ffjakobb]

@BRICSinfo The market has priced in WW3, peace, WW3 again and now a potential deal.

[JakxFinance @ffjakobb]

Just made my first ever derivatives trade.

4x leverage on $MSTR via @TradeRepublic.

Small position.
Entry around €100.

Let’s see if this ends up being a great learning experience or an expensive one.
👀

#MSTR #Bitcoin #Trading #Stocks

[JakxFinance @ffjakobb]

@JS_Invests thank you very much 😊

[JakxFinance @ffjakobb]

Just hit 500,000 impressions.

That's only 10% of my goal, but it's still crazy to think that half a million views came from a finance account I started from scratch.

500,000 impressions.

Half a million.

On to the next 4.5 million. 👀

#FinX #Investing #Stocks #Crypto

[JakxFinance @ffjakobb]

@Kalshi Wall Street spent decades building an exclusive club.

Then everyone got a smartphone.

[JakxFinance @ffjakobb]

@Kalshi Trying to predict the next headline in 2026 is impossible.

[JakxFinance @ffjakobb]

@Kalshi Selling companies that are actually printing AI revenue to buy a company valued at ~$1.75T because everyone else wants it.
interesting...

[JakxFinance @ffjakobb]

@DeItaone

[JakxFinance @ffjakobb]

Maybe I'm missing something.

But when you buy a stock, you're usually betting it's undervalued.

SpaceX is IPOing at a ~$1.75T valuation.

That's ~94x trailing revenue.
The company lost ~$4.9B last year.
Morningstar reportedly values it closer to ~$780B.
Don't get me wrong.
I love SpaceX.

I just struggle to see where the margin of safety is at these prices.

What exactly are bulls seeing that justifies paying almost 2 trillion dollars today?

$SPCX $TSLA
#SpaceX #IPO #Stocks #Investing

[JakxFinance @ffjakobb]

Kevin Warsh is now Fed Chair.
Married into the family behind $EL. 🤔
Close to Wall Street.
Chosen by Trump, who spent years demanding lower rates. 👀

Funny how the people closest to power always seem to be closest to capital too.

#Fed #Trump #Macro