Brian

[Brian @gdLNguyet]

Volume is cute, but price ratio is what actually pays the bills. It takes a massive 40:1 CPU to match the profit of a single flagship GPU.
Selling 40 Hondas for every 1 Ferrari is great, but don’t confuse volume with revenue and profit

[Damnang @damnang2]

One of the things I shared 😱

CPU LFG!!!

[Investing visuals @InvestingVisual]

80% of $NVDA’s $63B stock portfolio is in just two names: $INTC & $SPCX.

Others:
• $CRWV
• $COHR
• $NOK
• $SNPS

[Elon Musk @elonmusk]

This is the future we shall bring into being

[Brian @gdLNguyet]

@Brownmoose Nice! you have internet at the beach? 🏖️

[Brian @gdLNguyet]

@damnang2 @labubu_trader cpu:gpu PRICE is still not that high

[Financelot @FinanceLancelot]

The Pentagon Pizza Index is off the charts.

[Brian @gdLNguyet]

@RensingTrades $aapl for low risk, potentially very high reward. $dram or $lite for high risk

[Brian @gdLNguyet]

@kevinxu Btw, I wonder why people always say “wife angry”.
But almost never heard anyone say “husband angry” and wife buys gifts 😄

[Brian @gdLNguyet]

@vnkumarvnk $amd $intc $dram $mu

[Brian @gdLNguyet]

@pdicarlotrader $amd $dram $lite

[Brian @gdLNguyet]

@colin_gladman @realDonaldTrump 🤣

[Brian @gdLNguyet]

@realDonaldTrump Divine Intelligence (DI)?

[Brian @gdLNguyet]

@kevinxu “What cannot be bought with money can be bought with a whole lot of money”

[Oli @OInvests]

5 Stocks about to Break Out of Month Long Consolidation Patterns:

1. $IREN

[Trade Whisperer @TradexWhisperer]

A lot of people are still wondering why trillions of dollars are flowing into AI.

Why is $TSLA building Robotaxi when people can drive just fine?

Why do we need more $NVDA GPUs and $MU $SKHY memory. Why @elonmusk claims money won't matter in some distant future?

It's all economics.

It's because every one of us, including YOU, wants the cheapest and most infinite form of labor. A labor that lets us live in more prosperity than we do today. Labor that doesn't break your bank, doesn't fatigue, scales without biological limit.

The $400/hour legal fees. The $1000 outlet installation. The $10,000 medical bill. These can break a wallet or bankrupt a household.

Ridiculous. We want reasonable costs. Reasonable spending for everyday basics. We want cheap and infinite labor.

Look at what technology has always done: it brings the cost of things down over time. Remember when renting a single DVD cost $10? Now you get millions of hours of entertainment for that same price on $NFLX. Free on YouTube $GOOGL. No driving, no waiting for a disc to ship.

My annual fuel cost used to run over $2000. Now that I drive a $TSLA, it's about $300.

International calls once cost $10 an hour just to hear a loved one's voice. You had to walk to a store and buy a calling card. Now you dial them instantly, for free.

See the pattern?

AI and Robots such @Tesla_Optimus are the next step. Low cost labor that produces so much that having a lot of money stops mattering for a family. Everyone gets what they need to live in abundance, because AI made it possible.

AI is INFINITE & AUTOMATED & CHEAP labor.

People will work much less but will receive much more in terms of good and services.

Every prior form of labor was bound by biology. Train a person for years, you get one person. Train a model once, you get infinite instances of it, running in parallel, forever, for the cost of electricity. The Sun. Humanity has never had a workforce that scales by copy-paste. Now it does, digitally. Physically, we're getting there.

But a copy-pasted mind still has to hold a thought. And holding a thought is physical. It happens on memory. Real silicon. Made by three companies who've already said the shortage doesn't ease until 2028.

The workforce can be virtually infinite. Copy-paste.
The place it thinks cannot. Fab output is finite.

Infinite demand. Finite supply. You know what to do.

$MU $SKHY $NVDA $TSM $TSLA $SPCX $LITE

[Brian @gdLNguyet]

@realMeetKevin Free money! $RKLB $SPCX

[Brian @gdLNguyet]

@GavinNewsom For what??? To Slow us down and let China win?

[Brian @gdLNguyet]

@cmsinvests No. Not good. $Sgov should be replaced with $AMD. Then it’ll become awesome 😎

[Brian @gdLNguyet]

@elonmusk @cb_doge Things are always weird depending on how you look at it

[VolumeLeaders @VolumeLeaders]

$AAPL - YTD, the three largest individual trades (image one) and three largest clusters (image two) all printed at swing pivots. Image three shows trades and clusters together on the same canvas.

Today's we got a large individual trade and a large cluster as price approaches a swing high.

Size like this typically coincides with OPEX, EOM, or rebalance dates...so the outsized volume was not unexpected today. The same was true at previous pivots cited in these charts, each of which coincided with such an event.

-March OPEX
-May EOM
-June Russell Reconstitution
-Sept OPEX

Additional details about these trades and clusters can be found on the site.
https://t.co/i5V7d5F34S