@BenBajarin@getovahit Hmm, I increased my entire account by 25% today taking advantage of brain dead hype beasts just like you. Industry access?? HAHAHA nobody knows about you or your bottom feeding grifter 4ss SV slop shop. Did you read the filing? Tell me where I'm wrong.
https://t.co/BN0kIxDB5f
Full ported into $SOXS the other day at $4.94 overnight, looking for a big pullback in semis. Got burned really hard last time I tried this, time to get that get back and more. Will get back into $ABCL, $IMSR, and $MBLY after this plays out.
@getovahit@BenBajarin The ATM issuing is NOT primarily being used to fund AI capex. According to the actual filing, it is intended primarily to facilitate a change in how it handles taxes associated with employee stock vesting. They’re literally just exploiting AI hype to accumulate capital, DYOR.
The ATM issuing is NOT primarily being used to fund AI capex. According to the actual filing, it is intended primarily to facilitate a change in how it handles taxes associated with employee stock vesting. They’re literally just exploiting AI hype to accumulate capital, DYOR.
@BenBajarin Crazy to me people dont see Google issuing equity and then doing this insane deal for more compute from SpaceX as a huge flashing bull market sign. They are telling you demand is off the charts and bottlenecks are real with billions of their own money as proof
So it still definitely isn't/wasn't a bubble right? Just wanna make sure. This time it's still different? 10 bankrupt crypto miners turned data centers pumping 500% in 2 months wasn't comparable AT ALL to pets dot com and dark fiber???
@cbarron94 Good catch, looks like my data source doesn't split adjust their technicals, should've noticed that was a little too high, thanks for pointing that out.
Full ported into $SOXS the other day at $4.94 overnight, looking for a big pullback in semis. Got burned really hard last time I tried this, time to get that get back and more. Will get back into $ABCL, $IMSR, and $MBLY after this plays out.
SK Hynix, global leader in semi production, just registered it's largest single day downward print in six months. Korean markets are also a leading indicator on U.S. tech markets. Yet not a PEEP from any of the fintwit talking heads. Cya tomorrow. LONG $SOXS !!
@ParadisLabs You literally just said it all yourself: Strong labor market, hawkish FED, higher disc rate, forward biased valuations, and how they all amplify each other. Not to mention Rubin DRAM cut, AVGO guidance decrease, and SK selloff. Also, CAPEX projection is totally non binding.
@ParadisLabs You literally just said it all yourself: Strong labor market, hawkish FED, higher disc rate, forward biased valuations, and how they all amplify each other. Not to mention Rubin DRAM cut, AVGO guidance decrease, and SK selloff. Also, CAPEX projection is totally non binding.