Jeffrey Chang

Just posting graphs. Never advice.

[Jeffrey Chang @JeffreyChang2]

@Midnight_Captl @MGP20191 He needs to pump the narrative so OpenAI and Anthropic IPOs are successful enough to fulfill his prophecy.

[Jeffrey Chang @JeffreyChang2]

@MelMattison1 Good luck

[Jeffrey Chang @JeffreyChang2]

@firstadopter When money in rotating between AI plays instead of being added to lift all boats it reinforces the idea to me that we are topped out for the time being. I liken NVDA being the engine of all AI like BTC was the engine of all crypto before the topple.

[Jeffrey Chang @JeffreyChang2]

@Speculator_io This picture will get a lot of people in trouble.

[Jeffrey Chang @JeffreyChang2]

@Midnight_Captl Lisa plays by the rules and isn't a promoter

[Jeffrey Chang @JeffreyChang2]

$NVDA - could it be the players with enough money to actually make this stock price move up significantly are instead using said money to fund NVDA's behind the scene deals?

[Jeffrey Chang @JeffreyChang2]

@ihatelosingg @BeardoTrader bloodshed? Semis only experienced paper cuts up to this point.

[Jeffrey Chang @JeffreyChang2]

@EhrmantrautCap_ The last few earnings beat means you trim your NVDA position to buy the "bottle necks" the continued beats implied. I expect the same here. NVDA beat just green lights rotation to the rest of the AI trade

[Jeffrey Chang @JeffreyChang2]

@CKCapitalxx If +16.53% in a year is "trading sideways" we know things are frothy. Yes I know its trailing the major indicies.

[Jeffrey Chang @JeffreyChang2]

@LuxuryWatchGuy1 @alexforschner @sama resale will be tied to the historical significance of OpenAI. IF they get to AGI first and these 7 did it, resale will be based on how famous each of the 7 are and their contribution.

[Jeffrey Chang @JeffreyChang2]

@EconBerger In the AI age what is written is less important that how its fact checked. Reason why AI written pieces are unattractive the data is suspect. If a person who is a known expert in a field uses AI to write something, it is different because its assume its legit and fact checked

[Jeffrey Chang @JeffreyChang2]

@DudeWhoInvests When you eat too much sugar you get hyper then crash. Thats why you can't have anymore candy MR. 8 year old. You already had too much and now its nap time.

[Jeffrey Chang @JeffreyChang2]

@Mericamemed If “triple leverage ETF Kospi” was a drink.

[Jeffrey Chang @JeffreyChang2]

@michaeljburry They need enough money to pay TSMC and get in line. Designing is one thing, paying to get into the queue is another. Part of NVDA's moat is its close ties with all the suppliers.

[Jeffrey Chang @JeffreyChang2]

@fintergirl This is true but Jensen lived through dotcom. Money is super cheap relative to history and should only rise in the future. Investor fomo and leverage is high. If not now to fund the AI future then when? If stocks crash hyperscalers will survive and thrive.

[Jeffrey Chang @JeffreyChang2]

@zephyr_z9 Finance bros been using these tactics all the time. What’s the memory version of EBITA?

[Jeffrey Chang @JeffreyChang2]

@Venu_7_ Major institutions do things that make the most money for them. The great financial crisis involved all the major institutions. All great crashes are caused by institutions who thought they were smart enough to get out when its bad. Maybe they own cause retail will buy it.

[Jeffrey Chang @JeffreyChang2]

@MelMattison1 If the people who know you think your X messages are a bit out of hand maybe tone it down a bit and just focus on the finance posts which people actually follow you for. As a stranger I can tune out your bullshit rants. As a human I advise you listen to people you care about.

[Jeffrey Chang @JeffreyChang2]

@10452km2 @HedgieMarkets Could it be this higher revenue (and I’m assuming higher profits) per employee is subsidized by the same money losing ai. Once that money is gone that revenue is over taken by cost.

[Jeffrey Chang @JeffreyChang2]

@ShanghaoJin @bboczeng They aren't betting their existence on AI. They are using their profits on AI to hedge in case its real. IF AI fails then they are business as usual.