@MartinShkreli Martin, capital-wise you’re right. $50B PPE is nothing for AAPL/FANG. The real constraint is the tools. ASML Low-NA EUV is booked through 2027, lead times are stretched, and existing players already grab the slots. Near-term odds of a real consortium look low.
@PeterSweden7 Is it perhaps the case that the polls are bias in favour of the social democrats? I can’t believe that they are on course to win, everyone is aware of the violent crime caused by asylum seekers that the social democrats encouraged in to Sweden, right ?
@asklivermore What do you think of $micron at these levels? I've a cost basis of $525 and I'm considering to buy now or wait for FOMC. My expectation is that there will be no rate cut and that the market may rebound a little. Still, the micron weakness may nevertheless continue. Thoughts?
@DrAndrewFox@EndWokeness@realBrandonGill They want you demoralised. It’s what all of this is really about. Weaken the population’s willingness to defend their own culture. Marxism 101.
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@MaxCrypto It will likely rally in July to a lower high, but watch out once October comes along as it will drop hard as it always does near the end of the 4 year bear market cycle.
@KostCapital@BMNRTracker The crypto cycle is 4 years long. Do some research and you’ll realise that the top of the cycle is not until the end of 2028. I say this as a heavy bag holder of BMNR. I’ll be buying more as it hopefully continues to weaken over the next 2 months before slowly strengthening.
@BuyTheDiplo I'm holding $MU and $BMNR, so hopefully those two! But realistically, $BMNR needs a further acceleration in $ETH usage, which will come 4 or 5 months after the Glamsterdam update, so will have to be patient with that one.