A new half-baked narrative pops up almost every day to sell off the AI sector. Today it’s the idea that the imminent release of what looks like a breakthrough Gemini 3.0 model (trained on Google TPUs) somehow threatens Nvidia and traditional AI infrastructure spend, even dragging down $GOOG itself. If you’ve got long term conviction in AI, you should be welcoming these dips.
@KrisPatel99 looking at the data tells you nothing has changed and this is more fear induced selling over narratives that have been created and first principles tries to use intrinsic data driven approaches not narrative assumptions to guide decision making.
Lazy post
$PLTR - Bullish
$NVDA - Bullish
$TSLA - Bullish AF
$COIN - Bullish AF
$HOOD - Regular bullish
$SOFI - Bullish AF
$AFRM - Bullish
$SHOP - Bullish AF
$IREN - Bullish AF
$GLXY - Bullish AF
$WULF - Bullish AF
$CLSK - Bullish
$MARA - Bullish
$BTBT - Bullish
$BMNR - Bullish
#Ethereum - Bullish AF
I can probably keep going, but you get the idea.
If you were bullish on bitcoin and stocks two days ago, you should be even more bullish now.
None of the fundamentals changed in the last 48 hours.
We simply got a healthy reset that wiped out the excess leverage in the system.
Now the market is cleared to go higher.
Bitcoin crossed $125,000 over night.
It is poetic because the new all-time high happened while many people were sleeping, just as many people are still sleeping on the importance of a digital, finite store of value in a world defined by currency debasement.