bcs

[Eric Jackson @ericjackson]

I think Opendoor could be a $500 stock in the next 5-7 years.

OPEN trades at $4.28 today. Wall Street targets are $2-$20. The architectural-intersection case nobody is pricing: the three-layer tokenization build Kaz Nejatian walked me through at OPEN's Toronto offices, the British Columbia leasehold proof-of-concept that already works at provincial scale, and the four prerequisites — asset-class control, pricing-data depth, vertical integration, operator-class with crypto-native architecture experience — that converge in exactly one publicly-traded operator.

This is the applied case study for the framework piece I published earlier today on tokenization as the fourth capital-markets infrastructure transition.

The math: at conservative probability calibrations, the asymmetric expected value of the position at $4.28 is 25-35x return from current price, against bounded downside at -100%. Same structural pattern as Carvana from single-digits to $487 (~140x), Shopify from $20 IPO to $1,700+ (~85x), Tesla from single-digits to $400 (~200x), NVIDIA from single-digits to $150 (~30x) — what stocks capturing architectural transitions in their industries actually look like.

Why I Think OPEN Could Be A $500 Stock [Long OPEN]

https://t.co/i5XbQmukXo

[bcs @minden__]

Dua Lipa - Physical (Official Video) https://t.co/XlwvmJWMEu via @YouTube

[bcs @minden__]

Ja Rule - Murder Reigns (Official Music Video) https://t.co/8jwmgW3bth via @YouTube

[bcs @minden__]

Game Recap: Spurs 103, Thunder 82 https://t.co/h8nIBzEW43 via @YouTube

[Emilycc @Emilyccstreams]

before i deactivate, i wanna clarify i didn't know my private life would be revealed like this. i trusted my moots and friends but it turns out i'm getting exposed. i'm leaving because you are all jealous of me and can't accept the fact that i'm dating ur mom

[bcs @minden__]

Drugs https://t.co/YpLsYNNFFD via @YouTube

[bcs @minden__]

@ryancohen only fake bidders lol

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC

AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8

Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company

Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas

Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti

Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat

Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines

Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels

AVs & Robotics
$TSLA Tesla
$AMZN Amazon

Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy

Never miss the leading stocks again:
https://t.co/8sdF5htwKA

[bcs @minden__]

Zwischen Bilanz und Botschaften: Christian Eichner blickt auf seine KSC-Zeit https://t.co/QuySLzX3zS

[bcs @minden__]

Die braune Tasche https://t.co/Hjh4Zr8yNF via @YouTube

[CRYPTO ALICE @cryptoo_alice]

$DOGE 10% up within a couple of hours 🔥

Like & Repost will be appreciated ❤️

[bcs @minden__]

$DOGE #DOGE +12%

[bcs @minden__]

End of Game - NBA Jam: Tournament Edition (SNES) [OST] https://t.co/953QFzFhtZ via @YouTube

[bcs @minden__]

@blast68k das linke kenn ich garnicht, krass

[Lin @Speculator_io]

The AI supply chain continues to be the hottest sector this year.

$AAOI Applied Optoelectronics +302.72%
$AXTI AXT Inc +291.28%
$OPTX Syntec Optics +288.97%
$SNDK SanDisk +286.52%
$LWLG Lightwave Logic +276.00%
$AEHR Aehr Test Systems +253.85%
$ICHR Ichor +233.56%
$BE Bloom Energy +141.84%
$VIAV VIAVI Solutions +125.93%
$LITE Lumentum +124.79%
$FORM FormFactor +121.75%
$WDC Western Digital +106.67%

In a hot market, it just doesn’t make much sense to spend your time digging around for undervalued stocks.

That’s not what the market is rewarding right now, and it’s not where the money is flowing.

Instead, focus on the leading sectors and the leading stocks. Do more of what’s already working. It might seem counterintuitive, but the best stocks continue to make new highs, not new lows.

That doesn’t mean you should get careless or reckless. Risk management still matters just as much. Always manage risk.

But if there’s one thing to keep in mind, it’s this: strong stocks tend to stay strong for longer than most people expect.

[bcs @minden__]

Ansage an FF8 | #megaactionhans auf #Twitch https://t.co/aNliY9jDK5 via @YouTube

[H.E. Justin Sun 👨‍🚀 🌞 @justinsuntron]

Keep buying

[exQUIZitely 🕹️ @exQUIZitely]

The (in)famous Giana Sisters is quite possibly the most controversial game by a German studio, but also one of the best ever. Was there ever a more blatant copy of Super Mario? Maybe, but I don't know one.

While the "inspiration" was obvious, one can't deny that Time Warp created an absolute masterpiece: highly playable, with excellent graphics, sound, controls, and possibly one of the best-known games among C64 fans ever. The legal spat with Nintendo - while bad press - was probably oil on the fire, making you want the game even more and being talked about by everyone. It didn't turn into massive profits for Rainbow Arts (piracy ran rampant on the C64), but it certainly put them on the map.

If you had a C64 back in the day, I bet you also had Giana Sisters and, like so many other fans, enjoyed the hell out of it. An all-time classic and still very playable today. The music by legendary Chris Huelsbeck never gets old...

[The Coach 𝕏Đ @thedogecoach]

BTC is down 50% since ATH.
My business is up 200% since I stopped looking at the charts and took full responsibility for my success instead.

Waiting for crypto was killing my ability to truly focus on my future.

Control first! Crypto second.

[bcs @minden__]

@smart_money BCH TRX BNB