Nelluh Trades

Trader | Growth Investor | Sharing my ideas 💡

[Nelluh Trades @QNelluh]

@NVIDIAGeForce #RTXPowersPlay

[Nelluh Trades @QNelluh]

@KobeissiLetter @grok what publicly listed companies would trump likley but equity stakes in?

[Nelluh Trades @QNelluh]

$INTC Lotto paid. Booked profits at 1000%!

[Nelluh Trades @QNelluh]

$ONDS is looking explosive out of this bull flag over the next 2 weeks 👀

[Nelluh Trades @QNelluh]

@Remzztrades

[Nelluh Trades @QNelluh]

@pelositracker This is probably the most ironic thing I’ve ever seen

[Nelluh Trades @QNelluh]

@LucienGreaves @steveo Lucien… You must be forgetting how the story ends.

[Nelluh Trades @QNelluh]

Clearly they haven’t read Revelations very thoroughly. Jesus Christ is King of all kings, Lord of all lords.

“I have given you authority to trample on snakes and scorpions and to overcome all the power of the enemy; nothing will harm you.”
Luke 10:19

[Disclose.tv @disclosetv]

NOW - Netanyahu: "Jesus Christ has no advantage over Genghis Khan. Because if you are strong enough, ruthless enough, powerful enough, evil will overcome good."

[Nelluh Trades @QNelluh]

@antinertia Cooked

[Godel Terminal @GodelTerminal]

How the $MSTR Q4 earnings call will go

[tic toc tic @TicTocTick]

The US 🇺🇸 now “runs” Venezuela.

The US is now gas station ⛽️ of the world.

Several implications—

1. Inflation will crater now.

2. This is bearish for Gold & Silver. Gold should trade down to 3400 (now 4600).

3. This could be risk on positive.

$GLD $SLV $SPY #qqq

[McKinsey & Company @McKinsey]

Where will the next wave of global growth come from?

We identify 18 industries – from AI to obesity drugs – that could generate $29–48 trillion in annual revenue by 2040.

These 🔟 charts visualize the next big arenas of competition: https://t.co/zEPVG3lTQG

[Science girl @sciencegirl]

Best example for why ups and downs are important in life

[Garcia @GarciaCap]

This isn’t a Call of Duty screenshot

This is Anduril’s EagleEye

[Anduril Industries @anduriltech]

Superpowers for Superheroes.

Today, we unveil EagleEye: the family of warfighter augments that place mission command & AI directly into the operator's helmet.

[Pavel Durov @durov]

I’m turning 41, but I don’t feel like celebrating.

Our generation is running out of time to save the free Internet built for us by our fathers.

What was once the promise of the free exchange of information is being turned into the ultimate tool of control.

Once-free countries are introducing dystopian measures such as digital IDs (UK), online age checks (Australia), and mass scanning of private messages (EU).

Germany is persecuting anyone who dares to criticize officials on the Internet. The UK is imprisoning thousands for their tweets. France is criminally investigating tech leaders who defend freedom and privacy.

A dark, dystopian world is approaching fast — while we’re asleep. Our generation risks going down in history as the last one that had freedoms — and allowed them to be taken away.

We’ve been fed a lie.

We’ve been made to believe that the greatest fight of our generation is to destroy everything our forefathers left us: tradition, privacy, sovereignty, the free market, and free speech.

By betraying the legacy of our ancestors, we’ve set ourselves on a path toward self-destruction — moral, intellectual, economic, and ultimately biological.

So no, I’m not going to celebrate today. I’m running out of time. WE are running out of time.

[Nelluh Trades @QNelluh]

@thegreektrader I’m interested!

[Nelluh Trades @QNelluh]

@pepemoonboy $DOCS and $TOST

[Nelluh Trades @QNelluh]

@brezscales Your car salesman must love you

[Za @ZaStocks]

You have to be ready for the robotics trade.

I strongly believe robotics will be the biggest AI trade of all.

Robotics represents the pinnacle of AI, the endgame of AI if you will. The “ChatGPT moment” for robots is likely much closer than people think.

AI has already started to transform information work, but the physical world is a much larger market. This is going to be such a big opportunity to make money, it’s arguably the biggest TAM in human history… not many trade opportunities like this present themselves.

Robotics isn’t just limited to one vertical like smartphones or PCs. Robotics spans manufacturing, logistics, healthcare, defense, construction, agriculture, etc. The potential use cases are everywhere physical labor exists. Global labor spend is $50T annually, if even a fraction automated is multi trillion potential.

I think robots will be intertwined with society and humans. Much like people have phones and computers in their homes and at work, I expect robots will also have a major presence at home and in the workplace.

It sounds dystopian but I think that’s where we’re headed. Each week I’m seeing more progress in robotics than ever before yet the stock market isn’t picking up on it. Yet…

I’m sure there will be tons of other players in this space and even more stocks to trade off this narrative, but that time hasn’t come yet. When it does, the trade opportunities will be enormous.

Robotics isn’t just another AI theme. It’s the culmination of AI which to me is AI applied to the physical world.