Stocks & Options trader. My posts are not financial advice, just my opinions. Please do your own research! Heavy in $LAES, $CEPT, $IOVA $BCAR $AMBA $VPG $BB $QS
@rdd147 All Larry has to do is say we don’t need to borrow that much and it will shoot back up to $200 real quick. Meta did that And I’m sure Oracle will too soon!
@sanityninsanity@ManniloTrader@john_giamatteo The rerate will be violent! Humanoids shoild all run on QNX …it’s in hundreds if millions of cars it only makes perfect sense that humanoids are next…
Securitize is now officially a public company, listed on the @NYSE under the ticker SECZ.
Our focus is unchanged: building the regulated infrastructure for the next generation of capital markets.
To everyone who helped us get here, thank you.
Tokenize the World.
everyone’s fixated on humanoids but thats not where the real scale is.
millions of robots coming that dont look human at all, factory arms, warehouse movers, all the practical stuff. those scale way faster than humanoids ever will. $BB
Eight years ago, @carlosdomingo set out to bring the world's financial markets onchain.
Tomorrow, we will become a publicly traded company.
This is The Story of Securitize.
$BB CEO was on Bloomberg this morning
Interviewer asked about memory cost pressures. Apple and Microsoft are raising prices because of HBM. The CEO didn't flinch:
"The beauty of our model is we sell the software only directly. Now that we're a software and services only play, that enables us to really participate on the high margin side of the equation."
$NVDA and $QCOM have fully standardized their vehicle compute platforms on QNX. Every new car that ships has multiple computers inside it. QNX runs underneath all of them. More compute per vehicle means more royalties per vehicle.
Now expanding into robotics, medical devices, and industrial automation. CEO called it the fastest growing segment in the company. 👀
@thewallstwiz QNX should/will be the OS for all the humanoids!! They all need a tested OS with checks and balances to operate correctly and safely. $BB is at the forefront!! Holding leaps and shares until at least 2028…
I called out $ASTS at $2 and it spiked to $130 in 2 years.
$ASTS will eventually hit $400+ when $SPCX launches.
Right now, $LAES has a partnership with $SPCX. It's the only one trading under $5.