anyonebutme

having noting is something

[anyonebutme @ronanzc]

$NVDA closed at $208 after Friday’s -6.2% Semis led the recovery Monday: MU +10%, INTC +11%, AVGO +2.8%.
My read: this was a sentiment flush, not a thesis break.
Data center demand intact. AI capex trajectory unchanged.

[anyonebutme @ronanzc]

Most people think the NVDA trade is crowded. I disagree.

The real trade isn’t the GPU cycle. It’s the infrastructure buildout.

AI capex is on track for a $3–4T annual run rate by end of decade.

NVDA sits at the only on-ramp.

[anyonebutme @ronanzc]

@abigbluebird Eat at hawker every meal, take public transport and you can see how the cost compare to other developed major cities in the world.

[anyonebutme @ronanzc]

@adamkhootrader Yea. Never sell. Bring the money and business to after life.

[anyonebutme @ronanzc]

Unpopular opinion. If you are still writing codes from scratch and deploying codes yourself, you are replaceable by AI agents within the next 5 years

[anyonebutme @ronanzc]

@xyzxyz101101 @zei_squirrel Ok bot. What the hamas did was wrong during the Oct 7 and we know that was terrorism. But the Israel snipers shooting at civilians in Gaza is also terrorism.. and we all know that. Don’t lie to yourself and pretend that everything that happen in Gaza is alright.

[anyonebutme @ronanzc]

@MikeLevin So if Pete Hegseth acting in the interest of the US military or he is slowly deconstructing it from within? By removing the best people for the job, the capabilities of the command structure are slowly being enroded from within. I would be happy if I am the adversaries

[Katyayani Shukla @aibytekat]

I hope you've found this thread helpful.

Follow me @aibytekat for more.

Like/Repost the quote below if you can:

[anyonebutme @ronanzc]

@Osint613 Ahhh and the world has $200 oil , a pending recession and a lot of angry people

[anyonebutme @ronanzc]

@adamkhootrader If gold drop to 0, I also will stare at it , think what should I do with the shiny metal I have. Maybe use as mirror.

If apple drop to 0, u think u still can collect 12B in net profit?

It is about perceived value.

[anyonebutme @ronanzc]

@virtualbacon Liquidated.. nothing to buy

[anyonebutme @ronanzc]

@CoinbaseSG Usdc

[Coinbase Singapore 🛡️ @CoinbaseSG]

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→ Follow @CoinbaseSG + RT
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[anyonebutme @ronanzc]

@SonicLabs @USDC Wen airdrop

[Chicken Genius @chickengenius]

The relief bounce in stocks is here. SELL IT.

Here's some updates:
Markets too stupid to understand tariffs are bearish for earnings and extremely bad for trade. Stocks are priced based on multiples of their earnings.

Mainstreet calling for the rich to be poor are too fking stupid to understand their employer owns stocks and 401K. Even if stocks go up, VS monetary hedges like gold & bitcoin going to have massive under performance. Updated chart of btc/spx

The end of US exceptionalism is here. It's so obvious. Look at the world slowly exiting the US. Taiwan, lol, that moon candle. UK, euro, japan.

All this leads to one play only. BITCOIN - The financial repression hedge.

[anyonebutme @ronanzc]

@mattmfm There is always the steel mill, phone factories or farms which you can work there to make American great again.

[anyonebutme @ronanzc]

@CualquieraMujer @gamestop You can buy Nintendo Switch 4 by the time you have your factory. And it will cost $799 whereas in other part of the world, it will cost $399. why ? Figure it out yourself.

[anyonebutme @ronanzc]

@danielesesta Can dev do something?

[anyonebutme @ronanzc]

@SmCrypto_bro 0x9FC4DBc68F5B0644a730cCf15a7ca589758a2ac8

[anyonebutme @ronanzc]

@InfoSpace_OG 0x9FC4DBc68F5B0644a730cCf15a7ca589758a2ac8