Kary🦋

Tweets are for my own ref & not financial advice.

[Kary🦋 @spottedFirefly]

Breakouts, reversals, and continuations chart patterns cheat sheet

[Kary🦋 @spottedFirefly]

These things are in short supply right now, and they are the key building blocks needed to create future AI technology. That’s why they are spending so much on them.

Do you think it helps if they spend less? Probably not in the long run. Cutting back could slow down AI progress and leave them behind.

Catch 22, don’t you think?

[Kary🦋 @spottedFirefly]

@yianisz Yep, it’s mispriced for sure. Market will fix it hopefully soon. 💪

[Kary🦋 @spottedFirefly]

Nvidia turning into a one-stop AI shop.

Chips → models → infra → now AI agent framework (NemoClaw)

Open-source. Enterprise-ready. Built for real operations.

Starting to look like the operating system! $NVDA

[Kary🦋 @spottedFirefly]

$MSFT basically turning Copilot into a real digital coworker that handles multi-step jobs without you babysitting it. Game changer!

https://t.co/iElSIvwybL

[Kary🦋 @spottedFirefly]

🤣🤣

[Kary🦋 @spottedFirefly]

"The oil 'fear premium' is temporary — prices should fall in weeks, not months." 
— Energy Secretary Chris Wright

[Kary🦋 @spottedFirefly]

👀 $TSLA 👀

[Kary🦋 @spottedFirefly]

Bond interest rates are going up as people watch the Iran conflict and watch oil prices skyrocket, fearing it’ll make everything more expensive.

https://t.co/pmCSL8stnA

[Kary🦋 @spottedFirefly]

Oil prices have exploded, smashing highs not seen since 2022. Stocks are getting crushed as energy costs skyrocket. Inflation’s firing up again - gas, groceries, everything tied to oil is getting pricier, and rate cuts? Probably delayed big time. 😪

[Kary🦋 @spottedFirefly]

@jimcramer I never realized one tiny strait could shake the whole global economy like this. I’m a long-term investor, so I’ll hold my positions and add on the dips.

[Midnight Capital @Midnight_Captl]

I'm shipping this website for $NVDA shareholders to see at a glance their slice of the financial performance of the company

This will show you your share of Nvidia's:
>Revenue
>FCF
>Earnings
>and other key metrics

It's called the "Nvidia Ownership Atlas", and it's completely free to use

https://t.co/v5JrKndBrA

[Jim Cramer @jimcramer]

Beware of a sloppy opening from the huge decline in the KOSPI led by the memory stocks.. Traders there have been raising money by selling U.S. stocks in the first hour of trading.

[Kary🦋 @spottedFirefly]

Buckle up, folks! South Korea’s stock market just crashed hard (down ~12% in one day) because of fears the Middle East war could affect oil supplies and send prices skyrocketing.

Their tech giants (like Samsung & SK Hynix) are huge in global chips, so that could ripple to US companies relying on them. If the conflict drags on, we might see US indexes slide into correction territory.

But good news: if things de-escalate soon, rebounds could come fast. Markets hate uncertainty so stay sharp!

[Kary🦋 @spottedFirefly]

@Reuters @grok What is the impact on the financial market when Hormuz is not functioning?

[Kary🦋 @spottedFirefly]

Sure, Grok helped me organize the numbers so it read clean and sharp. I’m all about using AI to be more productive and get ideas out clearer.

But calling my response an “LLM”? Nah. The dot-com era knowledge, following Dr. Burry’s style of comparing historical parallels like Cisco, spotting the risks vs. today’s real profits backing AI growth, that’s all me. At least I’m not gullible and smashing like on everything Burry says. I think for myself. 😄

[Kary🦋 @spottedFirefly]

Dr. Burry, that Cisco 2000 drop is a painful reminder, pure euphoria right at the peak before the bust. Nvidia’s $95B commitments do echo the risk if AI demand ever flips hard.

But today’s valuations feel less crazy: NVDA trailing P/E ~38-47x (forward ~23-30x) based on recent earnings, plus real massive revenue growth and profits.

Broader market? Shiller CAPE ratio now ~39-40 (very high, near dot-com levels of ~44), but still not quite the 2000 insanity with way less actual cash flow back then.

We’re in bubble-ish territory for sure, but not a full repeat yet. AI’s still at that early inflection point with strong fundamentals supporting it.

Appreciate the warnings!

[Kary🦋 @spottedFirefly]

@amitisinvesting I know, this looks like late-cycle behavior, with opportunities in undervalued areas as the market rotates. I’m adding and holding AI/tech for upside, and also adding some value/defensives for stability.

[Kary🦋 @spottedFirefly]

@jimcramer Algos is to blame. Holding through the noise.

[Kary🦋 @spottedFirefly]

India’s Yotta is dropping $2B+ to build a massive AI hub packed with 20,000+ Nvidia Blackwell GPUs, one of Asia’s biggest. Demand for AI compute there is exploding, and Nvidia just locked in a $1B+ multi-year deal.

Long-term tailwind for $NVDA shareholders as global AI spreads beyond the US giants. 🤝🚀

[CNBC @CNBC]

An Indian company is set to build a $2 billion AI hub with Nvidia’s GPUs and go public. Here's what we know so far https://t.co/mhRQBDkbSv