Talpx

[Talpx @Talpxi]

$ADBE is getting hammered today, but the selloff looks overdone. A rebound could come sooner than many expect. Easy money.

[Talpx @Talpxi]

@0xYuCry Government will bailout $INTL $ARM $IBM , but they will never bail out those GPU-hotel , you can have many CPU hotels, $NBIS , $IREM just a new $CRCL and new $CRWV. They help Nvidia increase the accounting number, until they are unable to survive,and next year will have one more

[Talpx @Talpxi]

@0xYuCry Hardware bind to cyclical, governance, policy, and lots of factors. They have physical limitations and tech bias. Just different type of story

[Talpx @Talpxi]

@0xYuCry But once they die , they just die , no one can save them beside bankruptcy

[Talpx @Talpxi]

@0xYuCry Crypto hype, or I like to call them GPU-hotels, $IREN $NBIS $CRCL $CRWV , they are all burning money, but contract with Nvidia and crypto and community make them easy to high.

[Talpx @Talpxi]

$AVGO

We are all going to die

$CRDO $AAOI $LITE $FN $CSCO $NOK

[Talpx @Talpxi]

Don’t fight the tape. $CBRS ripped today because speculative tech ETFs are buying, and Marvell’s explosion lifted $MRVL the whole AI hardware/semiconductor space, such $CHOR $AAOI $GLW . Double tailwind today. Pick another day.

[Talpx @Talpxi]

Sam Altman saw a Blue Origin rocket explode, setting off a series of butterfly effects.
$ASTS $RDW $LUNR $RKLB $PL $SATS

[Talpx @Talpxi]

@capitify But currently it is pretty good to step in if you want to dump fast, because they have the most of existing story of this year, and they are going to SP500 at the end of the year, deserve a watch.

[Talpx @Talpxi]

@capitify They will drop so bad after their first financial report, they only have 3 main customers, one is OpenAi, one is Saudi, and another is one. At this moment, they arent able to manufacture their chips in a large amount they have ,pretty serious scale up issue.

[Talpx @Talpxi]

@capitify think it could drop to around $180, OpenAI holds a large amount of their stockI’m waiting to sell at $280–$290Sam Altman may be not a good person,but definitely a good businessman , CBRS’s vision is very aggressive. If they want to keep expanding, theyneed to dilute there stock

[Talpx @Talpxi]

@fourseasonfan No , because few companies are continually shorting and buying it

[Talpx @Talpxi]

@VJNCapital There are lots of overvalued companies with shit stories, at least $CBRS with a good story.

[Talpx @Talpxi]

@asidorenko_ May I ask the useDebounce() hook you used is from where ? I try to follow your code , but it does not work like yours ?

[Talpx @Talpxi]

@asidorenko_ It looks this one does not work as expected when you have external link like "tel:[phone]" ,"mailto:https://t.co/gKG8zMDnOx" , it will cause infinite loop .