Amino 🧊

Investor and crypto enthusiast.

[FinRyse @FinRyse]

The company at the centre of the AI supply chain reports Thursday.

$TSM has gained roughly 40% since April, 2nm capacity is reportedly fully booked, and quarterly revenue is expected near $40bn.

Can its outlook justify the $2.25tn valuation?

The key numbers and narratives to watch in this week’s earnings 👇
https://t.co/d1KGMEz26I

[FinRyse @FinRyse]

SpaceX may be coming for the indexes but S&P DJI is keeping the guardrails on:
While Nasdaq100, FTSE Russell and Morningstar CRSP have softened rules to accommodate mega-IPOs faster, S&P says no change: 12 months of trading history, at least 10% free float, and profitability standards still apply.
That likely keeps SpaceX out of the S&P 500 for a long while.
#SpaceX #S&P500

[FinRyse @FinRyse]

Quote of the week: "The miracle of compounding returns is overwhelmed by the tyranny of compounding costs." - John Bogle

Case in point: what £50,000 could look like over 30 years under 4 fee scenarios and assuming a yearly return of 5.5% (source: Vanguard)

[FinRyse @FinRyse]

Stock-picking: What is your edge?
In a previous thread, we explained why data backs passive investing. But active investing can still earn its place as a targeted approach.
It makes sense where markets are less efficient: In sectors like biotech, small caps, or specialised credit, skilled investors may find mispriced opportunities that ETFs simply can’t capture. And the Morningstar data confirms it (see chart)
#PassiveInvesting #ActiveInvesting #PortfolioConstruction #PersonalFinance

[FinRyse @FinRyse]

🚀 The countdown to the largest IPO in history has begun.
SpaceX is officially targeting a $1.75T–2T valuation.
But the real story is the "Fast-Track" Nasdaq entry.
We have analysed what this could mean for investors (in comment).
Check out our breakdown below. 👇 #SpaceX #IPO #Nasdaq100 #ElonMusk #FinRyse

[FinRyse @FinRyse]

In a few days, SpaceX is filing its S-1 at ~100x sales.

It might still rally.

The reason might have to do with $3bn of forced index-tracker buying, under rules three major index providers rewrote in the past six weeks.

Full breakdown here: https://t.co/1Exe1izwY7

[FinRyse @FinRyse]

Memory is still the trade in this AI-led supercycle (?)
SK Hynix (000660.KS), Micron ($MU), and SanDisk ($SNDK) all just posted monster results, but the bigger story is supply: $MU's High Bandwidth Memory (HBM) production capacity is 100% sold out for 2026, with major supply already locked into 2027! SK Hynix and SanDisk are showing the same demand-capacity mismatch.

$MU’s Q1 revenue beat estimates by c. 19% and EPS by c. 32%; SK Hynix and $SNDK also crushed expectations (e.g. $SNDK posting a 251% revenue surge).

That’s reflected in the YTD share price performance: $SNDK +558%, $MU +162%, SK Hynix +159%, all well ahead of the S&P 500 at +8%.

The key debate now is whether the upside is limited by capacity expansion timelines, since demand is still outrunning supply across the chain.

[Charlie Bilello @charliebilello]

Last 10 Years
NVIDIA $NVDA: +22,875%
Bitcoin $BTC: +17,205%
$AMD: +10,030%
Tesla $TSLA: +2,362%
Apple $AAPL: +1,233%
Google $GOOGL: +999%
Netflix $NFLX: +932%
Microsoft $MSFT: +844%
Amazon $AMZN: +717%
Meta: $META: +425%
S&P 500 $SPY: +312%
Gold $GLD: +245%
US Inflation: +39%

[FinRyse @FinRyse]

$AMD just smashed Q1: revenue hit $7.44B vs $7.13B expected, EPS came in at $0.96 vs $0.93 estimated. Showing that AI demand is translating into real business momentum, data center sales jumped 57%, and Q2 guidance came in at $11.2B vs $10.52B consensus.
The stock is already up +68% YTD and has more than tripled over the past year.
The interesting part: the market had already priced in a big move, yet AMD still managed to make the high expectations look conservative and the stock is currently trading at +12% after-hours.

[Financial Times @FT]

Coinbase plans to cut 14% of its workforce to capitalise on AI advances, as its chief executive vowed to rebuild the crypto exchange as an 'intelligence, with humans around the edge aligning it.' https://t.co/ySmiPuzrTV

[FinRyse @FinRyse]

Is the fear of a market crash keeping you on the sidelines? 🛑

Trying to time the market is a high-stakes gamble that rarely pays off (because of the risk of missing on high performing days). Historical S&P500 data shows that missing just the 25 best trading days between 1961 and 2015 would have slashed annualised returns from 9.9% to just 5.7%. Same idea applies to FSTE (see chart)

While market timing can rely on luck, Dollar-Cost Averaging (DCA) ensures you are always in the game, building wealth through consistency rather than guesswork.

The golden rule: Time in the market beats timing the market.
#Finryse #InvestingTips #DCA #WealthBuilding #StockMarket

[FinRyse @FinRyse]

AI is booming...and so is the bill!

Hyperscaler earnings: strong beats, weak reactions.
Classic “buy the rumor, sell the news” — fundamentals ✅, but AI capex is stealing the spotlight.

- Microsoft: Azure (cloud) +40%, AI revenue ~$37B run-rate. Still sold off on ~$120B capex => Takeaway: demand is clear — but spend is pulling forward returns.
- Meta: +33% revenue, massive EPS beat 📈Stock -6% after hours on $125–145B capex guide => Takeaway: market loves AI revenue, hates AI bills.
- Amazon: AWS (cloud infra) re-accelerates to 28% growth. But FCF hit hard by$40B+ capex => Takeaway: usage is ramping, monetization lag still matters.
- Alphabet: EPS $5.11 vs $2.62, Cloud +63%, backlog exploding 🚀Stock +6% AH => Takeaway: when AI growth is visible + credible → market rewards it.

The key shift: markets aren’t doubting AI demand — they’re questioning timing of returns.

But across the board, this looks less like overinvestment… and more like early validation of the AI infrastructure buildout.

Demand is here. Now it’s about operating leverage (margins) catching up.

[Amino 🧊 @Taurus4759]

@TSG__7 @illuviumio Keep some dry powder for future launches / incentives. Not more than 20% I would say. That's a very large USD amount already ;)
And don't distribute all of it in one go (otherwise it will get dumped)

[Amino 🧊 @Taurus4759]

@JohnnyILV @PiggyBankBR Thanks a lot Johnny. Very grateful for this and thanks organising this fun contest!

[Amino 🧊 @Taurus4759]

@JohnnyILV Another entry under a different theme :)
#JohnnysVeryBeyondChristmas

[Amino 🧊 @Taurus4759]

@JohnnyILV After much investigative work, I found out who's calling the shots in my Illuvitar collection #JohnnysVeryBeyondChristmas

[Amino 🧊 @Taurus4759]

@okaybears @MagicEden My vote goes to @MixMobOrigin #FlipWeb2

[Amino 🧊 @Taurus4759]

@AOFverse Nice giveaway! Here is my AFC

[Amino 🧊 @Taurus4759]

@KieranWarwick Username: Amino
Good luck everyone!

[Kieran.eth @KieranWarwick]

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