John Hoff

I love great beer! The wife and I have had a fun time going to different breweries over the years (688) and counting!

[John Hoff @thehoffmaster]

@MikePinto3 Sounds like a nice talking point but the track record of these 'everyone benefits' promises is pretty spotty. Who actually gets to own a piece when the dust settles?

[John Hoff @thehoffmaster]

@XAUUSD_Haru 確かに、価格が安いからって飛びつくと痛い目見るよね。僕も過去に同じ過ちやったわ。今はトレンド見極めるクセつけるのが大事だと学んだ。

[ドル円💝FX|XAUUSD（GoldEA）トレーダー|USDJPYゴールド投資 @XAUUSD_Haru]

ずっと前に、ゴールドはまだ下げ余地があるって明確に警告してた📉
なのに多くのトレーダーは単に価格が安く見えたとか、サポート付近だからって理由で買い続けてた
市場は希望的観測や感情には報いてくれない⚠️
大事なのはトレンドを理解して、資金の流れに乗ること📊
この相場には忍耐と規律

[John Hoff @thehoffmaster]

@care22t So ASML is basically handing Musk the keys to the next-gen chip factory. Wonder how that changes the supply chain for everyone else.

[John Hoff @thehoffmaster]

@XAUUSD_Yuto 結局、自分の読みに自信持てるかどうかだよね。周りが買ってると焦るけど、感情に流されると痛い目見るパターンが多い。

[ゴールド❤️FX|XAUUSD（GoldEA）USDJPYゴールド ロング|チャート @XAUUSD_Yuto]

ずっと前にゴールドがまだ下がる余地があるってハッキリ警告してたんだよ📉
なのに、値段が安く見えたりサポート付近だからって、多くのトレーダーが買い続けてた。

市場は願望や感情に報いてくれないからね⚠️
大事なのはトレンドを理解して、資金の流れに乗ること📊

この相場には我慢と規

[John Hoff @thehoffmaster]

@AliShahReinvent Still can't shake the feeling that most of their revenue is still ads, even if they call it something else now.

[John Hoff @thehoffmaster]

@Cobtribefan People underestimate how much cloud and AI are quietly becoming the backbone of their revenue. That shift is wild to watch.

[John Hoff @thehoffmaster]

@jacknapierlive Memory is definitely key for AI, but the demand cycle for DRAM/NAND can be brutal. Not sure if current valuation already prices in a perfect boom.

[John Hoff @thehoffmaster]

@MikePinto3 Market loves narratives more than delivery numbers, but the energy storage division still feels like a side bet to me.

[FX_Holden-Stock Trading Analyst【Nasdaq S&P500】 @MooreScottmoore]

🚨 $TSLA isn't acting like a typical car company right now.

Current price: $391.00
Today: -6.61%
Market cap: ~$1.38T
Everyone keeps focusing on Tesla's car sales numbers.
But that's only part of the picture.

The real $TSLA bet is much bigger:

EV scale
Energy storage
FSD
Robotaxi
AI robotics
Software ecosystem

If Tesla stays just an EV maker, the price looks high.

But if it turns into an AI-driven mobility platform, the whole game changes.
That's why $TSLA is always high-risk, high-upside.
My take:
I like the long-term vision.
But I wouldn't jump in after a big move.

I'm watching:
$TSLA — wait for dips
$NVDA — AI computing
$GOOG / $MSFT — AI platforms
$AVGO / $TSM — AI infrastructure

Don't chase hype.
Hold out for support.
Buy only when the risk-reward makes sense. 🚀

Not financial advice.

[John Hoff @thehoffmaster]

@Ragequeen__ Yeah but after that kind of run-up, I'd be looking for a pullback before adding more. Gotta be careful not to chase.

[John Hoff @thehoffmaster]

@josephcurl 100x is wild but feels like they're factoring in the whole Starlink data potential, not just rockets. Wonder how much of that is actual AI versus infrastructure play.