thomas-powers.base.eth

🖨️ 💵 💵 捌方来财 💵 💵 🖨️

📈 YouTube: Powers Capital (link below)

🎙️ 🏈 ⚽️ Sports at @MidSeason_Form

📍Fargo 🦬 Space City 🚀 鹅城 🛩️ "The Swamp" 🚘 Boca 🏝️

[thomas-powers.base.eth @thomas_powers]

👇🏻 I've been covering (and buying) $ENPH all year.
https://t.co/FIrTMv9rt4

[thomas-powers.base.eth @thomas_powers]

buy order filled today. let's see if this holds up...

[thomas-powers.base.eth @thomas_powers]

I told Google to find me 10 beaten-down SaaS stocks...
1. @Adobe - $ADBE https://t.co/WJqORKWsSG

[thomas-powers.base.eth @thomas_powers]

nothing spectacular, but let the record show that while the rest of the market is a bloodbath, $PFE is up 1.36% today

[thomas-powers.base.eth @thomas_powers]

the more I look at the $PFE chart, the more I like it.
https://t.co/faXYiNGAa3

[thomas-powers.base.eth @thomas_powers]

@2xnmore love it! now watch as ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 drops at least 38.79%

[thomas-powers.base.eth @thomas_powers]

the body of today's candle just moved above the tail of yesterday's candle... bitcoin:native

[thomas-powers.base.eth @thomas_powers]

if todays bitcoin:native candle holds, it does meet the criteria for a bottoming tail. this means unless we see a close below the tail of this candle, probabilities favor "up".

[thomas-powers.base.eth @thomas_powers]

@NoLimitGains $KOID

[thomas-powers.base.eth @thomas_powers]

on bitcoin:native, I'm looking at the .618 (≈$57,800) for a probable macro bottom and the .786 (≈$39,200) for a less likely absolute worst-case scenario bottom. #Bitcoin

[thomas-powers.base.eth @thomas_powers]

to be fair, I evaluated all these in a few seconds.

testing to see if I could literally glance at a chart and make an accurate assessment.

fortunately, I put quite a bit more effort into sussing out stocks before I put them in my portfolio.

[thomas-powers.base.eth @thomas_powers]

"shots in the dark":
$PYPL - up, $TEAM - up, $ASTS - down, $CRCL - down,
$FIG - down, $RKLB - down, $SOUN - down,
$TWLO - down, $XYZ - up, $SPIR - down

[thomas-powers.base.eth @thomas_powers]

2 months, 25 days later, I'm 3/10 on these:
🚫 PYPL up (-4.42%)
✅ TEAM up (+29.89%)
🚫 ASTS down (+18.18%)
🚫 CRCL down (+9.3%)
✅ FIG down (-12.66%)
🚫 RKLB down (+99.19%)
🚫 SOUN down (+9.46%)
🚫 TWLO down (+50.70)
✅ XYZ up YES (+14.44%)
🚫 SPIR down NO (+131.52%)

[thomas-powers.base.eth @thomas_powers]

WOW. Not sure if i'm completely on board with this theory, but it's an interesting take.

[Milk Road Macro @MilkRoadMacro]

Gavin Baker is one of the best tech investors alive and he explains why the AI cycle might actually avoid a bubble.

Every major technology in history ended in a bubble. Railroads, canals, the internet and even the PC. Every single one.

The pattern is always the same:

1. Investors get excited about a genuine breakthrough

2. Diversity of opinion breaks down

3. Everyone converges on the same thesis

4. Valuations disconnect from reality and then it collapses.

But Baker thinks AI is different this time and that's because of a physical constraint that no past technology ever had:

Watts and wafers.

TSMC is run by what he calls "flinty old men and women" who view themselves as the guardians of the most important institution in Taiwan. Jensen Huang flies to Taipei every three months and pushes them to double or triple capacity. They expand about 5%.

Here's Baker's math:

If TSMC actually gave Jensen what he wanted, Nvidia could probably sell $1.5 to $2 trillion worth of chips next year. He really believes that. The demand is there.

But a boom that size would almost certainly end in a bust. And a bust is catastrophic for TSMC. So TSMC's conservatism isn't a bottleneck. It's a release valve. A real-world physical constraint that enforces discipline on the whole cycle and prevents the kind of overbuilding that turned the internet boom into the dot-com crash.

Baker believes TSMC is the key reason why we won't have an AI bubble.

[thomas-powers.base.eth @thomas_powers]

Look at all the Obsidian posts you want, but these combos handle ≈95% of what an average user needs for note taking/productivity.

iOS/MacOS: Apple Notes + Reminders
Windows: Microsoft OneNote + Microsoft To Do

[thomas-powers.base.eth @thomas_powers]

@cryptomanran

[thomas-powers.base.eth @thomas_powers]

has ethereum:native left the chat?

[thomas-powers.base.eth @thomas_powers]

it ain’t much but it’s honest work rain:native

[thomas-powers.base.eth @thomas_powers]

👇🏻why am I moving back to China?

[Mario Nawfal @MarioNawfal]

🇨🇳 Huawei's Maextro S800 is the most advanced luxury EV you can't buy in the U.S

You can thank trade wars and sanctions for that

[thomas-powers.base.eth @thomas_powers]

one of my new favorite stocks, $LINE, is headed into resistance on the heels of a strong Q1. #REIT

[thomas-powers.base.eth @thomas_powers]

*next gap fill is $166.25

[thomas-powers.base.eth @thomas_powers]

is $ENPH headed into a ton of resistance?

I think so. This is the part where I have to decide:
am I trading @Enphase, or investing in it?

If I'm answering honestly, it's both.
Considering taking 50% out with intent to buy lower.