🐧 @Pentosh1

RT @crypto_condom: Patenting TIL production is a big deal for @IovanceBio. Traditional biotech companies have drug patent limits of 7yr & 1…

Had one pretty crappy call in hims this month and that sucked, but everything else has gone +20% minimum from time of entry. Some things starting to approach 2x. Not bad, but the conditions have been pretty easy too. One thing I'll say, if something goes up 20%, you can just assume my stops have been moved to break even at least. I won't hold anything that moves like that into a loss.

@smartchainmoney $0.0000 i bought atm faggot if you want to put up 100k to verify this via a broker im down

$DGXX Finally looks ready to break out after a period of consolidation. Going to give both the bull and bear case so you can evaluate for yourself. They have a $CBRS deal. A 10yr, $1.1B agreement that gives them a multi-year revenue runway. All they have to do is execute partially. They are debt free. they OWN generation. In an AI buildout where power is THE bottleneck, owning 60MW+ with a 1.3GW Loi The are pre rev, and the prev earnings left a lot to be desired but that was PRIOR to the CBRS deal. Which materially changes everything. Again, as long as they execute. Right now, power is the constraint more than chips. A few things. These things take time to play out. The buildouts will be years in the making in general.

@JSeyff @Grayscale lets goooo

@icobeast -1% on Saylor buys of 1B+ -2% on Ibit sells of 1B+

I actually bought a little more today and will likely continue to do so. CEO- no longer a company in transition, now a profitable growth comapny phase. 5% stock buyback. Stated rule of 40. In 275m vehichles, will be in robotics, defense, and medical applications. Secure communications being a “digital sovereignty tailwind” governments wanting non-us dependent secure comms. they just showed off a QNX powered humanoid demo. + nvda parntership integrated with THOR/halo safety stack. Can go on and on but think it’s a great multi year play with immense long term upside.

@Crypto_Rick16 @EnjoyingZones sndk didnt do 32x in 2-3 months ha

@buyerofponzi Im actually at this event now, we are trading semis, bottlenecks etc, we got spots open brudda. Hit me up! $2500 entry. sandwich included.

That may be true. I think obviously it was when we were starting from 0. But then the space grew and “matured” But you have stocks, especially semis doing what crypto did in 2021. And we know that there’s going to be another 7.6T or so in Expected commitments there in the AI buildout in just the next few years. Allegedly. So capital will just continue to go there. Will there be periods of crypto out performance. No doubt. Will it be like 2017 or 2021? Unlikely at this scale

There are a couple physical AI companies that imo are just starting their uptrends with some pretty decent upside over the next few years. Going to write about what I'm looking at shortly, and I'm open to your suggestions as well if you have them. Feel free to share AI started as software, but now AI in entering the stage of having hands, arms, and eyes Robotics is essentially going to solve for some parts of a 55-60T annual problem. Which is labor. These robots will have an upfront cost, but over the lifetime of them might only cost around $2 per labor hour vs the average of $40 or so in the US. While we are a bit early to robotics companies going public, we can still buy the "bottlenecks" of many of these that are going to be supplying all the parts to build them.

Here’s all my calls. Hype at 28 and 38. Again at 41. Added more at 55 Hims was a miss. That one sucked. But still went about 7% post call. It was def bad though. UUUU went 20% from time of entry. If you held that into a loss. That’s a skill issue or risk management. Usar at $17 and 21-22. It’s still 50% above the 17 mark. It’s like 24-26 right now. Btc at 78k. Said it was invalidated at like 79-80 BB tweeted at 5.79. It’s at 8. There’s not one that didn’t at least go up 5%. Every single one you could have rode up or gotten out at be. If that’s bad. I’d like another serving I also didn’t long btc or alts on the way down from 10/10. Except for btc twice. 85-93k and 69 to 76k. Then 78k. Each gave a 10% rally roughly. Except the last one. That’s all my calls. And what happened to each

The dip coming a bit sooner than expected. I nibbled a bit here at $55.5, but would ideally like the opportunity to add big in the low 50's for $HYPE. IF we get it. Which idk if we will or not Of course, price wont move up in a straight line but the fundamentals have never been better and price discovery likely continues over the next few weeks. It just depends on your time frame. Some people think about where hype might be in 3-5 years, and some people think about 3-5 days. I think about both. if price is down even 1%, i wonder if my idea is invalidated, how could i be so stupid. if its up, I know im a fucking genius. Today I have been both, stupid, and a genius. I also began a small position in $LIT. Down 20% on the day, would expect a decent recovery there. Not that these two are remotely the same thing.

@transrepublic I mean. I’ve shared a few bb paote and rt’s m for the last month back in the 5.70 range and commented under cc as well. Sorry you rely on others to take action for you

$BB obviously up big today. A few reasons for that. One, they are generating huge free cash flow now, and the guidance set is that will continue. They also are doing a 5% share buyback, so there's no dilution risks to investors. Physcial AI, Robotics, NVDA partnership, medical, QNX being used in both Autos and the military like submarines with defense contracts. Robotics is currently viewed as a 4T market which they are going to play a role in. Large rev growth last year at 78% margins. I think in the next 1-2 years this is trading several multiples higher. Also @crypto_condom was the reason I originally got in the trade so the credit should go there for spotting this so early.

RT @pdamodaran: The main takeaway from yesterday's CIBC conference for $BB was this from John Wall, when asked about $NVDA collaboration an…

Yep. Unfilled. Kinda sucks bc wanted to do a larger position size than normal. The FA: $BB recently integrated it’s OS into NVDA’s Thor platform and halos safety stack. With robotics, and medical as well as Naval submarines. They already have a huge sticky growing base in automotive which is going to expand even more rapidly than it already is. +10% rev grwoth last year, 78% margins. 950m QNX backlog (same thing in autos/submarines) looks like they will get a lot of sub contracts from the EU. Don’t really know how to value the AI safety layer it could be massive or it could be nothing. its an unkown. 100m+ in operating cash flow bought back a few % of the stock and plan to buy back up to 5%. + physical AI side

@andrewm04881094 people withdraw from a US cex like CB to HL. (they can find it already) in the majority of cases

@themoontography @issathecooker Have you traded perps on Coinbase? Or used it to hedge? Whats your experience been?

@ThePumponomics Officially Licensed deal with SPX CB and Circle ETF’s already approved It’s coming and likely will be a positive They are doing everything right

@Broculi404 is this a real question? Uhhh have you seen how HL can move on weekends with macro events? just one example

@Steffan0xd Did you see the Bitcoin ETFs?

Let's say that regulation is imposed on $hype The consensus so far is that it's bearish bc SOME of retail would flee. Only the left tail risk has been largely discussed, but not the right tail. Revenues could even 5-10x. Right now, institutions can't touch Hyperliquid in the US. No KYC means no hedge funds and asset managers. There's compliance around using unregulated offshore derivatives. If we get a compliant path in the US which is likely. Then sure, you might lose some small retail traders, but you're going to end up with billions more from institutions, hedge funds, prop desks, asset managers on chain. Hedging exposure, putting on delta neutral trades, 24/7 trading etc. Lower fees than CME. I think the bull case, is bigger than the bear case with regulation. Jeff is already working on this, there is no doubt about that.

@MacroMate8 Or big institutions trade on chain dwarfing the retail that flees and HYPE ends up being 5-10x the size

No, I don't think all the above things are true. and I'm not about having all my bags pumped. I've spoken out about changing the fed chair for example in the past, and even asked that do what is better long term for the country than have short sighted views just to benefit the market bc it comes at a consequence. I do think btc would be below 50k if someone else was in office, only bc they have been anti-crypto entirely, and quite openly. and there are many reasons I could point to for that to back it up. I don't think i can have a conversation with you bc you aren't willing to discuss facts. You don't want debate, you just want argument and won't accept anything less than what you already believe bc you believe your beliefs are the only right ones. And since you believe something there is no way to argue it. since the power of belief itself can't be argued. I also think you have some sort of mental illness and probably need help bc for some reason you reply to all my tweets no matter the subject with something about trump. its consumes you in a weird and unhealthy way and for some reason you direct it at me like I have the power to change or do anything or am some way in responsible. I truly hope you seek, and get the help you need. There is a whole world out there to enjoy, your only going to live once. I hope you don't look back on your deathbed and think, I should have argued more with a penguin on the internet no matter what the topic was bc it consumes my every fiber