🐧 @Pentosh1

$BB first order got filled at the open and added 25,000 shares to my position Have some lower but not sure they will get filled since it just went up 6% from the open. Plan remains the same. However I might be 1 quarter too early on my thesis. Where I think looking at the timing of recent comments it’s going to be the current Q we see the big results vs q1.

@trading_axe @blknoiz06 I shoulda kept my peng lol I sold in the 40’s 😭 I’ll have to find a place to get back in

aerodrome-finance:native revenues are redistributed to veAero holders Tokenized stocks backed 1:1 coming backed with real dividends (see post 2) which means more swaps/volume prob goes to .74-.75c in the near future imo around the time of the main-net release, with a pit stop around .60c likely. the chart looks very constructive, I'm not sure ill hold it past that but its the first level that comes to mind off this support This is a pretty small play for me, as just dipping my toes back into this specific market outside of hype. Just looking for some strong plays that have a good combination of FA + TA without the crap tokenomics

fwiw my entry was 5.79 but this just means you've not done any dd 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 already being integrated and is becoming crucial, 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. Weekly calls with NVDA as heavily integrated Miltiary contracts, being used in submarines being built in the EU A tech stack that can't be rebuilt. Would take a decade + over 10B 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 434m in cash and investments end of last year 232m net cash the cybersecurity portion did 72.5m last q qnx is the big growth we are looking at this q

$BB earnings is coming up and we are entering the potential dip zone I had outlined 2 weeks ago. I'll be a buyer this next week All the signs so far are hinting at a pretty strong earnings, at least from previous public statements and guidance in terms of growth. So the moment of truth is here. My plan is to hope to end up with some free shares. The portion that I buy, I will likely sell if we have a strong rally into earnings, and after. Then keep the net difference at 0 cost. Just fyi

@GOLDEN_DQM @Globalflows brotha. I have been in this trade since before the twap I have added it to it from 28, 37, 41, 55, and 65. So the twap is just a current thing. i also have looked at the others hence why i have been long hype.

1. Both, I am trading and holding. But I view it as a core position in my portfolio. I have even considered denominating in it (but haven't done so) When I have something I view as a core position there are a few approaches I take. Two separate accounts. One is the main position. One is for trading, swings or scalps. Early on I will take those wins, and then add those to the core position if its high conviction like this has been. As it progresses into the rally then the trading account portion just goes into cash and I no longer add to the core position. Later on, of course I look to sell. I will probably keep a good amount staked though bc I think the upside potential over several years is very high. 2. Hacks are always a risk. There is no way you can say that nothing is possible as much as we want to. But in general, no I'm not concerned about it. My main spot hype I dont keep on the exchange 3. Yes, I trade on HL as well as CB. I think it's a top tier product. And now that they are beginning to offer spot stocks I actually think I will likely even run some other strategies there that can't be run anywhere else

$HYPE outperformance on all time frames weekly monthly quarterly yearly Hype + equities has been incredible mix. Hype bc it obviously is the best team and fundamentals in the space. equities nothing has to be said there really This been the only altcoin i've been trading this year too

go look at purr from low to high and then hype from low to high. purr actually outperformed i think you are misunderstanding the mechanics of it. again, it is accretive i do own hype, i already stated that. purr is another expression of that for people who aren't on chain. i dont own purr

$GLXY this position was initiated with a current cost average of $26.74 They are building out the largest data center in the US. It's currently at resistance so I wouldn't exactly buy here. But either look for pullbacks, or a breakout and retest. This one Im about 60% long of the position size I want it to be. So still looking to accumulate. That is done through one brokerage being a core position, and a second for scalping and then adding the net profits to the main position.

$BB I would like to continue to add in that box. This particular stock while it has been fast moving for us, being up 2x just this past week. It is one that I will keep for a long time. I am not day trading this in and out of positions, but building one. I may at time trim 5% which is only used to be added back lower + the net proceeds difference to build more shares at a 0 cost. But thats about it. Avg cost is $5.66 now

So a few charts coming out in this thread. Its not organized at all. So far this was the local top. The decision to shift from momentum chasing to dip buying was a good one. I will try to get out more soon. But this is a good start $MU and $EWY are here. I dont know if we get down there, but these are areas I'd like to start building some positions. markets in general are just a big pendulum, they over extend each way. SPX would like to start bidding as we appraoch the prev ath's IF given as well. My core positions have remain unchanged. I have added a few new ones recently as well. More on that later.

gm looks like we got some stink bids filled overnight on hyperliquid:native not sure what to expect in the short term but have a feeling we close this week above $70 lets see

Recent positions and losses. $BB: 5.79 current 9.76 $USAR: $17 current 30.32 $UUUU: cut this around BE $DGXX: $8 avg now current 8.33 $HYPE: average has moved up a lot $42 current $73 $HIMS was cut after earnings at a loss $Peng: $37 current 72. Sold $44 😭 In a few sub 1B caps but don’t really feel comfortable sharing those due to market cap. And in a lot of others but mostly for very short term trades. Days. Week. . Like some high profile momentum plays. I probably only share 10% of what I do. Most I don’t share bc there’s just been big moves and think if you don’t know how to trade them the risk is quite high chasing late.

@NicolasFlamelX I bought a little bit of your shill this am Although was hoping for more lower been awhile. Last time rode it from $20 to $42 and sold at $32. This time much smaller but will look to add at some point. But at least started a bag.

$BB Im not a seller anywhere at least for the next year or two unless something crazy happens, but am a dip buyer. Last add was at $8 on top of the $5.79 buys as shared, and I will just continue to look for places to add a little more. If we see a broader sell off in the market this month, then that will be the time for me. It's fun to watch, but outside of that not taking any actions. I expect that a lot of people will have borrowed conviction and at various times that will get tested. But I'm more focused on what the company is becoming, and where that road leads vs a quick flip. I am saying this while price is up. I never advise chasing price either fwiw. And just look for good places to deploy along the way with enough patience on each end of the PA

hype has been one, I have added to the longs numerous times during the uptrend, and even during the regulatory fud vs a standard take profit. BB is another, I had conviction there, but unfortunately didnt get the size on. so the execution wasn't there although i did add a little bit to it at 8.08. I think there will be opportunities to add to it though. maybe if for example oil supply gets out of hand and markets blow up for a bit. The reason Im not too worried on that one is bc that one is more of a multi-year thesis and dont think it will get too much away from me.

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

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.

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.

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

Took a position in $HIMS here at $27.55. Earnings are next week so there will be some vol around that, but I believe it's pretty clear that the demand for peptides is going to continue to grow faster than people anticipate.

$URA is another great one that is looking primed for a breakout. It continues to knock at this resistance with higher lows, feel its just a matter of days or weeks until we see a strong move higher. Only started building a position in the past week or so. I do think with the energy/nuclear plays you need to take more of a longer term thesis though as opposed to what we've seen in the "ai bottlenecks". As the nuclear sector in general is going to take some time. AI is a huge tailwind of this obviously but the entire global sector is expected to expand with over 30 countries planning to triple nuclear capacity in the decade + ahead. Not to mention there's been a huge structural deficit. Supply can't respond quick enough so there is a multi-year or decade shortfall. We know two things. It is coming, and it will take time.