Finance

[text] Trade Usage AI Agent native LLMs

[image] 🔴 PREMIERING NOW My second LIVE interview on the @BitcoinArchive podcast. PART 1: BlackRock Attacked Bitcoin for 6 Months While Distracting You PART 2: $150 Oil Crisis & Fake War—Did Iran Just Beat Larry Fink?

[image] ملاحظة: بيتكوين لن يستمر كثير في هذه المستويات قد يهبط عنها ولكن في جميع الاحوال هذه الاوقات مستقبلاً سوف نتمنى عودتها اهم سؤال اين بيكون بعد سنين وليس بعد اشهر؟ ولا بشك بيكون بإذن الله بعيد جدا عن اسعار اليوم اي حديث عن اشهر او فترة بسيطة لا يهمني..

[video] الـ 6–10 شهور الجاية ممكن تغيّر وضعك المالي بالكامل 💸 البيتكوين بيكسر أعلى قمة له، وبعدها الإيثريوم يلحقه. مليارات بتدخل على العملات المتوسطة والصغيرة، والميمز ممكن تشوف فيها 10x إلى 100x القيمة السوقية للعملات الرقمية متجهة لـ 8–10 تريليون دولار بس أهم شي: لا تستعجل.

[image] 這次 台積電 法說會，不尋常地 bullish 1️⃣ 已量產 2 奈米，卻反而擴產上一代 3 奈米 這非常罕見。 👉 代表 AI 需求強到「上一代產品都不夠用」 因為 3 奈米主力就是 AI 晶片 2️⃣ 過去 capex 約 15% 投成熟製程 → 上季降到 ~10% 這次？直接不提 還要關兩座成熟製程晶圓廠 👉 資本配置已經完全倒向 AI

[image] All the doors open to you, If you are able to "play" with the numbers 💊

[image] EEUU dispara sus exportaciones de petróleo a máximos históricos. ¿Guerra en Ucrania? Europa pierde. ¿Sanciones a Rusia? Europa pierde. ¿Tensión con Irán? Europa pierde. La UE, el jugador más tonto de la mesa. Tú pagas

[video] 如果輝達 × Synopsys 成功打通 AI 晶片設計， 輝達將完成一個自我強化的飛輪： 用最新晶片 → 設計更快 → 做出更強晶片 → repeat。 👉 最強晶片，會一直領先。 就像 Anthropic 打通 coding 後， 產品更新頻率直接碾壓， 對手連車尾燈也看不到。

[image] Generational liquidity traps everywhere

[image] 🚨 Irán abre oficialmente el Estrecho de Ormuz. El petróleo se desploma y las bolsas suben.

[image] Reino Unido, Francia e Italia son más pobres que el estado más pobre de EE. UU., Mississippi. Canadá y Alemania son más pobres que el segundo estado más pobre de EE. UU. España no sale ahí porque no pertenece al G7, pero está MUY por debajo de Japón...

[image] Oracle已經悄悄包走Bloom六成燃料電池產能 外界以為 Bloom × Oracle 只是個 50–100MW 的試點 實際上已在執行 1.2GW——靜靜地跳過了「驗證期」 公司這次直接公布： 長約總量 2.8GW（含既有 1.2GW） 換算：$85億 revenue、$20億 EBITDA 未來三年，Oracle 一家吃掉 Bloom 約六成出貨 這不是「有潛力進 AI

[image] Why $STRC is a game changer.

[image] 又是講到口臭，但重要的事情必須講 n 次 AI 的外溢效應，已經擴散到原本不吃 AI 的產業 連成熟製程的聯電都開始宣布漲價了。 照這個速度下去 不只是手機缺、電腦缺， 本猿懷疑電動車都要快缺—— 供應鏈隨時重演疫情時的緊張。 這次不一樣的地方是—— 不是供應受限，而是 AI 需求真的太強。

[image] 🔴 PREMIERING NOW How The Banking System Turned YOU into a DEBT SLAVE

[image] Something is wrong with rewards right now, several people in the @Polymarket discord and on X reported similar. I tested this myself and with 200+ orders for over 3 hours and I earned just $36, dramatically lower than usual. TLDR - Touch grass this weekend. Time invested /

[image] 這就是為什麼本猿一直強調， 台積電是 AI 浪潮中最確定的贏家。 無論是 GPU、ASIC、或 CPU， 誰幫你做出來？ 答案很無聊——還是台積電。

[text] ImmunityBio $IBRX 2026 Key Milestone Roadmap February - Announcement of Saudi Arabia Investment Results: Official confirmation of the massive capital influx from Saudi sources. March - Projected Earnings Surprise: Expected explosive revenue growth following the Anktiva

[image] Nudie’s Bar in Nashville. The bar is about 100’ long and has Morgans on the entire thing. My guess was about 10,000 total since there is roughly 100 per foot of bar. I took that picture from the center of the bar only showing 1 direction.

[text] I think the #uranium market is about to “sell out”. 🇮🇳 India is signing long with @NAC_Kazatomprom and @cameconews. 🇨🇳 China already has its hands on Kazakhstan — and it’s basically embedded across Namibia. So when Western utilities finally wake up, they won’t be shopping.

[image] This is what the era of the Ideological Investor looks like

[image] GPU 不再是瓶頸了。 現在卡的是 CPU。 AI 已經從「算答案」 變成「幫你做事」（agent） Coding agent 可以 autonomously 工作 6–7 小時 👉 收入 6 個月內：幾十億 → $100億+ 發生什麼事？ • GitHub 開始不穩 • Microsoft 把 CPU 幾乎全賣給 Anthropic / OpenAI • Amazon CPU server 安裝量 x3

[image] Who likes the new 500 dollar bills.

[image] New Money Club EP32 this Thursday, 9pm HKT! Pt 1: Join us to talk about: -Daily news -Crypto scandals and more tea Pt 2: Guest Speakers: @youfadedwealth 🗓️12th March ⏲️9pm HKT 📍X Broadcast

[image] New Money Club EP34 this Thursday, 9pm HKT! Pt 1: Making Money on the Internet: •⁠ ⁠Chinamaxxing •⁠ ⁠Robotics, AI, Fintech, Crypto •⁠ ⁠Being a Creator Pt 2: Guest speaker @TobiasTBV from @tbvxyz 🗓️19th March ⏲️9pm HKT 📍X Broadcast

[image] Polonia 1990: economía comunista en ruinas. Polonia hoy: productividad laboral +140% desde 1996. ¿Qué hicieron? → Liberalización de precios → Apertura comercial total → Disciplina fiscal sin excepciones Las reformas valientes no dan votos. Dan décadas de prosperidad.

[image] A SHORT THREAD 🧵 Your timeline convinced you AI is saturated. Go talk to someone over 33 for 3 minutes. You will see reality is very different.

[image] Got bored and decided to pull out some of my stack

[image] New Money Club EP36 this Thursday, 9pm HKT! Pt 1: Making Money on the Internet: •⁠ ⁠Chinamaxxing •⁠ ⁠Robotics, AI, Fintech, Crypto •⁠ ⁠Being a Creator Pt 2: Guest speaker: @Zeneca 🗓️26th March ⏲️9pm HKT 📍X Broadcast

[image] 台股扣除台積電， 自2019年以來年化報酬 +16%， 跟美股旗鼓相當。 那些說"扣掉台積電還剩什麼"的， 不是觀點問題， 是無知的問題。

[image] Added two new ounces to the stack today. Might not be much, but when you stack a little monthly it adds up 🪙

[text] 🚨⚠️GOOD BOY CHECPOINT⚠️🚨 Like If you’re a good boy >.<

[image] Let's get some random silver in the timelines..

[image] 傳奇投資者 Howard Marks 也開始怕 AI 了。 本猿居然錯過他 2 月那篇 memo——當時整個市場都被伊朗戰事洗版，注意力直接被抽走。 一直以來偏保守、喊「美股估值過高要降倉」的 Marks，這次居然說：AI 是真實的。 重點不是他講了什麼，而是他「怎麼變的」： •最近實測 Claude 後，他明確感受到： 👉

[image] 🔴 PREMIERING NOW Bitcoin Is the Exit—Simon Dixon & Natalie Brunell

[image] Buying #SILVER from my local coin shop

[image] 本猿去年底的供應鏈調查，如今完全應驗。 擔心 AI 需求根本是多餘 ——需求強到正在炸出缺貨潮。 1️⃣ PCB、CPU 交期近一年； 2️⃣ 電源 IC：21–26 週 → 35–40 週； 3️⃣ 遠端管理晶片：11–16 週 → 21–26 週。

[text] TDT Model #1 : H4 → 15m → 15m / 5m / 1m TDT Model #2 : D1 → H1 → H1 / 15m TDT Model #3 : W1 → D1 → D1 / H4

[image] 📊 What’s Inside $BLOX Nicholas Crypto Income ETF Actively managed ETF with Bitcoin & Ether exposure via ETFs/ETPs plus crypto equities (miners, exchanges, blockchain, DeFi). Uses options on holdings to generate weekly income while targeting growth. ⚖️ ~36% Annualized Yield

[image] Trolls Den 🏔️ MEGA SPACE 🔥 We extend the application phase with another 24hrs to give more people a chance to get in 💜 New DEADLINE: Tuesday at 2pm EST ⏰ Current Line-Up: Host 👑 @TrollKingXPX Co-Hosts 🎙️ @jessicacrazycat @TrollsDenX Special Guests 🫱🏻‍🫲🏼 @peanutt

[image] Here is the $IBRX analysis and data I’ve compiled. ​I’m sharing this once again, as I believe it will be helpful to reference for your investment decisions. @DrPatrick @ImmunityBio

[image] 📊 #NEOS Boosted vs High Income ETFs: Yield Comparison 🟢 $SPYI 12.04% | $QQQI 14.1% | $BTCI 28.05% 🔵 $XSPI 17% | $XQQI 20.7% | $XBCI 38.8% 🚀 Boosted = ~150% synthetic exposure + extra call writing for higher income, but higher risk/volatility. 🤔 Risk worth the reward?

[image] Most underrated chart in finance. As $STRC daily and weekly volume stay above $100, it’s a positive feedback loop for buying potentially 2800+ Bitcoin THIS week. @rohanhirani @phongle @saylor

[image] New Money Club EP39 this Thursday, 9pm HKT! Pt 1: Making Money on the Internet: •⁠ ⁠Chinamaxxing •⁠ ⁠Robotics, AI, Fintech, Crypto •⁠ ⁠Being a Creator Pt 2: Guest speaker: @TheOnlyNom 🗓️9th April ⏲️9pm HKT 📍X Broadcast

[image] 📊 State Street has quietly built a strong lineup of sector based income ETFs Here are the funds + approximate yields: $XLBI 9% $XLCI 10% $XLEI 11% $XLFI 9% $XLII 10% $XLKI 14% $XLRI 14% $XLSI 9% $XLUI 7% $XLVI 10% $XLYI 15% ⚖️ Sector diversification + income in one lineup.

[image] A lot of successful people you think are better than you aren't actually, but one thing they have in common is that they know how to seize opportunities early enough to be on the winning side before you. Yes, that's the difference. They are active, practical, and intentional.

[image] We view Bitcoin as fairly valued at current levels. If that assessment is correct, then @litecoin is clearly undervalued. Litecoin’s growing network activity and perfect reliability are not a threat to Bitcoin. They are proof that a second Bitcoin-like network can function

[image] 📊 XFunds $GLDN & $SLVX First Distributions Paid $GLDN Nicholas Gold Income ETF Weekly Distribution: $0.06 Implied Yield: 15.14% $SLVX Nicholas Silver Income ETF Weekly Distribution: $0.11 Implied Yield: 25.85% 🤔 Thoughts on these two new funds and their initial yields?

[image] JUST IN: Government has approved the payment of salary arrears owed to nurses and midwives posted in the 2024/2025 recruitment year. This will be paid in instalments using the following approved payment schedule: Apr - 2 months May - 3 months Jun - 3 months Jul - 3 months

[image] #ImmunityBio is set to lead an infinite cancer treatment market. :) Our community is looking for fellow investors who believe in $IBRX vision and wish to join us on this journey. We look forward to seeing you there!!