Chill2025
reacted to
$Microsoft (MSFT.US)$ when others rise you drop, when others drop you drop too, gahhhhh
10
1
Chill2025
liked
google is nice , went down to pick some of us up and continue its journey to 440
7
Chill2025
voted
"Starship V3 will be a fork in the road of human history" SpaceX IPO at $1.75T. How does that make sense?
Elon's logic is simple:
• Starlink alone is worth $1T
• Starship full reuse = space transport cost goes to zero
• Multi-planetary civilization is a $10T+ opportunity
• AI data centers in orbit, monopolizing compute
You're not buying a rocket company. You're buying the infrastructure monopoly of the next era.
Elon Ecosystem & Proxy Pl...
Elon's logic is simple:
• Starlink alone is worth $1T
• Starship full reuse = space transport cost goes to zero
• Multi-planetary civilization is a $10T+ opportunity
• AI data centers in orbit, monopolizing compute
You're not buying a rocket company. You're buying the infrastructure monopoly of the next era.
Elon Ecosystem & Proxy Pl...
33
7
3
Chill2025
reacted to
$Palantir (PLTR.US)$ You're finally awake!
Translated
1
Chill2025
voted
Columns Flow Focus | NVDA Is Yesterday's Trade — Today's Money Is Elsewhere, Are You Moving With It?
Indices closed broadly green, but leadership was anything but consensus. $SPDR S&P 500 ETF (SPY.US)$ ground higher, $State Street® SPDR® Dow Jones Industrial Average® ETF Trust (DIA.US)$ outperformed, and small-cap $iShares Russell 2000 ETF (IWM.US)$ and $iShares Core S&P Small-Cap ETF (IJR.US)$ rolled into 52-week peak inflows even as $Invesco QQQ Trust (QQQ.US)$ lagged. Dispersion was extreme: Homebuilders +...
55
7
24
Chill2025
voted
$NVIDIA (NVDA.US)$ 's earnings did not simply say AI demand is strong. They showed where the next AI infrastructure dollars may flow.
GPUs remain the center, but the next repricing wave is likely to focus on CPUs, memory, storage, networking, substrates, foundry and equipment. For investors, the better question is no longer just "who sells the GPU?" It is "who owns the next bottleneck in the AI factory?"
$Intel (INTC.US)$ $Advanced Micro Devices (AMD.US)$ $Arm Holdings (ARM.US)$ $Qualcomm (QCOM.US)$ $Taiwan Semiconductor (TSM.US)$ $ASML Holding (ASML.US)$ $Applied Materials (AMAT.US)$ $KLA Corp (KLAC.US)$ $Micron Technology (MU.US)$ $SanDisk (SNDK.US)$
...
GPUs remain the center, but the next repricing wave is likely to focus on CPUs, memory, storage, networking, substrates, foundry and equipment. For investors, the better question is no longer just "who sells the GPU?" It is "who owns the next bottleneck in the AI factory?"
$Intel (INTC.US)$ $Advanced Micro Devices (AMD.US)$ $Arm Holdings (ARM.US)$ $Qualcomm (QCOM.US)$ $Taiwan Semiconductor (TSM.US)$ $ASML Holding (ASML.US)$ $Applied Materials (AMAT.US)$ $KLA Corp (KLAC.US)$ $Micron Technology (MU.US)$ $SanDisk (SNDK.US)$
...
23
3
3
Chill2025
liked
$Palantir (PLTR.US)$ Don't buy at this price—don't buy. Start buying more as it drops toward 132, then 130. I just don't understand why anyone would buy at 134.
Translated
1
2
Chill2025
reacted to
2
1
Chill2025
reacted to
$Palantir (PLTR.US)$ They had a one-night stand; I had an overnight hit
Translated
2
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)