Random Walk
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$Coinbase (COIN.US)$ is everyone still riding on this wave? Those who went in big at 140-145 😆
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Random Walk
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$Futu Holdings Ltd (FUTU.US)$ Whenever I feel unsure about holding this stock, I use a competitor's app. The horrible UI/UX out there is all the confirmation I need to keep holding Futu.
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Random Walk
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Bitcoin has climbed back above $70,000. It briefly touched $74,000 intraday yesterday before pulling back, and is now trading around $72,000. Previously, the $70,000 level had been a key resistance that BTC struggled to break through.
This latest crypto rebound is the result of four converging drivers:
(1) U.S. spot Bitcoin ETFs have seen net inflows again, with Bloomberg reporting a reb...
This latest crypto rebound is the result of four converging drivers:
(1) U.S. spot Bitcoin ETFs have seen net inflows again, with Bloomberg reporting a reb...
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Random Walk
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🚨24-Year-Old Trader Turns $225M into $5.5B: He Didn't Bet on AI Models, but on AI's 'Electricity'
There’s a wildly crazy trading story in the market recently.
A 24-year-old fund manager turned $225 million into $5.5 billion in less than 12 months.
Many people assumed such returns must have come from leading AI stocks.
But if you look closely at his portfolio, you’ll discover a completely different logic.
He didn’t bet on AI software.
Instead, he bet on the bottleneck of AI infrastructure.
The largest single holding is:
$BE
Position size approximately $885 million, accounting for about 20% of the entire fund.
What is Bloom Energy's core business?
Providing distributed energy systems for data centers.
In other words—
AI requires computing power, and computing power requires electricity.
This is the most overlooked part of the entire AI infrastructure chain.
His second major bet is:
The CoreWeave ecosystem.
He recently added $300 million to his position, bringing his investment in CoreWeave to $700 million.
At the same time, he also holds approximately 10% of Core Scientific's shares.
One point that many people overlook is:
A large number of Bitcoin mining farms are being transformed into AI data centers.
The reason is very simple:
The mining farm already has the three key elements AI needs most...
There’s a wildly crazy trading story in the market recently.
A 24-year-old fund manager turned $225 million into $5.5 billion in less than 12 months.
Many people assumed such returns must have come from leading AI stocks.
But if you look closely at his portfolio, you’ll discover a completely different logic.
He didn’t bet on AI software.
Instead, he bet on the bottleneck of AI infrastructure.
The largest single holding is:
$BE
Position size approximately $885 million, accounting for about 20% of the entire fund.
What is Bloom Energy's core business?
Providing distributed energy systems for data centers.
In other words—
AI requires computing power, and computing power requires electricity.
This is the most overlooked part of the entire AI infrastructure chain.
His second major bet is:
The CoreWeave ecosystem.
He recently added $300 million to his position, bringing his investment in CoreWeave to $700 million.
At the same time, he also holds approximately 10% of Core Scientific's shares.
One point that many people overlook is:
A large number of Bitcoin mining farms are being transformed into AI data centers.
The reason is very simple:
The mining farm already has the three key elements AI needs most...
Translated
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Random Walk
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The Dow-30, S&P 500 and Nasdaq Composite all sank Thursday as the broad market declined on soaring petroleum prices, which rose after Iran claimed to have struck an oil tanker in the ongoing U.S.-Iranian military conflict.
The $Dow Jones Industrial Average (.DJI.US)$ shed 848.80 points (1.7%) to a 47,890.61 close, while the $S&P 500 Index (.SPX.US)$ shed 55.02 ticks (0.8%) to 6,814.48 and the $Nasdaq Composite Index (.IXIC.US)$ lost 137....
The $Dow Jones Industrial Average (.DJI.US)$ shed 848.80 points (1.7%) to a 47,890.61 close, while the $S&P 500 Index (.SPX.US)$ shed 55.02 ticks (0.8%) to 6,814.48 and the $Nasdaq Composite Index (.IXIC.US)$ lost 137....
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Random Walk
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$Coinbase (COIN.US)$ will push to 200+ this month
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Random Walk
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$iShares Silver Trust (SLV.US)$ Rick Rule : Do not mistake a liquidity event for a solvency event. If you liked them at $30 silver, you should love them when the paper market "fakes" a drop while Shanghai is screaming $96. $XAG/USD (XAGUSD.FX)$ Paper Silver is Decoupling from Physical. Get Physical related. gd luck to us all
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Random Walk : Always out. I do not understand where are the optimisms coming from. There is no catalyst for Crypto and Coin's EPS will continue to decline for two years relatively to the previous years. Please share your insights. Thanks.