Everything is as it should be.
The Universe
Joined March 2024
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You must know that eventually, everything that you want will come to full fruition. And you and how you feel is the only factor that determines the length of time between now and that manifestation.
Believe in your ability to speak things into the universe. Don’t be afraid to dream big.
Just be sure to remember this when things finally do go your way:
2 things define you. Your patience when you have nothing and your attitude when you have everything.
~ Soon 🪐
Memory and AI seem to be performing exceptionally well.
Majority of Samsungs profits come from chip division - AI memory etc
Then you have SK hynix reporting $60B + in Q3 …like wtf are we doing here?
Legit insane numbers are being printing by the ai/ chip trade still.
Then you pair it with fed decisions and whatever warsh said. That shit didn’t seem bearish to me either. Seemed neutral/ dovish to me.
I truly don’t understand how people are calling a top on these stocks.
Idk if they’re right or wrong. Truly no idea.
Can anyone explain to me, aside from any squiggly lines people have drawn - what their reasoning for a top is here? Because I’m not understanding what others are seeing.
I mean this sincerely. Someone help me understand lol
SAMSUNG JUST REPORTED ITS 4TH STRAIGHT QUARTER OF RECORD EARNINGS
- Revenue: $145.5B, more than double a year ago
- Operating profit: $80.1B, up nearly 9x
- Net profit: $56.0B vs $64.2B est 🔴
Its chip division made ~$79.4B of operating profit, ~99% of the company's total, per WSJ. Its phone and home appliance businesses posted small losses.
ALT Photo Credit: Jung Yeon-Je/Agence France-Presse/Getty Images
Soon 🪐 retweeted
Pons is on a mission to further cement itself as the top platform on Robinhood Chain for Stock Token pairs.
To do this, we're allocating capital so we can be the largest LPs of Stock Tokens.
Robinhood Chain will win, and Pons will lead the way
Soon 🪐 retweeted
IF bitcoin has a follow up move tomorrow, you can probably blindly long $PEPE and $USELESS as the leaders currently.
Soon 🪐 retweeted
$USELESS this 1 hurts a bit, I was in this several days ago but got shaken out. Overall idea was USELESS was fairly bottomed + btc also was locally bottomed and useless was a decent expression for btc strength. Might get back in soon enough if we see bitcoin follow up
Soon 🪐 retweeted
$USELESS has caught up to $PEPE and is starting to outperform
outperformance about to accelerate from here IMO!
Soon 🪐 retweeted
more on why i think R/R favors being long $PONS from here:
• disappointing Robinhood earnings, but the RH crypto segment outperformed and stood out, with RH chain accounting for about a quarter of all RH crypto earnings. this lifted the entire segment
• Vlad gave an interview suggesting they're about to unleash catalysts for the chain
• $PONS has 88% of launchpad market share on RH chain, making it by far the best proxy to bet on the chain's growth
i think RH eco is extremely oversold, fudded to death, and written off at the moment
the consensus is to fade RH chain
and the way to win is by betting against the consensus
Robinhood earnings turned out incredibly bullish for the chain
VERY BULLISH!
Robinhood Chain played a critical role in their crypto earnings, which was their top-performing sector
@vladtenev didn't mince words and was very clear about what's coming for the chain
looks like things are about to get VERY exciting for Robinhood Chain from here
$PONS in particular looks primed for an aggressively explosive move to the upside
especially after a 77% pullback from its recent run to a $960M ATH
buckle up!
Soon 🪐 retweeted
looking like it's the $PEPE <> $USELESS barbell for memecoins again from here
as happened the last few times...
i'm expecting $USELESS to catch up and aggressively outperform from here
it's fascinating how $USELESS & $PEPE started the year outperforming almost everything else
and now the exact same pattern is repeating as we approach year-end
except this time, $USELESS is up 163% from its yearly open while $PEPE is up just 14%
USELESS has outperformed PEPE by more than 10x this year
(and both memecoins have outperformed pretty much every other memecoin on a decent enough timeframe)
in a market this volatile and unpredictable, identifying the assets that consistently bounce the hardest after corrections is EVERYTHING
anyone can look like a genius during a broad market pump
but when the market gets choppy, capital starts separating the assets the market truly wants from everything else
the assets that get bid the hardest during every recovery are often the same ones that aggressively outperform when the market finally returns to a sustained uptrend
and all year long, not a single memecoin — old or new — has consistently demonstrated stronger relative performance than $USELESS
the market keeps showing you what it favors
at some point, you have to pay attention
$USELESS is THE memecoin of this cycle
and i think the gap between those who recognize it now and those who realize it in hindsight is going to be enormous
Look at all the KOLS even across CT who said memory stock looks like it’s topping here.
Stop blindly following these RETARDS words like gospel.
Read this post. Understand how so many people were wrong.
This sector will grow exponentially.
Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.
Soon 🪐 retweeted
Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.