Now thatās a great rage bait post, great work @SenAlexPadilla
a general āinvestigate Elon muskā warrants a lot of āfor what responsesā & offers nothing of substance
If this was a serious post, then Iām sure youāre a loser
But if this was rage bait, truly incredible post
Youāre bearish for good reasons
Iām bullish for better reasons
i am bearish btc/eth & large cap stocks believe btc & eth have broken mid timeframe trend and will continue to accelerate to downside under 82k/2400
dont think the average retail speculator is going to slow down tho, Q4 is going to have a lot of volatility for traders in both directions & believe pockets of onchain will do well
headline risk is also very real and continues to impact markets, this week specifically we have fomc + lot of important earnings releases
technicals am bearish bc ai momo stocks look like parabolic blowoff top into following lower high and loss of trend, even mags stalling at ATHs, the breakout on Qs that looked great a few weeks ago has played out as a deviation above the highs
as it stands ai generally feels like there is a lot more uncertainty on where the next growth of revenues is going to come from, sofar we have had a ton of capex spending on investing in training these models across the board so believe investors will want to see how that impacts companies bottom line meaningfully, meta selloff post earnings last week is good indi, that combined with concerns around current state of models also breaking hella security across the internet is not great - am not bearish on extended timeframe just believe pullback before continuation higher
Regarding Elonās latest comments on $SPCX & buying up GPUās:
USA Rare Earth is a triple digit stock hiding in plain sight in the single digits
$USAR $NVDA $VRT $GOOG $ETN
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesnāt have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but weāre investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
The Dev retweeted
Things look real bad in crypto rn
Everyoneās shorting
Would be a shame if they got liquidated on 1 giant green candle
Things look real bad in crypto rn
Everyoneās shorting
Would be a shame if they got liquidated on 1 giant green candle
Market looks so bad yet The Bitcoin solana:EZYmWw5ZhNAAsm3RVrPUQJZkJu6W31YZFjV5LvW4pump looks so good lol
Imagine when things start heating upward
my favorite ponzi
For better or for worse, solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn might have a record week for volume
Me: Grok, write a bullish quote retweet
Grok: With Elon confirming SpaceX secured $40 billion in GPU financing while predicting massive consolidation across AI data centers, the growing demand for critical cooling infrastructure could make $USAR a major beneficiary of the AI infrastructure boom.
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesnāt have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but weāre investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Bullish for $USAR
Why? Because I own it and itās down mostly, but I also think itāll be $100 stock in 2028
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesnāt have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but weāre investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
I still simultaneously think @blknoiz06 is the goat while knowing $ansem is a regret of his
Heāll be more than fine though
$ansem will still have pumps periodically over the years
Replying to @umar_xbt
He is the goat. $ansem was a mistake and if he doesnāt know now, heāll know eventually
Iāve done it before, Iāve done it very well, unfortunately tying a coin to 1 person eventually wonāt work and in retrospect the reason is obvious:
Ansem will not work on $ansem forever
Life happens
Unrealistic to say heāll do it for 50 years
Then the question is, when is the end?
TBD
(Could totally run to many billions in next 2 years, not denying that. My point is eventually he will have to stop working on it for any reasons life throws at you).
@blknoiz06
With Pump Squads starting tomorrow with millions of dollars of prizes, I would not be shocked if solana:CokrQHPjaWjyXyU15LiN9rb62tgBuFiU78KD7fKiZtu1 goes on a crazy run this week as well, makes sense to me
Hereās what @slingoorio says about solana:EZYmWw5ZhNAAsm3RVrPUQJZkJu6W31YZFjV5LvW4pump solana:C5xph2yL6gMdxmuLGxJBkGpmuDFfyi5fqkBNhvL6pump
WOW! Just 14 hours ago, @slingoorioās portfolio was worth $8M, now itās worth $19.7M š¤Æ
Heās up $16M in the last 24 hours, with $9.47M of that coming from his Big Titty Coin position!















