Day trader, Scalper, Swing trader. 10 years of trading experience, 13 years of industry experience. None of my posts are financial advice.
not financial advice
Joined April 2012
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Bitcoin under $1M is boring. Limited supply, best digital money, hardest asset on the planet — that thesis doesn’t actually start looking right until it’s well past $1M. Anything below that is still just mid.
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The AI/HPC trade is getting absolutely crushed.
$IREN, $CIFR, $CRWV — some high-beta names are down 70% from their highs.
Bitcoin has taken its beating, and now the AI infrastructure trade is catching up.
Crypto Twitter is eerily quiet.
So here’s the question:
Are these generational buying opportunities, or is the market finally pricing in the massive capital raises, dilution, and execution risk ahead?
At what point does cheap become too cheap to ignore?
Where are you putting capital to work?
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I genuinely don’t understand the Bitcoin excitement right now.
Wake me up when BTC hits $200K in the next 24 months. Anything short of that is just noise.
A good stock picker has already outperformed Bitcoin in the last 5 years.
I’m not bearish. I’m just not impressed.
There’s a difference.
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Why are insurance companies raising fixed annuity rates if rates have supposedly already peaked?
FinTwit says the peak is behind us. Actuaries at insurance companies seem to be saying otherwise.
So who’s right?
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At this point, the only remaining bull case feels like BTC beta. Even that hasn’t worked. Maybe BTC at $200k+ drags MARA to $30, but that’s not a strategy — that’s hope. Shareholders deserve clearer direction and measurable results.
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Symmetric upside is forming across every key sector.
If your FA didn’t prep you in 2022 for:
⚡ Energy
🌎 Land
⚙️ Power
🏗️ Infrastructure
🧠 AI
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Reese_The_Investor ✍ retweeted
The reward for Charlie Kirk’s killer should be so BIG the killers mom would turn the killer in. I would pledge another $100,000 if I knew how to do so. Does anyone know how to set up pledge account where Americans can contribute so we get the reward in the millions to anyone providing real evidence that results in the capture & conviction of the killer or killers?
The current $100,000 reward for information leading to the identification and arrest of the individual(s) responsible for the assassination of conservative activist Charlie Kirk on September 10, 2025, at Utah Valley University in Orem, Utah, is being offered by the FBI. Tips can be submitted to 1-800-CALL-FBI (1-800-225-5324) or via fbi.gov/tips, including any relevant photos or videos.
CoreWeave Q2’25
• Revenue: $1.2B (+207% YoY)
• Backlog: $30B (tied to OpenAI + a hyperscaler)
• Adj. EBITDA: $753M (62% margin)
• GAAP net loss: -$290M
• CapEx: record $2.9B
• Interest: $267M
Growth vs. Profitability — customer concentration + debt = the real risk.
I am going to be adding around 50-60 level.
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Reese_The_Investor ✍ retweeted
Monster day for $OPEN.
Up 25% today and the stock closed above $3 for the first time in more than a year.
Fingers crossed management can continue to capitalize on the momentum & build a great business to redefine residential real estate.
I am long and cheering for the company.
