Yeah anything going up is AI or King Trump related
PLTR at 700x but BUYYYYY
TSLA at 250x but BUYYY
NVDA just BUYYYY
RGTI IONQ worth $10+ billion with zero revenue but BUYYYYYYY
FCK THIS MARKET
SERIOUSLY WTF
Yeah I agree with that, there’s only a few companies that will actually thrive in the AI boom. The data / compute companies and chips like amd and nvidia benefit the most now since they’re selling the “shovels” that huge scalers like meta, OpenAI, crwv, orcl etc need. I think smaller AI companies are essentially cooked since if they’re trying to compete at scale with the big boys.
In terms of quantum, I think IBM and Google, and maybe infleqion are the only real companies in play. I think shrkeli is right that RGTI and QBTS and Ionq are way too overvalued when they don’t have a product or anything to show. Nuclear wise, I think OKLO is just ridiculously overvalued, multi billion valuation when expected revenue 10 years from now is in the millions, and that’s optimistic assuming they capture most of the market. Nuclear can’t even power a full scale data center, so it’s unseen how well it would actually work
PLTR - up
BWXT - up
CIFR - up
BEK.B - down
HIM - down
UBER - up
SPOT - down
PFE - up
HUT8 - up
AMD - up
ANET - down
SMCI - up
BYND - 🤣🤣
MARA - down
HOOD - up
NVO - up
IONQ - down
APP - down
QCOM - down
MRNA - up
OPEN - down
IREN - up
SOUN - up
DKNG - down
ACHR - up
CEG - up
WEN - up
DUK - up
My god, what a week, wish I could ban bet all these. Ill be opening a position in all these at least in the direction i've stated.
If I have infinite money: calls on AMD FIG HIMS IONQ APP SPOT QCOM
puts on PLTR NVO OPEN MP
HOOD can't decide, likely great earnings but PE felt too high for me
Best strat is on a big red day just buy all the retard retail stocks like OKLO, SMR, OSCR, ACHR, IONQ, IREN, etc right at close and then once RH overnight opens at 8 just sell for an instant 1-2%.
It's like clowns have goldfish memory and just ignore the fact that these trash clown stocks -10%d 4h ago.