$1,000 follows their calls into $941
- Win rate
- 35%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #455
- 4 ranked closes
- Longest streak 4
$1,000 follows their calls into $941
Research & Invest@R_and_Invest$ARM makes $1/chip on compute & networking chip and $0.85-$0.90/chip on smartphones. Overall only 7c per chip. An 8c bump in pricing is $0.15/chip on average and a $5-6B in royalty revenues. (Pure cash). This co has insane scalable business built in. Just in case anyone wondering


Research & Invest@R_and_InvestEvery time you run a local LLM on Mac Studio / every new iteration of open/frontier models and all inferences - the number 1 thing they need today is not compute intensity. At least that’s been my personal experience. Despite moving to 256GB RAM I still cannot run top open source
Name@Name672123You cite 3x PE like every other clown with no vision
Research & Invest@R_and_InvestYeah what a 🤡 re#rd mode Elon is on. RAM in 2028 from China so sell $DRAM trading at 3x PE and buy $SPCX with 3 month cancellation clause at 200x forward PE assuming ZERO compute cancellation.
Elon Musk@elonmuskUnless there is a major world war, SpaceX probably gets to >$100T in <10 years
Research & Invest@R_and_InvestTHIS IS VERY GOOD FOR $SMH DONT LET THE REVENUE SHORTFALL FOOL YOU. Anthorpic is doing the right thing. This will bring tokens/growth back to OAI and Claude long term. "Zhipu, for example, distilled the cyber capabilities of leading US models during the development of GLM-5.3.
JaguarAnalytics@JaguarAnalyticsAnthropic: Reduced amount of data harvested by distillers by 90-99%. China's Zhipu tried to distill Fable 5. We've turned away meaningful revenue and trillions of tokens' worth of paying traffic. So, will Anthropic follow OpenAI with revenue shortfall?

Research & Invest@R_and_InvestI always take @HeidingOut seriously even though I am bullish on $NVDA. She has a very good accuracy rating. Might have to hedge more on Monday.
HeidingOut@HeidingOutWe're going to see $172-$176 imo in $NVDA and I am very confident in those levels. Back in Aug I made this video. After I made it Ryan and I had a discussion about $NVDA and I told him then that the only way we take out ATH is to go to $241-$243 in an expanded flat B Wave. (I'll