Follow your go-to source for the latest news and updates in the world of finance, crypto, web 3, NFTs and more. FULL VIDS ON MY YOUTUBE!
Joined February 2023
- Tweets 258
- Following 14
- Followers 27
- Likes 53
Photos and videos
Found this video pretty interesting. It captures my bullish thoughts on the SpaceX IPO well - definitely worth a watch if you're tracking it! 🚀 What do you think will happen in the first 3 days of trading?
youtu.be/OjYZPpN9U8Q?si=J69v…
#SpaceX #IPO #ElonMusk #Starlink #Investing
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#probablynothing 😉 are you listening? Are you ready? The world is changing fast 💨
Introducing my Integrated Physical AI Infrastructure thesis: an all-encompassing, first-derivative supply chain play built to isolate and capture the embodied robotics supercycle by focusing on high-margin upstream bottlenecks. 🤖#PhysicalAI #EmbodiedAI #Robotics #StructuralAlpha
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The assets inside $VCX are exploding. Heavyweight Anthropic is closing a $30B round at a $900B valuation with a $50B revenue run-rate. OpenAI just locked down its historic $122B round. The private AI boom is real. 🚀 #VCX #Anthropic #OpenAI #AI #VentureCapital
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Beyond AI labs, the data infrastructure inside $VCX is scaling fast. Omni hit a $1.5B valuation on 4x YoY revenue growth. Meanwhile, Hightouch secured a Goldman-led Series D at $2.75B. Real revenue, massive growth. 📊 #VCX #Omni #Hightouch #Data #Investing
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There's no such thing as striving 10 years in vain when the heart stays sober and the mind sharp. The hardworking soul, clear-eyed and bold, cannot remain chained to the shadows. Your breakthrough is coming. ✨
#Motivation #Success #Mindset #Growth #Focus
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Wealth is not luck, favor, or fate—it is the echo of who you decide to become. Step forward today. Become the exception. The mountain is waiting, and you were born to climb it. 🏔️
#Wealth #Destiny #FinancialFreedom #Ambition #Drive
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You carry the spark, now fan it to flame. The world grows richer when you step into your name. You are not stuck or defined by yesterday. Awaken the greatness sleeping within. 🌅
#Greatness #Awaken #NewDay #Potential #Future
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Introducing my Integrated Physical AI Infrastructure thesis: an all-encompassing, first-derivative supply chain play built to isolate and capture the embodied robotics supercycle by focusing on high-margin upstream bottlenecks. 🤖#PhysicalAI #EmbodiedAI #Robotics #StructuralAlpha
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A structurally balanced portfolio across four core hardware pillars:
1️⃣Edge Compute ($ARM)
2️⃣Perception & Sensing ($KYCCF, $NOVT)
3️⃣Interconnect Networks ($APH)
4️⃣Precision Actuation ($MOG.A, $SFFLY, $HSYDF)
Upstream materials ($MP). Control the foundation.#AIPortfolio #Sensors
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Leveraging established giants rather than pre-revenue operators provides a robust, asymmetric risk profile. Capture massive structural upside as the humanoid cost curve compresses and commercial unit volumes scale globally. This is the real physical AI infrastructure. #HighMargin
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Bet on what Trump buys—his policies help them win. His trust filed trades buying MARA, ACHR, & GDYN. Follow themes where his money & rules line up. Don't copy blindly; look for the tailwinds.
#Stocks #Trump #Crypto #AI #Investing
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It's totally crazy that @fundrisefan hasn't covered this yet. New #spacex / #cursor deal is huge for $VCX @fundrise venture fund 🙏 🙏 💪 💪
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