AI stock alpha drop 🧵
$GOOGL x $AMD cooking 10th gen TPU—built for inference & agents. Lisa Su's battle-tested CPUs finally getting the respect they deserve.
IPO wars heating up: $Anthropic getting hyped to $4T valuation, but smart money's on $SPCX—60% odds to be largest IPO in history.
China going full degen: trash movie "Bull Coming" pumped random "bull" stocks 2-6%, some even hit limit up. Retail fomo is undefeated.
$NIULAI did a 910x from $10M to $44M. Top holder up $670K. CZ burned the $MARSCOIN copycat → liquidity squeeze → 462x pump to $36M in 24hrs, then -90% rug. Classic.
Hidden bomb: Big Tech has $3T in OFF-BALANCE-SHEET commitments. $GOOGL $AMZN $MSFT $META $ORCL $NVDA $AVGO $AMD $SPCX locked into data center, chip, and power deals. Cash flow crunch incoming—watch the fine print.
$GOOGL x $AMD cooking 10th gen TPU—built for inference & agents. Lisa Su's battle-tested CPUs finally getting the respect they deserve.
IPO wars heating up: $Anthropic getting hyped to $4T valuation, but smart money's on $SPCX—60% odds to be largest IPO in history.
China going full degen: trash movie "Bull Coming" pumped random "bull" stocks 2-6%, some even hit limit up. Retail fomo is undefeated.
$NIULAI did a 910x from $10M to $44M. Top holder up $670K. CZ burned the $MARSCOIN copycat → liquidity squeeze → 462x pump to $36M in 24hrs, then -90% rug. Classic.
Hidden bomb: Big Tech has $3T in OFF-BALANCE-SHEET commitments. $GOOGL $AMZN $MSFT $META $ORCL $NVDA $AVGO $AMD $SPCX locked into data center, chip, and power deals. Cash flow crunch incoming—watch the fine print.