Melardev

time to get into $META again, they nailed everything, market is just upset because they spend too much in AI which Zuckenberg already said they have free cash and its riskier staying away from AI than inside, and company is fine even if they burn all that money

$BTC thesis is still unmatched, it’s just an expensive opportunity cost as everything else runs, from that to say oh BTC is dead bc saylor sold is a moron

$BTC thesis is still unmatched, you just have to time the bull market while everything else runs, anyone saying oh BTC is dead bc saylor sold is a moron

on the way up $BTC was giving 2-3% dips every 3 days, on the way down we get a 2% rally once a week
$HOOD or $CRCL are the hideouts imo, if crypto does bad they can do well, if crypto does well they do better. Hedged

I asked Grok why ethereum:0xaf5191b0de278c7286d6c7cc6ab6bb8a73ba2cd6 went up, and it gave me the reason mentioning a Youtube video posted barely 8 hours ago .... fascinating this AI era

$MSFT is up 1.45% on a Sunday on crypto exchanges, BTC is red. Even weekends are not for crypto anymore

Monday there will be a race for $IBM I can feel it, it shouldn't come as a surprise Trump already gave them 1b for Quantum research a week ago. Now he hosts the CEO in the WH

as someone that listens a lot to crypto in Youtube, it's strange to see them somehow believing in the 4y cycle, but, they will buy in August

Core positions in stock: $MSFT $NBIS $DELL and many smaller ones
Looking for a crypto stock exposure, possibly HOOD or MSTR, to hedge against no BTC

not going to be shaken out by this dip in $ONDS, all drones getting hammered anyway

Fun fact: bitcoin:native just broke the record for consecutive ETF outflow days, 9 and counting.

I may be a fool but today I am trimming some positions like MU to buy $DELL, missed 35%, I won't miss the next 50%

When $INTC did a +30% gap up in Apr, it kept going another +50%. Now $DELL doing a +40% move up post market, will likely just keep going another 30% too

$KTOS is one of the few drone companies that are profitable, but market likes growth, therefore the best performers are $RCAT (revenue up 850% YoY) and $UMAC. Bullish on drones specially with the 1.5T military budget

how do you get a 1.5T military budget if not by sending every asset (except crypto ofc) to space?????