$Tesla (TSLA.US)$ Wall Street's behavior is too ugly, celebrating funerals.

$NVIDIA (NVDA.US)$ During the last earnings call, Huang spent a lot of time explaining why Blackwell is necessary, one is (post-training) reasoning scaling like the o1 model, the other being robotics. Well, reasoning scaling has certainly become much cheaper with the deepseek-r1 model, which heavily uses RL with fewer parameters instead of SFT.
I believe NVDA has a first-move adavantage and first-rated research teams, but not a moat. Long-term still bullish, but intermediate-term the risk-reward ...

$Strategy (MSTR.US)$ Open a short position

$Bitcoin (BTC.CC)$ Bubbles will eventually burst.

$Strategy (MSTR.US)$ Just open a short position, if the coin retraces to 0.08 million, it is estimated to start with 2.

$Strategy (MSTR.US)$ This stock can be blindly shorted.

$Strategy (MSTR.US)$ About to break through the key level of 400, run.

$Strategy (MSTR.US)$ Tomorrow, it will fall below 300.