Melardev

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dropping on good news is ofc bad, but when we talk about a company that makes 500m/day and its business is growing everyday. I am not bothered
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I roundtripped the $NVDA pre-earnings pos, I will just for longer then 😭
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if you fuel the hyperlaunch tokens supercycle. You have nothing to cry about btw. Just the game you love to play, no crying in the casino
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not sure $NVDA growth is priced in, PE at 5y low (lower than 2022 bear market) with a business magnitudes bigger, with a guidance of getting even bigger. It may consolidate further but downside is very limited imo
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last area of support for $punch
will give it a try
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If $NVDA beats, the narrative will flip from “AI is killing jobs” to “AI demand is overstated and the numbers are fake.”
I took the gamble and went long, let’s see if we get a May ’23 replay
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new AGI project dropped
Linkedin bio: 50 employees
Linkedin People tab: 0 employees
Website: empty
Instagram: empty
Mcap: 3m
That's the new sh*t we have to gamble on right now
AGI-5.97%
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$PUMP feels almost free at these levels. Even if Zach were to expose insider activity (which seems unlikely), it’s still Pump, darkest casino everyone knowingly chooses to play.
In the medium term the ICO price is a magnet
PUMP-10.24%
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In the past projects were rebranding to get ride of the chart, now they just launch a new token, with zero fucks given on the old one and its holders
TOKEN-6.81%
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The funniest “AI will replace X” doom take is $NET. Even if AI could vibe-code Cloudflare (it can’t), running your own self-hosted version would cost six figures per month (vs 250$). That’s like building an entire factory just to make your own jeans
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you can't overstate how bullish is for $HYPE to have whales deploying 7 figures in TradFi but Onchain using Hyperliquid
HYPE-1.75%
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Lobstar proved what matters in the end is attention rather than promise of tech. I am not sure that favors the narrative. AI in Q4 2024 was about (foolishly) believing, that's why people roundtripped 8 figures
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Recently, the US administration has been saying it openly: they need $INTC for national security. A winner has been chosen
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once the ai doomer narrative exhausts in software there will be generational opportunities. Best software companies have been growing since ChatGPT launched, Quarter over Quarter. AI => more code => more usage of 3party software to maintain/troubleshoot/secure it
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Imagine the zachxbt insider reveal will be $WLFI team buying SPSC (Shit Piss Skin Can), and other shitters, before endorsing it?
WLFI-1.02%
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X algo placed bets on $WLFI
WLFI-1.02%
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I vastly underestimated the power of Tom Lee and Jacki Lid buys. Now that they are done ETH is revealing its systematic lack of bid. ETH future is bright, but a lot has to improve from the current state
ETH-2.55%
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unpopular opinion: if dev is getting trading fees, it doesn't mean his AI agent has a revenue
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