Kipbana
Kipbana
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avatarKipbana
2024-10-02
$Vistra Energy Corp.(VST)$  This is a hidden gem, top mover of the year. Grab this back when the market was dumping due to recession fear. $140 by end of year? Good stock to position for both AI and War. When AI is up, this is up. When war/oil is up, this is also up. Double the upward trend.
avatarKipbana
09-14 20:40
Fake News: It is just slow down in development of Frontier Model not an industry pause. Not like the most of us and businesses are going to use AI less just because frontier development is slower. Do you stop taking Uber because the development of autonomous taxi has slowed down? Or you stop using planes when SpaceX failed a launch and slow down? Rubbish article
AI Has Carried the Stock Market. An Industry Pause Could Pull the Rug Out, Warns This Wall Street Giant
avatarKipbana
09-14 17:37
Exactly. All the overnight drunk sellers. Not like everyone doesn’t need ChatGPT anymore and stopped needing tokens.
avatarKipbana
09-14 10:43
Slower development doesn't mean less research and less compute. And do you think they will really go slow at the expense of losing their lead?  Anthropic proposes so, but who can trust the devil himself (Sam Altman) that have been aggressively building?
AI Pioneers Face Pushback From Markets and Washington on Safety Push
avatarKipbana
09-13 16:21
He didn't present anything meaningful nor any meaningful data. The same narrative 3 years ago when the valuation was high too
Five Warning Signs the AI Stock Bubble is in Its Final Stages
avatarKipbana
09-10
This means US Oil exporters have won
Saudi August Crude Output Lowest Since 1990 as Renewed US–Iran Hostilities Squeeze Exports
avatarKipbana
09-07
Fake news
ARAMCO Infrastructure Was Attacked on Monday; Damage Is Being Assessed
avatarKipbana
09-07
Sounds like he is trying to tank the market so that he can buy dips now
Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
avatarKipbana
09-04
Trump please don't talk today
Trump Tells Fed to Slash Rates or He'll End Trade with Countries with U.S. Surpluses
avatarKipbana
09-04
They are just gambling 
Spot Gold Drops 1.85%; US 2-Year Treasury Yield Rises to 4.416% as Fed Rate‑Hike Bets Firm
avatarKipbana
09-03
Rubbish. SK Hynix yield and HBM4 has always the the top. Samsung is merely just catching up. 
SK Hynix Falls 3% in Pre-Market Trading, HBM Competitive Landscape Shifts as Samsung Gains Ground
avatarKipbana
09-03
Going to see a strong rally for Nvidia
avatarKipbana
09-01
O wow
GoPro Shares Surge 70% as YouTube Creator Mark Fischbach Acquires 8.5% Stake
avatarKipbana
08-24
Nah, the factories aren't even built out yet. Too soon to claim it is over. And the shift started in July
Goldman Sachs Flags Shift From AI Momentum to European and Japanese Banks, Hard Assets
avatarKipbana
08-22
Basically they are going to start printing more money
Trump Says He Did not Direct Bessent to Intervene in Bond Market
avatarKipbana
08-13
US blockade so try to remove that if Iran is so powerful [LOL]  [LOL]  
Iran Says No Ship Safe in Strait of Hormuz Without Tehran Approval
avatarKipbana
08-08
Avoided the Avalanche in July to maintain 60% return this year. Thanks to $NVIDIA(NVDA)$  $VanEck Gold Miners ETF(GDX)$  
avatarKipbana
08-06
Just give them some time. Expect stock buyback to come this year.
Samsung, SK Hynix Shareholders Call for Bigger Payouts from AI Cash Mountain
avatarKipbana
08-04
Ridiculous. Just keep bombing Iran and use all their funds. 
Iran-Oman Interim Strait of Hormuz Plan Could Give Iran Full Control over Inbound Shipping
avatarKipbana
08-03
What do you mean how far can the tech rally run? It’s at the bottom.
avatarKipbana
07-31
He is a fraud. He was only right once and have been wrong countless times. Hope to see him lose big this time 
The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal

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