Wajahatmughal

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Age 2.5 Yıl
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When a nuke detonates, it causes catastrophic destruction via intense heat, blinding light, a supersonic blast wave that flattens everything before a firestorm and radiation wipes everything else out.
The stock market is currently in the midst of this right now
Business are being disrupted every week with new advancements in LLMs and now even the companies producing novel innovations in AI are being hit hard. The market is ruthless and pricing this in every single day as we digest what is coming out, how disruptive this technology is and what we are going to do as a society in the future.
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ybaservip:
2026 GOGOGO 👊
Software stocks are actually like altcoins, here is their performance from ATHs:
Microsoft (MSFT) -18%
UiPath (PATH) -26%
FICO -29%
Intuit (INTU) -32%
Workday (WDAY) -32%
Palantir (PLTR) -35%
ServiceNow (NOW) -40%
Datadog (DDOG) -40%
AppLovin (APP) -40%
Salesforce (CRM) -43%
NFLX-43%
Adobe (ADBE) -43%
Oracle (ORCL) -50%
Braze (BRZE) -50%
Intapp (INTA) -50%
Unity (U) -50%
Roblox (RBLX) -70%
Duolingo (DUOL) -79%
Snap (SNAP) -94%
These companies are getting cooked every single day
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A $10k investment could have become $130k
- 10 year annualised returns of 20% vs 13.7% for SPY
- 16/19 calendar year outperformance vs SPY
- Massively enhanced exposure when buying large market dips
This is just a better version of the S&P 500 and it's called $SSO
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Buying $AMZN is a bet on:
Retail - The biggest online market in the world
AWS - Generates 50% of profits for Amazon and 31% share of the market
Advertisements - $50B+ yearly ad haul from shopper data goldmines
AI - We all know about Anthropic (Claude)
Gaming - Twitch with 100B+ hours of yearly content
Streaming - Prime video, Audible and more
Robotics - 750k+ warehouse robots
AI - Now building chips, slashing ML costs
Physical devices - Ring doorbells, Firesticks, Blink cameras, Kindle, Alexa, Pillpack
Healthcare - Onemedical with 1M+ members and amazon pharmacy
Whole foods - 500+ stores
Sa
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Happy Valentines Day to all my favourite DeFi protocols
Keep making me money, I love you all!
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BTC down
ETH down
HYPE down
Alts were always down
Nasdaq down
AI companies somehow down
Hyper-scalers down
Semi-conductors down
SaaS companies really down
Gold down
Silver down
Copper down
Oil down
USD down
All other fiat down
BTC6,37%
ETH10,42%
HYPE5,16%
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If $BTC was to repeat it\'s bear market drawdown by percentage from last cycle, we would end up at.$28,500 per BTC
BTC6,37%
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I\'m tired4 months of pain, just get it over with already
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Total returns since 2023\n\n$SOL 12.8x\n$NVDA 12.5x\n$BTC 5.4x\n$META 5x\n$XAG 4.1x\n$TSLA 4x\n$XAU 2.7x\n$AMZN 2.6x\n$ETH 2.5x\n$GOOGL 2.3x\n$Q 1.95x\n$AAPL 1.9x\n$MSFT 1.9x\n$SPY 1.6x\n\nAverage - 3.9x \n\nInvesting has never been more important
SOL12,74%
BTC6,37%
ETH10,42%
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Longs liquidated. Shorts liquidated.\n\nWe just can\'t win can we?
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124 day downtrend
$HYPE is now down -65% from it's September peak
Today Hyperliquid has:
- Annualised 30d revenue of $700m
- Higher OI than the rest of the top 10 perp markets combined
- 5 live HIP3 markets, with XYZ hitting new ATHs in volume and OI
At $21, it trades at a P/E of 29
Is this the bottom, or is $HYPE going into the teens?
HYPE5,16%
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What a brutal day:
S&P 500 -2%
NVDA -4.4%
AAPL -3.5%
TSLA -4.2%
AMZN -3.4%
NFLX -5% (AH)
BTC -3.6%
ETH -6.7%
SOL -4.9%
HYPE -10%
Meanwhile, Gold is up yet another 3.5%
BTC6,37%
ETH10,42%
SOL12,74%
HYPE5,16%
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Markets are going to be bloody fun tomorrow
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Gold and Silver hit new all-time highs AGAIN
Gold now at $32T
Silver now at $5T+
Is Gold going to be the first $100T asset?
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