EllioTrades
@elliotrades • 919,287 subscribers
Seeking truth with convexity Building @superverse @blackholedex @supernovadex [email protected]
Videos
Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire RoboStrategy He is widely considered THE leading investor in robotics Andrew Kang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN This interview is a masterclass on Robotics investing in 2026 1:18 – Why robotics today feels like crypto in 2015 4:23 – Is robotics a bigger opportunity than Bitcoin? 10:30 – Robotics 101: players, problems & bottlenecks 16:40 – Who's leading the race: Tesla vs Figure 23:10 – China's 100+ robotics companies & the real investment risk 25:28 – US vs China: who's actually ahead? 33:40 – How many human jobs will be replaced? 38:00 – The "ChatGPT moment" for robotics 43:55 – UBI & the new social contract 46:30 – Why Andrew built Robo Strategy 51:20 – Lessons from Bitmine, MicroStrategy & Saylor 1:07:50 – The Boston Dynamics question 1:12:09 – His most contrarian bet: avoid model-only companies 1:19:55 – Tesla or Figure? 1:23:26 – Figure's valuation in 5 years: bear, base & bull 1:29:20 – Final words of wisdom
EllioTrades332,403 Aufrufe • vor 2 Monaten
The US government is spending $7.6 trillion on AI infrastructure by 2031. Microsoft has $80 BILLION in unfulfilled Azure orders... NOT because of demand, but because they simply CANNOT get enough GPUs, power, or land. GPUs have a 36-52 week lead time. Blackwell is sold out through mid-2027. TSMC's 3nm wafers have demand exceeding capacity by 3x. The hyperscalers can't build fast enough. Enter the NEOCLOUDS. Pure-play AI cloud providers that do ONE thing, and one thing ONLY: rent GPUs. The neocloud market went from $0 to $25 billion revenue in just 3 years. It's projected to hit $400 billion by 2031. The biggest question is this: WILL THOSE PREDICTIONS ACTUALLY COME TRUE? If so, this industry is set to explode. If not, it may crumble. Three companies are leading the charge: $NBIS $IREN $CRWV Along with a slew of small and microcaps: $BRUN $WYFI $SHAZ and more... This is the biggest infrastructure buildout since the internet itself. The last time we saw spending at this scale, it created Amazon, Google, and Meta. This is the infrastructure layer of the AI revolution. Don't sleep on it. Timestamps: 0:00 Intro 0:40 The Black Swan 1:20 What is a Neocloud 3:40 Iren Overview 7:15 Nebius Overview 10:22 Corweave Overview 11:26 The Small Fish 12:47 The Black Swan That Wasn't 16:58 Final Thoughts
EllioTrades180,817 Aufrufe • vor 1 Monat
The biggest inflection point in markets this year is NOT the SpaceX IPO Arthur Hayes believes Trump will pop the AI bubble to win the midterm elections "He can't fix inflation, he can't end the war... the only option he has left is to flip on the AI bros." He predicts H2 will be risk off across crypto and equities as Trump Watch the full interview now 00:00 Welcome Arthur Hayes + The HYPE Trade 02:00 Arthur’s Trading System and Narrative Shifts 04:15 Why HYPE Became Attractive Again 06:11 Why HYPE Stayed Strong vs Competitors 08:20 H2 Macro Outlook and the Iran/Oil Risk 11:21 Why Higher Energy Prices Threaten the AI Story 14:13 Why Arthur Dumped Risk Assets 15:48 Balancing Macro Signals with Momentum 17:20 Liquidity, Treasury Issuance, and the AI Bubble 18:21 Has Crypto Delivered on Its Original Promise? 20:21 Bitcoin to $1M and the Money Printing Thesis 21:34 Bitcoin vs Gold and Long-Term Store of Value 22:34 Can You Still “Make It” in Crypto? 24:52 Trading vs HODLing: What Actually Works Now 25:49 Lifestyle, Money, and What Actually Buys Happiness 27:48 Arthur’s Big Contrarian Prediction on AI 30:17 Trump, Politics, and the Power Game 32:21 Attention, Entertainment, and Financial Commentary 34:31 Why Being Entertaining Matters More Than Being Right 36:20 Arthur’s Bitcoin Bottom Prediction 36:58 House Music, Ibiza Picks, and Final Thoughts
EllioTrades152,550 Aufrufe • vor 2 Monaten
25 year old Brandon Hong traded from ZERO to Hundreds of Millions with a simple 4 part system Brandon Hong lays out how any trader can reliably beat the market and compound their way to Generational Wealth He's also a prolific early stage investor, buying into the leading AI and Robotics labs before the hype train This is a masterclass in market psychology and exposing yourself to trends in ANY MARKET 1:35 – Macro View & Why $SPCX will disappoint 7:20 – From meme coins to a repeatable trading system 9:27 – The framework behind Brandon's trades 12:37 – Why Brandon thinks crypto has changed forever 14:19 – Michael Saylor's biggest Bitcoin risk 23:04 – Why charts matter more than narratives 25:45 – The mindset shift that changed Brandon's trading 31:11 - You have to be Asset Agnostic 33:10 – Buy the rumor, sell the news 39:44 – Why all-time highs are bullish 44:22 – Why capital is leaving crypto 46:45 – The opportunity Brandon sees in private markets 49:52 – The easiest way to build wealth in private markets 52:22 – Why money isn't Brandon's biggest motivator 57:48 – How Brandon would start over from scratch 1:03:37 – Final thoughts
EllioTrades110,436 Aufrufe • vor 2 Monaten
![Introducing @blackholedex [[ engage for airdrop.exe ]] Cofounded by Alex Becker 🍊🏆🥇 and Myself Developed by SuperVerse Backed by Avalanche Foundation 🔺 ALL tokens for COMMUNITY](https://image.24vids.com/tw-1924866020214505540/amplify_video_thumb/1924864062711857152/img/pFdntyxSwlWy5xdW.jpg)
This is it... $BLACK is coming (LAST CHANCE) It's time to discuss the launch...
EllioTrades165,188 Aufrufe • vor 1 Jahr
LAST CHANCE FOR $BLACK TGE TOMORROW AT 6PM PST EVERYTHING YOU NEED TO KNOW FOR LAUNCH
EllioTrades113,300 Aufrufe • vor 1 Jahr
EllioTalks Ep. 1 w/ Vance Spencer RT and Comment your favorite part of the ep to win $1K in $SOL
EllioTrades41,974 Aufrufe • vor 1 Jahr
