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I think that institutions think $TSLA will see the largest increase in market cap of any asset EVER in history. The stock is currently priced as if it has the potential to to dominate three massive markets - robotaxi, humanoid robots, & energy storage. But because none of that... show more

AllllSevens

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56,103 views • 2 months ago •via X (Twitter)

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"There is a significant risk in the stock market because the institution that governs it is compromised," says Rahul Gandhi who made 50 lacs in the last 5 months through the same stock market. He should donate that money for Wayanad relief if he has any integrity left. My views:

"There is a significant risk in the stock market because the institution that governs it is compromised," says Rahul Gandhi who made 50 lacs in the last 5 months through the same stock market. He should donate that money for Wayanad relief if he has any integrity left. My views:

Anand Ranganathan

303,591 views • 2 years ago

"Bitcoin has been the best-performing asset in a generation and we've helped investors make billions with it. But it's pretty large now – a couple trillion. Solana is only 5% of the market cap of Bitcoin. We think it has more potential asymmetry, more possible upside. "It's currently our largest position – we have $1.1bn of Solana. We're helping our investors and the public markets get access to what we think is the most attractive asset right now." – Dan Morehead on Bloomberg Crypto Jimmy $HSDT

"Bitcoin has been the best-performing asset in a generation and we've helped investors make billions with it. But it's pretty large now – a couple trillion. Solana is only 5% of the market cap of Bitcoin. We think it has more potential asymmetry, more possible upside. "It's currently our largest position – we have $1.1bn of Solana. We're helping our investors and the public markets get access to what we think is the most attractive asset right now." – Dan Morehead on Bloomberg Crypto Jimmy $HSDT

Pantera Capital

70,306 views • 10 months ago

Q: Given the UN's big role in Gaza, UNRWA, has there ever been any indication to the UN that tunnels are being built under the city? UN: Not to us. I mean... it seems to me that all this infrastructure was built in a highly secretive way. I mean, I see it just as an observer... To think that the UN had any understanding of what was… any information about those operations, I think, is... No is clearly the answer to that.

Q: Given the UN's big role in Gaza, UNRWA, has there ever been any indication to the UN that tunnels are being built under the city? UN: Not to us. I mean... it seems to me that all this infrastructure was built in a highly secretive way. I mean, I see it just as an observer... To think that the UN had any understanding of what was… any information about those operations, I think, is... No is clearly the answer to that.

Hillel Neuer

1,848,569 views • 2 years ago

"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."

"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."

Patrick OShaughnessy

155,953 views • 2 months ago

🇺🇸 SOMETHING INSANELY BAD IS GOING TO HAPPEN TO THE U.S. STOCK MARKET. According to an old Wall Street market cycle paper, the S&P-500 is currently in the Euphoria stage. What comes next is an insane market crash below $2,000. If that happens, it will be worse then what we saw in 2008 and the dot-com crash in 2000. It will be written down in history books as the worst market crash. Most people are over-leveraged and not prepared for this. Regardless of what happens, always expect the worst. Stay prepared.

🇺🇸 SOMETHING INSANELY BAD IS GOING TO HAPPEN TO THE U.S. STOCK MARKET. According to an old Wall Street market cycle paper, the S&P-500 is currently in the Euphoria stage. What comes next is an insane market crash below $2,000. If that happens, it will be worse then what we saw in 2008 and the dot-com crash in 2000. It will be written down in history books as the worst market crash. Most people are over-leveraged and not prepared for this. Regardless of what happens, always expect the worst. Stay prepared.

Coinvo Trading

81,642 views • 2 months ago

Bad News for Stocks and Real Estate: Chamath Explains The Great Economic Reset In the tweet below, Chamath Palihapitiya points out that Trump has two core constituencies that are generally asset-light: 1) young people 2) working-class / middle-class On E217, Chamath Palihapitiya broke down his thoughts: "I tend to be in the Stevie Cohen camp. It's not like the bottom is going to fall out, but there's a lot of room for concern." -- In a recent interview, Steven Cohen said that a combination of tariffs, slowing immigration, and DOGE has him bearish in the short-term. -- "I'm actually pretty negative for the first time in a while. It wouldn't surprise me to see a significant correction." Chamath agreed: "It is bad news for the stock market and it is bad news for asset owners." " I think people want this austerity." " So if you are going to feed your constituents and your constituents don't own stocks and your constituents don't own homes, or they are so wealthy that they can be inoculated from a massive drawdown in those asset categories, what do you think the winning strategy is?" " If you want to cement political power, I think it requires a walking down of these asset markets in a meaningful way." "That's stocks and that's real estate." "And I just don't see any other way around it."

Bad News for Stocks and Real Estate: Chamath Explains The Great Economic Reset In the tweet below, Chamath Palihapitiya points out that Trump has two core constituencies that are generally asset-light: 1) young people 2) working-class / middle-class On E217, Chamath Palihapitiya broke down his thoughts: "I tend to be in the Stevie Cohen camp. It's not like the bottom is going to fall out, but there's a lot of room for concern." -- In a recent interview, Steven Cohen said that a combination of tariffs, slowing immigration, and DOGE has him bearish in the short-term. -- "I'm actually pretty negative for the first time in a while. It wouldn't surprise me to see a significant correction." Chamath agreed: "It is bad news for the stock market and it is bad news for asset owners." " I think people want this austerity." " So if you are going to feed your constituents and your constituents don't own stocks and your constituents don't own homes, or they are so wealthy that they can be inoculated from a massive drawdown in those asset categories, what do you think the winning strategy is?" " If you want to cement political power, I think it requires a walking down of these asset markets in a meaningful way." "That's stocks and that's real estate." "And I just don't see any other way around it."

The All-In Podcast

126,048 views • 1 year ago

🇺🇸 WHY IS NOBODY TALKING ABOUT HOW OBVIOUS THIS TESLA RALLY IS. $TSLA has always moved the exact same, much like any other stock, which is a range followed by expansion. Last time, Tesla was in a range for 5 years and after that, it exploded over 3,000%. The exact same pattern is here now and the stock has been consolidating for 5 years. That means the expansion will happen at any moment. It will be insanely aggressive like last time. Stay ready.

🇺🇸 WHY IS NOBODY TALKING ABOUT HOW OBVIOUS THIS TESLA RALLY IS. $TSLA has always moved the exact same, much like any other stock, which is a range followed by expansion. Last time, Tesla was in a range for 5 years and after that, it exploded over 3,000%. The exact same pattern is here now and the stock has been consolidating for 5 years. That means the expansion will happen at any moment. It will be insanely aggressive like last time. Stay ready.

༺Cℝץ͢͢͢℘to༻

24,441 views • 2 months ago

This Bitcoin price action we’re seeing is in anticipation of a new regulatory environment. The crypto industry wants to be regulated so financial institutions can own it. If it's truly going to be an alternative asset class, there's demand for it. The stock market is celebrating not getting a 28% tax rate, which would have decimated the earnings of the S&P. AI potential continues to grow and we’re seeing a lot of productivity across all 11 sectors.

This Bitcoin price action we’re seeing is in anticipation of a new regulatory environment. The crypto industry wants to be regulated so financial institutions can own it. If it's truly going to be an alternative asset class, there's demand for it. The stock market is celebrating not getting a 28% tax rate, which would have decimated the earnings of the S&P. AI potential continues to grow and we’re seeing a lot of productivity across all 11 sectors.

Kevin O'Leary aka Mr. Wonderful

31,339 views • 1 year ago

🚨 TESLA HAS JUST ENTERED THE MOST BULLISH PHASE ACCORDING TO HISTORY. In 2023, $TSLA has forming its largest bull-flag ever and in early 2024, it broke out and went parabolic. Now, it's repeating that exact same pattern and it was forming the pattern throughout 2025. Now, in 2026, the stock just broke out of it. What comes next is expansion.

🚨 TESLA HAS JUST ENTERED THE MOST BULLISH PHASE ACCORDING TO HISTORY. In 2023, $TSLA has forming its largest bull-flag ever and in early 2024, it broke out and went parabolic. Now, it's repeating that exact same pattern and it was forming the pattern throughout 2025. Now, in 2026, the stock just broke out of it. What comes next is expansion.

James🇺🇸

15,044 views • 1 month ago

"In the last week there's been this idea of a potential Republican sweep that's getting priced into the market. The idea that the deficit, which is, I would argue, already somewhat unsustainable, it gets much worse," says Priya Misra of J.P. Morgan Asset Management.

"In the last week there's been this idea of a potential Republican sweep that's getting priced into the market. The idea that the deficit, which is, I would argue, already somewhat unsustainable, it gets much worse," says Priya Misra of J.P. Morgan Asset Management.

Squawk Box

47,585 views • 1 year ago

The character of the British people is unique. It is that which has shaped our institutions. It is that which has made them so valuable. It is that which makes us stand up for liberty more fiercely than any other country in Europe. And we must never submit that character to any other nation.

The character of the British people is unique. It is that which has shaped our institutions. It is that which has made them so valuable. It is that which makes us stand up for liberty more fiercely than any other country in Europe. And we must never submit that character to any other nation.

Margaret Thatcher

16,978 views • 1 year ago

🇺🇸 THE U.S. STOCK MARKET HAS NEVER BEEN THIS OVERVALUED BEFORE. Every single time the MACD indicator turns, the S&P 500 crashes completely. Right now, that same MACD is higher than it has ever been in history. The Buffett Indicator is also higher than ever before. Once it turns, it will be dark. Stay prepared.

🇺🇸 THE U.S. STOCK MARKET HAS NEVER BEEN THIS OVERVALUED BEFORE. Every single time the MACD indicator turns, the S&P 500 crashes completely. Right now, that same MACD is higher than it has ever been in history. The Buffett Indicator is also higher than ever before. Once it turns, it will be dark. Stay prepared.

Coinvo Trading

11,511 views • 2 months ago

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

258,450 views • 1 year ago

"We are likely to be in a situation where over the next twelve months, we see more supply come into the US stock market than has been the case in living memory" "We could be talking about five or six percent of aggregate US market cap coming in as supply." "If you look at the impact on the stock market, it's not when an IPO occurs, it's kind of in the twelve months afterwards" "The rule of thumb, if you looked at history, is that a one percent increase in supply is associated with a seven and a half percent worse return over the over the subsequent year." GMO Head of Asset Allocation Ben Inker on SpaceX and the other big IPOs likely coming this year.

"We are likely to be in a situation where over the next twelve months, we see more supply come into the US stock market than has been the case in living memory" "We could be talking about five or six percent of aggregate US market cap coming in as supply." "If you look at the impact on the stock market, it's not when an IPO occurs, it's kind of in the twelve months afterwards" "The rule of thumb, if you looked at history, is that a one percent increase in supply is associated with a seven and a half percent worse return over the over the subsequent year." GMO Head of Asset Allocation Ben Inker on SpaceX and the other big IPOs likely coming this year.

Excess Returns

32,586 views • 1 month ago

Mr Shift: What's the true innovation with prediction markets? Kalshi CEO: There's many ways to answer that question. Um there's the Kalshi piece of it, but then there's the prediction market piece of it, which are not exactly the same. “But the... the true innovation in prediction markets, I think, is this notion, like... and, and I think it has been built through a lot of literature, and then I think the prediction markets have come in our generation, like Kalshi and some of the others have proven it” “The best way to answer like all these most pressing questions is like you have to ask the crowd”

Mr Shift: What's the true innovation with prediction markets? Kalshi CEO: There's many ways to answer that question. Um there's the Kalshi piece of it, but then there's the prediction market piece of it, which are not exactly the same. “But the... the true innovation in prediction markets, I think, is this notion, like... and, and I think it has been built through a lot of literature, and then I think the prediction markets have come in our generation, like Kalshi and some of the others have proven it” “The best way to answer like all these most pressing questions is like you have to ask the crowd”

ShaDow | Clipur.com

23,860 views • 2 months ago

The character of the British people is unique. It is that which has shaped our institutions. It is that which has made them so valuable. It is that which makes us stand up for liberty more fiercely than any other country in Europe. And we must never submit that character to any other nation. [...] Whatever happened to the British Lion—of whom Winston said it was a privilege to give the roar?

The character of the British people is unique. It is that which has shaped our institutions. It is that which has made them so valuable. It is that which makes us stand up for liberty more fiercely than any other country in Europe. And we must never submit that character to any other nation. [...] Whatever happened to the British Lion—of whom Winston said it was a privilege to give the roar?

Margaret Thatcher

23,382 views • 7 months ago

Elon Musk: Humanoid Robots Could Be The Biggest Opportunity Ever Elon expanded on the massive market size for Optimus at last year's All-In Summit: "I think the useful humanoid robot opportunity is the single biggest opportunity ever." "You could expect that in high volume, sort of the million unit-plus per year level ... basically think of it like Optimus will cost less than a small car." "It's probably like $20,000 for a humanoid robot that can be your buddy, like a combination of R2-D2 and C-3PO, but better." "I think the number of robots will vastly exceed the number of humans." "Who would not want their robot buddy? Everyone wants a robot buddy." "Especially if it can take your dog for a walk. It could mow the lawn. It could watch your kids. It could teach your kids." "I think the ratio of humanoid robots to humans is gonna be at least 2-to-1, maybe 3-to-1." "Everybody will want one, and then there'll be a bunch of robots that you don't see that are making goods and services." Recorded: Sept 9, 2024 Join us in 2025:

Elon Musk: Humanoid Robots Could Be The Biggest Opportunity Ever Elon expanded on the massive market size for Optimus at last year's All-In Summit: "I think the useful humanoid robot opportunity is the single biggest opportunity ever." "You could expect that in high volume, sort of the million unit-plus per year level ... basically think of it like Optimus will cost less than a small car." "It's probably like $20,000 for a humanoid robot that can be your buddy, like a combination of R2-D2 and C-3PO, but better." "I think the number of robots will vastly exceed the number of humans." "Who would not want their robot buddy? Everyone wants a robot buddy." "Especially if it can take your dog for a walk. It could mow the lawn. It could watch your kids. It could teach your kids." "I think the ratio of humanoid robots to humans is gonna be at least 2-to-1, maybe 3-to-1." "Everybody will want one, and then there'll be a bunch of robots that you don't see that are making goods and services." Recorded: Sept 9, 2024 Join us in 2025:

The All-In Podcast

27,525 views • 1 year ago

TEHRAN’S TACTICS: Senior regional intelligence source indicates that Iran is betting on a game of "endurance," banking on market meltdowns and domestic distress to force President Trump into a deal. Trey Yingst: "Iran sees this as a game of endurance. They believe that time is on their side and that ultimately the domestic pressure, when it comes to energy markets and the stock market, will force President Trump to make a deal that's in their favor. That is not the truth. That is not the reality." "The president and his counterparts in Israel have the ability to continue this operation for months if they need to."

TEHRAN’S TACTICS: Senior regional intelligence source indicates that Iran is betting on a game of "endurance," banking on market meltdowns and domestic distress to force President Trump into a deal. Trey Yingst: "Iran sees this as a game of endurance. They believe that time is on their side and that ultimately the domestic pressure, when it comes to energy markets and the stock market, will force President Trump to make a deal that's in their favor. That is not the truth. That is not the reality." "The president and his counterparts in Israel have the ability to continue this operation for months if they need to."

FOX & Friends

228,022 views • 3 months ago