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Oi, get on the car. The market took a sharp dive.
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I already sold $BYND, capybara introduced a new stock and I am buying $ETHZ, $SOFI, $AIFU.
Let's ride the wave $BYND $AIFU $NERV
Should I dump my China plays? $BABA $BIDU $LI $WRD $AIFU
What's your next move? Are you watching other Chinese stocks? $NIO $PDD $WRD $AIFU $NET for example?
Thank you, and I'm all in. 😼 Also get a good look on BABA and AIFU.
Good vibe, good luck. Take a look at AIFU and NVNI. https://preview.redd.it/qfbesyxs39rf1.jpeg?width=1179&format=pjpg&auto=webp&s=9e708c581b16b07813ddba37b96953f1e005c628
Trump and lithium had always gone hand in hand. It was common knowledge, the same as last semester or back when Trump won the election. The only uncertainty was the timing. Very first time heard of LAC, but doing more research on AIFU and NVNI.
The AI infrastructure buildout is insane. I am not hearing or seeing signs of slowing down, rather the complete opposite. These quotes sound very bullish $CRWV $NBIS $IREN: Sam Altman: “You should expect us to take as much compute as we can… we will spend maybe more aggressively than any company who’s ever spent on anything ahead of progress.” “We already want the company to 100x the 1 million GPUs we will have by the end of 2025.” “Theoretically, at some points, you can see that a significant fraction of the power on Earth should be spent running AI compute.” “I think compute is going to be the currency of the future. I think it’ll be maybe the most precious commodity in the world.” “You should expect OpenAI to spend trillions of dollars on data center construction in the not very distant future.“ Mark Zuckerberg: “We’re planning to invest $60-65B in capex this year while also growing our AI teams significantly, and we have the capital to accelerate investing in the years ahead” “Meta will spend ‘hundreds of billions of dollars’ on AI infrastructure over the long term. We plan to spend $600B over the next few years.” “I actually think the risk is higher on the other side (not spending enough) rather than being somewhat too aggressive.” Elon Musk: “The xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years.” “xAI plans to expand its supercomputer in Memphis to at least one million GPUs from its then-current \~100,000 GPUs.” Satya Nadella: “There will be overbuild … I am thrilled that I’m going to be leasing a lot of capacity in ’27, ’28.” “We continue to lead the AI infrastructure wave and took share every quarter this year. We stood up more than 2 gigawatts of new capacity over the past 12 months alone, and we continue to scale our own data center capacity faster than any other competitor.” “Microsoft has earmarked $80 billion for AI in its current fiscal year. As AI becomes more efficient and accessible, we will see exponentially more demand.” Michael Intrator (CoreWeave CEO): “The depth of the demand, the scale of the demand, the breadth of the demand is overwhelming.” “The overwhelming majority of our infrastructure has been sold in long term structured contracts in order to be able to deliver long term compute to our clients that need to consume it for training and for inference over time.” Whether or not these big tech behemoths are overspending, CoreWeave, Nebius, Iren, etc. are going to be paid. I think all three are buyable on weakness barring an unforeseen change. $HUT $VRT $AIFU Looking good here too.
https://preview.redd.it/higayyfyhtqf1.jpeg?width=1572&format=pjpg&auto=webp&s=e3c4facb50bdace3f722529f8f1f0058ca782aac This is the AI Circle of Money--$ORCL $MSFT $NVDA $AMD $META $AVGO $IREN $CRWV $AIFU $NBIS
Hard to say what the 'proper' valuation is, these things always look stretched in hindsight. AMD adding $50b in market cap almost overnight feels wild, but that's been the story of AI plays across the board. Even smaller names like AIFU have been riding the same sentiment wave. whether it's justified depends on how much of the future growth actually materializes, but right now the market seems willing to pay up for anything tied to AI.
!remindme in 3 months. AIFU and ATCH? What do you think of these two?
LMAO, literally me. Me: Buy the top and sell the dip every time I do trade on AIFU and ATCH. But who knows, I did gain some some times as well. My trading life was like risky af. https://preview.redd.it/7acscastwmqf1.jpeg?width=1080&format=pjpg&auto=webp&s=2c3f61f8eced2e2b6f03316b0ed23879136c14b9
Yeah, it feels like every dip gets instantly bought up. Even the usual catalysts (Fed moves, employment swings, bond yields) aren't slowing things down. What's crazy is how broad the rally is... My watchlist like AIFU climbing alongside the big names, which I wasn't expecting at all. Hard to tell what finally cools things off when even the "sell the news" trades don't stick. 😅
AIFU? More like WAIFU, amirite?!
Quit trying to pump AIFU it belongs no where in that list
Only regards buy AIFU. Only stock that is red lawl :\]
AIFU stock will become the best performing stock this year. Mark my words.
Got in BON earlier at 1.29 and out at 1.92. It held up well, will likely keep going a bit. Float is small, reverse split yesterday. APUS, PTPI, ITP, INHD for tomorrow/the next few days NWTG also a good buy down here, compliance news any day which should spike it. Also watch AIFU and DXF Some of these are due to pending news(NWTG, DXF)/corporate action(AIFU) The rest of them are based on me expecting them to bounce for various reasons. Reminder to take profits.
AIFU just robbing folks 🤣
Sold AIFU 0,22->0,26 Done for today
AIFU is the play damn guys, I have PT at 0,8
Got out of NVNI, next play is AIFU!!
AIFU recovered pretty well
AIFU ... someone on stocktwits started quoting Creed-Higher, at this point I sold all shares for a 6.7% profit lmao
That’s absolutely not true. Here you go: $AIFU, $YXT, $NIVF, $MHUA, $TWG, $LDTC, $MWG, $VSTE, $SBET - all stocks with an RSI below 50 with positive EPS and PE.
* **Nvidia ($NVDA)** – *"AI runs on GPUs, and Nvidia dominates the market."* * **Alphabet ($GOOGL)** – *"Google’s AI advancements are shaping the future of tech."* * **Microsoft ($MSFT)** – *"Azure and AI integration make Microsoft a powerhouse."* * **Tesla ($TSLA)** – *"Autonomous driving AI could redefine Tesla’s future."* * **Amazon ($AMZN)** – *"AWS fuels AI growth across industries worldwide."* * **Sprinklr ($CXM)** – *"AI-driven customer experience is Sprinklr’s edge."* * **iBio ($IBIO)** – *"AI-powered biotech innovation with high-risk potential."* * **Senmiao ($AIHS)** – *"AI in auto services is Senmiao’s unique play."* * **GitLab ($GTLB)** – *"AI-driven DevOps is revolutionizing software development."* * **AIX ($AIFU)** – *"AI-focused solutions drive AIX’s potential growth."*
This trade dispute could significantly impact Nvidia's revenue and stock performance, especially given its substantial business in China. Investors should monitor how this situation evolves, as it may also affect related stocks like $BIDU, $AIFU, $MRVL, $TCEHY, and $TSM.
# **TLDR** --- **Ticker:** AIFU (maybe SPY if you're feeling spicy and want to bet on the overall market reaction) **Direction:** Up (but highly speculative!) **Prognosis:** AIFU is selling off a large chunk of its BGM holdings for ~$107M to address a significant cash flow problem. Author believes this is positive news and predicts a stock price increase. **Caveat:** High risk, highly speculative, based on interpretation of financial data and news articles. Proceed with extreme caution. **Bonus Meme:** AIFU's cash flow: *sad trombone noises*
Biggest LOL at AIFU as part of AI, looks like you got brainwashed or just copy pasted this from somewhere 🤣
He’s spending a lot of money and time on this AIFU stock, and no matter how we try to stop him, it’s useless. He’s already beyond help. If it were just his own money, that would be one thing, but now he’s using my mom’s savings without her consent to invest in this stock. It’s really hard to get along with him now. I just want to get my mom's money back
If it's a merger which one are you recommending to buy, AIFU or BGM?