Value investor based in Singapore. Not financial advice. DYOR.
Joined December 2020
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$NBIS just hiked GPU prices again.
Oct 1: Token Factory PAYG Dedicated Endpoint rates on major $NVDA GPUs go up ~20%.
Second hike, and it's not isolated. Cloud compute and inference pricing are both moving higher at the same time.
You don't raise prices twice if supply is catching up. You raise prices when demand keeps outrunning it.
$META up 33% in a month — from $559 to $741, with yesterday's Petal/Muse pop putting a exclamation point on it.
That's not a slow grind. That's a stock re-rating in real time.
Muse, Petal, and Connect starting tomorrow — three separate catalysts inside two weeks. The market doesn't usually get a cluster like that by accident.
Chart doesn't lie: this isn't priced in yet, it's being priced in right now.
$META just announced it's building its own internet.
Petal: a transatlantic subsea cable carrying 1 petabit per second. 2x the capacity of the best cables running today.
Same week, Muse — Meta's AI agent — hit #1 on the App Store, ahead of ChatGPT.
Stock up 7.4%.
Own the pipes, own the distribution, own the stack.
And premarket already looks good…
$COIN why i bought it:
Crypto bull market, and they're the exchange it all runs through.
They custody assets for institutions, so every dollar of institutional crypto that comes in adds to what sits on their platform.
More volume in a bull market means more fees, regardless of which coin is winning.
They custody 9 of 11 spot Bitcoin ETFs and 8 of 9 spot Ether ETFs. The ETF industry's crypto sits in their vault.
They keep 100% of the interest on USDC reserves. Average USDC held hit $20B last quarter, over 30% of all USDC in circulation. Coinbase wins every time USDC does.
I'm not betting on one coin. I'm betting on the toll booth.
$COIN why i bought it:
Crypto bull market, and they're the exchange it all runs through.
They custody assets for institutions, so every dollar of institutional crypto that comes in adds to what sits on their platform.
More volume in a bull market means more fees, regardless of which coin is winning.
They custody 9 of 11 spot Bitcoin ETFs and 8 of 9 spot Ether ETFs. The ETF industry's crypto sits in their vault.
They keep 100% of the interest on USDC reserves. Average USDC held hit $20B last quarter, over 30% of all USDC in circulation. Coinbase wins every time USDC does.
I'm not betting on one coin. I'm betting on the toll booth.
Simply bullish for $META.
Opening access for developers to build Muse connectors. You bring the API -- Muse brings the agent, the browser, and the context of what the person actually wants. People reach your service just by asking for it, and their agent takes it from there.
New connectors are live today. Come build with us. muse.ai/platform