What AI Stocks do you like?

[Fernando]

Supposedly this Deepseek AI can run on a laptop, so the need for cloud based platforms may not be that great, hence less need for the infrastructure that supports the data centers. Sold VPU we've had for a while, bought ANET and added to DELL. Also bought some FELG.

Has anyone downloaded Deepseek yet?
Maybe I should download before US ban it.

 

[James Mpls]

I haven't bought any Bittensor yet, I looked at it, but went with NEAR and Render, I think all their market caps are similar. The 21 million max supply is interesting. I can't buy it in my iTrust IRA, for some reason they don't have Bittensor available, but they have silly meme coins. I'm going to write and ask why. Since all the ETFs became available I'm pretty much only buying crypto in my IRA. Waiting patiently for the Bitcoin strategic reserve to become law of the land.,

TAO is on Kraken atm, soon to be on CB, it will 3-5X this year, IMO.

 

[Bobby Bucks]

TAO is on Kraken atm, soon to be on CB, it will 3-5X this year, IMO.

Today may be a good day to buy some. I intend to grab some more Bitcoin ETF and/or Microstrategy today within my IRA. When the tariff scare is over there should be big rebounds. It appears to be a small scale version of blood in the streets,

 

[Joe Flacco]

This is where BTC is chopping for the last couple months. It can push through and if it does it can go to $250+ rapidly. But I think it probably goes lower before higher.

 

[gregb]

The post that shocked Nvidia stock;

The Short Case for Nvidia Stock

All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.

youtubetranscriptoptimizer.com

 

[Joe Flacco]

The post that shocked Nvidia stock;

The Short Case for Nvidia Stock

All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.

youtubetranscriptoptimizer.com

Here is the technical case for NVDA going to around $60 this year.

 

[Bobby Bucks]

View attachment 96241

This is where BTC is chopping for the last couple months. It can push through and if it does it can go to $250+ rapidly. But I think it probably goes lower before higher.

BTC seems to be influenced more every day by the inflows of ETFs from Blackrock, Fidelity etc. I have my fingers crossed and trying not to be overly optimistic. The dips do make it scary at times.

 

[James Mpls]

BTC seems to be influenced more every day by the inflows of ETFs from Blackrock, Fidelity etc. I have my fingers crossed and trying not to be overly optimistic. The dips do make it scary at times.

Once more corporate treasuries start incorporating BTC into their balance sheet, it’s game on and BTC price goes stratospheric. With the new changes to FASB rules, now corporations have even more incentive to stack Bitcoin on their balance sheets. The positive results to stock prices of companies who adopt a Bitcoin strategy are undeniable. Look at Microstrategy, Metaplanet, Tesla, and recently, Rumble…

 

[James Mpls]

View attachment 96242

Here is the technical case for NVDA going to around $60 this year.

Some nice diagonal line drawing there.

 

[James Mpls]

Today may be a good day to buy some. I intend to grab some more Bitcoin ETF and/or Microstrategy today within my IRA. When the tariff scare is over there should be big rebounds. It appears to be a small scale version of blood in the streets,

Today is a great time. TAO is $350 right now. I’ve been accumulating from $200 to $550. Coinbase listing is coming up and Subnet 34 just won their hackathon for best AI infra. SN 64 / Chutes been on fire lately as well. Plus dTAO system is about to drop. Been tempted to allocate some of my BTC for TAO, but I’ve just been pumping out as many appraisals as possible to DCA into TAO the past 6-9 months here.