ackoomen @ackoomen
not ackman, breaking down crypto & global markets | learning in public so you don’t have to Joined July 2025-
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@sunlc_crypto would the money all then flow to the tier 1 wfe suppliers like $AMAT?
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guess where’s the money going? $AMAT $lrcx $klac channelnewsasia.com/east-asia/sk-h…
@blknoiz06 now let’s get your net worth up to Elon’s with solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump
@rubicon59 Or get the picks and shovels supplying into that? $AMAT $LRCX
@RaminNasibov @elonmusk heroes of might and magic 3
$msft’s my next punt. started to see more improvements to microsoft’s ai offerings at work; with how entrenched they are in corporations, hard to believe they will not reap the lions’ share of profits. at the same time, chart seemed to have broken out. let’s see 🤞🏻
@jukan05 any chance for picks and shovels play with $amat, $asml, $klac, $lrcx?
@zeroxkyle does property in singapore make the cut?
@TradexWhisperer i eat chips, chips ate world. i ate world.
@jasonschips hmm are returns high? or is intelligence low? degen mode!
@jukan05 why isn’t the demand reflected in semi salaries yet thoooo ):
@watchingmarkets how high can penguins fly?
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