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I think im more worried about Eth bleeding than a major pullback.
Coinbleeding has the boiled from effect. You have no idea if its the end of a bullmarket and your money is locked away for 4/5 years.
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2025-02-10
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Exactly. Very few people seem to be interested in extending more indepth discussion.
!tip 1
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2025-02-10
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Apparently the wait list in London to get gold is super long, it's all owned by Indian housewives
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2025-02-10
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Hopium.
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2025-02-10
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u/DBRiMatt has tipped u/DrRobbe 1.0 donut (weight: 1.0)
[LINK](https://reddit.com/comments/1ilyr6n/_/mbzienz)
[ARCHIVE](https://raw.githubusercontent.com/ethtrader/ethtrader-tip-archive/main/2025/02/10/t1_mbzienz.txt)
^(note: archived content can take up to 10 minutes before it is available for viewing)
^(donut-bot v0.1.20240111-tip | Learn more about [Earn2Tip](https://www.reddit.com/r/ethtrader/comments/17q24e7/introducing_donutbot_register_and_tip_commands/))
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2025-02-10
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Be careful moons not only a liquidity trap, but also has a lot of long term whales waiting to dump as soon as it gets higher, there's a lot of big bag holders, because the market cap is still in the millions around 6, but the volume is tiny, hallmarks of a dead coin
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2025-02-10
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Governments need to hold reserves. It used to be good old USD bonds but they are dumping it for gold now. Why do you think 10y yield has been persistently high?
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2025-02-10
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Im also scared papi
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2025-02-10
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Puts on the property rights of anyone not associated with the current regime.
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2025-02-10
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I AM THE DWED PIWATE MARKET - I’VE COME FOR YOU SOULLLLLSS
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2025-02-10
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Shame on your wife's bf 
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2025-02-10
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I'm very sure 99% of cryptobros copy and paste address rather than scanning a QR CODE
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2025-02-10
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wow this is insane, tk bro
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2025-02-10
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I'm convinced inflation will be in line or below so it will probably come out hot
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2025-02-10
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Too bad she will get deported soon
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2025-02-10
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I agree the security of BTC and BCH have a half life of ~4 years.
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2025-02-10
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I don't think he cares very much about what's legal.
His entire career is based on fraud.
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2025-02-10
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Seems an imperial way of going about it. And, given the dysfunctional paralysis of Congress, I'm starting to see how this imperial mode might be seen as preferable. Until one day we wake up as it's "you can't milk an almond, or a soybean, or oats, so they cannot be called 'milk' any more. From now on, they are to be called 'sissy juice'.
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2025-02-10
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Buying puts tomorrow with Friday expiration will print
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2025-02-10
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Bitcoin surfes the waves of M2 growth.
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2025-02-10
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It’s because of the metric system.
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2025-02-10
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What's wrong with all your wives?
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2025-02-10
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Just buy more. It’s people like you who never make money. Simple rule market is down and you know it will come back you buy. Market is up you hold out till it’s at a lower price point. It goes down then it goes up then it goes down… etc. stop wingeing
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2025-02-10
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My luck is that it's all going to be round up... also I'm going to be stashing my pennies.
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2025-02-10
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You are talking about Bitcoin like a religion. Something that promises you a better life in the far future, as long as you keep believing and put your money into it.
This is a very dangerous mindset. Is Bitcoin really your god that will take care of you forever?
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2025-02-10
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Chiefs are red, they lost. Eagles green and won. Gonna be a nice green week 💚
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2025-02-10
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I will be honest. I am a Tesla bull and I am fucking mentally ill. But you, Sir., you are regarded af. 
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2025-02-10
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FB own platforms that are user based, Reddit is content based. There's your difference when it comes to ramping up DAU levels. In FB, people log in each morning to see what their friends have posted and what new pics they have. What are you doing here everyday? ohh....
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2025-02-10
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NGL, I'd watch the shit outta that
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2025-02-10
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Congrats on your community college degree in audio engineering. Now open a book and find out how to put helmholtz free energy into a couette flow while violating the Boltzmann constant with an inverse differential tau squared all heated up by maxwell's demon's butthole.
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2025-02-10
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Finally... He can move on with Life
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2025-02-10
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>Buys 100x ETH futures isolated margin.
>Order doesn't go through
>wtf?
>Price dumps.
>"Phew, that was close"
>Receive notification.
>"Your position has been liquidated"
>WTF?!!?!!
>Check portfolio, lost money.
>Price pumps hard.
>*pain*
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2025-02-10
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That job only takes care of the filling to the SEC,not the actual writing. Basically the last step.
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2025-02-10
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no ghost peppers?
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2025-02-10
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Got some almond milk?
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2025-02-10
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FULL PORT SHORT BBAI. IT'S up 9% OVERNIGHT NO WAY IT CAN GO UP HIGHER RIGHT?
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2025-02-10
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Did they not just have a binance executive In prison ?
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2025-02-10
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Not many, I think I had about 10 buyers altogether, because my liquidity was low put people off and brought a warning up on bull X
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2025-02-10
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Bitcoin isn't everything. Go outside. Enjoy life.
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2025-02-10
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Can we just get proper real cellular 5G/6G going? This fake 5Ge from the 90s is kinda sad.
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2025-02-10
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!banbet SPY -1% 1d
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2025-02-10
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**Ban Bet Created:** **/u/One_Kiwi6616** bet **SPY** goes from **600.38** to **594.38** before **11-Feb-2025 03:26 AM EST**
Their record is 0 wins and 1 losses.
[**Join WSB Discord**](http://discord.gg/wsbverse)
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2025-02-10
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100 dollar value menu lol
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2025-02-10
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and then a straight dump to 91k again?
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2025-02-10
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You forgot it's not a financial advice
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2025-02-10
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No one believes him now, he's backed down on everything.
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2025-02-10
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US nah. Euro index might. +0,50% today lol. They seems no afraid of mango
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2025-02-10
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What assumptions? What of the things I said wasn’t said by you?
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2025-02-10
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Bot
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2025-02-10
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Your post has been removed because your account does not meet the subreddit requirements:
- Your account must be at least 30 days old.
- You must have at least 15 comment karma and non-negative link karma (>= 0) to post.
Please participate more in discussions and try again later.
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2025-02-10
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Bitbox 2.0 no doubts
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2025-02-10
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surely my OTM options will be valuable no matter what happens because CPI IV is priced into them 
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2025-02-10
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Congrats on the healthy new arrival! Get whatever rest you can while they are in the NICU (assume that early they would still have to stay for a bit). That must have been scary and such a relief your daughter is healthy.
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2025-02-10
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WARNING:
1) IMPORTANT, Read This Post To Keep Your Crypto Safe From Scammers: https://www.reddit.com/r/solana/comments/18er2c8/how_to_avoid_the_biggest_crypto_scams_and/
2) Do not trust DMs from anyone offering to help/support you with your funds (Scammers)!
3) Never give out your Seed Phrase and DO NOT ENTER it on ANY websites sent to you.
4) MODS or Community Managers will NEVER DM you first regarding your funds/wallet.
5) Keep Price Talk and chatter about specific meme coins to the "Stickied" Weekly Thread.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/solana) if you have any questions or concerns.*
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2025-02-10
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I can code. I'll check em all, thanks! I love Sniperoo but it's still buggy 😂
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2025-02-10
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😏. Go birds
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2025-02-10
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Not a fair comparison, since BTC launched way earlier.
The past three months, the numbrs are much closer.
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2025-02-10
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ngmi
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2025-02-10
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Anytime I see these posts I’m reminded that most people would sell when their investment doubles or triples. A very small minority would hodl through it all.
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2025-02-10
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Lol they wouldn’t be worth anything more, certainly not within your lifetime.
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2025-02-10
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People will still spend money on T-mobile until ASTS is live
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2025-02-10
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Reset and go again, without leverage this time… if you chase them big losses you’ll end up just gambling with high risk stuff and you’ll lose the lot
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2025-02-10
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QQQ pump
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2025-02-10
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**User Report**| | | |
:--|:--|:--|:--
**Total Submissions** | 5 | **First Seen In WSB** | 3 years ago
**Total Comments** | 45 | **Previous Best DD** |
**Account Age** | 4 years | |
[**Join WSB Discord**](http://discord.gg/wsbverse)
|
2025-02-10
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Just hold , you’ll be fine in April 2025
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2025-02-10
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SHOP looks very over extended think will dump
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2025-02-10
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For sure, and I'm happy with that, what's the problem?
You know EU is a 800M people market with strong relationship with many other countries ?
We can have our own self sustainable internal market plus we can work with both east and west as well as with Africa, we're literally in between everyone.
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2025-02-10
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Genuinely interested to know if the gold price correlates with something like average earnings in india.
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2025-02-10
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wtf ur like a snake charmer but automod
hail
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2025-02-10
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I can see nvda hitting 135 to 140 today 
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2025-02-10
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You will need a node and a powerful enough computer. It will cost you some $$$. Then you will need to know how to code or find someone that does. Have fun & good luck. Also do not trust anyone unless you know them in this game.
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2025-02-10
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cant wait for the facebook marketplace, here is a 2024 penny $100 no low balls I know what I got
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2025-02-10
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Yep. And the Secretary can argue the pennies in circulation already meets the needs; that’s solid enough for a judge to have to defer.
What you can’t do is demonetize the penny via executive order.
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2025-02-10
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What happens when you need to pay the loan back? If the only money you have is in crypto. You'd have to sell the crypto (thus realise gains and CGT) to pay it off?
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2025-02-10
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ETH will always crash, go sideways, or hit $2800
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2025-02-10
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Your logic beats reading the tea leaves.
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2025-02-10
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"i'm too dumb and racist to even copy the hawk tuah girl properly".
This guy has always been a wanker and his music has always been poppy shit . Glad Tyler the Creator is putting this blackface nazi back into its' hole.
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2025-02-10
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Countries think Trumps bluffing so he’s gonna pick a small country to sacrifice and make an example. New Zealand 200% tariffs. The full Negan Glenn treatment
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2025-02-10
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2025-02-10
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Just a hunch: sell on tue exchange (triggers price drop l) and buy OTC (off market does not trigger price cascade change)
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2025-02-10
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Infotainment is probably on its last year if not already.
We've been talking about Ivy for ages now. The fact that we have had pretty much zero adoption is concerning.
I will agree with your last statement.
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2025-02-10
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Line went up so it will go up forever!!
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2025-02-10
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kyun.host has very cheap VPS's. You can get a basic VM for 3.50€ per month, and 500GB of disk space for another 3.5€ per month (HDD, SSD space is more expensive). You don't need to register or give any personal details, and you can pay them with Monero. What else would you want?
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2025-02-10
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ber LMAO
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2025-02-10
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Next is paper with his picture.
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2025-02-10
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TL;DR: Estimating NVIDIA's Q4 FY2025\* revenue from the capex of its four largest customers using linear regression results in an estimated revenue that is significantly higher than Wall Street's expectations.
*\*Note: Although it may sound confusing, NVIDIA is in fiscal year 2025 and will report its* [*Q4 FY2025 results on February 26, 2025*](https://investor.nvidia.com/events-and-presentations/events-and-presentations/default.aspx)*.*
*This is the author’s opinion only, not financial advice, and is intended for entertainment purposes only. The author holds a beneficial long position in NVIDIA Corporation. The author receives no compensation for writing this article and has no business relationship with any of the companies mentioned. The following analysis has been carefully conducted, but numbers or calculations may be incorrect, leading to potentially incorrect results.*
NVIDIA will report its Q4 FY2025 financial results on February 26. The consensus estimate for NVIDIA's Q4 revenue is [$38.13 billion](https://finance.yahoo.com/quote/NVDA/analysis/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAANOTJUpcAKXWdLKLCN4HDOw3xKM2mpDinXbx-3Ru72Xm5RtzQ8Qf0ruVaAPw61jJOwPbZHkqX9X2SRQvZJqafxEFMyTmQoFXdmxWLKJ-26YBEwQoOy5EcgpCEHOlmOzeyyZXGeSD-90RiaVAj_H8nFt0DtbA37mKFQUC-eGlN5tA). In the past two weeks, Microsoft, Meta, Alphabet, and Amazon, NVIDIA's largest customers, have reported earnings. [One of the biggest headlines](https://www.ft.com/content/634b7ec5-10c3-44d3-ae49-2a5b9ad566fa) was the announcement that these four companies plan to spend approximately $320 billion in capital expenditures (capex) through 2025:
|Year|Meta|Alphabet|Microsoft|Amazon|Sum|
|:-|:-|:-|:-|:-|:-|
|2024 ($bn)|39.2|52.6|75.6|77.8|245.2|
|2025 (planned, $bn)|65.0|75.0|80.0|100.0|320.0|
Much less attention was paid to the significant increase in capital expenditures by these companies last quarter:
|Category|Meta|Alphabet|Microsoft|Amazon|Sum|
|:-|:-|:-|:-|:-|:-|
|Last quarter reported ($bn)|14.425|14.276|15.804|27.834|72.339|
|Previous quarter ($bn)|8.258|13.061|14.923|22.620|58.862|
|Change from previous quarter|\+74.7%|\+9.3%|\+5.9%|\+23.1%|\+22.90%|
Since these 4 companies are the largest buyers of NVIDIA's GPUs, it makes sense to examine a correlation between these companies' quarterly capex and NVIDIA's quarterly revenue. For the last 7 quarters, we get a strong correlation coefficient of 0.95 (Pearson correlation). Now, if we use linear regression to estimate NVIDIA's revenue for the yet-to-be-reported Q4 2025 based on this data, we get quarterly revenue of $49.265 billion, which is more than $10 billion above the consensus analyst estimate.
https://preview.redd.it/fuwtgc4iv9ie1.png?width=2000&format=png&auto=webp&s=477315081203fddfa64c4744f2429c371c4a8041
Of course, NVIDIA's GPUs account for only a portion of these 4 companies' reported capex. However, given the recent disappointing results from NVIDIA's competitor AMD, that portion may have increased. It could also be that a lot of datacenters have been built now and these costs were already incurred in previous quarters, leaving more capex for NVIDIA's GPUs - and the newly built datacenters should now have plenty of room for the upcoming Blackwell generation. Of course, companies like Alphabet are also building their own AI chips, but they are much less cost-effective than NVIDIA's Hopper generation and especially the upcoming Blackwell generation. Or as [Amazon CEO Andy Jassy put it on an analyst call last week](https://www.barrons.com/articles/nvidia-stock-price-87ccceac?mod=RTA): "*most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future.*" All in all, one could assume that the share of capex from these 4 companies going to NVIDIA may have even increased in the last quarter.
In addition, there are other major buyers of NVIDIA's GPUs: xAI, for example, has also purchased tens of thousands of NVIDIA's GPUs and built the massive supercomputer [Colossus with 100,000 NVIDIA Hopper GPUs](https://nvidianews.nvidia.com/news/spectrum-x-ethernet-networking-xai-colossus). Another massive buyer of NVIDIA's GPUs has just formed with Project Stargate, which plans to invest a staggering [$500 billion in new AI infrastructure](https://openai.com/index/announcing-the-stargate-project/) over the next four years. All of this should continue to be a strong wind in NVIDIA's sails.
My positions: 200 NVIDIA shares.
https://preview.redd.it/j0g34hamv9ie1.jpg?width=1149&format=pjpg&auto=webp&s=e0f3896af535ba99a9f1c040540704712323d0ef
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2025-02-10
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First of all, retail is not the target, institutions are, and they are working "top-down". This also means institutional adoption (if any, to stay objective) will happen first.
Also, random regular person will never know XRP is being used even if it is, because someone will simply be "sending some money to my grandson" and thinking "Yeah, I sent USD, they got USD, that's it."
While, in reality (and **this is only one example** cause XRPL won't be the only thing used in the world, lol) it's more like:
1) Avg Joe initiates USD transfer
2) Bank "takes" the USD, and sends the equivalent in some stablecoin (i.e. RLUSD) to the bank where the grandson has an account.
3) RLUSD is sent over XRPL, meaning XRP is bought in the same counter-value (or lent), sent to that bank, where it's automatically "transformed" back into RLUSD, all in the background.
4) Grandson receives USD.
Not this is (over?)simplified, parts might not be 100% correct but you get the point.
TL;DR: Even if it's used, it'll be in the background, so the "average Joe" will never know it's used.
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2025-02-10
|
**User Report**| | | |
:--|:--|:--|:--
**Total Submissions** | 10 | **First Seen In WSB** | 2 years ago
**Total Comments** | 148 | **Previous Best DD** | [x](https://www.reddit.com/r/wallstreetbets/comments/xyz1pg/why_not_att/)
**Account Age** | 2 years | |
[**Join WSB Discord**](http://discord.gg/wsbverse)
|
2025-02-10
|
guys is it bullish when suddenly the federal government is
- spending less in every facet - diminishing its soft power and increasing risks of systems breaking
- unemployment skyrockets as big tech has been laying off workers, and now the federal government is about to lay off 99% of its workforce
- wages stagnated for the average american for more than a decade, while corporations such as netflix and grocery stores have had their prices increase 1-5x from only 4 years ago
- tariffs being implemented further raising costs on americans
- savings at record lows, credit card debt at record highs
- inflation which was 'transitory' and trending down, now suddenly trending up
- countries like japan deciding on raising interest rates in more than a decade
should i full port into spy 700 calls for june?
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2025-02-10
|
# **TLDR**
---
**Ticker:** NVDA
**Direction:** Up
**Prognosis:** Strong Buy
**Reasoning:** Analysis of Meta, Alphabet, Microsoft, and Amazon's capex suggests significantly higher than expected Q4 revenue for NVIDIA (potentially exceeding $49B, vs. $38B consensus). This is based on a strong correlation between these companies' capex and NVIDIA's revenue. Further fueled by massive AI infrastructure investments (e.g., Project Stargate).
**Author's Position:** 200 shares of NVDA (and clearly feeling bullish based on the included screenshot of their holdings!)
**Disclaimer:** This is NOT financial advice. The author holds NVDA and presents this analysis for entertainment purposes only.
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2025-02-10
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PUT YOUR HANDS UP ai-moderator!!! POLICE ARE ENROUTE! PREPARE TO BE BOOKED FOR PROVIDING ILLEGAL FINANCIAL ADVICE!
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
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2025-02-10
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AMD is like a paper shredder for money
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2025-02-10
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It’s genius. Fo example op, he will now sell with no profit, just as soon as he goes even, cause he desperate. Whales then run back up knowing they didn’t have to pay guys like these any wins.
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2025-02-10
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you poor girl... Give it a week and you'll figure it out. or not. that's on you if you can't.
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2025-02-10
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YouTube is still perfect on desktop since you can just block all of them.
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2025-02-10
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2030: Bitcoin is the only real asset in existence
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2025-02-10
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If 🥭is manipulating the markets for his buddies puts and it still goes up, will he enact the tariffs this time?
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2025-02-10
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lol good luck.
The penny only exists because the copper and zinc lobby keeps demanding it exist and pushes Congress against any measure banning it.
If Donald actually is able to convince Congress to kill it, that will be the first thing I can say he did was good.
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2025-02-10
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[https://prnt.sc/cZ0cXcCW6CLi](https://prnt.sc/cZ0cXcCW6CLi)
most up to date, seems like his graph has been tampered with, it wasnt nowhere near 100 in couple of years
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2025-02-10
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>More than any trading strategies planning how to NOT lose money comes first and foremost.
Should be recommended for all beginners.
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2025-02-10
|
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