Kris Kay | đ˛ 444 Capital
@thekriskay
đ˛ Current all-in: $NBIS @ $172.10 | Going all in, 1 stock at a time
1.1K Following 44.3K Followers
The affair rally:
$AMZN has added $2 trillion to its market cap since Bezos cheated on his wife in 2019
$MSFT has added $2 trillion to its market cap since Bill Gates cheated in 2021.
$NVDA bull case just dropped
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elon isn't wrong, a lot of these neoclouds will consolidate in 2027, as managing clusters is very difficult.
semiAnalysis tested and ranked dozens of them, to see which companies have the most reliable stack:
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ALL IN ACCOUNT CHALLENGE
STARTING BALANCE $25,000
1ST ALL IN: $CRWV @ $62.55
INSPIRED BY: @kevinxu
