6 months ago the Ethereum community was infighting, losing momentum to Solana, and sentiment was similar to the bear market of 2018.Now its completely flipped, has a real mainstream narrative, is outperforming and people are calling for flippenings.Lesson in there. ...

Investment Strategy - Venture Capital firms are prioritizing infrastructure investments that generate tangible revenue over AI-related ventures with inflated valuations [1] - The industry believes sustainable competitive advantages (moats) are more valuable than short-term market momentum [1] Financial Focus - The industry is focusing on infrastructure deployments valued at $38 billion [1] - The industry is emphasizing investments that yield actual revenue [1]

RT Breakout (@breakoutprop)If one asset keeps pushing while another in the pair holds steady, that’s usually a good sign the move isn’t done yet.Let it play out, watch the pullbacks, and don’t rush to fade momentum.With prop, those extra legs in the move aren’t just nice to see... they’re where accounts get made. ...

RT Breakout (@breakoutprop)Momentum matters.A strong start to the month can set the tone for everything that follows.Confidence builds, execution sharpens, and the leaderboard starts to feel like home.Full convo with NickDe now on YouTube. https://t.co/EsvrzXqx8T ...

Market Trends - The report indicates a shift in momentum [1]

Portfolio Strategy & Stock Performance - The fund owns six of the "Magnificent Seven" mega-cap stocks, excluding Apple, due to its negative performance across one-month, six-month, and twelve-month timeframes [1][2] - Microsoft, Meta, and Nvidia have demonstrated positive performance across one-month, six-month, and twelve-month periods [3] - Nvidia is up 80%, Microsoft is up 48%, and Meta is up 47% since the April low [8] - The fund added KLA and Lamb Research, semi-equipment names, to the ETF due to a positive reaction to news between the Chinese and the US [14] - The fund prioritizes stocks making recent highs, exemplified by KLA Corp and Lamb Research having 52-week highs in July, versus Applied Materials' high in October [16] Earnings & Market Reaction - Microsoft and Meta had positive price action post-earnings, while Amazon's results were considered a disappointment [7][8][9] - Amazon Web Services' underperformance and disappointing guidance contributed to the muted response to Amazon's earnings [9][10] - The market may experience a 5-7% correction or consolidation, potentially driven by macro factors rather than individual stock performance [10] AI & Innovation - Innovation and AI are key areas for capital commitment, driven by concerns about productivity enhancement and margins [12][13] - Palantir is considered a pure play in AI and is expected to continue attracting capital despite its valuation [20][21] - Palantir has strong margins related to free cash flow and organic revenue growth at 35% for 2025 [22] Individual Stock Outlook - Amazon, Alphabet, and Microsoft are expected to set new highs before year-end, navigating late summer volatility [11] - Palantir is up 110% year-to-date and 18% in a month, with expectations of 53% revenue and earnings growth this quarter [18][19] - Analyst community shows skepticism towards Palantir, with 51% holds and 16% sells, and a 12-month price target of $116 [23]

You added crypto names, Block, Robin Hood, PayPal, and Coinbase. Can you take us through that because it does follow a note that was out last week suggesting that crypto equities should be bought. Okay.Again, purely based on momentum here. This isn't so much where uh quality is the overriding factor. the quality metrics, debt to equity, return on equity, and revenue growth.In particular, revenue growth are particularly strong for these companies. So that kind of allows it to get to the next step. Remember, ...

Our indicators are working flawlessly! 📈 The latest signal caught the bottom perfectly — long entry right at support. Momentum is building. 🚀 #PNUT could be setting up for a strong move! https://t.co/190hPLWzY3 ...

I'm a retired Wall Street PM specializing in TMT; since kickstarting my career, I've spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of '08, and, more recently, with the AI boom. In one word, what I'd like my service to revolve around is momentum. Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

4/5 — Mainstream & Momentum 🐾SHIB went mainstream — listed on Binance (May 2021) Coinbase (September 2021) and Robinhood (Apr 2022), and accepted by retailers like Newegg & AMC for payments. 💳At its peak, SHIB even flipped Dogecoin’s market cap — all through community momentum, no paid listings.The #ShibArmy made it happen. 💪#SHIBturns5 ...