Let's ask Richard Bernstein, the CEO and CIO of Richard Bernstein Adviserss. Uh, you know, Richard, you just heard the conversation with Low Tony about the the need for this AI trade to expand just beyond AI and tech that other companies have to be involved to make that total addressable market worth it work. It's going to be a an analogy to the rest of the market, I think, right at this point, everybody's got to participate.Is that broadening yacht going to happen. So I think Dom one has to think about thi ...

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RT s4mmy (@S4mmyEth)Everyone is looking for the next Plasma, but it’ll likely have distinct fundamentals.USDai is a synthetic dollar that earns yield from AI hardware and compute.AI will have another leg up, it’s just waiting for the next catalyst; stablecoin payment rails could offer just that.Why do you think Tether revealed its AI initiative recently?Mastercard and VISA also rolled out Agentic infrastructure.Others to keep an eye on include @gaib_ai @AethirCloud and several more are mentioned in this art ...

The investing world loves to talk about fundamentals, but what do they mean? And how can you use them to help you make the right investing decisions? https://t.co/s2mo5TZdFm ...

Market Concentration - The perpetual DEX (decentralized exchange) market is top-heavy, similar to centralized exchanges, with a significant volume difference between the top three and the bottom three platforms [1] - Hyperliquid, Lighter, and Aster are likely to dominate the perpetual DEX landscape, mirroring the dominance of Binance, Bybit, and OKX in the centralized exchange sector [1] Platform Evaluation - Hyperliquid is considered the best one-stop shop for perpetual DEX trading due to its UI/UX and liquidity [2] - The UNIT farm on Hyperliquid is highlighted as a valuable opportunity [2] Future Outlook - There is hope for multiple perpetual DEXs to achieve product-market fit (PMF) and success [2] - Fundamentals are considered the key to long-term sustainability in the perpetual DEX market [2]

yepRenaissance (@0xRenaissance):Assuming it’s not over (I don’t think it is) market pendulum is very clearly swinging back to high conviction sized spot plays predicated on fundamentals.This environment rewards research, conviction, & patiencePump, Aster, Plasma - you’re starting to see coins appear that ...

Market Valuation & Fed Policy - Elevated market valuations are a concern, but earnings growth and accommodative Federal Reserve policy mitigate immediate risks [1][2] - The market operates under the assumption of "don't fight the Fed" following the latest rate cut [2] Earnings & Fundamentals - The ability of earnings and fundamentals to justify valuations is crucial; the market's focus is on whether fundamentals can support current valuations [3] - The sustainability of the AI tailwind is key to supporting a positive fundamental outlook for equities [4] AI Growth & Free Cash Flow - Nvidia's market capitalization increased by $160 billion following an announcement, indicating strong AI growth [5] - Companies are generating significant free cash flow as their business models mature, providing financial flexibility [5][6] - Companies are using free cash flow to build moats, acquire new technologies, and secure future demand [6][7] Competitive Strategy - Companies are proactively "buying demand," which can be seen as a moat-building strategy [7][8] - Unlike the tech bubble, current revenue sources are more stable, reducing the risk of a fundamental collapse [8][9] - Mag Seven companies are reducing fully diluted share count, demonstrating financial flexibility [9] Potential Risks - There is a concern that companies are investing heavily out of desperation or fear of vulnerability [11] - Meta's significant investment in talent suggests potential concerns about competitive threats [11]

Community drives the success of many #memecoins. Do you trust community strength over fundamentals? 🐕 ...

Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] Market Understanding - The market is viewed as a meeting point of demand and supply, with a focus on predicting human behavior rather than solely relying on financial ratios like P/E [1] - There is an emphasis on understanding what the market perceives in a stock beyond numerical data, which includes analyzing sectors, industries, and long-term growth trends [1] Current Investment Outlook - The company is currently bullish on specific stocks including AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]

🚨📊 @ether_fi's onchain financials are now live on the @binance app.Fundamentals are growing in importance. https://t.co/7sHlW3poC0 ...