Nanalyze
@nanalyzetweets
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Helping people become better investors. May contain traces of irreverent humor.
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@eyeslasho
Nearly two-thirds of global female billionaires are Chinese. Nobody ever talks about this.
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@odannyboy
@andybudd
Incompetency doesn't transfer well between departments. No matter how stringent hiring managers are, low performers end up in roles that drag teams down. This is a perfect opportunity to show them the door.
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@NoLieWithBTC
You say that like it's a bad thing. Welcome to a world where decisions have consequences.
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@wondrlost
@bpolitics
Ask anyone to explain what an NFT is & what purchasing one entitles the purchaser to
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@iamjameelg
@odannyboy
@andybudd
Wrong. That's not how the real world works. When it comes time for layoffs, hiring managers keep the most competent people and kick to the curb the low performers. That's the reality of what it's like to work in large multinational corporations.
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@hubermanlab
"It’s not true that you shouldn’t order fish on Mondays, says the man who popularized the idea." Bourdain in his classic Kitchen Confidential said that, but apparently later said it doesn't matter these days. Can concur from experience.
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@Lubchansky
Why is everyone acting like they've never seen layoffs before? Culling the herd every once in a while is a great idea. All those "quiet quitters" were getting a bit too comfortable trying to avoid work. This is a normal part of the business cycle. Boom, then bust. They'll live.
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@Ulyses
@lexfridman
@elonmusk
Says a PR guy. These are the people who email us daily asking if they can "pitch" their client's story. Expects us to do all the heavy lifting and then be grateful for the favor.
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Here are some takeaways from our video on the potential of generative AI (h/t McKinsey for the report).
(Investors in $PATH. $NVDA, $SNPS, and $RXRX will find this presentation particularly relevant.)
•Existing AI technologies (legacy AI?) stands to add the most value. Once
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Company-specific risk has, and will continue to, destroy the wealth potential of young investors.
Take Rocket Lab for example. $RKLB
The banter on Twitter is all about backing up the truck. And why not? Valuation is in line. The story sounds great. There's a charismatic CEO.
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@renegadesilicon
@triketora
Exactly. How many "when are you coming home from the office?" or "you're working late, AGAIN?" calls do founders receive from their partner, regardless of gender? Lots. Family too. "Why do you work so much?" Facts.
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Rocket Lab grew 2023 revenues about 16% from the year before to nearly $245 million. More importantly, from our perspective, the company more than doubled gross margin from 9% in 2022 to 21% in 2023. That’s been a real sticking point for us in terms of investing in $RKLB.
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Everyone's complaining about $TSLA.
What part of "In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas" did people not understand?
Here's to hoping
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Is it time for us to go long Rocket Lab $RKLB stock?
The company more than doubled gross margins from 9% in 2022 to 21% in 2023. That’s been a real sticking point for us in terms of investing in Rocket Lab stock.
It also appears Rocket Lab $RKLB is figuring out the right
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@CybersmileHQ
Yes. Develop thicker skin. Life is tough. Sticks and stones can break bones.... etc. Don't need a foundation to teach people to ignore when others say things they don't like.
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If you're going balls deep on one stock like $SOFI or $PLTR or $TSLA because you think it's the greatest thing since sliced bread, you ought to spend all your time analyzing the bearish talking points, not the bullish ones.
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We're noticing a fair number of cheerleaders coming around pumping $RKLB with comments that add zero value. (They were warned once, then blocked .)
People like that aren't welcome here at Nanalyze because they don't provide anything useful to our audience who deserves better,
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Rocket Lab $RKLB is also no longer just a launch company. Its Space Systems division accounted for more than 70% of revenues in 2023 and is expected to be a major driver of growth on the back of two big contract wins.
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Young bucks may think they're winning in the
#StockMarket
casino, but it's always the
#HedgeFunds
having the last laugh.
Be an investor, not a speculator.
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Probably the biggest risk for Rocket Lab $RKLB right now is the Neutron rocket. The company is investing a lot of resources in its success in order to compete with SpaceX and other competitors in the launch market.
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Palantir's $PLTR net retention rate has been steadily falling.
Net retention rate (or NRR) is a common SaaS metric that measures your ability to retain and expand customers.
Sure, you can't expect retention to remain high forever, but Palantir's NRR is now significantly below
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Hedge funds hate us for sharing this simple trick.
Are you a small publicly traded company looking to join the AI hype train? Is using the term "generative AI" 420 times in your investor deck not doing the trick?
Don't be left behind.
Just buy a bunch of stuff from $NVDA
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Why are Chinese stocks so cheap?
Investors in popular Chinese tech stocks like $BABA, $PDD, $BIDU, $JD, $NIO, and $LI often point to valuation as a reason to invest in Chinese tech names.
Be careful!
One major reason Chinese stocks appear "cheap" is because they're trading
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We just reviewed Reddit $RDDT stock and to be honest, we're underwhelmed. Anyone buying? If so, tell us what we're missing ;)
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@Thuso1Africa
Your major fast food chains are having problems stocking chicken because they don't have sufficient electricity. Drivers are being robbed in Joberg by criminals masquerading as police. Intercape busses are being attacked. And the list goes on.
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$NVDA looks like a great $45 billion picks-and-shovels play on AI computer chips and it may be the closest thing there is to a pure-play artificial intelligence stock there is at the moment.
Nanalyze, 2016
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On stop losses.
Let's say you're going to buy some shares of $SOFI because a 25-year-old life coach said that it's going to 10X.
There are two approaches you can take here.
Approach One: Try to guess where the bottom is by reading the technical analysis tea leaves. Or you can
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$PLTR should be $40 a share. $SOFI should be $20 a share. $TSLA should be $100 a share.
There should be a rule that anyone who cites arbitrary stock price targets on Twitter is required to provide supplementary valuation justifications that they calculated manually from data
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While both of these EV companies, Tesla $TSLA and China’s BYD $1211.HK, are compelling, there’s also another angle to take here – chips. We’re in the midst of investigating a pick-and-shovel play on electric vehicles by investing in EV chips.
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$NKLA stock seems to be very popular among retail investors.
Let's look back at some of the company's accomplishments thus far...
✅ Founder convicted of fraud
✅ Batteries caught fire
✅ Nearly doubled their shares outstanding in the past 12 months, diluting shareholders like
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If you’re planning to hold a company for a decade, the total addressable market (TAM) needs to be sufficiently large so they can grow for long periods of time.
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Analyzing a classic $RKLB cheerleader post containing four sentences.
"They will be successful!" Useless statement. Provides zero reasoning or support.
"They won't launch if there is no success otherwise they will reschedule the launch window." States something blatantly
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Is $NVDA due for a crash?
NVIDIA stock's massive success in the GPU market is thanks to huge
#GenerativeAI
demand. In fact, generative AI currently sits at the top of Gartner's hype cycle. So, what happens when that demand dries up?
Enter the trough of disillusionment. This is
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We've been covering $RKLB since before many of these weekend warrior analysts were old enough to drink ;)
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There are plenty of
#neuroscience
startups trying to make the brain-computer interface
#BCI
a reality. Now, there's a startup that uses
#MachineLearning
and a wristband to tap into your nervous system. Funding led by
#Google
.
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Our recent post on not going all in on a single stock seems to have struck a nerve with some $RKLB investors who don't understand the financial concept of company specific risk.
We're seeing a number of "I get what you're saying, but here's why I think people should make stupid
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YouTube advertising is suspect.
We spent some ad money promoting one of our videos and noticed that people were subscribing to the YT channel left and right while the cost was only seven cents per click.
Sounds amazing, right? Plenty of people would start pouring money into
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We covered over 100 disruptive technology SPACs. Of those, 13% have lost 95% of their value or more. Some have been a total lost.
We warned investors in every one of these cases.
$VLD, $FOXO, $MVST, $ARVLF, $VIEWQ, $AKLI, $ME, $RBOT, $MNTS
Bankrupt: $FSRD, $BBLN, $APPH, $PEAR
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We've complained to YouTube countless times about the scammers that come by and leave comments on every video.
Their response? Someone from Manila says "why don't you report the problem." Beyond useless.
But use the word "retarded" in a comment and all hell breaks loose with
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An Irish startup called
@Axial_3D
is using
#3DPrinting
and
#MachineLearning
to turn medical scans from patients into 3D-printed models.
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One of the biggest mistakes newbie investors make is to become caught up in the stories being weaved by glorified salespeople who run companies. That’s their job. To sell the prospect of the company to investors.
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@daveginvesting
Trying to understand the day-to-day price action of stonks is like trying to understand women. You spend a lot of time on it and then finally realize it's something you'll never fully understand. ;)
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We like $GTBIF stock and think, along with Trulieve, it provides one of the more compelling ways to get
#cannabis
exposure for (if such a thing is even possible) risk-averse cannabis investors.
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@boracho80
@iamjameelg
@Richard09609591
@odannyboy
@andybudd
@boracho80
If you want to add value to a conversation, at least start by saying something that everyone won't immediately know is just plain wrong. Shareholders don't get involved in hiring/firing decisions. Companies use layoffs as an opportunity to sack low performers. Reality.
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Here’s a look at how fast Palantir $PLTR is growing revenues alongside Wall Street software-as-a–service (SaaS) darling, Snowflake $SNOW. Credit: Nanalyze
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In your 20s - you don’t know what the hell you’re doing
In your 30s - you’re still figuring it out
By the time you get to 40 - you don’t give a sh*t
And by the time you’re 50 - you really don’t give a sh*t”
The less you care about what people think, the easier life becomes.
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If you're holding any of the three pure play metal 3D printing stocks - $VLD, $MKFG, or $DM - you might be wondering why these companies have performed so poorly.
Since their grand SPAC debuts, shares have simply been decimated.
Desktop Metal $DM down 90%
Velo3D $VLD down 95%
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Planet Labs $PL leads in terms of revenues and market cap when compared to other pure-play geospatial intelligence stocks.
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Is
#Tesla
going bust? You'd think so if you listen to mainstream pundits. Don't. Here's an objective look at Tesla that separates "you know who" from his biggest company. $TSLA
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You’re allowed to have revenue growth stall temporarily. That’s not uncommon these days. What you’re not allowed to do is whipsaw investors with guidance changes that imply management doesn’t have a good handle on the business.
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$TSLA is still a car company with 82% of sales last quarter coming from automobile sales.
"Energy storage and generation" accounted for 6% of sales last quarter with a gross margin of 22%. Growth of that segment has been stale over the past year.
"Services and Other" comes in
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More
#SyntheticBiology
stocks are popping up, three using
#SPACs
. Here's a look at seven stocks focused on the exciting field of
#proteomics
.
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@pfhmarsden
@triketora
@renegadesilicon
That "dude" raised a very good point and the "chick" wouldn't engage in dialog with him - straight up showed him the hand. Not very productive.
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There’s a lot to like about the world’s biggest pure-play water company, Xylem $XYL (especially the exposure to digital and automation technologies.)
There is even some indirect exposure to water tech startups through the Xylem’s accelerator program, which has supported several
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#Space
is an exceptionally risky area to invest, and Planet's
#geospatial
intelligence business is no exception. Some pros and cons for $PL stock.
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"Resilience matters in success... Character is not formed out of smart people. It is out of people who have suffered." Jensen Huang
Sounds like he's talking about all the PHDs out there. You know, Poor, Hungry, and Determined.
Do you agree with the CEO of $NVDA?
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@paulg
People are paying a lot more attention now vs back when the CEO was spending most of his time supplicating to activists when that Timnit Gebru character was rightfully shown the door. That supposed "leader" hired a bunch of activists and now they can't get rid of them. These low
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@mochanerd
@eyeslasho
China has 17.41% of the world's population and nearly two-thirds of the global female billionaires.
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We often joke about corporate slavery here at Nanalyze, but the truth is that if you’re fortunate enough to be employed at a job that involves sitting in front of a computer all day, you have a pretty easy life compared to the majority of people on this planet.
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The ultimate goal of
@Ginkgo
Bioworks is to replace factories with biological foundries that can produce everything we need directly, thanks to
#SyntheticBiology
.
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AbCellera stock was a pandemic darling, with their first day of trading seeing a valuation of nearly $13 billion. The AI drug discovery stock - which we happen to like - has now tumbled over 90%, leaving investors wondering whether it's time to buy.
We see a lot of appeal in a
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Ginkgo Bioworks $DNA is trading near all-time lows. Buying opportunity, or falling knife?
Ginkgo released 2023 earnings results, and it's not pretty. Downstream revenues are drying up, and milestone pool opportunities aren't providing as many growth opportunities as investors
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When guidance gets adjusted three times in a row (cough, cough Planet Labs $PL) it shows that management is detached from operations. This breeds distrust among investors.
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Every investor needs to aspire to reach a point where they have enough confidence to make investment decisions with conviction instead of taking the advice of instant analysts chasing clout.
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Disruptive growth investing is a simple endeavor. You’re looking for companies that use technology to disrupt existing business models or create entirely new markets (called blue oceans).
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Rocket Lab $RKLB CEO said the following:
And I’ll remind you that the end goal here is not just to be a bus provider or even a prime. It’s to ultimately have our own constellation in orbit providing services, because that’s where we ultimately think this all goes.
Then the CFO
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According to experts at the University of Cambridge, there are only two stocks we ought to be looking at for long-read sequencing exposure – Pacific Biosciences or PacBio $PACB and Oxford Nanopore Technologies or Nanopore $ONT.L.
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We’ve covered more than 460 companies and have never seen a
#CEO
commandeer an earnings call to obsess over how much his company’s product contributes to global warfare and politics - only with
#EnterpriseSoftware
firm Palantir.
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Rocket Lab $RKLB stock is bouncing off all-time lows on the back of their recent launch failure. That's precisely when you should start thinking about investing in a company that's only showing better metrics as time goes on.
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Is the ultimate
#ElectricVehicle
one with swappable
#batteries
? Gogoro seems to think so. Now, they just need to expand outside of Taiwan. $GGR
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Want to know a quick way to reduce the volatility in your portfolio? Stop looking at it so often. When you’re constantly talking about a stock day and night, it’s easy to fall into the trap of convincing yourself it’s “the next NVIDIA.”
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@michaelheister
@WholeMarsBlog
Most people who scream at others about lowering their carbon footprint could give two sh1ts about the planet. It's all about control.
Those who lack the competency/work ethic needed to ascend competency-based hierarchical structures need another way.
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When the world's greatest poker player
@phil_hellmuth
starts talking about $IONQ, you know that
#QuantumComputing
stocks are reaching peak hype.
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@xwarizm
@pfhmarsden
@triketora
@renegadesilicon
It's not just female founders that get this treatment. All founders have to deal with it. Playing the victim card is getting old now. Grow a pair and deal with it. Life as a founder is tough.
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$DXYZ should be trading at $5.32 per share.
Why? Let's look at the fund's net asset value.
Net asset value is simply the value of a fund's underlying holdings. In this case, Destiny Tech 100's NAV was $4.84 per share as of the end of 2023.
Assume a 10% premium for market
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We invest in companies, not stocks. We don’t just dump a company in our portfolio because the stock hasn’t been hitting new highs every week.
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Rocket Lab $RKLB CFO Adam Spice said that the current valuations attached to some public space companies make them more affordable than startups. That certainly jives with what we’ve seen happen among space stocks, many of which were launched through mergers with SPACs.
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Want to see in-depth analyses of all your favorite disruptive tech stocks? Head over to our YouTube channel and watch to your heart's content. No jargon or technobabble - just honest research and a bit of sarcasm.
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Desktop Metal $DM shareholders must be kicking rocks.
If you bought $DM shares at the SPAC debut price you'd be down 94%.
Why?
Because when you say you'll hit $584 million in 2024 and then guide to "between $175 million to $215 million for 2024," investors are going to
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When running a
#smallbusiness
you can't get
#loans
very easy because you have
#nocredit
. 2 startups addressing this.
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$IONQ is still massively overpriced.
For the full year 2024, $IONQ expects revenue to be between $37 million and $41 million.
Let's say they hit the top end of that guidance. That's a simple valuation ratio of 46 (market cap / annualized revenues).
Even if $IONQ shares
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#Nanotechnology
seems to have disappeared, but it might still exist today using many different names like
#synbio
and
#genomics
. Maybe
#graphene
didn't take off yet, but here are 15
#nano
startups getting funded.
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@Johnw26257391
@Witdarkstar
@elonmusk
@danielhoughton
@anothercohen
@iamharaldur
Attacking someone's looks won't do much to help make your argument. We could all stand to lose some weight, and we could all stand to treat each other with a bit more respect on here. We shouldn't need Twitter police to conduct civil discourse.
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Instant analysts be like, "here's my hot list of stocks that will 1000X over the next decade which I picked based on my superior stock selection skills."
Proceeds to show the same set of tickers every other instant analyst won't stop talking about.
(Rolls eyes)
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When you attach something of value to
#blockchain
#tokens
, suddenly they become interesting. That's what
@Securitize
is offering with their securitization platform.
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$DNA is creeping like a Mohican towards the $1.00 price point. Why is this significant?
Exchanges have listing rules that require stock prices to stay about a certain price - usually $1.00.
Should $DNA shares start to trade below $1.00 for any length of time, Ginkgo Bioworks
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Our posts on $RKLB turned into a veritable honeypot for cheerleaders, and we continue to cull the worst offenders from our channel.
Throughout the fracas, someone made this comment about "single-stock communities" which is very telling.
"Nothing better than finding a company
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We use social media for one reason - to help people become better investors. If we do that, they'll support us financially so we can grow bigger which allows us to help more people. The old flywheel effect in action.
We don't run this Twitter account for our health. The time and
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If you think
#3Dprinting
fizzled out, think again. Exciting new technologies are being developed by companies like
@Digital_Alloys
. Their technology is called Joule Printing, and it's a fast, low-cost way to
#3Dprint
metals.
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@iamjameelg
@odannyboy
@andybudd
And Elon Musk cleaning house at Twitter just goes to show how much fat on the hog there is when you don't clean house every so often.
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@Witdarkstar
@elonmusk
@danielhoughton
@anothercohen
@iamharaldur
"Do better" is usually a dog whistle for "tow the ideological line or else." People can and will do what they want, regardless of how other people feel about it. It's called living in a free society.
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