Hitbear (@hitborg) header
Hitbear (@hitborg) profile picture

Market analyst. I give my opinion on the following: macroeconomics, markets, tech impact, global news, Bitcoin. market psychology, trading and investing, NFA

Earth
Joined August 2021
Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)Photo by Hitbear (@hitborg)
Bulls 🐂 & Bears 🐻 after taking profits
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$SPCX and $TSLA merger soon ??
SpaceX $SPCX and Tesla $TSLA are reportedly in current discussions over a potential merger The merger could be announced as early as December
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🚘 STEVE JOBS REPORTEDLY SWAPPED HIS MERCEDES EVERY 6 MONTHS TO AVOID LICENSE PLATES. The $AAPL co-founder was known for driving a silver Mercedes-Benz SL55 AMG around Silicon Valley without plates. His solution? Keep replacing it with an identical car. According to former Apple employee Jon Callas, Jobs arranged with a leasing company to exchange his Mercedes during the sixth month of each lease. California’s rules at the time allowed qualifying new vehicles to operate without permanent plates for up to six months, provided they displayed the required sales paperwork. The arrangement meant: • Same silver Mercedes. • Same model. • A fresh lease before the deadline. • No permanent license plates fitted. The leasing company received nearly new cars it could resell, while Jobs kept driving the car he wanted, exactly how he wanted it. (abcnews.com) California later closed that loophole: temporary plates became mandatory for newly purchased or leased vehicles in 2019—years after Jobs died. (arstechnica.com) The man behind Apple’s upgrade culture apparently had his own upgrade cycle. 😂 @grok what’s the most unusual billionaire habit that actually had a clever explanation?
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Did you know the word “dollar” started as a silver coin? It comes from the Joachimsthaler (shortened to thaler), first minted in the Joachimsthal valley in Bohemia in the 1500s. The name later passed to the Spanish dollar and eventually became the U.S. dollar. Your money’s name has a 500-year-old mining story.
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$DASH • YTD -20%, P/E 74, Rev 14B FY
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$MSFT sees major outage hitting Outlook, Teams and 365, per Reuters. Downdetector logged over 130,000 reports. Connectivity issues span regions after elevated infrastructure load. Company is redistributing traffic and repairing systems. Second disruption of the day after earlier Teams problems. These repeated hits raise questions about reliability for daily workflows.
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Hitbear retweeted
Replying to @BrightLabsMedia @X
It makes sense to bring back 'revenue sharing' if they're going to show ads in replies to everyone on the platform. Do you think they might be considering it? 🤔
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Another One $SMCI falls on DOJ look into possible China server smuggling. Probe examines if Alice Huang aided diversion of Nvidia-powered systems, linked to a March co-founder charge over $2.5B. Export risks keep weighing on AI hardware names.
BREAKING: $SMCI crashes 15% as the DOJ probes whether Alice Huang helped smuggle its Nvidia powered servers into China. In March, a Super Micro co-founder was also charged in a $2.5 billion China smuggling case.
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Hitbear retweeted
Biotechnology has always been a tough nut for me. So many companies (often in small niches), trials, results and headlines make this a blurry field to me. $ILMN has been good for me but even it gets hit. NFA
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Seeing ads on replies since yesterday. @X why you sneaking in ads like this🥲. I thought the premium+ was supposed to be free from annoying ads.
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$LULU • YTD -49%, P/E 9, Rev 11B FY
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$AMAT • YOY+67%, P/E 34, Rev 28B FY, Div .54%
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Hitbear retweeted
Bitcoin’s getting punched in the face and the ETFs are right there with it 🥊 $BTCI $IBIT Adding a tiny smidge on this dip. Stay safe out there! This weekly close is the main event — do we bounce back or take another leg lower? 👀🔥
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$FDS | IN PLAY 🟢 Another one from the watchlist has come to life! Got the confirmation I was waiting for, and $FDS has now moved from WATCHING to IN PLAY. The first target is +1R, but there's still work to do. I'll be keeping an eye on how price behaves from here. Let's see how this plays out!
WATCHLIST UPDATE Found 9 more setups worth watching! 🟢 LONG $ISRG $MSFT $ARE $CMS $FDS $FE $GDDY $GIS 🔴 SHORT $KLAC Yesterday's 5 setups are staying on the list too, so we've got plenty to keep an eye on! Nothing triggered on these new additions yet. Just waiting for price action to give us a reason to act. Charts below 👇
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$AMD is buying into quantum computing. It plans an equity stake in PsiQuantum and will co-design the infrastructure for utility-scale quantum machines. Size of the stake not disclosed. Same morning: William Blair upgrades $AMD to outperform as $NVDA deals with its leadership turmoil. Real edge or distraction? Full story on eToro 👇 etoro.tw/4stD9No Your capital is at risk.
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AI compute expansion planned for Arizona and Texas. $24B for Starbase gas plant and site, up to $50B for Cochise 6GW campus, ~$74B overall. Dec 9 hearings ahead. $SPCX is prioritizing owned power for growth. Approvals will set the timeline.
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Hitbear retweeted
Canva made graphic design more accessible through templates and simpler editing tools. Instead of expecting everyone to master complex design software, it reduced the difficulty of getting started. The lesson for AI founders: Sometimes, your biggest competitive advantage isn’t more technology. It’s making a difficult task easier to adopt..
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$HLT • 5Y +161%, P/E 51, Rev 12B FY
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Hitbear retweeted
The biggest danger of a decent 9-to-5 salary is that it makes you just comfortable enough to stop building an exit strategy ​Don't let a predictable paycheck lull you into dependency.
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Jensen Huang resigns as CEO of $NVDA. Colette Kress becomes interim CEO while the board searches for a permanent replacement. Neocloud stocks fall sharply: $NBIS -21%, $CRWV -14%, $NEO -13%, $IREN -9%, $CIFR -9%. Nasdaq 100 futures extend losses to about 1.5%. The selloff reflects how tightly these pure-play AI infrastructure names are tied to Nvidia’s leadership and chip supply. Uncertainty at the center of the ecosystem is flowing through to the surrounding names.
BREAKING: US neocloud stocks collapse after Jensen Huang resigns as CEO of Nvidia: 1. Nebius, $NBIS: -21% 2. CoreWeave, $CRWV: -14% 3. Roundhill Neocloud ETF, $NEO: -13% 4. IREN, $IREN: -9% 5. Cipher Digital, $CIFR: -9% 6. Applied Digital, $APLD: -8% 7. TeraWulf, $WULF: -7% 8. Core Scientific, $CORZ: -5% Nasdaq 100 futures extend losses to -1.5% on the day.
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Colette Kress has been announced as the Interim CEO of $NVDA replacing Jensen Huang.
JUST IN: Colette Kress to replace Jensen Huang as Nvidia's $NVDA interim CEO.
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