Notes

What Multicoin was last cycle, Peter Thiel seems to be this cycle. He must be #1 on PnL among investors this year. Really impressive.
$PLTR $BMNR $BLSH $ATNF
$Lite 做光模块是英伟达供应商,国内新易盛都拉到300亿美金,lite是美区供应商才不到100m. $TEM 做解放医疗数据给ai训练的生意. $MU 天量级“AI推理端算力需求”,催生爆炸式HBM存储系统需求. $ATNF 做借债融资买eth,不是bmnr和sbet这种卖股融资的币股公司,最像mstr. 对买股的散户是一种保护. 以上四个是我最近最看好的美股🙏
$Lite $TEM
-38.99%
$MU
-18.09%
$ATNF
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$ATNF
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