Notes
$t @talos_is supported by @OffchainLabs and @ethereum built with $emp @EmpyrealSDK tech stack.
severe capitulation on the chart so far, either this is high r/r play from here back to ath or zero
Imagine not accumulating $T here; the first self evolving agent 'founder', updating its own codebase. The one that @arbitrum & @ethereum foundation is publicly endorsing. The one that @BanklessHQ is shilling. The one that @asxn_r is a council member of.
Couldnt be me.
$T | @talos_is is the most egalitarian thing I’ve ever seen. It's insanely ambitious, and if it works, can really reshape the fabric of society.
Sincerely,
THE ARBITRUM FOUNDATION
This might be Arbitrum’s GIZA - $T | @talos_is
- First @OffchainLabs project, built by @EmpyrealSDK.
- Stealth launched.
- $4.75M FDV.
Talos is an Agentic Protocol where autonomous agents optimize yield based on human intent.
A bug on launch funneled $2M+ to the treasury
Risked it. Owned it. Cashed out like a Queen. 👑
If you want to join my Discord community please click on this link. 👉 👈
$BTC $ETH $BNB $SOL $XRP $DOGE $ENA $USDE $TRUMP $SHIB $PEPE $FLOKI $BOME $BONK $WIF $MEME $NEIRO $SUNDOG $GOAT $FART $T $SEI $MAGIC
《继续印证预言家：龙一与龙子龙孙进展对比 》
几天前关于 $B 领衔的USD1概念赛道值不值博龙二这个话题我写了几篇帖子，详细阐述了我在市场流动性有限情况下如何处理龙一和龙二三四五们的投资机会以及思考逻辑。
当时还有不少人觉得Fud到了他们的Bag有点不爽。现在4天过去，我来盘点一下其他仿盘们的情况：
如图所示：当时出来仿 $B 的单字母项目包括 $C $D $E $M $T 以及双字母 $CA ，所以那会儿我说26个字母都快要用光了呢。
现在龙一 $B 眼看势头凶凶又将冲击ATH，这些龙子龙孙们进展如何？
目前市值还过1M的，只剩下了 $CA 一个，但也从高点跌掉了70%。白布Mubarak 团队出来搞的 $E 也只有90万市值，高点跌了90%，其他几个看起来已经弃盘。
再看看我反复拒绝喊单 $CA 并叫大家理性对待追仿盘的时间点，是不是基本就是他们的最高点？ 我如果喊了，是不是就浇到我社区和粉丝身上了？？
Look at my eyes, 黑粉请回答😎😎
一个叙事如果能持续，最大利好的绝对是龙一，而这个龙一往往也是最有实力，最希望把项目做好的。Why? 因为龙一具有最大的曝光和市场/市值溢价，回报高。
如果叙事不能持续，龙一都活不下去，其他仿盘只能死的更快更彻底。
@BUILDonBsc_AI $B 昨晚更新了官网，设计的比之前好多了，难怪涨了一波。不过当时正在王者冲星⭐，就问了一句小伙伴有没有ATH了？还没有？好的，那接着等等。
"不要对短期利润过于敏感，不要对长期收益缺乏想象"
金句看的多，你能记住并贯彻吗？
$T $26 calls 4/17 up $100 since alerted last week at $40 — up 257%
$.40 to $1.43 and in-the-money
Thanks @unusual_whales 📝✅😎
Alerted those $T $26 calls 4/17 at $40 on Wednesday
Today $100 — up 150%
Thanks @unusual_whales 📝✅😎
1/5 $T 的进场止盈位置？
参考周期为1D。从日K盘面来看的话，目前已经完成了突破后的回踩，正在反弹阶段中。
可以把阶段性TP放在前高：0.041 区域。
本文由 #Bitget ｜@Bitget_zh 赞助
$T 丨1D
目前的日K结构符合突破后的回踩完成，进入反弹的阶段。价格刚好回踩到支撑：0.026区域，暂时出现了止跌的现象。
稳点的话，就是等待日K收盘，确认反弹后进场，止损设在支撑下方。或者就是分批进底仓，成功反弹再慢慢加仓至正常仓位。
本文由 #Bitget 丨 @Bitget_zh 赞助
MORNING RECAP
Tesla ( $TSLA): China-made EV sales dropped 4.3% y/y to 78,856 in November.
Month-over-month increase of 15.5% for Model 3 and Model Y deliveries.
Kroger ( $KR): Upgraded to Buy from Hold by Jefferies, target raised to $73 from $54.
Downgraded by BMO Capital, target unchanged at $60.
Live Nation Entertainment ( $LYV): Launched $1B in convertible senior notes due 2030.
Axon (AXON): Upgraded to Overweight from Equal Weight by Morgan Stanley; target raised to $700 from $500.
Crane Company (CR): Agreed to sell engineered materials segment for $227M to KPS Capital Partners, LP. Forecasts Q4 adjusted EPS from continuing operations at $1.10-$1.25.
Donaldson (DCI):
Q1 adjusted EPS $0.83, slightly above estimate of $0.82; Q1 revenue $900.1M vs. $892.43M expected.
Maintains FY25 EPS guidance at $3.56-$3.72; expects revenue growth of 2%-6%.
FedEx ( $FDX): Downgraded to Market Perform from Outperform at Bernstein; target reduced to $316 from $337.
General Motors ( $GM): Non-binding agreement to sell stake in Ultium Cells LLC plant in Lansing to LG Energy Solutions.
Honeywell ( $HON): Signed agreement with Bombardier for next-gen aviation tech; updated 2024 outlook.
Joby Aviation Inc ( $JOBY): CFO Matthew Field to resign effective December 13, 2024.
Rayonier ( $RYN): Authorized $300M share repurchase; announced special dividend of $1.80 per share.
United States Steel ( $X): Shares fell after Trump's comments on reviving U.S. Steel and opposing Nippon Steel's acquisition.
Aflac ( $AFL): Quarterly dividend increased by 16% to $0.58 per share.
CleanSpark Inc. ( $CLSK): FY revenue at $378.9M, below estimates of $397.32M. Adjusted EBITDA at $245.8M, significantly above estimates of $141.44M.
Regional Management Corp ( $RM): Announced a $30M stock repurchase program.
State Street ( $STT): Upgraded to Outperform from Market Perform by Keefe Bruyette; target price raised to $120.
PTC Therapeutics ( $PTCT): Upgraded to Outperform from Sector Perform by RBC Capital; target price increased to $63 from $39, citing transformative deal with Novartis.
TransMedics ( $TMDX): Narrowed FY24 revenue guidance to $428M-$432M from $425M-$445M. Announced new CFO, Gerardo Hernandez, replacing Stephen Gordon.
Vaxart ( $VXRT): Completed enrollment for sentinel cohort in phase 2B study of its COVID-19 oral vaccine candidate.
Microchip Technology ( $MCHP): Shares fell after lowering December 2024 revenue guidance to about $1.025B. Announced closure of Tempe wafer fabrication facility (Fab 2).
Microsoft ( $MSFT): Facing a £1 billion dispute in the U.K. over cloud software licensing practices.
AT&T ( $T): Authorized $10B in share repurchases.
Raised FY adjusted EPS guidance to $2.20-$2.25.
Maintained free cash flow and capital expenditure forecasts.
Credo Technology ( $CRDO): Q2 revenue $72.0M, above estimates; EPS $0.07 vs. $0.05 expected.
Forecasts Q3 gross margin between 60.6%-62.6%; revenue guidance $115M-$125M.
Bill Holdings ( $BILL): Offering $1.0B in convertible senior notes due 2030.
Ingram Micro ( $INGM): To reduce workforce by 850 associates.
IonQ ( $IONQ): Launched IonQ Quantum OS and IonQ Hybrid Services suite to enhance quantum computing utility.
Seagate Technologies ( $STX): Expects lower production output for fiscal Q3 2025, impacting revenue by up to $200M.
Zscaler ( $ZS): Q1 adjusted EPS $0.77, above $0.63 estimate; revenue $627.955M vs. $606.19M expected.
Provided Q2 and FY revenue and EPS guidance, both exceeding consensus estimates.
$T YEAR FORECAST
Sees adjusted EPS $2.20 to $2.25, saw $2.15 to $2.25
Sees capital expenditure high end of $21B to $22B, saw $21B to $22B, estimate $19.48B
Still sees free cash flow $17B to $18B, estimate $17.47B
Still sees adjusted EBITDA +3%2025
YEAR FORECAST
Sees free cash flow at least $16B
Sees capital expenditure about $22B, estimate $19.54B
Sees adjusted EPS $1.97 to $2.07
Sees adjusted EBITDA at least +3%
