retarded mid-term investooor
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$NVDA is very likely to run plus 30-40% in the next 365 days (from 14x fp/e to 18-19x fp/e)
market clearly overstates GPU cycle top, and self-host inference would make more sense lately once Claude Code and Codex start lowering usage subsidies in subscriptions
not forgetting their Vera CPU
Calendar'28 is 11x forward. +EV buy here for me
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$META is up 35% since this
Given mean annual volatility, it is as same as $HYPE going up 105% in 1 month
$META’s destiny is to trade at a premium to Nasdaq 100 average pe
Eventually, the production cost of everything would drop to near zero and many could become a producer
And the production would turn into a commodity
Same time, Meta sells the real-society-as-a-service, and you can’t reproduce the society “artificially”
Unlike TikTok, which is mostly entertainment, Meta’s platforms are more about human’s basic need in society
Meta is not a producer and its operational R&D salary costs would drop hard
Social media will be the highest-margin business
Reprice highoor is a matter of time
Hyperliquid
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not selling $META until it reaches its premium to XYZ100 average forward P/E
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$META’s destiny is to trade at a premium to Nasdaq 100 average pe
Eventually, the production cost of everything would drop to near zero and many could become a producer
And the production would turn into a commodity
Same time, Meta sells the real-society-as-a-service, and you can’t reproduce the society “artificially”
Unlike TikTok, which is mostly entertainment, Meta’s platforms are more about human’s basic need in society
Meta is not a producer and its operational R&D salary costs would drop hard
Social media will be the highest-margin business
Reprice highoor is a matter of time
Hyperliquid
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Crazy that $META forward P/E is still below GOOGL, AMZN, NVDA, MSFT
It should trade at a premium because of strong network-effect business, and have an additional premium because of a frontier AI Lab
So much higher
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thanks to @TaikiMaeda2 I learned “Maeda-hedge”
instead of taking profits during bull trend, you add more for exponential growth
Maeda-hedge your positions.
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those who say that $LIT and $HYPE at 20 P/E are expensive forget that those are cryptocurrencies, not tardfi shares
utility of locking for reduced trading fees and other perks are not priced in yet
Lighterliquid will be trading at crypto premium to tardfi shares
not celebrating ATHs yet
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altoshi turned 18 today.
now I can sign my hyperliquid foundation airdrop ToS. Am I?
Made with AI
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$META $800-900 this year is inevitable once the market realizes that it is *the only* software company which business accelerates from AI, not defends its margins.
They own compute, 3B DAU distribution, positive cashflow business at 19 Forward P/E and a frontier AI Lab.
So much higher.
$META’s destiny is to trade at a premium to Nasdaq 100 average pe
Eventually, the production cost of everything would drop to near zero and many could become a producer
And the production would turn into a commodity
Same time, Meta sells the real-society-as-a-service, and you can’t reproduce the society “artificially”
Unlike TikTok, which is mostly entertainment, Meta’s platforms are more about human’s basic need in society
Meta is not a producer and its operational R&D salary costs would drop hard
Social media will be the highest-margin business
Reprice highoor is a matter of time
Hyperliquid
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$META is the only software company to which AI is an accelerator, not a threat to the margins.
Zuck will use AI to control 3B DAU's attention, and now... actions.
Even Apple can't do so, because they can't sell ads inside own platform. Meta can.
$META is the only big-software-tech winner from AI
MSFT software is getting commoditized
GOOGL search is losing to AI answers
NFLX movies are too long for attention-span-era
META owns fast-dopamine attention of 3B DAU and they will maximize it with AI
18 FP/E is cheap
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cope harder. buying this in $0.8-1.5 zone was a lifetime opportunity and .hls fueled it by shorting with haste
VC unlock fud will be no different from HL team unlocks.
never use emotions in finance, never.
Lighterliquid.
Its all fun and games until...
Starting form Dec 29 2026 Lighter team and "investors" aka VC will start unlocking $3.19M $LIT worth around $16.55M at the current price of $5.19 EVERY WEEK in the next 3 YEARS.
If you didnt understand:
$16.55M weekly
$71.74M monthly
$860M annually
Almost $1B in annual supply overhang, and that's not even the best part lmao.
Their currently buybacks are worth around $0.68M weekly,
So its $16.55M weekly unlocks vs $0.68M weekly buybacks.
A 24X difference.
What do you think will happen to $LIT once all of these unlocks start hitting the market?
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$META is the only big-software-tech winner from AI
MSFT software is getting commoditized
GOOGL search is losing to AI answers
NFLX movies are too long for attention-span-era
META owns fast-dopamine attention of 3B DAU and they will maximize it with AI
18 FP/E is cheap
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Meta is at 1.5T market cap right now. Anthropic is 1.9T.
Muse Spark 1.3 Max is Opus 5-level, while being significantly cheaper.
At 1.5T, you are getting a frontier AI Lab plus a cashflow-generating monopoly on social media at 18 FP/E, and you’re under allocated?
$META is a frontier AI Lab with cashflow-generating monopoly on social networks at 18 P/E and you're underallocated?
$800 this year
Hyperliquid
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Remember HYPE/LIT pair traders? They are inside this chart now.
Could have just held $HYPE spot, dumbasses.
Lighterliquid.
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