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Joined April 2023
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88% of Nvidia's Portfolio Is Invested in These 3 AI Stocks
Worth looking at what they’re actually betting on 👇
BITCOIN JUST TRIGGERED THE SAME SIGNAL THAT SENT IT FLYING +400%! 🚨
BTC has officially reclaimed the 50-week moving average. The last time Bitcoin broke above the 50W MA back in 2023, it followed up with a massive 400%+ rally.
At the same time, this is the highest weekly close in the last 4 months 🔼
The real signal for me isn't who placed the trade.
It's the message embedded in the positioning:
Someone is willing to pay a huge premium for a very fast semiconductor rally.
Now we get to see whether the market gives them the move they paid for.
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ANTHROPIC JUST PUSHED ITS IPO INTO NOVEMBER
Advisors want the extra month so the roadshow can carry fresh Q3 numbers, not a stale summer tape. October was the crowded expectation. November is the “show the quarter after Astra shipped” plan.
That sounds small. It isn’t. Listing with a just-closed quarter lets them answer the only question institutions will actually ask: did Claude still grow after OpenAI’s September model drop? Older numbers can’t do that job.
🤔 Why the delay lands now
• Safety debate peaked in public the same stretch
• OpenAI’s Astra raised the competitive bar in September
• A November window still clears before the worst year-end freeze — barely
Some sources say the shift was decided before the loudest safety week. Fine. The market won’t care about the internal timeline. It will care whether Q3 proves the growth didn’t roll over.
📈 Market read-through
• AI IPO complex — less “record October,” more wait-and-see into midterms season
• OpenAI private marks — more room to raise or stall without a peer listing first
• NVDA / semis / power — narrative lag, not demand lag, unless the Q3 print actually softens
One month buys better data and more headline risk. If Q3 is strong, the delay looks smart. If it isn’t, they just spent thirty days letting the market invent its own story.
RETAIL INVESTORS ARE GOING ALL-IN LONG ON $SPCX, BUT A BRUTAL CRASH BACK TO IPO LEVELS IS INEVITABLE
I love watching retail traders turn aggressively bullish on a stock where, fundamentally, virtually nothing has changed on a macro scale.
These long positions are being driven solely by Elon Musk’s announcement about an upcoming rocket launch.
Yet the threat of insider dumping, the very catalyst that recently crushed the stock well below its IPO price, hasn't gone anywhere. Guess what happens as the next lockup expiration date approaches? A direct slide right back to the IPO price.
👉 Quick Digest:
The stock rallied 5% over the past week.
Nvidia Orbital AI Deal: SpaceX is partnering exclusively with Nvidia to deploy redesigned NVL72 hardware into orbit via its upcoming Starmind satellites, aiming to make space the cheapest destination for AI compute.
Cantor on Rocket Lab: Cantor Fitzgerald reaffirmed that $RKLB remains an attractive entry point, noting its Neutron rocket could emerge as the only viable rival to the Falcon 9.
Launch Date Rally: $SPCX surged nearly 6% today, crossing back above $150 after SpaceX slated Starship’s 14th flight and first-ever orbital test for September 22.
Nasdaq-100 Rebalance: Following Monday’s quarterly rebalance, SpaceX’s weighting in the Nasdaq-100 will more than double from roughly 1.28% to 2.82%.
MASSIVE $SPCX BULL TRAP INCOMING?! WHY THIS SPACEX BREAKOUT IS A TOTAL FAKE-OUT! 🤔
Admittedly, SpaceX stock is doing a solid job holding above the key structural level breached on September 3. However, there is zero follow-through momentum here. Crucially, we aren't seeing any initiative buying, meaning buyers stepping in not just to buy the dip, but because they are aggressively revising their future price targets upward, which is desperately needed right now.
At the same time, responsive selling from the bears is also absent; we aren't seeing bears view current prices as overextended and stepping in to dump shares.
In reality, we are stuck in a range, and market uncertainty should be the dominant theme right now. Interestingly, retail sentiment on Stocktwits has shifted to "neutral" for the first time in a while, following a prolonged period of bearish bias.
Personally, I’m still hunting for short setups over the coming months, at least until the massive insider share unlock overhang is fully resolved.
👉 Quick Digest:
Space-Based AI: Elon Musk announced he is "highly confident" that SpaceX will launch Nvidia AI hardware into orbit next year.
Launch Milestone: SpaceX completed its 700th Falcon rocket mission by deploying three telecom satellites into orbit from Florida.
Analyst Polarization: Wall Street price targets for SpaceX show an unprecedented spread, ranging from a $75 "Sell" rating at Phillip Securities to an $800 "Strong Buy" at Raymond James.
Compute Mega-Deal: Marking its evolution into an AI infrastructure giant, SpaceX secured a massive $13.3 billion deal with a mystery client who will pay $1.11 billion monthly for compute starting this December.
HAYES IS SHILLING ENA AGAIN WITH A $0.5 TARGET
He has already accumulated roughly $5.53M worth of ENA and is sitting on +$3.3M (+150%) in unrealized profit.
Looking at the chart, I see two scenarios:
🟢 We have a bearish divergence on the RSI. If RSI resumes its upward trend (base case), it makes sense to expect ENA to keep climbing after a minor pullback, with the $0.22–$0.3 resistance zone acting as the first hurdle.
🔴 If the indicator continues to drop (less likely scenario), we could see a revisit to the summer accumulation zone.
Context & fundamental setup:
In his essay, Hayes highlighted ENA as one of the key beta plays in the Ethereum ecosystem—alongside ETHFI (target $2)—to ride ETH's broader rally toward $10,000.
The growth thesis: Ethena directly benefits from surging volatility and funding rates in the derivatives market, raking in record yields for its synthetic stablecoin, USDe.
🤔 It's too early to celebrate, though; we should keep an eye on whether Hayes is doing what he usually loves to do: hunting for exit liquidity to offload his bags.
Hey @grok,
$SPCX has three possible scenarios from here:
1️⃣ Fail to hold support, break the IPO line and drop to $120.
2️⃣ Sweep the recent low, consolidate within the $150-$160 range.
3️⃣ Build bullish momentum, break $165 resistance and push towards $180.
Which scenario do you think is most likely?
ALL EYES ON SPACEX, INCLUDING CONGRESS
Since the IPO:
• 7 members of Congress have bought $SPCX
• 0 have sold
• 5 Republicans
• 2 Democrats
Whatever you think of the unlocks and the Starship timeline, the people who write the budgets keep adding, not trimming.
$SPCX is becoming a very crowded rocket.
The problem is valuation.
Intel trades around 81x forward earnings vs ~22x for IT stocks.
Good turnaround story, but I’d rather wait for a pullback than chase it here.
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