@hitborg
Account based inSouth Asia
About this account
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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
- Tweets8K
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$NVDA's Jensen Huang told CNBC memory is great because "you can always use more of it." Good for $MU and $SKHY, but that's one of the biggest buyers talking.
He also said Nvidia uses phone-style memory in data centers in "abundant amounts." That's standard DRAM, where China's CXMT just unveiled a new design that spooked investors.
My take: the risk isn't weak demand. Nvidia's move to cheaper memory is the door CXMT walks through.
Hitbear retweeted
Most founders ask AI how to compete. Try asking it where competitors are falling short.
Copy and use this prompt:
"Act as a business differentiation strategist. Analyze my business idea, target customers, and main competitors. Identify common offers and marketing messages, potential customer frustrations, underserved customer groups, and opportunities to create a distinctive value proposition. Separate evidence from assumptions. Suggest three ways I could differentiate without relying on gimmicks or copying competitors.
My business: [insert details]
My target customers: [insert audience]
My competitors: [insert names or links]"
Don't just ask AI what works. Ask what might be missing..
Hitbear retweeted
AI can analyze competitor websites, compare offers, summarize reviews, and suggest gaps in the market.
But it cannot automatically know whether customers care enough about a gap to switch providers or pay for a better solution.
You need conversations, customer behavior, and real-world tests to find that out.
AI can help you discover a possible advantage. Your customers help you determine whether it's valuable..
Hitbear retweeted
AI makes it easier to copy what's working. Your advantage comes from finding what everyone else is missing.
Before choosing your next business strategy:
1. Study what your competitors offer.
2. Read their customer reviews and complaints.
3. Identify problems they haven't solved well.
4. Find a specific group they aren't serving effectively.
5. Build your message and offer around that gap.
You don't need to invent a completely new industry. Sometimes, you just need to solve an existing problem better for a specific customer..
🤖 Made with AI
Hitbear retweeted
💸✈️ Tracking the Stealth $4 Billion industry in Travel - Travel Insurance 💸✈️
Holiday travel just got vastly more expensive.
The cascading flight disruptions from early October triggered a historic insurance crisis, with over 89,000 claims filed and insurers facing a massive $412 MILLION payout exposure.
The fallout? The travel insurance industry is expected to immediately spike premiums by 15% to 30% for end-of-year trips.
If you are flying this winter, lock in your coverage today before the algorithms price you out. ✈️💸 #TravelInsurance #MacroEcon
Hitbear retweeted
When Treasury yields fall but semis crash even harder, you should know: it's not about rate hikes, oil, or yields. It's about AI's actual ROI.
Hitbear retweeted
THE CROWD IS LOUDEST AT THE TOP 📈
When everyone is calling for new highs, there's one question worth asking: who's actually left to buy?
The top of a market rarely feels like the top. It feels like the opportunity of a lifetime.
30 January 2000. Super Bowl XXXIV. 17 of the 36 advertisers were internet businesses. The year before, it was just two.
On 10 March 2000 the Nasdaq peaked. By October 2002 it had fallen almost 78%, and it took more than fifteen years to get back.
But the strongest businesses kept building. Amazon kept expanding, and Google changed how we find information.
The lesson: a great business and a great investment aren't always the same thing. Price matters.
I sell when the story changes, not simply because the price does.
The crowd may be loudest at the top. The clearest plan usually isn't.
Is it easier for you to stay disciplined when markets fall, or when everyone seems to be making money? 👇
Read the full story on eToro link in bio.
DISCIPLINE. PATIENCE. TRANSPARENCY.
PROCESS OVER EMOTION.
Capital at risk.
#eToro #CopyTrading #Investing #MarketHistory #ProInvestor
🤖 Made with AI
$JPM, $BAC, $WFC and $MS are finding unapproved AI agents inside customer accounts, some appearing to act "independent of user instructions," Axios reports. No bank has confirmed it on the record.
Mostly it isn't a hack. Customers hand their own logins to AI assistants, and banks can't easily tell the customer from the agent.
So when an agent moves money nobody asked it to, who eats the loss?
Hitbear retweeted
$10,000 in $INTC in March 1980 was worth $2.3 million by September 2000. Then it fell 81%, and took 17 years to get back. It is about $5 million now.
Apple once asked Intel to make the chip for its first iPhone. Intel's boss said no. "My gut told me to say yes," he said later.
Here's what it cost to hold it, against a balanced portfolio.
Buy, sell, or hold $INTC?
Up to 1.31 billion $SPCX shares held by employees and early investors can trade from today, 28% of the locked pool and the biggest release yet, per FXStreet.
Eligible isn't sold. Musk's stake stays locked until June 2027, and after today about 32% of SpaceX's shares can trade.
The supply only turns real if big holders actually start selling.
