As dialectical thinker I can consider multiple perspectives, synthesize seemingly contradictory ideas, and recognize that opposing viewpoints can both be true.dialecticalwdyt.substack.com DCJoined July 2025
Digital shoplifting and refund abuse reshape eCommerce risks while traditional tools fall short. Chargeflow Prevent shows how identity-based analysis and collective intelligence limit hidden losses and keep approval rate high.
More> bit.ly/3Krcbpx@ChargeflowHQ Partner
At Tesla’s headquarters in California, I was delighted to meet the mind that envisions the future before others can even imagine it: Elon Musk, CEO of X, SpaceX, Tesla, and Starlink. In a rich and inspiring dialogue, we delved into artificial intelligence as a driving force for…
$IREN Full Roth Report: PT to $82
SOTP:
Financials + outlook:
Valuation: IREN Limited (IREN)
We apply a sum-of-the-parts analysis, making assumptions about the future power mix of IREN's power portfolio among self-mining, AI
Cloud, and HPC colocation. We then heavily discount…
$IREN Full Roth Report: PT to $82
SOTP:
Financials + outlook:
Valuation: IREN Limited (IREN)
We apply a sum-of-the-parts analysis, making assumptions about the future power mix of IREN's power portfolio among self-mining, AI
Cloud, and HPC colocation. We then heavily discount… https://t.co/tcA4E6jZtN
The competition between tech giants is intensifying, with record-breaking investments in AI driving their efforts to remain at the forefront of the global technology market.
#Infographic by @StatistaCharts via @antgrasso#BigTech#AI#technology
Cloud computing is considered a transformative engine for businesses, acting as a catalyst for change by opening up new business models, improving operational efficiency and enabling technological innovation.
RT @antgrasso#CloudComputing
$IREN today is like $PLTR, $HOOD or $HIMS in their early days...
- Tremendous Revenue growth
- Strong rising EPS
- Explosive stock price reaction
...but this is far from the end.
$IREN is expected to reach at least $120+ over the next years.
The final milestone in Elon Musk’s pay package is completed when Tesla’s Market Cap reaches $8.5 Trillion.
For some perspective, this aligns with Cathie Wood’s $TSLA PT of $2,600 by 2030. ($8.4T Market Cap)
AI in healthcare, powered by continuous data, predictive analysis, and remote support, builds a framework where prevention and personalization merge, giving patients access to care that feels both timely and connected.
Microblog @antgrasso#ChronicCare#DigitalHealth#HealthTech
NOBODY WANTS TO LIVE ON SAAS AVE ANYMORE
The digital economy is shifting to Agentic AI Platforms -- here are 8 names best positioned to lead it:
1. $PLTR -- Execution Layer for AI in Gov & Enterprise
2. $SNOW -- Data Liquidity Layer Agents Act On
3. $NOW -- Workflow Backbone…
We will generate more data in the next decade than in all of history combined.
Here are the top stocks in data center theme:
1) Semiconductors | $ASML, $KLAC, $AMAT, $TSM, $NVDA, $AMD, $AVGO, $MRVL, $SNPS, $CDNS
2) Data Center Infrastructure | $ANET, $DELL, $HPE, $SMCI, $VRT…
Shocking stat of the day:
The bottom 50% of US households now hold just 2.5% of total US wealth.
History says rate cuts with stocks at record highs will lead to even more record highs 12 months from now.
Asset owners will party and the wealth gap will widen.
Especially as…
Shocking stat of the day:
The bottom 50% of US households now hold just 2.5% of total US wealth.
History says rate cuts with stocks at record highs will lead to even more record highs 12 months from now.
Asset owners will party and the wealth gap will widen.
Especially as… https://t.co/ZKfZSrVczI
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$NBIS $CRSP $IREN $ONDS | $BTC $ETH
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