paste.trade

📈 New @chrisgrx_ tweet · 1 trade 🔴 $BTC — War news arriving at BTC's key supply zone adds downside pressure at a technically critical level.

📈 New @zephyr_z9 tweet Elice plunged 32% at Kosdaq open then closed up 30% — Zephyr flags the reversal as Nscale lines up for NYSE; Paste derives 🟢 $CRWV long as the listed neocloud proxy.

📈 New @TimmerFidelity tweet Data center junk bonds sold off hard last week, but strong earnings are pulling tech valuations down rather than up, unlike 1998-2000, which Paste expresses as 🟢 XYZ100 upside.

📈 New @koolkrypto223 tweet Own both 🟢 $LIT and 🟢 $HYPE instead of picking a side, with perp exchanges called an obvious winning sector. The smaller, far more volatile one can double more easily, after already halving.

📈 New @SemiAnalysis_ tweet Megakernels lifted AI text-generation speed at three teams in one month, and the GB300 benchmark now beats its September run on tokens per chip, which Paste reads as supporting 🟢 $NVDA stock.

📈 New @benjamincowen tweet · 1 trade 🟢 $GOLD — Gold's pullback from its 2026 peak is nearly exhausted, with price touching rising moving averages and a trend reversal imminent.

📈 New on All-In Podcast Krishna & Arora: quantum breaks encryption ~2030—migrate to quantum-safe now; AI collapses enterprise software vendors into few platforms; $NVDA named dominant vertically integrated winner. 1:03 🟢 $LAES — “you can't wait for 2029 or 2030 … you should be replacing your IT stack today with quantum-safe or quantum-proof infrastructure right now.” 13:19 🟢 $AMD — “I don't know whether it'll be 75 to 90%, but that's the range I would put— of all token usage will go to open weight models” 31:59 🟢 $NVDA — “if you control the vertical stack, you can decide which part of the stack to commoditize … you can decide to move profit between layers.” 34:19 🟢 $META — “In the next 3 months, every Frontier lab is going to have a full-on, full-court press on the Muse concept … Now with Facebook showing us how it can work…”

📈 New @negligible_cap tweet · 1 trade 🔴 $META — Meta's new AI shopping assistant has no clear payday, so the post-rally stock slides back into the doghouse.

📈 New @goodalexander tweet US and Israel have drawn up renewed strikes on Iran for after the November 3 vote, with energy infrastructure among the targets, per the New York Times. Paste reads 🟢 $BRENTOIL as the exposed market.

📈 New @zeroxkyle tweet Kyle is long 🟢 $VVV (cheapest liquid AI inference, all comps private) and 🟢 $CHIP (blockchain GPU loans to small businesses banks ignore). CHIP's blockchain cuts loan processing from months to 30 days, a moat he says cannot be replicated.

📈 New @zephyr_z9 tweet A satirical CISO diary has seven incidents, from PHP2Shell to GitLab, hitting one feed in a day while defenders wait on approvals to read logs. Paste reads that overload as demand for automated response and routes 🟢 $CRWD higher.

📈 New @tradfi tweet 🔴 $TSLA cut its 2026 spending plan to $20B from $25B+, spooking markets: Nasdaq 100 futures dropped 1%+ overnight on fears the AI/robotics bet is smaller than expected.

📈 New @MoneyPrinter0x tweet MP goes long the cybersecurity sector after a CVSS 10.0 GitLab RCE flaw affects 12 years of releases. Paste routes the sector call to 🟢 $CRWD, arguing engineering interdependency means every breach lifts demand.

📈 New @MoneyPrinter0x tweet GitLab’s CVSS 10.0 RCE flaw is a dependency problem, not GitLab’s — as these cascades compound, cybersecurity demand grows exponentially and 🟢 $CRWD is the prime beneficiary.

📈 New @MoneyPrinter0x tweet · 1 trade 🟢 $PANW — GitLab compromise signals escalating breach risk, accelerating enterprise security purchases and Palo Alto Networks' deal pipeline this week.

📈 New @MoneyPrinter0x tweet · 1 trade 🔴 $SOXL — Semis are the short leg of this cycle's pair trade; SOXL broke below 96 and keeps falling vs. crypto.

📈 New @zeroxkyle tweet zeroxkyle relays @goodalexander: crowd consensus building for long 🟢 $BTC, short S&P 500 as capital rotates out of equities into crypto.

📈 New @HiCagr tweet Intel ER bingo: revenue ≥$17.4B, positive GAAP EPS, foundry rev >$6B, Q4 guide above consensus, DCAI >50% — Paste derives 🟢 $INTC long if boxes are checked.

📈 New on TBPN $TSLA: Elon projects SpaceX $500B–$1T revenue by end-2027 on a lasting AI compute shortage; Jordi Hays calls a Tesla–$SPAX merger inevitable and the route to the first $10T company. 10:10 🟢 $NET — “Considering this, there's going to be so many sites hacked and so much user data exposed, I think.” 19:21 🟢 $SPCX — “I think we're going to face a shortage of superintelligence compute, and that shortage is going to remain for a long time.” 23:34 🟢 $TSLA — “combining them does make a lot of sense … it's not hard to imagine it as a sort of First ten trillion dollar company.” 29:52 🔴 $NFLX — “My willingness to pay for YouTube would probably be in the thousands of dollars a year.”

📈 New @degentradingLSD tweet 🟢 $NBIS is the preferred AI cloud landlord, wanted only on a drop toward 130-140 after profits were trimmed. 🟢 $CRWV is seen bouncing hardest but wanted much lower, while bitcoin looks firm versus smaller coins.

📈 New @benjamincowen tweet 🟢 $CL crude is back above $100 heading into midterms, a politically sensitive level that shows the oil rally isn't fading.