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2015 — You missed NVIDIA. 2016 — You missed Tesla. 2017 — You missed Bitcoin’s breakout. 2018 — You missed Amazon. 2019 — You missed Microsoft. 2020 — You missed Apple. 2021 — You missed Tesla’s second run. 2022 — You missed NVIDIA’s AI ignition. 2023 — You missed Super Micro. 2024 — You missed Broadcom. 2025 — You missed Palantir. 2026 — What are you still missing?
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We called the bottom in August, now it's up over 60%. Starting to get pricey. Today: smart money's latest setup, where I'm selling, and how far this breakout can run. See below. Follow me for free latest stock updates.
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Some matchups are timeless. 🔥 "NBA rivalries" was a Breakout Search Trend presented by @Google in the U.S. over the past 3 months. What's the first matchup on your must-watch list?
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Building your draft board? 🤔🏀 "Best NBA fantasy players" is a Breakout Search Trend presented by @Google heading into the season!
Higgsfield is the most untold story in tech. $1BN in ARR in 18 months. Faster than everyone other than OpenAI and Anthropic. They spend $4M a month on models. They expect this to be $100K per person per month. They have 150 people working in a content machine. They will breed more millionaires than any other company in Kazakh history. For the first time, @alexmashrabov on the journey to $1BN in ARR. (below) 1. The Power of the Immigrant Founder Coming from Uzbekistan, Alex was pushed into competitive programming at age eight as his single path to reach the United States. For international founders, placing top in global competitions serves as the ultimate social elevator, instilling the relentless work ethic required to build breakout companies. 2. My Biggest Lessons in the Journey to Finding Product-Market Fit @higgsfield burned over $10 million of its $16 million seed round chasing hype and narrative rather than product quality. With under $5 million left, the team pivoted to product-led growth, solving camera control for creative directors, which immediately triggered organic hypergrowth without paid ads. 3. The 150-Person Content Team Powering Higgsfield's Billion in ARR Nearly half of Higgsfield's workforce consists of 150 in-house creative professionals producing tutorials, ads, and cinematic projects. Generating 90 minutes of TV-quality AI video requires 100 hours of raw output, proving human taste and curation remain the primary drivers of distribution. 4. We Spend $4 Million per Month on Models Higgsfield spends $4 million monthly on internal model usage, averaging $10,000 per employee so teams can freely vibe code and test workflows. Uncapped inference compute acts as a force multiplier, allowing top talent to discover breakthroughs at maximum velocity. 5. Why Chasing Benchmarks Is Bullshit and the Corporate Misalignment Occurring Public benchmarks have devolved into corporate psyops where lab researchers overfit test data to secure bonuses before job-hopping. Text-to-video benchmarks ignore real production workflows requiring 3,000-word prompts, proving direct customer iteration beats artificial leaderboards. 6. Why Team Sizes Won't Be Impacted as Much as People Think While AI handles over 60% of basic support requests, complex B2B environments cannot eliminate human teams. High product velocity constantly shifts rules and context, requiring smart, coordinated operators across legal and customer success. 7. Americans Are Way More Promiscuous When It Comes to Leaving Companies Silicon Valley workers routinely jump jobs every two years, prioritizing short-term trends over deep commitment. This transactional market gives international hubs an advantage, where cultural loyalty and team stability build compounding technical moats. (links in comments)
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HOT TOPIC: The $6.4B options bomb is armed 💣 81,700 bitcoin:native contracts expire Friday. Calls outnumber puts by 20%, over $500M sits within 5% of spot, and max pain lurks at $68K. Pin at $80K, breakout, or a slide? 👇
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HOT TOPIC: The 50 week MA just said no at $81K 🛑 Once reclaimed, this line confirmed 11 of 13 bitcoin:native bottoms. Yet big names still call for $50K, and the sellers at $81K were real. Bull trap or breakout loading? 👇
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LATEST: 📈 Strive CEO Matt Cole says Bitcoin's breakout against both the dollar and gold signals the next cycle "will be the strongest we have ever seen."
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他是自营交易公司Breakout的联合创始人Mayne,就是被Kraken交易所收购的那个,最近他就公开了自己专门用在币圈的交易系统。 结构加OTE波段模型。OTE是最佳交易入场的意思~ 这是他把复杂的ICT理论简化成了一套任何人都能学、能用、能重复的交易流程!!
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This week in Trader’s Insight, oil takes center stage 🔍 A breakout from the descending trendline has put the $86–$87 zone in focus, while geopolitical developments continue to influence market volatility 📊 Invest smart and do your own research 🧐
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