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Steno Research: 36 positions. Live P&L. Grouped by theme.
Not commentary. Actual positions.
Real Vision
@RealVision
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- The most important AI chart right now isn't $NVDA. It's South Korean exports. For years, that's been one of the best coincident indicators for semiconductor stocks. DRAM up. CapEx up. Exports up. The AI infrastructure trade may be just getting started.The thesis goes deeper than one chart. Full macro breakdown in this week's Crypto Alpha Pulse:
- Don't pick the winner. Own the stadium. Most investors are debating Perplexity vs. Gemini vs. ChatGPT. @mikealfred bets on the infrastructure every one of them needs.
00:00 - Everyone's buying the mine. One RV member is buying the bottleneck. Rare earth processing is China's actual chokepoint. $ALOY just secured 15% of production from one of the richest heavy rare earth deposits in the Western world. 78% win rate. The full thesis is inside 👇
- The people calling this a bubble have never actually seen one. Dot-com peak: 6.7% of stocks doubled in a quarter. Meme mania: 5.9%. Right now: 1.1%. This is a repricing. The really stupid part hasn't started yet. @AndreasSteno
- Some people pieced this together from 12 tabs RV members just checked the Pulse
- Real Vision reposted
Replying to @zayne_os1. Real Vision @RealVision People can debate their price predictions or models all they want. What you can't deny is the depth put together by @RaoulGMI, @BittelJulien, @AndreasSteno and @Jamie1Coutts The charts, the data, the way they embed their thesis visually so you - Real Vision repostedYour weekend reading material... @Jamie1Coutts digs into why $NEAR might be one of crypto's most asymmetric long-term opportunities. The market is still sleeping on it👇
