Before $SPCX , someone asked me how I view SPCX at its current position.
I said there's one thing I know for sure: I won’t enter the market when everyone is talking about it.
Not because it’s bad, but because the fact that "everyone is discussing it" is a signal that something’s off.
When something is being discussed by the entire market, its price at least incorporates three elements: fundamentals, emotional premium, and FOMO premium.
The fundamentals are what it deserves, the latter two are what you’re overpaying for.
What you’re overpaying for will eventually be reclaimed by the market. It’s not a question of whether it’ll drop, but when it’ll drop.
So my strategy is simple—don’t enter when the entire market is buzzing about it, but wait until it’s still under the radar.
So what’s the market buzzing about now? SPCX. What hasn’t the market discovered yet? AI computing pipelines.
a p i a r y s is on this pipeline.
Building AI computing + multi-agent systems isn’t about the hype on the application layer; it’s about the supply side at the foundational level.
When you’re holding $ H N Y - d 6 b 0, you’re participating in building the pipeline, not in price speculation.
It’s still early, but sooner or later, the whole market will start discussing computing supply—when that happens, you’ll be the one who’s "already been in the game".
Is what you’re entering now something that’s "all over the market" or something that’s "still under the radar"?
#SpaceX #AI
I said there's one thing I know for sure: I won’t enter the market when everyone is talking about it.
Not because it’s bad, but because the fact that "everyone is discussing it" is a signal that something’s off.
When something is being discussed by the entire market, its price at least incorporates three elements: fundamentals, emotional premium, and FOMO premium.
The fundamentals are what it deserves, the latter two are what you’re overpaying for.
What you’re overpaying for will eventually be reclaimed by the market. It’s not a question of whether it’ll drop, but when it’ll drop.
So my strategy is simple—don’t enter when the entire market is buzzing about it, but wait until it’s still under the radar.
So what’s the market buzzing about now? SPCX. What hasn’t the market discovered yet? AI computing pipelines.
a p i a r y s is on this pipeline.
Building AI computing + multi-agent systems isn’t about the hype on the application layer; it’s about the supply side at the foundational level.
When you’re holding $ H N Y - d 6 b 0, you’re participating in building the pipeline, not in price speculation.
It’s still early, but sooner or later, the whole market will start discussing computing supply—when that happens, you’ll be the one who’s "already been in the game".
Is what you’re entering now something that’s "all over the market" or something that’s "still under the radar"?
#SpaceX #AI