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candestra.bsky.social
candestra.com is a private investment Fund
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elon musk has finally realized that his global power is not as he had expected before trump became potus. this is not a hate message. i respect the man. but it is no coincidence that he has been accumulating more haters than fans over the last couple of weeks.

submitted 107 days ago • 0 comments

$VALN is fundamentally undervalued. hope to share further insights regarding this.

submitted 107 days ago • 0 comments

the recent DeepSeek hype should NOT convince people that “China is surpassing the US in AI.” instead, one should think of it as “open source models are surpassing proprietary ones.” good projects come up with new ideas and build them on top of other people’s work.

submitted 107 days ago • 1 comment

its interesting to see that $INTC remained resilient while $NVDA crashed by over 16 percent. maybe startups will begin prioritizing cost per inference over raw performance favoring intel´s gaudi... who knows? raw power may not be the star player but heterogeneous compute.

submitted 107 days ago • 0 comments

$NVDA on DeepSeek: "DeepSeek is an excellent AI advancement and a perfect example of Test Time Scaling. DeepSeek’s work illustrates how new models can be created using that technique, leveraging widely-available models and compute that is fully export control compliant.”

submitted 107 days ago • 1 comment

DeepSeek was built in UNDER 2 months by a small team of <200 people for less than $10 million and it's now #1 on the app store. Meanwhile, the US is pouring $500 BILLION into AI. Nasdaq, you alright?

submitted 108 days ago • 0 comments

Chip Stocks Overnight Reaction to DeepSeek: 1. Arm, $ARM: -5.5% 2. Nvidia, $NVDA: -5.3% 3. Broadcom, $AVGO: -4.9% 4. Super Micro, $SMCI: -4.6% 5. Taiwan Semi, $TSM: -4.5% 6. Micron, $MU: -4.3% 7. Qualcomm, $QCOM: -2.8% 8. AMD, $AMD: -2.5% 9. Intel, $INTC: -2.0%

submitted 108 days ago • 1 comment

just in: Columbian President Petro announces that if there will be tariffs on Columbian goods, he will add 50% tariffs on US goods, and says he will not give in to retaliation. he says, "I will resist you." my view: this won't age well.

submitted 108 days ago • 0 comments

X must be playing games with its users. i used to run another account in the past, then out of nowhere, X suspended the account. i know this is more common than you think. i guess I won’t try growing much on X. readers/investors who find my bluesky account and enjoy my work will grow it.

submitted 109 days ago • 0 comments

on the 6th of september, 2024, i wrote an interesting market insight on behalf of the Fund. it's always interesting to look back in retrospect. i hope viewers and investors are able to use my work and learn something new because of it.

submitted 109 days ago • 1 comment

if you had a product that costs you $2/month and another at $200/month, which would you choose? that is the current situation OpenAI's GPT-4 is facing with the release of DeepSeek's model. i am, of course, referring to the API version from DeepSeek.

submitted 110 days ago • 1 comment

despite the fact that DeepSeek offers AI services at prices 10x cheaper than its competitors, it achieved profitability through different engineering optimizations. i will soon release my insights regarding this matter.

submitted 113 days ago • 0 comments

what is the real reason jack dorsey left bluesky? 🪺

submitted 113 days ago • 0 comments

X or Bluesky? seriously thinking about this one.

submitted 113 days ago • 0 comments

HSBC has suggested that $INTC is fairly priced at $20 amid ongoing uncertainties. i however tend to disagree. I believe $INTC is undervalued given the fact that every metric out there has doubted them.

submitted 114 days ago • 1 comment

the ADL on Elon Musk.

submitted 114 days ago • 0 comments

$intc is going to run strong throughout 2025. they will and have to recover. don’t doubt them. $intc will rip this week…

submitted 115 days ago • 0 comments

big if true. not a trump fan, just someone who understands science.

submitted 115 days ago • 0 comments

putin has just congratulated trump ahead of his inauguration. tell me this is actually happening right now.

submitted 115 days ago • 0 comments

cannot say that i’m not bullish on $ETH.

submitted 115 days ago • 0 comments

the reason people view crypto in a negative light is because of projects like these. there is no fundamental value in these “assets” and this is not a positive signal. if anything it highlights why people are against blockchain assets to begin with.

submitted 115 days ago • 0 comments

tiktok's ban in the US is a testament that true capitalism is not allowed to exist. the world will continue with $meta owning pretty much every social media we can use. talk about a free market that should foster competition...

submitted 115 days ago • 0 comments