You are NOT bullish enough! Here's why? In the next 3 years, we might see a 7x to 14x move in Bitcoin. Just imagine what that will do to your growth portfolio. Here's the exhibit. Bitcoin's last two moves from covid low in 2020 and post inflation low in 2022 has generated 14x

Continuation of my thoughts on AI and its impact on software (and other impacted spaces): Unless I’m being tailgated, I try not to drive looking in the rearview mirror. We’re at the point where the person tailing you is experiencing road rage in traffic (not my driving) when in

https://t.co/ivXRKXJvQg

🚨 @TickerSymbolYOU Just dropped a video on $IREN Q2 and the company’s AI Cloud business and how the market still look to the company as a $BTC miner when its AI Cloud grew by 540% YoY. WORTH WATCHING! *Alex is a YouTuber with over 500K subs and investor with solid tech

At this point. @jiahanjimliu is a better source of insight on $IREN than me. 🫡

History follows a 5-stage crash pattern that Wall Street hopes you ignore. 4 out of 5 stages are already flashing red, the window is closing fast. Save this video to understand the signals before the final trigger hits.

Memory is in sooo much demand that $NVDA is willing to give up a multi-billion-dollar business to keep more memory available for their higher margin products. This is extremely bullish for $MU!

The White House is telling you exactly where to invest : • AI: $GOOGL $NBIS $IREN $CRWV • chips: $TSM $ASML $NVDA $AMD • space: $RKLB $ASTS $LUNR $RDW • crypto: $COIN $BTC $ETH • energy: $GEV $CEG • drones: $ONDS • nuclear: $CCJ $OKLO $VST • defense: $KTOS $AVAV $AMTM

Fun fact about $NUAI: Powered land today trades at $300k-$500k/acre. TCDC = 438 acres New Mexico site = 3,500 acres That’s $1.2bn to $2bn in land value alone! NUAI’s market cap today = $0.35bn. You can bet there’s a ton more value once this land is developed into a DC.

On down (and up) days in the market, it is important to remember the following: People are more interested in owning what they’ve spent time “researching” and telling their friends about this next great winner that they brilliantly stumbled on, thereby stroking their fragile

Why I initiated a position in $NUAI $NUAI is a stock that has been on my radar since late November. Up until late last week, I had completely written it off. I saw it as an extremely speculative “story stock” and wanted nothing to do with it. However, my stance has changed over

Read one book every week for a year and your whole life will change:

GP/LP structures are standard in private infrastructure because they optimize risk-adjusted returns for a defined pool of capital, but they can be structurally misaligned with the objectives of public-company equity. For public companies such as $APLD, $WULF, and $CIFR, the core

It's YOUR turn to become a millionaire because of the Greenland dip. Here are the top stocks to buy: (list updated daily): 1. IREN Limited $IREN 2. Ondas Holdings $ONDS 3. 20+ Year Treasury Bonds $TLT 4. Super Micro Computer $SMCI 5. Plug Power $PLUG 6. Nebius Group $NBIS 7.

Samsara is very interesting to me during this software sell-off 1. 2nd time CEO, loved by employees 2. Hook into hardware/physical world = less likely to be disrupted by AI 3. Growing like a weed 4. Multi-product success, becoming SOR 5. Profitable Not cheap, but getting there

Twitter is drowning in stock picks while starving for investment process. The issue is Twitter doesn't realize this. People haven't gone through the process of knowing thyself or even really digging in deep to execute their PMs process better, versus criticizing them in public

THE 8 LAYERS OF THE REAL-WORLD AI BOOM 1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on. 2. Those chips only work at scale because of networking & optics where $ANET, $CRDO, $CIEN, $LITE & $AAOI move massive amounts of data between

Life advice: If you see McPhee at a yard/library sale, grab it. One of the true greats As a starter, read “Atchafalaya”, which I’ve linked here, about America’s struggle to contain the Mississippi River https://t.co/Jb1XUBALCD

The recent announcement that $NUAI will acquire full control of its TCDC data center project is a definitive statement of intent and an impressive exercise in shareholder-focused financial engineering. First, this move is an unmistakable declaration of confidence from

IMO the most interesting point from Ricky Sandler interview: 1. Market is dominated by short-term “investors” 2. Who don’t care about the business, they care about the stock 3. Who can’t own things with negative momentum 4. Amplifying downside 5. Which creates opportunity