Posts
Yes ORCL is great
The Pentagon said in a statement These agreements speed up the U.S. military's transition to building an AI first fighting force, and will strengthen our warfighters' ability to maintain a decision advantage across different battlefields. Integrating secure, boundary AI capabilities into the Pentagon's Impact Level 6 and Impact Level 7 …
$NNE nuclear’s revival and the next bottleneck AI play
Got flamed in my previous post premarket. We up 20 over % right now on stocks. This is just the beginning. Momentum like LITE will come to play. All the more better if war goes on, this is essentially also a hedge on war TLDR: buy small modular reactor companies, …
negative sentiment on Coinbase before earnings
Coinbase presents a compelling case for a bearish short term outlook due to its structural dependence on cyclical and sentiment driven cryptocurrency markets. Unlike firms with stable recurring revenues, Coinbase generates the majority of its earnings from transaction fees that fluctuate directly with trading volume across digital assets. This creates …
$BCAR — same AI-infra SPAC playbook WLAC just printed +94% on
**TL;DR for the smooth-brained** BCAR is an AI-infrastructure SPAC merging with Exascale Labs at $500M pre-money / $632M pro forma EV. Two months ago WLAC sat in this exact spot — pre-vote, AI-cloud SPAC, $10 handle. Today WLAC is **$19.42 (+94%)**. BCAR has finally started waking up — $10.03 → …
January 2027 China rare-earth ban drives War memo to REalloys
$RDDT to $200 with 21% of My Portfolio
I have been bullish on $RDDT since my initial entry around liberation day last year. Placed some $200 calls today for Aug-26, Dec-26, and Jun-27 (first image). Holding around 140 shares for an average cost basis of $118 (lots in the second image). For the option contracts, there are a …
$MBLY 100k Bet, INTC Own Them. Robotics Could Be Next 🤖 Musk & Jenson See the TAM far Greater than Ai/LLM.
Elon Musk has been banging on the table about Robotics, Jensen Huang views robotics as the next massive growth Frontier after Ai, which will integrate into every industry. Jenson recent said "billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories." "Everything that moves …
Nuclear is the laggard
TLDR: buy small modular reactor companies, they’ll be the next to moon $NNE $SMR $OKLO As more and more AI related plays are mooning, I was trying to find the next bottleneck in the AI pipeline. Yes energy is not a new bottleneck and nuclear alr had its run up. …
$TMC Betting On American Critical Minerals Sovereignty The Mother Of All Bottle Necks
**TLDR: TMC, Long Term Play can 10x from here if things pan out or zero lol. It's one of the most mispriced critical minerals play on the market RN IMO. They sit on the Only SEC compliant deep sea reserve ever filed (copper, nickel, cobalt, manganese all in one rock) …