🐧 @Pentosh1

@blknoiz06 It’s insanely bullish. Think the amount will be closer to half that though. Doesn’t account for taxes or if yields go lower. But should be trading much higher on the news

@0xCanva What ai stocks did you buy before 2014?

@AltcoinMami @RoopakSuri Now do SNDK. The issue is that e can look at the broader market.

Took a position in $HIMS here at $27.55. Earnings are next week so there will be some vol around that, but I believe it's pretty clear that the demand for peptides is going to continue to grow faster than people anticipate.

X adding the chart feature is one of the best things they've ever done. I love this thanks @nikitabier $SNDK

@lucaroncone I'm also in URA and it's doing well. You have to think one is a company, and one is an etf so an etf is going to move less than a single name ticker.

$UUUU update: 20% the last two days and moving towards that prev ath HH + HL's continue to build https://t.co/W1yqk5yVxU https://t.co/2RQkAzfmf5

$URA is another great one that is looking primed for a breakout. It continues to knock at this resistance with higher lows, feel its just a matter of days or weeks until we see a strong move higher. Only started building a position in the past week or so. I do think with the energy/nuclear plays you need to take more of a longer term thesis though as opposed to what we've seen in the "ai bottlenecks". As the nuclear sector in general is going to take some time. AI is a huge tailwind of this obviously but the entire global sector is expected to expand with over 30 countries planning to triple nuclear capacity in the decade + ahead. Not to mention there's been a huge structural deficit. Supply can't respond quick enough so there is a multi-year or decade shortfall. We know two things. It is coming, and it will take time.

$UUUU great move so far. Earnings are today after hours. But this is also just looking like it's building into a larger move up again soon and also think we will see new highs with how this market structure is shaping up

$USAR nice move so far this week. Think this is setting up for a larger breakout soonish. Structurally I like the way this is forming. There's also, essentially blue sky's above as it has spent little to no time trading above here with any meaningful volume

$USAR The US government will potentially have an 8-16% stake in this which is going to support building domestic heavy rare earth elements and magnets. Which are essentially for all advanced US weapons systems. Think things like fighter jets, missiles, radar, electronic warfare, robotics etc. China controls 85-90% of this supply chain so this is essentially national security critical. It has both macro and geopolitical tailwinds. Still pre-revenue though. So thats important to note. *Traded this one in the past from $14-28 and rebought at $17 so full disclosure that's my entry. It's a bit of a slow mover. But I think it's time for acceleration. Still not going to move as quick as the AI stocks imo but chart looks great and knocking at the door

@crypto_condom @nokia @BlackBerry I bought your shill lol

@crypto_condom @nokia @BlackBerry send it

$UUUU The future, is nuclear just hopefully not in the war sense US based critical minerals company with strong macro tailwinds. Especially with AI data center buildouts and diversifying into rare earths and a strong balance sheet. I view this one as a longer term play, not one that is going to provide multiples like we are seeing in many of the AI sectors fwiw. We will get some more guidance on this shortly. and hopefully some more government support for domestic supply chains

In April there was a record setting month for $STRC demand. Let's see what May brings. We should be less than 24-48 hours out from the next big @saylor twap starting as this pushes up to $100 https://t.co/F5IG67JZsH https://t.co/dmTWpw3pk9

I don't agree with Saylor owning what he does. However. The demand for STRC can't be denied. You can check it every month. ETF's have become net buyers again. So there are our feelings, and then what is happening. I can't deny the war risks. But the seizure of Iranian bank accounts, etc also shows a need for an alternative currency. We also can't deny that governments are spending a lot, and markets are more liquid.

Let's start with $BTC. Sorry for the delay. Let’s do some simple math around $BTC, saylor and $STRC . Total purchased bitcoin so far for $MSTR is 88,568. Total holdings have reached 818,334 with a goal of hitting at least 1m by eoy. The average is around 730 BTC per da. It’s a rough average and varies slightly.. There are 450 BTC mined per day. So in the same period of purchases 40,500. Strategy is currently on pact to buy 1.6x the supply mined. So one single corporate buyer of BTC has bought more than DOUBLE the btc created in this period. Obviously, at some point something has to give. In the past year I’ve not taken many BTC trades and have been more focused on stocks. Only trading 85k to 92k. 68k to 76k. However. I think once BTC clears the mid 80’s and holds the chances of seeing new highs are quite high. And thus I’ve made new purchases and plan to hold that for the foreseeable future. I’ll do a little weekly update around this. Any increased buying from ETF’s from here will have an outsized impact imo. In terms of probabilities, I think the lows are in and we could see BTC trade as high as $180k between this year and next. The confirmation for that imo is likely holding the mid 80k's short term as the signal for momentum to begin.

Thready. Hear me out. Idk when you started trading stocks but I’m a big believer that crypto people love volatility. And we should go where the bubble is. Have said this for over a year in regards to stocks. Here’s a fun fact. If you held treasuries the last 5 years. You outperformed the altcoin market. So it’s not just for 12 months. You could argue it’s been the worst performing asset class for 5 years as alts are the only market to not make all time highs Every market outside of crypto has just gone full on generational golden dragon bulla I say. Chase and trade whatever. If stocks top then I doubt alts fair much better.

My 2026 trading guidelines: Trump escalates the heaviest on Fridays. Futures sell off Trump always descalates every Sunday night without fail. Futures make new highs If SPX is down more than 1bp at the end of a trading day then we announce that a deal with Iran is imminent. Possibly coming tomorrow. Every day is tomorrow technically Rinse and repeat the above

@DtDcTr What do you think they waited until now. Do you think the buybacks are enough to overcome the supplies incoming 2x?

When your semiconductor stocks are down 1% after being up 1000% ytd

We got the 80k push on $BTC. Whether this ends up as a macro LH is yet to be determined. But long term I don't think it's a bad spot with quite a bit of patience. Right now I think it's more important to reclaim a prev level if we want true expansion. For example 84-86k area HTF close for momentum I'll likely return to crypto when things look better. 3 trades on btc in over half a year and one on HYPE and all went very well. this one I had already exited back when we first hit 76k a month ago tho. Sometimes less is more. Gotta know when to push it and when to sit back.

Comparing MSTR’s BTC hoard to Blackrock in NVDA ignores why Bitcoin exists. Stocks are corporate equity. Bitcoin is supposed to be decentralized digital gold. no CEOs, no dilution, no single. entity control. That’s the whole point Stocks are suppose to represent ownership in a hopefully productive company. Bitcoin is a fixed supply. Decentralized asset with no issuer and no dilution. It was literally created to be peer to peer cash with no centralized control. They just can’t be compared imo.

I do think that in general. The idea is kinda simple at least what we are seeing. The biggest race between countries right now is AI. So anything from top down related to it has done well. There's been an infinite bid. I think it will deflate and re-inflate several times but overall the next few years should be exciting. It has sucked up all the capital and attention though for anything that is at any point involved with AI for retail, vc's, countries etc competing for resources. I also think to some degree we will see that in some defense/drone stocks do very well. Which also will be ai related.

Nope. I didn’t trade any of these 4. One of them I did want to buy a week ago. But didn’t. Most the charts that look like this are in semis and are cyclical I was early to energy/rare earths though I only really got in stocks 12 months ago. I think a lot of it has been broadcasted like memory for example. Anything AI related. It looks like defense will also have quite a few boom and bust cycles.