Summary: Bullish ONDS; close above $12 expected to trigger next rally, weekly chart looking strong.

$ONDS holding strong in our gold zone. Wicked above resistance earlier. Weekly looking strong as well. Whether it's today, or some time this week, closing above $12 should kickstart the next rally 🫡 https://t.co/IgtI1CAtf2


Summary: Bullish SOUN on accumulation, relative strength, revenue trajectory, and institutional interest.

structural marker; pre-classified as canonical yfinance ticker

$SOUN with significant accumulation… high relative strength, strong revenue trajectory and institutional interest!

#SOUN daily chart! Did anyone get exposure recently? https://t.co/ETuGzz71C5


Summary: Bullish CIFR while it holds above $14 support on the weekly chart.

$CIFR weekly chart holding well at the gold zone support as expected. As long as it doesn't dip below $14, it is relatively strong. https://t.co/P9YbHJrpkQ


#ONDS Price target: $4.60 -> $5... $5 is just the first stop... long-term scope? $10 is a conservative call.

Summary: Long ONDS with near-term PT $4.60–$5 and long-term conservative target of $10; charts aligned across all timeframes with whale accumulation.

$ONDS BULLS and Community.

We've weathered every storm; your conviction speaks for itself.

Not time to celebrate yet... but a close above recent highs with volume ($4.20-$4.30)? Strap in.

Charts aligned for all timeframes. Pink diamonds on the daily, but we're still above support. Strong whale accumulation present across the board.

Props to everyone who’s been here from the start; but if you’re reading this now... the door's still open.

#ONDS Price target: $4.60 -> $5

---

$5 is just the first stop... long-term scope? $10 is a conservative call.


Summary: Long CIFR on expected bounce from gold support, catalyzed by anticipated mid-week Bitcoin recovery; called one of the easiest swings.

May see the perfect bounce off gold support on $CIFR here. Bitcoin should pick up mid week, which will make $CIFR one of the easiest swings.

Patiently waiting for another BD.

More trade alerts are posted in our Discord channel. Link in bio. https://t.co/5VmeXZYuX2


Summary: Bullish SOUN: broke HTF resistance with volume spike and high short interest; next resistance ~$16.50, expects another move higher.

$SOUN kicking off the week strong! +7.57% from Friday's close, smashing through HTF resistance with no PD sell signal yet.

Vol's spiking & high short interest, has this setup looking primed!

Resistance around $16.50 next, but #SOUN is ready for another rip higher soon. https://t.co/PFqeRE3rIB

$SOUN beautiful setup!

Morning shakeout to $12.81, reversed to $14.41 high, closed at $14.26 (+7.3%). Large vol spike >avg, broke daily resistance, holding above 50D SMA. Short float 32%.

Clean break above immediate resistance ignites the next move; otherwise, 20D SMA support https://t.co/s7Bt2tD9ek


Summary: Bullish AMPX to $20 after Pink Diamond (sell signal) invalidated; indicator system signals continuation.

Pink Diamond on $AMPX invalidated. Onwards to $20. The reason we use https://t.co/ihHRGnddfF indicators is to prevent selling too early.

Blue Diamonds nail the entry.

Pink Diamonds tell you to take profit.

It’s that simple. https://t.co/XlBLZzrr63

Similar to $RCAT, $AMPX also has it's first PD after a 90% run - can be invalidated till close. Far above gold zone support on the Daily, and Weekly looks intact still. https://t.co/WErVA4ty7g


Summary: Bullish DGXX with significant upside if it closes above resistance.

Even if you only bought when I posted earlier today, you'd be up significantly on $DGXX.

If you bought last week when I posted,

You would've absolutely printed.

If we close above resistance, we're off to the moon.

Bullish on $DGXX - A ton of room to grow. https://t.co/oMVl1qw7Hz


Summary: Bullish CIFR on support bounce; expects strong upside once Bitcoin rallies.

$CIFR bouncing off support perfectly.

Just wait till Bitcoin rallies... https://t.co/7HrRtiA4lq

$CIFR hovering at these levels is quite bullish.

Once Bitcoin reclaims that $92-93k zone, $CIFR will very likely move above $21. https://t.co/q38xxnIUMY


Summary: Bullish on TSLQ (inverse TSLA ETF): expects continued upside on technical crossover and whale accumulation signal, with resistance still far away.

$TSLQ #TSLQ Had a solid pump today, but I don't think it ends here. We're about to see a crossover in our first pane and we're far off from resistance. Just need to see our whale accumulation (5th pane) spike and we're off to the races. https://t.co/EPIQ4XLaC0


Summary: Predicts ONDS will reach $20/share soon.

@sunxliao 20 American Dollars for 1 share of $ONDS coming in soon.

The last time $ONDS was this extended below zero (our Arch indicator) was in November around $5...

It then ran to $15.

Let's get that third blue diamond!

Will keep updating. https://t.co/OYZuOeZ8Eg


Summary: Bullish SATL after bouncing off support; bulls re-accumulating with 2/3 breakdowns still intact.

$SATL bounced perfectly off the gold zone. Healthy pullback to let support catch up. 2/3 BDs are still intact. Bulls are stacking up again. 🛰 https://t.co/wmuLNTATRz


Summary: RDDT will retest ATH soon; bullish across all timeframes.

industry='Internet Content & Information'

$RDDT #RDDT now up 34.16% since my original post, and 50.66% this past month.

Reddit looking insane across all timeframes, it'll be retesting ATH soon!

Will be updating Reddit next week! https://t.co/3UHgLaLksH

$RDDT #RDDT soaring 7.54% today and up almost 18% after hours.

• Sales $499M, EST $426M
• EPS $0.45, EST $0.19

Charts looking decent across all timeframes!

What are we expecting for Q3? https://t.co/zybK9EL8pw


Summary: Bitcoin unlikely to pull back much from $70K; risk appetite holding.

@StockSavvyShay Market is tired of the war... wouldn't be surprised if we don't see much of a pullback/any at all.

Bitcoin defending $70K all weekend is a solid signal that risk appetite is still there. https://t.co/0cnAh7RwCs


Summary: Bullish ONDS on chart setup, endorsing stepwise climb toward $16.

$ONDS climbing one step at a time. Absolutely love the look of this chart. https://t.co/g1lORKTnHO

Hello $14 - $ONDS.

Onwards to $16. https://t.co/1uWzHKnkiz


I'm nearly certain we're going to see a second run on oil.

Summary: Bullish oil on US/Iran war timeline mismatch between CENTCOM and prediction markets implying prolonged conflict.

CL=F is WTI crude oil futures; USO is standard ETF proxy

U.S. Central Command is saying that this US/Iran war is likely to last until September. Prediction markets believe it'll end before July.

They're telling us where to put our money.


Summary: Long CIFR targeting $30-35 in the next rally on macro recovery.

Never forget, we caught $CIFR at $3.01.

I've been telling people to buy it since $4.49.

Had a PT of $17.40, which we crushed.

Slight pullback since then, but I think we could easily see $30-35 in the next rally.

Macro seems to be recovering, and markets are reacting well. https://t.co/o5G4YpTOKV

$CIFR #CIFR HOT today. $5.33 incoming, will keep you guys updated with what our indicator suite says. https://t.co/JJViboNumh


Summary: Bullish TAN solar ETF; contrarian view against widespread hate, sees opportunities in solar transition.

$TAN looking decent all year long, solar gets a lot of hate from all investors... but lots of opportunities there.

#TAN daily chart! Leveraged way to get exposure to long-term solar energy transition. https://t.co/TcMh52Xxto


Summary: Expects RCAT to bounce off 15–15.6 support levels after near-term turbulence.

Many support levels around the 15-15.6 range for $RCAT. Wouldn't be surprised if we see some turbulence  this week, but expecting a bounce off these levels. https://t.co/Bx3k4ezMcj


Summary: Still long SIDU; expects delayed market reaction to positive news from Lonestar Data agreement expansion.

$SIDU Daily and Weekly still intact. Holding onto all my shares still. Seems like there's an under reaction for good news, will likely come later in the day/week... Sidus Space is expanding its existing agreement with Lonestar Data to develop an additional data storage payload. https://t.co/FPpafWsLxF


Summary: Bullish RDW: expects explosive move into 8.46–9.39 gold zone with a third blue diamond signal imminent.

$RDW testing the gold zone.

Will be explosive to close within 8.46-9.39. Third blue diamond may come in shortly after. https://t.co/poJGRUno23

$RDW looks interesting here.

Although our stacked symbols (white candle) usually nail the local highs/lows, it may get invalidated here.

$5 to $7 since our blue diamonds appeared, but I think there's still more room to run.

New 1W blue diamond as well.

More alerts in Discord! https://t.co/94ws0abUzU


Summary: Technical analysis on ONDS weekly chart points bullish; targets return to $2.25.

$ONDS #ONDS On the weekly looks great. No imminent crossovers in the first two panes = bullish. Low risk factor in the second pane, and no pink sell diamonds in the third pane = bullish. Whale activity is low but still present, and a wave of blue in the last pane. Back to $2.25? https://t.co/LWxAUAj8VK


Summary: Long OPEN; weekly BD signal not yet triggered means more upside ahead, targets $10.

$OPEN Weekly BD hasn't even shown up yet, so there's absolutely more room to run. If momentum persists, we'll be at $10 very soon here. https://t.co/1wzF9sO6pk

Congrats to those who got in from my post about $OPEN earlier today, and to those who got in sub $1 when we initially found $OPEN.

And if you're still not in, it's not too late. Weekly BD hasn't shown up, which means there's more to come. https://t.co/2Dg0KiK8YR


Last time $SATL had 3 BDs aligned, we rallied from $.98 to $4.75. On top of that, SpaceX IPO is coming soon, this'll get tied in. We all know what happens when fundamentals and technicals are aligned...

Summary: Bullish SATL: three weekly BDs aligned + SpaceX IPO catalyst mirrors prior rally from $0.98 to $4.75.

Third Weekly BD has appeared on $SATL. Can be invalidated until we close. If they're not invalidated, this confirms the move has only just begun. https://t.co/WSKi6ldiCX


Summary: Long-term bullish on ASTS but advising patience post-offering; wait for pullback before entering.

An offering on top of bad macro conditions... not ideal for $ASTS short-term. Still bullish long-term, but safest to see how much it pulls back before opening a position. https://t.co/eAcrhAk51G


Summary: Long QCOM targeting $186 then $200+ on Alphawave, Snapdragon, and Auto/IoT catalysts.

$QCOM currently up 1.82%... Alphawave + Snapdragon + Auto & IoT Business = 🚀

#QCOM 4H chart, next up $186 and then $200+ https://t.co/I0reNJns2I


Once the resistance is broken, 20+ isn't far. Reversal incoming?

Summary: Bullish BULL (Webull) on multi-timeframe chart setup; expects reversal with 20+ target ahead of 08/28 ER.

It pays to be a $BULL.

Reversal incoming? SHAKY ride so far, but charts are looking decent on the higher timeframes!

Double BD from yesterday, on the 4H chart. Once the resistance is broken, 20+ isn't far.

#BULL ER on 08/28/2025, could also see some sideways movement until then.

I'll be updating Webull next week. 🔷

Good day to be a $BULL, and honestly how can you be bearish with a ticker called #BULL.

Daily, weekly and monthly timeframes all look primed! Webull is ready for higher highs.

Can it bag $50? $100? https://t.co/UtdhTC2rnE


Summary: Bullish SBET on its Ethereum-as-primary-treasury-asset adoption, framing it as a landmark move.

$SBET also making moves, it'll be the world's largest publicly traded company to adopt Ethereum as a primary treasury asset.

#SBET weekly chart! Currently up 5.72% today! https://t.co/XK6f17nE4M


Summary: Bullish SATL conditional on holding above 3.6 weekly close; expects continued steady upward climb.

$SATL doing what it does best. As long as it continues to close above that 3.6 range on the Weekly, we should continue to steadily climb. https://t.co/yYwlDkmqzY


Summary: ASTS expected to hit $65 soon on next leg up.

$ASTS #ASTS looking blue… ready for the next leg up? Hitting $65 soon… https://t.co/ZqNaqHXF79


Summary: Bullish DLO after blowout quarter: revenue, EBITDA, and EPS all beat estimates decisively.

$DLO Earnings Report update:

• Revenue $256.5M, estimate $229.7M
• Adj. EBITDA $70.1M, estimate $55.8M
• EPS $0.14, estimate $0.13

Crushed this quarter...

#DLO currently up 6.56% today, and 14.46% post-market! Earnings call is live. https://t.co/gS9a672zC3


$CLSK is severely undervalued. Explosive if we break through the gold zone. I've already doubled down on it. We could see $40-60 on $CLSK pretty soon.

Summary: Long CLSK; doubled down, targets $40-60 on a breakout, views it as severely undervalued.

$CLSK is severely undervalued.

Explosive if we break through the gold zone.

I've already doubled down on it.

Not expecting a drop, but won't hesitate to load up more. We could see $40-60 on $CLSK pretty soon. https://t.co/X0DWSRJLNB

$CIFR and $IREN absolutely soaring.

That good news & good earnings magic.

This is exactly how we want Mondays to start.

From $3.01 and $6.30, it's been a wild ride.

And there's still so much more coming. https://t.co/aB3OWFC5rY


Summary: Bullish OSCR: UNH news catalyzes healthcare sector rotation, whale volume incoming, breakout setup forming.

Moment of truth is here for $OSCR.

With the $UNH news released yesterday, attention will undoubtedly shift towards a key sector that has been undervalued compared to it's scaling peers.

#UNH, #OSCR, and healthcare bulls... you're about to get attention. Could be a key catalyst for big money to start shifting, and the whale volume will.

#OSCR is up 3.81% pre-market, and positioned for a breakout.

Don't miss out... I'll be posting more signals for Oscar! 🔷

$OSCR incoming rally!

Previously in a strong downtrend, and bottomed out? #OSCR closed below the grey resistance earlier today.

Charts looking a bit red, with pink diamonds for the 4H and weekly timeframes! BD from Aug 6 on the daily chart, looks like it's curling up (need https://t.co/MKqBMdr9fI


Summary: Bullish IREN after breaching gold zone; targets $48 in near term.

$IREN has breached the gold zone.

Now let's close within it.

If so, see you at $48 soon. https://t.co/P3SLXyvOiv

Another easy trade... bet on $IREN.

Nailed the bottom, and hoping to retest that gold zone in the next 1-2 days. Closing this week within or above $40-44 would be the cherry on top. https://t.co/ADsPJVhfQU


Summary: Long CLSK and BITF; both building pre-market momentum toward gold zone retest with explosive upside potential expected this week.

$CLSK & $BITF building momentum pre-market.

As long as it persists, we'll be good to go.

Hoping to see it retest the gold zone this week.

When it does, we could see explosive action.

It's building heat in our new pane too. 👀 https://t.co/gobSH1qrm3

$CLSK & $BITF are both severely undervalued.

Will monitor to see how these retest our gold zone.

Despite BTC dumping, most miners held pretty well.

Just imagine what we'll see when BTC starts soaring. https://t.co/dGKzDADuxV


Summary: Advises against being long-term bearish on Bitcoin; implied long-term bullish stance.

I wouldn't suggest being a $BTC bear long term. https://t.co/cbnHsTbO6E


Summary: Bullish ONDS: rapid deal cadence in 2026 means market re-rating is imminent.

$ONDS has been executing deals every 1-2 weeks for the entirety of 2026 so far. Only a matter of time before the market reacts accordingly.

Ondas acquired BIRD Aerosystems, adding airborne missile protection and ISR technologies deployed on 700+ aircraft across 40+ aircraft types supporting global defense operators. $ONDS

https://t.co/V9JZJM70gW


Summary: Bullish IREN; entry on reclaim of silver resistance with $42-43 as next target.

$IREN retesting/reclaiming the silver resistance will likely give us our first BD to enter. Next stop would be to reclaim that $42-43 range. Will share updates as we progress. https://t.co/NsD0cTiAqG


Summary: Long-term bullish on AMPX; one of few tickers on radar despite weak short-term outlook.

@bennybigbull Doesn't look great short term, but honestly very bullish on $AMPX long-term. One of the few tickers on my radar at the moment.

@wliang Could you take a look at $AMPX please! I imagine some pink diamonds have appeared as the short term doesn’t look too good


Summary: IREN seen as heavily discounted; waiting for algo breakout signal before entering long.

$IREN was feeling too hot yesterday, had to go for a deep dive swim to cool off. Jokes aside, it's heavily discounted now.

Despite the sale, it's still safer to wait until our algo gives us a BD before entering. The last Weekly BD took us from $6.01 to $67.93 (1,030% gains). https://t.co/HHnNFKfaaT


Summary: Bullish DFDV: weekly chart hasn't topped, whale activity present, risk minimal — still room to grow.

$DFDV #DFDV No pink diamond on the weekly yet, but our confluence symbol nailed the top. Pink diamond showed on 1D charts, but still room for growth on the weekly.

Not shown in picture but whale activity is still present, and risk metric is minimal. https://t.co/NtVAYL842N


Summary: Gradual climb expected on IREN and CIFR as long as BTC holds above $87k.

Nailed that local bottom on $IREN.

Congrats to those who got in.

As long as Bitcoin is steadily above 87k, we should see a gradual climb on $IREN $CIFR & more. https://t.co/bFRZOZRuod

$IREN Daily chart looks like it may bottom out soon. The white stacked symbols you see there tend to nail the local highs/lows...

In short, it could be bottoming out here. Still no blue diamonds yet, so personally waiting a bit longer. https://t.co/PJNYDPHiIJ


we should see a gradual climb on $IREN $CIFR & more


As long as Bitcoin is steadily above 87k


Summary: Bullish SMCI into earnings on technical crossovers, whale accumulation, and CEO's implied AI partnership comments.

$SMCI #SMCI ready to send after upcoming earnings report. It appears @charlesliang has big things planned for Super Micro Computer...

Weekly timeframe set up well with crossovers in both the first and second pane, and no pink diamond!

Daily and 4H charts starting to look better, but no blue diamonds! Crossover in the second pane happening on the 4H timeframe as well, with whale accumulation.

Currently up 3.69% today, and 0.93% after hours; will be updating this one tomorrow 🤝

@elonmusk @xai Love your big but achievable ambition, @elonmusk. We are here ready to support your AI visions (Grok, Optimus, Robotaxi). Our #DLC2 #DCBBS will be the most energy efficient and the quickest way to power your AI Gigafactories! https://t.co/qRQNkO9cB5


Summary: Bullish OSCR targeting $23-24; bearish pattern invalidated with minimal resistance above.

$OSCR pushing +2.6% today, up 36% this month!

Strong weekly gain with strong volume. Bearish square/triangle combo (4H) has been invalidated... with minimal resistance above.

Eyeing $23-24 next!

I'll be updating #OSCR. 🔷 https://t.co/4SAOZayIXF


Summary: Bullish OKTA with 12-month price target of $126; buying the dip.

$OKTA still seeing some red, anyone doing some shopping?

#OKTA weekly chart, 12-month outlook is $126 https://t.co/50vOquHMAJ


Summary: Endorses oil price surge thesis on Hormuz closure; adds BATL to XOM/CVX/COP/DVN/OXY as energy equity plays.

Strait of Hormuz shipping is seeing a 'near-total halt' according to Bloomberg... what do you think will happen to oil prices?

Add $BATL to the list.

Iran has officially closed the Strait of Hormuz, instantly cutting off 25% of the world's oil supply. Last time there was a delay (not a full closure), prices went up over 10%.

Oil prices are about to surge. Pay attention to $XOM $CVX $COP $DVN $OXY and more on Monday.


Summary: Bullish SATL as deeply undervalued vs peers; expects market to eventually reprice it higher.

$SATL has one of the most undervalued market caps out there, relative to its competitors. Only a matter of time before the general public catches on.

Will soon start sharing more tickers under $5 that have 10x potential. Always looking to turn $1 into $10. 🫡 https://t.co/rXtdLzu8or


Summary: Bullish RKT: whale accumulation, no sell signals, and a close above resistance would trigger the next leg up.

Rocket Companies $RKT #RKT update!

Surging 8% pre-market today... and currently trading at $16! Set up still looks good in all panes, with large whale accumulation and no pink sell diamonds!

If RKT can close above resistance, we're ready to move the next leg up! https://t.co/O2ZqTf6yhO

Rocket Companies update!

$RKT #RKT daily chart set up perfectly imo... crossover in the first pane, with whale acculuation at new highs, and pushing past magenta resistance in the middle pane!

Currently up 4% after open... I'll be updating with any signals. 🔷 https://t.co/p06Cd1E29B


Summary: INTC targeting $26–$27 next on high volume, RSI momentum, and active blue diamond signals.

$INTC #INTC rising 6.85% today, and +16% weekly!

Increased volume on the daily timeframe, RSI reaching overbought region, blue diamonds active on weekly and daily timeframe.

Testing $26 - $27 next!

I'll be updating Intel Corp. 🔷 https://t.co/ILsU4VCDZa

Look at this.

Representative Tim Moore bought Intel stock on July 29th.

Moore sits on the House Subcommittee on AI.

It was just announced that the U.S. government is considering buying a 10% stake in Intel.

$INTC has now risen 25% since the purchase. https://t.co/swDtrNfNM5


Summary: Still bullish IREN; dips are buying opportunities, daily/4H support holding with increased whale volume.

$IREN #IREN dipped shortly after, but is now up 25% (turbulent ride), since the post!

Daily and 4H timeframes looking decent, still holding support and increased whale volume throughout.

Dips = opportunities to stack what you believe in.

I'll be updating IREN! 🔷 https://t.co/HB4yQjGfU9


Summary: Bullish SOUN after strong Q2 beat; expects further upside after 25%+ pre-market surge.

$SOUN #SOUN SoundHound up 25.65% Pre-Market, currently priced at $13.47!

Ready for the next leg up.

I'll be posting an update later today. 🔷 https://t.co/ohlQFzukxQ

$SOUN #SOUN SoundHound AI with strong Q2 earnings:

• Revenue: $42.7M, Estimates $32.9M
• EPS: -$0.03, Estimates -$0.09

SoundHound CEO, Keyvan Mohajer said: ‘We are at the inflection point of AI adoption by enterprises.’

SoundHound closed at $10.72, and currently up 13.90% https://t.co/NH2HK2k2Iq


Summary: Bullish LMND after Q2 beat on revenue, EPS, EBITDA; accelerating growth with daily/weekly setup pointing to a big move ahead.

$LMND TAKES OFF... now up about 58% since the last post (12 days ago).

#LMND Q2 Highlights:

• Revenue: $164.1M, estimates $160.3M (34.5% YoY)
• Adjusted EPS: -$0.60 estimates -$0.80
• Adjust EBITDA: -$40.9M, estimates -42.18M

Growth is accelerating... BLUE SKIES ahead for $LMND.

Daily and weekly set up for a big move!

I'll be updating with signals. 🔷

Lemonade Inc. is expected to witness an improvement in its top line when reporting second quarter 2025 results August 5.

$LMND #LMND currently down from highs, but up since April lows ($25 - $26)... and the vision remains unchanged.

Given the market and things being overbought, https://t.co/IsS5Mu63Vg


Summary: Near-bottom call on ZETA; watching for bullish daily/weekly confirmation before entry.

Patience is about to pay off on $ZETA.

Seems like we're near the bottom. Safest play is to wait for BDs to appear on 1D/1W, and ensure it's not invalidated. Will post here when it appears. https://t.co/1gEnUPepyf


There is SO MUCH room for $ONDS to keep growing. We're on our way to $3.75 and $4.33 shortly

Summary: Long ONDS with targets $3.75 then $4.33; bullish indicators and growing whale activity signal continued upside.

Guess what? $ONDS #ONDS is crushing it as predicted by our suite.

Key notes: no visible crossovers in our first two panes = bullish. No risk factor yet, no pink diamonds, whale activity steadily growing, and absolute blue waves in our last pane. There is SO MUCH room for $ONDS to keep growing.

We’re on our way to $3.75 and $4.33 shortly. As we approach the magenta line in the Voila pane, there may be a slight dip, but not to worry - we’ll always consolidate at a much higher ‘low’


Summary: Long GLXY; whale accumulation and bullish indicators point to $51–$63 target once $38 breaks.

Update on $GLXY #GLXY. Still looking great with nearly maxed out whale accumulation, waves of blue at the bottom, and bullish in every single pane. Once we break $38, we'll be off to $51-$63. https://t.co/km7FHR9DPn


If it repeats the same movement as December going into January, we'll be at $20-22 soon. Seems like we're very close to bottoming out here.

Summary: Bullish ONDS targeting $20-22 soon, near a bottom, echoing December-to-January price action.

$ONDS 1D Chart. If it repeats the same movement as December going into January, we'll be at $20-22 soon.

For those in it, focus on the Weekly chart (no PDs). For those looking for an entry, wait for a BD. Seems like we're very close to bottoming out here. https://t.co/KnDkRom4IG

$ONDS update: nothing much has changed. Still bullish, no Pink Diamonds on the Weekly chart, and a lot less overextended now. https://t.co/kobVbgox1a


Summary: Buy NVDA dips after Q2 beat; demand for AI infra unrelenting, Blackwell ramping at full speed.

$NVDA Q2 2025 Earnings:

• Revenue: $46.7B vs $46.2B est
• EPS: $1.05 vs $1.01 est
• Data Center: $41.1B, est $41.2B (+56% YoY)
• Gaming: $4.3B, est $3.8B (+49% YoY)
• $60B stock buybacks
• 0 H20 sales/shipments to China
• Q3 forecast revenue of $54B

CEO Huang stated production of its Blackwell chips "is ramping at full speed, and demand is extraordinary." Adding "the AI race is on, and Blackwell is the platform at its center."

Demand for AI infrastructure shows no sign of fading, this sector is patiently waiting... "sell the news" reactions are common.

#NVDA dips are to be bought (NFA).


Summary: Bullish SATL across all chart timeframes/indicators.

$SATL is bullish on every single pane. https://t.co/ra8goDPheP


Summary: Bullish IREN on weekly chart breakout above gold zone; CIFR, CLSK, BITF also seen as beneficiaries if Anthropic deal confirmed.

Not to mention, if a deal is confirmed, it is bullish news for $CIFR $CLSK $BITF and others.

Time will tell.

$IREN weekly closed above the gold zone - should be a solid week coming up here. Not to mention all the speculation floating around X about a deal with Anthropic... should be interesting. 👀 https://t.co/rWu6rMT7Ry


if a deal is confirmed, it is bullish news for $CIFR $CLSK $BITF and others


This has to send to $3.5 after $2 is reached. Wouldn't be surprised if it hit $8-10 within the next few weeks.

Summary: Bullish ONDS with targets of $3.50 then $8–10 within weeks on whale accumulation and volume.

Still showing all blues for $ONDS #ONDS. This has to send to $3.5 after $2 is reached. Wouldn’t be surprised if it hit $8-10 within the next few weeks.

Volume looking great, whale accumulation has came in, LFG. 🔷 https://t.co/HAwvbAi6C0


Summary: Long AMPX as a major swing position; Weekly Blue Diamond confirmed, targeting ~$20.

$AMPX is one of my largest swings at the moment. Maxed out bull activity, Weekly BD was confirmed... $20 is right around the corner. 🛸 https://t.co/dLtxSAJt1N

Good morning $AMPX 🔋

First BD - $10.05 entry.

Second BD - $10.97 entry.

Third BD - $11.20 entry.

Never ignore Blue Diamonds.

https://t.co/ihHRGnddfF to use our indicators. https://t.co/8HcHpKPoOT


$OPEN ready to rally. shorts face a coiled spring ready to launch!

Summary: Bullish OPEN: short squeeze setup with MACD above signal, price above SMAs, high short interest creates coiled-spring potential.

$OPEN ready to rally.

$6.79 overnight, short interest at 23.58% & short volume at 53.11%. MACD above signal line, RSI overextended but far above SMAs.

Pullback risks loom... but shorts face a coiled spring ready to launch! Interesting week ahead for #OPEN. https://t.co/GnunPX2Gcj

$OPEN 🚀

Explosive +30% week! Surged 11.58% to $6.65, breaking weekly resistance with massive volume.

Overbought (RSI>75), short float 24%. Some resistance at $6.70-6.80; targeting $7.50 if 52-wk high breaks.

I'll be updating #OPEN next week! 🔷 https://t.co/Et46uIXil5


Summary: Signaling imminent long entry into IREN.

@NickGallantin Will be posting when I enter $IREN. Should be very soon.


patiently wait for the next rally... still waiting for the next Monthly BD before entering. Last one took us from $23,000 to $125,000

Summary: Bullish BTC; waiting for a monthly breakout signal before entering, expecting a major rally from the current $60–70K range.

Friendly reminder that you'll find a lot more peace focusing on higher timeframes for large cap, like $BTC. Currently chopping around that $60,000-70,000 range while we patiently wait for the next rally. https://t.co/lUdEFzMb3M

---

As mentioned previously, still waiting for the next Monthly BD before entering. Last one took us from $23,000 to $125,000. Will share on here once it pops up.


Summary: Bullish CIFR on whale accumulation and technical signals; targets $9.90.

$CIFR #CIFR shattered my expectations. Whale accumulation is steadily growing, waves of blue all around, no incoming crossovers - looking phenomenal overall. Could we see $9.90 here? https://t.co/QehAQMdYJF


Summary: Extremely bullish on RDW; expects SpaceX IPO to flood money into the space industry and lift RDW further.

Extremely bullish on $RDW as mentioned before. I hope at least one of you followed the trade.

What do you think will happen when SpaceX has their IPO? Money will flood into the industry.

Planted the seed.

We'll harvest soon. https://t.co/Ues54NQTMl

$RDW looks interesting here.

Although our stacked symbols (white candle) usually nail the local highs/lows, it may get invalidated here.

$5 to $7 since our blue diamonds appeared, but I think there's still more room to run.

New 1W blue diamond as well.

More alerts in Discord! https://t.co/94ws0abUzU


Summary: Bullish ENPH post-earnings dip as a potential long-term entry despite no whale accumulation signal yet.

Enphase Energy, $ENPH, reported revenue ahead of Wall Street's expectations in Q2, with sales up 19.7% year on year to to $363.2 million.

First company to successfully commercialize the solar micro-inverter.

Currently, the shares are down more than 7% after hours.

NFA/DYOR, and monitoring should be done but could be great long-term entry at these prices.

#ENPH looking good on the 4H and Weekly timeframe, but no whale accumulation. Pink sell diamond on the daily chart from July 15, 2025!

I'll be updating with more signals as they come up.


Summary: Bullish SOFI into earnings on strong growth and member expansion; no sell signals on charts yet.

$SOFI earnings report coming out soon, fresh insight on growth trajectory and profitability! #SOFI showing strong growth, and expanding member-base. No pink sell diamonds on the weekly and daily charts yet! https://t.co/0ZHaCTDhEL


Summary: CIFR holding strong above weekly support zone, potentially outperforming IREN near-term.

Casino opens in a few minutes! 🎰

$CIFR looking strong holding above that weekly gold zone. Could even be temporarily stronger than $IREN... 👀 https://t.co/MIssgNX53T


Could even be temporarily stronger than $IREN


Summary: Bullish ONDS on consolidation setup; minor resistance at $15 with explosive move expected.

$ONDS consolidating here is bullish. Minor resistance around $15. Explosive action incoming...? 👀 https://t.co/9DEu6gDtWc

$ONDS fluctuating from 13.71 to 15.25, then closing at 13.19 is absolutely wild movement. Maxed out whale activity & trading volume yesterday... it's clear the demand is there.

Onwards to $16. 🫡 https://t.co/JS323zICn7


Summary: Bullish ONDS and IREN; both called undervalued with 13-15X upside potential.

@NIRMALLYA11 Of course. Especially $ONDS & $IREN. Undervalued at the moment.

@wliang Will any of this go 13-15X as you have highlighted at the beginning of this tweet?


Summary: Endorses silver/copper bullish 1-3 month thesis; names ERO, FCX, SCCO, TMQ as ways to play it.

Silver commodity mapped to SLV per rules

Statement holds true about Silver and Copper. https://t.co/mWwgJC2Dws

Silver should have a bit more room to run before we see a steep correction. I'd estimate 1-3 more months of euphoria before this happens.

Copper will remain bullish until then.

$ERO $FCX $SCCO $TMQ and more. https://t.co/X86HzBBwAo


Copper commodity mapped to CPER per rules


Summary: Bullish ONDS; $12 hit, now targeting $16 as next level.

Funny how much money you can make just following the right people on X.

Congrats to those in $ONDS. 🤝

$12 achieved, onwards to $16.

Let's see if we get a third blue diamond for $ONDS today. There will be some resistance around 11.8, but there are way too many events aligned for $ONDS to not hit 12 imminently, in my opinion.

Will update as the day goes on. https://t.co/AZ0XhIbUEV


Summary: Bullish ENPH on solar/grid resilience thesis; author sees stock as still undervalued.

$ENPH is the future… providing solar power and grid resilience!

#ENPH Weekly Chart! Still undervalued imo. https://t.co/xA5NwWHy93


Summary: Bullish ONDS with targets $2.98 then $3.70; momentum intact across full indicator suite.

$ONDS #ONDS Flying since our blue diamond came in. It's bullish in ALL panes in our indicator suite. We've got ways to go before this loses momentum. Let's see if we break $2.98, and if we do, we'll be shooting for $3.70. https://t.co/1YpcIpmioh


Summary: Buying RDW and ASTS on tariff-driven dip, viewing them as quality shares at a discount.

Same with $RDW and $ASTS. Definitely taking advantage of the tariff drawbacks. Nothing like grabbing quality shares at discounted prices. https://t.co/afCzyLdnyg

Will be monitoring $OSS and $LPTH very closely at open market. Tons of discounts on some premium tickers. Looking to increase my position. https://t.co/ffXGigjqWz


Summary: Emphatically bullish ONDS at $10, even more so than at $0.83; strong long conviction.

I'm more bullish on $ONDS now at $10 than I was when I was telling people to load up at $0.83. https://t.co/hEwGahpOQQ

Anduril sitting at $80B valuation.

$ONDS trading at $4B market cap.

One is perfect for IPO exit liquidity,

The other is severely undervalued.


Summary: Bullish BTC reclaiming gold zone triggers expected wild upside in Bitcoin miners CIFR, CLSK, BITF, IREN.

Bitcoin moving beautifully with triple blue diamonds. It's about to retest our gold zone as well.

As long as it reclaims that zone, we're about to see some wild movement in $CIFR $CLSK $BITF $IREN and more.

Hope you guys bought the dip while it lasted. https://t.co/W3S3SQTaT6

The last time a similar setup appeared, $CLSK ran from $10.10 to $23.64. Granted, Bitcoin was performing well at the time, but I'm curious to see how it moves this time.


we're about to see some wild movement in $CIFR $CLSK $BITF $IREN and more


A stacked symbol has shown up. It's a strong sign a reversal is imminent. The days of being oversold may end soon.

Summary: Long CLSK: stacked indicator signal and bull/bear convergence point to imminent bullish reversal from oversold levels.

If you look closely at $CLSK,

A stacked symbol has shown up.

If you know our indicator suite,

It's a strong sign a reversal is imminent.

You can also see bulls/bears start to even out.

The days of being oversold may end soon. https://t.co/h1iSoqXmJD

I think $CLSK has something up their sleeves.

Their Asset:Market Cap makes no sense.

$CLSK is significantly undervalued. https://t.co/b3gPuE3I7y


Summary: Bought 13,000 shares of SATL at $5.02, calling it a high-conviction dip-buying opportunity.

Added a bit of $SATL at $5.02 (13,000 shares or so). When there's a high conviction play, take advantage of the dips while they're there. https://t.co/BRbhAUAmLH

$SATL showing strength on a red day... you know what this means. Even then, probably best you go spend time outside today & touch some grass. 😂 https://t.co/WwYnOdv1YQ


Summary: Bullish IREN on strong chart setup (accumulation, MACD cross) and GPU fleet expansion; expects continued upside move.

$IREN charts looking beautiful, blue in all panes, large accumulation, MACD crossing above signal line… no pink sell diamond either!

#IREN up 5% today and ready to move.

Train is leaving the station, last call to hop aboard! @danroberts0101 and Will Roberts doing wonders. https://t.co/YQrkcrVn7o

$IREN is set up perfectly, fuelled by:

- Purchase of ~2,400 NVIDIA Blackwell GPUs (B200/B300)
- Fully funded from cash reserves
- Deploying at Prince George data center
- Increases total fleet to ~4,300 NVIDIA GPUs
- Unlocks next-gen training and inference at scale
- https://t.co/KwPJ27wX1V


Summary: Bullish ONDS on wild momentum and near-term deal catalysts.

@JonkooTrades Could be, or another deal they'll close in 2-3 weeks. Their momentum is absolutely wild.

@wliang Think this can definitely be the inflection point for $ONDS

Remember we still have the DoW Gauntlet results this week!
https://t.co/zJEyvTdw7i


Summary: Bullish SMCI with upside targets $60–$63 then $66; charts looking good on all timeframes.

$SMCI #SMCI ready to test $60 - $63 next, and then send to $66.

Charts looking good on all timeframes, blue diamond incoming for the daily? 🔷

I'll be updating this one tomorrow! https://t.co/ByPgWyGUlI

$SMCI #SMCI ready to send after upcoming earnings report. It appears @charlesliang has big things planned for Super Micro Computer...

Weekly timeframe set up well with crossovers in both the first and second pane, and no pink diamond!

Daily and 4H charts starting to look https://t.co/FatXd8V8LG


Summary: Bullish IREN and CIFR; momentum/heat building in proprietary indicator with no sign of reversal yet.

$IREN & $CIFR looking phenomenal.

You can really see it building up heat & momentum in our new "Bubble Detector" pane.

The brighter it gets, the better. As long as it doesn't curl downwards, the bubble won't pop. https://t.co/e5xm4NtBHU

$IREN & $CIFR classic shake and rally.

It's almost like nothing happened yesterday.

Hope you guys caught a good swing,

Or better yet, didn't get shaken out. https://t.co/e1ztYwdCS0


Summary: Bullish on all four crypto miners (CIFR explosive, IREN/BITF breakout imminent, CLSK trying) after healthy pullback; targets strong Q4 close.

I absolutely love where we closed.

$CIFR is looking explosive to say the least.

$IREN should breakthrough soon, then rally.

$BITF following closely behind.

$CLSK wants to break through.

This was the healthy pullback we needed.

Let's end Q4 strong. 🔷 https://t.co/NG0zJcFGCT

A love-hate relationship between watching my portfolio drop and getting opportunities to buy more dips.

Fingers crossed we've hit the bottom on:

$CLSK $IREN $CIFR $BITF

All below our golden support line currently.

If we can retest and breach, we'll rally - fast. https://t.co/hPIsLtqVkj


$IREN should breakthrough soon, then rally.


Always been an advocate of zooming out. History may not repeat itself exactly, but it's usually very similar… $SLNH.

Summary: Long SLNH; endorses asymmetric upside thesis — ~$190M assets at $200M market cap, little downside with explosive upside.

Always been an advocate of zooming out. History may not repeat itself exactly, but it’s usually very similar… $SLNH. 🍀 https://t.co/CWwR8bJ09K

$SLNH is sitting at ~$190m in assets with a $200m market cap. That’s what an asymmetric bet is… extremely little downside with an explosive upside.


Summary: BTC must close month above $86K to maintain bullish structure; implied long bias.

$BTC Monthly. Closing this month above $86,000 is imperative. Hasn't dipped through gold zone in years.

Hedging with metals was a great call... so far. https://t.co/oUTXqdBgYr


$ONDS is rapidly becoming a "safe" investment in my books. It wasn't when I found it at $0.83, but with the deals in place already, and the deals lined up for 2026... it'll get interesting.

Summary: Bullish ONDS: deals already in place plus 2026 pipeline make it a safe, increasingly compelling investment.

If $ONDS closes above that $8.13 to $8.28 range today, we should have a very solid end to this week.

You can see the whale activity start to build up in the bottom pane as well... 👀 https://t.co/ICTwVRzKsP


Summary: Bullish NNE on tech developments and new leadership; cautiously optimistic on mid-to-long term.

$NNE looking decent today, up 1.45% at close and 0.05% after hours! Tech developments and new leadership strength driving momentum up. Definitely cautiously optimistic with this one, bullish on mid-term and long-term timeframe!

$NNE daily chart! https://t.co/Au87HQ3hV8


Summary: Long IREN: forward P/E 27.78 backs AI potential, AI infra early innings.

$IREN rockets to $31.30 overnight, smashing past its 52-week/ATH - like it's collecting infinity stones in this race.

+15.27% today, vol at 48.4M (vs. avg. 27.5M). TTM P/E 77.41 stretched but forward P/E 27.78 backs AI potential.

AI infra is just heating up - we're early. #IREN https://t.co/PXxdKW9Dsu

$IREN = relentless powerhouse.

Volatile week: early gap-up, hitting ATH w/ strongest weekly candle close. Vol stayed elevated, surging on 9/5. Trading above key SMAs, but RSI signals overbought conditions.

Holding above gap, finding support near $25.30. Possible gap fill before https://t.co/QH5Se5Sqw3


Summary: Bullish DLO with upside targets $15.50-$16, $18-$18.50, $20-$21 on solid daily/weekly setup; long-term sustained run expected.

$DLO taking a breather today, down -3.15% at close and -2.03% overnight after last week's 30%+ surge.

Price dropped below recent support, with $13 (region) as a safety net. Daily/weekly looking solid, blue diamonds across the board!

Next stops: $15.50-$16.00, $18.00-$18.50, then $20-$21.

Long-term set up looks promising... ready for a sustained run!

Will be updating #DLO! 🔷

$DLO up 31.83% from my post yesterday.

Daily and 4H timeframes still look good, with increased whale accumulation! Looking to reclaim gold resistance on the daily chart.

Let's see how this plays out, I'll be updating #DLO when I see any changes! 🔷 https://t.co/DhwYviA4Z2


Summary: Bullish ONDS with $15 target once it breaks the gold zone resistance; urges loading up.

Once $ONDS breaches and claims the gold zone, we'll be off to $15. Whether it happens tomorrow, or next week, you'll wish you loaded up. Or just watch us rally.

Eventually you'll understand how our indicators work. Buy blue diamonds, sell pink diamonds. Print money. https://t.co/YJ6CLkUzdh

$ONDS rejected by the gold zone resistance. Waiting to retest it today or tomorrow, and close above it next week. Either way, we're looking strong here. https://t.co/exZwAnRDIu


Summary: Bullish on space sector proxies for the next 2-3 months ahead of the SpaceX IPO, expecting continued capital rotation into the space.

US space sector ETFs; UFO Procure Space ETF, ARKX ARK Space ETF

We'll continue to see capital rotation and strength towards the space sector/proxies, until the SpaceX IPO actually happens (~2-3 months from now).

Typically, it'd be a sell-the-news event, but this could play out differently. If it underwhelms relative to expectations, we'll see capital rotate right back into adjacent space names/or other high-growth industries almost immediately.

However, being the largest IPO in history, it's nearly impossible for the market to properly price in what's to come.


Summary: Bullish SPIR: weekly closing above resistance, no breakdowns invalidated by dilution, bulls should add here; stair-stepping higher.

$SPIR Weekly looks like it'll close above silver resistance, no BDs were invalidated from the dilution pullback, and bulls should start to stack back in today.

Stair-stepping beautifully.

Let's end the week strong! 🫡 https://t.co/XqEVWfnt1n

Can’t complain when $SPIR starts rallying. If you missed the entry yesterday, you have every opportunity to get in today - at a discount.

Buy on red days, sell on green days. It’s the name of the game. I’ll quote this post next week and ask if you were paying attention… https://t.co/VBuhGyc4di


Summary: Long IREN long-term, targeting break above $30 after finding support near $25.30.

$IREN = relentless powerhouse.

Volatile week: early gap-up, hitting ATH w/ strongest weekly candle close. Vol stayed elevated, surging on 9/5. Trading above key SMAs, but RSI signals overbought conditions.

Holding above gap, finding support near $25.30. Possible gap fill before we move up?

Blue skies ahead for #IREN LT, eyeing a break above $30 next! 🔷

$IREN soaring after earnings!

Scaling AI cloud services, targeting $200-250M AI revenue by 10.9K NVDA GPUs (EOY).

+12.7% from previous post, and +304% since April.

Long-term beast positioned well, but overextended currently. Fresh Echo BD (8/28). Monitor for a safe entry to https://t.co/TvMSGQFHTW


Summary: Bullish ONDS: stair-stepping higher week by week, one catalyst from a short squeeze via new deal or earnings.

Indicators aside, $ONDS looks bullish. Stair-stepping upwards week by week. One headline away from a short squeeze.

Will it be a new deal that Ondas seems to be signing bi-weekly? Will it be their earnings? Tick tock. https://t.co/zgtApDKF6o


Summary: Bullish IREN: weekly close above key zone signals solid week ahead, plus Anthropic deal speculation.

$IREN weekly closed above the gold zone - should be a solid week coming up here. Not to mention all the speculation floating around X about a deal with Anthropic... should be interesting. 👀 https://t.co/rWu6rMT7Ry

$IREN short term target of $48 achieved. Fresh daily blue diamonds, nothing on the weekly yet, but at this pace, it'll appear soon.

Hard to keep a $100 stock in the 30s for long. I hope some of you caught that dip when I was posted about it bottoming out. https://t.co/SqKiZJM9J9


Summary: Bullish DLO post-earnings: daily/4H still look good with whale accumulation, eyeing reclaim of gold resistance.

$DLO up 31.83% from my post yesterday.

Daily and 4H timeframes still look good, with increased whale accumulation! Looking to reclaim gold resistance on the daily chart.

Let's see how this plays out, I'll be updating #DLO when I see any changes! 🔷 https://t.co/DhwYviA4Z2

$DLO Earnings Report update:

• Revenue $256.5M, estimate $229.7M
• Adj. EBITDA $70.1M, estimate $55.8M
• EPS $0.14, estimate $0.13

Crushed this quarter...

#DLO currently up 6.56% today, and 14.46% post-market! Earnings call is live. https://t.co/gS9a672zC3


Summary: Bullish OPEN; market-open dip dismissed, chart primed for 8.3–8.5 imminently.

Market open dip, not worried about $OPEN. Chart looks absolutely primed and ready. There's no reason we can't see 8.3-8.5 imminently. https://t.co/PcC991qAYg


Summary: Bullish SMCI on multi-timeframe technicals; price target $65–$66 with support forming.

$SMCI #SMCI still looking amazing on 4H, daily, and weekly timeframes! 4H chart looking decent...support starting to form, and we're heading to $65 - $66!

Will be updating this next week! https://t.co/tUHyXtKoDc


Summary: Long ASTS with short-term price target of $150 as space theme performs well.

$ASTS Shooting for space... literally and figuratively. Heading towards my short term PT of $150. Space theme seems to be doing well at open! 🪐 https://t.co/fFhQk1cTZ7

Same with $RDW and $ASTS. Definitely taking advantage of the tariff drawbacks. Nothing like grabbing quality shares at discounted prices. https://t.co/afCzyLdnyg


Summary: Expects HIMS to retest and reclaim the gold zone, with little resistance up to $48 on the weekly chart.

Drug Manufacturers - Specialty & Generic

Gold zone rejected $HIMS today. Expecting a retest pretty soon. Once it's reclaimed, there's not much resistance until $48 on the Weekly. https://t.co/qNvqudvBrJ

New BD on the Weekly for $HIMS. https://t.co/3GYUCNKWe3


Summary: Long Planet Labs as NVDA's space computing partner building real orbital AI infrastructure; author endorses Jensen Huang's space computing thesis.

맞습니다. 젠슨은 지난 10년간 주요 컴퓨팅 변화 대부분을 정확하게 예측해 왔습니다. GPU 컴퓨팅, 가속 컴퓨팅, AI…

그가 우주 컴퓨팅이 다음 시대가 될 것이라고 말한다면, 이를 무시하는 것은 어리석은 일입니다.

> $PL이 $GOOGL과 함께 $NVDA의 우주 컴퓨팅 파트너로 선정되었습니다. 이들은 실제로 궤도에 AI 인프라를 구축하고 있습니다.

> $NVDA의 IGX Thor 플랫폼은 우주 및 엣지 AI 추론 배포를 위해 특별히 설계되었습니다.

> Vera Rubin Space-1 모듈은 $NVDA의 주력 AI 칩 아키텍처의 궤도 버전입니다.

> Starcloud는 궤도 데이터 센터를 구축하고 있으며, 다른 민간 기업들도 조용히 물밑에서 준비하고 있습니다.

핵심은 간단합니다.

지구의 데이터 센터는 물리적 한계에 직면하고 있습니다. 전력, 냉각, 부지, 규제 등 여러 제약이 있습니다.

궤도 데이터 센터는 이러한 제약 조건 중 일부를 해결합니다(태양광 발전, 진공 상태에서의 자연 냉각, 완화된 규제).

AI 컴퓨팅 수요가 기하급수적으로 증가함에 따라 "지구에 데이터 센터를 더 많이 건설하면 된다"는 해결책은 더 이상 지속 가능한 해법이 아닙니다.

그는 대부분의 투자자들이 새로운 시대가 도래했다는 사실조차 인지하기 전에 이미 그 미래를 내다보고 있습니다.

젠슨황, 수요를 보는 기업의 CEO의 말은 들을 만한 가치가 있다.

그는 우주에 진심이거든.


Summary: Blue Origin failure creates short-lived dip; broader space sector recovers quickly, but ASTS/AMZN Leo timing-names face more genuine pressure; broad dip is a buying opportunity.

Blue Origin's explosion last night is hitting the space sector this morning... but the volatility should be short-lived.

This is a Blue Origin-specific operational failure, not a sector-wide issue. Space Force already confirmed it doesn't affect other operators or pads.

$ASTS / $AMZN Leo timing-dependent names take a more genuine hit. Broader sector should eat up the pullback relatively quickly.

Rocket science is hard and setbacks happen even at the top of the industry. Blue Origin will recover.

Discounts across the board, including companies that haven't moved much yet... might not be a bad day to catch the dip while people are overreacting.

Monitoring the market reaction, might share solid buying zones on any less-discovered names.

Stay ready!


Broader sector should eat up the pullback relatively quickly

Space sector ETFs; UFO and ARKX best proxies


Summary: Bullish BTC: expects rapid move from 80s to 90s into next rally; plans to add ~5 BTC at current levels.

$BTC is sitting at an important level here. If momentum persists/macro permitting, we could see some pretty rapid movement from 80s through 90s, leading to the next rally. If this plays out, I'l pick up ~5 more Bitcoins in this zone. https://t.co/cJv2wRIOGc

Started a placeholder position of 1800 shares in $IBIT (~1 Bitcoin) while we wait for the Monthly BD to pop for $BTC.

Goal is 700 Bitcoins.

First one has been acquired. https://t.co/2ZbkzhlKvk


Summary: Buy SLNH dips; expects pullback to be absorbed quickly with green close today and a rally next week after Nasdaq compliance restored.

$SLNH just regained Nasdaq compliance...

The entire sector is up pre-market. $SLNH is down ~4% as of right now. Very reasonable after back to back days of 20-30% runs.

I expect any pullbacks to be eaten up pretty quick here. Could very likely end green today, but regardless, almost certain we'll rally next week.

Plant your seeds when it's red.

Congratulations @jbelizaireCEO & $SLNH team!

Soluna has regained compliance with Nasdaq’s minimum bid price requirement.

Our shares maintained a closing bid price of $1.00+ from April 14 to April 29, 2026, and Nasdaq has closed the matter.

We appreciate our shareholders’ support as we remain focused on disciplined


Summary: Long NASA ETF as the cleanest SpaceX IPO catalyst play via ~10% SPCX exposure through SPV; UFO works for broad space exposure but lacks direct SpaceX mechanic.

I mentioned the $UFO ETF will surge because of $SPCX IPO... but $NASA will undoubtedly rally harder.

And I'll explain why this is important.

$UFO is a broad pure-play. $RKLB, $PL, $VSAT, $GSAT, ~54 names total, but no $SPCX exposure.

> Up ~150% over the past year on defense satellite contracts and the broader space rerating

> Top 10 holdings make up ~40% of the fund, and several names are still burning cash, so the volatility exists.

But the thesis is clean: Own the public companies building the infrastructure.

$NASA on the other hand, launched March 31 this year, has one big selling point... ~10% $SPCX exposure held through an SPV.

That was the main pitch. And it worked, the fund crossed $1B AUM in 37 trading days.

Here's why it's important...

The $SPCX position inside $NASA is currently marked at the previous private market valuation.

Once $SPCX trades publicly on June 12, that position re-rates to live trading price (subject to lockup).

When $SPCX opens significantly above its IPO price (remember the Nasdaq-100 inclusion?)... the SPV value increases significantly, which flows directly into $NASA's NAV.

$UFO doesn't have that mechanic. It only captures secondary effects... $RKLB rallying as the proxy, sector rotation, general space enthusiasm.

Add the fact that $NASA is the only pure-play space ETF with SpaceX exposure pre-IPO... retail piling in to get pre-IPO access is exactly what's driving the AUM growth.

Tripled AUM in a single week. $375M of inflows in one day. That momentum shouldn't slow into the actual IPO event.

For broad sector exposure: $UFO works well. For the cleanest and direct IPO catalyst capture, $NASA is the play.

Alternatively, there's another way to ride an even bigger wave than what $NASA will get...

I'll share it on Tuesday. 🫡

$SPCX (SpaceX) is filing their S-1 publicly this week, and trades on Nasdaq June 12th.

What's interesting is Nasdaq-100's new fast-entry rule (effective May 1) makes $SPCX eligible for index inclusion after just 15 trading sessions.

Meaning every Nasdaq-100 tracking fund will https://t.co/jQ0pKzohDf


Summary: Strong long AMD on valuation gap closing, Venice/MI450X ramp, ecosystem investments, and NVDA's blowout validating uncapped TAM; NVDA also implicitly bullish.

Gap between $AMD and $NVDA is filling nicely, around ~6.8x apart now...

And my stance gets stronger.

> $NVDA just reported a monster Q1 FY27. $82B revenue (+85% YoY), datacenter +92% to $75B, Q2 guide ~$90B. Jensen said "demand has gone parabolic."

(meaning they're growing so fast that even a 5-10% share for $AMD is enormous)

> $AMD Venice (6th gen EPYC) is now ramping production on TSMC 2nm - the first HPC product in the industry on 2nm. Verano is already lined up as the follow-on with integrated LPDDR for agentic AI workloads.

> $AMD just announced $10B+ in Taiwan ecosystem investments. Advanced packaging (EFB-based 2.5D), partnerships with ASE, SPIL, Wiwynn, Wistron, Inventec. The Helios rack-scale platform with Venice + MI450X is on track for multi-gigawatt deployments starting H2 2026.

> Evercore raised to $579, Citi to $460. Next catalyst is Advancing AI 2026 on July 22-23, where MI450 and Venice are expected to take center stage.

$NVDA's blowout quarter isn't bad news for $AMD, it's another validation the TAM is uncapped...

Hyperscalers won't single-source $700B+ in annual capex. AWS already broke the seal on MI350. MI400 ramps into a market that's still supply-constrained.

$AMD is a long-term hold.

$AMD is ~30% of my long-term swing account, and I'll explain why.

The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...

Both produce hardware that accelerates computing, $NVDA has established a massive lead in software-driven AI ecosystems.

$AMD https://t.co/KQUbBywuMW


$NVDA's blowout quarter isn't bad news for $AMD, it's another validation the TAM is uncapped


Summary: Bullish AMD; frames HSBC downgrade as a shake-out tactic to buy cheaper, urging investors to zoom out and stay long.

Imagine getting shaken out by an HSBC downgrade just because they wanted cheaper $AMD shares... you're one zoom-out away from finding peace in investing. https://t.co/6jxXOZwtOP

Imagine selling $SNDK because of the extremely short-lived volatility after crushing earnings, just to watch it rally another 30%.

Anyways, for those who can see past a 5 minute chart... I've already shared how $SNDK earnings and $AMD projections tell us exactly how liquidity https://t.co/5x2t6iVsz6


Summary: Bullish BTC; new monthly Blue Diamond signal loading, accumulating via IBIT toward 700 BTC goal.

New Blue Diamond on $BTC is loading... https://t.co/c0oH0pu5Kr


Summary: Bullish IREN: expects it to outpace Cipher and Terawulf on path to $100B scale given continued demand and execution.

@BizTechia As long as demand & executions stay on track, absolutely. $IREN will be much further ahead by then.

@wliang Could Cipher or Terawulf become $100B companies❓


Summary: Author reaffirms bullish stance on both DGXX and SLNH.

@DondeEstaJuann It’s literally in my quoted post. Again, I am bullish on $DGXX and $SLNH…

@wliang Bro seems like you’re embarrassed or something on some of your other picks: $SLNH  — clearly fits in this sector, but when you post about the sector you always exclude it.


Summary: Long AMD: MI400 shipments + AWS volume ramp will close the valuation gap vs NVDA fast.

Always a good time watching $AMD fill that valuation gap towards $NVDA.

I told you, being the "second source" is the only reason this gap exists. As MI400 starts to ship and $AMZN AWS volumes ramp, that gap starts to fill - fast.

It's only a matter of time... https://t.co/lvw2pocjdL


Summary: Long MRVL; author expects it to play out like prior successful calls on MU, SNDK, and AMD.

Not to toot my own horn, but I did nail a pretty phenomenal entry for you guys on $MU at ~$118.

Rallied ~800% afterwards.

HBM demand was accelerating, hyperscaler capex was ramping up, and AI training infrastructure needed more memory bandwidth.

We've seen what happens when fundamentals and technicals start lining up...

Same way I nailed the $SNDK / $AMD theses, and now $MRVL, which should play out as expected.

Congrats @wliang

You're a top Market Prophit for your call on $MU

Go to https://t.co/HQDyBNv73S and check out sentiment, buzz, and other crypto data.


Summary: Bullish DGXX to $10+ from $4-5 and SLNH to $5+ from ~$1; added to SLNH position.

Funny how people question if I called these tickers early, when they should be focused on what I’m calling…

When $DGXX is $10+, just remember it was given to you at $4-5.

And when $SLNH is $5+, just remember it was given to you at ~$1. Just added more shares as well. https://t.co/GaHc0ozQSF


when $SLNH is $5+, just remember it was given to you at ~$1. Just added more shares as well


Summary: Bullish CBRS IPO on near 1:1 backlog-to-market-cap ratio and $10B demand for a $3.5B raise.

$CBRS (Cerebras) IPOs on Thursday at ~$26B, raising up to $3.5B. Largest IPO of the year so far (in the US).

$CBRS builds wafer-scale AI chips, an alternative architecture to GPU based approaches. Customer base includes OpenAI ($20B deal), $AMZN, and $META.

Now this is pretty interesting...

$25B in contracted backlog vs ~$26B IPO. That's nearly a 1:1 backlog to market cap... much better than $CRWV's ratio at the time.

Or $10B of demand for a $3.5B raise...

Validates the entire AI chip and inference market once again. More money flowing into competitive architectures means more confidence in the thesis.

New capital flowing into the same supercycle... and if you've been following my posts, you can guess what benefits directly from the $CBRS IPO.


Summary: Bullish on AMPG heading into the coming week.

@wliang Any updates for AMPG this coming week? Thx


Initially shared at ~$4 (up 105%+ now)... 1.9% institutional ownership leaves massive room for re-rating. Earnings tomorrow, GPU rental starts on Friday.

Summary: Long both DGXX and SLNH as asymmetric plays in the Neocloud supercycle; DGXX on GPU-as-a-Service re-rating, SLNH on renewable-powered AI data centers with near-term catalysts.

I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:

They serve two completely different purposes, in different layers of the same supercycle. Both genuinely asymmetric in their own way.

Both sit in the Neocloud ecosystem. $DGXX as a GPU-as-a-Service operator and $SLNH as the renewable powered data center beneath it.

Different theses, different risks, same tailwind.

$DGXX (~$600M MC) - GPU-as-a-Service operator deploying $NVDA Blackwell GPUs directly to customers. Initially shared at ~$4 (up 105%+ now).

> Similar model as $CRWV (~$60B MC), $NBIS (~$45B), $IREN (~$20B). First AI revenue contract signed. $1.1B $CBRS colocation deal. Hans Vestberg / $BLK connection.

> 1.9% institutional ownership leaves massive room for re-rating. Earnings tomorrow, GPU rental starts on Friday.

Risks: Early stage, $750M shelf filed (dilution capacity), negative margins, execution heavy.

$SLNH (~$250M MC) - Renewable powered AI data centers. Wind farm acquisition closes vertical integration loop. Initially shared at ~$1 (up 65% so far).

> Same renewable power thesis as $TLN (~$17B), $CEG (~$106B), $VST (~$50B). 4.3GW development pipeline. Difference between them is instead of wind farm → grid → data center, $SLNH does wind farm → data center.

> Dorothy campus operational and expanding. Nasdaq compliance just regained. Earnings May 19.

Risks: Overhang from active dilution. Cash burning. Execution risk on Dorothy 3 (300MW+ campus).

Both are very early stage at this point. Both have execution risk. But both have real catalysts incoming.

As for dilution, that's a risk with any early stage company. Again, bears were saying the same thing about $PLTR at ~$15. Now the same bears would full-port if it ever dips to $100.

Valuation gap between current MC and what their competitors are trading at is what makes both asymmetric in their own layers.


Initially shared at ~$1 (up 65% so far)... Dorothy campus operational and expanding... Both have real catalysts incoming.


Summary: Bullish BTC to $1,000,000.

@Jim80478788 Will be worth a lot more when Bitcoin reaches $1,000,000.

@wliang 100btc is $8m, already have generation wealth


we just got our third Weekly Blue Diamond on $AMPG. This is ground zero. Once that flips bullish, we'll likely be in the $5-6 range.

Summary: Bullish AMPG to $5-6 on third Weekly Blue Diamond signal; author calls it ground zero for the move.

As mentioned before, we just got our third Weekly Blue Diamond on $AMPG. This is ground zero.

Note the bull tracker at the very bottom. Once that flips bullish, we'll likely be in the $5-6 range.

I said the same thing about $DGXX early on before it flipped from ~$6 to ~$8. https://t.co/p0YkVLIqwD

So during my deep dive into Space, cross checking names that Renaissance holds, I came across only two names under $1B MC.

> $SATL (~$1.4B MC now) - I called an entry for you at ~$3, now it's ~$9.60 (I hope you’re enjoying that 3x+).

> And $AMPG. Currently sitting at ~$98M MC. https://t.co/9qNPldCSWr


Summary: Long WYFI, averaging up; views today's ~7% dip as buy opportunity with thesis intact on 5-year revenue stream starting July.

$WYFI is a position I keep averaging up on.

Seems like a solid buy-the-dip opportunity today with majority of the sector having a healthy pullback.

Thesis hasn't changed at all, with the 5-year revenue stream starting in July.

Speculative, but $CBRS has their earnings call today...

Would be interesting to see if they announce a new deal with $WYFI (in a few days), esp. after specifically calling out inference demand in their IPO - exactly what $WYFI specializes in.

NFA, but it's currently down ~7% for those who've been waiting for an opportunity to buy on a red day.

As usual, I will add/sell as I see fit.

If you missed my calls last year on...

$IREN at ~$6 (ran to $70+)
$CIFR at ~$3 (now at ~$29)
$NBIS at ~$39 (now at ~$290)

And many more…

Don't miss $WYFI this year. https://t.co/VxYSrDtYhs


Summary: Bullish NVDA post-earnings; argues selling the news is a mistake and expects a rally following short-lived volatility.

Only the unexperienced would sell the news on $NVDA earnings... we've seen how it always plays out.

Not to mention, we saw the exact scenario with $SNDK and $AMD very recently. Short-lived volatility, followed by a massive rally.

$NVDA crushed earnings, clean beat across the board. They're also boosting their quarterly cash dividend from $0.01/share to $0.25/share, and announced a massive share buyback authorization worth $80B...

Ladies and gentlemen, let the market rally commence.


Summary: AI infrastructure thesis intact despite model export restrictions; NVDA/AMD/MRVL/MU/NBIS still benefit from hyperscaler capex and sovereign AI buildout.

My opinion on the U.S government putting restrictions on Anthropic's Fable 5 and Mythos 5...

Two common questions in my DMs:

1. Does this break the thesis?
2. How does this affect the AI supercycle?

The AI infrastructure thesis is largely intact IMO. AI compute demand doesn't care which specific model is dominant.

(E.g. OpenAI has zero export restrictions because they're more compliant and politically-aligned)

Names like $NVDA, $AMD, $MRVL, $MU, $NBIS (and many more) still benefit from hyperscalers building out capacity regardless.

> We're getting validation that AI is critical national infrastructure (governments don't restrict things that don't matter)

> Strengthens the sovereign AI thesis (UAE, Saudi, France will invest MORE in domestic capacity)

Obviously we could see short-term sentiment volatility in AI names, but this is the same playbook we saw with advanced semiconductors and critical minerals.

Government restriction = recognition of strategic importance = more investments/stake (could be driven by desire for control).


Summary: Long AMD (thesis playing out), long DGXX as undiscovered Neocloud with 1.9% institutional ownership and stacking catalysts; bullish power-layer ecosystem including IREN, CIFR, CRWV.

Nailed it on $AMD. Watch the rest of my thesis play out now. You can learn so much from just following the right people.

Now let me breakdown what sector I'm most focused on at the moment:

As mentioned previously, the power layer has been the most overlooked and under-rallied. The market knows compute needs power... it just hasn't priced it in yet.

With $DGXX signing a deal recently, it went from a speculative and execution dependent company, to a legitimate Neocloud competitor.

Catalysts are stacking up fast... I wonder why.

Note the institutional ownership levels on a few adjacent comparison as well:

$IREN is 43% institutional.
$CIFR is 75% institutional.
$CRWV is ~45% institutional.

$DGXX is sitting at 1.9% institutionally owned...

This doesn't inherently make it more bullish or bearish than others. It just means it's more undiscovered (significantly more room to run when institutions start coming in).

As usual, remember there are always risks of dilution for micro caps. How else are they going to build?

I could rant forever about the entire ecosystem and supercycle, but I'll stop here for now lol.

$AMD is down ~5% so far. Typical pre-earnings volatility alongside an HSBC downgrade...

Wouldn't trust banking re-ratings. Classic playbook to get cheaper shares just to re-rate it higher shortly after. Fundamentals are significantly more important.

Unlike $SNDK's short https://t.co/vtcMIpXFxZ


it went from a speculative and execution dependent company, to a legitimate Neocloud competitor. Catalysts are stacking up fast... significantly more room to run when institutions start coming in


The market knows compute needs power... it just hasn't priced it in yet


$SLNH has the best asymmetric risk/reward at this price, relative to $IREN $CIFR $APLD and others. Technicals are starting to line up as well... Weekly BDs on $SLNH are still intact. Daily BDs have yet to come, looks promising

Summary: Long SLNH on best asymmetric risk/reward vs peers; weekly breakdowns intact and daily setups forming.

Weekly BDs on $SLNH are still intact. Highlighted one can be invalidated until we close this week. Daily BDs have yet to come, looks promising... 🌱 https://t.co/EkkUjUoDHg

We all know that fundamentals will tell us what to buy, and technicals can tell us when to buy it.

As mentioned yesterday, $SLNH has the best asymmetric risk/reward at this price, relative to $IREN $CIFR $APLD and others.

Technicals are starting to line up as well... Solid https://t.co/Ll3wQ4Qo3y


Summary: Long AMD to ~$5T on sovereign AI dual-sourcing demand, valuation gap to NVDA, and Lisa Su's execution; 30% of swing account.

I genuinely believe $AMD can close that valuation gap towards $NVDA and become a ~$5T company in the future.

Countries building sovereign AI infrastructure (UAE, Saudi Arabia, Japan, EU) are explicitly choosing dual-sourcing strategies for geopolitical reasons.

As sovereign AI scales, $AMD continues to scale with it, as the most credible second source to $NVDA.

And soon they won't just be the second source...

(I was born in Taiwan, so I am definitely biased to bet on Taiwanese CEOs like Jensen Huang and Lisa Su lol)


Summary: BTC set to retest $85,000 gold zone.

$BTC is about to retest the gold zone...

We are ready for $85,000. https://t.co/HCZp84HvyY


Summary: Initiated long NBIS at ATH on $44B backlog, NVDA stake, META/MSFT deals; also bullish IREN as higher-upside earlier-stage Neocloud play.

NGL, $NBIS sitting at ATH seems appealing...

Better late than never?

Structurally, it looks phenomenal:

> $44B+ contracted customer backlog

> $NVDA equity stake (~$2B via warrant from March 2026)

> $META deal up to $27B over 5 years

> $MSFT as a major contracted customer

> Recent $BE $2.6B fuel cell deal for AI infrastructure

To be clear, I don't think $NBIS is superior to $IREN. Both have legitimate theses and different value propositions as highlighted before

I do think $IREN has more upside potential as an earlier-stage company, but $NBIS is a "safer" option. There is absolutely no reason you can't invest in both as a barbell approach.

Disclosure: I just started a long-term position (late to the party, I know). No target in mind, but bullish on their outlook. And as usual, my opinions can change, and I will sell as I see fit.

(should've listened to my own indicators and gotten in sub $100...)

Always wondered why $NBIS and $IREN investors butt heads with each other...

Both are riding the same Neocloud wave with legitimate theses, and run simultaneously.

They serve different parts of the AI compute stack with different value propositions.

$NBIS competes on software


I do think $IREN has more upside potential as an earlier-stage company


Summary: Strong Mag 7 capex guidance bullish for IREN and CIFR as hyperscaler power/compute beneficiaries; expects reversal off support.

If Mag 7 capex guidance comes in strong tonight, that's extremely bullish for $IREN, $CIFR, and the entire sector. These hyperscalers need somewhere to put all that compute... where do you think they'll get their power from?

Could see a reversal off the gold zone here. https://t.co/zX4RbbuhUx


$MU thesis continues to validate itself... HBM is sold out through 2026 under binding contracts. HBM4 in high-volume production for $NVDA Vera Rubin. $MU's 'Nvidia Moment' is playing out.

Summary: Long MU as bottleneck AI-supercycle supplier with HBM sold out through 2026, HBM4 in production, and $200B US expansion; also endorses AMD, SNDK, NVDA as long-term holds.

$MU thesis continues to validate itself.

Since I last posted about Micron...

> Manassas Virginia $2B+ expansion just started 1α DRAM production. The most advanced memory tech ever produced in the US. $MU is officially the ONLY US manufacturer of DRAM.

> Quadruples DDR4 wafer supply for automotive, defense, aerospace, industrial sectors. Part of their broader $200B US investment plan creating 90,000 jobs.

And remember, HBM is sold out through 2026 under binding contracts. HBM4 in high-volume production for $NVDA Vera Rubin. HBM4e ramps in 2027. Custom HBM for $NVDA Feynman GPU (2028).

$MU's "Nvidia Moment" is playing out. Makes sense... bottleneck supplier in an AI supercycle catches institutional attention as supply constraints become structural.

It's a different kind of peace investing in companies like $AMD, $SNDK, $NVDA, or $MU long-term.

So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.

Two weeks later, the first https://t.co/ihHRGndL5d buy-signal came in at ~$130. We're sitting at $746 today (~570%). Not a bad 8 month return on a large https://t.co/guXBX4Q04f


It's a different kind of peace investing in companies like $AMD, $SNDK, $NVDA, or $MU long-term.


Summary: Bullish AMPG: FCC/ISED certifications unlock commercial sales; targets ~$1B MC, ~10x from current ~$98M MC.

$AMPG just received full FCC and ISED Canada certifications for their 5G Native DAS Solution.

Their entire hardware stack is now approved for commercial sale across North America.

Phase 1 of the valuation gap fill towards $1B MC... still 10x away. Did you listen? https://t.co/7erfoRKVtL


Summary: Bullish DGXX targeting $7-8 range once weekly bull tracker confirms; more room to run.

Once our bull tracker flips bullish for $DGXX on the Weekly, it'll likely be in the $7-8 range. More confirmations to come = more room to go. https://t.co/QkEkkNX5Ac

Congrats to those who bought red and watched it flip green. One by one.

Would love to see what $DGXX ends at today… 🍀 https://t.co/U9ne1wI3bP


Summary: Bullish SLNH; dismisses selling after Nasdaq compliance regain and sector strength.

Imagine selling $SLNH here… https://t.co/8FWoqn4v3o

$SLNH just regained Nasdaq compliance...

The entire sector is up pre-market. $SLNH is down ~4% as of right now. Very reasonable after back to back days of 20-30% runs.

I expect any pullbacks to be eaten up pretty quick here. Could very likely end green today, but regardless, https://t.co/S8s5XPlEh7


Summary: Bullish SNDK; expects ~60% further rally after earnings, dismissing bear case on memory being overbought.

Scratch that... imagine selling $SNDK because of the short-lived volatility, just to watch it rally another ~60%.

They've been saying memory has been overbought for years btw. Bears sound smart, bulls make money. https://t.co/65MQ3WLkjj


Summary: Bullish neocloud names NBIS/CRWV/IREN/CIFR/WYFI as complementary AI compute suppliers ahead of Anthropic/OpenAI IPOs; expects aggressive run into Sept/Oct.

So speculation for Anthropic / OpenAI IPOs is towards Q4... this is great for our neocloud thesis.

We just witnessed the $SPCX precedent, where proxies/adjacent names rallied hard pre-IPO and sold off post-IPO - exactly as we predicted.

(Unfortunately great names like $ASTS, $RKLB, $FLY, and more took a hit, but capital will rotate back in eventually)

Neocloud shouldn't sell off at all (might have very minor turbulence) because they aren't direct proxies, they're suppliers.

> They are complementary to AI labs (Anthropic, OpenAI, Meta AI, etc.), not substitutes

> AI labs need more compute, not less. Thesis should stay intact through the IPO cycle

This is bullish validation for established names like $NBIS, $CRWV, $IREN, $CIFR, $WYFI, and a few more.

Note the IPOs are targeting EOY or even next year, so positioning in neocloud now won't disappoint IMO.

In fact, we should see a pretty aggressive run here into September/October.

I am grateful Grok can verify my claims!

I in fact did nail the entire AI/HPC run last year... $IREN (at ~$6) and $CIFR (at ~$3) were very early stage, and $NBIS was still the leader at ~$39.

Shared my thesis on the AI infrastructure supercycle back then, and showed that https://t.co/NWrJNBuXjP


positioning in neocloud now won't disappoint IMO. In fact, we should see a pretty aggressive run here into September/October


Summary: Raised Big Tech capex to ~$725B bullish for data center infrastructure plays APLD, IREN, CIFR, SLNH and similar names.

Capex guidance came in bigger than expected...

As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.

The group was projected to spend ~$600B on AI infrastructure this year. Now raised to ~$725B.

> $META raised full year capex to $125-145B, up ~$10B. Dropped ~7% AH on the raise, as mentioned in yesterday's post.

> $GOOGL beat on pretty much everything. Revenue $109.9B vs $107B expected. Google Cloud backlog nearly doubled quarter over quarter. Raised capex to $180-190B. Up 7% AH.

> $MSFT guided $190B capex for 2026. Azure and Copilot monetization finally showing up in numbers.

> $AMZN confirmed $200B. AWS grew 24%, fastest growth in 13 quarters.

$725B into AI infrastructure this year alone. Again, that spend has to go somewhere... data center infrastructure and renewable power.

Tomorrow is probably the most important earnings day of the year so far...

$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.

Pay attention to these cues:

$META - 31% YoY revenue growth expected... fastest pace since 2018. Curious what https://t.co/uCnT5X1cXn


$AMD is ~30% of my long-term swing account, and I'll explain why. The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart... As MI400 ships and AWS volumes ramp, that gap starts to fill.

Summary: Long AMD as ~30% of account; valuation gap vs NVDA too wide and closes as MI400 ships and AWS/hyperscaler volumes ramp.

$AMD is ~30% of my long-term swing account, and I'll explain why.

The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...

Both produce hardware that accelerates computing, $NVDA has established a massive lead in software-driven AI ecosystems.

$AMD focuses on offering superior price-to-performance value, open-source alternatives, and a combination of CPU/GPU capabilities.

> $AMD just crushed Q1. $10.25B revenue (+38% YoY), $1.37 EPS, datacenter +57% YoY.

> MI350 is shipping. MI400 Helios rack ships H2 2026 with 20 PFLOPS FP8, 432GB HBM4 per GPU. Direct competition with $NVDA's Vera Rubin.

> $AMZN AWS just signed as an MI350 customer - the first major hyperscaler win that $AMD has been waiting on. AWS doesn't pick second sources for fun.

> OpenAI (6GW commitment), $META (6GW), $ORCL, $MSFT. Customer concentration is expanding and diversifying.

Being the "second source" is the only reason this valuation gap exists. As MI400 ships and AWS volumes ramp, that gap starts to fill.

Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.

Now where should we put our money?

So we have $AMD earnings in 2 days... 99% chance they beat earnings. Might see a very short-lived dip and bounce right back, as we saw with https://t.co/FXwa4EkPaB


Added $MRVL on this dip. It's the strongest candidate for S&P 500 inclusion at the upcoming rebalance. Likely to happen next Friday. Inclusion would force passive buying from every S&P 500-tracking ETF. Onwards to $1T MC.

Summary: Long MRVL on imminent S&P 500 inclusion catalyst forcing passive buying; target $1T market cap.

Added $MRVL on this dip.

It's the strongest candidate for S&P 500 inclusion at the upcoming rebalance. Likely to happen next Friday.

Inclusion would force passive buying from every S&P 500-tracking ETF (like $SPY, $VOO, $IVV, and trillions more in passive flows).

Onwards to $1T MC.

Bought some $MRVL.

Jensen has finally validated what $MRVL has been building, endorsing it as a trillion-dollar company.

And it's been ripping. Biggest single-day gain in $MRVL history on Tuesday, momentum carrying into today as well.

Aside from Jensen's backing, the


Summary: Endorses bullish stance on ONDS; cites phenomenal fundamentals and strong execution.

@MadurangaL6507 Fundamentals are phenomenal. Team is great at executing. 🎯

@wliang Was down more then 50% for a long time on $ONDS but didn't sell any. The fundamentals are just strong.


Summary: Bullish memory stocks SNDK, MU, and MRAM as under-appreciated beneficiaries of $725B AI infrastructure capex build-out.

Memory is a pretty under-appreciated part of that chain right now...

$SNDK has earnings today, with large projected revenue growth (again, might catalyze a rally for the entire sector)... $MU is up there as well.

Then there's $MRAM, mentioned to our Discord Community a couple days ago at $12.57 (link in bio to join) - still largely undiscovered relative to others.

Beautiful price action after earnings yesterday. Currently sitting at $17.38 pre-market...

All will benefit directly from the ~$725B in confirmed AI infrastructure spend. Every data center built needs to be powered, computed, and stored.

@wliang Follow the MAG Cap-Ex spend into data centers, memory and GPUs. It's not that complicated at this stage.


$MRAM, mentioned to our Discord Community a couple days ago at $12.57 - still largely undiscovered relative to others. Beautiful price action after earnings yesterday. Currently sitting at $17.38 pre-market


Summary: Considering adding to SLNH at ~$2 after earnings volatility; healthy retest of 1D gold zone, no sell signals.

Nothing unexpected with $SLNH. Healthy retest of 1D gold zone - typical earnings volatility. No Pink Diamonds (sell-signals). Considering adding at ~$2 here... https://t.co/ZinnJmDbaO

We underestimated $SLNH.

Soluna beat EPS... significantly (-$0.24 vs -$0.62). This is the largest EPS beat in $SLNH's history.

Revenue is up significantly as well (~59% YoY). Data hosting revenue more than doubled YoY.

The pivot to renewable powered AI infrastructure is https://t.co/s4d6AmoRmZ


Tons of support at the $17-18 range. Hard to go wrong betting on either of these.

Summary: Bullish on both CIFR and IREN despite sector weakness; support at $17-18 for CIFR, weekly chart intact for both.

Nothing unordinary with the current price action of $CIFR, given the entire sector is down. Tons of support at the $17-18 range.

Weekly looks intact. $IREN looks slightly better. Hard to go wrong betting on either of these. https://t.co/wkpN0sMc1m


$IREN looks slightly better. Hard to go wrong betting on either of these.


Summary: Bullish SLNH; buy signal indicator appearing, sees potential start of a real rally/move.

Oh hello, an old friend has joined us on $SLNH. Let's see how much of a rally you'll give us this time around. This could be the start of the real move... https://t.co/O0H5zdpBFn

The first of many (hopefully) buy signals... a White Diamond on $SLNH. Can be invalidated until we close today. Wave 3 is looking primed for a run...

If you have a lower risk tolerance, wait for BDs to start appearing. I'll share here once they do. https://t.co/tg7d8d2bDH


Summary: Expects CRWV post-earnings sell-off to reverse sharply within days/next week, citing historical pattern of ~90% rally from lows.

Pretty close with the $CRWV thesis.

Missed EPS, beat revenue. Closest comparison would be scenario 1, with the guidance raise being backlog and long-term ARR rather than near-term quarterly revenue (full-year guidance just maintained, didn't raise).

As predicted, volatility occurring AH. The earnings sell off on $CRWV usually reverses pretty fast (dropped ~20% last time, rallied ~90% from the lows afterwards).

Whether it's tomorrow or next week, expecting a solid reversal pretty soon.

Elaborating on $CRWV a bit more.

Earnings tomorrow after close.

Historically, they've missed EPS (but beat revenue). Wouldn't expect anything different tomorrow (might be priced in?). What people should focus on is the guidance/backlog like mentioned below.

> Last time they https://t.co/dEYQYrcdcx


Summary: Now is prime time to position in Neocloud stocks NBIS, WYFI, and CRWV as US AI restrictions lift and China competition intensifies.

Shower thought... China released GLM-5.2 last week. Open-source, MIT license, freely downloadable.

Pretty much equivalent to Claude Opus, beats GPT on some benchmarks, cheaper per token, and built on Huawei chips (no $NVDA hardware).

https://t.co/UB14nbsO9b (HKEX $02513.HK) has been absolutely soaring.

Interestingly, U.S Gov shut down Claude Fable 5/Mythos 5 a few days prior to GLM-5.2 release.

This is what happens when the U.S. caps its own AI capabilities. While Anthropic faces restrictions, China delivers competitive alternatives for free.

But here's the 4D chess they're playing...

Trump confirmed in early June he's exploring equity stakes in major AI companies. Word for word, he expects to meet with "all the big ones" at the White House.

($INTC set precedent: U.S Gov took 10% stake ($8.9B) last year. CHIPS Act grants converted to equity)

IMO the restrictions are negotiation leverage. Claim the equity before Anthropic IPOs, secure partnerships, then remove restrictions = global wealth continues to flood into U.S companies.

The U.S. won't gatekeep Claude much longer, esp. with China continuously delivering.

Prime time to be positioning in Neocloud, like $NBIS, $WYFI, $CRWV, and more.


Summary: Bullish on equities/crypto ETFs and NBIS; views post-Fed selloff as a healthy pullback before the next leg up.

Dot plot panic selloff towards market close... typical reaction. Market's already recovering AH.

> $QQQ is nearly back to flat
> $WGMI flipped green
> $NBIS is already climbing towards ATH again

Although AH can be a bit misleading, it's clear there's demand at these levels. Smart money wants entries at any pullback before the rally begins.

Healthy to let the chart breathe and reset once in a while before the next leg up. 🫡

Fed leaves rates unchanged. Inflation has peaked. Oil is plummeting. Are you ready for the rally? https://t.co/ZOIX4YWb1L


$NBIS is already climbing towards ATH again


Summary: Bullish SLNH on higher-highs/higher-lows pattern after 21% run; views dip as healthy consolidation.

From negative to flat... not bad after a 21% run on $SLNH yesterday. It's healthy to let the stock breathe. Whether you believe in chart patterns or not, you can't tell me we're not seeing higher highs and higher lows here. https://t.co/T8pSpjkEUv

Yesterday $SLNH flipped from -4% to +21%. We’ve been blessed with another red opening across the sector.

Might not be a bad opportunity to catch some discounts. You can thank me later. 🍀 https://t.co/o8BhF0r34U


This could add an insane amount of fuel to the momentum $RKLB catalyzed. EPS miss + solid operational updates = very short-lived volatility, similar to what we saw with $SNDK and $AMD, followed by a continued sector rally.

Summary: Bullish ASTS into earnings; expects continued sector rally led by RKLB momentum regardless of EPS miss if operational updates are solid.

$ASTS reports tomorrow after close. This could add an insane amount of fuel to the momentum $RKLB catalyzed.

Pretty certain the market's already priced in another EPS miss... they've missed by ~80% on average over the last 4 quarters.

Luckily, EPS isn't what matters for $ASTS (or the sector to be honest) for now. Operational guidance/updates is what'll facilitate the rally even more.

A few scenarios could happen:

> EPS hit + solid operational updates = adds to momentum, continued sector rally.

> EPS miss + solid operational updates = very short-lived volatility, similar to what we saw with $SNDK and $AMD, followed by a continued sector rally.

> EPS miss + operational delays would be brutal for $ASTS… (unlikely scenario). Rest of the sector should still be fine IMO, but there'll be turbulence.

Technicals are starting to build up and fundamentals might start to align. We'll find out soon.

Many opportunities loading...

Stay ready.

I'm genuinely excited to see if the Space momentum persists, especially with $ASTS earnings on Monday. If so, I'll be hunting for solid buying zones in the list I shared...


This could add an insane amount of fuel to the momentum $RKLB catalyzed


Summary: Bullish space sector; RKLB earnings signal reversal, ASTS earnings add fuel; expects aggressive rally this week with positions in large caps and asymmetric plays.

Space momentum is carrying on from last week... should see a pretty aggressive rally this week.

$RKLB earnings pretty much set the tone for a reversal after a healthy correction. Regardless of what happens with $ASTS earnings (it'll just add fuel to the rally), we're ready for the next wave up.

I have positions in the large caps, and much larger positions in the asymmetric plays quoted below.

High risk, higher reward.

2 months ago $NVDA CEO told us the next sector that's being absorbed into this AI supercycle...

"Space computing, the final frontier, has arrived. Intelligence must live wherever data is generated."

When Jensen Huang calls space "the final frontier" and commits actual product


Regardless of what happens with $ASTS earnings (it'll just add fuel to the rally), we're ready for the next wave up


Recently started a longer swing position in $WYFI... Will be looking to add to my $WYFI position to ride this Neocloud momentum.

Summary: Long WYFI as a smaller-cap Neocloud play; adding before Monday's Nasdaq-100 inclusion of NBIS/CRWV which validates the AI infrastructure theme; second catalyst in July.

Recently started a longer swing position in $WYFI.

Seems like a smaller cap version of $CRWV or $IREN?

$1.4B MC vs $64B / $20B

(also reminds me of an earlier stage $NBIS)

Nasdaq-100 inclusion of $NBIS and $CRWV heavily validates the entire thesis we've been on...

And it takes effect next Monday, which gives us today and tomorrow to plant our seeds in Neocloud before it takes off.

(with a second catalyst coming in July as the 5-year revenue stream begins from their recent contract)

Burning cash for buildouts. Same playbook $CRWV used before becoming a ~$60B company...

Leopold's $20B (Situational Awareness LP) fund recently opened a $WYFI position as well.

His entire fund is built around the AGI thesis with concentrated bets in AI infrastructure. There's a reason he pivoted from other Neocloud names to $NBIS / $WYFI.

When the most aggressive AI fund starts a position here, it's worth jumping onto IMO. Especially if he aims for 10-20x returns on his picks...

Will be looking to add to my $WYFI position to ride this Neocloud momentum.

This is a higher-beta swing in a theme I have high-conviction in. As usual, I will add/sell as I see fit. Not financial advice, do your own research.


Nasdaq-100 inclusion of $NBIS and $CRWV heavily validates the entire thesis... it takes effect next Monday, which gives us today and tomorrow to plant our seeds in Neocloud before it takes off.


Nasdaq-100 inclusion of $NBIS and $CRWV heavily validates the entire thesis we've been on


The pivot to renewable powered AI infrastructure is working... the entire thesis is playing out. We are very early. Any volatility we see should be extremely short-lived. Might get the perfect opportunity to enter on a pullback...

Summary: Bullish SLNH after blowout EPS beat and revenue surge; thesis playing out, construction catalysts ahead, dips are entry opportunities.

We underestimated $SLNH.

Soluna beat EPS... significantly (-$0.24 vs -$0.62). This is the largest EPS beat in $SLNH's history.

Revenue is up significantly as well (~59% YoY). Data hosting revenue more than doubled YoY.

The pivot to renewable powered AI infrastructure is working... the entire thesis is playing out.

Cash position of $86M, much stronger than what bears were worried about.

The one downside? Their net losses increased from overhead growth/G&A expenses.

The company is expected to announce its next earnings report in August, with analysts projecting an EPS of $0.

They're already pricing in the transition from burning cash to operationally sustainable. This is huge.

But what they're building behind the scenes is what's interesting... which'll also catalyze a rally upon fruition.

Kati 2 (350 MW AI campus) is progressing fast in the design stage, while Dorothy 3 (owned outright) development stage is advancing.

Once construction begins, you'll start seeing the valuation gap fill start to happen. We are very early.

Any volatility we see should be extremely short-lived. Might get the perfect opportunity to enter on a pullback...

$SLNH earnings come out pretty soon.

This should play out pretty similar to $ASTS the past couple of days...

The market has largely priced in another EPS miss (has historically missed). Like most early stage AI infrastructure names, EPS isn't what matters right now.

What https://t.co/ReLDDu8IHn


White Diamond on $SLNH... Wave 3 is looking primed for a run...

Summary: Long SLNH on technical buy signal (White Diamond); Wave 3 primed for a run, best asymmetric risk/reward vs peers.

The first of many (hopefully) buy signals... a White Diamond on $SLNH. Can be invalidated until we close today. Wave 3 is looking primed for a run...

If you have a lower risk tolerance, wait for BDs to start appearing. I'll share here once they do. https://t.co/tg7d8d2bDH

We all know that fundamentals will tell us what to buy, and technicals can tell us when to buy it.

As mentioned yesterday, $SLNH has the best asymmetric risk/reward at this price, relative to $IREN $CIFR $APLD and others.

Technicals are starting to line up as well... Solid https://t.co/Ll3wQ4Qo3y


Should be a pretty short-lived pullback. currently down 11% AH

Summary: ASTS down 11% AH on earnings miss but author expects the pullback to be short-lived; BlueBird launches on track, $3.5B cash, FCC authorization.

As expected, $ASTS missed earnings.

No operational delays - BlueBird 8, 9 and 10 are all on track to launching mid June. ~$3.5B cash position. FCC commercial authorization, Texas facility operational at ~10+ satellites/month.

Second scenario highlighted below should play out... currently down 11% AH. Should be a pretty short-lived pullback.

The rest of the Space sector shouldn't see much of an impact, especially if people were already pricing in an EPS miss.

$ASTS reports tomorrow after close. This could add an insane amount of fuel to the momentum $RKLB catalyzed.

Pretty certain the market's already priced in another EPS miss... they've missed by ~80% on average over the last 4 quarters.

Luckily, EPS isn't what matters for $ASTS https://t.co/1L3jdSmPiT


Summary: Long AMD as a smaller-base AI infrastructure play with valuation gap vs NVDA closing; also long NVDA long-term.

$AMD is now approaching the $1T milestone, ~5.7x away from $NVDA.

Initially started at more than 10x... that valuation gap is filling rapidly. Exactly what I've been calling for.

The thesis was simple: $AMD is the smaller version of the same AI infrastructure story. As they execute, the market gives them more credit. And less as a "second source."

That's exactly what's happening.

$NVDA is undoubtedly still the leader. But $AMD has more room to grow off a smaller base.

The next leg up has already started, and will accelerate even faster when MI450 interest converts to contracts.

(and tbh, I don't think you can lose betting on either of them long-term)

$AMD is ~30% of my long-term swing account, and I'll explain why.

The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...

Both produce hardware that accelerates computing, $NVDA has established a massive lead in software-driven AI ecosystems.

$AMD https://t.co/KQUbBywuMW


I don't think you can lose betting on either of them long-term


Summary: Bullish AMPG into next week on Helix expansion catalyst; convergence trade said to have barely started.

I'm curious what the price of $AMPG will be next week once Helix starts expanding here... https://t.co/f4yvpEUsf9

The $AMPG convergence has barely started...

Take a look at the quoted posted from @sunxliao.

And tell me, do you think you're late?

We're planting seeds this week.

Next week, the fun begins. https://t.co/kKLLRHMBym


Summary: Bullish MRVL; expects MU/SNDK-style run toward $1T market cap this year.

$MRVL showing that mega caps can be fun. Reminds me of my early calls on $NVDA and $AMD.

We'll very likely see an $MU / $SNDK type of run this year, towards that $1T MC.

Many asymmetric opportunities and undiscovered names that will directly benefit... I'll share them soon. https://t.co/acQunDKo0j

Not to toot my own horn, but I did nail a pretty phenomenal entry for you guys on $MU at ~$118.

Rallied ~800% afterwards.

HBM demand was accelerating, hyperscaler capex was ramping up, and AI training infrastructure needed more memory bandwidth.

We've seen what happens when https://t.co/ICe4AJW1qU


Summary: Bullish WYFI as the next big call for the year, following prior wins on IREN/CIFR/NBIS.

If you missed my calls last year on...

$IREN at ~$6 (ran to $70+)
$CIFR at ~$3 (now at ~$29)
$NBIS at ~$39 (now at ~$290)

And many more…

Don't miss $WYFI this year. https://t.co/VxYSrDtYhs

I remember seeing Wayne last year this time when I was first getting into $IREN at 8$

You heard him the rally is coming 🚀


Summary: Long SNDK on durable datacenter demand; long AMD on GPU/CPU capex surge; long DGXX (held position) on power needs; long TSM on rising utilization in the AI buildout chain.

Imagine selling $SNDK because of the extremely short-lived volatility after crushing earnings, just to watch it rally another 30%.

Anyways, for those who can see past a 5 minute chart... I've already shared how $SNDK earnings and $AMD projections tell us exactly how liquidity will flow through the ecosystem.

In brief: $AMD CPU/GPU demand = hyperscaler capex surge = more data centers = more power needs (like $DGXX, which I have a position in) = cooling/photonics = HBM/SSD memory demand = higher $TSM utilization = semiconductor equipment boom.

Pick any sector in the chain and you'll be able to find solid asymmetric trades. Large cap for de-risked and "safer" opportunities. Micro cap for higher potential returns.

$SNDK crushed their earnings. Typical "sell-the-news" volatility, and we're right back to flat.

Datacenter revenue up 233% YoY... demand is accelerating, as expected. The entire downstream chain will benefit from this.

$IREN, $APLD, $SLNH 🔥, and more. The most asymmetric plays https://t.co/Gah9TPHOm7


$AMD CPU/GPU demand = hyperscaler capex surge = more data centers


more power needs (like $DGXX, which I have a position in)


higher $TSM utilization = semiconductor equipment boom


Summary: Still bullish long-term on space sector; views recent pullback as reasonable after a big run.

@PEhrgood Bullish long-term on the space sector still. Reasonable pullback after such a monstrous run.

@wliang Love IREN, what’s up with the space sector - haven’t heard much in a few days.


Summary: Bullish RKLB long-term; ATM dilution dips are buying opportunities if proceeds fund acquisitions rather than survival.

$RKLB ATM announcement volatility eaten up within a day or two? Seems like people don't understand the fundamentals of dilution/offerings.

Unless they're burning cash and diluting just to survive, it's generally bullish long-term... especially if they're using it for new acquisitions. Zoom out, it gives you some of the easiest buying opportunities.

$RKLB approaching the gold zone soon.

Could be explosive once we clear that $46-48 range.

You can see the movement start to curl up in our first pane too. Bullish signs overall. https://t.co/pNbxgPirkl