iceee

[Serenity @aleabitoreddit]

If I had to turn $100k -> $1M in 1 year.

It would be: $XLU OTM 2 year leaps

2026 is the first time in modern history markets have:

- falling interest rates
- AI inference + buildout

There's a potential ~40% for XLU (1000%+ OTM), from mapping.

Here's my macro thesis:

1. Rate Cuts

When the Fed cuts rates without a recession, utility debt becomes cheaper, and institutional rotates low-yielding cash to for utility dividends.

This causes immediate valuation multiple expansion:

1995: The S&P Utilities sector returned +31.3% in 1995 and another +12.1% in 1996 - ~47% cumulative return

2019 Mid-Cycle Cut: Result: XLU generated a +25.9% total return in that single year

Standard soft-landing rate-cut cycle naturally maps to a 25% to 30% baseline return. And we're entering a new rate cut cycle in 2026.

2. The Infrastructure Supercycle Capex

Infra CapEx gives the sector compounding earnings growth. Following the early 2000s, utilities entered a massive CapEx cycle to modernize aging grid infrastructure.

Because they were constantly spending and expanding their guaranteed rate base, XLU returned +23.5% in 2004, +16.3% in 2005, +20.8% in 2006, and +18.4% in 2007.

However this time:

The $800B+ AI buildout of 2026 makes the 2004 grid modernization look like pennies.

So you have Valuation Multiple Expansion (+15% to +20%), from rate cuts from #1. EPS growth (+18% to +20%) from #2 from capex spend historically. Just from a history lesson.

But 2026 is the most unique moment in history from AI usage.

Just from my own model projections as all former estimates are likely wrong from extreme AI ramp (eg. DOE/LBNL projections):

Hyperscaler CapEx Inflows (Spend) - (Amazon, Microsoft, Meta, Google, Oracle) into DCs est:

2024: $220 Billion
2025: $350 Billion
2026: $550 Billion
2027: $800 Billion
2028: $1.2 Trillion (Growth: +445% over 4 years)

U.S. Data Center Power Usage:

2024: 190 TWh
2025: 280 TWh
2026: 430 TWh
2027: 650 TWh
2028: 980 TWh (Growth: +415% over 4 years)

% of Total U.S. Electricity Consumed by AI:

2024: 4.5% of the U.S. grid
2025: 6.6%
2026: 8.2-10.2%
2027: 13.4-15.4%
2028: 21.3-23.3%

Lawrence Berkeley National Laboratory and the Department of Energy seem off by AI usage (they're projecting ~12% by 2028)

Physical Grid Capacity Demand:
2024: 18 GW
2025: 35 GW
2026: 65 GW
2027: 105 GW
2028: 160 GW

Basically you can just see 2026 into 2028 being the inflection point whereas 2024-2025 where slower years on the ramp up.

Then there's the "Desperation Premium" for independent companies. Because grid capacity is sold out, tech giants are paying massive premiums to utilities to cut the line. eg. PJM Interconnection (Virginia "Data Center Alley"), capacity prices spiked from $28.92 per MW-day in 2024 to an unfathomable $329.17 per MW-day for 2026/2027.

$VST or Constellation are a large weighting in the ETF as independent power producers.

Across the board, you can see the extreme ramp from 2026 (now) into 2028 compared to previous years, alongside extreme capex going into building the infrastructure.

2026 is the first time in modern market history that every single thing is firing at the same time for the boring grid/power sector with AI as the biggest tailwind.

And as Elon quotes it: "Billions of dollars of the most advanced hardware. Sitting dark. Not because the chips won't work. Because there's not enough electricity to run on them".

Again 2026 is an absolute historical anomaly due to AI and MMs have priced in historical IV (extremely flat ~14%-16%) for OTM calls.

We're seeing an explosion in AI inference (beyond previous measurements) as well as training (per OpenAI report today).

So the most boring sector on earth (power/grid), might just be the start of a major rally due to hyperscaler/gov spend into grid improvements -> extreme power consumption from AI inference/training -> rate cuts and others.

This is just my personal thesis, options come with risk and magnifies downside too. These are also my own projections, no certainty if they will exceed or be lower than them.

But basically:

2026 is an absolute historical anomaly.

New bottleneck in the US is power.

There's extreme demand from AI, extreme capex, rate cuts:

$XLU looks like the best trade for exposure.

Time will tell if this is right or not.

[Firecrawl @firecrawl]

Starting today, you can try Firecrawl for free without an API key 🔥

Search, scrape, and interact with any web page, plus parse any PDF into clean markdown, with no setup at all!

Start using our endpoints and only sign up when you scale.

Live on our MCP, CLI, and API now!

[0xFun @0xFunX]

亲测，世界杯原生 4K 直播画质排名。

假球迷都在研究赌球，唯有真球迷才会研究怎么提升看球体验😁😁

#世界杯直播 #球迷

[歸藏(guizang.ai) @op7418]

https://t.co/qH6VfrJLqy

[alaimai @alaimai_Mr]

电视上安装个iptv软件，订阅 http://82.156.243.185:33389/fwc.m3u，里面有央视的转播，并且有杜比视界4k的西语转播。

[iceee @0xiceee]

@DUANMEI11 刚申请了

[Michill💕 @SexyMichill]

我把 2026 世界杯 48 支参赛球队之间的历史交锋数据整理成了一个开源数据包✨

包含：
⚽️ 1128 个球队 Pair
⚽️ 7503 场历史 Head-to-Head 交锋纪录
⚽️ 世界杯小组赛 72 场对阵全覆盖
⚽️ 已验证「历史从未交手」的球队 Pair

GitHub：
https://t.co/BrguwKNN7g

这次我只开源数据层，不包含预测模型、市场数据、评分逻辑或任何私有策略！

其实原本我是想把所有数据全部开源出来的。

但后来发现有些数据来源涉及付费 API、商业授权以及比较敏感的数据条款，也有不少朋友提醒我要注意相关法律与合规风险，所以最后还是决定保留部分数据边界。

等我的世界杯市场研究台正式上线之后，大家可以直接在网站上查看更完整的内容。

希望这些数据能帮助更多开发者、研究员、分析师，或者单纯喜欢足球的朋友，一起做出更多有趣的东西🫶🏻

也欢迎大家一起来帮我提建议或是补充数据。

[iceee @0xiceee]

@GMWalletHK 小透明

[iceee @0xiceee]

@jenniekusu 进不去了

[币圈链丹师🌕 @Jun666Xx]

@zhunuannuan 自己研究哈
https://t.co/YQpkYT7UJc

[YYYzzy | GDC @YYzzy_diamond]

发现一位预测市场的“王小二”

@guduchaobi1015

世界杯准备跟他了

一周赚了30k

https://t.co/cAoV85TaG6

地址是：

0x05625ca25b4b289f3be889fecc9f160a6f0118a4

[Terry @RichTerry123]

SpaceX IPO，散户集体埋伏，却可能亲手制造踩踏事故

大家的如意算盘都一样：捏着鼻子申购，上市第一时间出货，赚个开盘溢价走人。

听起来很聪明，但问题是：所有人都在打这个主意。

225亿美元分配给了零售投资者。如果大家都想第一时间出货，开盘5分钟内就会砸出225亿美元的卖压。就算只有一半人这么干，也是115亿美元。再加上承销商手里还握着525亿美元随时可以卖。

然后我们来看一个参照系——

英伟达单日交易量历史最高纪录是1100亿美元，平摊到每分钟大约2.82亿美元，5分钟约14亿美元。

而225亿美元的零售卖压，相当于英伟达历史最高单日每分钟交易量的16倍。

这不是抛售压力，这是踩踏。

开盘那几分钟，可能会非常非常好看。

[王赞 @wangzan101]

这么干的内容，不得收个千八百开门课。

[⧫ Alan Chen ⧫(alanchentsla.eth） @alanchen]

马斯克自锁366天，却给你15天“特权”？揭秘SpaceX IPO的合法连环套

[Ren @FakeMaidenMaker]

闲鱼 29.9 都买不到这么细的公众号起号教程...

[AYi @AYi_AInotes]

免费领6个月ChatGPT Pro，
价值$ 1200🤩

这可能是今年对开发者最实在的福利了，

没有硬性Star数要求，
有项目链接基本都能过，

只要你是任何一个公开开源项目的维护者，哪怕只有你一个人在维护，
都可以去申请试试：
https://t.co/YsVgw6RrPU

[nico^ ^ @staypinkyup]

冲了啊啊啊 这真得上了 澳洲的友友们！！

CommSec 支持 SpaceX 的 IPO 打新（新股认购）。56
SpaceX 已正式提交 S-1 文件，计划在纳斯达克上市（代码：SPCX），预计路演 6 月 4 日启动、定价 6 月 11 日、上市 6 月 12 日左右。这将是史上最大规模 IPO 之一。

CommSec 最近（本周）已向客户发出公告，明确表示：
- CommSec 将担任 澳大利亚零售经纪商的 Lead Broker（领先经纪商）。
- 如果 IPO 顺利进行，澳大利亚散户可以通过 CommSec 参与 SpaceX Class A Common Stock 的认购。
- 必须先开通 CommSec International Shares Account（国际股票账户） 才能参与打新。

如何操作（建议尽快做）：
1. 登录 CommSec App 或网页，检查/开通 International Shares Account（如果还没开）。
2. 去 Portfolio > Offers & Apply > IPO & New Issues Notification 订阅通知（CommSec 会根据分配额度通知你）。
3. 关注 CommSec 的 IPO 列表（Quotes & Research > Tools > Upcoming IPOs），SpaceX 应该很快会上榜。

注意事项：
- 打新不保证中签，取决于 CommSec 拿到的分配额度 + 整体超额认购情况（SpaceX 超级热门，需求会远超供给）。
- 上市后你也可以通过同一个国际账户直接在纳斯达克买卖 SpaceX 股票。
- 目前 SpaceX 不在 ASX 上市，只能走国际账户。

总结：CommSec 是目前澳大利亚最直接、最方便参与 SpaceX 打新的渠道。尽快开通国际账户并订阅通知，就能第一时间收到认购指引。

[lxrex @LxRexme]

用的是这个哈，打不开挂梯子打开或换节点再试试
https://t.co/QIRxfzOdf7

[Kimberly @king1818888]

🚀 想在家远程赚美金？xAI（Elon Musk的公司）正在狂招 AI Tutor（AI训练师）！

1.全职远程（在家做）
2.时薪 $35-65 USD（约250-460 RMB/小时）
3.6个月合同（可续），有福利
4.特别招中文母语者！帮训练Grok的语音、多语言能力

英语+中文好、有耐心、细节控就能申请。筛选有测试，但通过后收入稳定。
申请直达：https://t.co/5tQEiWFtcc
搜 “AI Tutor - Chinese”

机会一直在更新，感兴趣的赶紧去试试！
#远程工作 #赚美金 #xAI #AI兼职 #在家赚钱

[Aron厚玉 @aronhouyu]

不用吃二手的屎

这个油管博主，养活了90%的中文ai博主

https://t.co/DWNw6iN0mr