Ajay Patel

When life gives you lemons, you say fuck the lemons' and bail!

[Wayne Liang @wliang]

Quick recap on some of our recent setups, in different layers of the same supercycle.

Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Nailed the $AMD thesis shortly after, before the next leg up.

$SNDK earnings (datacenter revenue +233% YoY) reaffirmed our AI infrastructure & data center thesis. We already knew where to position our capital.

Leading into Neocloud... with $CBRS IPO and $DGXX's recent deal with them, it was an easy proxy - rallied from ~$4 to ~$9 before the classic "sell-the-news" volatility. I expect it to be very short-lived.

With $SNDK, $AMD, and $CBRS reaffirming the supercycle, power has become one of the most overlooked layers (all these chips run inside data centers, all those data centers need massive amounts of power).

$TLN and $CEG dominate the sector. Now the most asymmetric name in the same chain?

In comes... $SLNH. Renewable power. Fundamental and asymmetric thesis has been explained in a separate post. Called it at ~$1 (currently still playing out and early IMO).

It's the same process over and over again. Find the bottleneck, find the asymmetric setup, position before the market catches up.

All of this was posted in real-time, using fundamental explanations and technicals for solid entries.

Every single name has paid off heavily.

Don't miss the next run.

[JD Vance @JDVance]

And with all due respect to my Canadian friends, whose politics focus obsessively on the United States: your stagnating living standards have nothing to do with Donald Trump or whatever bogeyman the CBC tells you to blame.

The fault lies with your leadership, elected by you.

[JD Vance @JDVance]

While I'm sure the causes are complicated, no nation has leaned more into "diversity is our strength, we don't need a melting pot we have a salad bowl" immigration insanity than Canada.

It has the highest foreign-born share of the population in the entire G7 and its living standards have stagnated.

[Kat Kanada 🏴 @KatKanada_TM]

Oh my gosh. 🤣

[Joey Swoll @TheJoeySwoll]

Sorry, I had to troll! Wait for the end! 🤣🤣🤣

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

WAIT WAIT .....WAIT

So Mark Carney and the Liberals

lowered the tax rate on luxury yachts and private jets

and made up the revenue

with a tax on KIDS WINTER WEAR!?!

[Ryan Gerritsen🇨🇦🇳🇱 @ryangerritsen]

Shame on Canada.
The media never shares stories like this. Funny that.

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

🚨BREAKING

Liberal MP Erskine-Smith from Toronto BREAKS RANK with Mark Carney

PUBLICLY RIPS APART Carney's spending in a post on X

"The budget adds $90B in spending and only 36% of it is actually capital"

WOW -- the Liberals are FALLING apart.

[Shawn Hendrix ➡️ Vidsummit @TheShawnHendrix]

Just so everyone knows this was never about bird flu. This is about the continued exploitation of humanity. This is a real article from a real newspaper. It’s respected and award-winning. It’s not Clickbait or fake news. This is just the wickedness of government in full display.

[Ryan Gerritsen🇨🇦🇳🇱 @ryangerritsen]

“This is one of the biggest crimes in Canadian history”

They never tested the birds, the birds that survived the avian flu were alive & healthy a year after the outbreak. This was an unnecessary slaughter & it needs an investigation.

[Dacey Media @chrisdacey]

Universal Ostrich Farms - Edgewood, BC

"That's your Canadian government right there that just did this.

I went to Bosnia, Somalia and Afghanistan and I did not serve my country for this bullsh*t that's in front of us.

The government committed their own a-f*ucking-trocity"

Sgt. Mike Rude (retired)

[BCBarracuda @BCCuda]

Listen. People that do BUSINESS in Canada need to know the truth, and the numbers. Robin Hiller knows. @robin_hiller on Instagram CON CARNEY is problem.

[wealthmoose @wealthmoose]

🇨🇦 THREAD: The Budget Numbers Ottawa Hopes You Don’t Read Twice

1/
Everyone’s talking about the $78 billion deficit.
Nobody’s talking about the $170 billion gap hidden in the fine print.

Ottawa says it’s spending $280 B, but the real cash outlay is $450 B.
That’s the real bill Canadians will pay.

#cdnpoli #Budget2025

2/
Hidden Anomaly #1: The Vanishing Transfers.
Ottawa’s “health & social funding” looks generous — until you notice many transfers expire after 2027-28.

So provinces get less money later, while Ottawa claims to be “saving.”
Guess who fills the gap?
You — through local taxes and service cuts.

3/
Hidden Anomaly #2: The Growth Gamble.
Budget assumes Canada’s economy keeps growing fast enough to shrink the deficit.
But if growth stalls — or that $60 B in “planned savings” never appears —
then debt charges soar, taxes creep up, and Ottawa borrows even more.

4/
Debt payments already hit $55 B, rising to $76 B by 2030.
That’s more than the federal government spends on health transfers.
Every extra point of interest means another billion less for hospitals, housing, or tax relief.

5/
Governments love to announce spending.
But the real story is what’s left unsaid — expiring programs, rosy growth math, and $170 B quietly added to the national credit card.

In the end, budgets aren’t numbers.
They’re promises — written in debt.

🇨🇦
@StephenPunwasi @nationalpost @CPC_HQ @PierrePoilievre @AndrewScheer @dsimieritsch @ryangerritsen @ronmortgageguy

#cdnpoli #Budget2025 #CanadaDebt #Economy

[wealthmoose @wealthmoose]

🇨🇦: The Budget Number Nobody Noticed

1/ The Canadian budget looks fine at first glance — a $78 billion deficit and promises to “cut spending.”
But buried in the fine print is a number that changes everything. 👇

2/ Ottawa says it will invest $280 billion in new projects over 5 years.
But on a cash basis — the real money we borrow — that’s actually $450 billion.
That’s a $170 billion gap that quietly raises our future debt.

3/ The trick? The government counts projects over decades, not when the cash goes out.
So the official “deficit” looks smaller, even though we’ll have to borrow the full amount soon.

4/ What it means: taxpayers will be paying more interest every year.
Debt charges are already set to rise from $55 billion → $76 billion by 2030 — more than Ottawa spends on health transfers. 😳

5/ When interest costs eat the budget, something gives — either:
✅ higher taxes
✅ fewer public services
✅ or more borrowing (and that means inflation risk later).

6/ The new “capital spending” push sounds visionary — roads, defence, green tech — but it locks in future bills that today’s students and newcomers will pay. 🧾

7/ If you’re planning to study, work or settle in Canada, watch what’s not said:
your taxes, rents, and job prospects all depend on how this quiet $170 billion borrowing gap plays out. 🇨🇦

8/ In short:
The story isn’t the $78 billion deficit.
It’s the $450 billion cash drain hiding behind it.
That’s the number that will shape Canada’s next decade. 📉

@StephenPunwasi @nationalpost @ronmortgageguy @CBCNews

#cdnpoli #Budget2025 #Canada #Economy #Debt

[Millennial Grump @mapleblooded]

They will amend the Canada Pension Plan legislation to allow the government to liquidate the funds in the case of a sovereign debt crisis.

Look around you.

Do you really think Canada has a AAA credit rating without claiming it is an asset?

[Millennial Grump @mapleblooded]

Guys.

They are claiming the Canadian Pension Plan is a government asset and they are using it as a guarantee to secure the money they are borrowing from lendors.

The $600 billion+ in the plan is going to be what they liquidate when they default on the loans.

And Mark Carney with his EU passports will move to Europe.

[Michael @MikesUsername77]

Quebec now cries there is nothing in the budget for them.

NDP cries over all the job cuts.

Greens cry that Canada now embraces China, the world’s largest polluter.

Fuck all of you. We needed a No Confidence vote last year and you all acted retarded. Now we’re fucked.

[Conservative Party @CPC_HQ]

That feeling when you’ve seen this one before...

Sign for an affordable budget and an affordable Canada: https://t.co/V9q0yZz9Lu

[Marc Nixon @MarcNixon24]

🍿🍿🍿🍿🍿this is going to be HUGE

[Ryan Gerritsen🇨🇦🇳🇱 @ryangerritsen]

Let’s sabotage our entire economy over this said no sane Government ever.