🚨 SOMETHING VERY STRANGE IS HAPPENING!
The stock market keeps pushing to new all-time highs.
But nobody is paying attention to what’s actually happening.
S&P 500 short interest just jumped to 3%.
This is the highest level since right before the 2008 crash.
The trap doesn't change:
Make the crowd believe the rally will last forever.
Use maximum FOMO to keep retail buying at the top.
Build massive short positions behind closed doors.
The smart money isn't hedging.
They are preparing for a bloodbath.
When the trap snaps, the crowd will be left holding the bag. Again.
Don’t buy the euphoria.
Watch what they do, not what they say.
For the record, I’ve called every major market turn for the last 10 years, including the $111K BTC top in October.
If you missed those calls, don’t worry. I’ll call the next one too.
Turn on notifications. I’ll track the smart money shorts and call the breaking point here publicly, like I always do.
Nuclear is one of the ONLY sectors in the world right NOW that can 30X your money.
And it's still so EARLY. If you WANT to be rich, buy nuclear every single chance you can get.
Here are the top nuclear stocks to buy this week:
1. NuScale Power $SMR
2. Oklo $OKLO
3. ASP Isotopes $ASPI
4. Terrestrial Energy $IMSR
5. GE Vernova $GEV
6. Vistra Corp. $VST
7. Cameco Corporation $CCJ
8. Nano Nuclear Energy $NNE
9. X-Energy $XE
10. BWX Technologies $BWXT
11. Lightbridge $LTBR
12. Centrus Energy $LEU
ETFs include $NUKZ, $URA, $NLR, and $XLU
All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.
$AAOI is very quickly becoming attractive again here at $12.7B market cap with 2027/2028 set to be huge ramp up years.
-> Mid-2027: $471 per month in revenue.
-> Fair to assume 2028 could be ~$6B (when added in CATV revenue as well).
That means they've gone from $455M in revenue in FY25 -> potentially $6B in FY28... that's a 136% CAGR.
Absurd ramp up in revenue.
I ran a scan of those companies expected to hit more than 120% CAGR for the next 3 years and I think it's probably only these:
$NBIS
$ASTS
$IREN
$AUR
$ONDS
$USAR
$NN
Now $AAOI trades below 10x NTM sales right now.
Guess which of the above trade below 10x sales?
None.
Looks like I don’t have to work anymore.
I’m going to get A LOT hate for this post.
That’s fine.
Let me say something nobody on FinTwit has the courage to say out loud.
A large percentage of the “investors” you’re following on here don’t have the net worth they claim.
I won’t name names. But I’ve done the math on some of these accounts.
The position sizes, the entry points, the claimed returns. The numbers don’t add up.
Let me be clear:
+100% returns are possible. I’ve had them.
But they are NOT normal. They are NOT repeatable every quarter.
And when someone is posting +100%, +200%, +300% consistently with zero drawdowns, zero losses, zero doubt, that’s not investing. That’s a narrative.
Here’s the actual business model most of you are funding:
→ Build hype → grow followers → convert to paid subscribers → invest the subscription revenue → repeat
You are not following a millionaire investor.
You are funding one.
The “gains” are the content.
The portfolio IS the subscriber base.
The lifestyle you’re admiring? You’re paying for it directly.
Real millionaires don’t need X.
They don’t need your $49/month.
They do not care if you follow them or not. I promise you.
What you’re actually looking at in 90% of cases: someone under 26, fluent in AI tools, who figured out that follower growth → subs → income is a more reliable business than actual stock picking.
That’s not an insult. It’s a legitimate model.
But know you know what you’re buying into.
The tell and this is where pattern recognition matters is the psychology.
They don’t need to be right to feel safe.
The ego-driven ones?
Every bad call is “the market’s fault.”
Every criticism is a “hater.”
The position never changes because the position is their identity, not their portfolio.
That FRAGILITY is the signal.
I’m not writing this to tear anyone down.
I’m writing it because some of you are making real financial decisions based on people playing a completely different game.
There are genuinely BRILLIANT people on here.
Follow the ones who show losses as readily as gains. Follow the ones who change their mind when the data changes.
Everyone else look a little closer before you hand over your trust. Or your money.
Stay sharp.
PS. Yes, the picture is fake. I made it. With AI.
Took me 30 seconds. That’s how easy it is.
I’ll be back at work again Monday, for now.
-BP
Leopold Aschenbrenner’s $IREN is up over 8x since he opened at ~$8 last year.
He’s now betting on $SHAZ, $TE, $CORZ, and $RIOT.
We track the smart money so you don’t have to.
Follow us with notifications on so you don’t miss the next one.
$NOW ran 3.57% after hours, moving from $124.37 to $128.83.
How do you think it trades next week? 👀
A) Breaks above $130;
C) Pulls back under $120;
D) Consolidates between $125-$130;
E) Starts the next leg towards $150.
$PLTR
The biggest concern around Palantir over the past 2 years has been its valuation.
That concern should not be that relevant anymore.
If we are looking at other companies in Software, $SNOW and $CRWD are trading at HIGHER multiples on a NTM EV/EBITDA yet they are growing 2x LESS than Palantir and at 2x WORSE margins, as shown in the chart below by Arny.
You want to know what’s even worse?
The TTM GAAP profits for all 3:
Palantir did $2.28B in GAAP net income, actual profit coming down to the bottom line.
Snowflake LOST $1.33B and Crowdstrike LOST $162M!
$SNOW and $CRWD can’t produce a GAAP profit, have significantly worse margins and have significantly less growth but are getting a HIGHER multiple.
This is not to say that Snowflake or Crowdstrike are overvalued or don’t deserve the premium they are getting, but it is to say there is a massive valuation disconnect and anyone screaming that Palantir is expensive cannot make that argument relative to every other company in SaaS.
Better margins, faster growth, profitable…and basically guided to 100% topline growth next year.
This is obvious.
If the market is willing to continue giving these premiums to software companies as the “AI destroying software” narrative goes away, Palantir should continue to gain momentum.
$RDDT This is the easy choice which most people are not going to make today:
> Seven straight quarters of 60%+ revenue growth.
> 91.5% gross margins. Barely any costs to scale.
> 126.8M daily active users and still growing. International up 76% - the US is already monetized.
> ARPU up 44% to $5.23. US users at $9.63. International at a fraction of that - the monetization gap alone is a multi-year growth story.
> $311M free cash flow on $1M in capex
> AI companies are paying Reddit to train their models on human generated content.
> Just authorized a $1B buyback
$CRWV is currently one of Leopold Aschenbrenner's biggest long-positions.
And it has the potential for a massive squeeze over the next months.
This will likely be the best performing Neo-cloud.
Price just recently broke out of a massive falling wedge.
We've got a clean bounce off support after the first pullback.
The next move will bring this up above $210 in no time.
This is my top pick amongst AI-Infratsructure names for the next few months.
Mark my words.
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