Alex @Sydney

Engineer & Global Citizen - Passionate about AI, Human Behaviour, Primary Energy Source.

[HS🇱🇧🫶 🕊🦅 @HSydneyHC]

$DXN #ASX

Yalla howz about .60c 🫡🧿🙌

Congrats to holders & as @FinancialReview published last week🤠

“We think $DXN HAS THE POTENTIAL TO BE A MULTI-BAGGER FROM HERE & is one of the best micro-cap opportunities on the ASX
https://t.co/lobOoJAkiO

PA definitely ain't retail👀

[Guv999 @Guv999]

Excellent news on https://t.co/0GVZpF6Fzv
We are holding 5 years now & up 5X so far. Another 1-2 years, the job will be done , expecting 20X - 50X on original investment , this is not a buy recommendation, all risks are yours. DYOR.
https://t.co/WqJOAoj8tg
😎🤜

[Antonio Linares @alc2022]

biology drives most market returns over the next decade. my bio/acc basket:

$naut reads proteomic source code
$rxrx AI-designs the optimal drug per person
$ibrx is thr machine that fixes your immune system
$inkt makes immunotherapy work on solid tumors

[Alex @Sydney @AlexKarki]

@FriedrichBtc @ZIGFinance Thanks

[Alex @Sydney @AlexKarki]

@ARafayGadit @FriedrichBtc Thanks

[AlΞx Wacy 🌐 @wacy_time1]

$ZEC is just the beginning.

The real opportunity might be much bigger than one coin.

I mapped out 26 top projects across 9 categories with massive potential.

The Privacy Landscape 👇
$XMR - @monero
$ZANO - @zano_project
$FIRO - @firoorg
solana:5u83eeMKS5drqAdchhJQeUpt7x4DNaU7ZBnaMZjUpump - @PirateChain
$PIVX - @_PIVX

Optional Privacy & Payments:
$DASH - @Dashpay
$LTC - @litecoin
decred:native - @decredproject
$XVG - @vergecurrency

Private Stablecoins:
$ZEPH - @zephyr_org

Private DeFi:
$RAIL - @RAILGUN_Project

Privacy Payments & Tools:
solana:BBKPiLM9KjdJW7oQSKt99RVWcZdhF6sEHRKnwqeBGHST - @GhostWareOS

Confidential Blockchains:
oasis-network:native - @OasisProtocol
aleo:native - @AleoHQ
dusk-network:native - @DuskFoundation
midnight-3:native - @MidnightNtwrk
base:0xf43eb8de897fbc7f2502483b2bef7bb9ea179229 - @horizenglobal
$XEL - @xelis_project

Encrypted Computation:
ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 - @zama
$ARX - @Arcium
ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 - @nillion
ethereum:0xddb3422497e61e13543bea06989c0789117555c5 - @COTInetwork

Network Privacy:
$ANYONE - @AnyoneFDN

ZK Infrastructure:
$MINA - @MinaProtocol
base:0x9b5e262cf9bb04869ab40b19af91d2dc85761722 - @nockchain

Bookmark this!
The privacy narrative is worth keeping an eye on.

[Alex @Sydney @AlexKarki]

@Guv999 How about the currency USD Risk, Indian Rupees and Indian Stock market ? thanks for 2035

[Brian Wilkes @BrianGoodner]

Updated Silver miner rankings after I have done more extensive analysis comparing miners. After more research and looking at some more companies I will update with more comments.

Keep in mind, this is based on my risk profile, what kind of upside I want, etc. One could easily say Hecla, Couer, Pan American and First Majestic are the best ones to own (and for me, I own them all, but they have less upside..and less torque when Silver goes up).

Endeavor Silver (huge upside, moderate risk producer)

Aya Gold & Silver (huge upside lower risk producer)

Santacruz Silver (huge upside, moderate risk producer)

Avino Gold & Silver (huge upside, lower risk producer)

Viszla Silver (huge upside, moderately high risk late stage developer - production first half 2027)

- these next 3 are very close depending on what you are looking for

Discovery (considerable upside, huge Silver deposit they are developing and bought a producing Gold mine (Porcupine) from Newmont to help with financial position, moderate risk)

Silvercorp Metals (nice upside, but not as much as above lower risk producer, nice financial position)

America's Gold & Silver (nice upside, though not as much as top 5, moderate risk producer)

Hycroft (enormous upside, but very volatile, very leveraged to Silver price even though they will be more of a Gold producer, 51 year mine life, but still early in development so that presents some risks. If you've owned this stock and watch the price action, it can really move, but it is volatile and has already gone up a lot).. in some ways, even though the project is in Nevada, I feel this is a risky play, and it's not near producing at all. But I wouldn't fault people for putting it anywhere in the rankings.)

Hecla - I used to have First Majestic higher but after my recent updated analysis I have to put this one spot higher. It's just a low risk huge Silver producer. First Majestic is higher risk due to location.

First Majestic - I place this and Hecla higher than Couer and Pan American simply because I am more interested in Silver and those two are primarily Gold mines with about 30% Silver. Hecla and First Majestic are primarily Silver mines

Highlander (This will probably move up above Hecla, First Majestic and possibly Hycroft but I just started looking at it and did my first detailed analysis...but huge deposit, considerable upside, high Silver leverage)

Silverco - (This is a new add, so I may move it around the more I look at it, but I like it. Enormous upside. Restarting Cusi Silver mine in Mexico, starting production, ramping up in 27, relatively low historical AISC (in the mid $20 range. One big plus is it has huge insider backing. 38% by founders and 18% by Eric Sprott, I would normally say it is higher risk, but it's more moderately high given it's a restart and the huge insiders)

Guanajuato is one I think would be firmly in the top 10 if they didn't have their recent high AISC in their results, but at the same time I understand their strategy of using Capex now to become more efficient and bring down the cost later as they incorporate the new mine purchased from Endeavor. Might as well get things running as cost efficient as possible while the Silver price is likely a lot lower than it will be a year from now.

My guess is that within 6 months, this jumps back up into the top 10, probably 7 or 8.

The next two that I would say I like, and much of the reason is because of their stock performance, is New Pacific Metals and Silver Storm. I need to analyze them both a little more closely to decide if they make top 15 for me. Same goes with Silver X and Silver One Resources.

And then I do have pretty good sized positions (for me) in Southern Silver and Honey Badger but Honey Badger is very high risk (though it does have backing by Eric Sprott and Rick Rule)..it's a small market cap though so it can get kicked around in price. Southern Silver I had to buy because I think TheApeofGoldStreet knows his stuff, but I don't personally have as high as conviction. I will say the price seems to move. But it's an early developer and it does have decent upside, but at the same time they are looking for a JV deal, or possibly will get bought out, so that cools off the excitement a bit on that one.

My other holdings, in order of size are Blackrock, Silver Tiger, Silver Mountain, GoGold, Andean Silver, Kuya, Impact, Excellon.

I will likely pick back up GR Silver next, and then Apollo and Outcrop. I do also like Chesapeake and Skeena but they are only about 30% Silver, Chesapeake is years from production, but they do have enormous upside. Skeena is a little different. They are a junior near term producers which I like but they also don't have near the upside of most all in my list except for Hecla and First Majestic. Their upside is not at the multiples I am looking for. And their stock price is near it's high I believe. This obviously means it's a strong company and probably a good core holding especially if you like Gold, given it's 70% Gold.

I had dropped all those because I needed to rotate some funds, being fully allocated, and GR, Apollo, Outcrop, Aftermath and Chesapeake will not be in production until the 2030s (GR maybe more like 2029).

Well I think that's all my miner analysis and work for the week. Feels like it was a lot. Have a great weekend everyone and after Labor Day volume should pick up on the markets which should help the Comex especially where Silver trading is thin, giving the banksters an easier time with manipulating it. Hopefully Silver and Gold start moving this month. I think it's going to happen. Those call options from big money for Silver in October and Gold in December I think may be hinting at something....that someone in the know is positioning early.

[Elon Musk @elonmusk]

@chamath @Rothmus ❤️

[Chamath Palihapitiya @chamath]

I turn 50 today. This is a message to my kids but I offer it to you in case any of it rings useful.

I was born in Sri Lanka in 1976 in a country that, at the time, was about to enter a decades long civil war. My father was able to get stationed at the Sri Lankan High Commission in Canada for four years in the early 80s - when some of the fighting was most severe - and which from our vantage point in Canada gave us some respite from an otherwise omnipresent conflict.

He came as a diplomat but then my father filed for refugee status after four years when his life was threatened by militants. We stayed in Canada as refugees. My dad never really landed on his feet and we grew up on welfare.

My mom stepped up. She did an incredible thing and put our family on her back and kept marching forward. Sometimes the steps were very small but she always tried to keep moving forward.

I worked at Burger King starting at 14, giving my paycheck to my mom and dad to support our family in the role that I was assigned - earn enough to pay for our bus passes because we couldn’t afford a car.

I was a loser growing up. Some friends, some good memories but mostly forgettable and lonely. I wasn’t very studious but did get my act together in my final year and got into a great university.

I immigrated to the US soon after graduating and found an opportunity. Things clicked and I have been traveling a path to find myself ever since. Only in America is this possible…

I worked hard, followed the rules, paid my taxes and stayed in California out of loyalty for the opportunities it has given me despite its dysfunction.

I found my wife here. Had my kids here. Found my tribe here.

There have been some very hard times as well - deaths, divorce, financial pain, mistakes of omission and mistakes of commission. You can’t dwell on these things - they are weights that will pull you down if you’re not careful. Learn from them. Respect them. BUT MOVE ON.

To think 50 years ago I could have ever gotten a chance to meet the people I’ve met and have had the experiences I’ve had would have been mind boggling to my parents. It’s mind boggling to me now.

We forget often and try to convince others it’s not true but America truly is the best country in the world. Everything and anything is possible here. I can testify. Be grateful to be here.

This is the only place that gives EVERYONE a chance to live a great adventure. The first 50 years have been that for me - an incredible adventure.

Notice there is nothing here about accomplishments or money. Because it doesn’t matter and it won’t matter.

You will be dust in less than 100 years from now and the decision to be remembered won’t be yours so stop sweating it. It’s not in your control.

So what is in your control?

Be kind. Have fun. Work on something meaningful to you. Find your tribe. Try to find perspective. Find an incredible partner. Have a bunch of kids. Live an adventure. Forgive your parents - they were doing the best they could even if that wasn’t what you deserved.

I will do what I can to make my next 50 years a wild ride.

You should too.

I love you and thank you. ❤️

🙏🏽🙏🏽

[Dan @KettlebellDan]

crazy to think that without 3D games we wouldn’t have AI

so if we extend consciousness to the stars DOOM will have been in a way the precursor technology

[Elon Musk @elonmusk]

Don’t pass on generational trauma

[Elon Musk @elonmusk]

As foretold in the prophecy

[X Freeze @XFreeze]

Reminder: Grok Build has xhigh effort, and it’s insanely powerful

If you want to brute-force your way through a difficult project, just type:

/effort

Then switch to Extra High Effort

It gives Grok 4.6 its highest reasoning and implementation effort for the really hard stuff

[Raoul Pal @RaoulGMI]

Everything in the economy runs on the same input. Compute, AI, robotics, manufacturing, transport... it's all energy underneath.

That matters now because of demographics. Fewer workers every year means the economy only grows if output per head grows fast, and the engine for that is the Exponential Age... AI and robotics doing the work people used to.

But all of that runs on energy. So the cost of energy is the ceiling on the whole thing.

That's why the EU, Japan, China, the US and the UK are all moving at the same time.

If we can take the cost of energy to near zero, GDP per capita stops being hostage to the price of a barrel of oil.

That's the way out of this mess.

[Alex @Sydney @AlexKarki]

@itsmichaelluu Nice handwriting, is that real or AI Generated ? good notes

[Michael | Hypermarkets @itsmichaelluu]

Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.

Here's 12 stocks under $20 that can easily 10x-20x:

1. $TE — T1 Energy
Aschenbrenner's AI infrastructure bet. Revenue beat by 61%.

2. $POET — POET Technologies
AI photonics optical interposer. Next-gen data center chip architecture.

3. $KEEL — Keel Infrastructure
Ex-Bitcoin miners pivoting hard to AI compute demand.

4. $CLSK — CleanSpark
Verified Aschenbrenner long. Bitcoin miner scaling into AI HPC.

5. $ONDS — Ondas Holdings
Building wireless connectivity for autonomous defense drones. (Trump call)

6. $CIFR — Cipher Mining
Power + data center assets perfectly positioned for AI workloads.

7. $WULF — TeraWulf
Nuclear-powered data centers. Cleanest energy costs in AI compute.

8. $HIVE — HIVE Digital
Revenue up 219% YoY. Pivoting from crypto mining to AI HPC.

9. $SATL — Satellogic
Sub-$10 satellite imaging play. Defense + geospatial AI data boom.

10. $NOK — Nokia
Nvidia invested $1B. AI-RAN + T-Mobile deal. Up 140% YTD still cheap.

11. $BTDR — Bitdeer
Self-mining + AI cloud. Building proprietary ASIC chips in-house.

12. $LAES — SEALSQ
Post-quantum cryptography chips. Every connected device needs this.

Remember, you're getting 1 more chance to add dips again to hold. HOLDING is the best way to make money in this market not scalping.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite stock to buy under $10 (and its strong too)

[Atlas @crptAtlas]

I can't believe this 1-hour talk is free

Ray Dalio, Jamie Dimon, and Larry Fink on one stage

Between them - more capital under management than most countries have GDP

They laid out exactly where the money is going for the next decade

Watch it

Then read the article on how quant funds use AI

[Leopold Stock Tracker @LeopoldATracker]

$100/share is the target point 🎯