Alston

Investor | Options Trader |

"Why not us"

[Alston @Alston_OnLine]

Long $ELF here

[Lin @Speculator_io]

Nvidia literally told where to invest:

IP: $ARM
Fab: $TSM $INTC
Memory: $MU $SNDK $WDC
Packaging: $ASX $AMKR $CAMT
Equipment: $KLAC $LRCX $ASML $KEYS
Networking: $COHR $GLW $FN $LITE $APH
Servers OEMs: $DELL $SMCI $JBL
Power Systems: $FLEX $VRT $ETN
Power Electronics: $STM $ADI $MPWR $NVTS $ON
Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

[xAI @xai]

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → https://t.co/nfDR9S822L

[Alston @Alston_OnLine]

@Remzztrades Record backlog, and AI revenue runway into FY2027. I have high hopes for earnings. Amazing call.

[Alston @Alston_OnLine]

$KEEL play up huge today. Holding closer to earnings.

[Alston @Alston_OnLine]

Long Nuclear, Become Rich

[Alston @Alston_OnLine]

@MMMTwealth This tweet aged very well

[Alston @Alston_OnLine]

Data centers drove 50% of U.S. electricity growth in 2025. By 2028 they could hit 12% of total U.S. power. AI needs 24/7 baseload—solar/wind can’t deliver it.

Meta just locked 6.6 GW of nuclear deals with $VST $OKLO & TerraPower. Microsoft restarting Three Mile Island with $CEG. Amazon backing $XE (X-Energy) for SMRs.
Hyperscalers bypassing the grid for clean, always-on power. The nuclear boom is incoming.

AI’s energy crisis = Nuclear’s golden era. Loading up on the real AI infrastructure plays.

[Based Jessica @RealJessica]

Thank you Germany 🇩🇪and Britain 🇬🇧 for sacrificing your economies to save the planet.

China appreciates you exporting your manufacturing to provide jobs for their citizens.

[Ren @ren_stocks]

To think people are expecting the bubble to pop like it did in the dot com era

Today’s Mag 4 P/E ratios:

$META – 16x
$GOOGL – 17x
$AMZN – 24x
$MSFT – 25x

Dot-com bubble peak P/E ratios:
Microsoft – 73x. Cisco – 200x+. Yahoo – 800x.

The Nasdaq as a whole traded at a P/E of 200 at the peak of the dot-com bubble.

Today’s “bubble” is trading at 16-25x earnings on companies generating hundreds of billions in real free cash flow.

Today we have the most profitable companies on earth,
$MSFT $GOOGL $META $AMZN reported beats on earnings, and you think we are in a bubble.

[Alston @Alston_OnLine]

System is broken

[Alston @Alston_OnLine]

$UUUU great earnings, spring is loaded. Been adding to my overall position on red days.

[Alston @Alston_OnLine]

Long Uranium here $UUUU

[Alston @Alston_OnLine]

The Ichikawa City Zoo would do insane numbers on YouTube if they just did a live stream of Punches exhibit

[Alston @Alston_OnLine]

With the utmost respect if my country pays me 37k for Gold and another country offered me "10's of millions"... I am now Chinese. My family eats first.

[Clay Travis @ClayTravis]

Alysa Liu & Eileen Gu were both offered millions to represent China at the Olympics, even though both were born & raised in America. Liu’s family said no to communist money because they believe in democracy, Gu took the money & repped China. Thanks, Alysa:

[Alston @Alston_OnLine]

Glad I held through the post earnings dip. Insane strength out of $AAPL today given the market conditions

[Alston @Alston_OnLine]

No one talks about how the FOMC feed drops a straight 30-minute lo-fi chill house banger set right before Powell logs on and casually nukes your family's generational wealth like it's just another Wednesday pivot

[mon @moninvestor]

The world is heading into a massive mineral shortage.

By 2035, we're facing critical deficits in the minerals that power everything:

Copper: 33% deficit
Lithium: 38% deficit
Nickel: 19% deficit
Cobalt: 14% deficit

Why this is happening:
- Every electric vehicle needs 6x more minerals than a gas car.

- Every solar panel, wind turbine, and data center requires massive amounts of copper.

It takes an average of 16 years to bring a new mine from discovery to production. To stabilize copper alone, we need the equivalent of three new "tier-one" mines opening every year for the next three decades. For lithium? We need at least 30 new mines by 2030.

We're nowhere close.

The companies that control these minerals are sitting on assets the world desperately needs, and supply simply can’t keep up with demand.

I believe the bull market in critical minerals is only getting started.

I’ll be beginning my research in this sector next month.

[Alston @Alston_OnLine]

NOAA to map >30,000 sq nautical miles off American Samoa for critical mineral deposits (polymetallic nodules) under Trump’s EO 14285.

• $20M FY2025 funding for high-quality maps, images, samples

• Supports domestic supply chains for Mn, Ni, Co, Cu, REEs

• Boosts sustainable deep-sea mining & economic resilience

$TMC leading the charge: filed first consolidated NOAA deep-seabed mining application, modernized permits advancing U.S. firms toward critical minerals recovery.

[Alston @Alston_OnLine]

Nuclear will print millionaires

[Stokdog @stokdog]

Trump

"We are going heavy into nuclear"