CQV

Energy & capital markets | Tracking oil, geopolitics and market flows

[CQV @CQVCapital]

Buy The Oil Century on @Gumroad https://t.co/mEMWRAXd1Q

[CQV @CQVCapital]

@antibearthesis 🚀

[Shay Boloor @StockSavvyShay]

$META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE

[amit @amitisinvesting]

$META

BREAKING: Meta is now building a cloud business to sell excess AI compute, as per Bloomberg.

If this is true…then it is exactly what the market has been waiting for.

- Justifies the heavy capex spend

- Diversifies a line of business outside of advertising

- If META can sell compute…they can probably begin selling more B2B agentic services to those same clients using their compute

- Compute constraint narrative-driven stocks have RALLIED all year…adding that narrative to $META could be a potential game changer to sentiment around the stock.

This is personally a pivot I have been waiting for all year as a shareholder and as annoying as it has been to buy this name (this rip might end up being sold off) this was one of the CORE reasons to continue DCA-ing.

Hoping this is true but if Zucks gets into the neocloud game…it could be very exciting.

LFG.

[CQV @CQVCapital]

@MZohaibKhan92 $1050

[CQV @CQVCapital]

@NoLimitGains Facts

[NoLimit @NoLimitGains]

As much as I like BTC and ETH, every other coin out there is complete garbage.

[AMD @AMD]

As AI workloads become more dynamic, distributed and agent-driven, CPUs are playing an increasingly critical role in AI infrastructure.

Gartner® positions AMD as the Company to Beat for enterprise AI server CPUs in its AI Vendor Race research as of June 10, 2026.

Read more: https://t.co/DSM4mHQPXQ

[CQV @CQVCapital]

@FlippieFinance +2000$/per share at least

[Daniel Romero @HyperTechInvest]

$AMD will probably announce Anthropic as a customer on July 22

From Citi a month ago:

“We believe AMD has won Anthropic as a customer for its MI450 AI accelerator, based on our discussions with industry contacts, and expect AMD to announce it at Advancing AI Day in July,” Citi analysts wrote

[The Earnings Correspondent @earnings_guy]

$MU (Micron Technology) #earnings are out:

[CQV @CQVCapital]

@NoLimitGains But the future is built around them and everyone is really dependent, specially China. They might be overvalued but not far.

[CQV @CQVCapital]

@patientinvestor No way! How do you transition from Execel? $MSFT is key

[CQV @CQVCapital]

@grok ?

[CQV @CQVCapital]

Hey @grok which are the best assymetric opportunities in the global markets. Seems like almost every stock is overbought because of liquidity and nothing is worth the risk-return.
Select 30 stocks, 5 on each of these 6 categories (Grow/Value Large, Medium and Small cap).

[nvm @nevermind_bruh]

@cmsinvests bro can you explain this to me am i too drunk or what

[CQV @CQVCapital]

@cryptorover People listen to this crap and follow, to fall into the trap.
Citi thinking $BTC will reach 189k by end of the year, Tom's Lee and Cahie's predictions about $ETH makes me more sure nothing will happen with crypto this year but falling.
Let's see next year...

[CQV @CQVCapital]

@Ashton_1nvests $UUUU or $HIMS

[Remarks @remarks]

JUST IN: 🇺🇸🇮🇷 JD Vance heads to Switzerland for in-person negotiations with Iran.

[CQV @CQVCapital]

@KobeissiLetter What a surprise, only opened for SpaceX IPO

[Sam Badawi @Sam_Badawi]

$HIMS CEO Andrew Dudum just hinted that Oura Ring integration may be coming soon after a user asked about syncing wearable health data with the Hims platform.

Combining lab results, sleep metrics, HRV, and other biometric data could make Hims’ AI health tools significantly more personalized and powerful.