Chase Wilder

Has been engaged in stock trading since 2015 | Daily join over 50,000 learning groups, send me a private message and get the latest investment advice for free

[Chase Wilder @CallMeShy_]

1000 shares sold.
Not luck. Not gambling.
Just strategy, discipline, and execution. 📈

[Chase Wilder @CallMeShy_]

$MSFT is rising after Microsoft unveiled new AI-focused Surface devices, but the real story isn’t hardware sales.

The market is pricing Microsoft as the “AI operating system” for enterprise tech.

Every new Surface + Copilot launch strengthens:
• AI ecosystem lock-in
• enterprise AI adoption
• Windows + Azure integration
• long-term Copilot monetization
Surface revenue alone won’t move a $3T company dramatically.
But these launches reinforce investor confidence that Microsoft can dominate the next decade of AI-powered productivity.
That’s why even small product events can support higher valuation multiples and continued stock price appreciation.
$MSFT remains one of the market’s safest large-cap AI compounders.

[Chase Wilder @CallMeShy_]

$IREN just closed a massive $3.0B convertible senior notes offering due 2033.

Key terms:
• ~$2.96B net proceeds
• 1.00% coupon
• 32.5% conversion premium
• capped call hedge with $110.30 cap price
The market initially sold the financing news on dilution fears, but sentiment is stabilizing as investors focus on what this capital enables:
massive AI infrastructure expansion. (Quiver Quantitative)
This comes right after:
• IREN’s multi-year NVIDIA AI cloud partnership
• a reported $3.4B AI infrastructure contract
• continued hyperscaler-style buildout ambitions across AI/HPC infrastructure. (Stock Titan)
The important part:
IREN just secured long-duration growth capital at an extremely low cost of capital while using capped calls to reduce dilution risk.
The market is increasingly rewarding companies that control:

power
GPU infrastructure

AI compute capacity
financing access
IREN is positioning itself as far more than a Bitcoin miner.
It’s trying to become an AI infrastructure platform.

[Chase Wilder @CallMeShy_]

$EOSE is starting to trade less like a speculative battery company and more like a strategic AI infrastructure play.

AI data centers, electrification & industrial reshoring are driving a massive power demand cycle — and the grid needs long-duration storage to keep up.

Q1 helped rebuild credibility:
• Revenue +445% YoY
• Backlog: $644.6M
• Pipeline: $24.3B
The key shift:
If Frontier Power USA succeeds, Eos could evolve from a battery manufacturer into a vertically integrated long-duration energy storage platform.
The AI trade is expanding beyond chips.
Power generation, transmission & grid-scale storage are increasingly becoming part of the same secular investment theme.

[Chase Wilder @CallMeShy_]

@n0wiee Yes, feel free to message me privately to discuss any future changes.

[Chase Wilder @CallMeShy_]

Nvidia ( $NVDA) stock notched its third record close of the year on May 11 as investor enthusiasm over artificial intelligence (AI) and the microchip sector propelled its share price to…
Near term:
• Bull case → continued melt-up toward new highs if AI capex stays aggressive
• Base case → consolidation after this parabolic run
• Main risk → expectations getting too far ahead of execution
But as long as AI spending remains priority #1 for Big Tech, dips in NVDA will likely continue getting bought aggressively.

[Chase Wilder @CallMeShy_]

$NVDA no longer trades like a chip stock.
It trades like the core infrastructure layer of the AI economy.
My base case over the next 3–6 months: +10–20%.
Bull case if Blackwell demand explodes again: +40%.

Risk isn’t demand collapse.
Risk is expectations getting too far ahead of execution.

[Chase Wilder @CallMeShy_]

@aleabitoreddit momentum pushes toward $130–140 if AI/defense/speculative growth stays strong. https://t.co/kDTykE2Xbn

[Chase Wilder @CallMeShy_]

Nvidia ( $NVDA) stock notched its third record close of the year on May 11 as investor enthusiasm over artificial intelligence (AI) and the microchip sector propelled its share price to…
Near term:
• Bull case → continued melt-up toward new highs if AI capex stays aggressive
• Base case → consolidation after this parabolic run
• Main risk → expectations getting too far ahead of execution
But as long as AI spending remains priority #1 for Big Tech, dips in NVDA will likely continue getting bought aggressively.

[Chase Wilder @CallMeShy_]

@MikeLongTerm As long as AI infrastructure spending keeps accelerating, Nvidia’s long-term trend likely remains intact. https://t.co/DxlugEyjuv

[Chase Wilder @CallMeShy_]

$NVDA no longer trades like a chip stock.
It trades like the core infrastructure layer of the AI economy.
My base case over the next 3–6 months: +10–20%.
Bull case if Blackwell demand explodes again: +40%.

Risk isn’t demand collapse.
Risk is expectations getting too far ahead of execution.

[Chase Wilder @CallMeShy_]

As long as AI infrastructure spending keeps accelerating, Nvidia’s long-term trend likely remains intact.

[Chase Wilder @CallMeShy_]

$NVDA no longer trades like a chip stock.
It trades like the core infrastructure layer of the AI economy.
My base case over the next 3–6 months: +10–20%.
Bull case if Blackwell demand explodes again: +40%.

Risk isn’t demand collapse.
Risk is expectations getting too far ahead of execution.

[Chase Wilder @CallMeShy_]

@DeepValueBagger @StockSavvyShay @fiscal_ai $RKLB is a case study in asymmetric investing. https://t.co/xqpTNS6Qbe

[Chase Wilder @CallMeShy_]

If you invested $10K in $RKLB three years ago, it’d be worth over $275K today. 🤯

The biggest winners in the market rarely look “safe” early on.

They usually share the same traits:
• massive TAM
• founder-led vision
• years of skepticism
• brutal volatility
• then exponential execution
The market is increasingly rewarding long-duration themes:
AI infrastructure, defense tech, robotics, energy, and space.
$RKLB wasn’t just a stock move — it was a reminder that asymmetric returns come from identifying paradigm shifts before Wall Street fully prices them in.
The hardest part isn’t buying early.
It’s holding through the chaos.

[Chase Wilder @CallMeShy_]

@StockSavvyShay @fiscal_ai A 2,650%+ move in 3 years means a $10K investment in RKLB would indeed be worth roughly $275K+ today depending on entry/exit timing. Recent performance trackers show RKLB’s 3-year return exceeded 2,000% during parts of 2026 https://t.co/xqpTNS6Qbe

[Chase Wilder @CallMeShy_]

If you invested $10K in $RKLB three years ago, it’d be worth over $275K today. 🤯

The biggest winners in the market rarely look “safe” early on.

They usually share the same traits:
• massive TAM
• founder-led vision
• years of skepticism
• brutal volatility
• then exponential execution
The market is increasingly rewarding long-duration themes:
AI infrastructure, defense tech, robotics, energy, and space.
$RKLB wasn’t just a stock move — it was a reminder that asymmetric returns come from identifying paradigm shifts before Wall Street fully prices them in.
The hardest part isn’t buying early.
It’s holding through the chaos.

[Chase Wilder @CallMeShy_]

If you invested $10K in $RKLB three years ago, it’d be worth over $275K today. 🤯

The biggest winners in the market rarely look “safe” early on.

They usually share the same traits:
• massive TAM
• founder-led vision
• years of skepticism
• brutal volatility
• then exponential execution
The market is increasingly rewarding long-duration themes:
AI infrastructure, defense tech, robotics, energy, and space.
$RKLB wasn’t just a stock move — it was a reminder that asymmetric returns come from identifying paradigm shifts before Wall Street fully prices them in.
The hardest part isn’t buying early.
It’s holding through the chaos.

[Chase Wilder @CallMeShy_]

$RKLB just signed the largest launch contract in company history with a confidential customer.

The agreement includes:
• 5 Neutron launches
• 3 Electron launches
• Missions scheduled through 2029 across LC-1 and LC-3
This is a major signal for Rocket Lab’s long-term positioning.
Why it matters:
🚀 Neutron demand is becoming real before full operational scale.
📦 Multi-launch agreements create revenue visibility and strengthen backlog quality.
🛰️ Customers are increasingly looking for alternatives to SpaceX for dedicated launch capacity.

The market is starting to realize:
$RKLB is evolving from a small launch company into a vertically integrated space infrastructure platform.

Still early.
But this is exactly the type of contract that helps re-rate the long-term thesis.

[Chase Wilder @CallMeShy_]

If you'd like, I can share my live trading plan with you for free. 👍I believe this will be helpful. Let me know in the comments below or via private message.

[Chase Wilder @CallMeShy_]

Palantir isn’t just growing — it’s accelerating.

+133% commercial
+84% government
Guidance raised
Most people are still underestimating this story.
Explained why on Fox Business Network — $PLTR remains one of my highest-conviction bets.

[Chase Wilder @CallMeShy_]

@PolymarketMoney The “largest commercial phased arrays ever deployed in low Earth orbit” matters because AST’s entire thesis depends on direct-to-device connectivity from space. https://t.co/jxmWcgFAl2

[Chase Wilder @CallMeShy_]

$ASTS is moving from “prototype mode” to industrial-scale execution.

The company is expanding Texas manufacturing capacity to mass-produce next-gen Micron satellites featuring the largest commercial phased arrays ever deployed in LEO.

Why this matters:
• Faster constellation deployment
• Lower long-term production costs
• Better direct-to-phone connectivity
• Stronger competitive moat in space-based cellular

This is no longer just a speculative space story — it’s becoming a real infrastructure buildout.

Bull case: if ASTS successfully scales direct-to-device satellite broadband, the upside could be enormous.

Bear case: execution risk, cash burn, and manufacturing complexity remain very high.

High risk. High reward. Pure asymmetric bet.

[Chase Wilder @CallMeShy_]

@RealNickMugalli The stock likely stays extremely volatile until constellation deployment materially ramps. https://t.co/jxmWcgFAl2

[Chase Wilder @CallMeShy_]

$ASTS is moving from “prototype mode” to industrial-scale execution.

The company is expanding Texas manufacturing capacity to mass-produce next-gen Micron satellites featuring the largest commercial phased arrays ever deployed in LEO.

Why this matters:
• Faster constellation deployment
• Lower long-term production costs
• Better direct-to-phone connectivity
• Stronger competitive moat in space-based cellular

This is no longer just a speculative space story — it’s becoming a real infrastructure buildout.

Bull case: if ASTS successfully scales direct-to-device satellite broadband, the upside could be enormous.

Bear case: execution risk, cash burn, and manufacturing complexity remain very high.

High risk. High reward. Pure asymmetric bet.

[Chase Wilder @CallMeShy_]

@spacanpanman Space-based cellular is still early enough that category winners could compound for years. https://t.co/jxmWcgFAl2

[Chase Wilder @CallMeShy_]

$ASTS is moving from “prototype mode” to industrial-scale execution.

The company is expanding Texas manufacturing capacity to mass-produce next-gen Micron satellites featuring the largest commercial phased arrays ever deployed in LEO.

Why this matters:
• Faster constellation deployment
• Lower long-term production costs
• Better direct-to-phone connectivity
• Stronger competitive moat in space-based cellular

This is no longer just a speculative space story — it’s becoming a real infrastructure buildout.

Bull case: if ASTS successfully scales direct-to-device satellite broadband, the upside could be enormous.

Bear case: execution risk, cash burn, and manufacturing complexity remain very high.

High risk. High reward. Pure asymmetric bet.

[Chase Wilder @CallMeShy_]

@StockSavvyShay If AST proves reliable broadband-to-phone at scale, this becomes a potentially massive global telecom infrastructure layer. https://t.co/jxmWcgFAl2

[Chase Wilder @CallMeShy_]

$ASTS is moving from “prototype mode” to industrial-scale execution.

The company is expanding Texas manufacturing capacity to mass-produce next-gen Micron satellites featuring the largest commercial phased arrays ever deployed in LEO.

Why this matters:
• Faster constellation deployment
• Lower long-term production costs
• Better direct-to-phone connectivity
• Stronger competitive moat in space-based cellular

This is no longer just a speculative space story — it’s becoming a real infrastructure buildout.

Bull case: if ASTS successfully scales direct-to-device satellite broadband, the upside could be enormous.

Bear case: execution risk, cash burn, and manufacturing complexity remain very high.

High risk. High reward. Pure asymmetric bet.

[Chase Wilder @CallMeShy_]

$ASTS is moving from “prototype mode” to industrial-scale execution.

The company is expanding Texas manufacturing capacity to mass-produce next-gen Micron satellites featuring the largest commercial phased arrays ever deployed in LEO.

Why this matters:
• Faster constellation deployment
• Lower long-term production costs
• Better direct-to-phone connectivity
• Stronger competitive moat in space-based cellular

This is no longer just a speculative space story — it’s becoming a real infrastructure buildout.

Bull case: if ASTS successfully scales direct-to-device satellite broadband, the upside could be enormous.

Bear case: execution risk, cash burn, and manufacturing complexity remain very high.

High risk. High reward. Pure asymmetric bet.