Star

[Basil the Great @BasilTheGreat]

The Irish are rising up🔥

https://t.co/Jl3guQBhgU

[Basil the Great @BasilTheGreat]

This is absolutely heartbreaking to listen to.

A local woman tells more about the migrant attack in Belfast

The victim is SPECIAL NEEDS, he struggles as it is

He was jumped by TWO MIGRANTS, not one.

THERE'S ANOTHER SUDANESE MAN INVOLVED RUNNING FREE- HE MUST BE ARRESTED IMMEDIATELY

The man who was attacked was HELPING the migrant attackers move in to their accommodation

HE WAS BEING KIND TO THEM AND THEY REPAID THAT WITH VIOLENCE

He is believed to be blind in one eye and has completely lost the other, he was already hard of hearing

"WHAT KIND OF LIFE IS HE GOING TO HAVE WHEN HE COMES OUT OF INTENSIVE CARE?"

[Interesting things @awkwardgoogle]

Learn geography terms visually

[James Melville 🚜 @JamesMelville]

The UK now hosts more than 500 active data centres (the third largest in the world). They have been rammed through despite huge local community concerns about the impact on their local landscapes and energy and water consumption.

These enormous data centres are giant industrial facilities consuming vast quantities of electricity, water and land while placing increasing pressure on the UK’s energy infrastructure.

▪️Water consumption by data centres is expected to reach 9.3 trillion litres, while CO2 emissions will rise to 399 million tons.

▪️Annual power consumption from data centres is projected to double to 945 TWh by 2030, around ‌the ⁠same as the whole of Japan’s energy consumption, with AI accounting for 40% of the total.

▪️The rise of AI is accelerating this trend. The UK Government's Compute Roadmap notes that AI data centres can devote up to 40% of their energy consumption to cooling systems.

▪️It is estimated that data-centre power and water consumption could double by 2030 due to AI growth.

▪️Emerging research suggests large AI facilities can create localised warming effects around their sites, sometimes described as a “data heat island” effect.

Numerous campaigns against these data centres are being organised by local communities. No one voted for this. If you are involved in any of these local campaigns, please DM me and I’ll try and help you amplify your campaigns.

[Justin Banks @RealJGBanks]

Those who follow me will be able to RETIRE in the next 5 years.

You must know how the AI cycle will be built out and positioned early.

This is how the next decade builds out:

2026–2027:
AI demand accelerates.

Capital floods into:
AI chips, memory, infrastructure, power, and data capacity.

AI: $NVDA $AMD $AVGO $MRVL
Memory: $MU $SNDK $WDC
AI Infrastructure: $VRT $SMCI $NBIS $IREN

2028–2030:
Power demand becomes the biggest story in the market.

The world races to upgrade grids, secure materials, and build domestic supply chains.

Energy Grids: $VRT $ETN $PWR $HUBB
Electrification: $ALB $SQM $TE $GEV
Copper/Grid: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Uranium/Nuclear: $UUUU $SMR $OKLO

2030+:
The applications layer scales globally.

Robotics, autonomous systems, defense tech, and the Space Economy become critical infrastructure.

Robotics: $TSLA $SYM $PATH
Autonomous Mobility: $ACHR $JOBY
Defense: $LMT $NOC $KTOS $AVAV
Space Economy: $RKLB $ASTS $LUNR $PL $BKSY

Most people will be lost.

I will help you position for an entire economic future.

[Anuj @anujcodes_21]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Coin Bureau @coinbureau]

One of the most important videos you can watch in 2026.

A 24-minute masterclass on using Claude.

Upgrade your knowledge by watching.

Save & share this now.

You're welcome.

[Lin @Speculator_io]

SpaceX $SPCX is planning to go public on June 12.

It's the biggest IPO in history and will instantly reprice the entire space sector.

These are the key space sectors to watch:

Launch Service Providers
$RKLB Rocket Lab
$FLY Firefly Aerospace

Space Imaging
$PL Planet Labs
$SATL Satellogic
$GSAT Globalstar
$BKSY BlackSky Technology
$SPIR Spire Global
$HAWK HawkEye 360

Satellite Communications
$ASTS AST SpaceMobile
$GSAT Globalstar
$SIDU Sidus Space
$SATS EchoStar
$IRDM Iridium Communications
$ETL Eutelsat
$TSAT Telesat
$GILT Gilat Satellite Networks
$VSAT Viasat

Space Infrastructure
$RDW Redwire Space
$LUNR Intuitive Machines
$MDA MDA Space
$VOYG Voyager Space
$YSS York Space Systems

Speciality Materials
$CRS Carpenter Technology
$MTRN Materion
$HXL Hexcel
$ATI ATI
$GLW Corning
$PKE Park Aerospace

Aerospace & Defense
$RTX RTX Corporation
$LMT Lockheed Martin
$KTOS Kratos Defense & Security
$VOYG Voyager Space
$LHX L3Harris Technologies
$NOC Northrop Grumman
$BA Boeing
$AIR Airbus
$HO Thales

Space Components
$TDY Teledyne Technologies
$APH Amphenol
$KRMN Karman Space
$RBC RBC Bearings
$PH Parker Hannifin
$AME AMETEK
$VELO Velo3D
$GHM Graham
$HEI Heico
$DCO Ducommun
$ATRO Astronics

[Lin @Speculator_io]

The trillion-dollar space race is taking off today:

$RKLB Rocket Lab +25.57%
$FLY Firefly Aerospace +21.08%
$BKSY BlackSky Technology +18.36%
$RDW Redwire Space +16.47%
$LUNR Intuitive Machines +15.97%
$SATL Satellogic +11.18%
$SIDU Sidus Space +11.19%
$VOYG Voyager Space +9.33%
$SPIR Spire Global +9.70%
$PL Planet Labs +8.43%
$FJET Starfighter Space +7.52%
$YSS York Space Systems +7.34%
$SPCE Virgin Galactic +6.59%
$ASTS AST SpaceMobile +6.28%

[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

[The Claude Portfolio @theaiportfolios]

Breaking: Claude just bought two new stocks bc of the March CPI print

Last week we gave Claude agents $50,000 to see how well they do at picking in stocks

So far, they've already outperformed the SPY

Today, they just bought two new stocks:

🟢 1. "BUY $NOW ServiceNow — New Position at 8%

ServiceNow is the portfolio's first direct entry into enterprise workflow SaaS, and we're initiating because the market just handed us a gift wrapped in a category error.

On April 8, Anthropic launched Claude Managed Agents, a cloud-hosted AI agent platform for enterprise. The market read this as "AI will replace SaaS" and sold NOW down 7.56% to $89.53, a 52-week low. Down 58% from its high of $211.

What the selloff missed: ServiceNow is an Anthropic design partner. Claude is the default model powering the ServiceNow Build Agent platform. This company is not a victim of the AI agent buildout. It is infrastructure for it.

The valuation: 24x forward P/E against a 5-year average of 50 to 55x. That's a 50%+ discount to its own history. Still guiding roughly 20% subscription growth, 32% operating margins, 36% FCF margins. This is a strong business at an irrationally cheap multiple.

Street consensus PT: $185, which is +107% from our entry.

The risk that matters: Q1 guide cut to below 19% subscription growth would break the thesis and push the stock to $75-80. At 8% weight, that full bear outcome costs roughly 1.6% of portfolio. The base case delivers +2.4%.

Today's CPI makes this entry even better. Core came in cool at +0.2% MoM and +2.6% YoY, below consensus. That's a direct tailwind for long-duration SaaS multiples. Rate cut odds improve on this core read."

🟢 "2. BUY $ICE Intercontinental Exchange — New Position at 7%

ICE is the NYSE parent, the largest energy futures exchange, plus mortgage tech and fixed income data. About 55% of revenue is recurring subscriptions.

March 2026 set the all-time monthly volume record: 428.9M contracts, +88% average daily volume. Oil futures up 85%. Rates futures up 140%. The Iran/Hormuz crisis is printing money for ICE's transaction business.

Here's what makes ICE special in this portfolio: it wins in BOTH macro scenarios. Hormuz stays impaired? Energy vol stays elevated, transaction fees keep printing. Hormuz reopens cleanly? Fed gets room to cut, rate futures volume surges, mortgage tech recovers on the refi wave. There is no macro scenario where ICE loses.

Valuation: 22.98x forward vs peer CME Group at 25.41x. Similar business, more diversification (mortgage tech, data), yet trades at a discount. UBS raised their Q1 EPS estimate to $2.26 versus street consensus of $2.00. That's a 13% beat baked into one analyst's model. Apr 30 Q1 earnings is the catalyst.

The risk: $20.3B debt from the Black Knight acquisition. If rates stay higher for longer, the interest burden bites. And a clean Hormuz reopen would normalize energy volumes back to baseline. The record March was crisis-driven, not structural.

Today's CPI is perfect for ICE. Gasoline +21.2% MoM (largest since 1967) plus a split headline/core narrative = maximum confusion in the rates market = maximum trading volume. ICE gets paid on the vol, not the direction."

🔴 "3. SELL $APO Apollo Global — Full Exit

Apollo entered the portfolio as a high-quality alternative asset manager at a reasonable valuation. The thesis broke when a securities class action arrived and escalated fast.

The case is Feldman v. Apollo, filed in SDNY. CEO Marc Rowan is directly named in Epstein discovery documents. This is categorically different from the 2020 Leon Black matter, which Apollo survived by installing new leadership. Here, Rowan IS the leadership.

May 1 is the lead plaintiff deadline, and the recruitment phase is peaking. As of yesterday, 10+ law firms are actively soliciting plaintiffs. Goldman cut PT $169 to $134 on Apr 7. Piper Sandler cut $165 to $146. Barclays cut $131 to $125. Three bulge bracket cuts in 48 hours.

Stanford/Cornerstone settlement math: 3-8% of the $12B February decline = $360M to $960M settlement range. Claude deep research estimates roughly 55% probability this tail is real and currently unpriced in consensus EPS.

Three-week expected value runs negative 4% to negative 15%, skewed to the downside."

🔴 "4. SELL $GD General Dynamics — Full Exit

General Dynamics was a defense prime with a $118B backlog, Columbia-class submarines, and the G800 ramp. The thesis was defense spending supercycle plus best-in-class execution.

Three broker downgrades in one week. Deutsche Bank cut to Hold on Apr 7. Jefferies cut to Hold at $380 the same week. Citi had already cut to Neutral at $380 on Apr 2. All three cite the identical thesis: Q1 consensus revenue growth of +4% is roughly 300 basis points too high.

Then the insiders. CEO Novakovic plus two EVPs sold $18.1M of stock on March 11, six weeks before the Apr 22 earnings print. When three analysts say the quarter will miss and the C-suite is dumping shares, you listen.

BNP Paribas raised their PT to $430 on the same day Deutsche downgraded. The bull case exists. But it requires a fifth consecutive earnings beat that three of the most active defense desks now explicitly model as a miss.

Expected 12M return: +4.3% probability-weighted. Below our portfolio hurdle. Firm score 82, the weakest tier among our holdings.

The structural defense story (NATO 5% GDP, Columbia subs, Gulf stream backlog) is not dead. It's just 2-3 quarters away from showing in the numbers. We can re-enter at a better price after the Apr 22 print if the thesis repairs."

New updated portfolio:

$VST | 10.3%
$TMO | 8.9%
$LLY | 8.1%
$NOW | 7.6%
$AVGO | 7.3%
$CI | 7.1%
$GLD | 7.1%
$ICE | 6.8%
$HALO | 6.2%
$BAH | 6.0%
$OKTA | 5.7%
$DVN | 5.6%
$MA | 4.9%
$AU | 4.4%
$MSFT | 4.1%

Performance since inception:
Claude: +2.68%
SPY: -0.25%

As a reminder, this is a public long term project to see how well Claude does

We have 0 idea nor 0 expectation on how this will do, but we'll be sharing all updates here publicly and consistently no matter how good or bad Claude does

See following tweet for information on how to invest alongside

[Brian Roemmele @BrianRoemmele]

Philip K. Dick wrote 44 novels, 121 short stories, and 14 short story collections.

This is one of his last speeches given in Metz, France, 1977.

It is fascinating.

[Elon Musk @elonmusk]

Horrifying

[Crypto Tony @CryptoTony__]

Forget the $100,000 investing courses.

In 1998, Warren Buffett quietly explained how to never lose money in just one hour. Almost nobody paid attention. The company built on those principles is now worth nearly $1 trillion. This is the closest thing to a cheat code you’ll ever see. Bookmark and save this before it vanishes from your feed forever.

[JaguarAnalytics @JaguarAnalytics]

Warsh: “I recommend smaller balance sheet”

There is a school of thought that valuations don’t matter anymore. Only flows and sentiment matter. If you believe in this theory, then why are you so surprised to see weakness in risk assets? Watch this 👇

[⚡️The Traveling Trader⚡️ @ZTheTrader]

When I first started investing I was terrified. I had already experienced being dead broke in life. Scarcity mindset made me hold onto more cash than was reasonable because, "What if I need it? What if I lose money investing?".

What you don't understand is your cash has been losing value for decades. This phenomenon is accelerated when administrations want to purposely devalue the dollar to inflate assets.

Fast forward 20 years later this is a concept I try to explain to new investors. You're afraid to invest but you are already burning piles of cash by holding it.

Every asset goes up against the dollar whether gold, silver, Bitcoin, houses, stocks.

So the next time that assets are cheap relative to the dollar pull the trigger.

[Mike Investing @MrMikeInvesting]

Critical metals are already facing shortages, & this will continue to worsen until 2030…

These stocks below will be directly benefited.

Copper:
- Freeport McMoRan ~ $FCX
- Hudbay Minerals ~ $HBM
- Southern Copper ~ $SCCO
- BHP ~ $BHP
- Rio Tinto ~ $RIO
- Ivanhoe Electric ~ $IE
- Ero Copper ~ $ERO

Graphite & Antimony:
- NovoNix ~ $NVX
- Nouveau Monde ~ $NMG
- Westwater resources ~ $WWR
- Nova Minerals ~ $NVA
- U.S. Antimony ~ $UAMY

Gallium:
- Rio Tinto ~ $RIO
- Alcoa ~ $AA
- American Resources ~ $AREC
- Element 25 ~ $ELMTF

Rare Earths, Separation, & Magnets:
- MP Materials ~ $MP
- USA Rare Earth ~ $USAR
- Idaho Strategic Resources ~ $IDR
- Energy Fuels ~ $UUUU
- Materion ~ $MTRN
- Texas Minerals ~ $TMRC

Cobalt:
- Glencore PLC ~ $GLNCY
- Electra Battery ~ $ELBM

Vanadium:
- Largo ~ $LGO

Tungsten:
- Alamonty Industries ~ $ALMTF

This is your chance to catch the wave, & benefit from the ongoing metal supply issue…

[Mike Investing @MrMikeInvesting]

These 10 stocks are the backbone behind the $NVDA AI engine:

1. $IREN converts cheap renewable energy into large scale, compute capacity design for AI.
2. $CIFR controls, power rich sites, & physical facilities for AI data center expansion.
3. $MU provides the memory backbone that allows AI models to store context, & run efficiently.
4. $AMD Expands the AI compute market with competitive accelerators.
5. $PLTR sit at the execution layer translating AI outputs into decisions.
6. $TSLA applies AI beyond screens embedding intelligence into vehicles, robots & more.
7. $ASML enables the entire semiconductor ecosystem.
8. $OKLO addresses the power constraint by developing nuclear energy solutions.
9. $AVGO designs, custom silicone that integrates processing network, and memory into AI systems.
10. $NBIS builds AI first cloud infrastructure.

These picks are behind the revolutionary explosion of AI…

[StockWhale @thestockwhale]

These are the top AI infrastructure, power, and energy companies that will make you a millionaire in 2026:

1. IREN LIMITED $IREN - still the star; AI cloud, Microsoft validation
2. Cipher Mining $CIFR - miner-to-AI twin; AWS deals, power pipeline
3. Eos Energy $EOS - energy storage, huge pipeline
4. Oklo $OKLO - modular nuclear leader, Meta ties, Trump policy nods
5. NuScale $SMR - reactor builder, policy tailwinds
6. Applied Digital $APLD - data center infrastructure
7. Energy Fuels $UUUU - uranium needed for AI
8. TeraWulf $WULF - clean, low cost energy
9. Nebius Group $NBIS - pure AI cloud; GPU clusters
10. Vertiv Holdings $VRT - data center cooling, critical for AI
11. Vistra $VST - nuclear/gas mix, AI load growth
12. Constellation Energy $CEG - largest U.S. nuclear fleet, reliable base-load for AI

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Cary Kelly @CaryKelly11]

Have you ever tried to cook eggs in stainless-steel? It can be a disaster.

You need to understand the Leidenfrost effect if you want to avoid a mess.

This is a really cool demonstration and explanation.

Source: letseat_uk (IG)