Dylan Hurdsman

“big guy”

[Dylan Hurdsman @DylanHurdsman]

$HOOD will be a major benefactor in a generational wealth transfer. Young investors want the simplicity that Robinhood delivers. Young investors use Robinhood. Millennials use Robinhood. The range of users will continue to expand.

[Polymarket Money @PolymarketMoney]

JUST IN: Robinhood CEO Vlad Tenev declares a $100,000,000,000,000.00 wealth transfer” is underway.

[Diligent Plane @DiligentPlane]

If the U.S. makes a deal with Iran and the Strait of Hormuz reopens, oil prices could come down and ease pressure on Treasury yields

Rate hikes could turn into rate cuts

And $SOFI becomes a $50 stock

[Dylan Hurdsman @DylanHurdsman]

It is NOT too late to invest in $NVDA

1. Consistently beats estimated EPS
2. Led by a top 5 CEO of this decade
3. Biggest market share in the fastest growing industry
4. Conservative PTs at $240

Too many people overcomplicate this game.

[Dylan Hurdsman @DylanHurdsman]

@grok in a short sentence, predict $IREN stock price if $BTC hits $200k

[Dylan Hurdsman @DylanHurdsman]

In 5 years you’ll be kicking yourself if you didn’t invest in $RKLB in 2026

Market cap of $40B compared to SpaceX at $1.2T

This thing has room to run as the world grows increasingly more dependent on satellites

Nobody is monetizing satellite systems and services like $RKLB

[Dylan Hurdsman @DylanHurdsman]

The energy gap isn’t forming, it’s already here

AI infrastructure is exploding demand

Wind and solar can’t carry the load

Nuclear isn’t optional anymore, it’s inevitable

Companies like $UUUU and $USAR continue to soar as energy moves toward nuclear

[Dylan Hurdsman @DylanHurdsman]

$IREN +15% on the DAY

With financial reports on Feb 5th investors will be looking for 3 things:

1. Can $IREN continue to grow in AI cloud services, not just $BTC

2. Is the $MSFT contract being executed on a good timeline

3. What is the capacity of future data centers

[Dylan Hurdsman @DylanHurdsman]

On top of this, new mines take 7-10 years to build, creating a massive supply gap and manufacturing and raw material production catches up

[Dylan Hurdsman @DylanHurdsman]

AI growth will send rare earth prices soaring in 2026:

AI data centers = massive cooling, all using rare earth permanent magnets

China supplies ~60% of global supply and prioritizes domestic supply

The EV sector is already straining supply, every EV has rare earth components

[Dylan Hurdsman @DylanHurdsman]

$MSFT building its own AI chip isn’t bearish for $AMD

Hyperscalers rely on several suppliers

Demand for AI compute is so massive it needs everyone — Nvidia, AMD, custom silicon, all of it

This is validation that the investors are correct on their bullish sentiment for AI

[Dylan Hurdsman @DylanHurdsman]

I’m going to break down the importance of rare earth companies like $USAR AND $UUUU in the most basic terms:

AI → data centers → power demand

Power demand → nuclear → uranium

Uranium → magnets → rare earths

Rare earths supply a massive energy gap for AI consumption

[Dylan Hurdsman @DylanHurdsman]

Wondering why rare earth companies such as $UUUU or $USAR are taking off this year?

On January 15th congress allocated nearly $5 billion to nuclear energy development and research

AI centers and servers require massive energy supply

Nuclear energy will bridge this gap

[Dylan Hurdsman @DylanHurdsman]

Everyone wants critical minerals exposure for the AI energy gap.

$USAR is actually delivering it — partnering with Solvay $SOLB and Compass Diversified Holdings $CODI via its magnet subsidiary.

This is how the U.S. rebuilds its rare-earth supply chain

[Dylan Hurdsman @DylanHurdsman]

If $IREN beats earnings on 2/5…

This stops trading like a Bitcoin miner
and starts trading like AI infrastructure - which is what it is.

Low-cost power. Massive scale.
Numbers force the re-rating.

Moves like that don’t give many second chances.

[Dylan Hurdsman @DylanHurdsman]

White Mesa Mill, the only conventional uranium mill in the US, sits at the intersection of energy and critical minerals.

As supply chains get reshored under the Trump administration, assets like this matter more than most realize.

That’s why $UUUU is worth paying attention to.

[Dylan Hurdsman @DylanHurdsman]

France backing $USAR is a big deal

Europe wants rare earth supply outside China

$UUUU expanding into Australia with the acquisition of $ASM

$USAR expanding into the Europe market

2026 is the year rare earths go mainstream

[Dylan Hurdsman @DylanHurdsman]

@OpLowcountry Only up from here

[Dylan Hurdsman @DylanHurdsman]

$UUUU just made a game-changing move.

Energy Fuels announced the acquisition of Australian Strategic Materials for $300 million, creating a rare earths platform outside China.

Uranium
Vertical integration
Western supply chains

This isn’t just a uranium story anymore.

[Dylan Hurdsman @DylanHurdsman]

$Nasdaq red today as markets digest Greenland talks and tariff risk.

This is how uncertainty gets priced in.

Opportunity usually follows.

Fear creates opportunity for investors willing to use the most valuable asset: time.

[Dylan Hurdsman @DylanHurdsman]

Everyone talks about AI power demand.

Few talk about where the uranium comes from.

Even fewer mention U.S. rare earths.
$UUUU sits at the center of both.

+60% in the last month alone

As AI continues to progress, so will the need for alternative energy solutions.