Manuel Mendoza

FinTech #CRO #BTC

[COLDCARD @COLDCARDwallet]

The COLDCARD Q is unlike any other signing device.

Full-size QWERTY keyboard. Large display. Airgapped workflows with BBQR, NFC, and microSD. Built for Bitcoin, and built to verify.

We’re giving one away.

To enter:
• Like
• Repost
• Reply with your favorite Q feature

[Manuel Mendoza @El_MoMoy]

@profstonge @nvk @Coinkite @COLDCARDwallet Black is my favorite!

[Peter St Onge, Ph.D. @profstonge]

Bitcoin self-custody is a skill worth learning.

To help get started, I'm giving away a COLDCARD Q courtesy of my long-time sponsor @Coinkite

To enter:
• Like and Repost
• Follow @COLDCARDwallet
• Comment your favorite COLDCARD color

Winner announced Friday 6/12 🥳

[Robinhood @RobinhoodApp]

Robinhood has lifted PDT restrictions.

No more $25K minimum, no more flags. Happy trading.

[Michael | Hypermarkets @itsmichaelluu]

AI COMPUTE is sold out until end of 2028.

This is exactly how you become a millionaire, you buy and hold these companies:

GPU / CHIPS (Direct Compute Suppliers)

$NVDA
GPU monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute.

$AMD
#2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues.

$AVGO
Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary.

$MRVL
Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency.

MEMORY (You Can't Run Compute Without It)

$MU
HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied.

$SNDK
NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery.

NETWORKING (Moving Data Between GPUs)

$CRDO
High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue.

$ANET
Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in.

$LITE
Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris

$COHR
Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE.

POWER (The Real Bottleneck)

$VST
Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive

$CEG
Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing.

$NEE
NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia

$GEV
Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+.

$ETN
Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems.

DATA CENTER BUILDERS / OPERATORS

$EQIX
Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR

$DLR
REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment.

$APLD
Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec

$IREN
High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure.

CLOUD HYPERSCALERS (Resell the Compute)

$MSFT
Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive

$GOOG
$175–185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group

$AMZN
$200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group

$META
Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 3 which hasn't exploded yet.

[Manuel Mendoza @El_MoMoy]

@itsmichaelluu Great information, what notes app is that?

[Michael | Hypermarkets @itsmichaelluu]

It's 2035, you're a millionaire, you did exactly this in June 2026:

1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (not after it spikes)

- $NOW $85 →$400+
- $DELL $235 → $800+
- $MU $320 → $3000+
- $IBM $220 → $600+
- $INTC $20 → 400+

*these are going a lot higher by 2035 just like $NVDA $AAPL $GOOG $TSLA $AMZN $MSFT

3. BUY LEAPS example $NOW buy Jan 2028 $200 calls.
4. OR just put $500-$1000 bucks into $VOO $QQQ each month (safest)
5. Be patient, keep it boring and simple.

♻️ RESHARE this post and write 1 comment, I'll DM you what LEAP to buy for each of these. Then do nothing, just buy and hold it.

[Papa León XIV @Pontifex_es]

La #IA puede ser una valiosa ayuda y, al mismo tiempo, exige un enfoque prudente y cauteloso. La velocidad y la sencillez con la que es posible obtener formas de asistencia concreta simplifican nuestras vidas, pero también pueden acostumbrarnos a delegar demasiado y a buscar respuestas rápidas, debilitando el juicio personal y la creatividad. #MagnificaHumanitas

[WILL REEVES @willreeves]

@cameron @Gemini You sure about that?

[Papa León XIV @Pontifex_es]

Las inteligencias artificiales no viven una experiencia, no poseen un cuerpo, no pasan por la alegría y el dolor, no maduran en las relaciones ni conocen desde dentro lo que significan el amor, el trabajo, la amistad y la responsabilidad. Tampoco tienen una conciencia moral: no juzgan el bien y el mal, no captan el sentido último de las situaciones ni asumen el peso de las consecuencias. Pueden imitar, pueden simular pero no conocen lo que producen, porque no residen en el horizonte afectivo, relacional y espiritual en el que el ser humano se hace sabio. #MagnificaHumanitas

[COLDCARD @COLDCARDwallet]

Self-custody shouldn’t feel difficult.

COLDCARD keeps Bitcoin security simple without sacrificing advanced features.

Easy to use, Hard to outgrow.

We’re giving away a COLDCARD Q!

To enter:
• Like this post
• Repost
• Comment, why self-custody is a non-negotiable

[Btcandres 285⚡ 9🌊 🔦🔑🦡🥩🐇🕳️☣️6.15🛰️🆖🆙🌋 @BtcAndres]

La nueva versión de Bull Bitcoin @BullBitcoinES te guía con un asistente de configuración inicial. Elige tu moneda, tema y entre 11 nuevos idiomas, además de todos los anteriores. ¡La experiencia es más intuitiva que nunca!

[Btcandres 285⚡ 9🌊 🔦🔑🦡🥩🐇🕳️☣️6.15🛰️🆖🆙🌋 @BtcAndres]

Agradezco estos espacios a ColdCard, la navaja suiza de las hardware wallets. Si aún no la tienes, no estás en serio en esto. Busca «quiero una ColdCard Q» y usa btcandres para un descuento.

[FOLD BITCOIN @fold_app]

Heavy enough for the hardest money.

[Btcandres 285⚡ 9🌊 🔦🔑🦡🥩🐇🕳️☣️6.15🛰️🆖🆙🌋 @BtcAndres]

Descarga y prueba la mejor móvil wallet de Bitcoin por ti mismo 👇 https://t.co/QGQmBjd6Wy

[Btcandres 285⚡ 9🌊 🔦🔑🦡🥩🐇🕳️☣️6.15🛰️🆖🆙🌋 @BtcAndres]

No preguntes cuánto comprar de Bitcoin. La verdadera comprensión llega cuando preguntes dónde vender tus dólares. Ahí es cuando realmente entiendes.

[Btcandres 285⚡ 9🌊 🔦🔑🦡🥩🐇🕳️☣️6.15🛰️🆖🆙🌋 @BtcAndres]

Olvida los tokens y el blockchain. Bitcoin es la primera escasez digital descentralizada. He pasado por todo: pérdidas, cuentas bloqueadas, confiscaciones. Al final, la iliquidez del mercado y la impresión de dinero te hacen dar cuenta: solo importa Bitcoin.

[BULLBITCOIN.COM @BULLBITCOIN_]

If you have friends or family using Ledger, send them this tutorial so they can use it with Bull, a Bitcoin-only wallet that respects their privacy.
🔗👇

[FOLD BITCOIN @fold_app]

More Fold Bitcoin Credit Card™ applications just opened up

Make sure your app is updated and look in the "More ways to earn" section

[ThiccTeddy @ThiccTeddy]

Dear people under 50,

Put your extra money in $VOO, set up a direct deposit every month, forget about it, and come back in 20 years

My DMs will still be open in 2046 so you guys can thank me

Yours truly,
ThiccTeddy