Garbis Chekerdjian

Random human walking on this planet

[NoLimit @NoLimitGains]

Leopold Aschenbrenner fund just reached a new all time high of $20 BILLION.

And he’s literally telling you what to buy right now.

If you pay attention, you can make a lot of money.

Here’s the list:

Big long in Bloom Energy (BE), fuel cells for data center power.

Heavy in Bitcoin miners pivoting to AI hosting: IREN, Core Scientific (CORZ), Applied Digital (APLD), Riot (RIOT), CleanSpark (CLSK).

Recent stake in Nebius (NBIS), AI cloud infrastructure.

Private position in Anthropic.

By the way, if you’re a serious investor and you care about making money, you need to follow @InTheAssembly with notifications.

The door is currently closed but we are reopening access on Monday, for 24 hours only.

In 6 months, half of you are going to wish you got in this Monday, June 22nd.

Follow @InTheAssembly with notifications or you will regret it later.

[Trade Whisperer @TradexWhisperer]

Same sector. Completely different multiples.

$MU 8x Forward P/E
$SNDK 10x Forward P/E
$WDC 28x Forward P/E
$STX 30x Forward P/E

A 16x re-rate gets
$MU at $1600
$SNDK at $2500

And they would still be the two cheapest names in the group by a mile.

[Trade Whisperer @TradexWhisperer]

Bears in 2025: "But they'll pull back on spending"
Hyperscalers Capex in 2026: $710,000,000,000.

Nearly 2x in a single year.
It's a permanent re-rating of infrastructure.
Infinite demand for Intelligence. The industry demands it.

$MU $DRAM $SNDK $TSM $LITE $INTC $AMD

[Garbis Chekerdjian @GarbisChek]

@JRNYcrypto @JRNYclub I want to be part of the best NFT club in the world and preach WAGMI #JRNYclub