Cassius Clay

The Man At The Top Of The Mountain Didn’t Fall There - left Wall Street VP role to manage portfolio full time

[Cassius Clay @HoosierMoney]

@capital_frozen Completely possible in this market at an uncharted time for certain sectors. My 1Y return is shockingly close to your YTD

[Cassius Clay @HoosierMoney]

@MMatters22596 Man $CRWV is going to go much lower

These post do a great job sucking in more retail flow

[Cassius Clay @HoosierMoney]

@KobeissiLetter Very very bearish for $CRWV

Their value proposition is renting Nvidia GPU infra to AI developers that lack campuses. A large OpenAI-controlled facility challenges that model, major customer now increasingly bypasses the neocloud layer and leases infra directly

[Cassius Clay @HoosierMoney]

@ThematicTrader Incredible work

[Cassius Clay @HoosierMoney]

@DarkFlowAlert That was me $BTI
Watching outperformance vs. $PM

[d i v e r g e n t @raichutokenized]

this is a very real breadcrumb for $OUST

- Ouster-Amazon has a documented commercial relationship via the old Velodyne (acquired by Ouster back in 2023) agreement

- Amazon Warrant: warrant shares vest based on the purchase by Amazon or affiliates of goods and services from Ouster

- in Q1 2026, 142,890 Amazon warrant shares vested

- Ouster Q1 product revenue was up 55% YoY and 18% sequentially, driven by use cases in warehouse automation, yard logistics and intelligent transport

“eye of the machines”

[Serenity @aleabitoreddit]

Found this news funny about a new Swedish Hedge fund:

Origo’s fund has lost substantial money shorting $SIVE.

“The loss is one of the biggest this year"

Many of these Swedish hedge funds are now heavily underwater.

Just as an accidental byproduct of $SIVE being a core part of the CPO supercycle.

Starting to make more sense why there’s a lot of false news being published.

Especially if they’re facing infinite losses?

[Cassius Clay @HoosierMoney]

@Globalflows I added another leg $PURR @Globalflows

Going in for the kill

[Cassius Clay @HoosierMoney]

@Globalflows Locked and loaded $PURR
Big time squeeze inbound

[Steve Burns @SJosephBurns]

“My advantage is not IQ. It’s trigger pulling.”

— Stanley Druckenmiller

[Serenity @aleabitoreddit]

Two most viral stories on $RDDT:

1. Turning $252K -> $7.7M with $AMD
2. Turning $167K -> $2.2M with $RKLB.

These stores are likely true, since it's possible to find these niche leaders to change your life around:

Again and again across different industries with semis to space.

What matters is:
-> Finding these rare gems / leaders in a niche field.
-> Having enough concentration, for it to matter.
-> Having enough conviction to sit through volatility.
-> Letting the thesis play out (even if it's across multiple years).

You've already seen me do it multiple times with photonics like $AXTI, $IQE, $SIVE, and others.

But everything is just speedran from 5 years to months due to AI capex acceleration.

[Cassius Clay @HoosierMoney]

@RampCapitalLLC $AFRM

[Oguz Erkan @oguzerkan]

This is insane..

Bernstein predicts that copper shortage will start in 2027 and progressively deepen by 2050.

Demand will explode but supply will be limited as the operating mines are being depleted and getting permits for new ones is very hard.

Copper supercycle is coming.

[WALL ST JESUS @WallStJesus]

🏠

[Cassius Clay @HoosierMoney]

@RockBtmEntries @MLPotash How do you know when the MRE will be released? Did they provide formal guidance on this

Been accumulating $MPL.V over the last 2 weeks, targeting 250K shares about halfway there

[Cassius Clay @HoosierMoney]

@TradesQuantum Thought I was late to the party at $4.65, now with 100K shares it’s clear to me that this is going to $50+ $BTQ

[Cassius Clay @HoosierMoney]

@capital_frozen Completely possible in this market at an uncharted time for certain sectors. My 1Y return is shockingly close to your YTD