Kenneth Kwan.eth

[Kenneth Kwan.eth @KennethKwanETH]

@elonmusk Hi

[Kenneth Kwan.eth @KennethKwanETH]

@Elianoayounes What is the password 🤣

[Donald J. Trump @realDonaldTrump]

My NEW Official Trump Meme is HERE! It’s time to celebrate everything we stand for: WINNING! Join my very special Trump Community. GET YOUR $TRUMP NOW. Go to https://t.co/GX3ZxT5xyq — Have Fun!

[Commentary Donald J. Trump Posts From Truth Social @TrumpDailyPosts]

My NEW Official Trump Meme is HERE! It’s time to celebrate everything we stand for: WINNING! Join my very special Trump Community. GET YOUR $TRUMP NOW.

Donald Trump Truth Social 09:00 PM EST 01/17/25

Go to https://t.co/zmMApGdsHz — Have Fun!

[Palantir @PalantirTech]

Merry Christmas and a happy new year.

Holiday greetings from Palantir CEO Alex Karp to our partners, supporters, and investors.

[Kenneth Kwan.eth @KennethKwanETH]

@VinnyGu0 聖誕快樂🧑‍🎄

[Lin @Speculator_io]

A List of Nuclear Stocks UPDATED:

Small Modular & Micro Reactors
$SMR NuScale
$OKLO Oklo
$NNE NANO Nuclear
$RR.L Rolls Royce
$GEV GE Vernova

Services and Equipment
$BWXT BWX Technologies
$CW Curtiss-Wright
$MIR Mirion Technologies
$LEU Centrus Energy
$BEPC Brookfield Renewables (CN)
$GEV GE Vernova
$ATRL AtkinsRealis (CN)
$ARE Aecon (CN)
$SLX Silex Systems (AU)

Nuclear Fuel Technology
$LTBR Lightbridge

Nuclear Bitcoin Miners
$WULF Terawulf

Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group

Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$PDN Paladin Energy (AU)
$BOE Boss Energy (AU)
$EFR Energy Fuels (CN)
$EU enCore Energy (CN)
$URE Ur-Energy (CN)
$PEN Peninsula Energy (AU)
$KAP Kazatomprom (KZ)

Uranium Enrichers
$ASPI ASP Isotopes
$LEU Centrus Energy

Developers
$NXE NextGen Energy (CN)
$DML Denison Mines (CN)
$ISO Iso Energy (CN)
$LAM Lamamide Resources (CN)

Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF

[Kenneth Kwan.eth @KennethKwanETH]

@LillyLin112244 Thanks and support !

[Sam Altman @sama]

i love summer in the garden

[Sam Altman @sama]

very glad President Trump is safe!

[Kenneth Kwan.eth @KennethKwanETH]

@ElonMNews Yes

[新闻调查 @xinwendiaocha]

萝卜快跑后台现场，哪台车AI卡壳出问题，马上人工接管。你的人生安全，也是别人的一场模拟游戏。转

[Kenneth Kwan.eth @KennethKwanETH]

@charlesliang @elonmusk Great 👍🏻

[Charles Liang @charlesliang]

Thanks @elonmusk for leading the liquid cooling technology to large AI data centers! This may lead to preserving 20 billion trees for our planet❤️

[Supermicro @Supermicro]

@elonmusk @MarioNawfal @Supermicro_SMCI $SMCI $SMCI 🎉https://t.co/lQfKquDtCY

[Elon Musk @elonmusk]

@MarioNawfal SMC

[FabyΔ @FABYMETAL4]

💡2024年 データセンター ハードウェア サプライチェーン（1/3)
※Gemini Advanced (gemini-1.5-pro) 版。OCR能力は流石のGoogle。ティッカーシンボルが多すぎてXにポストが拒否られるので3回に分けます。

1️⃣ デバイス
MCU:
- Renesas 6723

CPU/GPU:
- AMD $AMD
- Arm $ARMHF
- Nvidia $NVDA
- Intel $INTC

DPU:
- Nvidia $NVDA
- Intel $INTC

AI:
- Marvell Technology $MRVL
- Nvidia $NVDA
- Intel $INTC
- Google $GOOGL
- AMD $AMD
- IBM
- Xilinx $XLNX
- Broadcom $AVGO

ASIC:
- Google $GOOGL
- Marvell Technology $MRVL
- AMD $AMD
- Broadcom $AVGO

DRAM:
- Micron Technology $MU

NAND:
- Kioxia 6600
- Micron Technology $MU

Photonics:
- Sumitomo Electric Industries 5802
- NeoPhotonics $NPTN
- II-VI Incorporated $IIVI

Power:
- Infineon $IFNNY
- onsemi $ON
- STMicroelectronics $STM
- Nexperia
- Microchip Technology $MCHP
- Navitas Semiconductor $NVTS
- Vishay Intertechnology $VSH

Sensors:
- Amphenol $APH
- TE Connectivity $TEL
- STMicroelectronics $STM
- TDK 6762
- ams OSRAM $AMS
- Bosch Sensortec
- Murata Manufacturing 6981
- Knowles

Analog:
- Infineon $IFNNY
- onsemi $ON
- STMicroelectronics $STM
- NXP Semiconductors $NXPI
- Analog Devices $ADI
- Texas Instruments $TXN

Switch ASIC:
- Marvell Technology $MRVL
- Barefoot Networks

[Kenneth Kwan.eth @KennethKwanETH]

@OliverKell_ Congrats Oliver !

[Mark Minervini @markminervini]

Below are the actual posts sent out to our members in real-time with regard to how we handled our recent Bitcoin purchase. I think Bitcoin could go up substantially over the long term. I wanted to get on board Bitcoin, but at a very low risk (as I always do).
I waited for my signature "cheat" entry setup and bought $IBIT with a very tight stop. I then de-risked the trade selling half of the position at a profit to finance a larger stop. It's true, I have only half the position remaining. But this effectively gives me zero risk with unlimited gain potential. I will take that deal everyday!
The reason I'm still around 41-years later after my first trade in 1983 and have barely had a down year in more than 30-years is because of 4 words... I always respect risk. And I don't get caught up trying to be a hero and pick the next Amazon holding through 50% equity drawdowns... I MAKE MONEY CONSISTENTLY AND I COMPOUND!

[Shyam Sankar @ssankar]

The Rise of Defense Tech in two pictures.

Notice the change in composition of @ReaganDefense sponsors from the Year 1 to the 10.

@anduriltech wasn't yet founded.

Look at the number of future champions in 2023!

A reminder that once upon a time, L3Harris was L3 and Harris