Kerr Jonah

$AAPL $AMC $GOOG $PLTR $TSLA Steady hands, bold picks, and clarity in confusion.

[Kerr Jonah @KerrJonah7]

6 GW of AI data centers means nonstop load. Solar + BESS + backup isn’t optional anymore.

Companies building resilient energy layers like NextNRG, Inc. (NXXT) could see massive demand.

#BBMzansiS6 $ORCL #Rashmer $BRK.B $MA #sstvi

[Wells Spring @MohamedBahrain9]

6 GW of AI data center expansion isn’t just a tech stat - it’s a power story

Step back and look at the grid backdrop:

• 86 GW of total U.S. capacity expected in 2026
• ~24 GW of battery storage coming online
• 43.4 GW in new solar additions
• Power demand projected +34% by 2050

AI scale isn’t only about chips and racks. It requires dependable megawatts, battery-buffered resilience, and intelligent load management that keeps systems stable under stress

That’s the lane NextNRG, Inc. (NXXT) operates in - distributed microgrids combining solar, BESS, and backup generation where uptime and compute density intersect

Electricity demand tied to AI infrastructure isn’t a short-term cycle. It’s a structural shift in how energy is consumed and managed

$UBER $PYPL $SPOT $SNOW

[Shay Boloor @StockSavvyShay]

$AMD and $META signed a multi-year deal for up to 6GW of Instinct GPUs to power Meta’s AI infrastructure.

The first 1GW ships in 2H26 using a custom MI450 + “Venice” EPYC with AMD issuing Meta a performance warrant tied to delivery milestones.

[Fiscal.ai @Fiscal_ai]

$10,000 invested in Domino's Pizza in 2008 would be worth $1.76 million today.

That's better than most of big tech.

$DPZ +17,492%
$AMZN +11,559%
$AAPL +11,005%
$GOOGL +4,766%
$MSFT +2,938%
$META +1,592%

[Kerr Jonah @KerrJonah7]

People talk about batteries, but orchestration is where efficiency gains happen.

With load forecasts every 5–15 minutes, platforms like NextNRG, Inc. (NXXT) become essential to keep systems balanced

$XTLB #BBMzansiS6 #Rashmer $DAL #RepDetroit $RENX

[Wells Spring @MohamedBahrain9]

Electricity demand projected to rise 34% by 2050 isn’t a marginal trend - it’s structural expansion of the entire power system.

If renewables continue gaining share, battery energy storage systems (BESS) move from supportive tech to core infrastructure.

Solar alone brings intermittency.
Solar paired with BESS delivers dispatchable, reliable capacity.

U.S. storage growth is accelerating, largely driven by data center expansion. AI campuses and hyperscale facilities now demand 100–300 MW each, with new builds targeting 500 MW to 1 GW. That level of load requires stability. Storage provides it.

Over the last five years, storage economics have materially improved. Battery markets are compounding at 20%+ CAGR, and the U.S. is projected to add 24.3 GW of battery capacity in 2026 alone, according to EIA estimates.

That’s no longer pilot-scale adoption. That’s grid-level buildout.

As BESS penetration increases, operational complexity rises. Systems now require:

• High-frequency load forecasting (5–15 minute intervals)
• Battery lifecycle and degradation optimization
• Multi-site microgrid coordination
• Automated dispatch across solar and storage assets

That intelligence layer becomes the value driver.
NextNRG, Inc. operates in precisely that control and orchestration segment - forecasting, microgrid automation, battery optimization.
If demand expands 34% and renewables remain central, storage becomes essential.
And as storage scales, software becomes the competitive edge.

Hardware expands the grid.
Software keeps it stable.

$NXXT #jonita $AAPL $TSLA $PLTR

[Shay Boloor @StockSavvyShay]

$NVO down ~15% after its next-gen obesity drug CagriSema missed the primary endpoint in Phase 3 vs. $LLY Zepbound.

[Elon Musk @elonmusk]

Try Grok Imagine. It keeps getting better.

[Elon Musk @elonmusk]

Grok

[Kerr Jonah @KerrJonah7]

Exactly. With +253% YoY growth already on the books, a tight float matters.

If NextNRG, Inc. (NXXT) sees 75K–150K shares of real buying at open, the tape could move a lot faster than people expect

#jonita $AAPL $TSLA #StarAcademyLeLive #Rashmer $PLTR

[Kerr Jonah @KerrJonah7]

Premarket $0.6901 (+1.9%) on 8.3K shares - that’s no supply

Thin tape +253% YoY growth

If open brings 75K–150K real bids, $0.75–$0.80 is reachable

Low liquidity = fast range expansion. Not financial advice

$XTLB $DAL $RENX

[Kerr Jonah @KerrJonah7]

Premarket $0.6901 (+1.9%) on 8.3K shares - that’s no supply

Thin tape +253% YoY growth

If open brings 75K–150K real bids, $0.75–$0.80 is reachable

Low liquidity = fast range expansion. Not financial advice

$XTLB $DAL $RENX

[Kerr Jonah @KerrJonah7]

$V continues benefiting from global digital payments expansion. Cross-border volume recovery supports long-term bull case.

[Cole Grinde @GrindeOptions]

You could’ve bought $TSLA in the $390 range about 2 weeks ago but you guys thought the stock was going to $300.

Buy exceptional companies at exceptional prices.

Stubbornness will cost you money.

[Fiscal.ai @Fiscal_ai]

Intuit is now in its largest drawdown ever.

$INTU

[Ethos @get_Ethos]

Get same-day coverage with Ethos life insurance.

[Elon Musk @elonmusk]

Try the new Grok 4.20 Heavy. It’s a major upgrade.

[Kerr Jonah @KerrJonah7]

2.53M gallons at +308% YoY plus $7–8M monthly consistency shows execution.

NextNRG, Inc. (NXXT) sustaining that pace makes a move toward $0.90+ feel like valuation catching up to throughput.

#jonita $AAPL $TSLA #StarAcademyLeLive #Rashmer $PLTR

[Kerr Jonah @KerrJonah7]

2.53M gallons in one month (+308% YoY) = real scale, not noise.

With a steady $7–8M monthly revenue base, the setup looks constructive. If volume builds, $0.90+ is a logical next zone for NXXT.

Do your own research

$MA #BBMzansiS6 $BRK.B $ORCL

[Kerr Jonah @KerrJonah7]

2.53M gallons in one month (+308% YoY) = real scale, not noise.

With a steady $7–8M monthly revenue base, the setup looks constructive. If volume builds, $0.90+ is a logical next zone for NXXT.

Do your own research

$MA #BBMzansiS6 $BRK.B $ORCL

[Zachary Markovich @Zac_Markovich]

$TSLA If this hammer low holds on the daily were going back to $430s

[LuxAlgo @LuxAlgo]

🚨 JUST IN:

Berkshire Hathaway $BRK cuts $AMZN position by 77% in latest 13F filing.

[Kerr Jonah @KerrJonah7]

$HOOD data shows a shift: $GME falls out of top 10 Robinhood holdings after 4 years, replaced by $NFLX. Big Tech ($GOOGL, $NVDA, $META, $AMZN, $TSLA, $MSFT, $AAPL) + Ford remain, with $PLTR as last year’s new entrant. Retail is rotating from meme to beaten-down growth.

[amit @amitisinvesting]

$HOOD

For the first time in four years, $GME is now NOT part of the top 10 investments on Robinhood.

Robinhood releases an investor index that shows the top 10 names owned across the platform.

$PLTR made the list last year as the newest entrant, the other 8 have been pretty consistent:

$GOOGL $NVDA $META $AMZN $TSLA $MSFT $AAPL $F

Basically Big Tech + Ford (Robinhood gave away many shares in 2019 of this stock to new users) and then Palantir as of last year.

The stock to knock out Gamestop from the top 10 assets after four years?

$NFLX Netflix.

Looks like Robinhood users sold off $GME and decided to buy a company that is down 40% from the highs at such a magnitude that it ended up becoming a top 10 asset on the platform.

[Evan @StockMKTNewz]

Robinhood $HOOD now has a total of $324 Billion in Assets on its platform up from $63B in 2020