Timeless Setups

From 9 to 5 to finding the next 9x and 5x stocks. Former investment banker turned future multi baggers finder. Not finance advise, do your own research.

[Timeless Setups @MinhTrading]

@Alvin1492840 most retarded post of the year lol

[Timeless Setups @MinhTrading]

@MarioNawfal A English referee was in charged of the Spain-Portugal game and England is still in the World Cup

[Timeless Setups @MinhTrading]

@Geiger_Capital Yeah, Belgium is gonna beat us with or without Balogun. We are cheating and it’s not cool really

[Timeless Setups @MinhTrading]

@IcyVert Lol

[Timeless Setups @MinhTrading]

@retrophisch The world doesn’t care what you like sir

[Timeless Setups @MinhTrading]

Physical AI is going to be the next major rerating catalyst

[VanquishTrader @VanquishTrader]

JUST IN: $NVDA launched Halos for Robotics, bringing full-stack safety infrastructure to robotics and physical AI.

[Timeless Setups @MinhTrading]

$WYFI — most people don't realize this was deliberately engineered to be re-rated. That's the whole edge.
Here's the setup the market is still sleeping on 🧵👇
WhiteFiber was carved out of Bit Digital ($BTBT) — a crypto miner — and IPO'd in August 2025. The reason for the spin-off is the entire thesis: separating the AI business so it gets valued on AI/cloud multiples instead of volatile crypto-mining metrics.
This is the re-rating trade done on purpose, by design.
What WhiteFiber actually does:
🖥️ GPU-as-a-Service (NVIDIA H100-class compute on demand)
🏢 Tier III data centers (colocation + hosting)

Two segments, one bet: own the physical layer that AI workloads can't run without.
The numbers tell the story 👇
📈 Q1 2026 revenue $21.9M, growing sharply YoY
💚 Positive adjusted EBITDA — already (rare for a name this young)
📦 Contract backlog / RPO of ~$924M — that's ~40x trailing quarterly revenue already locked in
The anchor: NC-1 in North Carolina.

⚡ Initial 54 MW fully contracted with Nscale, backed by investment-grade hyperscaler offtake
⚡ Expandable to ~300 gross MW over time
⚡ Plus a $160M+ 5-year deal in Paris with an investment-grade tech customer (NVIDIA GPUs, live July 2026)

The pipeline is already bigger than current capacity.
And here's the CEO's framing that nails the whole AI infra trade:
"Demand is not the main constraint. Access to sites is not the main constraint. The real constraint is execution." — Sam Tabar

Translation: whoever can actually build and power the capacity wins. WhiteFiber is racing to be that operator.

The re-rating logic:
A crypto-miner subsidiary trades at a miner's discount.
A profitable AI infra operator with a ~$924M backlog and hyperscaler offtake trades at an infra multiple.
WYFI was literally spun out to close that gap.
⚠️ Now the bear case — and it's real:
🔻 Net loss WIDENED to ~$12M in Q1 (from a profit a year ago) — heavy capex + depreciation
🔻 Funded by $230M convertible notes + a $100M facility from its former parent at ~9.5% — leverage + dilution risk
🔻 Record-high short interest — the street is betting against the valuation
🔻 Beta ~5.2: this went from $40 → $10 → back up. Brutal volatility.
🔻 Customer concentration (Nscale) is a single point of failure
Bottom line: $WYFI is a purpose-built re-rating play on AI data center capacity — backlog and EBITDA are real, but so are the losses, leverage, and shorts. High-beta, execution-dependent.
Not financial advice. DYOR.

[Shay Boloor @StockSavvyShay]

$NOK is expanding its $GOOGL Cloud partnership by adding Gemini-powered AI agents to Nokia Assurance Center.

The agents will handle network triage, anomaly detection, monitoring and remediation with Nokia saying the system can cut problem-solving times by 50% to 80%.

[Timeless Setups @MinhTrading]

$NOK — everyone wrote this off as a dead smartphone brand. The market still prices it like a sleepy telecom. I think it's quietly becoming an AI infrastructure name.
Here's the re-rating thesis most people are sleeping on 🧵👇
Nokia made 3 moves in 18 months that completely changed the business:
1️⃣ Acquired Infinera ($2.3B) → instant scale in optical & data center interconnects
2️⃣ NVIDIA invested $1B at ~$6/share → AI-RAN + 6G partnership
3️⃣ Won a $2B Google WAN switching deal → hyperscaler validation

This isn't a 5G story anymore. It's an AI data center story.

The Q1 2026 numbers prove it:
⚡ AI & cloud revenue +49% YoY
💿 Optical networks +20% YoY — now the #2 business
📦 €1B in AI orders in a SINGLE quarter (bigger than Infinera's old annual revenue)
💰 45.5% gross margin, €3.8B net cash
And management just torched their own guidance — raising the AI/cloud addressable market to a 27% CAGR through 2028 (up from 16%).
Now the geopolitical kicker 👇

With Huawei & ZTE banned across Europe, Nokia is effectively the last Western sovereign-grade network supplier standing. Sovereign AI data centers + sovereign 6G = a structural tailwind nobody can replicate.

Here's where the upside lives:

NOK still trades at a ~55–60% discount to Ciena and well below Arista on forward multiples. Same AI demand. Same hyperscaler customers. Different valuation.

A telecom trades at a telecom multiple.
An AI infrastructure supplier trades at an infra multiple.
That gap is the x2–x5.
Not financial advice — DYOR. But "boring legacy name secretly pivoting into the hottest theme" is exactly the setup I hunt for.

[HIVE Digital Technologies @HIVEDigitalTech]

We find the energy. We build early.

Researchers show up. Breakthroughs follow.

Paraguay is just the beginning.

Full story: https://t.co/Xy24FdyIQb

[Timeless Setups @MinhTrading]

$CLSK — the market still prices this as "just a Bitcoin miner." I think that's the mispricing.
Here's the asymmetric setup most people are missing 🧵👇
CleanSpark isn't renting hashrate. They own the entire stack — land, power contracts, and self-operated data centers. That vertical integration is the moat.
The numbers (as of May 2026):
⚡ 50 EH/s operational hashrate
🔋 1.8 GW of power under contract (only ~808 MW utilized — huge runway)
₿ 13,470 BTC on the balance sheet
🏭 Industry-leading fleet efficiency at ~16 J/TH

But the real story isn't Bitcoin. It's the power.

Contracted megawatts doubled year-over-year, including 585 MW of ERCOT-approved capacity in Texas. In a world where AI is bottlenecked by one thing — energy — CLSK is sitting on gigawatts of it.

And the pivot is already happening: management is in active talks with hyperscalers (Meta reportedly among them) to lease capacity for AI/HPC compute.

This is the re-rating thesis 👇
A Bitcoin miner trades at a miner's multiple.
A company supplying power + data centers to AI hyperscalers trades at an infrastructure multiple.
Same assets. Completely different valuation. That gap is where the x5–x10 lives.
Add it up:
✅ Low-cost BTC production funding growth
✅ Massive untapped power runway
✅ Optionality on the biggest demand trend of the decade (AI compute)
✅ Analyst consensus still "Strong Buy"
The market sees a miner. I see an energy + AI infrastructure platform in disguise.
Not financial advice — DYOR. But this is exactly the kind of asymmetric setup I hunt for.

[Timeless Setups @MinhTrading]

@gusik4ever @Polymarket @PolymarketSport The winger was dribbling inside the box, it’s normal man for the odds of penalty to go up lol

[Timeless Setups @MinhTrading]

@piersmorgan yeah, you are a Arsenal fan, its understandable

[Timeless Setups @MinhTrading]

@Dominos_UK Spain

[Timeless Setups @MinhTrading]

@WelBeast You need to complete with the women in your own house first lol

[Timeless Setups @MinhTrading]

@Mr_Derivatives Yes!

[Timeless Setups @MinhTrading]

@Jayarsenal49 R u retarded?

[Timeless Setups @MinhTrading]

@AldrinGiler lol

[Timeless Setups @MinhTrading]

@BernardoCSilva @ManCity From a true Man Utd fan for life, you are a amazing player. We wish we had you.