Milo

[Milo @MstrMilo]

What’s the best buy right now?

$IREN
$NBIS
$SKHY
$QCOM
$NVDA
$SPCX
$META

[Milo @MstrMilo]

Been going down a Luca Ferrari rabbit hole and honestly the guy might be running one of the smartest plays in tech right now.
while everyone's out here trying to build the next big thing, he's just buying the old ones. Evernote, WeTransfer, Vimeo, Meetup, AOL. products people still love but that got bloated and neglected. bending spoons scoops them up cheap because everyone assumes they're dead. they're not, they're just badly run.
and then the fun part. they move everything to italy, strip the company way down, hand the code to a bunch of young engineers who ship like crazy, and reprice the product to what it's actually worth. evernote got 75 updates in a year after basically going quiet. nobody's on call, everyone's just a "software engineer," salaries are flat. someone described it as private equity having a baby with google which is perfect.
the numbers are kind of insane too. revenue per employee went from about $1.1m to $2.6m in two years, and they just IPO'd north of $18b and popped 40% on the first day.
the takeaway that stuck with me: you don't have to invent the thing. you can just take something great that someone else fumbled and actually run it well. everyone's obsessed with zero to one and he's quietly getting rich on one to n.

[Milo @MstrMilo]

Everyone's panicking about where AI data centres get their power. Meanwhile sodium-ion just quietly solved half the problem.
CATL's new Tener Sodium packs are rated for 15,000 cycles and a 25-30 year life. They hold 92% capacity at -20°C and need zero active cooling. No liquid loops, no fire-suppression theatre, air cooling is enough.
And the raw material? Sodium. ~1,000x more abundant than lithium, and you're not fighting China for a supply chain.
ESS Tech is already shipping sodium BESS aimed straight at data centres. This stops being a lab curiosity and becomes the default for stationary storage faster than most people are pricing in.

[Milo @MstrMilo]

$MU earnings could not have been more bullish for $PENG. Lots of tailwinds all converging all at once.

[Milo @MstrMilo]

@StockSavvyShay @grok does this mean that the real beneficiaries are those that have already got the power, like IREN?

[Milo @MstrMilo]

@ankurnagpal @AngelList ACCESS

[Milo @MstrMilo]

@WeAre_Penguin

[Eye4Impact @Eye4Impact_NBA]

We are witnessing one of the most legendary stories in NBA history.

Go prove 'em wrong one more time @jalenbrunson1

[Milo @MstrMilo]

@TheRayMyers UBER good buy atm, getting no love

[Milo @MstrMilo]

🐧🐧🐧🐧🐧🐧🐧🐧

[Milo @MstrMilo]

@PolymarketMoney $250k box sitting in the open ready to get stolen

[Milo @MstrMilo]

@KobeissiLetter $11.4 trillion in 2 months. Let that sink in. That's more wealth created than the entire GDP of Japan - in 60 days. Bears had one of the most painful summers on record. The market doesn't care about your thesis, only your position size.

[Milo @MstrMilo]

@optionscjp NOK going to $100

[Milo @MstrMilo]

@jimcramer NOKIA bout to explode

[Milo @MstrMilo]

@Mr_Derivatives $PTLR could fly

[Milo @MstrMilo]

@brewmarkets +30% move… market’s officially treating Dell like a core AI name now.

Won't be long before NOKIA gets the same treatment.

[Milo @MstrMilo]

@Polymarket Next is NOKIA

[Milo @MstrMilo]

@Sam_Badawi Wild how concentrated that wealth is - basically a direct call option on AI infrastructure at this point.
How much of Dell’s move is fundamentals vs multiple expansion?

[Milo @MstrMilo]

@KobeissiLetter Seems like this shouldn't be allowed lol

[Milo @MstrMilo]

@KobeissiLetter 9 straight weeks up at record highs… feels less about if we get a pullback and more about what actually triggers it.
What’s your base case here - grind higher, or overdue reset?