New: We are Short T1 Energy (TE)
Investors confused T1 as an AI play. It's Not. It is another China Hustle
We'll reveal the dirty little secrets of its key IP transfer that hide T1's deep ties to China
T1 is FEOCk’ed. Expect major accounting restatements coming soon
thinking out loud for $hims
- RFK / Huberman pushing it
- Novo lawsuit drop
- Pricing power + Data
- 2.6mil Subscriber
worrying pointers:
- retail / instit flows < for healthcare vs ais
- kinda feels like a defence situation (when flow will come in)
speculative tots:
- Cerebras 20bn contract w Openai [ demand goes up ]
- Pharma that works w Cerebas
- Scale faster than expected (55MW goes live by Q3)
$DGXX imo a very interesting stock right now.
- a small cap with a high valued contract
- data centre play
- neocloudz - full stack server module w latest nvda b200 [ 1 B200 = 10 h100s approx]
- Strong team hire (VP of oracle tech)
- proof of concept (15 may) went live
malaysia seems like a super interesting place to consider investing some money in now.
- ringit strengthening at the best time
- data centre build up [hyperscalers - biggest in SEA]
- global semi-conductor hub
huge unlock for me in 2026 has come from increasing the time between noticing a potential trading oppty and actually putting it on
waiting creates this cognitive dissonance (i like this idea but i dont have a position, i should do smth NOW) that leads to suboptimal or entirely wrong entries
like with many aspects of life doing the uncomfortable thing is probably the right thing