I.am.Nakamoto

building wealth slowly by $STRC $SATA

[Roxom TV @RoxomTV]

Strategy added 25,000 BTC. The copycats are still missing.

"How can it be that it seems this one guy just figured it out and no one is looking at him and just thinking, hey, why is he even doing that?", says @bramk

Every institutional treasury manager watched Saylor do this for four years. Wrote "not for us" in the deck. Watched the number go up. Wrote it again.

[I.am.Nakamoto @One_OneBillion]

Whether you’re building passive cash flow or reinvesting those daily dividends for serious compounding, this is a game-changer for income investors.
The Daily Dividend Company™ is here. Who’s loading up on $SATA?

[I.am.Nakamoto @One_OneBillion]

🚨 Why settle for monthly dividends when you can get paid EVERY business day?
Meet $SATA from Strive — the first U.S.-listed security in history set to pay cash dividends daily starting June 16, 2026.

[I.am.Nakamoto @One_OneBillion]

•Debt-free: Recent moves have cleaned up the balance sheet, strengthening the sustainability of those distributions.
In a world of low-yield savings and choppy markets, $SATA offers daily income + Bitcoin exposure upside in a liquid, publicly traded format.

[I.am.Nakamoto @One_OneBillion]

While he’s shorting some of the pure chip plays… he’s going long the cheap power + infrastructure that AI actually needs.
Power is the new oil in the AI era.
What do you call this setup? 👀

[I.am.Nakamoto @One_OneBillion]

I went through Leopold Aschenbrenner’s full Q1 2026 13F.
Everyone is talking about the massive semiconductor buys… but the two moves that actually matter are the ones nobody is discussing.
Here they are:
CLSK – CleanSpark
He slammed 648% more shares into this name.

[I.am.Nakamoto @One_OneBillion]

Massive power capacity and physical footprint that can be converted into AI compute.
He is not betting on Bitcoin here. He is betting these miners become the next data center plays.
The pattern is obvious once you see it.

[I.am.Nakamoto @One_OneBillion]

Classic Burry: concentrated value longs in healthcare/consumer/financials + big bets against AI exuberance. Portfolio heavily reshuffled this quarter.
What’s his next move?

#MichaelBurry #13F #ScionAsset

[I.am.Nakamoto @One_OneBillion]

BREAKING: Michael Burry / Scion Asset Management 13F update (Q3 2025)
Equity Portfolio (~$68M):
Top Holdings:
• $MOH Molina Healthcare — 35.11% (~$23.9M, 125k shares) NEW
• $LULU Lululemon — 26.11% (~$17.8M, 100k shares) +100% added

[I.am.Nakamoto @One_OneBillion]

• Exited previous holdings including $EL (Estée Lauder), $REGN, $UNH, $MELI, and others
Bearish Options (notional values):
• Massive $PLTR puts (5M shares) — dominant position
• $NVDA puts (1M shares)
• $PFE calls and $HAL calls also reported

[I.am.Nakamoto @One_OneBillion]

NEXT LEVEL

[The Assembly @InTheAssembly]

🚨 Leopold Aschenbrenner's 13F just dropped

Check this out, this is absolutely INSANE.

Every major name. All brand new this quarter:

SMH VanEck Semi ETF – $2.04B
NVDA – $1.57B
ORCL – $1.07B
AVGO – $1.01B
AMD – $969M
MU – $584M
TSM – $535M
ASML – $494M
INTC – $159M

Last quarter he held a $747M bullish call on Intel.

THIS QUARTER IT IS A PUT.

He also cut his CoreWeave call from $774M down to $141M

FULL EXITS:

Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8

What he kept and added:

The bitcoin miners turning themselves into AI data centers.

Applied Digital, Bitfarms, CleanSpark, IREN, Riot.

Plus a brand new stake in Hive Digital.

The thesis writes itself.

Long the companies pouring the concrete for the data centers. Short the chips going inside them.

The man who wrote the manifesto on AGI just bet against the semiconductors building it.

We’ve been in this game for a very long time, and when we make a new move, we’ll share it here.

Turn on notifications so you don’t miss the signal. This is VERY important.

Many people will regret not following us.

[I.am.Nakamoto @One_OneBillion]

The real bottleneck in 2026-2027 isn’t just chips — it’s power.

What do you call this setup? 🤷🏽‍♂️

[I.am.Nakamoto @One_OneBillion]

🚨 AI is about to devour more power than most countries — and these stocks are sitting right in the crosshairs.
The grid can’t keep up. Data centers need 24/7 reliable power. Here are 8 names under $20 that could explode from the coming energy supercycle:
Image: 👇

[I.am.Nakamoto @One_OneBillion]

BLDP – Ballard Power
Hydrogen fuel cells built for heavy-duty backup at massive facilities.
Every single one is cheap, positioned perfectly, and flying under the radar while the big money chases pure semiconductor plays.