Pikajew

[Pikajew @PikachuJew]

@switchstock

[Pikajew @PikachuJew]

@KrisPatel99 Based off what? There’s zero indication for this

[Pikajew @PikachuJew]

@AriFleischer You people sound retarded

[Pikajew @PikachuJew]

@hamids It also has to with South Korea- talk of taxing unrealized gains

[amit @amitisinvesting]

Bought $PLTR $AMZN $AVGO $SHOP

$PLTR — $119.50
$AMZN — $234.68
$AVGO — $394.60
$SHOP — $107.79

$AVGO is the only new position as it’s taken a nice tumble after earnings on a lack of guidance raise, would ideally like $330 or below to establish a larger position.

The rest are all names that I feel are cheap but the market would like to have them cheaper 🤷‍♂️

[KC Trades @KCTrades777]

Last 2 tonight, $RGTI and $RKT

$RGTI daily trend line support at the 50 day

GEX and VEX go crazy for this 30 node!

$RKT weekly wedge break potentially here

16 looking like a good first target above.

[Pikajew @PikachuJew]

@aakashgupta What AI products would you recommend an accountant learn

[Pikajew @PikachuJew]

@marklevinshow This makes you a hypocrite.

[Leopold Stock Tracker @LeopoldATracker]

9 AI Infrastructure Bottlenecks That Could Define the Next 5–10 Years

The biggest investment opportunities in AI for retail investors may not come solely from the companies building the most advanced models.

Many of the leading AI developers, such as OpenAI and Anthropic, remain private, limiting direct participation for most retail investors.

However, the companies building the infrastructure that enables AI to scale are largely public and presents some of the most compelling investment opportunities within the AI ecosystem.

As AI adoption accelerates, these are the 9 infrastructure bottlenecks I believe could define the next phase of growth:

1. Power Infrastructure

AI's growth is increasingly constrained by access to reliable and scalable power.

The future of AI will require massive investments in energy generation, transmission, and grid modernization.

The Electricity Bottleneck:

$VST — VISTRA

$TE — T1 ENERGY

$CEG — CONSTELLATION ENERGY

$TLN — TALEN ENERGY

$BE — BLOOM ENERGY

[Acyn @Acyn]

CNN montage of Trump bashing the JCPOA and releasing any money to Iran:

I would have never given him back the money. I would have said, the money is off the table. Let's start negotiating. And you know what? I would have won that negotiation

[The Misfit Patriot @misfitpatriot_]

Hey Ana, just waiting for your thoughts on the rape gang report.

Thanks a bunch, you’re a peach 😊 https://t.co/aL2Jo0p5oi

[Peak Hobby @PeakHobby]

Disney Lorcana sets beyond Iconics

Now that the supply of sets with Iconics (Whispers in the Well, Winterspell, and Wilds Unknown) has dried up at MSRP, there are a few sets with beautiful Enchanteds that are under MSRP that should be worth your consideration. Additionally, they are less likely to be reprinted

Top Enchanteds: Reign of Jafar includes 2 top song cards in Into the Unknown and It Means No Worries as well as Bambi, Jasmine, Rapunzel, and Mushu. Shimmering Skies includes the huge Mufasa card, Olafa, Snow White, You're Welcome, and Donald Duck. Archazia's Island has the Frozen kids, Aurora, Tomatoa, Mickey, and Belle

1. Reign of Jafar
Booster Box $130 (Amzn): https://t.co/CPkjHXe7FU
Trove $47 (Amzn): https://t.co/OCMU0boEay
Booster Box $196 (TCGPlayer): https://t.co/YbalMQ0V6m
Trove $50 (TCGPlayer): https://t.co/YbalMQ0V6m

2. Shimmering Skies
Booster Box $140 (Amzn): https://t.co/TWwBFqr8nt
Trove $85 (Amzn): https://t.co/90GogbGFYG
Trove $50 (TCGPlayer): https://t.co/YbalMQ0V6m
Booster Box $155 (TCGPlayer): https://t.co/YbalMQ0V6m

3. Archazia's Island
Booster Box $115 (Amzn): https://t.co/hYX4WKQr1W
Trove $49 (Amzn) https://t.co/wcWC3zP8cD
Booster Box $110 (TCGPlayer): https://t.co/YbalMQ0V6m
Trove $40 (TCGPlayer): https://t.co/YbalMQ0V6m

[Pikajew @PikachuJew]

@IsraelIDFend @jewishstudent1 lol so because a “rabbi” made something up it must be true

[Paradis Labs @ParadisLabs]

Equal-weight “Neocloud” ETF:

1. $GLXY
2. $WULF
3. $CIFR
4. $APLD

These were the most compelling to me based on four metrics:

1. Counterparty quality (likelihood of cashflows)
2. Secured -> Energized gap & schedule (when does it start paying?)
3. EV / Total Secured MW
4. Balance sheet capacity

It's very hard to pick a clear sector winner since every name ranks differently:

> WULF are top for the Secured -> Energized schedule but have the weakest balance sheet.

> Similarly, GLXY has the best balance sheet w/ low dilution risk, but they have some counterparty risk due to 100% concentration on $CRWV.

> Then you've got $APLD who built around their CoreWeave exposure w/ a more diversified book now i.e. 200 MW hypserscaler agreements.

That's basically the reasoning for constructing an ETF.

Then looking into H2'26 and 2027+, my thinking is that the sector should continue to outperform since lease revenue flows around then. Which is where the cash flow becomes contracted + longer-dated, which warrants AI infra multiples rather than lower miner multiples.

Will be fun to track how the ETF performs over time though (dollar amount is for illustrative purposes only).

Disclosure:

The ETF forms a fairly small portion of my wider portfolio given how violent the betas are.

If we see significant dips (>10%) then I'll buy more, if not, I'll let it compound. If I need cash for more compelling/higher conviction buys (e.g. a $SNDK / $MU dip), then I'll likely trim the ETF.

[Pikajew @PikachuJew]

@IsraelIDFend @jewishstudent1 There’s nothing Jewish about it he’s not Jewish

[Pikajew @PikachuJew]

@pelositracker Trump saying it’s fake is not a confirmation he could just as well be lying as he has done MANY times in the past

[Pikajew @PikachuJew]

@patrickbetdavid @realDonaldTrump It’s actually kinda wild how sycophantic you are

[Pikajew @PikachuJew]

@MeidasTouch There’s been countless seismic scandals