Christopher Hernandez

Seeking non-consensus opportunities in plain sight.

[Special Competitive Studies Project @scsp_ai]

Frontier US models outperform China's on paper. But most of the world isn't using them.

SCSP's David Lin explains why: for most countries, especially the Global South, "good enough is good enough," and China's open-weight models like Kimi and DeepSeek are free, accessible, and everywhere.

"There's still no one-to-one US open-weight model to compete with Kimi or DeepSeek. That's a huge open market China is winning by default."

#AI #China #NationalSecurity

[Alexander Benz @alexanderbenz]

@rileybrown honestly for multi-file stuff the model swap mid-task still trips us up more than the tool itself

[Sally Goldenberg @SallyGold]

NEW: The push for open primaries in NYC, which @ZohranKMamdani opposes, has the support of Emma Bloomberg. Her data company is providing info to the group agitating for the change. @MikeBloomberg has long supported open primaries. W/ @JeffCMays

https://t.co/jggp0Of40o

[Christopher Hernandez @Priihcavalcant]

@queens_parents 54 million sounds insane for that, smh

[Matt @thesniffpatrol]

@DDuggan21 The ball often is knuckling and it can be easier to punch out instead of possibly mishandling.

[Wimar.X @DefiWimar]

I'm not this kinda analysis believer... but

July 1998 → -23.71%
July 2002 → -32.41%
July 2006 → -9.60%
July 2010 → -18.94%
July 2014 → -11.05%
July 2018 → -19.27%
July 2022 → -19.92%
July 2026 → -**.**%

bookmark this post to compare later 🔖

[ardizor 🧙‍♂️ @ardizor]

$69K IS WHERE THIS TRADE BEGINS

Descending channel breakout is loading and I'm not touching it until price reaches my level

Entry: $69K
Take Profit: $58K / $48K
Stop Loss: $78K

Limit orders placed the market comes to me, not the other way around

[Christopher Hernandez @Priihcavalcant]

Alright, I found something weird in this setup: recycling can extend supply, but it can’t create a single new deposit. That gap is why NRED deserves a closer look-the post hides the detail that changes the context.

$ETH $Z $BTC $TSLA
#omegle #nolimits

[Ivy Reed @SUNIL935]

⚡ COPPER SCRAP IMPORTS ARE SURGING.

China imported 210,900 tonnes of copper scrap in June, another sign that every available source of copper is becoming increasingly valuable.

Recycling helps extend supply, but it doesn't create new deposits.

With new mines often taking well over a decade to develop, exploration today could shape tomorrow's supply.

NRED is taking a technology-first approach through MetalCore, combining 2.7M+ geoscience data points, 10 AI models, and a team of 86 experts to identify copper targets faster across its Canadian projects.

The world doesn't just need more copper.

It needs new discoveries.

Trade your own plan.

$VICR $RLAY $LQDA $AVGO

[Christopher Hernandez @Priihcavalcant]

Had your coffee yet? Good, because 86 experts behind a copper platform is not the profile I expected. NRED looks sleepy until you ask what all that expertise is actually targeting.

$APPL $Z $BTC $TSLA
#nolimits #omegle

[Ivy Reed @SUNIL935]

⚡ COPPER SCRAP IMPORTS ARE SURGING.

China imported 210,900 tonnes of copper scrap in June, another sign that every available source of copper is becoming increasingly valuable.

Recycling helps extend supply, but it doesn't create new deposits.

With new mines often taking well over a decade to develop, exploration today could shape tomorrow's supply.

NRED is taking a technology-first approach through MetalCore, combining 2.7M+ geoscience data points, 10 AI models, and a team of 86 experts to identify copper targets faster across its Canadian projects.

The world doesn't just need more copper.

It needs new discoveries.

Trade your own plan.

$VICR $RLAY $LQDA $AVGO

[Midas @DeFiMidas]

🚨BREAKING:

JAPAN OFFICIALLY INTRODUCES ITS VERSION OF THE CLARITY ACT

THE BILL RECOGNIZES CRYPTO AS A FINANCIAL ASSET AND ALLOWS BANKS TO HOLD IT

IT WOULD ALSO CUT CRYPTO TAXES FROM 55% TO 20%

[Shelpid.WI3M @Shelpid_WI3M]

🚨IT'S ALREADY HAPPENED BEFORE

This isn't a theory. It's a pattern that stretches back a century one Wall Street is quietly hoping you're too hyped to notice.

Every era has its era-defining IPO. The listing so big, so exciting, that everyone swears it proves the future is limitless. Goldman. Intel. AT&T. Each one felt like the chance of a lifetime. And each one arrived at the exact moment the market ran out of fuel followed by a collapse of roughly 60%.

The names change. The outcome doesn't. The biggest IPO always seems to land right at the top.

Probably nothing.

Here's the mechanical reason almost nobody talks about.

A trillion-dollar listing doesn't materialize out of thin air. It needs buyers, buyers need cash and right now, cash on the sidelines is sitting near the same historic lows it hit before the last major unwind.

So where does the money actually come from?

Funds have to sell what they already own to make room. JPMorgan estimates that to absorb SpaceX at a $2 trillion valuation, passive funds may have to offload around $95 billion of the eight largest tech stocks just to rebalance.

That's ~$95 billion in forced selling hitting the tape at the exact moment retail is sprinting in to buy. And the smart money already started hedge funds were dumping big tech in the days before the IPO even opened.

Sit with what that does to the market.

Now, here's what I'm not saying. SpaceX isn't a bad company. It might be one of the most important ever built. But the best company and the best trade are two completely different things.

The market doesn't care about the mission. It cares about the math. And the math right now looks nearly identical to every major top in history.

SpaceX might not be the exact peak. But history is screaming that we're standing very close to one.

The only question is whether you're paying attention or too busy celebrating to hear it.

I called the October top while everyone screamed "new ATH." I've been ahead of every major breakdown since. The next one is setting up right now and when it triggers, I'll post it here first, before it ever hits the headlines.

Follow and turn notifications on now. Next week, this is the account you'll wish you'd been following all along.

[Christopher Hernandez @Priihcavalcant]

COPPER MARKET IS HEATING UP

China's imported copper premiums just climbed to the highest level of the year, meaning buyers are paying more to secure physical copper immediately.

That usually happens when supply becomes tight and available metal gets harder to find.

NRED already controls 39,726 acres, has 3 drill-ready targets, and built 4.1M+ geological records before drilling. I think this macro backdrop could increase interest in quality copper explorers.

I see NRED reaching C$2.40 over time.

$MU $CHRN $WDC $LITE

[Coinvo Trading @CoinvoTrading]

$RKLB is entering the greatest zone of this entire cycle.

Unfortunately, the $SPCX IPO ruined the entire sector and the sentiment is at an all-time low.

Soon enough, people will realize that space is more than just SpaceX.

Retail shaken, sentiment gone, nobody is left.

That's the opportunity.

[Wall Street Gold @WSBGold]

🚨 Silver’s 45 Year Setup Is Being Tested Right Now

https://t.co/fPScEJHjBJ

[Christopher Hernandez @Priihcavalcant]

THIS ISN'T RANDOM:
I don't believe companies attract advisors like Kristi L. Noem by accident.

• Former U.S. Secretary of Homeland Security

• Former Governor and member of Congress

• Now advising NRED as critical minerals become

increasingly strategic
Meanwhile, the company has 3 drill-ready targets, 4.1M+ geological records, and 1.5M geochemical samples. That's why I'm staying patient with this story.

$INTC $MU $SMCI $TSM

[Creator @CyrenaGuyot]

HIS WIFE WORKS AT ANTHROPIC!! 🚨🚨🚨 HE IS ABOUT TO DO IT AGAIN AND AGAIN

LEOPOLD ASCHENBRENNER, THE GUY WHO MADE $20B IN 1 YEAR, OPENED NEW SHORTS:

$INTC: $180 MILLION SHORT
$NVDA: $1.66 BILLION SHORT
$AVGO: $1.29 BILLION SHORT
$MU: $686 MILLION SHORT

THIS MAN TURNED $225M INTO $20 BILLION AT JUST 24 YEARS OLD

HE DEFINITELY KNOWS SOMETHING...

[Wall Street Gold @WSBGold]

US MINT LIBERTY BELL GOLD AND SILVER SELL OUT 🚨

Yesterday, all three Freedom Ringing Liberty Bell releases sold out within minutes.

Gold was priced as high as $19,600 per ounce, while silver worked out to $1,500 per ounce.

The Liberty Bell gold coins are now back in stock, but the Liberty Bell silver medal remains sold out.

[Christopher Hernandez @Priihcavalcant]

The headline looked boring. The Stock setup did not. NRED signed a standstill with EyeX while continuing work across 3 drill-ready targets. Coincidence-or strategy?

#BigBrother #TejRan #Rashmer RKLB RGTI IONQ SOUN

[Ivy Reed @SUNIL935]

BREAKING: $NRED JUST ADDED ANOTHER AI ANGLE TO THE STORY. Most junior miners talk about drilling. NRED is talking about expanding its technology stack.

The company signed a 30-day standstill agreement with EyeX while continuing to advance 39,726 acres and 3 drill-ready targets.

I like seeing management build long-term value before the next exploration catalyst arrives. That's exactly why I'm watching NRED.

$MSTR $HOOD $RGTI $IONQ

[Tiffany Gillispie @TiffanyGillisp1]

Before the crowd feels safe again, I’ll say this once.
The winners will be the investors who recognize which stories are still improving.

My watchlist:
$MU (Micron) → $853 Strong Buy
$MRVL (Marvell) → $188 Strong Buy
$NVDA (Nvidia) → $207 Strong Buy
$CRWV (CoreWeave) → $73 Strong Buy
$CRDO (Credo Technology) → $208 Must buy
$APLD (Applied Digital) → $26 Must buy
$IREN (IREN) → $35 Must buy
$RKLB (Rocket Lab) → $67 Must buy

The market is giving investors another chance.

Are you buying the fear, or waiting until everyone feels safe again?

[Wall Street Gold @WSBGold]

SILVER BACK IN THE GREEN AT $56.25 🚨

Silver has erased its earlier losses after bouncing sharply from the $55 zone.

Beat the market! 📈 Join our Substack. https://t.co/5LfxVMEuLh