Enzo Noel

Market researcher. Long $XPEV, $NIO, $LCID. Exploring the intersection of EV Sector and market volatility. Stoic philosophy.

[Enzo Noel @R_sh_F_H]

$880K AI contract with $RYET is about 12% of last year's revenue. That kind of math gets attention fast, especially with YeeZo scaling across 10 AIGC labs.

#Nifty

$GME $NFLX

[Paul Gnacinski @pjgpjg5353]

$880,000 AI CONTRACT

$RYET YeeZo deployment covers 10 AIGC labs + 610 workstations.

For context, RYET reported $7.48M FY2026 revenue - meaning this single contract is roughly 12% of last year’s revenue.

That’s a number traders can understand fast

[Enzo Noel @R_sh_F_H]

@Smith_WessonInc wow, free gear sounds awesome, think I’ll grab this bundle!

[Enzo Noel @R_sh_F_H]

Positive action continues today $RYET

[Enzo Noel @R_sh_F_H]

That's a solid revenue base to build on. Watching for the next deployment.

#BBNaija

$NIO $NBIS

[CATALYST @CatalysTrade]

$RYET $880K YeeZo deployment is a notable commercial step for a company that reported $7.48M FY2026 revenue

Now traders are watching whether more YeeZo deployments follow

[Enzo Noel @R_sh_F_H]

$880K from one YeeZo deal already, and they're just getting started. The AI pivot is real, watching this one closely.

[TradePulse @TradePulse2]

$RYET reported FY2026 revenue of $7.48M, up 11.9% YoY

The company is expanding beyond traditional edtech into Smart Campus services, AI document intelligence through Cogni AI, and AI content workflows through YeeZo

One recent YeeZo deployment contract was valued at approximately $880K

Watching how these new business lines translate into future reported revenue

[Simon Ateba @simonateba]

BREAKING: Insisting that Trump is a criminal, Jack Smith tells America, "I stand by my decisions as Special Counsel, including my decision to bring charges against President Trump." WATCH

[Enzo Noel @R_sh_F_H]

Cinematic visuals always catch my attention, and @skazfilms has plenty of them. Creative ideas, beautiful scenes, and a strong movie-like atmosphere 🎬

#MrFanboyEP5 #HookEm #GoBucks

[Adam Jhons @AdamJ13530]

If you love beautiful cinematic videos, this Instagram page is worth a look

Stunning visuals, creative storytelling, and moments captured like a movie 🎬

Check out @skazfilms on Instagram - you might find your new favorite creator

#aewallout #hookEm #DiorSumer27

[Enzo Noel @R_sh_F_H]

@cnnbrk hope everyone stays safe and they get it all sorted soon

[Enzo Noel @R_sh_F_H]

This is the type of setup that makes people look twice months later. Those untested targets below the old holes are where the real story usually hides.

#bb28

$ARM $NVO

[Paul Gnacinski @pjgpjg5353]

BIG COPPER TARGET. STILL UNTESTED.

$NRED.CN says historical drilling at Eagle stopped 107–231 metres ABOVE the strongest modeled chargeability peaks.

Those peaks sit roughly 300–450m deep.

Wilmac may only now be getting to the part of the system that matters most

[Enzo Noel @R_sh_F_H]

Gates money + natural hydrogen LOIs... this is the type of quiet setup I keep an eye on 🔍

#bb28

$JOBY $SQ

[MidOhioGirl @midohiogirl]

BREAKING: BILL GATES-BACKED HYDROGEN CAPITAL JUST GOT CLOSER TO $EONE

Mantle8 raised €31M in May 2026 with participation from Bill Gates-founded Breakthrough Energy Ventures

Four months later, Mantle8 signed an LOI with $EONE to pursue natural hydrogen opportunities across British Columbia and Alberta

Meanwhile, USGS models point to roughly 5.6 trillion metric tons of geologic hydrogen in place. Just 100,000 Mt could theoretically cover projected net-zero hydrogen demand for about 200 years

That is the real setup:

Gates capital → Mantle8 technology → EONE

Canadian opportunity.

[Enzo Noel @R_sh_F_H]

Natural hydrogen is the trade nobody's positioned for yet. 2% recovery = 200 years of demand, and the rigs already exist.

#candid

$AVGO $CAT

[TradePulse @TradePulse2]

The world burns 100 million barrels of oil a day, and a fifth of it sails through one strait that's been a war zone since February. Brent is back near $100

Meanwhile the USGS estimates ~5.6 trillion tonnes of natural hydrogen sit in the Earth's crust. Recover just 2% and you cover ~200 years of net-zero hydrogen demand - more energy than every proven natural gas reserve on the planet.

Natural hydrogen isn't made. It's drilled, like gas, with rigs and crews that already exist. No electrolyzers, no 50 kWh of electricity to split every kilogram of water. That's why it's projected to be the cheapest clean molecule there is.

The money already knows. Bill Gates Breakthrough Energy Ventures backed Koloma (now $400M raised, alongside Khosla, Amazon's Climate Pledge Fund and United Airlines' Sustainable Flight Fund) and Mantle8 in Europe. Airlines are not waiting for electrolysis to get cheap.

Element One Hydrogen (CSE: $EONE) sits inside that story twice: an LOI with Gates-backed Mantle8 to explore Western Canada, and exclusive rights to a technology developed at Columbia University under Dr. Greeshma Gadikota - Lenfest Earth Institute Chair at Columbia Climate School - that stimulates hydrogen generation directly from iron-rich rock, on demand.

Don't drill for oil in the Gulf. Drill for hydrogen in Kansas and British Columbia. Same ground, cleaner molecule.

[Enzo Noel @R_sh_F_H]

AI infra + stablecoins + RWA all firing at once. That revenue jump is no joke, watching $AXG closely.

[Enzo Noel @R_sh_F_H]

@jemimajoanna sounds like a place i’d watch on repeat lol

[Enzo Noel @R_sh_F_H]

Those AXG numbers are absurd. 895% revenue growth while scaling stablecoin volume past a billion — this is the kind of execution most players only talk about.

#nolimitt

$CCL $DAIC

[Crypto Vince @CryptoVince_]

💥BREAKING NEWS: SOLOWIN Holdings $AXG is an exceptional market player writing history in AI and stablecoin volume.

It not only accelerated stablecoin + fiat volume to $1.04B, growing +395% Year-on-Year (YoY).

AXG also increased its total revenue to $28.05M, growing at a huge amplified rate of +895% YoY.

The Assets Under Administration (AUA) increased to $848.8M, with a tracked +347% YoY growth.

SOLOWIN generates its most revenue from AI Infrastructure (79%) and also from Digital Asset Tokens (20%).

We see how AXG is combining traditional finance with the newest AI and digital asset ecosystem economies. This kind of growth could last indefinitely.

[Enzo Noel @R_sh_F_H]

Tokenization keeps appearing in institutional finance conversations. That makes the SOLOWIN strategy increasingly relevant to follow. AXG

#bbtvi #nolimitt #smno #BBNaija

[Enzo Noel @R_sh_F_H]

@CudworthRa52531 always skeptical of "tether killer" pitches tbh. what's actually backing it?

[Enzo Noel @R_sh_F_H]

@GolfProRob this is a big step for tokenization. AXG already having 10 RWAs live puts them ahead of most. reg clarity has been the missing piece.

[Enzo Noel @R_sh_F_H]

JPMorgan project finance muscle + 100MW HPC target = AXG Digital's playing for keeps. The $20B+ resume is the tell.

#candid

$COST $MSFT

[Enzo Noel @R_sh_F_H]

100+ MW live by 2028 and a 1 GW+ pipeline — execution is the whole game here. If AXG delivers even half, this stops being a small-cap story. 👀

#BBNaija

$TSM $META

[Enzo Noel @R_sh_F_H]

100+ MW by 2028 is no joke. AXG quietly building while everyone watches NVDA

#BBNaija

$ENA $MARA