Rune Capital

Calculated Trader ♟️
12+ years trading.
Macro • Energy • Semis • AI
Cross-market analysis
🇺🇸 🇦🇲

[Mandelbrot @Wild_Randomness]

$HPE

Looks ready to bust

[Ariel Hernandez @RealSimpleAriel]

Ideal scenario: we get a legitimate follow-through day this week.

Leadership comes from names like $CRWD, $PANW, $SNOW, $DDOG, $HPE, and $DELL, while mega caps, steel, industrials, and energy continue to show strength.

That gives the semiconductor group time to properly repair over the next few months instead of forcing a V-shaped recovery. If that happens, semis could be in a position to put together another meaningful leg higher later this year.

[Rune Capital @Rune_Capital]

@bubbleboi @pepemoonboy They just mad cause bad

[Rune Capital @Rune_Capital]

@bubbleboi $sndk crank you still win. Head up.

[Small Cap Snipa @SmallCapSnipa]

$MU is guiding $50 BILLION in revenue for next quarter

Be prepared for gigawatt-scale compute infrastructure to come online over the next 24 months

[Rune Capital @Rune_Capital]

@bubbleboi This post hurt my Peng bags.

[Rune Capital @Rune_Capital]

@matthew_sigel Selling Compute becoming the most profitable business in America.

[Rune Capital @Rune_Capital]

@SmallCapSnipa $cifr looks ready to double from here

[Citrini @citrini]

Hyperliquid.

[Rune Capital @Rune_Capital]

@bubbleboi @TrinkleWesley Best one

[Rune Capital @Rune_Capital]

@matthew_sigel Ex-Bitcoin miners pivoting to AI seem like they have such a leg up in this data center build out phase.

[Rune Capital @Rune_Capital]

@bubbleboi 🔥

[Rune Capital @Rune_Capital]

@Wild_Randomness Nice cup forming :)

[TBPN @tbpn]

How big can Hyperliquid get?

“Finance as a whole” - $HYPE CEO @chameleon_jeff

Hyperliquid

[Eric Rosengren @EricSRosengren]

Hyperliquid has an active market for many commodities, stocks, pre-ipo stocks, as well as crypto. The gold, silver, and oil markets have been active on weekends given the administration's tendency to make announcements over the weekend. 24-7 exchanges means 24-7 trading.

[Rune Capital @Rune_Capital]

@SmallCapSnipa Ex bitcoin miners pivoting to AI data centers are still so undervalued.

[Rune Capital @Rune_Capital]

@RealSimpleAriel @saylor Only thing good left in crypto is Hype

[Rune Capital @Rune_Capital]

@notthreadguy Only thing with relative strength in crypto seems to be Hype.

[Rune Capital @Rune_Capital]

@based16z Very different than 2017 haha

[Rune Capital @Rune_Capital]

My whole feed is $Hype coin. So I bought the hype today.