T Roy

[Walker @WalkerFran80950]

$SMCI Not my thesis but it’s so well thought out I had to share this.

[Bilaal- BD investing @bdinvestingg]

5 ETFs Dominating AI, Power, Space & Robotics

$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.

$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.

$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.

$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.

$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.

$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.

$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.

[The Assembly @InTheAssembly]

Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026.

He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION.

This is where the most important company in the AI economy is putting its money.

Here’s the full list:

OpenAI: $30 billion

The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer.

GLW Corning: $3.2 billion
Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it.

IREN: $2.1 billion
AI cloud provider with one of the deepest power positions in North America.

MRVL Marvell: $2 billion
Custom networking chips that move data between GPUs at massive scale.

LITE Lumentum: $2 billion
Lasers and optical components for the fiber backbone of every AI data center.

COHR Coherent: $2 billion
Fiber optic transceivers that connect GPU clusters inside data centers.

CRWV CoreWeave: $2 billion
GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers.

NBIS Nebius: $2 billion
AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs.

Whatever Nvidia is buying is where the money is going next.

At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early.

Turn notifications on so you don’t miss our alerts. This is VERY important.

If you’re not following us yet, you will regret it later.

[Autopilot @joinautopilot]

The White House Asset Management Portfolio run by @unusual_whales just passed $3,000,000 in AUM

Up +32.6% since launch on 11/5/2025

Thesis: Tracks direct U.S. government financial exposure across public markets

Top holdings:
$INTC, $MP, $LAC, $ITA

See the full portfolio in the replied tweet

[Mike Investing @MrMikeInvesting]

The White House is quite literally telling you to buy these 5 sectors…

Rare Earths ~ $USAR, $MP, $CEG

Space ~ $RKLB, $PL, $ASTS, $LUNR

Chips ~ $AMZN, $AMD, $GOOGL, $TSM

AI Infrastructure ~ $CRWV, $NBIS, $ADUR, $CIFR

Defense ~ $ONDS, $PLTR

These names will squeeze over the next 8 months & make many rich.

Don’t miss out…

[T Roy @TroyLewis77]

@Mark_IKN Good news or bad?

[T Roy @TroyLewis77]

This is an incredible read\n That reaffirms a prosperous future for #westredlake $WRLG $WRLGF $WRLGF.V

[Shane Williams @minedeveloper]

https://t.co/LBZAMxKLsh

[T Roy @TroyLewis77]

@Chris65212739 @AllStreetsWolf @WestRedLakeGold Please!! Lets hope so..

[T Roy @TroyLewis77]

@AlliseeisAG @PeterSchiff What ad? And where did you see i?

[T Roy @TroyLewis77]

@AllStreetsWolf @WestRedLakeGold When will the stock price reflect all of this great news?
GDX UP 5+% WRLGF 0%..
$WRLGF $WRLG

[T Roy @TroyLewis77]

Q2 will be big!!
$WRLG

[Shane Williams @minedeveloper]

The team have done a fantastic job to access the final break through in our HG 4447 mining complex, setting up Q2 ! Lots of tons and high grade !

[T Roy @TroyLewis77]

@minedeveloper LETS GOOO!!!

[West Red Lake Gold Mines Ltd. @WestRedLakeGold]

The KE Report: "West Red Lake Gold Mines - Comprehensive Visual Exploration Update Of Targets At Both Madsen And Rowan"

"Will Robinson, VP of Exploration at West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins the KE Report for an expanded visual presentation on a number of underground and surface #exploration targets of focus at and near the Madsen Mine and Rowan Deposit, in the Red Lake district of Ontario, Canada."

Watch the full presentation here: https://t.co/l9de7Jy5Si

$WRLG $WRLG.v $WRLGF #westredlakegold #westredlake #gold #mining #goldmine #goldstocks #tsxv #otc #otcqx #goldstocks #wrlg #wrlgf

[T Roy @TroyLewis77]

Buried in this release

The Company also announces it has entered into a marketing agreement with Euro Pacific Asset Management on behalf of Peter Schiff to provide investor awareness and promotional services in connection with WRLG’s commercial production activities
$WRLG $WRLGF

[West Red Lake Gold Mines Ltd. @WestRedLakeGold]

News Release - Mar 17th 2026 - West Red Lake Gold Further De-Risks Fork Satellite Deposit with Successful Infill Drilling

West Red Lake Gold Mines is pleased to announce results from the infill drilling program at its 100% owned Fork Deposit located approximately 250 metres southwest from its Madsen Mine in the Red Lake Gold District of Northwestern Ontario, Canada.

$WRLG $WRLG.v $WRLGF

Shane Williams, President and CEO, stated, “Successful completion of the infill drilling program at Fork was an important step in de-risking this resource area ahead of a construction decision. The results of the drill program are very encouraging and further support the gold grade and vein continuity at Fork which will be necessary for efficient mine planning and any future extraction scenario. The engineering team at Madsen is already working on the initial mine design for this satellite area, and we look forward to continuing to evaluate this non-remnant, near surface opportunity which currently sits a mere 250 metres from our existing underground infrastructure.”

Read the full release here: https://t.co/nnIu8S2ojr

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#westredlakegold #westredlake #gold #mining #goldmine #goldstocks #tsxv #otc #otcqx #wrlg #wrlgf #madsen #newsrelease

[T Roy @TroyLewis77]

@AlphonsusOlieh Stocks tanking

[T Roy @TroyLewis77]

Great things are coming for this one!!
$UUUU

[Morgan Brennan @MorganLBrennan]

Uranium.

Energy Fuels owns the only fully licensed and operating conventional uranium processing facility in the US

$UUUU @CNBCWEX @CNBC
https://t.co/Xw1COrja6F

[T Roy @TroyLewis77]

@gogurtking @DerekBoberic Where are you hearing this from?

[T Roy @TroyLewis77]

@au_engineer @DerekBoberic What's missing?

[T Roy @TroyLewis77]

@DerekBoberic I completely agree!

[Jesse Cohen @JesseCohenInv]

Worth more than 10 fundamentals books: