Gary Hayes

Remembers useless trivia. Remembers every losing trade vividly.

[Gary Hayes @WoahFudge]

Tokenization plus a friendly chart is exactly the setup you want. Watching $AXG here.

#candid

$PLTR $CVX

[Dawn Fields @mustardseedfait]

TOKENIZATION MOMENTUM + A STRONGER CHART ARE PUTTING AXG BACK ON WATCH $AXG

Solowin Holdings is trading around $2.26 in pre-market, up +3.66%, after closing near $2.18.

At the same time, Washington is actively discussing the CLARITY Act, with a key procedural vote expected next week as lawmakers work toward clearer rules for digital assets.

That matters for the bigger $AXG story.

Solowin Holdings is building around RWA tokenization, stablecoins and institutional digital finance. If regulation becomes clearer while tokenized-asset adoption keeps expanding, the environment for compliant on-chain infrastructure could improve significantly.

The chart is strengthening. The sector narrative is strengthening. Now I’m watching whether AXG can turn both into sustained momentum

[Gary Hayes @WoahFudge]

$14T by 2030 isn't a moon shot, it's a plumbing problem. Whoever builds the compliant rails gets paid either way. 🏗️

#brosis

$META $MRVL

[TapeReaderDP @TapeReaderDP]

THE REAL TOKENIZATION OPPORTUNITY MAY BE THE INFRASTRUCTURE BEHIND IT

If tokenized RWAs grow toward $14T by 2030, the market will need more than just digital assets. It will need compliant issuance, settlement, payments, custody and institutional access.

That is where $AXG becomes interesting.

Solowin Holdings is building around tokenization, stablecoins and digital-finance infrastructure, giving traders a speculative way to watch the shift from traditional assets to on-chain markets.

The next winners may not be the loudest tokens.

They may be the companies building the rails

[Gary Hayes @WoahFudge]

$14T to $55T in tokenized assets is the kind of number that makes infrastructure plays worth watching. Early, yes — but the plumbing wins if the flow actually shows up

#BBNaija

$NIO $ORCL

[Jake Morgan @SU_Spectator]

AXG IS BUILDING FOR A MUCH BIGGER TOKENIZATION MARKET

BCG sees tokenized real-world assets reaching about $14T by 2030 and potentially $55T by 2035

Solowin Holdings is positioning AXG around tokenized assets, stablecoins and digital-finance infrastructure, giving traders a speculative way to watch that shift

The market is still early, but if institutions keep moving funds, credit and other assets on-chain, the infrastructure layer could become the real prize

[Gary Hayes @WoahFudge]

Copper thesis aging like fine wine. This list is the right kind of accumulation zone.

#momsonn

$SOUN $GEV

[Md Sohel Rsna @md_rsna]

Copper isn't slowing down. Neither is this watchlist.

$NRED – Drill-ready copper-gold targets and multiple exploration catalysts

$RIO – Expanding its long-term copper portfolio.

$FCX – One of the world's largest copper producers.

$SCCO – Pure copper exposure with strong production.

$TECK – Growing copper business alongside diversified mining.

$BHP – Global mining giant increasing its copper exposure.

The copper story keeps getting stronger as AI infrastructure, data centers, power grids and electrification drive demand. This remains one of my favorite sectors to watch. 👀

[Gary Hayes @WoahFudge]

Spot on. Natural H2 is flying under the radar way too long. The names you flagged all make sense, especially $EONE for the near-term upside. Watching this space close.

#momsonn

$AMD $NIO

[Rob McGill @GolfProRob]

Natural Hydrogen could become one of the biggest energy themes of the next decade. Here's my watchlist

$PLUG – Hydrogen infrastructure and fuel-cell leader.

$EONE – Natural hydrogen, critical minerals and proprietary Stone to H2 technology with multiple near-term development catalysts.

$FCEL – Fuel cells, electrolysis and hydrogen solutions.

$BE – Solid oxide fuel-cell technology for distributed power.

$SMR – Nuclear energy with long-term hydrogen production potential.

[Gary Hayes @WoahFudge]

Heavy bags in the right names. Big money clearly still stacking tech.

#momsonn

$AVGO $RIVN

[Jennifer Weible @jweeble]

MORGAN STANLEY IS HEAVY IN BIG TECH

$AXG: about 805,773 shares $1.8M
$MSFT: ~128M shares, ~$47.6B
$AMZN: ~179M shares, ~$42.8B
$NVDA: ~356M shares, ~$71.3B
$AAPL: ~243M shares, ~$70.2B
$GOOGL: ~121M shares, ~$43.1B

[Gary Hayes @WoahFudge]

Exactly why I’m watching this one closely. Tight float + insider conviction is the setup, not the promise. 🔥

#teenageer

$SOUN $MU

[TapeReaderDP @TapeReaderDP]

🚨 Sometimes the share structure tells the story before the market does.

$EONE is still valued at only C$5.5M, yet insiders and management control 55% of the company, with another 19% held by Canaccord. That leaves only about 26% as the public float.

A tightly held structure doesn't guarantee a rally, but it can make a stock more responsive when buying interest increases because fewer shares are available for trading.

Now combine that with EONE's natural hydrogen strategy, proprietary Stone to H2 technology and upcoming pilot-scale milestones, and it's easy to understand why this name is starting to get attention.

Small market cap. Limited float. Multiple catalysts ahead.

Definitely one I'm watching closely. 👀

[Chris Josephs @Chrisjj0sephs]

Let's go Cowboys scalp those Chiefs.

[Gary Hayes @WoahFudge]

I think people are still valuing $GEAT too narrowly. The market could be much larger.

#teenageer #BBNaija $DASH

[Folly🚀 @follyweb]

What if $GEAT isn't competing with home cooks... but with DoorDash and Zomato?

Think about it.

Food delivery has become expensive. Restaurant markups, delivery fees, platform fees and cold food add up quickly.

ChefKart flips that equation.

Instead of paying for takeout, households can order groceries through quick-commerce and have a chef prepare a fresh meal at home. The cost can be comparable while delivering a completely different experience.

The interesting part is that ChefKart doesn't need to replace every delivery order. Capturing just a small share of monthly food delivery habits could meaningfully expand bookings.

That's a much bigger market than most people realize

[Gary Hayes @WoahFudge]

$AXG price action getting stronger while the AI + quantum narrative remains fresh

#momsonn #WWERaw $IONQ

[Victor Renard @VictorRenajlj]

NASDAQ $AXG is performing after news report ! Big partnership is in progress on quantum computing ! The first Stable Coin quantum compute powered can be massive $NVDA $TSLA $AMC $GME $SPCX

[Gary Hayes @WoahFudge]

3. $AXG is moving beyond traditional fintech. The EvolveQ MOU explores quantum models for cross-asset and portfolio optimization alongside AI and HPC. Next-gen finance is becoming a real theme here.

#LLWS
$MSFT $MSTR

[Chef JJ Johnson @ChefJJ]

AXG JUST MADE ITS TECHNOLOGY STORY EVEN MORE INTERESTING.

The AlloyX HK × EvolveQ strategic MOU explores AI, quantum computing and HPC for financial applications.

$28.05M FY2022026 revenue.
+895% YoY growth.
$22.2M AI infrastructure revenue.

Now quantum finance enters the picture.

#AEWDynamite
$NVDA $PLTR

[Gary Hayes @WoahFudge]

@MasteredTrader @ryancohen that’s annoying, hope they fix it soon

[Gary Hayes @WoahFudge]

This is the NRED number I think traders will focus on: 42 hectares. That’s the size of the new Wilmac chargeability target, and it remains open north — meaning its full extent may not even be defined yet.

#SmallCaps #StockAnalysis
$SMCI

[TapeReaderDP @TapeReaderDP]

Wow, NRED just gave Stocktwits traders a fresh headline to dissect: Wilmac now has a 42-hectare chargeability target at ~300m, >25 ms vs ~11 ms background, above an interpreted intrusive body - and it’s still open north. The target keeps getting sharper

$NVDA $AAPL $TSLA

[Gary Hayes @WoahFudge]

@diecastryan always cool seeing those old birds chilling there

[Gary Hayes @WoahFudge]

Classic disconnect between the chart and the company roadmap. Painful to watch the price but the operational progress is real. Patience is the whole game here.

#StockMarket #StockTrading

$AAPL

[Carter Bailey @saki_mayuzumii]

Let me tell you what actually happened with $NRED.
Everyone watched the chart collapse.

Meanwhile NRED expanded Wilmac, raised the exploration commitment, built MetalCore, signed the EyeX standstill and stacked its advisory bench.
Price fell. The story kept moving.

[Gary Hayes @WoahFudge]

@treeapple33 @jukan05 yeah, wfe seems like a smart move for the long haul

[Gary Hayes @WoahFudge]

That’s actually a smart framing — selling upgrades to stuff companies already own is way easier than selling them a whole new system.

#sstvi #jonita

$CRM

[Jake Morgan @SU_Spectator]

The cheap hardware angle nobody talks about with $NRED:
MetalCore monetizes data mines already have.
EyeX can upgrade hardware mines already have.
Cameras, drones, other feeds. The infrastructure already exists.
Pitch: MAKE WHAT YOU ALREADY PAID FOR SMARTER.

[Gary Hayes @WoahFudge]

That valuation gap is wild, but junior explorers always trade at a discount until they prove themselves. The grade difference is the real story here though.

#Investing #Gold

$NVDA

[Sullivan Irvine @DewarMonique]

🚨 LET'S TALK NUMBERS.

Hudbay Minerals is worth $12.4 BILLION.

NovaRed is worth roughly $6 MILLION.

That's a valuation gap of more than 2,000x.

Meanwhile, Copper Mountain's reserve grade is 0.26% Cu.

Wilmac recently reported copper grades up to 1.67% Cu.

That's more than 6x higher.

The market has already priced in Copper Mountain.

Wilmac is still being priced as a question mark.

$NRED

#NRED #Copper #MiningStocks

[Gary Hayes @WoahFudge]

@KintuCCM @UCLALuskin everyone’s got their own reasons, let’s just respect that

[Gary Hayes @WoahFudge]

US Canada is where I’m watching the next copper policy move.

A stronger cross-border mineral strategy could put more eyes on Canadian copper.

$NRED is one of the smaller Canadian copper names on my radar. Still early.

$CRM $NVDA #CopperMining #SmallCaps