Elias Marshall

Betting on the future. $NUAI, $HYPE, $WULF

[Elias Marshall @_eliasmarshall]

https://t.co/5HGEHnK0BK

[Elias Marshall @_eliasmarshall]

@callmemerl9223 I would like to see the deal happen before the end of August

[Elias Marshall @_eliasmarshall]

Now 82% $NUAI. Position secured. Now we wait.

[Elias Marshall @_eliasmarshall]

Currently holding:

73.0% $NUAI
18.3% $PURR
6.5% hyperliquid:native
2.2% Other

[Ryan Watkins @RyanWatkins_]

Hyperliquid single-name equity volumes just hit a new ATH of $2.4B today.

The best part is that much of the volume is coming after hours following $MU's blow out Q3'26 earnings.

@tradexyz continues to make magic happen with HIP-3.

[Elias Marshall @_eliasmarshall]

@MoneyPrinter0x The prophet has spoken

[Elias Marshall @_eliasmarshall]

@marketplunger1 What are you monitoring other than the index? Here's what I have.

[Brandon Beylo @marketplunger1]

XBI has outperformed the Qs by 20% since the start of the month.

And we are still so early IMO.

The rotation/re-rate in healthcare and biotech will be insane.

[◢ @joemccann]

This why the chatter about “rate hikes” is nonsense

[Capital Flows @Globalflows]

The long end is telling you that the Fed is being to restrictive

This is why the curve is flattening right now

Is this causing liquidity to contract? Clearly not enough if the Russell and low quality are bidding on the day

Again, people just don't get how much money is getting issued into the system right now

None of this will end well but first we melt up MUCH higher

More on this in the livestream today in 2 hours. ill link it below

[Elias Marshall @_eliasmarshall]

@sunxliao $WULF and $NUAI are generational companies. Perfect barbell.

[Elias Marshall @_eliasmarshall]

$ARKG up 7% when the rest of one of my portfolios is red.

Is the Biotech rotation beginning?

[Elias Marshall @_eliasmarshall]

@KobeissiLetter Victory lap

[Elias Marshall @_eliasmarshall]

https://t.co/qAG5xF3Oh8

[Elias Marshall @_eliasmarshall]

@Kalshi We should probably vote Liberal one more time though… Just to be sure…

[Jesse @Jesse_Investing]

The market thinks @Microsoft + @Chevron is a Microsoft story.

It’s a $NUAI validation story. Same blueprint, point for point. One just got underwritten by the largest software company on earth for $7B.

→ Same basin: Permian. Kilby sits near Pecos, TCDC in Ector County. Same stranded-gas geology.

→ Same fuel: associated gas that would otherwise be flared, turned into near-free power. NUAI’s Waha thesis, ratified by the supermajor that produces the molecules.

→ Same structure: off-grid, on-site
generation, zero ERCOT exposure. Not a fallback. The deliberate choice of the biggest buyer in the world.

→ Same revenue model: a 20-year hyperscaler PPA. The exact contract NUAI is built to sign.

→ Same build: phased, modular, scaling toward a gigawatt.

→ Same deal shape: energy developer + capital partner + hyperscaler offtaker. Chevron / Engine No. 1 / Microsoft mirrors developer / Apollo + Macquarie / hyperscaler.

→ Same moat: time to power. Off-grid skips the 2 to 3 year ERCOT queue, just as Texas tightens the screws on everyone still stuck in it.

Every operational decision NUAI made, Microsoft and Chevron just ratified at 10x the scale with $7B of conviction.
The structure was the entire risk. The structure is now investment-grade.

$NUAI $MSFT $CVX

[CryptoCondom @crypto_condom]

Biotech growth is the nature progression of the looksmaxxing trend is a healthmaxxing trend.
In short, there is no reason to be wealthy if you cant live longer and look better. AI data crunching, and eventually quantum, will help accelerate proteonomics, geonomics and cell therapies to make fatal disease chronic illnesses and some types of neoplasia detectible before they ever become metastatic or, potentially, even malignant.

[Anthony Napolitano @iTzAnthonyNap]

Let’s just say these $WULF Kentucky sites are much bigger than originally expected❗️

And it looks like additional power has already been secured at the Justified data center ⚡️

Wouldn’t be surprised to see an announcement in the next few days 👀

[Hyperliquid News @HyperliquidNews]

Outcome Markets have generated more than $250M in trading volume since their launch on May 2.

https://t.co/uCJVg6bVo9

[Elias Marshall @_eliasmarshall]

@dschamis @TheCinesthetic Time for a Hip-4 market on the Winds of Winter release date.

[Brandon Beylo @marketplunger1]

Here's one of the most fascinating ratio charts nobody's really looking at.

Biotech (XBI) to Nasdaq (QQQ).

We're approaching a 3YR inverse H&S base.

The biotech/healthcare rotation will be insane.

$XBI

[Capital Flows @Globalflows]

Call open interest continues to rise in $PURR

I still believe we are building the mechanics and flows for a significant gamma squeeze which would be the cherry on top of the trade I have been laying out

$PURR continues to be my largest position

If anything changes, I will publish a report on my website with it

[₿itcoin ₿utcher 🥩 🐑 🐷 @bitcoinbutcher1]

https://t.co/9oqnD2bdLA