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I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My July advice 6th:
$AAPL (Apple) — Don’t buy
$SNDK (SanDisk) — Don’t buy
$META (Meta Platforms) — Don’t buy
$INTC (Intel) — Buy at $113–$118
$NVDA (NVIDIA) — Buy at $180–$188
$MU (Micron Technologys) — Buy at $965–$970
$MRVL (Marvell Technology) — Buy at $238–$243
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.
I've so many times that $SERV is one of the BEST and SERIOUS low-mid caps IMO and I'll keep saying it.
One of the main reasons I liked this project in the first place was the very big DOXXED team they have, on top of the fast execution and an actual AI tech that they are building.
I'll say it again -> $SERV is always delivering in a shitty and slow market, just think what they are capable of when we have the liq back in the market?
Feeling pretty good about this one.
Tricky market conditions at the moment but $EDEL continues to be resilient.
As mentioned in the below tweet they are bringing in $50k per day, making more revenue chains like BASE and ARB.
They are also the only company accepted onto @CantonNetwork that has a token.
Reminder, Canton is used by the top instos:
- Goldman Sachs (DAP platform)
- BNY Mellon
- HSBC (tokenized deposits pilot)
These guys are the real deal, and the chart is getting closer to breaking the $0.017 level.
Little bit more patience and I think we see a decent breakout here.
$10m is high beta R/R.
this is f*cking gold
How to build your first AI agent (Full guide)
if I had this a year ago, I would've shipped my first agent in a day instead of 2 weeks
in the right hands, this changes everything:
🚨ZENGİN OLMAK İSTEYENLERE SESLENİYORUM
Çoğu insanın bilmediği bir sır var
Oyun teorisi.
Başarılı insanlar bu yüzden kazanıyor.
Diğerleri hayat boyu ortalama kalıyor.
Kaydet. Bu derse 1 saatini ayır.
İzledikten sonra bana teşekkür edeceksin.
A Biology Professor Said:
"Your belly is a storage of cortisol waste. Clear it with one routine before bed... and your life will change."
Here's the 9 Minute Fix He Provided 🧵:
I've analyzed every stock in Leopold Aschenbrenner's most recent disclosure.
There are 2 that got my attention.
He's 25 years old, and his fund grew from $250 million to $13.6 BILLION in less than two years.
He outperformed every fund over the last 12 months.
Check this out:
SHAZ: Australian GPU neocloud
IPO'd on NASDAQ in February 2026.
Market cap around $966 million.
Already sitting on $2.2 billion in total contracted value.
Anchored by a $1.25 billion ESDS deal and a $950 million Asia Pacific contract.
Both ramp in H2 2026.
$2.2 billion contracted on a sub-$1 billion market cap.
TE: T1 Energy
The only US pure-play in domestic solar module and battery manufacturing.
Aschenbrenner initiated a brand new 10 million share position worth roughly $44 million.
T1 just hit its first profitable quarter ever.
Q1 revenue beat expectations by 34% ($177M vs $132M).
First US factory already online. Second one under construction in Texas.
If they close the Q2 financing for the Austin fab, the path to $375 to $450 million in annual EBITDA by 2027 becomes the base case.
That puts TE at roughly 4x forward EBITDA versus peers at 8 to 12x.
The thesis is the same on both names.
Long the bottlenecks of AI.
T1 is the domestic energy bottleneck.
SHAZ is the GPU compute bottleneck.
Both are still under $3 billion in market cap.
These are two of the smallest, earliest bets in his entire book.
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