AskSecondOrder

Singapore's #1 Investor Now On X.
Finding 10x plays one layer below consensus.

[AskSecondOrder @asksecondorder]

$ETH

ALREADY UP 8%.

Crypto is a game of liquidity. Trust me on this. For the month of July it will be UP.

Betting hard.

[AskSecondOrder @asksecondorder]

Bought some $ETH here at $1.55K.

Lots of hate on $ETH rn.

July is going to surprise you.

[AskSecondOrder @asksecondorder]

@wassielawyer @gametheorizing There’s nothing surprising? Graduates are earning 4-5K out of Uni rn. Doctors/lawyers/Tech are earning >8K. 2-3 of such kids + parents income can easily make 30K/month

[AskSecondOrder @asksecondorder]

$PENG up 11%.

Lots of catalyst coming with next earnings report and being one of the NVIDIA backed all in one AI factory deployment options.

[AskSecondOrder @asksecondorder]

$PENG - The AI Infrastructure Stock Everyone Is SLEEPING On.

Full confidence Penguin Solutions will play out to be the next 10X stock.

- The play is memory + AI/HPC infrastructure
- Its pitch is full-stack AI factory deployment: compute, scalable memory systems, cluster management software, services, and partner solutions.
- It is NOT another GPU providing service like Nvidia or coreweave

Key Proponents:
1. Penguin MemoryAI > Supplies bottle neck for inference workloads
2. MemoryAI KV Cache servers > To speed up LLM responses (Companies replace their human workforce with AI for a reason - they need speed and efficiency)
3. AI factory deployment - all in one > AI agents
> Take a look at the amount of companies with AI Agents.

Bull Thesis:
- AI inference continues to gain traction
- Memory/KV cache becomes a bigger bottleneck than what it already is
- Increasing amount of enterprises and sovereign AI customers needing full-stack AI factory deployment
- Penguin grows beyond legacy memory/LED perception
- The market rerates it from “hardware/memory solutions” to “AI factory infrastructure platform” + "memory for AI Inference"

Estimated valuations by 2027
- $2B revenue
- 10–12% net margin
- $200–240M net income
-30–40x earnings as an AI infrastructure company
>> Looking at around $10B MC conservative target

Many more multiples to go.

[AskSecondOrder @asksecondorder]

bitcoin:native

Currently playing out the wyckoff accumulation perfectly.

Phase B secondary test ongoing.

Many will REGRET not buying this asset class when Q1 2027 turns around.

Don't be one to REGRET. Listen to me. Buy bitcoin:native.

[AskSecondOrder @asksecondorder]

Spent some time catching up with people in big tech past couple of days.

A common theme that many are reporting is that AI plays a big part of their everyday workflow rn BUT has not been able to run an entire process start to end without human guidance/supervision.

Anthropic talked about recursive learning but the reality is that AI may never reach there.

I believe that AI is still in its early days, but without reaching/attaining a workflow independent of human supervision - ultimately AI will simply be a tool for more efficient work and nothing more. That is imo, when the bubble will burst.

[AskSecondOrder @asksecondorder]

@ChairmansLedger $ETH sir. Ultrasound money.

[AskSecondOrder @asksecondorder]

Wanna chime in on $SIVE here. Had a few DMs asking whether it’s still a “good buy”

@aleabitoreddit Has been parading it for many many months.

There is no doubt on its potential. So for many of you here who are simply buying it because a cartoon character told you so - you will not survive.

But if you TAKE THE TIME to understand the forward looking thesis (not to say it will come to fruition) then you may just possibly hold through.

NFA

$SIVE is nearing a bottom soon. Do with that what you will.

[AskSecondOrder @asksecondorder]

This is actually pretty bullish 😂

Apart from $BTC and $ETH, $HYPE is definitely the main play to stack in this upcoming cycle bottom in Oct 2026.

$HYPE

[MAS @MAS_sg]

#InvestorAlert: Hyperliquid ; has been listed on our #IAL https://t.co/Qj2deLF1Zv

[AskSecondOrder @asksecondorder]

Bought some $ETH here at $1.55K.

Lots of hate on $ETH rn.

July is going to surprise you.

[AskSecondOrder @asksecondorder]

$BTC

I AM BUYING $BTC at 60K HEAVY. Full confidence this will pay me handsomely very soon.

This is the LITERAL BOTTOM of the crypto bear market.

Contrary to what I portray, I am HEAVILY invested into crypto. More so than AI stocks.

Rationale is that what you see as "life-changing" gains in the stock market is something you see DAILY in the crypto market.

The key to understand is that crypto is a game of LIQUIDITY and narratives.

Simply put, MANY investors get destroyed by crypto because they are simple unable to capture the NARRATIVE nor understand the liquidity game behind it.

By and large $BTC is a reflection of M2 money supply.

We are seeing hot inflation right now with rates begin stagnant at 3.75% since Dec 2025. This is being priced in with MANY investors flocking to AI stocks as a safe haven in view of the narrative that AI is the future.

M2 money supply has continued to rise as liquidity is injected into the market. (Quote 2020 COVID money supply expansion where everyone was a "genius" in the bull market because M2 literally doubled)

We're seeing EXTREME bullish divergence forming on the weekly time frame - similar to 2022 FTX crash where EVERYONE thought crypto was game over. But in reality, it proceeded to 10X from there. It's happening again RIGHT now.

Seeing lots of fear on the timeline right now. On a time analysis, we will bottom between NOW and October 2026.

From a liquidity perspective, inflation WILL eventually come down as rates remain high enough which will EVENTUALLY lead to rate cuts later on in the year which will then lead to INCREASED liquidity in the market (on top of the ever increasing money supply).

Narratives FOLLOW price. Watch the faces (or rather posts) of these FinX guru investors who will start to hop onto the crypto bandwagon when $BTC goes much higher.

Lots of opportunities in alts further on in Q1 2027.

tl;dr - Buy $BTC. Liquidity is going to start to return. Bullish divergence forming. Money supply continues to expand. You're not bullish enough.

[AskSecondOrder @asksecondorder]

@Thelastgoodbet Yea I feel you. Can't give you a clear answer here, you would have to weigh it based on your time horizon

[AskSecondOrder @asksecondorder]

This is really just the beginning of the drawdown of $SPX.

Do not fear.

The drawdown is your OPPORTUNITY to buy AI stocks.

Temporary setback. Long term goal remains in place.

BUY even when the blood on the streets is yours.

[AskSecondOrder @asksecondorder]

Nothing surprising here.

The $SPX is DUE for a drawdown.

Class A bearish divergence has extended FAR ENOUGH.

This, however, is a GOLDEN opportunity for you to enter AI stocks.

Don't lose sight of what matters, stay invested, accumulate.

Matter of time before you get rich.

[AskSecondOrder @asksecondorder]

@TheBigBerbowski Hahaha love the photo

[AskSecondOrder @asksecondorder]

$SIVE

Who is buying right now?

Getting absolutely decimated on all fronts with a break of market structure on the daily. BUT we’re still early to the CPO trade imo. So if you believe in this narrative and future, definitely a good spot to pick up some shares on a discount.

[AskSecondOrder @asksecondorder]

@asianinvestors Here is why my fellow Asian

https://t.co/eQdY6KelEB

[AskSecondOrder @asksecondorder]

Nothing surprising here.

The $SPX is DUE for a drawdown.

Class A bearish divergence has extended FAR ENOUGH.

This, however, is a GOLDEN opportunity for you to enter AI stocks.

Don't lose sight of what matters, stay invested, accumulate.

Matter of time before you get rich.

[AskSecondOrder @asksecondorder]

@Thelastgoodbet Yes 100% memory stocks. The rise in apple cost and $MU margins today have shown that demand is likely to extend till 2027. The current market drawdown opens another second opportunity to enter these stocks. $NBIS $MU $SNDK are all buys imo.

[AskSecondOrder @asksecondorder]

@Berrrbi @spectrevoid07 @Mr_Derivatives Went much higher friend

[AskSecondOrder @asksecondorder]

@RJCcapital I beg to differ. Think crypto is going to rebound hard very soon. Entire market cap of crypto is minute compared to the stock and real-estate market. Doesn't take much to move it.

https://t.co/dXiRHbhf1y

[AskSecondOrder @asksecondorder]

$BTC

I AM BUYING $BTC at 60K HEAVY. Full confidence this will pay me handsomely very soon.

This is the LITERAL BOTTOM of the crypto bear market.

Contrary to what I portray, I am HEAVILY invested into crypto. More so than AI stocks.

Rationale is that what you see as "life-changing" gains in the stock market is something you see DAILY in the crypto market.

The key to understand is that crypto is a game of LIQUIDITY and narratives.

Simply put, MANY investors get destroyed by crypto because they are simple unable to capture the NARRATIVE nor understand the liquidity game behind it.

By and large $BTC is a reflection of M2 money supply.

We are seeing hot inflation right now with rates begin stagnant at 3.75% since Dec 2025. This is being priced in with MANY investors flocking to AI stocks as a safe haven in view of the narrative that AI is the future.

M2 money supply has continued to rise as liquidity is injected into the market. (Quote 2020 COVID money supply expansion where everyone was a "genius" in the bull market because M2 literally doubled)

We're seeing EXTREME bullish divergence forming on the weekly time frame - similar to 2022 FTX crash where EVERYONE thought crypto was game over. But in reality, it proceeded to 10X from there. It's happening again RIGHT now.

Seeing lots of fear on the timeline right now. On a time analysis, we will bottom between NOW and October 2026.

From a liquidity perspective, inflation WILL eventually come down as rates remain high enough which will EVENTUALLY lead to rate cuts later on in the year which will then lead to INCREASED liquidity in the market (on top of the ever increasing money supply).

Narratives FOLLOW price. Watch the faces (or rather posts) of these FinX guru investors who will start to hop onto the crypto bandwagon when $BTC goes much higher.

Lots of opportunities in alts further on in Q1 2027.

tl;dr - Buy $BTC. Liquidity is going to start to return. Bullish divergence forming. Money supply continues to expand. You're not bullish enough.

[AskSecondOrder @asksecondorder]

@Mr_Derivatives $META employees are having non stop lay offs. Detrimental for their mental health

[AskSecondOrder @asksecondorder]

$BTC

I AM BUYING $BTC at 60K HEAVY. Full confidence this will pay me handsomely very soon.

This is the LITERAL BOTTOM of the crypto bear market.

Contrary to what I portray, I am HEAVILY invested into crypto. More so than AI stocks.

Rationale is that what you see as "life-changing" gains in the stock market is something you see DAILY in the crypto market.

The key to understand is that crypto is a game of LIQUIDITY and narratives.

Simply put, MANY investors get destroyed by crypto because they are simple unable to capture the NARRATIVE nor understand the liquidity game behind it.

By and large $BTC is a reflection of M2 money supply.

We are seeing hot inflation right now with rates begin stagnant at 3.75% since Dec 2025. This is being priced in with MANY investors flocking to AI stocks as a safe haven in view of the narrative that AI is the future.

M2 money supply has continued to rise as liquidity is injected into the market. (Quote 2020 COVID money supply expansion where everyone was a "genius" in the bull market because M2 literally doubled)

We're seeing EXTREME bullish divergence forming on the weekly time frame - similar to 2022 FTX crash where EVERYONE thought crypto was game over. But in reality, it proceeded to 10X from there. It's happening again RIGHT now.

Seeing lots of fear on the timeline right now. On a time analysis, we will bottom between NOW and October 2026.

From a liquidity perspective, inflation WILL eventually come down as rates remain high enough which will EVENTUALLY lead to rate cuts later on in the year which will then lead to INCREASED liquidity in the market (on top of the ever increasing money supply).

Narratives FOLLOW price. Watch the faces (or rather posts) of these FinX guru investors who will start to hop onto the crypto bandwagon when $BTC goes much higher.

Lots of opportunities in alts further on in Q1 2027.

tl;dr - Buy $BTC. Liquidity is going to start to return. Bullish divergence forming. Money supply continues to expand. You're not bullish enough.

[AskSecondOrder @asksecondorder]

$MU is set up to head to $2000 per share.

I was looking for EVIDENCE that demand continued to outpace supply (for which there already is a supply shock)

The earnings have confirmed this with extremely high margins.

We are going much much higher.

[AskSecondOrder @asksecondorder]

$MU Earnings report is coming out next Wednesday. This is EXACTLY what you need to look out for.

Some key important points to look out for are

1. Is HBM still sold out through 2026?
- This indicates supply shock

2.Does management indicate visibility into 2027 demand?
- This indicates constant demand

3.Can gross margins stay around or above 80%?
- This is an indirect reflection to how much consumers are WILLING to pay for memory

4. Are hyperscaler AI orders continuing to accelerate?
- With est 7.5 trillion growth till 2030 - this indicates that supply shock will continue POST 2027

5. Is capex increasing because demand genuinely exceeds supply?
- Again a demand and supply issue

VERY SIMPLE. Price is a REFLECTION of the demand and supply of memory.

I'd expect bullish outcomes. Higher.

$MU to $2000.