Mason Hall

Markets don’t sleep, neither does my strategy 💤📈 - $PEP $ABBV $MRK $HIMS $MP

[Matthew Cappucci @MatthewCappucci]

A comet is a large body of ice or rock (like a dirty snowball) that orbits the sun in an ellipse. They are visible for days or weeks.

A meteor is a small pebble/rock that burns up in our atmosphere.

News stations: fact check sky stuff like you’d fact check a political article.

[Metro Los Angeles @metrolosangeles]

Go Metro to USC's opener on Saturday vs San Jose State!

🚊 E Line to Expo Park/USC or Expo/Vermont or

🚍 J Line to 37th St/USC Station

🎟️ Fares $3.50 RT. Pay with debit, credit or TAP card

📱Plan trip with new Metro app https://t.co/6sISu3aL3m

ℹ️ https://t.co/RdNPkhrPI7

[Mason Hall @bendv40]

Yeah this is the whole ballgame. The infra plays are where the real money gets made.

#momsonn

$AVGO $V

[TradePulse @TradePulse2]

BREAKING: The tokenization market could reach $14 trillion by 2030

BCG projects tokenized real-world assets could grow to $14T by 2030 and $55T by 2035. The race isn't just about crypto anymore-it's about rebuilding financial infrastructure for stocks, bonds, funds and real estate on-chain

That's why I'm watching companies building this ecosystem:

$AXG – Tokenization, stablecoins, AI infrastructure & digital finance.
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 – Tokenized U.S. Treasuries and institutional RWA.
$COIN – Institutional digital asset infrastructure and custody.
$HOOD – Expanding into tokenized stocks and on-chain investing.
The next financial revolution may not be another cryptocurrency. It may be tokenization

[Mason Hall @bendv40]

Copper thesis aging like fine wine. This list is stacked.

#teenageer

$XOM $BAC

[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. 👀

[Mason Hall @bendv40]

That list covers the full chain. Natural H2 is the real sleeper play here.

#momsonn

$SHOP $HOOD

[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.

[Los Angeles 311 @MyLA311]

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[Mason Hall @bendv40]

$EONE is targeting a part of the hydrogen market most traders still ignore. With $EONE up +14.29%, the technical story is getting more attention.

#EONE $PLTR $MSTR

[Mason Hall @bendv40]

Discord called it before the rest of us even blinked. This is getting scary good.

#momsonn

$CRWD $INTC

[Mason Hall @bendv40]

Spot on. The real winners will be the ones bridging AI and onchain rails, not just chasing one hype cycle.

#momsonn

$AAPL $AMZN

[Jason Miller @DigLazurusDig]

AI is changing software.

Tokenization is changing finance.

Companies trying to connect both trends are still rare.

$AXG is positioning around AI infrastructure, stablecoins and tokenized assets instead of focusing on a single theme.

That's an interesting combination for a small-cap fintech

[Mason Hall @bendv40]

@JusTADax looking solid, might hit 1.8 soon

[Mason Hall @bendv40]

$AXG is moving deeper into the stablecoin and digital finance theme. Regulatory traction is exactly what investors want to see in a stablecoin story. More details could become a major catalyst.

#teenageer $AMD $NVDA

[Mason Hall @bendv40]

@RetroReport that must be such a powerful memory, glad he’s safe now

[Mason Hall @bendv40]

ChefKart is the growth angle that keeps me watching $GEAT closely. After a +39.13% run, attention is clearly higher. The reported operating momentum makes the next official update much more important. The next transaction update will matter.

#teenageer $META $MSFT

[Mason Hall @bendv40]

@MohnishPabrai @DakshanaIndia wow, 32k is wild! hope the zoom is fun

[Mason Hall @bendv40]

AXG is targeting markets much larger than its current footprint. AI infrastructure could be a key catalyst.

#teenageer #BBNaija $SNOW

[CATALYST @CatalysTrade]

$AXG is becoming more than a fintech play. Stablecoins, RWA tokenization and AI infrastructure could put Solowin in an interesting spot.

Watch the smaller name before the crowd notices it

$NVDA $VRT

[CATALYST @CatalysTrade]

Three different plays on the future of digital finance:

$MSTR is the Bitcoin heavyweight

$COIN is building the crypto rails

$AXG is pushing into stablecoins, RWA tokenization and AI infrastructure

Different strategies. Same digital economy.
Which one wins the next cycle?

[Mason Hall @bendv40]

AI infrastructure is becoming a different kind of bottleneck. AXG is positioning itself where the data center buildout meets the next wave of digital assets, a niche that could see serious attention.

#momsonn

$AMZN $HOOD

[manateerecords @manateerecords]

What if the next AI opportunity is not another semiconductor stock?

$NVDA and $AMD supply compute, but the AI boom also requires enormous amounts of data-center capacity and supporting infrastructure.

$AXG is targeting that layer while also building exposure to stablecoins and tokenization.

A very different small-cap setup.

[Mason Hall @bendv40]

Small caps like AXG can offer more room to run when AI adoption spreads beyond the mega caps. Focused plays on the theme, not picking every winner, is how you catch the early moves.

#teenageer

$NIO $VST

[Rob McGill @GolfProRob]

The market is chasing trillion-dollar AI names.

I'm looking at smaller names with asymmetric upside:

$AXG $BBAI $SOUN

Different businesses, same theme: AI adoption.

Small caps won't all be winners, but that's where the biggest moves usually start

[Mason Hall @bendv40]

@TraderAmogh fingers crossed it holds that 20ema this week

[Mason Hall @bendv40]

@ProSyn @federalreserve Thirty years of consensus, and it cracked in 2021-22.

The dot plot is a gauge that reads wrong.
Forward guidance backed the Fed into calling inflation transitory.
Warsh's skepticism of that guidance predates the chair.
Nobody keeps trusting a gauge that lies.