BootyCheese

$BTC $ETH, #COSMO airdrops, let's make some plays and pray they work!

[BootyCheese @daBootyCheese]

@Cointelegraph Bitch a rigged economy is my paying Medicare and not getting Medicare

[Miles Deutscher @milesdeutscher]

I can't believe I didn't find this sooner.

This website offers 100+ MCP crypto servers ready for use now.

Connect your AI to institutional-grade crypto research, AI agent trading platforms, real-time crypto price data, and way more.

https://t.co/yF1BJEPux9

[Rand Group @randgroup]

The AI supercycle will last 15 years. We're in year 3.

Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.

I mapped the entire cycle into 4 phases with the tickers that matter at each stage:

The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually.

This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit.

🔴 Phase 1: Already Ran (2023 to 2025)

The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed.

- $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW
- Semiconductors, Memory & Storage,Photonics/Optics
- Foundation complete. Still growing but priced for it.

🟠 Phase 2: Peak Buildout (2025 to 2027)

The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved.

- $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE
- Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout.
- Nuclear SMRs are the sleeper.

🟡 Phase 3: The Positioning Window (2026 to 2028)

Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now.

- $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS
- Robotics/Autonomy, Space/Defense/Drones, Rare Earths
- This is where the asymmetric risk/reward lives.

🟢 Phase 4: Final Frontier (2028+)

The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle.

- $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ
- AI Software Dominance, AGI Infrastructure Decade long thesis.
- Accumulate on weakness.

💊 Key Takeaway

- Phase 2 is confirmed ($725B hyperscaler capex)
- Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear
- SMR are the 2026 to 2028 trades
- Most will rotate into these names 12 months too late

15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.

[BootyCheese @daBootyCheese]

@capybaraReborn $NOW I just think it’s oversold and bounce coming , good spot to take a chance

[Tips Excel @gudanglifehack]

BREAKING: Claude can now run your entire social media strategy like a $500/hour social media manager. For free.

Here are 7 prompts you should be using right now:

Save this before it goes viral.

[Miles Deutscher @milesdeutscher]

If you want to quit your job & use AI to make passive income, steal this Claude prompt.

It gives you the EXACT 90-day roadmap you need to follow (and what to avoid) to start making passive income:

[BootyCheese @daBootyCheese]

@SilverBulletBTC Where do you sell physical metals and how can you comfortably know it’s a fair deal?

[Pittsburgh Pirates @Pirates]

REPOST THIS for a chance to win a SIGNED Mitch Keller baseball!

[BootyCheese @daBootyCheese]

@JMackeyPG @colin_beazley Garbage 🗑️

[BootyCheese @daBootyCheese]

@PortaltoBitcoin @100trillionUSD Then when comes our coins?

[BootyCheese @daBootyCheese]

@PortaltoBitcoin @DefiLlama When do coins get dispersed from pre-sale?

[BootyCheese @daBootyCheese]

@PortaltoBitcoin Bro give us our coins

[BootyCheese @daBootyCheese]

@SoulsClubInc How about a use case for the originals we already minted?

[The Kobeissi Letter @KobeissiLetter]

We've spent the last 10 months analyzing EVERY single tariff development:

Here's the EXACT playbook for investors.

1. Trump puts out cryptic post on tariffs coming for a specific country or sector, markets drift lower

2. Trump announces large tariff rate (50%+) and markets crash to shake out weak positions

3. Dip buyers step in but the head fake rally leads to fresh lows where smart money begins buying

4. After the market closes on Friday, President Trump doubles down on new tariffs to apply pressure

5. On Saturday, the target of the new tariff typically responds or comments

6. On Sunday, before the futures open, Trump posts an announcement saying he is working on a solution

7. Futures open on sharply higher Sunday at 6 PM ET but begin losing momentum into the Monday open

8. After the Monday open, Treasury Secretary Bessent appears on live TV and reassures investors

9. Over the next 2-4 weeks, various members of the Trump Administration tease a trade deal

10. Trump announces a new trade deal and the stock market hits a record high

11. Repeat from step #1

Part of our strong YTD performance comes from following this EXACT playbook in times of trade tensions.

The US is currently on step #6 with China.

[BootyCheese @daBootyCheese]

@trader1sz How long is the unstaking process?

[RC @ResellCalendar]

Heist season.

Here’s how I pumped the price of pickleball cards by 2500% in a week and made the entire RC group rich in the process ↙️

[BootyCheese @daBootyCheese]

@Paddy_Stash @everybodyholdX It’s on base?

[BootyCheese @daBootyCheese]

@PortaltoBitcoin Anybody there do the pre-sale? Ask somebody when we get our coins

[BootyCheese @daBootyCheese]

@JMackeyPG Tell us how and why we should t believe that the entire 93.7 the Fan show isn’t completely scripted bolshit that won’t actually challenge and call out why the entire Pirates organization isn’t one big scam?

[BootyCheese @daBootyCheese]

@PortaltoBitcoin When coin?