Harvey Danger

[Michael | Hypermarkets @itsmichaelluu]

The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:

🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
🔴 Intuitive Machines $LUNR -62%
🔴 AST SpaceMobile $ASTS -58%
🔴 IonQ $IONQ -57%
🔴 Planet Labs $PL -57%
🔴 Super Micro $SMCI -56%
🔴 Applied Opto $AAOI -56%
🔴 Rocket Lab $RKLB -55%
🔴 IREN $IREN -54%
🔴 Ondas $ONDS -53%
🔴 Tempus $TE -51%
🔴 ServiceNow $NOW -50%
🔴 CoreWeave $CRWV -50%
🔴 Applied Digital $APLD -43%
🔴 Ouster $OUST -42%
🔴 Arm $ARM -42%
🔴 Bloom Energy $BE -39%
🔴 Nebius $NBIS -38%
🔴 Palantir $PLTR -38%
🔴 Marvell $MRVL -37%
🔴 AeroVironment $AVAV -34%
🔴 Cameco $CCJ -33%
🔴 Coherent $COHR -32%
🔴 Western Digital $WDC -31%
🔴 Vistra $VST -30%
🔴 Constellation $CEG -30%
🔴 Microsoft $MSFT -28%
🔴 Intel $INTC -28%
🔴 SanDisk $SNDK -27%
🔴 Lumentum $LITE -26%
🔴 Micron $MU -24%
🔴 Kratos $KTOS -22%
🔴 Broadcom $AVGO -21%
🔴 Vertiv $VRT -19%
🔴 Dell $DELL -17%
🔴 Meta $META -17%
🔴 Red Cat $RCAT -15%
🔴 Alphabet $GOOGL -10%
🔴 Nvidia $NVDA -10%
🔴 AMD $AMD -9%
🔴 TeraWulf $WULF -8%
🔴 Amazon $AMZN -8%
🔴 GE Vernova $GEV -7%
🔴 Taiwan Semi $TSM -6%
🔴 ASML $ASML -5%
🔴 Arista $ANET -5%

UPDATED cheatsheet for you to save:

[Harvey Danger @DeFiDanger]

https://t.co/ADt2Lr89qQ

[Hims House @himshouse]

$HIMS

@DrJesseMorse: "There's a reason why BPC-157 is banned by every professional organization -- by the military, by the Olympics, by pretty much everyone."

"Because it works."

[Harvey Danger @DeFiDanger]

Learn!

[Harvey Danger @DeFiDanger]

@mazur66924 @Billions777888 Calm down, be patient. If your thesis is broken, unload. That’s on you.

[TickerTapX @TickerTapX]

$KEEL - Moses Lake just cleared its last environmental hurdle.

Two updates dropped:

✅ Notice of Intent - Administratively Complete. June 1, 2026.
✅ Soil contamination - determined NOT a risk. May 27, 2026.

That second one matters more than it sounds.

Brownfield sites always carry soil contamination risk. It's the environmental wildcard that can kill a project or delay it by months. A licensed professional assessed it and cleared it 5 days ago.

Every gate at Moses Lake is now open.

Here's where the permit timeline stands:

✅ Zoning approved
✅ Demolition permit issued March 19
✅ Public notice expired May 29
✅ NOI administratively complete June 1
✅ Soil contamination cleared
🎯 Ecology permit issuance - target June 13
🔨 Notice to Proceed to Turner -late June / early July

Original construction target was October 2026.

They're tracking 3-4 months ahead of schedule.

Turner Construction is staffed. The site is ready. The permits are clearing.

Moses Lake isn't coming. It's here.

$KEEL 🏗️⚡

DYOR. NFA.

[Daniel Roberts @danroberts0101]

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬.

There's been a lot happening at IREN recently.

Expansion across North America, Europe and Asia-Pacific.

The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.

Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.

That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.

Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.

Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.

Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.

Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.

Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.

That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.

AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.

[Ethan Kho @ethanrkho]

This guy beat the market for 17 straight years trading a sector many investors have written off post-2008

Derek Pilecki (@gatorcapital) runs a financials-only fund. 21%+ annualized.

His edge? A corner of the market many investors moved away from after the GFC.

We cover:
- Why he expanded from 25 → 40 positions and returns went UP
- His counterintuitive rule: buy higher, not lower (positions get LESS risky as they rise)
- The Robinhood call — bought late 2023, rode it to a multibagger
- Why he's quietly watching FactSet, Morningstar & Verisk right now
- His view on private credit risk (and why he disagrees with Jamie Dimon)
- How he uses AI to analyze more stocks without losing his edge
- Why markets chronically underreact to good news — and how to exploit it
- The brutal career reality no one tells young PMs about

Highlights:
00:00 Intro
01:06 Derek's +21% annualized return track record
02:50 Fundamental business change vs market noise in Robinhood
05:25 Portfolio construction: Concentration limits and adding to winners
09:09 Sourcing alpha and identifying three-year doubles in financials
12:44 Developing edge through repetition and management team cycles
14:16 Why the post-GFC regime fundamentally changed bank underwriting
17:07 Assessing tail risk and leverage in the private credit market
21:23 AI-driven market dispersion and identifying moaty businesses
24:11 Why shareholder base turnover matters for timing broken charts
29:37 Integrating AI into fundamental research and SEC filing analysis
35:39 Risk management: Permanent capital loss vs mark-to-market volatility
37:12 Capacity constraints: Optimizing for returns over AUM scale
50:39 Career risk and the reality of active money management

[Perplexity @perplexity_ai]

Perplexity Computer can now help prepare your federal tax return.

Select “Navigate my taxes” on Computer to give it a shot.

[Sovey @SoveyX]

AI is gonna take your job and your girl.

[Watcher.Guru @WatcherGuru]

JUST IN: Nvidia $NVDA CEO Jensen Huang says "we've achieved AGI."

[Claude @claudeai]

You can now enable Claude to use your computer to complete tasks.

It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk.

Research preview in Claude Cowork and Claude Code, macOS only.

[Manus @ManusAI]

Today, we're taking Manus out of the cloud and putting it on your desktop.

Introducing My Computer, the core feature of the new Manus Desktop app. It’s your AI agent, now on your local machine.

[Dudes Posting Their W’s @DudespostingWs]

Alan Watts gives some of the most insightful thoughts on life and its worth watching 1000%

[Harvey Danger @DeFiDanger]

I’m getting one of these!

[Massimo @Rainmaker1973]

The Jetson ONE personal air vehicle.

Price: $128,000

[Harvey Danger @DeFiDanger]

@trbe53 @UnderCoercion @LynAldenContact Bitcoin’s a Ponzi? Bold claim; no promises, no CEO, just code. And gold’s useless? Cool, tell that to 5,000 years of human history. But sure, fiat and blind faith in banks, what could go wrong? 💥💸 Appreciate the financial wisdom from 1982. Sleep tight, legend. 😂

[Dumb Money @DumbMoneyTV]

We just invested in a sociopath https://t.co/klUmWUF4TY