DL Invests

23 | Stocks & Real Estate | Stoicism & Health | Will retire in 🇮🇹 one day | Trying to win at the game of Life | NFA

[Tyler Page @rftylerpage]

The market also needs to learn to differentiate among the business models of companies in “data centers”.

If the largest companies in the world now want to sell compute, that would logically increase demand for hard-to-find megawatts in an already constrained market. If a company has a 4.2GW portfolio of development sites and builds turnkey data centers for tenants (so the tenant can manufacture and sell compute), recent headlines seem very positive for such a company.
@CipherInc $CIFR

[DL Invests @DL_invests]

@0xMape Will look into it!

[DL Invests @DL_invests]

$COPX

Been a while but I'm back!

The setup for $COPX is looking very attractive here...

We see what looks to be an ending diagonal (the 5 waves up) followed by its 3 wave correction which is all textbook. The correction pulls us back to the 0.786 fib & the 200 DMA.

On the 4-hour chart we see RSI is now in the oversold territory but we also see something very valuable to us... Every time the RSI broke above its MA (shown with the vertical blue lines), $COPX proceeded to give us a meaningful rally or bounce.

So what we are looking for is $COPX to continue to hold the 200 DMA & 0.786 fib combined with the 4H RSI crossing above its MA, then we can consider a position here for a swing while still holding our core position.

I'm loving the look of this setup right now.

[Golden State Warriors @warriors]

Welcome to Dub Nation, @IREN_Ltd 👏

Golden State and IREN announced today a landmark multi-year global partnership that will include the IREN badge on all Golden State Warriors jerseys beginning with the 2026-27 season.

[The Real Estate God @TheRealEstateG6]

https://t.co/0DXbA8UDtS

[DL Invests @DL_invests]

$NOW

Sometimes it is this obvious...

They want your shares. Do not fold.

[DL Invests @DL_invests]

$NOW

One of the most obvious buys in the market right now...

100% gain on the table to our price target of $185

[DL Invests @DL_invests]

$COPX

In a big spot here...

We see it testing this major confluence level of the 50 DMA, 100 DMA, & anchored VWAP from ATH.

Holding here then we will move up to $100.

A failure to hold this level and we can see a drop down to the 200 DMA at $74

[cek @cekdrew]

BREAKING: China Targets MP Materials, USA Rare Earth in New Export Control Crackdown $MP $USAR

China announced on Monday that it will add 10 American firms to its export control list, including two rare earth firms, according to a statement from its Ministry of Commerce.

Meanwhile, the Chinese Ministry of Finance also released a statement saying it would restrict 46 US firms from government procurement. The ten firms include Aveox, Red Cat Holdings subsidiaries Teal Drones and Jaia Robotics, Ball Aerospace & Technologies Corp, MP Materials Corp and USA Rare Earth.

The ministries cited provisions of China’s laws on export control of dual-use items, as well as the need to safeguard national security and fulfil “international non-proliferation obligations”.

Specifically, export operators are prohibited from shipping dual-use items to the 10 firms. Organisations and individuals from any country or region are also prohibited from transferring or providing any dual-use item that originated in China to these businesses.

The notice mandated that any export currently underway that falls under the law must be stopped immediately.

A spokesperson for the commerce ministry said the decisions were made in response to the “malicious actions” by the US government, after the US Department of Defense added Chinese entities to its “Chinese military companies” list.

On June 9, the Pentagon said it was adding dozens of other Chinese companies to its list of entities it says are linked to China’s military, widening a blacklist that increasingly targets sectors at the heart of US-China technological competition.

“China has decided, in accordance with the relevant laws and provisions… to include Aveox, Inc. and nine other US military-related entities on the export control list. The export of dual-use items to these entities is prohibited, and no export operators shall violate the above provisions,” said the spokesperson.

https://t.co/3u0jNlVema

[American Battery Technology Company @abt_company]

America's energy security depends on building a circular, domestic supply chain for critical battery metals—and the time to act is now. American Battery Technology Company is meeting that imperative head-on with a dual business model: recovering critical metals through lithium-ion battery recycling while unlocking new primary sources at our Tonopah Flats Lithium Mine and Refinery. Next week, members of ABTC's leadership team—Ryan Melsert, Kris Gustafson, Peter Lancaster and Tiffiany Moehring—will showcase how we are changing the landscape of battery metals in the U.S. at the @Fastmarkets Global Lithium, Battery and Critical Materials conference.

CEO Ryan Melsert takes the stage on two strategic panels—'The Missing Link in US Energy Storage Development' and 'Inside Nevada's Lithium Loop'—to confront the most acute gaps in America's battery supply chain and chart a path forward. The conversation around midstream capacity and domestic innovation is exactly where ABTC's dual model delivers: recycling end-of-life batteries to recover critical metals while standing up new primary supply at Tonopah Flats.

With the co-located Battery & Energy Storage 2026 and Defense & Aerospace Strategic Materials events also taking place, the conference brings together the full spectrum of stakeholders shaping America's critical materials future. Throughout the event, our team will connect with customers, vendors, suppliers, and strategic partners to forge the relationships that turn this circular, secure supply chain from vision into reality.

[DL Invests @DL_invests]

$CIFR new ATHs today and made a higher high…

Now the fun begins.

See you at $35

[DL Invests @DL_invests]

$CIFR

Institutions are loading up on $CIFR ...

See you at $35.

[DL Invests @DL_invests]

$NOW

What we see:

- Golden Cross on the weekly this week
- Weekly MACD histogram flipped green & MACD line flipped above the signal line
- Sitting on a big volume shelf
- consolidating above the 50 Day MA & around the 0.618 fib.

One of the clearest buys in the market right now.

[DL Invests @DL_invests]

$NOW

What we see:

- Golden Cross on the weekly this week
- Weekly MACD histogram flipped green & MACD line flipped above the signal line
- Sitting on a big volume shelf
- consolidating above the 50 Day MA & around the 0.618 fib.

One of the clearest buys in the market right now.

[DL Invests @DL_invests]

$NOW

Institutions waited for you to sell your shares and now own the most they ever have...

Don't make the same mistake.

[DL Invests @DL_invests]

@realEstateTrent How did you start though? Did you raise cash since the beginning, I'm sure your LTV wasn't as low as it is now?

[Tannor Manson @Futurenvesting]

$SOFI CEO Anthony Noto just bought another 13,888 shares of SOFI at a total cost of ~$250,000.

[Tyler Page @rftylerpage]

As the data center industry continues to evolve, the ability to work well with grid operators, utilities and regulators is going to be a key differentiator for those who successfully scale. We are excited to have Bill join our team, and Cipher continues to accelerate.
$CIFR

[Ch🅰️rtradamus 🔋 @Chartradamus]

$CIFR

Minor Wave 3 (of PW5) = $34
Primary Wave 5 PT = $37+ 🟢 Bull Case

Cipher is poised to accelerate into its next leg here as several tailwinds enter the fold to bolster price action moving forward. At this time, I expect it to enter its final leg to complete Minor Wave 3 via onset of Subwave 5. This move is projected to reach the 4.618 Fib PT of MW3 of ~$34, the maximal extension for the move, proving strong structure.

This move comes after the stock cleanly descended towards the .786 Fib of Subwave 4 of MW3. Effectively, this drawdown backtested its Volume POC, .786 Log Fib S&R ($22), and Weekly 8EMA. I hope investors realize an explosive move may be loading up for the eventual Minor Wave 5 of Primary Wave 5 as a Base Breakout over massive consolidation is confirmed with the Weekly Bollingers coiled for a squeeze higher.

Once this Minor Wave 3 is completed, expect Minor Wave 4 of Primary Wave 5, a corrective leg that will offer entries in the $20s once more much farther down the line.

We are killing it since our entries in late April, boasting a +50% ROI thus far. I expect this to dramatically increase over the coming years, but for now, I want to outline the path forward in the coming months.

[DL Invests @DL_invests]

Possibly the biggest day for the stock market tomorrow...

$SPCX IPO is going to be bonkers

I can't wait.

(I will NOT be buying!)