nathan

18 | expat

[nathan @hipriorit]

finally hit 6 figs at 16, thank u @Shocked @ShockedJS

so much higher 🫡

$TRUMP & #MELANIA

$SOL

[nathan @hipriorit]

hyperliquid:native

[Geiger Capital @Geiger_Capital]

This is a live stream… it’s so over.

[nathan @hipriorit]

@KobeissiLetter the emperor and his eunuchs on the way

[Mike Investing @MrMikeInvesting]

We are currently in a “once in a lifetime” AI super cycle…

Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM

Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL

The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD

Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS

Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT

Many will make generational wealth from this AI super cycle over the next 7 months.

Save this to look back on later…

[Za @ZaStocks]

Earnings yesterday made one thing very clear.

There isn’t enough compute available for everything that’s coming.

$CRWV $NBIS $ORCL $IREN and the rest of the neoclouds hold very important keys to the AI future.

Without more compute you don’t get the exponential leap in intelligence, the entire AI trade is bottlenecked by capacity.

Everyone wants more intelligence.

The companies that deliver the compute are becoming some of the most important gatekeepers in the world.

I don’t believe the compute trade is done.

[amit @amitisinvesting]

well

big tech absolutely crushed

capex raised across the board

cloud growth rates smashed

guidance strong for Q2

$META the only red name, doesn’t make much sense on 33% growth even if a small DAU miss because of Iran

but $GOOGL $AMZN $MSFT crushed

show goes on

[nathan @hipriorit]

@_gautam_94 made money off $sive but the delusional bull posting some of these guys are making is crazy and these comments r hopeless lmao

[China Uncensored @ChinaUncensored]

Imagine a scenario where China invades Taiwan, and while the US attempts to react
-a nuclear armed Iran bristling with missiles shuts down the Strait of Hormuz

-Chinese companies in control of the Panama Canal shut it down

-Diego Garcia, the only US base in the Indian Ocean, is gone thanks to the UK

-Venezuela and Cuba activate sleeper cells, the cartels, and cut off shipping in the Gulf of America

-our bases in Greenland are compromised by molasses slow European bureaucracy

And this is all on top of the CCP using critical vulnerabilities in our ports and power grids to shut it all down and cutting off our supply of medicine on top of anything else they may try.

Doesn’t sound like the US would win the Taiwan War, does it?

[Antonio Linares @alc2022]

the guy who called peptides early and went long AMD at $4, Tesla at $13 and Palantir at $7 is driving around the med while most investors are staring at red portfolios.

he wrote the article that explains how.

read it before everyone else does.

[Jukan @jukan05]

Bernstein raises $SNDK target price to $1,250, with a blue-sky upside scenario of $3,000.

Base-case valuation applies an 11x multiple to through-cycle earnings, defined as the average of FY26-29 Bernstein base-case EPS of $113.93.

In the blue-sky scenario, applying a 13x multiple to peak earnings yields a valuation of approximately $3,000 per share, or roughly $2,950 based on bull-case peak EPS estimates.

[Pub @PubWanghaf]

Then call the international police nigga

[Scient @Crypto_Scient]

$HYPE (1W)

Printing a massive bull trap with that SFP above the highs.

I expect some chop above $30–$31 in the short term, but overall, this looks like a distribution on LTFs

The next move from here is likely a move back to the $20 lows over the coming months.

From there, we probably range for the rest of the year.

Don’t get trapped chasing strength into HTF rejection.

#HYPE #HYPEUSDT

[Sean trades @SRxTrades]

Space exploration theme

This has to be the best looking overall sector in the market

With a ton of tailwinds + the upcoming SpaceX IPO

These massive bases can start resolving higher

A few charts you should keep your eye on for the coming weeks:

$UFO
$BKSY
$LUNR
$RKLB

[Za @ZaStocks]

Space trade into the SpaceX IPO feels like an easy one that a lot of people will ignore or miss because it’s too obvious.

This is arguably the most anticipated IPO ever and will debut at the largest market cap ever.

Historic moment.

$RKLB $ASTS $PL $FLY $LUNR $BKSY $RDW etc.

[Faytuks News @Faytuks]

This is the craziest Truth social post I've ever seen from Trump

[SergioLR🪖 @CasetaBosque]

Qué auténtica locura de vídeo.

Un iraní 🇮🇷 logra grabar en primer plano la destrucción del puente B1 en Karaj, Irán 🇮🇷, por parte de Estados Unidos 🇺🇸.

Hasta 7 bombas guiadas JDAM 🇺🇸 caen a escasos metros de la persona que graba.

[Mor Edge Insight @MorEdge_Insight]

The size of those explosions in Western Iran are enormous 😳

[RiverOaksGuy @Bowtiedplayer]

My desert, my Iran, my Dune

The spice must flow