jacob

[jacob @jacob1zb]

@NotA_Bull -4.6%

[jacob @jacob1zb]

@StockFlashDaily $IREN $NBIS

[jacob @jacob1zb]

@Jelitics You won’t

[jacob @jacob1zb]

@Jelitics I dare you

[JUST KAWS @JUST_KAWS]

$NVDA CEO Jensen Huang revealed the Five Layer AI Model

These 5 layers include:

1) Chips - $AMD $AVGO $NVDA

2) Memory - $MU $SNDK $DRAM

3) Photonics - $AAOI $AXTI $AEHR

4) Compute - $CIFR $IREN $NBIS

5) Energy - $BE $FLNC $TE

[jacob @jacob1zb]

@moonmarket Yes

[Sean Dekmar @DekmarTrades]

If you found bitcoin is 2012 you are a millionaire.

If you found Tesla in 2018 you are a millionaire

If you found Nvidia in 2022 you are a millionaire

If you found Palantir in 2023 you are a millionaire

If you found Sandisk in 2025 you are a millionaire

If you found …

[Casper @casper_smc]

Imagine when you can sit down, open your laptop, make a few thousand from trading, and go on about your day.

Go to the gym.

Hang out with your friends and family, read more books, do whatever you want to.

It’s coming.

Every time you fail, you’re one step closer.

Lock in.

[Evan Kilgore 🇺🇸 @EvanAKilgore]

UPDATE:

A new photo of Lockheed Martin Orion Spacecraft CPE, Henry Martinez, has been found in another NASA article.

He is a middle-age individual.

Likely no connection to Cole Tomas Allen, but still an EXTREMELY strange coincidence.
https://t.co/P0jMU3DC4E

[☩ ✺ DEUS VULT ✺ ☩ @Bracesco2023]

Teoría del Viaje en el Tiempo y los asesinatos de Trump para idiotas (IQ85 +\-):

1-Estamos en el año 2026.
2-Ayer una persona con el nombre Colle Alen intentó asesinar al presidente de Estados Unidos, Donald Trump, dentro de la Casa Blanca.
3-Una cuenta de Twitter en 2023 escribió un solo tuit, con el nombre Colle Alen.
4-Esa cuenta de Tuiter tiene el nombre de Henry Martinez, una persona desaparecida. Martinez es un científico de la NASA (una cosa que manda cohetes al espacio) y además una empresa de aviones que desarrolla tecnología militar super secreta para el Gobierno de Estados Unidos.
5-El fondo de la cuenta de Henry Martinez es una imagen digital de 2023 de una página que se llama Máquina del Tiempo. 6-Si esa imagen la des digitalizamos, es la foto de cuando intentaron matar a Trump en 2024 y le pegaron en la oreja.
7-Pero en vez del tiro en la oreja tiene un agujero en el medio de la cabeza.
8-La foto de perfil de Henry Martinez que advierte sobre Colle Alen es un sapo verde de smoking y con una copa, igual a Trump en el intento de asesinato de ayer.
9-Lo que nos hace plantear dos posibilidades:
10-La primera, que es una gran psy op (operación para hacerle creer algo a la masa promedio de gente normal)
11-La más problemática: que se está modificando el presente desde el futuro con mensajes en el pasado, que son pistas no muy complejas a la vista de todos, que pueden ser identificadas cuando suceden los hechos.
12-Que desde el futuro un grupo de científicos descubrió el viaje en el tiempo, posiblemente a través de una nueva dimensión dentro de los átomos, tal vez relacionado con los aceleradores de protones
13-solo pueden enviar algún tipo de información básica y dejarla en lugares y tiempos que no pueden determinar con exactitud quienes mandan el mensaje.
14-la realidad que vivimos no nos corresponde, posiblemente desde algún evento grande como 2001, la crisis de 2009, la elección de Trump o la Guerra Irán-Israel, por eso parece tan “alocada”.

[Autopilot @joinautopilot]

New: Leopold Aschenbrenner is going viral right now for Bloom Energy $BE making him $300,000,000* today alone

We launched his tracker on Autopilot & in just two months it's already up 29%

"What else does he own?" Here's your answer:

1. Sandisk $SNDK: +62%

"Designs NAND flash storage chips and SSDs used across data centers and AI computing workloads."

2. IREN $IREN: +18.8%

"Bitcoin mining company that also provides AI cloud computing services from energy-efficient data centers."

3. Bloom Energy $BE: +36.5%

"Manufactures fuel cell systems that generate clean electricity from natural gas or hydrogen for data centers."

4. Core Scientific $CORZ: +24.1%

"Bitcoin miner turned AI data center host, converting facilities for high-performance computing."

5. Applied Digital $APLD: +12.8%

"Builds and operates next-generation data centers purpose-built for AI and high-performance computing."

6. Cipher Mining $CIFR: +25.8%

"Large-scale, low-cost Bitcoin mining operations based entirely in the United States."

7. CoreWeave $CRWV: +56.0%

"GPU cloud infrastructure purpose-built for AI, supplying compute to major AI labs and enterprises."

8. Tower Semiconductor $TSEM: +76.3%

"Specialty analog chip foundry manufacturing silicon photonics and power chips for AI hardware."

9. EQT Corp $EQT: -7.4%

"Largest natural gas producer in the US, supplying the fuel powering data center and AI infrastructure buildout."

10. Solaris Energy $SEI: +37.4%

"Provides modular power and water management infrastructure for data centers and remote industrial operations."

11. Coherent $COHR: +24.3%

"Makes lasers and optical components used in data center interconnects and AI networking."

12. Intel $INTC: +40.9%

"US-based semiconductor manufacturer producing CPUs, AI accelerators, and data center chips."

13. Riot Platforms $RIOT: +20.8%

"One of the largest publicly traded Bitcoin miners in the US, operating industrial-scale facilities in Texas."

14. Lumentum $LITE: +36.8%

"Produces optical and photonic products including lasers critical for cloud networking and AI data center infrastructure."

Full breakdown + performance found in next tweet

[Leo Grundström @grundstromleo]

https://t.co/viOKwmlIZU

[Milk Road AI @MilkRoadAI]

This is WILD

A 24 year old who got fired from OpenAI just turned 225 million dollars into 5.5 billion dollars in under twelve months by betting on something the entire Wall Street AI trade completely missed.

Leopold Aschenbrenner ran safety research at OpenAI until the company let him go.

He then wrote a 165 page essay arguing that AGI was arriving faster than any investor understood, and that the people who would win were not the ones who owned the best AI model.

They were the ones who owned the electricity.

That thesis became a hedge fund called Situational Awareness LP, and his Q4 2025 SEC filing reveals one of the most concentrated bets in modern financial history.

His largest single position is an 875 million dollar stake in Bloom Energy, a fuel cell company that generates power directly at the data center site, bypassing the power grid entirely.

One of our analysts at Milk Road called this exact play two months ago, took a massive position in Bloom Energy, and it is already up over 40 percent.

After Bloom announced a 2.8 gigawatt fuel cell deal with Oracle this week, the stock surged 15 percent in a single after-hours session and that 875 million dollar position is now worth close to 2 billion dollars.

His other major positions follow the same electricity-first logic, 700 million dollars in CoreWeave, a massive short on Infosys betting that AI coding agents destroy the outsourced IT business, Intel call options printing multiples on a 53 percent run

And a 10 percent stake in Core Scientific, a Bitcoin miner converting its power infrastructure into AI data center hosting.

The entire Wall Street AI trade was piled into model companies and chip companies.

Aschenbrenner looked at the same thesis and concluded the real bottleneck was whether the power grid could deliver enough electricity to run the models.

He was right, and the returns are public record.

Our analysts are finding the next plays before they make headlines.

If you want access to the full thesis and what we are watching right now, go PRO. Link below!

[david @ldavid2k]

last easter as a broke nigga

[Tooly @ToolySOL]

Crazy how a tiny sperm can turn into a unprofitable crypto trader.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 has now erased -$4.5 trillion in market cap since the Iran War began on February 28th.