kendy cane

Inventor of Elehugs. Fanatic of Taco Bell. Crazzzy with Three z’s. I love you too.

[kendy cane @kenisgone]

I learn so much crap on twitter. I am going to die so intelligent.

[Hunter Allen @HunterAllen4]

$XOS

I missed this one earlier fam, but this is a strong addition to the power grid theme.

Behind-the-meter storage stocks are catching serious bids right now, and $XOS just put itself directly in the middle of one of the biggest bottlenecks in America: power availability.

This will 20x from here. 125$ stock chilling currently.

27m market cap. EARLY

36x average volume today.
Ran over 200%.
If this thing gives a dip, don’t sleep on it.

Repost. Bookmark. Subscribe $1.

⚡ The story:

$XOS just launched its new Power Hub platform, a containerized behind-the-meter energy storage and hybrid power system built specifically for AI data centers, industrial facilities, and mission-critical operations struggling with grid delays.

The key differentiator?

Most projects wait 3-7 years for utility interconnection approvals.

XOS says its Power Hub can be trucked to a site and energized within days.

That’s a massive value proposition as AI infrastructure demand explodes.

📊 What stands out:

• 1.2 MWh to 4 MWh scalable systems
• 2.5 MWh flagship delivers 1.2 MW continuous output
• Factory integrated battery, controls, PCS and generator logic
• No expensive multi-vendor integration process
• Standard container deployment
• Built using architecture already supporting 250+ MWh deployed across North America

The company isn’t pitching a battery.

They’re pitching a deployable power plant.

And that’s exactly what AI infrastructure developers need right now.

💰 Financials improving too:

• Q1 revenue up 90% YoY to $11.2M
• Gross profit up to $4.3M
• Record gross margins of 38.6%
• Operating losses cut roughly in half
• Lowest operating loss since becoming public

For a company valued around $27M before today’s move, those numbers matter.

👀 Why the market reacted:

Everyone knows AI needs chips.

Fewer people realize AI also needs power.

Data centers are being delayed because electricity can’t get to the site fast enough.

XOS is attempting to monetize that bottleneck with a plug-and-play solution that can be deployed immediately instead of waiting years for infrastructure upgrades.

Whether they execute remains to be seen.

But if management starts announcing Power Hub orders, partnerships, leasing agreements, or deployments, this could become much more than an EV truck story.

The market is beginning to recognize that behind-the-meter power may be one of the biggest investment themes of the next decade.

$BE $TE $CEG $FLNC $FCEL $HYLN $SIVE $SHAZ $NVDA $NBIS $MU $ALAB $AVGO $PLUG $TOYO $NOK $BB $IREN $CRWV $MRVL $COHR $OCC $ENPH

$XOS just entered the conversation.

[Peter DiCarlo @pdicarlotrader]

If you trade $META, pay attention. 🚨

$META has chopped sideways for 7 months, but the next big move is loading.

Today I show you the rule that would’ve kept you out of this dead money, why I think a massive squeeze is coming, and the exact conditions I need before I go long.

[𝗖𝗛𝗔𝗜𝗡 𝗠𝗜𝗡𝗗 ⛓🧠 @0xChainMind]

S&P NEVER BOUNCES WITHOUT TOUCHING EMA 200!

Each macro drop on SPX ends at the same support

We're sitting way above it right now, just like before every previous correction.

So if pattern repeats, SPX must drop another ~25% to the EMA 200 same as before.

Notifs on, I'll update you on this.

[kendy cane @kenisgone]

@TexasWhatWhat I’m looking for those earnings too. What happened I wonder.

[Jim Cramer @jimcramer]

This software rally is just so unexpected...it's fueled by massive short covering

[Qmo @QmoCrypto]

🚨 BREAKING

🇺🇸 BLACKROCK JUST STARTED AGGRESSIVELY BUYING BITCOIN AHEAD OF TOMORROW'S US MARKET OPEN.

THEY BOUGHT $320,000,000.00 TODAY, AND THEY'RE BUYING EVEN MORE RIGHT NOW!

LOOKS LIKE THEY KNOW SOME REALLY GOOD NEWS IS COMING...

[Barchart @Barchart]

WARNING 🚨: Stock Market reaches most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression 🤯👀

[DANNY @Danny_Crypton]

🚨 GOLD IS ABOUT TO REPEAT 1979

🇺🇸 TRUMP just requested an audit of 147 MILLION ounces of gold.

That’s $700 BILLION at current prices.

And the worst part is..
The last public audit was in 1979.

And now the same chart, 50 years apart:

1979: Iran War → Gold Audit → Chaos and Dump
2026: Iran War → Gold Audit → (We are here)

I created a pre-dump GOLD trading guide using AI based on OpenClaw..

All you need: a phone + Claude + 1 hour a day (free)

To join:

• Comment "Gold"
• Like and Retweet

Same pattern. Same setup. History doesn't repeat but it rhymes.

(Must follow me so I can send you a DM, good luck)

[kendy cane @kenisgone]

@wolfgangkasper That was brilliant

[Michael Axel @AlphaMarketsX]

H200 rental rates dropped 40% in three weeks because Chinese buyers disappeared overnight, not because AI demand cracked. Nvidia reported zero Hopper shipments to China in Q2, down from $4.6B in Q1. That capacity is now hitting Western spot markets—a supply shift, not demand destruction. AWS and Azure clusters remain sold out through August.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks.

A -40% drop in the cost of the single most strategic asset in tech.

When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said.

Either way, somebody is selling.

So why is the AI trade still pricing in scarcity?

[Stock Market Nerd @StockMarketNerd]

Software a month ago:

“These companies are dead. Their moats will be vibe coded away. System of record? Mountains of data & know-how to make this all work? Who cares. These business models don’t work. Needed token investments will crush margins on the growth they can still find. Dinosaurs. Such obvious shorts.”

Today:

“This sector looks cheap. Why is everyone so negative? Forward looking financial trends look good for most. Consumption-based models are perfect for AI & others are successfully shifting there. Better outcomes can always be monetized. Agentic traffic will offset any headwinds. Their data is the only way this will deterministically work. Vital cog in the machine to turn this wildly promising potential into valuable impact. These were such obvious longs.”

Sentiment follows price.

[JEFE TRADES 🔪 @JEFETRADES]

NOBODY IS TALKING ABOUT THIS... MY GOD🚫

$AMD is going to push to $600 and $META NEEDS this to happen. Facebook could potentially own 10 PERCENT of AMD stock if this happens. This would turn META into a JUGGERNAUT and position them VERY WELL as a hyperscaler

THIS IS MASSIVE👇

[Stock Market Nerd @StockMarketNerd]

If you bought $100 of $SNOW at the IPO 6 years ago.

You would currently have about $100.

But the memories... those are priceless.

[kendy cane @kenisgone]

@Trad8sbyaustin I’ll buy a small position. Check $APPS. It’s flying under the radar screen. Multibagger. Only recently started going up.

[kendy cane @kenisgone]

@JoshTradeOption Yes. Up today. But I think it can 3-4x from here in a year.

[kendy cane @kenisgone]

@amitisinvesting You do this well

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC, disclosed a 5.6% stake in Nebius $NBIS. Aschenbrenner has been a major believer in the neocloud theme, previously building positions in CoreWeave and IREN, and has now added Nebius to the fund as $NBIS hit all-time highs after hours.

2. Starting on July 4, every American newborn will be eligible to receive $1,000 to invest in the stock market, according to The Wall Street Journal. The program would give children an early start in building long-term wealth through market exposure from birth.

3. $META Meta is getting into the AI subscription game, expanding paid subscriptions globally across Instagram, Facebook, and WhatsApp while testing new AI, creator, and business plans under the “Meta One” brand. Consumer plans are expected to start around $2.99 to $3.99 per month, while Meta is also testing AI tiers at $7.99 and $19.99 per month, with the higher tier offering more capacity for complex prompts, deeper reasoning, and increased image and video generation. It looks like Zuckerberg is starting to position subscriptions as Meta’s next major revenue stream beyond advertising.

4. $HOOD Robinhood is officially entering the agentic era, launching Agentic Trading and an Agentic Credit Card that let users connect AI agents to Robinhood through MCP servers so agents can trade or make purchases on their behalf. Agentic Trading will operate through a separate account, meaning the agent only has access to the money users deposit there, with push notifications and real-time activity and P&L tracking. The Agentic Credit Card will let an AI agent spend through a dedicated virtual Robinhood Gold Card with user-set spending limits, optional manual approvals, expense tracking, and 3% cash back.

5. Marvell $MRVL reported Q1’27 revenue of $2.42 billion, beating estimates of $2.40 billion and rising 28% year-over-year, with adjusted EPS of $0.80 versus estimates of $0.79. For Q2, Marvell guided revenue to $2.7 billion versus estimates of $2.6 billion, implying 35% year-over-year growth, with adjusted EPS expected between $0.88 and $0.98 versus estimates of $0.90. The company also raised its fiscal 2027 revenue outlook to nearly $11.5 billion and projected fiscal 2028 revenue of $16.5 billion, driven by strong AI and data center demand.

6. Dell $DELL won a five-year, roughly $9.7 billion Pentagon software agreement to provide Microsoft enterprise software across the U.S. military. The deal covers $MSFT Microsoft 365, cloud subscriptions, and on-prem licensing through a single contract vehicle, with Pentagon officials expecting the consolidation to reduce duplicate software spending and save about $422 million annually.

7. Top 10 options by contracts traded today were $NVDA with 3.4M contracts, $TSLA with 3.1M, $META with 1.0M, $MU with 1.0M, $AAPL with 1.0M, $AMZN with 788K, $IREN with 667K, $MSFT with 541K, $NOK with 511K, and $PLTR with 389K.

8. The U.S. military has reportedly carried out new strikes on an Iranian military site that officials said posed a threat to U.S. forces and commercial shipping in the Strait of Hormuz, according to Reuters. U.S. forces also intercepted multiple drones launched from Iran. Faytuks Network reported that the operation took place in Bandar Abbas, with an official saying the U.S. will act to safeguard its regional interests and that the action does not affect the ceasefire.

9. Amazon $AMZN just announced a new deal with Snowflake $SNOW for its agentic computing chips. Snowflake plans to pay Amazon $6 billion over the next five years, while $SNOW shares jumped 30% after hours following a double beat on revenue and EPS.

10. A Google $GOOGL engineer has been charged in a $1.2 million Polymarket case after federal prosecutors alleged that Michele Spagnuolo used confidential Google “Year in Search” data to bet on Google-related prediction markets before the information was public. Prosecutors say he traded under the name “AlphaRaccoon,” accessed internal Year in Search data, and risked about $2.75 million across roughly 25 outcomes, including the most-searched person of 2025. After Google released the results, the account allegedly made about $1.2 million in profit.

11. During President Trump's cabinet meeting today, Trump said the Strait of Hormuz will remain open to everyone, calling it international waters and saying the U.S. will watch over it. On Iran, Trump said he is “not satisfied yet” with the current deal, adding that Iran is “negotiating on fumes” and is intent on reaching an agreement, but that talks are “not there yet.” He also said the U.S. is not discussing sanctions relief, would not be comfortable with Russia or China taking Iranian uranium, and will “keep control of Iran’s money.”

12. Reddit $RDDT is rolling out its native Shopify $SHOP integration globally, letting merchants connect their Shopify storefronts to Reddit Ads with quick setup, codeless Reddit Pixel tracking, and automated product catalog syncing. Reddit says its users are 62% more likely than the average American to be daily shoppers, while TransUnion research found Reddit delivers more than 2x the incremental ROAS of the average media plan in North America, returning $12.52 for every $1 spent.

WALL STREET IS THE GREATEST SHOW ON EARTH.