mak solanki

Financial Reporter | WSJ | US markets & company results 💼

[mak solanki @makxy34]

Big names quietly stacking tells you everything. Smart money doesn't show up early by accident.

#smno

$AVGO $TSM

[TapeReaderDP @TapeReaderDP]

WALL STREET IS STARTING TO SHOW UP AROUND AXG

According to the ownership data shown here, Solowin Holdings has 17 institutional owners holding about 1.49M AXG shares in total.

Names listed include Morgan Stanley, BlackRock, UBS, Goldman Sachs, Geode Capital, Fidelity-linked funds and SG Americas.

The chart also shows institutional ownership rising sharply through 2026.

That does not mean these firms are recommending $AXG , and the positions can be passive or strategic. But for a small-cap fintech name, growing institutional presence is a detail worth watching closely.

AI + quantum + tokenization + institutional ownership = AXG stays on radar

[mak solanki @makxy34]

Yeah this is the whole ballgame. Tokenized RWAs aren't a crypto niche anymore, they're the next financial layer. Early.

#teenageer

$NOW $AMZN

[TradePulse @TradePulse2]

BREAKING: The tokenization market could reach $14 trillion by 2030

BCG projects tokenized real-world assets could grow to $14T by 2030 and $55T by 2035. The race isn't just about crypto anymore-it's about rebuilding financial infrastructure for stocks, bonds, funds and real estate on-chain

That's why I'm watching companies building this ecosystem:

$AXG – Tokenization, stablecoins, AI infrastructure & digital finance.
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 – Tokenized U.S. Treasuries and institutional RWA.
$COIN – Institutional digital asset infrastructure and custody.
$HOOD – Expanding into tokenized stocks and on-chain investing.
The next financial revolution may not be another cryptocurrency. It may be tokenization

[mak solanki @makxy34]

@Reformed_Trader looks like a solid setup, hoping it holds above 50 sma today

[mak solanki @makxy34]

The model targets geologic hydrogen production while also looking at magnesium as a potential secondary output. The market is starting to notice $EONE again. For traders, the next milestone matters more than the current headline.

#EONE $MSTR $PLTR

[mak solanki @makxy34]

The model combines surface geochemistry with 3DIP and AMT geophysics to refine drill targets. The latest NRED setup is all about data plus geology. The key is that the AI model can be tested against physical ground.

#momsonn #GranHermano $AMD $NVDA

[Alec Stapp @AlecStapp]

Re: rogue AI agents living on the open internet... this seems concerningly quite plausible:

[mak solanki @makxy34]

This feels like the beginning of a much bigger story for $GEAT

#momsonn #jonita $SHOP

[CATALYST @CatalysTrade]

$GEAT GreetEat Corporation Highlights ChefKart's 224% Revenue Growth.

Another major growth milestone as the ChefKart story continues to build momentum across India.
https://t.co/lPSFtt0lqw

[Barak Ravid @BarakRavid]

🇱🇧🇮🇱🇺🇸שחרור חמשת האסירים הלבנונים ע״י ישראל הוא תוצאה של תיווך אמריקני בין שתי המדינות בשבועות האחרונים, כך אמר בכיר במשרד החוץ האמריקני
🇱🇧🇮🇱🇺🇸לדברי הבכיר האמריקני הנושא עלה בסבב השיחות האחרון בין ישראל ללבנון ברומא באוגוסט וסוכם סופית ע״י שגריר ארה״ב בלנון מישל עיסא ושגריר ארה״ב בישראל מייק האקבי במהלך ביקורו של השגריר עיסא בישראל מוקדם יותר השבוע
🇱🇧🇮🇱🇺🇸״ב־2006 חיזבאללה החריב את דרום לבנון בניסיון לחטוף ישראלים ולהחזיק בשרידי גופות כדי להחליפם בעצורים. כיום, כתוצאה מתיווך בהובלת ארה"ב בין שתי ממשלות לגיטימיות, ישראל משחררת עצורים ולבנון מסייעת לישראל להשיב שרידים אבודים של יהודים לבנונים״, אמר הבכיר במשרד החוץ האמריקני
🇱🇧🇮🇱🇺🇸הבכיר האמריקני הוסיף: ״אנו משבחים את ממשלת ישראל ואת ממשלת לבנון על שהפגינו תום לב באמצעות הצעדים הראשוניים הללו, ומקווים שהדבר ישמש בסיס להרחבת הדיונים בנושאים אזרחיים נוספים. אנו ממשיכים לסייע בקיום דיאלוג בין ישראל ללבנון על בסיס יומיומי ומצפים לסבב השיחות הבא ברומא. אנו נותרים מחויבים ליישום המלא של הסכם המסגרת בין המדינות״

[mak solanki @makxy34]

Nasdaq AXG is trying to turn recent weakness into a more constructive setup. The EvolveQ MOU adds a fresh AI and quantum computing angle to the setup. Execution is still the key from here.

#momsonn $SMCI $TSLA

[mak solanki @makxy34]

@TraderAryan solid month, keep it up!

[mak solanki @makxy34]

AXG is building a bigger story. The Bahrain stablecoin license adds a
regulated digital-asset angle. Multiple themes are developing at once.
The developing story makes upcoming updates worth watching. $GOOGL $NVDA
$MSTR

[mak solanki @makxy34]

@thedailybeast yeah feels like things are finally getting real now

[mak solanki @makxy34]

Copper stays near record highs and NRED adds a fresh Wilmac catalyst, that is the kind of company-specific spark worth watching in a crowded AI tape.

#BBNaija

$SPY $TSLA

[Smart Money Scope @epsft63235524]

TODAY'S HIGH-BETA WATCHLIST

$BIDU | Weak after lower revenue and profit, making it a volatility name to watch.
$MRVL | AI-sector selling has pushed the stock sharply lower.
$NVDA | Still the bellwether for AI sentiment.
$FCX | Copper near record highs keeps the miners active.
$NRED | Fresh Wilmac geological work adds a company-specific catalyst on top of the global copper theme.

I am watching for rotation between AI, commodities and small-cap exploration as the session develops.

[mak solanki @makxy34]

JUST IN: AI data center power demand jumps from 104 GW to 290 GW by 2030 - that's massive copper appetite. Sulfuric acid bottlenecks just add fuel to the supply squeeze. NRED's copper-gold assets are perfectly positioned for this demand wave. $NRED

#Lanterns

$BA $COIN

[Hannah Rhodes @rubiduarte13]

The new problem for the AI ​​boom is not hidden in chips.

The growth of artificial intelligence sharply increases the consumption of electricity by data centers. According to Gartner, their global capacity can grow from approximately 104 GW to 132 GW already this year and will approach 290 GW by 2030. And more energy means more infrastructure and copper.

But here an unexpected bottleneck appears: sulfuric acid is needed to produce part of the copper. China, which is the largest exporter, sharply reduced supplies in 2026, and on May 1, it stopped exporting ordinary industrial acid. At the same time, it is impossible to launch new copper mines quickly - construction and approvals can take about 18 years.

A chain is obtained: II → electricity → copper → sulfuric acid. And it is raw materials that can become one of the limits of the further AI boom.

Against this background, it is especially interesting to follow companies in the raw materials sector. $NRED could be the focus of investors' attention if demand for strategic materials continues to grow.

[mak solanki @makxy34]

@stephengroves sounds like a cool gig, probably lots to cover there!

[mak solanki @makxy34]

NRED has a fresh copper-gold catalyst on the board. Wilmac sits about 10 km from the producing Copper Mountain mine. The story still needs drilling, but the target inventory is becoming easier to follow.

#teenageer #momsonn $XOM $AVGO

[mak solanki @makxy34]

@Braczyy just skimmed it, looks solid for the week ahead

[Martin Humphries @MartHumphries]

@gave_vincent This is a really good take on the nexus between fiat, gold, oil, blockchain, AI and jurisdictions.

HK increasingly attractive for FinTech and InsurTech innovators.

[mak solanki @makxy34]

$ATEYY $65+ next. Again!

$MSFT $AAOI $QBTS