Roland 🦁🛖

[VincenT KaiseR 🥷🏽🏹 @insidebarbandit]

My WL going into NW/NM:

$DKNG
$CAVA
$QCOM
$SNDK
$ARM
$VZ
$HAL
$NOW
$AAPL

[Fabrizio Romano @FabrizioRomano]

🚨🇧🇪 BREAKING: Mark van Bommel as new Belgium head coach, here we go!

Deal in place until June 2028 for van Bommel, ready to replace Rudi Garcia.

Signatures to follow but all agreed, as @PJCalcoen reported.

[Rich Peter @RichPeterLi]

$COIN ----Bitcoin’s persistent price volatility keeps drawing institutional capital inflows, directly lifting Coinbase’s trading volumes and custody fee income. Amid tightening global crypto regulations—exemplified by the EU’s MiCA framework officially taking effect this July—Coinbase’s industry-leading compliance standards position it as the front-runner set to capture market share from smaller exchanges amid broad industry consolidation.

The stock currently trades at mid-to-lower levels relative to its all-time high, offering meaningful margin of safety for investors betting on crypto’s long-term secular growth. Regardless of whether crypto markets rally or slump, Coinbase operates as the classic “pick-and-shovel play”: its business model boasts exceptional sustainability so long as trading demand persists.

1.Institutional Adoption Tailwinds
Coinbase is far more than a retail trading venue; it has emerged as the go-to gateway for large institutions allocating digital asset exposure. By providing custody and settlement services for crypto ETFs, the firm has embedded its operations deep within Wall Street’s core financial infrastructure.

2.Diversified Revenue Streams
The company is actively shifting away from an overreliance on pure trading commissions toward a service-driven revenue mix, including staking rewards, cloud infrastructure offerings, and stablecoin-related proceeds. This diversified income profile bolsters its downside resilience during crypto bear markets versus prior cycles.

3.Ecosystem Competitive Moat
As the largest and most regulation-compliant digital asset exchange operating within the U.S., Coinbase holds outsized quasi-monopolistic advantages amid the broader institutionalization of cryptocurrencies.

[Roland 🦁🛖 @mboakid27]

@AlexsOptions ITB as well, homebuilders.

[Shay Boloor @StockSavvyShay]

Bank of America now expects three Fed rate hikes in 2026 with 25bps increases in September, October and December taking rates to 4.50%.

The bank also doesn't expect cuts until 2028 while Polymarket now gives a 61% chance of at least one Fed hike next year.

[Rich Peter @RichPeterLi]

$VST --- In mid-June, Helix Digital Infrastructure — a KKR-backed unicorn specializing in purpose-built hyperscale AI-exclusive data centers — named Vistra its preferred integrated power solutions provider. The designation positions $VST as the steady, high-reliability electricity supplier to America’s largest AI compute clusters nationwide.

$VST continues steady progress toward its $4 billion acquisition of Cogentrix Energy, announced earlier this year. The transaction will add 5,500 megawatts of clean natural gas generation capacity in grid hubs with the densest concentration of AI data centers, including PJM and Texas’ ERCOT market. Management explicitly guided that the buyout will deliver mid-single-digit EPS accretion in 2027.

1. “Power Is the Final Bottleneck for AI”: Insatiable Data Center Power Demand
Data centers hosting training and inference workloads for frontier large language models such as GPT-5 and Claude 3.5 operate as massive energy hogs. A single modern hyperscale AI campus consumes electricity equivalent to tens of thousands of residential households. Major U.S. tech hyperscalers including Meta, Microsoft, Google and Amazon are aggressively competing to lock in constrained power allocation across the country. As one of America’s largest independent power producers and retail energy providers, Vistra commands an expansive baseload generation fleet, cementing its status as the go-to power landlord hyperscalers line up to sign long-term Power Purchase Agreements (PPAs) with.

2. All-Weather Balanced Generation Mix: Round-the-Clock Nuclear + Flexible Natural Gas

Wind and solar are intermittent variable renewables and cannot serve as reliable baseload generation.Hyperscalers carry two non-negotiable power requirements for AI facilities: carbon-free clean energy to hit ESG sustainability targets, and uninterrupted 24/7 grid stability.

Vistra solves this dual pain point with an unrivaled asset portfolio. Its flagship Comanche Peak nuclear complex delivers fully carbon-free, 100% dependable baseload power year-round. Complementing its nuclear fleet sits one of the nation’s top-tier natural gas peaker fleets, boasting commercial availability exceeding 97% that can instantly ramp output to deliver flexible load-following support during peak power draw. This gold-standard nuclear-plus-gas generation mix has virtually no comparable peer across the U.S. power landscape.

3. Aggressive Share Buybacks & Compounding Profit Growth
Vistra has built a reputation on Wall Street as an aggressive capital return player. During Q1 alone, the firm returned $600 million to shareholders via a combination of cash dividends and share repurchases. The company retains an unused $1.5 billion buyback authorization on its balance sheet, slated for full execution by the end of 2027. Retiring outstanding shares through consistent repurchases mechanically lifts earnings per share even when total corporate net income holds flat, creating durable compounding upside for investors.

[Roland 🦁🛖 @mboakid27]

@AdexTrades 9ja - Kamer (Cameroon) lol

[Chandler Trades @ChandlerTrading]

$UNH

Massive rally from that demand, now up into some supply

Good time for some caution/profit taking on this one

[Roland 🦁🛖 @mboakid27]

@insidebarbandit @AdexTrades_Main You earned it, bro! It is clear that we have been selected to proudly represent our family on this incredible journey. Let's go!

[Shay Boloor @StockSavvyShay]

President Trump says $NVDA H200 is “a great chip.”

He also said H200 didn’t come up during China trade talks.

[Ma$e @maseflow]

All that matters is that we help one another. 🤝 🫂

https://t.co/B0PVXWU1C0

[unusual_whales @unusual_whales]

Trump: Nobody thanks us. They don’t say, 'oh, thank you so much,' they think we’re stupid

[Shay Boloor @StockSavvyShay]

$NVDA & $GOOGL are expanding their AI partnership with Rubin-powered A5X instances built for clusters that can scale to ~960K GPUs.

The rollout also points to 10x lower inference cost, 10x higher throughput & rising demand for frontier AI workloads in the cloud.

[Roland 🦁🛖 @mboakid27]

@AdexTrades And if OpenAI IPO’s between 3rd & 4th quarter this year as estimated hmmm!

[Roland 🦁🛖 @mboakid27]

RT @StockSavvyShay: By 2028, $NVDA could be generating over $1B in revenue per day 🤯

[Roland 🦁🛖 @mboakid27]

@unusual_whales Tell me you’re a strat analyst without telling me lol @insidebarbandit @AdexTrades @AlexsOptions @TradeSniperSara

[Roland 🦁🛖 @mboakid27]

@insidebarbandit @pallnandi @allgrind_marc Exactly brother!

[Roland 🦁🛖 @mboakid27]

@insidebarbandit I can't take my eyes off M & 3Wk charts!

[Roland 🦁🛖 @mboakid27]

@insidebarbandit 😂😂😂 🚀