Meridius

Stocks, Options, Sports

[Meridius @meridius36]

@GuyAdami She’s a beaut Clark!

[Meridius @meridius36]

@alexandr_wang Sir, do you even sleep!? 😂

[Meridius @meridius36]

@StockSavvyShay For the 4th time today! lol

[Meridius @meridius36]

@JonahLupton @chamath That’s how @GavinSBaker framed it

[Meridius @meridius36]

@SingularityRes Not sure if I’d say “finally” with AAOI up almost 500% YTD haha but to your point should be more upside to go!

[Singularity Research @SingularityRes]

Just released my most ruthless AI prompt ever

It forces LLMs to hunt real AI bottlenecks most investors completely miss.
Zero diplomacy.
Global search (US + Taiwan + Korea + Japan).
3 market-cap tiers.
Scoring + de-rate triggers.

Here’s what Claude, Gemini, ChatGPT, Perplexity & Grok spit out:

[Meridius @meridius36]

@JonahLupton Can’t help but notice a lot of the more quality software stocks are popping after their Q1 earnings so far. Trying to stay grounded, but can’t find any reason why $APP wouldn’t follow this trend. Might add some calls into earnings

[Meridius @meridius36]

@StockSavvyShay Outside*

[Meridius @meridius36]

@Lions Who?

[Meridius @meridius36]

@JonahLupton What will it take for these stocks to catch a bid? I can only imagine the AI narrative will only get stronger as models/agents/whatever get better and better with each release

[Meridius @meridius36]

@JonahLupton On the latest All-In podcast, David Friedberg offers some great framing about this and would recommend taking the 10 mins to listen. Insightful as always - at a high level boxes with how you’re thinking about it.

[Meridius @meridius36]

@POLR_Investing Is it a similar story to $HIMS here, fear of Amazon swooping in bundled with increasing competition and margin pressure in this space?

[Meridius @meridius36]

@JKeynesAlpha @hereforgoodish Are you/have you bought any additional shares after hours?

[Meridius @meridius36]

RT @StockSavvyShay: 5 COMPANIES POWERING $NVDA 800V DC ALLIANCE

The biggest theme across Nvidia GTC event & the $AMZN, $META, $GOOGL & $MS…

[Bill Gurley @bgurley]

Buzz around security tokenization as an alternative to IPOs is growing. Had Wall Street embraced innovation by promoting Direct Listings, perhaps tokenization wouldn't appear as disruptive. In choosing to protect their interests & not innovate, they are now more at risk.

[Shay Boloor @StockSavvyShay]

$QS PARTNERS WITH $GLW TO SCALE ITS CERAMIC SEPARATOR

[Meridius @meridius36]

@JonahLupton Get well soon!

[Meridius @meridius36]

$TGEN proving its worth! @jinacapital

[Meridius @meridius36]

💡 TL;DR:

$TGEN makes gas-powered cooling for data centers.
No one else in public markets is doing this.
Think of it as the “HVAC for AI” — before Wall Street figures it out.

I’m long. DYOR.

Want to cool off while everyone else overheats chasing GPUs?

📍 Follow me for more microcap AI infra plays
💬 Drop questions or tickers — I’ll dive in
🔁 RT if you think $TGEN is the next AI sleeper

#AI #DataCenters #TGEN #Microcap #NVIDIA

[Meridius @meridius36]

@JKeynesAlpha @faivrenicolas11 For better or worse at a macro level, I think it’s fair to say that rate cuts, and more of them, are at a higher probability than even a month ago. If nothing else, I hope this drives the algos to increase their weighting to a more heavy small/mid cap mix and lifts all “boats”

[Meridius @meridius36]

@TrendSpider What was said?