Cryptomoose

Moose On-Chain 🦌 Moosish across $BTC $ETH $SOL $SEI 🚀 No financial advice — always DYOR 👈

[Cryptomoose @MooseOnChain]

🔹 Bullish? Bearish? Nah. We’re going MOOSISH. 🫎🚀
Strong, steady, and unstoppable—no weak hands, no panic, just conviction.
Are you #Moosish enough? 💎
#CryptoMoose

[Puru Saxena @saxena_puru]

Moral of the story - do NOT chase hot IPOs

Year-1 average drawdown = 55%
Year-1 median drawdown = 54%

Table: Truist

[InvestmentGuru @InvestmentGuru_]

One AI Supercycle -
10 Layers. 10 Tickers.

Layer 1 — Power | $BE

A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the intersection of distributed power generation and the insatiable energy appetite of hyperscalers. Power is the foundational constraint — before chips, before cooling, before anything else.

Layer 2 — Substrates | $AXTI

InP (Indium Phosphide) and GaAs (Gallium Arsenide) wafers are the raw material for photonic components — lasers, modulators, detectors. AXT Inc supplies these specialty substrates to the photonics supply chain. Demand is structurally rising as Co-Packaged Optics (CPO) and 1.6T transceivers scale. Tight supply, long qualification cycles, few alternatives.

Layer 3 — Chips | $NVDA

H100. H200. Blackwell. Each generation widens the moat rather than narrowing it. CUDA lock-in is one of the deepest competitive advantages in tech history. $NVDA isn’t just a chipmaker — it’s the operating system of the AI era.

Layer 4 — Memory | $MU

HBM3E (High Bandwidth Memory) is the bandwidth interface between the GPU and data. Without it, the most powerful chips in the world are throttled. Micron is one of only three companies globally that can produce HBM at scale — alongside SK Hynix and Samsung. Supply is tight. ASPs are rising. The AI upgrade cycle is a multi-year HBM demand wave.

Layer 5 — Photonics | $AAOI

As data centers scale from 400G to 800G to 1.6T optical speeds, the components inside transceivers — lasers, modulators, detectors — face an exponential demand surge. Applied Optoelectronics is a pure-play photonics manufacturer benefiting directly from this cycle. Margin expansion + volume ramp = a powerful setup.

Layer 6 — Optics | $LITE

If photonics makes the components, optics assembles them into the interconnect.

Lumentum is a leader in optical networking — coherent transceivers, 3D sensing, EML lasers. The 800G → 1.6T transition is a hardware replacement cycle that touches every hyperscaler and co-lo data center globally. This isn’t incremental demand. It’s a full network overhaul.

Layer 7 — Cooling | $VRT

Vertiv designs and manufactures liquid cooling, immersion systems, and thermal management infrastructure for high-density AI racks. As GPU power density climbs past 1kW per chip, traditional air cooling fails. Vertiv is already embedded with the largest hyperscalers. Backlog is growing. Lead times are extending.

Layer 8 — Networking | $ANET

Arista Networks builds the high-speed Ethernet switching fabric that connects thousands of GPUs inside AI training clusters. Their software-defined architecture and 400G/800G switching platforms are designed for exactly the traffic patterns AI workloads generate. AI networking is a separate, incremental growth vector on top of their already dominant enterprise business.

Layer 9 — Data Centers | $NBIS

Nebius Group is building AI-native data centers — purpose-built for GPU density, liquid cooling, and low-latency networking. Unlike legacy co-los retrofitting old facilities, Nebius is starting from scratch for the AI era. Backed by Yandex’s original infrastructure DNA, they’re scaling fast in a market where capacity is chronically constrained.

Layer 10 — Hyperscalers | $GOOG

Google has committed $75B in capex for 2025 alone. Their TPU buildout, data center expansion, and AI product integration (Gemini, Search, Cloud) make them both a consumer and a builder across the stack. Every dollar they spend flows down through layers 1–9.

The AI supercycle isn’t a software story — it’s a physical infrastructure buildout that rivals the railroad era. Every layer of this stack is capacity-constrained, capital-intensive, and structurally undersupplied relative to where demand is heading. Most investors own one or two names at the top of the stack. The opportunity is in understanding all 10 layers — and sizing accordingly.

Not financial advice .

[Michael | Hypermarkets @itsmichaelluu]

CEO $NVDA says to buy sustainable energy stocks.

$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.

Right now, these 16 stocks have the exact set-up:

1. $PLUG — Price: ~$3.76 | Target: $30
Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely.

2. $FLNC — Price: ~$20 | Target: $65
Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations.

3. $ARRY — Price: ~$10 | Target: $40
Solar tracking systems maximize output at utility farms directly powering AI data center campuses nationwide.

4. $SHLS — Price: ~$10 | Target: $32
Electrical balance-of-system components connect large solar farms to the grid that powers AI infrastructure.

5. $RUN — Price: ~$14.00 | Target: $50
Distributed home solar and storage cuts grid strain during peak AI-driven electricity demand surges.

6. $CSIQ — Price: ~$17.87 | Target: $80
Utility-scale solar modules and grid-scale battery storage systems feed clean power into AI-hungry electrical grids.

7. $BEP — Price: ~$35 | Target: $200
Global hydro, wind, solar & nuclear operator $BE
partnered with Bloom Energy in a $5B deal to co-build AI power factories.

8. $CWEN — Price: ~$38 | Target: $120
10+ GW of contracted wind, solar & storage sells clean baseload power directly to hyperscaler data centers.

9. $JKS — Price: ~$25.00 | Target: $50
One of the world's largest solar manufacturers supplying panels to utility farms feeding the AI power grid.

10. $DQ — Price: ~$20.00 | Target: $35
Polysilicon feedstock producer enabling solar panel manufacturing that powers AI data center campus buildouts.

11. $HASI — Price: ~$42 | Target: $80
Finances solar, wind & storage projects supplying contracted clean power directly to AI data center operators.

12. $EOSE — Price: ~$8 | Target: $24
Long-duration zinc batteries solve renewable intermittency enabling always-on clean power for non-stop AI workloads.

My top 3 favorite ones to buy and hold would be $PLUG, $ENLT and $BEP since they have a deal with $BE.

BONUS, I really like $ENPH (look how beaten down it is) at $53. It could run towards $300+ again.

♻️RESHARE this post and make 1 comment for my list of sustainable energy companies under $10. There's only 5 good ones like $PLUG to choose from.

[Pius the Banker @PiusSprenger]

Bitcoin is going to ZERO for the last 17 years.

[Cryptomoose @MooseOnChain]

$BTC might dip, but CryptoMoose doesn’t flinch. The market shakes — the moose stands tall. 🦌⚡ #CryptoMoose #BTC

[Cryptomoose @MooseOnChain]

@TroveMarkets

[Cryptomoose @MooseOnChain]

@TroveMarkets 3K4M29A
WMK6CZU
BDK7M4Z

[Cryptomoose @MooseOnChain]

@TroveMarkets 3K4M29A
WMK6CZU
BDK7M4Z

[Cryptomoose @MooseOnChain]

@TroveMarkets TNPDN7L
3K4M29A
WMK6CZU
BDK7M4Z

[Collaterize @collaterizehq]

V2 awakens on September 10th 2025.

[Cryptomoose @MooseOnChain]

@nodesphereai Mooooosish 🫎

[Node Sphere AI @nodesphereai]

The new Node Sphere AI website is live.

This version wasn’t assembled. It was written.

It reflects how we build product:
purposeful, efficient, and on our own terms.

→ https://t.co/byztqGzoon

[Cryptomoose @MooseOnChain]

@RoniArvonen Itse valitsisin Bitcoinin ja siirtyisin eläkkeelle 50-vuotiaana...

[Cryptomoose @MooseOnChain]

@BitcoinCarl_ They are using ChatGPT to get answers...

[Eric Balchunas @EricBalchunas]

$IBIT blew through the $80b mark last night, fastest ETF to get there in 374 days, about 5x faster than the previous record, held by $VOO, which did it in 1,814 days. Also at $83b it's now 21st biggest ETF overall.. via @JackiWang17

[Sei @SeiNetwork]

Stablecoins are dollars that do more.

☑️ Programmable.
☑️ Globally accessible.
☑️ Available 24/7.

($/acc)

[Cryptomoose @MooseOnChain]

@zt100x Mooooosish 🫎

[Collaterize @collaterizehq]

Internet Capital Market, coming to @Solana

[Collaterize @collaterizehq]

Roadmap for Internet Capital Markets

[Cryptomoose @MooseOnChain]

@CollaterizeHQ Mooooosish 🫎