Everyone is fighting over GPUs.
But GPUs are useless without the one thing nobody is building enough of.
Power.
3 stocks own this trade.
And hedge funds have been quietly stacking all three.
Here they are:
AI data centers are about to consume more electricity than entire countries, and the grid is nowhere near ready.
9 energy stocks are sitting directly in front of that demand.
Here they are:
So Trump's latest move in the Middle East âwar gameâ is a complete blockage of the Strait of Hormuz.
What does that mean for USD, #oil, #silver, and #uranium?
In the short term, this is likely bullish for the USD as a safe haven, and of course for oil prices. For silver and uranium, equities may take another hit due to broader market fear and risk-off sentiment. However, I donât expect the price of physical silver to fall significantly as industrial demand from solar, EVs, and electrification remains strong, and the structural deficit continues. Gold will likely act as a stronger safe haven than the USD over the medium to longer term, which could also support silver demand.
As for uranium, the long-term price trend should continue grinding higher as nuclear energy once again becomes a global government priority and supply chain issues can add to an already tight supply situation.
Personally, Iâm holding onto my silver and uranium positions, along with my large investment in what I see as a key future material: fractal graphene (produced by $HGRAF / $HG).
Below are my current top picks in silver and uranium:
Silver: Established miners like $HL, $AG, and $PAAS should perform well. I also like $HYMC, currently drilling one of the largest deposits in the world, with another monster hit announced this week. I also invested in Southern Silver $SSV (will publish an updated MRE in Q2 and an updated PEA in Q3. They already documented 300Moz+ resource AgEq (prior to the coming updates) with the potential to produce 14Moz per year of AgEq). $JTWO is my wildcard, a low-cap company that recently reported bonanza-grade silver samples. 3,100 g/t Ag in grab samples from waste dumps, showing there is really high-grade silver in the system.
Uranium: Major producers $CCJ and $KAP should benefit significantly. $DNN and $NXE are now permitted but may face rising capex due to inflation, still solid picks in my view. $UUUU and $EU with current U.S. production. $UEC starting up slowly, but being unhedged will probably give them an advantage. Among explorers, I like Skyharbour $SYH, drilling near Denisonâs Wheeler River; Myriad Uranium $M.CN, a low-cap company with a project that could host one of the largest deposits in the U.S. based on historic results and new radiometrics; and Noble Plains $NOBL, a tiny explorer that recently drilled up to 1.5% grades on a textbook ISR project.
Just my Sunday thoughts, there are many other companies that could also perform very well. Feel free to share your favorites below. Disclosure: I am a shareholder in most of the companies mentioned. $M.CN, $SYH and $NOBL are sponsors.
Doomsday begins 48 hours after the fake artemis 2 show is over. From April 12 april 13 the world will see things theyâve never experienced or seen before You can mark this on your wall and hold me accountable for misinformation if this doesnât come to pass by the end of April
This trader gave Claude $44 and one question.
Not âwhat should I build.â
Not âhow do bots work.â
He asked: whatâs the easiest way to consistently extract money from short-term mispricing.
No lecture. No disclaimer. No theory.
It said: find small windows where the market is off by a few percent.
Quietly. Repeatedly. At scale.
Then it dropped a wallet.
stargate5
$165,618 profit
16,279 trades
Joined November 2025
He almost skipped it.
Then he opened the activity.
No predictions. No narratives.
Just micro trades on 5â15 minute windows.
Over and over and over.
Tiny edges. Constant flow.
The entire strategy:
scan for mispricing above ~6%
enter instantly
redeem at $1
repeat.
He asked Claude how this keeps working.
It said: you donât need big wins.
You need a small edge
executed thousands of times
at near-even conditions.
Volume handles the rest.
He asked: what kind of capital this started with.
Claude: based on sizing â probably under $1,000.
Compounding did the rest.
He went through the trades manually.
Same pattern every time:
short window
mispriced odds
fast execution
instant settlement
No randomness.
No luck.
The same edge, repeated 16,279 times
until it turned into $165K.
He asked Claude one last thing.
What do you call this strategy?
It said: capturing the gap between panic pricing
and actual probability
on repeat.
At scale, that gap becomes income.
Still running.
You only need Claude + laptop + 1 hour/day.
Giving This Free for 24 hours. To get it:
Just:
1. Comment the word âCLAUDEâ
2. Like and Retweet this post
3. Follow me @marryevan999 (so that I can message you)
đš Do you understand what Iran just did to the global economy less than 24 hours before Trump's deadline..
they hit Jubail Industrial City.. Saudi Arabia's largest petrochemical complex.. the zone that produces 60,000,000 tons of petrochemicals a year.. 6 to 8 percent of EVERYTHING the world makes..
this isn't a military target.. this is the chemical backbone of modern civilization..
> SABIC.. the fourth largest petrochemical manufacturer on Earth.. is on fire
> Dow Chemical's Sadara complex.. 26 production units.. already suspended operations weeks ago
> Saudi Aramco paid $70,000,000,000 for their stake in SABIC.. that investment is literally burning right now
> 85 percent of Saudi Arabia's non-oil exports come from this ONE zone
here's what nobody is framing correctly..
Iran didn't hit a refinery.. they hit the feedstock that becomes your plastic.. your fertilizer.. your packaging.. your medical supplies..
and they did it the night before Trump said he'd turn Iran into rubble..
you're not watching a war.. you're watching two countries racing to see who can destroy the other's economy first while yours pays $4.12 a gallon to watch..
if you're not following me you're finding out about this 24 hours late from someone who read my post.. it's only getting crazier from here..