snappy

☕️

[snappy @snappyinvests]

@MomentumJustus @CapitalChr92373 Historically bitcoin tends to bottom around midterm elections ie., near eoy. Plus all these big IPO's are going to suck liquidity out of crypto.

[snappy @snappyinvests]

@CapitalChr92373 Idk maybe after ipo silly season

[snappy @snappyinvests]

@moninvestor @StockMKTNewz's favorite

[snappy @snappyinvests]

@TheBigBerbowski You don't worry about China invading Taiwan ?

[snappy @snappyinvests]

@crypto_condom and $genb ? check out their chroma generative model

backed by Amgen and Nvidia ventures .
and Nvidia bought close to ~833k shares in q1

[snappy @snappyinvests]

@moninvestor Is this part of your ISA where you hold Iren ?

[snappy @snappyinvests]

@peonyKingOF https://t.co/3ui9Sqi4Cl

[snappy @snappyinvests]

@Kaizen_Investor I was going through your posts on flnc yesterday but was too late to buy

[NINGI RESEARCH @NingiResearch]

We are short $SIVE.

A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.

Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report: https://t.co/4QEyuXQIQb

[snappy @snappyinvests]

@xiaolu__L I haven't bought yet since it's up premarket with low volume

[snappy @snappyinvests]

I started a position in CoreWeave $crwv on Friday. It doesn’t get as much attention on X as names like Nebius $nbis or Iren $iren, but I think it could have a solid year.

I'm looking to add Elmet group $elmt and Ambarella $amba next week. This would be my second time starting a posting in Elmet. The first one didn’t work out, and my stop loss got triggered.

I think earnings selloff was overdone in $amba, so I’ll be starting small and adding more on weakness.

[snappy @snappyinvests]

Dario Amodei says he is optimistic about programmable medicine using peptides.

I found two pick & shovels companies that provide peptide active ingredients to pharma companies to develop peptide based medicines.

Bachem Holding $banb, ~$7.4b mc, ~$880m rev
PolyPeptide Group $ppgn, ~$1.6b mc, ~$454m rev

Looks like @citrini also initiated a position in both recently. Very few people are talking about them on X.

They look a bit pricey to me right now, but I’ll be watching for weakness to start a position.

[snappy @snappyinvests]

"Biotechnology is about to have a renaissance driven by AI" - Dario Amodei

[snappy @snappyinvests]

@OberynJaksho If management can execute, the mirantis acquisition gives them the technical expertise to become a complete neocloud platform instead of just a colocation provider.

They also have an edge over other neoclouds by being vertically integrated. Time will tell.

[snappy @snappyinvests]

@OberynJaksho Iren is not a shitco. Its one of the best vertically integrated colocation/neocloud provider.s Their Mirantis acquisition puts them in a very strong position.

I just feel Coreweave is a little undervalued compared to both Iren and Nebius.

[snappy @snappyinvests]

@AtlasShrug1 Looks very interesting. I'll add it to my watchlist. Thanks

[snappy @snappyinvests]

My new watchlist. What am i missing ?

Programmable medicine/Peptides/Data
Generate Biomedicines $genb
PolyPeptide Group $ppgn
Bachem Holding $banb
Tempus $tem

evtol
Beta Technologies $beta

Rare earth/specialty metals
Lynas Rare Earths $lysdy
Elmet $elmt

Semiconductor wafers
Siltronic $waf

Physical/Edge AI and mobility
Ambarella $amba
Ambiq Micro $ambq
Hesai $hsai
Mobileye $mbly
Pony $pony

Nuclear/smr
NuScale $smr

Crypto proxy
Hyperliquid strategies $purr

Solar
Enphase $enph
Shoals $shls
First solar $fslr

Solid state battery
QuantumScape $qs

Power Infra
Hammond Power Solutions $hps.a
Amercian superconductor $amsc
Power Solutions International $psix
Alpha and Omega Semiconductor $aosl

Colocation/Neocloud
Bitdeer $btdr
Keel $keel
Cleanspark $clsk
Hive digital $hive
Soluna $slnh

Fertilizers (Strait of hormuz/El Nino)
LSB Industries $lxu
CF Industries $cf

[snappy @snappyinvests]

@hamids Tesla x SpaceX merger happens before the silly season

[zerohedge @zerohedge]

Hormuz closed until July at least

[snappy @snappyinvests]

@AtlasShrug1 Hmm.. I mostly in cash now and thinking about it

[snappy @snappyinvests]

This week my portfolio gained £62,428 (~₹80 lakh) close to my annual take home salary in 7 days.

Three years ago I cancelled plans to buy a flat in Bangalore and invested in stocks through an ISA instead. It has since grown ~8X and I could now buy two such flats in cash.

Being able to do this in a tax free ISA account is a blessing. I'm incredibly grateful for being in this country.