Crypto Bojack

[The Icahnist @TheIcahnist]

You could literally just fly to Zurich, grab a Kaffee und Gipfeli with a 63 year old Heizungsbauer in Winterthur, close your first acquisition over Kalbsfilet at the Kronenhalle, roll up 40 certified HVAC operators across DACH, ride the EU boiler phase-out like a regulatory escalator, build a recurring maintenance book worth 10x, sell to Brookfield at 14x EBITDA tax-free, park the HoldCo in Zug at 11.9%, and spend your summers in Ascona with a blonde who reads Hesse and Jünger.

- but you will not.

[Jason Luongo @JasonL_Capital]

If you'd like to see how we use options to generate income and grow our portfolio on names like these, you can join our Discord community of over 200 members here:

https://t.co/5WOLZE69hp

[Saso Capital @saso_capital]

Panasonic Holdings Corporation ($6752.T) might be the cleanest under-the-radar name in AI data center power infrastructure right now.

Most people still see Panasonic as a legacy consumer/auto name. The real story is in the Energy division’s datacenter BBU business.

They already hold ~80% share in datacenter battery backup units. 600M+ lithium-ion cells shipped with zero critical safety incidents. That’s not a moat you can buy, it takes years of qualification.

The real angle is how they’re positioned for the next phase of the buildout:

• BBU shelves scaling 33kW → 72kW → 102kW target, cells heading to 200W+
• Converting underutilized EV lines to triple Japan capacity with basically double-digit billion yen incremental capex
• >80% of FY29 revenue already locked via design wins
• FY29 target: ~4x revenue to ¥800B at 20%+ ROIC

Now layering in two new products tied directly to the 800VDC transition: proprietary supercapacitor CBUs that fit existing BBU racks (challenging the current monopoly) and purpose-built high-voltage BBUs.

As rack power scales to 8–12kW+, every MW deployed needs more backup kWh. Panasonic is the rare dominant incumbent that actually benefits from this architectural shift instead of getting disrupted.

Other names in the broader datacenter power / backup stack include $VRT, $ETN, $FLNC, $EOSE, $TSLA, $ENS, and supercapacitor-focused names like 7220.T (Musashi Seimitsu). Most are either narrower in scope or don’t have Panasonic’s combination of ~80% BBU share, locked design wins, and capital-light capacity conversion.

The capital-light expansion + 800VDC product optionality makes this feel like one of the cleaner ways to play rising power density in AI infrastructure. Anyone else tracking it?

[Midas @midascabal]

Best 10 investors to follow on X:

@aleabitoreddit
@michaelsikand
@amitisinvesting
@citrini
@KawzInvests
@mikealfred
@cantonmeow
@midascabal
@ChairmansLedger
@CKCapitalxx
@jiahanjimliu

These guys will help you print generational wealth this year.

Follow them all and learn.

[Bilaal- BD investing @bdinvestingg]

5 ETFs Dominating AI, Power, Space & Robotics

$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.

$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.

$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.

$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.

$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.

$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.

$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.

[The Analyst @MMatters22596]

The AI boom is ultimately becoming an ENERGY STORY

- and an energy shortage is already inevitable.

These 4 companies could become some of the biggest beneficiaries over the next years — and all of them offer 10x upside.

$OKLO — Building next-generation micro nuclear reactors and already partnered with hyperscalers like $META to power the AI era.

$SMR — The only SMR company with U.S. NRC-certified reactor technology, giving it a massive strategic advantage.

$TE — A hidden backbone of the electrification boom, supplying critical components for solar systems, AI infrastructure, and industrial power networks.

$EOSE — Developing zinc-based long-duration energy storage systems, avoiding lithium dependency and targeting future grid stability.

What’s your top pick?

[Pepe Invests @pepemoonboy]

What’s one stock that no one’s talking about yet that you think will skyrocket in the coming year?

I want real alpha that few are aware of like the next $NOK, $BB, $SHAZ, $NBIS, $MU, etc.

I will compile all the responses and will put together a ranked list of the most undervalued gems.

I don’t want to hear about the stocks that have already 10x’ed.

Lets see what FinX can come up with 😎🚀

[CyrilXBT @cyrilXBT]

🚨 Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Xavier FENAUX @XFenaux]

Un data center IA, c'est des milliers de GPU qui se parlent en permanence.

Pour se parler, ils ont besoin de câbles. Pendant des années, ces câbles étaient en cuivre.

Le problème ?

Le cuivre chauffe.
Le cuivre ralentit.
Le cuivre ne suit plus.

Alors les ingénieurs ont trouvé une alternative : La lumière.

Au lieu de faire passer de l'électricité dans du métal, on fait passer des photons dans de la fibre de verre. La lumière ne chauffe pas. Elle ne ralentit pas. Elle ne connaît pas les limites du cuivre.
C'est ça, l'optique.

Et aujourd'hui, Meta, Microsoft, Google, Amazon remplacent massivement leur infra cuivre par de l'optique.

Résultat : un secteur entier explose (un peu) dans l'ombre des semiconducteurs.

4 noms que je suis sans que ce soit un conseil, juste les faits, faites aussi vos propres recherches :

→ Lumentum (LITE)
Les lasers et composants optiques au cœur des data centers. Q3 2026 : revenus +90% à $808M, marge opérationnelle 32%. Guidance Q4 : $960M à $1 milliard. P/E 2026 autour de 200x : c'est un titre de croissance pure. Le marché price déjà l'avenir.

→ Ciena (CIEN)
L'infrastructure réseau optique des hyperscalers. Q1 FY2026 : $1.43 milliard de revenus, +33%. EPS +111%. Guidance annuelle relevée à $5.9-$6.3 milliards. Les revenus directs avec les Cloud Providers ont explosé de 76% et représentent désormais 42% du total. Moins spéculatif, plus structurel.

→ Coherent (COHR)
Le partenaire direct de Nvidia sur l'optique. Q3 FY2026 : $1.8 milliard de revenus, +27%. Le segment Datacenter & Communications à $1.36 milliard, 75% du chiffre d'affaires total. Nvidia a investi $2 milliards en direct dans Coherent. Quand Nvidia met $2 milliards, c'est pas pour faire joli.

→ Applied Optoelectronics (AAOI)
Le pure-play, le plus small cap, le plus explosif. Guidance 2026 relevée à $1.1 milliard de revenus avec $140M de résultat opérationnel attendu. Encore déficitaire aujourd'hui, en train de construire 388 000 m² de capacité de production supplémentaire au Texas, avec un objectif de 650 000 unités de transceivers 800G et 1.6T par mois d'ici fin 2026. Plus de risque, donc plus de levier.

Ces 4 boîtes ne fabriquent pas les GPU.
Elles fabriquent ce sans quoi les GPU ne servent à rien.

C'est vrai qu'on parle d'IA tous les jours.
Nvidia, ChatGPT, les agents, les modèles.
Mais l'IA ce n'est pas qu'un logiciel. C'est une infrastructure physique : Des puces, des serveurs, des câbles, de la lumière.

Et souvent, les vrais mouvements ne sont pas là où tout le monde regarde.

Ils sont dans les rouages. Dans les composants que personne ne voit mais sans lesquels rien ne tourne.

C'est pour ça que je passe autant de temps à creuser l'écosystème complet. Pas pour être partout et mettre des billets sur tout. Mais pour comprendre où va l'argent réellement ... en tout cas c'était l'objectif ici.

Je vous ai mis qq graphiques pour illustrer tout ça , au moins se les mettre dans une watchlist lorsqu'il y aura des replis et pour que vous puissiez peut être creuser d'autres boites dans ce secteur ou dans d'autres qui sont lié à toute cette folie de l'IA.

[NoLimit @NoLimitGains]

12 energy stocks almost nobody is talking about:

[감자 @nowlovepan]

AI 에이전트 관심 있으면
이건 저장해놓고 들어보는 거 강추

Anthropic이 Claude 에이전트 구축 강의를 공개했는데
Claude Code 엔지니어가 직접 설명함

터미널 권한
파일 시스템 메모리
훅으로 환각 막는 법
대규모 코드베이스에서 안전하게 굴리는 법까지 다룸

다 보면 Claude를 프로���럼 사용하고 수익화 가능하다고 하는데

2시간 짜리 영상 핵심만 요약해서 한국어 자막 30분 영상으로 만들어봄

[Jouhatsu | AI Influence Operator @Jouhatsu_ai]

Anthropic a publié une Formation complet de 2 HEURES sur la construction d'agents Claude.

Animé par l'ingénieur qui construit Claude Code.

Gardez-la précieusement en Signet🔖

de A à Z : Structurer un agent qui se gère sans supervision. Lui donner accès au terminal pour exécuter, lire, corriger. Gérer sa mémoire via le système de fichiers. Bloquer les hallucinations avec des Hooks. Faire tourner un agent sur un gros codebase sans tout casser.

À la fin : vous utilisez Claude comme un pro et vous monétisez vos compétences. Débutant ou avancé, tout est là en un seul endroit, ce cours couvre tout.

Ça vaut plus que tous les cours à 500$ que t’as failli acheter.

[AskLivermore @asklivermore]

Listen to me. I've MADE you millions and now, I will SAVE you millions.

You NEED to stay careful here.

The next timing cycle is a week away.

While retail is trying to PUSH the markets higher, we (smart money) are TRIMMING out and locking in some gains.

What's happening?
1. Dollar $DXY - is breaking out, this is not a good sign for equities
2. High-yield bonds $HYG - they are a leading indicator, it's breaking down ahead of $SPY
3. S&P 500 $SPY - buying momentum is starting to fade
4. Volatility Index $VIX - the VIX is at support, not the best time to go big into equities

What should you do?
1. I've been telling you to TRIM your top winners
2. No need to sell FULLY, just 20% - 30% so you can lock-in those gains
3. Keep it BALANCED for the next 5 months, high growth + defensive stocks

Where's the opportunities?
1. Buy the DIP on AI - it will happen $MU, $ARM, etc.
2. Position some into consumer defense $WMT, $KO, $MCD, $HD, etc.
3. Get STRONG companies at lows - not CRAP companies at lows $ADBE, $NOW, etc.
4. Relative strength winners in space $RKLB, $PL, $BKSY, $LUNR, etc.
5. Healthcare and financials - they will go down, but down less that tech $V, $MA, $LLY

I share all my buy and sell signals, follow my every move so you never lose any money.

[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.

[Tony @tony_fbr_invest]

Voici la liste officielle des 53 👑 Dividend King 🇺🇸 (augmentation du dividende chaque année depuis 50 ans minimum) actualisée en 09/2024 et classée selon le rendement du dividende, du plus grand au plus faible.

C'est cadeau.

(via Seeking Alpha)

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC

AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8

Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company

Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas

Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti

Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat

Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines

Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels

AVs & Robotics
$TSLA Tesla
$AMZN Amazon

Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy

Never miss the leading stocks again:
https://t.co/8sdF5htwKA

[Altcoins France 🇫🇷 @AltcoinsFrance]

🚨🇺🇸 LE PLUS GROS PARI IA DE WALL STREET SE FAIT EN SILENCE.

Le trentenaire qui a transformé 225M$ en 5,5 MILLIARDS de dollars en seulement 12 mois est en train d’accumuler discrètement une action dont quasiment PERSONNE ne parle encore.

Son nom : Leopold Aschenbrenner.

Ancien chercheur chez OpenAI, il a lancé son fonds Situational Awareness LP en septembre 2024.

Résultat :
+47 % de performance NETTE au S1 2025.

Sa conviction ?

L’IA va déclencher la plus grande construction d’infrastructures de l’histoire humaine…
…et le marché n’a toujours pas pricé ce scénario.

Dans ses derniers filings 13F, une position revient trimestre après trimestre :

HUT 8.

Et au T4 2025, il a encore augmenté sa position de +43 %.

Pourquoi ?

Parce que Hut 8 est en train de devenir bien plus qu’un simple mineur Bitcoin.

L’entreprise a discrètement signé DEUX énormes contrats d’infrastructure IA aux États-Unis :

• Un bail de 15 ans à 7 MILLIARDS $ sur son campus en Louisiane.
Client final : Anthropic.
Garantie financière : Google.

- Un second bail de 15 ans à 9,8 MILLIARDS $ annoncé cette semaine au Texas avec un locataire “investment grade”.

Total des contrats sécurisés :
16,8 MILLIARDS $.

Et avec les options de renouvellement ?
Plus de 42 MILLIARDS $ potentiels.

Pendant ce temps, la valorisation boursière actuelle de Hut 8 reste une FRACTION de ces montants.

Et ce n’est pas tout.

La société détient aussi :
• +16 000 BTC
• Une ligne de crédit de 200M$ à taux fixe de 7 %

Une optionnalité complètement sous-estimée par le marché.

[IncomeSharks @IncomeSharks]

When Tech (blue line) is above Energy (red line) the markets tend to do well. When Energy (red) is leading tech (blue), the opposite. Now to see if they close the gap or maintain it.

[IncomeSharks @IncomeSharks]

$INTC - Thinking we see this chart play out the same as $HOOD $RIOT $NFLX and $COIN. Looking to add a 5th stock play to the 3x collection.

[The Assembly @InTheAssembly]

A 25 year old just turned $225 million into $5.5 billion in 12 months.

Here’s exactly what he bought.

Leopold Aschenbrenner got fired from OpenAI in April 2024.

He spent the next few months writing a 165-page thesis predicting AGI by 2027.

Then he launched a fund and put his money where his thesis was.

He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.

He bought what AI actually runs on.

Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.

Lumentum (LITE), optical components that move data between chips. Up 1,331%.

Sandisk (SNDK), storage. Up 3,130%.

CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.

Iris Energy (IREN), AI computing and data centers. Up 583%.

The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.

Nobody was buying those. Everyone was buying the AI companies themselves.

He was right.

His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.

I’m adding this to my watchlist.

Every time he files a new 13F, we will break it down here.

Turn on notifications so you don’t miss the alert, this is VERY important.

Many people will wish they followed us sooner.