WildRhythms

Exploring the hidden ecology of markets; patterns, balances, and connections.

[WildRhythms @wildrhythms_]

@sunxliao Still hanging in SLNH?

[WildRhythms @wildrhythms_]

@FinTonyX 100% I’ve been thinking the same thing.

[The Analyst @MMatters22596]

The best positioned businesses across the AI-Infrastructure buildout stack.

Layer 1: Data centers
- $CRWV
- $IREN
- $ORCL
Top pick: $NBIS

Layer 2: Connectivity
- $AOI
- $ALAB
- $LITE
Top pick: $CRDO

Layer 3: Energy
- $OKLO
- $FLNC
- $EOSE
Top pick: $BE

Layer 4: Supply Bottlenecks
- $AXTI
- $IQE
- $COHR
Top pick: $WOLF

What are your top picks?

[The Kobeissi Letter @KobeissiLetter]

The market's reaction is very telling.

Amid the news of a two-week ceasefire, the S&P 500 is now nearing 6,800, trading just ~3.5% away from a new record high.

Gold prices are soaring toward $4,900/oz, Bitcoin is above $72,000, and silver is nearing $77/oz.

The reality is that in the background of the Iran War's headlines and volatility, the AI Revolution has been rapidly expanding and inflation expectations have risen.

Magnificent 7 companies are investing over $600 BILLION in AI CapEx this year alone, and that has not changed.

On top of this, we have seen exposure to equities drop sharply due to the volatility, now at the lowest level since May 2025, with this capital eager to re-enter the market.

So now, we have one of the biggest technological revolutions in history coupled with higher inflation, which investors need to hedge against, and trillions of dollars of sidelined capital.

We have been saying it for months and will continue to say it now:

Own assets or be left behind.

[WildRhythms @wildrhythms_]

@sunxliao $asti? Space based solar

[WildRhythms @wildrhythms_]

@sunxliao How’s the $dgxx chart setting up? Any BD yet?!

[WildRhythms @wildrhythms_]

@WOLF_Financial Thoughts on $ALOY?

[WildRhythms @wildrhythms_]

@WOLF_Financial @joinautopilot $ALOY

[WildRhythms @wildrhythms_]

@Beth_Kindig Can we sneak SLNH in here?

[WildRhythms @wildrhythms_]

@wliang Thoughts on $DPRO?

[WildRhythms @wildrhythms_]

@NWS_MountHolly When are we excepting the transition from rain to snow?

[WildRhythms @wildrhythms_]

@mikealfred Top 3?

[WildRhythms @wildrhythms_]

@jbelizaireCEO @galaxyhq Hey John, appreciate the progress and updates. Many long-term holders are wondering about the capital plan. As growth continues, are there financing options ahead that could reduce dilution and protect shareholder value?

[RonnieV @TheRonnieVShow]

$OSCR Grew Memberships BIGLY!

3.4M Members:
Quarter over Quarter: 62%
Year over Year: 103%

Your not BULLISH enough...

[WildRhythms @wildrhythms_]

@BullTradeFinder $SMTK this week?

[WildRhythms @wildrhythms_]

@BullTradeFinder Still feeling good here?

[WildRhythms @wildrhythms_]

@sunxliao What’s your top play at the moment ?

[Mike Investing @MrMikeInvesting]

President Trump announced earlier today a new $12B critical minerals stockpile that’ll be focused on rare earths…

This opens up demand to many U.S. critical metal suppliers which includes:

$FCX ~ Copper supplier for electrification, EV’s, & grid expansion.
$MP ~ Controls the only rare earth mine in the U.S.
$USAR ~ Developing domestic rare earth processing, & magnet production.
$NVX ~ Building battery materials, & cathode production.
$UAMY ~ Produces antimony, & specialty metals.

These 5 names are your current best investment opportunities within the critical mineral sectors…

[WildRhythms @wildrhythms_]

@sunxliao Thoughts on $PZG?

[WildRhythms @wildrhythms_]

$PZG