Wize.eth

Crypto $Degen, HODL 😤 ANY x 👀 Wize apes only ⟠⟠⟠ — #Ethereum $SBET $KASPA #DIONE $TRAC 😈tweets are NFA (unless it’s $SBET)

[Sun Liao @sunxliao]

30 stocks I like today and why:

1. $AMD - MI-series AI accelerator
2. $ARKG - biotech strength $TEM
3. $ASTS - direct-to-phone satellite
4. $AXTI - InP substrates for AI optics
5. $BFLY - handheld ultrasound
6. $BTC & $IBIT - limited digital gold
7. $CIFR - HTF chart looks solid
8. $CPSH - potential space bottlemeck
9. $CRWV - pure $NVDA GPU cloud
10. $DRAM - Samsung & Sk Hynix
11. $GLD - ongoing central bank bid
12. $HIMS - telehealth + GLP-1 platform
13. $INTC - US foundry, 18A node
14. $KEEL - strong ongoing AI pivot
15. $LITE - AI datacenter optics + lasers
16. $MRVL - custom AI silicon + optics
17. $MU - HBM for AI memory
18. $NBIS - GPU neocloud scaling
19. $OPEN - housing rebound ready
20. $OUST - lidar for robotics/autonomy
21. $PENG - AI infra + memory
22. $QQQ - mega cap AI basket $SPY
23. $RKLB - launch monopoly $SPCX
24. $SIVE - InP photonics for AI infra
25. $SLNH - behind the meter power
26. $SNDK - NAND flash for AI
27. $WGMI - best neocloud ETF $IREN
28. $WULF - high quality neocloud IMO
29. $WYFI - lots of catalysts $BTBT
30. $XFAB - SiC / analog foundry

I'll update charts and entries ASAP! 🫡

[RStacker @RaberTrades]

Mike Alfred @mikealfred added and now has near 500k shares of $SLNH 👀

[Ace @acethebulllly]

$SLNH is attempting to transition from a multi-year contraction phase into a developing recovery trend. Price has reclaimed support at $1.50 and is challenging the overhead supply zone at $2.30, while Hosoda price and time relationships suggest the basing process is maturing. A breakout above $2.30 would target $3.50 and $5.50, while holding $1.50 keeps the recovery structure intact.

[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/2JsjleVS7v

[Space Investor @SpaceInvestor_D]

Opportunity?

[Mike Alfred @mikealfred]

A lot of investors don’t understand this yet but if SPCX is really worth $200 (and I’m not sure that it is), then it would imply that CIFR should be worth at least $125-150 right now. Give it time. Markets always figure out these puzzles in time.

[Wize.eth @wisewilly100]

@SolunaHoldings So contracted deal next?

[Justin Banks @RealJGBanks]

SPACEX will go down in history as the biggest IPO ever.

Most people already missed $RKLB and $ASTS.

But those who listen will be positioned in the next decade of space expansion:

Launch + Orbital Infrastructure
• $RKLB - reusable rockets + satellites
• $LUNR - lunar missions
• $RDW - spacecraft systems
• $VOYG - orbital infrastructure
• $FLY - launch + space logistics
• $SIDU - satellite + defense tech

Satellite Internet + Communications
• $ASTS - direct-to-phone satellite internet
• $IRDM - global satellite network
• $GSAT - satellite connectivity
• $SATL - imaging + ISR satellites
• $AMZN - Project Kuiper

Space Data + Intelligence
• $PL - Earth observation
• $BKSY - defense imagery
• $SPIR - weather + maritime intelligence
• $YSS - satellite manufacturing

Space Materials + Components
• $ATI - titanium + aerospace alloys
• $HXL - carbon fiber
• $CRS - rocket engine metals
• $GLW - optics + specialty glass
• $MTRN - precision aerospace materials

Space Chips + Optics
• $LITE - optical networking
• $COHR - lasers + photonics
• $AAOI - optical transceivers
• $QRVO - RF chips
• $ADI - analog systems
• $AVGO - networking infrastructure
• $NVDA - AI + compute backbone

Critical Resources
• $MP - rare earths
• $FCX - copper
• $TECK - critical minerals
• $AA - aluminum

Millionaires will be made from these names.

[Sun Liao @sunxliao]

The humanoid robotics theme is an emerging trade I see right now and almost nobody is positioned for it correctly IMO. 🤖📈

Pay attention... most people only really know $TSLA.

Optimus is real and Tesla is the demand creator that legitimizes the entire sector, but the second order trade is interesting too.

Here's the chain... simplified drastically...

Every humanoid robot needs eyes. Lidar and vision is the layer that lets a robot actually understand the world it is walking through. $OUST is the cleanest public lidar pure play, $MBLY is the vision and ADAS leader pivoting hard into robotics, $AMBA is the edge AI vision chip that processes everything in real time, and $AEVA, $ARBE, $CGNX round out the perception layer.

Every humanoid needs precision motion. Harmonic drives, actuators, and motion control are the unsexy compounders most retail will skip right over. $VPG is the precision sensor and load cell pure play, $NOVT is motion control built specifically for robotics, $ALNT is precision motion components, and $RR is the optical sensor name that quietly shows up everywhere.

Every humanoid needs a brain. The compute that runs on board has to be cheap, low power, and reliable. $LSCC is the low power FPGA that ends up inside countless edge devices, $INDI is the automotive and robotics semi nobody has on their radar yet, $AMBQ is the analog compute play, and $MRAM is the next gen memory built for exactly these workloads.

Every humanoid needs a logistics use case. The first commercial deployments are not going to be in homes, they are going to be in warehouses. $SYM is the automated warehouse pure play, $ZBRA owns enterprise scanning and tracking, $SERV is sidewalk delivery robotics that doubles as data collection, and $KITT is the autonomous platform play.

Every humanoid needs an industrial pedigree. The companies that already build robots for factories will be the ones supplying components and software to the humanoid OEMs. $ISRG is the surgical robotics gold standard, $KLIC is the precision assembly tooling, $HG is the heavy machinery name pivoting into robotics, and $BOT is the basket ETF if you want broad exposure in one click.

And on the speculative high beta end... $ATOM is robotic software with real adoption, $XPEV has its own humanoid program coming, $AUR is autonomous trucking which is the same playbook applied to the road, and $NEO is the small cap optionality play.

Pick the chokepoints.

Own the picks and shovels... then wait.

Will share more ideas to followers soon. NFA.

[Sun Liao @sunxliao]

Trade the theme you have. Not the theme you want.

This is the single hardest lesson in trading and most retail will never learn it IMO.

There are dozens of investing themes alive at any given moment.

AI infrastructure. Space. Robotics. Quantum. Nuclear. Defense. Biotech. Crypto. Small cap value. Emerging markets. Commodities. Lithium. Hydrogen. Solar. EVs.

Every single one of those themes has a thesis.

Every single one has believers.

Every single one has charts that some influencer can make look bullish in the right window.

But here's the truth nobody wants to hear...

Only a handful of them are actually bullish at any given time.

Right now AI infrastructure is working.

Space is working.

Power and grid is working.

Memory is working.

You know what's not working right now?

Most of the things people want to be working...

That EV name you have been holding for two years because the long term story is amazing.

The hydrogen play that should rip any day now.

The biotech you bought because the science is groundbreaking.

I have been there. We all have...

The market does not care about your thesis.

It does not care how right you are.

It does not care how early you are.

It does not care how disruptive the technology is.

It only cares about where capital is actually flowing this quarter.

Our job is not to predict which theme should be working.

Our job is to identify which themes are working and put size there.

The single biggest edge in this market is brutal honesty about which themes are actually in our portfolio doing work, versus which themes are in our portfolio because we're emotionally attached to the story.

Wish someone screamed this at me ten years ago...

[Soluna @SolunaHoldings]

4.3 GW+. That's the size of Soluna's Renewable Computing pipeline.

Take a look:

3.3 GW — Assessed.
805 MW — Planning & Development.
83 MW — Under Construction.
123 MW — Operating.

Most data center developers start with a customer and go searching for power. We start with stranded renewable energy and build computing around it — which is why we can move faster and at lower cost than the grid-dependent alternatives.

The pipeline isn't just big. It's structured, staged, and backed by signed PPAs and capital partnerships.

$SLNH

[Justin Banks @RealJGBanks]

THE SUPER CYCLE PHASES

Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC

Next money rotates into the next layers:

Memory:��$MU $WDC $STX $SNDK

Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL

Now it’s hitting

Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P

Next

Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA

Networking:
$ANET $AVGO $MRVL $CSCO

Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO

Space:
$ASTS $RKLB $LUNR $PL

Defense / Drones:
$KTOS $AVAV $ONDS $LMT

Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

[TheGentleTraveler @LeaderInvests]

8 / 8 - The Close
$CLSK is a $3.0B company with 50 EH/s of hashrate, 1.8 GW of power, $458 M in cash, 13,500+ BTC on the balance sheet, and a 600 MW AI campus in development. WIth an even bigger pipelin

The market values it as a $BTC miner. If they execute on the AI pivot, it becomes an energy infrastructure company.

One signed hyperscale lease is the catalyst. The question is when, not if, the AI revenue starts flowing.

Tracking this one closely.

Weekly Timeframe confirmed Triple Blue Diamonds, and Whale Flow returning. Despite an open gap below, we didn't see it fill last time before going $20+.

[Wize.eth @wisewilly100]

$SLNH will make millionaires. @jbelizaireCEO @mikealfred

Valuation Framework if Fully Built & ContractedIn the AI/HPC + Bitcoin hosting space (Soluna’s pivot), power capacity is the key driver. Industry benchmarks for pivoted Bitcoin miners/data center developers:

Equity value per MW: $4–8 million (Morgan Stanley on mining-to-AI conversions; peers like Core Scientific/IREN trade ~$4–7 million per MW of pipeline/leased capacity).carnm.realtor

AI workloads can generate 3x+ revenue per MW vs. Bitcoin mining (with 80%+ project-level EBITDA margins on long-term hyperscaler contracts vs. volatile mining).investing.com

Build costs: ~$8–15 million per MW for AI-ready (liquid-cooled) facilities, but Soluna uses low-cost curtailed renewables + project finance/partners to reduce equity https://t.co/nU60JGZBFI

Rough implied market cap for 4.3 GW (4,300 MW):

Conservative ($4M/MW, like current peer averages): **$17 billion**.
Mid-case ($5–6M/MW): **$21–26 billion**.
Optimistic ($8M/MW, strong AI contracts + renewable edge): **$34 billion+**.

[Mike Alfred @mikealfred]

Connected with an incredible group last night: Justin Blau, Phillip Lord, Michael Saylor, Brandon Lutnick, Phong Le, Frank Holmes, Gary Vecchiarelli, Salman Khan, and more. Interestingly met @jbelizaireCEO, CEO of Soluna, for first time. Very credible. Bought 100k shares just now

[CK Capital @CKCapitalxx]

70 cents per watt while every peer trades at $4 to $23 per watt.

That gap alone is insane. But here is what makes it explosive.

$KEEL has not signed a single hyperscaler lease yet.

The moment one investment grade tenant signs a long term AI compute lease at Panther Creek or Sharon that entire valuation framework has to be repriced overnight. Not gradually. Overnight.

Street coverage initiates. Institutions that cannot touch a Bitcoin miner start modeling this as an AI infrastructure REIT.

The per watt multiple compresses from 70 cents toward where every single peer already trades.

At $4 per watt that is a 5x from here. At $9 per watt that is a 12x from here. At $16 per watt that is a 22x from here.

One deal. One press release. One signed lease.

The catalyst is not years away. Hyperscalers are desperate for power secured land right now.

$KEEL has 2.2 gigawatts of it sitting valued at 70 cents per watt.

[Shey $open 💎 @shey2007shey]

$KEEL at .70 cents per watt
$IREN $ 4 per watt

$keel way undervalued 👇👀

[CleanSpark Inc. @CleanSpark_Inc]

Every company has a story. Ours just got a new chapter. ⚡

We’ve launched $CLSK's refreshed brand and redesigned website.

It reflects who we are today and where we’re headed.

This is more than a new look. It’s a clear signal of our evolution.

Energy → Bitcoin → AI and HPC.

Scaling with intention. Building for what’s next.

https://t.co/iJbhJHX7Hx

[Wize.eth @wisewilly100]

@chad_ventures $CLSK looks so weak as all other AI stocks moon. Isn’t this concerning?

@smatthewschultz is dangling the carrot for investors but no deal has been announced still

[InvestmentGuru @InvestmentGuru_]

25 Growth Stocks Poised to Be Big Winners -

$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity
$NBIS – emerging NeoCloud play
$SOFI – fintech disruptor
$EOSE – long-duration energy storage
$ONDS – wireless + drone networks
$QS – solid-state EV battery innovator
$OKLO – small modular nuclear energy
$HIMS – digital health platform
$OSCR – tech-first insurance model
$ZETA – AI-driven marketing data
$ADUR – chemical recycling tech
$AAOI – photonics infrastructure
$CLPT – neuroscience breakthrough
$PATH – enterprise automation + AI
$JOBY – electric air mobility pioneer
$MP – critical rare-earth supply chain
$KTOS – autonomous defense
$RR – robotics + automation
$ABCL – AI-powered drug discovery
$GLXY – digital asset + fintech
$TE – solar + battery ecosystem
$SOUN – voice AI platform

Theme is clear:
AI • Energy • Aerospace • Automation • Infrastructure

Capital is rotating into the future — and these are the companies building it.

Stay early. Stay positioned.