Kai Capital

Up 500% since the April 2025 lows. Not from $NVDA $MSFT or $TSLA Found interesting names, built theses, sold when valuations stretched $HIMS at $25, sold at $55 $HOOD at $70, sold at $147 $SNDK at $230, holding $KRKNF at $2.60, holding Thesis beats the ticker — 00 Capital

Everyone's talking about $NVDA and $MRVL for AI infrastructure. Nobody's talking about $HPE and its One of My Main convictions right now. Here's why: June 1st HPE dropped the best quarter in their history as a standalone company. AI infrastructure revenue up 52% YoY. Networking revenue up 148%. EPS of $0.79 -they guided $0.51–$0.55. GreenLake ARR crossed $2.1B for the first time. AI server backlog hit $4.6B. Stock surged 26% in a single session. Here's the thesis most people are missing: HPE isn't just a server company anymore. The $14B Juniper Networks acquisition which finally closed July 2025 after a DOJ fight has turned HPE into a nearly full-stack AI rack provider. Servers AND networking under one roof. That's a fundamentally different company than it was 12 months ago. The enterprise AI buildout is the second wave. Hyperscalers already built. Now governments and enterprises are racing to build on-premise AI factories with strict data governance requirements. That's exactly where HPE wins: they pair NVIDIA-powered ProLiant Gen12 servers with GreenLake's pay-as-you-go model for sensitive workloads that can't go to the cloud. Stock is sitting at ~$48 today. Goldman raised their target to $79. Argus raised to $70. Forward P/E of 17.6x which is one of the lowest in its peer group. Bears will point to insider selling and elevated debt. Both are real risks worth watching. But the backlog is $4.6B and AI order inflows doubled YoY. That's not hopium. That's a pipeline. $HPE NFA

@FirstSquawk How all of us feel rn

Iran signals Beirut strike could derail U.S. deal, says ‘good cop, bad cop’ strategy won’t work Iran warns Israeli strike on Beirut threatens U.S. deal, questions Washington’s ability to deliver

Here's a draft based on everything happening right now: Deal was supposed to be signed today. Then Israel bombed Beirut. Qatar is still in Tehran trying to salvage it. Iran is saying the US needs to "control Israel" before any ink hits paper. This was supposed to be the day it ended. Hope it still happens.

SENIOR IRANIAN OFFICIAL: UNDER THE DRAFT MEMORANDUM, THE U.S. AGREES NOT TO IMPOSE ANY NEW SANCTIONS ON IRAN UNTIL FINAL DEAL IS REACHED

@XavierVonZack_ @JUST_KAWS glad you send these, now im certain we are going to 3k

@Double0Capital @JUST_KAWS 😭😭😭

Call me crazy but…. $MU is still a buy at $989 $SNDK is still a buy at $1,994 $DRAM is still a buy at $65

@QC_Capitals 6-7% times 10

If we see a deal tomorrow, what are the odds of $MU hitting $1,200?

@YodaStockInvest For sure, I just wouldn't buy it myself after $25 to $70 back without trimming (I was new and very greedy) to $25 during 2025 April lows to finally selling at $55

@Double0Capital WHATTT THERES STILL HOPE

What stock will you NEVER touch again, no matter how cheap it gets?

@AssetJourney Thank you

@Double0Capital Good work🤝

Already at 100 followers... Appreciate every one of you! More alpha incoming The party is just getting started

@CryptoNobler Who let this guy make an X account 🤣

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! → Fed just confirmed rate HIKES. → SpaceX IPO sucked ALL liquidity from the market. → U.S.-Iran peace deal is officially CANCELLED. → China and Japan are DUMPING US Treasuries. If you hold any assets today, you MUST read this: When markets open next week, this won't be “just another dip.” Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will dump even harder. Insiders already know what's coming. They are not buying assets right now. They are reducing exposure and preparing for the biggest risk-off event of the year. At the same time, pressure is intensifying throughout the global financial system. China is continuing to reduce Treasury exposure. Japan's bond market is collapsing and the BOJ is forced into emergency support operations. When the world's largest creditors step away from sovereign debt markets simultaneously, liquidity evaporates. → Japanese bond yields are exploding higher → Demand for U.S. Treasuries is deteriorating → Global bond markets are under extreme stress → Energy markets remain highly unstable → Liquidity conditions are tightening everywhere → Volatility is spreading across every major asset class → And the SpaceX IPO has just absorbed a massive amount of liquidity This is no longer a localized issue. This is systemic stress building across MULTIPLE sectors simultaneously. And now geopolitical risk has entered the picture. Energy markets become impossible to control. Oil does not rise slowly. It goes parabolic. Critical shipping routes become exposed. Global supply chains become disrupted. Inflation accelerates worldwide. Which means interest rates stay higher for longer. And risk assets? They do not correct. They DUMP. This is exactly how financial chain reactions begin. Because once markets start pricing long-term instability instead of short-term uncertainty, everything changes. I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like this. When the next move becomes clear, I will share it publicly. Follow and turn notifications on. Because by the time the mainstream media starts reporting it, the opportunity is already gone.

@NBA KNICKS IN 5 KNICKS IN 5 KNiCKS IN 5

FOR THE FIRST TIME IN 53 YEARS, THE KNICKS ARE NBA CHAMPIONS 🏆 New York defeats San Antonio 4-1 in the NBA Finals, capturing their third championship in franchise history!

@cmsinvests I'm joking man, there is no shot it's going to 100T 😂

@Double0Capital What

so help me understand if i put $1,000 into a $2T company at IPO and the company goes to $100T i will only make $50,000 but everyone is going to get rich off these ipos, right?

@chonky_453 This right here, I will soon post free DD on the name

$HPE prices like a legacy hardware dinosaur, but they're morphing into a high-margin AI networking machine. Juniper buyout is printing cash, AI server backlog is massive, and they're hitting 2028 financial targets two years early. Way cheaper than Dell right now. Market is 💤 !

@bitcoinpanda69 Not even an elon rider but you nailed it

"Elon's iq is probably not even that high I only make $50k a year by choice and because I am morally superior to him I have a Master's degree as well and he doesn't I would estimate his IQ at ~125 Not low, but certainly not near mine which is 153 I assume" - Every redditor

@chasedownleads Honestly surprised more businesses aren't using this new tech, we could see more $NVDA's pop up at this rate

Leveraging AI to improve my business

@XavierVonZack_ @JUST_KAWS 😂

@Double0Capital @JUST_KAWS 🤷🏻‍♂️

@XavierVonZack_ @JUST_KAWS

@Double0Capital @JUST_KAWS Its a fact it is.

@ZenoReport Hell yeah, thank you brotha

@Double0Capital Congratulations buddy!!! Keep posting great content and keep engaging.

@aleabitoreddit I did not listen 💔

It’s been officially 3 months since I posted my $SIVE long thesis back at 4 SEK. This idea is now up ~1900%… With many US institutions from JPM to Fidelity only recently entering positions. Probably my 2nd greatest thesis of all time after $AXTI. Did you listen anon?

@QC_Capitals 2027? Guys I think he is a bear

POV: It's 2027 and $MU hits $2,000/share. The price has gained yet another 100% from 2026. People said it's "overvalued" at $900. You did not listen.