New Money Fast

$AGPU just entered Q2 with ~$12M in signed contracts. Closed in 30 days. 20+ enterprise customers. 30+ deployments. H100, H200, B200, RTX 5090. Here's what makes the structure interesting: 🧵

@AxeCompute @StockSavvyShay 👀

The numbers don't lie: * GPU lead times: 36-52 weeks * HBM capacity: 100% sold out for 2026 * Enterprise AI deployment delays: 40-60% The bottleneck isn't talent. It's infrastructure. #AIinfrastructure #GPU axecompute.com

Waiting 9–12 months for GPUs means: -Fewer experiments -Missed AI launch windows -Rising hardware costs mid‑cycle Bare‑metal GPU access in 48 hours with flat‑rate, zero‑egress economics is becoming the new baseline. axecompute.com/how-to-choose-… $AGPU #AIInfrastructure #GPU

@JC_ParetsX 😂

What stock are you shorting today?

@JC_ParetsX PFE

What do you think you can buy today or tomorrow and then sell it for a much higher price in May?

@retlaw1016 😂

The most expensive laugh we ever had might have been in 2008 when @SebastianComedy compared Ross Stores to a warzone, the split-adjusted price of $ROST was $6.26. Today… $214 (+3,323%) A $10K investment the day that joke aired is now worth $342,332. 😂

@JC_ParetsX “If software stocks are breaking out, buy software” 😂

@marcosagusstinn @DeItaone At the moment, I think the chance of peace talks are near zero

@DeItaone A peace talk would trigger a sharp equity rally. But it’s not that simple. The S&P 500 was already deteriorating before the conflict due to economic weakening. 2026 was already shaping up to be a year of large swings, not a straight bull run.

GOLDMAN WARNS OF POTENTIAL ‘EXTREME’ STOCK RALLY Goldman Sachs’ John Flood says hedge fund positioning could fuel a sharp stock surge if good news emerges. Speculative bulls have high gross exposure (307%) while heavily shorting ETFs and index futures, creating right-tail upside risk. A ceasefire in the Iran conflict or positive headlines could trigger 2–3% index gains as macro shorts unwind. Market volatility remains high due to war, AI, credit fears, and thin liquidity, while corporate buybacks support equities. Flood notes stocks need a resolution signal soon or risk further stress.

@alifarhat79 Liquidity Transfer shakeout

Literally

$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" • $CCJ uranium supply • $CEG carbon-free baseload • $VRT power + cooling systems • $OKLO micro-nuclear for edge compute • $NNE renewable grid expansion • $NVTS chip-level power efficiency x.com/StockMKTNewz/s…

Most retail traders are watching chipmakers focused on compute. I’m watching the ones fixing the power problem. Because no matter how smart your AI is, it’s worthless if your server melts down or your energy bill breaks the bank.

Today, $NVTS is a $1B market cap. But if they win even a sliver of the global power semiconductor market (projected ~$60B+ by 2030)… you’re looking at serious upside. 5–10x market cap potential over the next decade is not unreasonable.