BeanWealth Research

7 charts that will teach you more about investing than school did: 1. Bill Ackman sold the bottom

7 charts that will teach you more about investing than school did: 1. Bill Ackman sold the bottom

Great updates by the $MARA Marathon Digital Team on the X space: -Starwood partnership came because hyperscaler tenants are interested in multiple sites not just one -Starwood has built, developed, and delivered sites to 3 of the top 4 hyperscalers -Starwood is working aggressively and diligently to find tenant(s) -Some sites are best for cloud, while some sites are best for ai workloads but real commercial negotiations at every site -Exaion acquisition opens up new deals with Soverign nations and private clouds due to owning their own data -Exaion acquisition is key because countries and international companies don’t want to deal with US based companies due to the U.S. Cloud Act -Exaion speciality is providing private, sovereign like cloud for these organizations that have extremely demanding requirements such as EDF -A vast majority of traditional compute and storage is done in the private cloud not public cloud as the retail investor believes -MARA has the best of both worlds: Starwood partnership allows for HPC, large scale, large volume deals. Most importantly, as hyperscalers move to inference sites, MARA is positioned great for it - 240 MW now live in UAE and spent lots of time building relationships in Saudi Arabia -Dilution is not required for CAPEX due to reduce of structural risk -Traditional investment vehicles available to Ai unlike bitcoin miners

Investing is getting a lot more customizable. Instead of just picking stocks, people can now build strategies around themes and ideas. Public’s new Discovery Hub lets you explore Generated Assets from other investors, copy the concept, tweak it, and launch your own version.

$IREN $6B ATM looks scary at first glance. But they’re already fully funded for the $MSFT buildout and management said the new 50k B300 order will be financed through the same playbook: prepayments, converts, and GPU financing. This ATM is a backstop, not an emergency. If they use it, it will likely be at much higher prices

If you’re an investor on social media right now, take a breath. Almost a year ago on “Liberation Tariff Day,” everyone thought markets were doomed. Now the same panic is happening over oil and Iran. Last time the fear created one of the best buying opportunities of the year.

20% probability? On the earnings call, $MARA CEO said some permits are already submitted and they’re actively engaged with tenants Starwood has built and operated sites for 3 of the 4 major hyperscalers Underwriting this at 20% is completely detached from reality

S$P 500 returns each year since the market crashed nearly 40% in 2008. Stay invested.

STOCKS Tumble! Rebound Coming? @InvestMattAllen x.com/i/broadcasts/1…

I’ve always thought about launching my own ETF, but decided to go with @joinautopilot instead So I’m excited to announce that I’ve launched my first flagship fund on Autopilot The BeanFlagship Fund is built to outperform by having the majority in growth tech stocks and geopolitical opportunities, 20% in hedges, and sometimes 10% in cash ready to be deployed The Top 3 Positions Include: 1) $IREN Iren: They still have 350 MW of HPC capacity available at its Childress campus plus an additional 1.4 GW at its Sweetwater site energizing in April.​​​​​​​​​​​​​​​​ New deal incoming soon. 2) $MARA Marathon Digital: The market is completely overlooking their Exaion AI inference play, which targets a massive European TAM where sovereign data requirements and energy efficiency give them a structural moat that hyperscalers can’t touch.​​​​​​​​​​​​​​​​ 3) $HIMS Hims & Hers: Down -50% despite 92% revenue CAGR and newly positive cash flow is the exact dislocation I hunt for. A massive growth stock priced like it’s dying.​​​​​​​​​​​​​​​​ You can see the full positions + connect your personal broker and invest with me through Autopilot

If you want to invest in the future, you should invest in these things: -Humanoid Robots -AI Agents -Digital Wallet Ecosystem -Energy (Nuclear and Fusion) -Blockchain -Robotaxis -Space, Reusable Rockets, Satellites -Autonomous Logistics -Multiomics What would you add?

SPACE ECONOMY IS REACHING ESCAPE VELOCITY Here is a breakdown: LAUNCH & PROPULSION: 1. $RKLB 2. $BA 3. $AJRD 4. $LMT SATELLITE & COMMUNICATIONS: 1. $IRDM 2. $GSAT 3. $ASTS 4. $SATS SPACE INFRASTRUCTURE & SYSTEMS: 1. $TRMB 2. $KTOS 3. $TDY 4. $LUNR 5. $RDW AEROSPACE & COMPONENTS: 1. $HWM 2. $TXT 3. $AVAV 4. $CW SOFTWARE & SPACE DATA: 1. $PL 2. $SPIR 3. $MAXR 4. $GRMN

The Public Company Behind a New Era in Pet Health: PetVivo Explained x.com/i/broadcasts/1…

Interesting AI Pet Stock Disrupting Vet Care:

Banzai $BNZI is a B2B software company focused on AI powered marketing and sales tools. Their platform helps companies run digital events, capture leads, and turn interest into revenue using automation and data. Very interesting AI marketing play Communicated Disclaimer: tinyurl.com/wvmzr65c

$ECGS Eco-Growth Strategies has quietly raised $2.4M in strategic capital. That money is already flowing into Hawaii facility upgrades, production scale-up, and corporate infrastructure as they prepare for a potential uplisting. Next step? Ticker reserved: $THWC. Disclaimer: tinyurl.com/ucjp5293

Bottled water is the #1 packaged beverage in America. $ECGS Eco-Growth Strategies now controls a brand found in every major Hawaiian retailer, and they’re investing millions to take it national. Disclaimer: tinyurl.com/ucjp5293

Everyone is saying the U.S. just caved by letting Nvidia sell H200 chips to China. I think the opposite. This move gives the U.S. more leverage, not less. Start with the hardware gap. The cutting edge today is the Blackwell generation of GPUs. Those systems run roughly 2x to 4x faster than the H200. We keep the faster chips for ourselves and our allies. China gets the older generation. They can compete, but they will always be a step behind. There is also a financial angle that most people are missing. The deal puts a 25% royalty on every H200 sold into China. If Nvidia generates $10 billion in revenue there, the U.S. Treasury collects $2.5 billion. Part of China’s AI budget is now directly funding the United States. Then look at the competitive impact. Chinese companies will buy H200s because they are reliable and available today. That pulls demand away from Huawei at a time when they need scale more than ever. Slower revenue for Huawei means slower progress. The final piece is software. The more H200 systems China buys, the deeper they stay inside the CUDA ecosystem. That reduces the urgency to build a domestic alternative, which keeps the U.S. in control of the foundation they rely on.

I am 110% against doing this BUT My health insurance as a 31 year old self employed entrepreneur in Florida went up 39% this year The current system is a FAILURE. Democrats protect Obamacare at all cost Republicans oppose Obamacare at all cost with no new ideas DO BETTER!

$DDC is one of the only consumer food companies holding Bitcoin in its treasury. While others cut spending, they’ve quietly modernized their balance sheet, giving them strategic optionality most competitors don’t have. Disclaimer: docs.google.com/document/d/1Oe…

$VERI Veritone CEO Ryan Steelberg talks about how their AI is transforming how law enforcement goes after criminals AI is having a massive impact in the world of law enforcement