416Bread

@cekdrew Is the India signing Bearish or bullish on rare earth socks

China is stunned? I don’t know about that… Hey China… are you going to extend the pause on restrictions? Or…?

@spacanpanman Nice to see they hold $PATH

Hey $GOOG shareholders, what’s $ASTS and why is it the largest public holding?

I will CHANGE your life. If you want to become a multi-millionaire in LESS than a decade, listen to me. Once the AI-trade takes a breather, the NEXT super-cycle will rotate into nuclear-related stocks: 1. Layer 1 - uranium miners • $CCJ - Cameco (blue chip uranium provider) • $UEC - Uranium Energy Corp. (aggressive U.S. developer) • $UUUU - Energy Fuels (only conventional U.S. mill) • $DNN - Dennison Mines (Wheeler River/Phoenix ISR project advancing to construction) 2. Layer 2 - fuel cycle / enrichment (the real bottleneck - especially HALEU and SMRs) • $ASPI - ASP Isotopes (using proprietary quantum enrichment tech to produce HALEU) • $LEU - Centrus Energy Corp. (only US company producing HALEU, big Department of Energy money) • $BWXT - BWX Technologies (reactor components + services + defensive overlap) 3. Layer 3 - SMR & advanced reactors (highest risk-to-reward; the picks & shovels of the future) • $OKLO - Oklo (Sam Altman-backed, already signed $META deal) • $SMR - NuScale Power (first US - approved SMR design) • $NNE - Nano Nuclear (microreactors - portable power) • $IMSR - Terrestrial Energy (heat + power hybrid) • $GEV - GE Vernova (BWRX-300 SMR tech + nuclear services Safer ETF's include: 4. Layer 4 - nuclear operators / utilities (real cash-flow and massive data center contracts) • $CEG - Constellation Energy (largest US nuclear fleet) • $DUK - Duke Energy (best risk-adjusted layer 4 name) • $VST - Vistra (insane $META 20-year PPA and nuclear restarts) ETF's include $URA, $URNM, and $NLR. Please invite me to your yacht once I make you $4M.

@derekquick1 Those in Canada can load up on TSX uranium stocks

The market on Tuesday lol. Just in time for Memorial Day, Happy 250th America!

@Ric_RTP Bullish $PATH

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

@derrick_dao Street still sleeping on uranium companies

Uranium at $86/lb. Up 20% in a year. Big Tech has committed 9.7+ GW of nuclear for AI data centers across 13 deals. Three Mile Island is restarting. Oklo and X-energy are oversubscribed. The AI build-out runs on uranium. Markets are pricing it.

@Gubloinvestor $UUUU

Tell me one stock to throw $100K Tomorrow.

@zarieinvests Fck I am selling it all at $38

I'll consider trimming some of my $ZETA position when it hits my first price target at $38

@OverkillTrading At greed. Still got 6+ Month to go

PREPARE THE CANNONS!

@TheRealTci >10x is just click bate

$PATH is one of my largest investments. Let me tell you why I think it's a 10-30x from here. First Off, $PATH is a "Re-Invention" Story $PATH was preparing for AI agents years before the technology was actually here.. why? Good management. Management realized the growth in RPA was saturated. They had to do something else. $PATH is the RPA Monopoly. Companies either "Re-invent" themselves are become value/dividend stocks. The lifecycle of a company is as followed: Growth--->Value--->(Re-Invent)--> Growth Every single Mag 7 stock has done this many times over again. Good companies do or become value stocks forever until someone takes the market forever. $PATH seen this coming. During the Transition from Growth to value, then to re-invention.. the Multiples for companies Get really cheap. That's where we are now for $PATH. Flipping to the AI Argument: Wallstreet is wrong. Sure is Anthropic/Claude going to have a seat at the table? Of course. Is everything going to be Vibe Coded? No. In fact for the companies that Ui Path Serve, most of them will add Agents with UI Path, Service Now, Salesforce ect. This is NOT a Winner Takes Most Market. Why? Risk. I have not heard a single company say they are cancelling their software subscriptions to Vibe code their own.. The risk is to high. Agents will mess up. They will become compromised. The only thing I'm hearing from Mid-Large companies is: "I would rather pay more for the security and certainty" No CEO ANYWHERE is going to risk his career on New Tech from New Companies/Vibe coded solutions. AI agents need: Security Governance Oversight Workflow management Trust Layers Multi system adoption Ect. This is what UI path has been preparing for, For Years. It comes at a time in which there are macro economic issues like OIL and Midterms causing fear, Trump Tweets and Genuine AI Disruption concerns in Basic Workflow Tools. This has Pushed UI Path to extremely low valuations. It's the cheapest stock I can find on the stock market period. It has a PEG ratio of 0.3x 2027 (Fiscal 2028) EPS Multiple of 9 (Assuming no EPS beats on earnings) At the same time before The AI revolution/Agent revolution the company began focusing on profitability. So you have a founder led company.. 20% owner BTW. Dawn of The Ai Agent revolution they have been preparing years for. Trades at 1/3 of the $SPY PE Multiple (based on my EPS Modeling) A company that was already focused on profitability. Irrational fear in the sector. $1.7 Billion in Cash, Zero Debt. $500 Million Share Repurchase program after completion of $1 Billion prior program. 13F Filings showing Institutional Accumulation... My fair Value sits at $24 By December of 2026 and closer to $35-$60 by the end of next year... (based on adoption speeds of AI Agents) The Real Risk for UI Path: Companies don't adopt AI agents fast enough and the stock sits in a "slower" growth phase... still there are levers the company could pull to add shareholder value. That's the risk. Not Anthropic cannabilizing the business. "Be fearful when others are greedy, be greedy when others are fearful"

@Futurenvesting How many Platforms do they need, it seem like they are building legacy stack to get it all done. In today age one system should be sufficient

Looks like $SOFI just acquired ANOTHER company. Peach. This is a technology platform play by the looks of it, and they want the backend of all financial tech! Galileo = payments infrastructure Technisys = core banking infrastructure Peach = lending backend / servicing infrastructure Very interest, more updates to come as I read through.

@derekquick1 Come on $UUUU need see some TE type of movement to get institutions attention

The clean energy AI phase 3 stocks like nuclear , Uranium & Leopold's $TE solar stock went parabolic today! AI companies now must invest in clean energy asap. Only problem, tiny buying makes them squeeze. $OKLO $NNE $UEC $XE

@clp923 💥

Nailed the $UUUU bounce play in Hades Discord as well...

@TheValueTrade Looks amazing at $2

$OPEN is anyone buying here? I've never bought into $OPEN but there's always a lot of hype around it... If it drops below $4 I'd be very concerned if I were invested.

@asklivermore Incredible knowledge and respect to see $UUUU ✊ 💥 on the list. Will pick up some of the others

Listen to me. This is your chance to retire your entire bloodline in the future. AI stocks will go 2X - 5X. But one of the only HUGE opportunities to make 10X is in rare earth elements. My estimated timeline: - 2026 - 2028 (1 - 2 years): chop and volatility. China's policy shocks will drive 50% - 100% moves. Do not panic, this is normal. - 2028 - 2030 (2 - 4 years): first real shortages emerge. Re-ratings will happen here. AI/robotics/EV booms and uptrends will start. - 2030 - 2035 (4 - 9 years): peak multi-baggers once demand triples. Full vertical integrations here and euphoria time. My favorite rare earth stocks: 1. $MP - Pentagon, $AAPL, are major shareholders and partners 2. $USAR - U.S. Department of Commerce is a partner and backed by BlackRock / Vanguard 3. $UUUU - big backer by the U.S. Government 4. $CRML - BlackRock, UBS, and State Street backers 5. $NB - Department of Defense backer It's still early. Start accumulating and please thank me later by buying me a yacht.

@MrWWolfe Guess it’s dead money for the next 4 - 5 years

In the 70s when silver broke out above $3/oz, it ran 124% higher, then corrected 44%. Silver then rallied over 1000%. Recently when silver broke out above $50/oz it ran 133% and has corrected 42% currently in a very similiar fashion.

@cekdrew Fck we need a 30% move up at least on these stonks

WOW! $MP $USAR $UUU $UAMY China plans to impose mining controls on certain strategic minerals to ensure supply security and protect the finite resources. The new rules will take effect from June 15 and allow Beijing to control total output, restrict mining entities and run security reviews on foreign investments in mining that could pose a risk to national security, according to a government notification published by the official Xinhua News Agency.  It didn’t specify which minerals will be impacted. Any adjustment to the list of strategic mineral resources will assess factors like economic importance, national security, domestic requirements and supply chain resilience, according to the regulation.

Fck me - 6 fig L. Thanks to uraniums , smr , silver and everything else wtf !! 🤬

@cekdrew Fck bro - seem like not much going right at the moment . Things will turn around

Down 25% on $INFQ in 3 trading sessions. I’d love to eventually get to 1000 shares over the next year if we see more downside.

@cekdrew Which REE has Gov taken a stake in aside from MP ?

I went from being up 50% on $UAMY when it was over $13 to being down 15% in about 2 weeks. The funny thing is, I am totally okay with this. I have targets that I want to add at, I think it’s my smallest holding.