@garrytan This is good for the BTC miners/hyper scalers who have assets already in place
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Aaron Smith
2K posts
Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies.
The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.
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@Charlesick88 Maybe high 200’s, then after earnings could explode.
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@AaronSm01922689 It honestly feels like it is already fueling up for take-off with that recent 24% weekly jump.
Do you think the AI server demand is enough to push it past $300 before the next earnings call?
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BREAKING: President Trump just filed thousands of personal trades.
Most of them were made months ago.
Some of the buys include:
- Dell, $DELL
- Intel, $INTC
- NVIDIA, $NVDA
- Palantir, $PLTR
- GE Aerospace, $GE
- Sandisk, $SNDK
- Bloom Energy, $BE
Full trade list below.
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@TradingGasMoney Maybe , I’ll hope for it ,but, DELL IMHO is next
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$SLNH remember when I said new highs coming… $5 coming soon.. $40 coming if we get multiple billion dollar deals
If $DGXX lease 40MW for 1 BILLION
One of our $SLNH sites is ready for 300 MW
That means 1 Billion per 40MW is close to 7Billion dollars
Wayne Liang@wliang
Look what happened to $DGXX when our Helix indicator converged... gave us a ~$3 to ~$9 rally. Now look at $SLNH in the second photo. Interesting...
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5 names I’m watching closely right now, all riding the same wave IMO...
$PENG. Penguin Solutions is the AI factory builder. They take a billion dollars worth of $NVDA GPUs and turn them into a working cluster… they’ve already deployed over 85,000 GPUs for customers like Shell, Sandia, and one of Korea’s largest Blackwell clusters. Just got picked by Deepgram and Dell to architect their voice AI.
$SLNH. Soluna is the behind the meter power play. The US grid is breaking under the weight of AI data centers and PJM already said it publicly. Soluna co-locates green data centers directly with wind, solar, and hydro… they just signed a Siemens MOU for a 2MW behind the meter pilot and own the Briscoe Wind Farm.
$DGXX. Digi Power X just signed a 10 year deal with Cerebras worth up to $2.5B for a 40MW AI data center in Alabama. Cerebras IPOs on the Nasdaq this Thursday, which puts them in the spotlight as the public proxy.
$WYFI. WhiteFiber spun out of $BTBT, IPO’d at $17 in August, and is now sitting near $27. Q3 revenue was up 65% YoY and they just signed an $865M, 10 year colocation deal with Nscale at their NC-1 campus. BTIG just initiated coverage. Same playbook as $CRWV at a fraction of the size.
$OUST. Ouster is the lidar pure play and the robotics wave is the next leg of AI nobody is positioned for yet. Every humanoid robot, every autonomous truck, every smart warehouse needs eyes…
I added to my SLNH position and plan to hold until earnings... NFA!
Common thread on all five… AI infrastructure, real revenue, and the institutions haven’t really shown up yet.
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@investmattallen What about WULF, CIFR and CLSK. Thanks for your research
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AI data center comparison:
$CRWV CoreWeave — $57B market cap. 3.5 GW contracted. Roughly $16 per watt.
$NBIS Nebius — $44B market cap. 2+ GW contracted, targeting 3 GW. Roughly $15 per watt.
$IREN IREN — $19B market cap. 5 GW secured power. Roughly $3.80 per watt.
$MARA Mara — $4.87B market cap. 2.2 GW pipeline. Roughly $2.22 per watt.
$HUT Hut 8 — $11B market cap. 597 MW contracted, 8.4 GW pipeline. $1.18 per watt contracted.
$KEEL Soluna — $2.4B market cap. 2.2 GW pipeline. Roughly $1.09 per watt.
$VIVO VivoPower — $50M market cap. 358 MW operational and 18-month pipeline. Roughly $0.14 per watt.
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This could be eggcellent news!
A study suggests eating eggs — fairly frequently — could be linked to a lower risk of Alzheimer’s disease among older adults.
Details: fox59.com/news/national-…
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@joseluis_ND @bryan_johnson Special? I like retarded better tho
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@bryan_johnson How do I say “this is the most retarded thing I’ve ever read” or “you and your team are retards” without using the word retarded/retards?
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I'm getting two vaccines next week: Tdap and shingles.
The Tdap because Kate's family has a newborn and we're visiting. Shingles for the potential longevity benefits.
Data we're looking at:
1. Lower Alzheimer risk with vaccination in 1.6 million people, 8 year follow up, age 65+
+ Tdap/Td: 30% lower relative risk
+ Shingles: 25% lower
+ Pneumococcal: 27% lower
2. Slower biological aging from shingles vaccination in 3,884 people, age 70+
Modest but significant improvements in inflammation, epigenetic and transcriptomic aging, and composite biological age. Molecular signals strongest within 3 years; inflammation benefits emerged later.
3. Better outcomes after breakthrough shingles in 38,092 people, age 50+, median 3.6y follow up In adults who developed shingles, prior vaccination was linked to:
+ 41% lower all-cause mortality
+ 21% lower MACE (MI, stroke, PE, sudden cardiac death)
+ 16% lower dementia risk
Note: all three studies are observational. They show association, not causation. A randomized controlled trial on longevity outcomes is not feasible here as you can't randomize people to skip vaccines for years. The signal is consistent across independent large cohorts, which strengthens confidence, but the possibility of healthy vaccine bias exists in all three. People who stay current on vaccines tend to have better health behaviors overall. I find the mechanistic case for shingles specifically compelling. VZV reactivation drives neuro inflammation, and vaccination appears to blunt that cascade which is why we weight this evidence more heavily than the numbers alone.
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@FOX59 Illegal immigrant fired shots from passenger seat and driver didn’t have a drivers license. You can’t make this crap up. Unbelievable
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Indiana State Police arrested two men accused of firing shots at another driver during a road rage incident on I-465. fox59.com/news/indycrime…
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Stocks keep hitting a new all-time high.
There is nothing more fun than winning.
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THIS IS BADD:
Wintermute just moved hundreds of millions in Bitcoin to Binance.
$20,140,000. $12,340,000. $8,160,000. $6,360,000.
All moving to Binance hot wallet. Within 24 hours.
Wintermute is one of the largest crypto market makers in the world.
They don't move this much Bitcoin without a reason.
Something is coming.
What does Wintermute know that we don't?
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I'm waking up with a headache and stiff neck this morning due to how violently anti-ICE activist, Chris Ostroushko, shoved me down yesterday.
A second angle shows that he had to be held back by 5 men as he continued to charge at me.
I didn't speak a word to him all day yet he repeatedly called me a bitch and very clearly looks like he wanted to violently hurt me even worse than he did.
I'm happy to report that charges will be brought against this man, his wife and daughter.
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@APompliano Maybe you should give stockholders in BRR a discount to join.
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Meta launched their new AI model yesterday.
Within minutes of the launch, our AI agents were able to identify 2 different stocks that would see a substantial tailwind from the news.
This is the power of AI research on display.
READ: procapinsights.com/app/articles/m…
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@APompliano @SquawkCNBC Get that stock price moving north Pomp!
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I will be on @SquawkCNBC tomorrow morning at 6:50am ET to talk bitcoin, AI, and agentic finance.
Maybe I will have a fun announcement too.
See everyone there :)
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Bitcoin’s correlation to gold has been crashing, while the correlation to equities has been rising.
Every bitcoin investor should be paying attention 👀
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@mikealfred Seems like Fred is always playing catchup. Somebody should have just bought them, took the bitcoin and sold the rest off
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