Abe Zacuto

Signs of strength: - Making a higher high - Failing to make a lower low - Recapturing and holding above lost support (U&R) Signs of weakness: - Making a lower low - Failing to make a higher high - Losing and holding below lost resistance (U&R) Volume helps confirm

Doing everything right $HYPE $PURR $PUR. If you think crypto has bottomed, best to be in the leaders not the laggards. $BTC $ETH $SOL

"Hey Skynet"

Let's have a naming contest: $AMZN: "Hey Alexa" $AAPL: "Hey Siri" $GOOGL: "Hey Google" OPENAI: "Hey..."

@zerohedge Let's have a naming contest: $AMZN: "Hey Alexa" $AAPL: "Hey Siri" $GOOGL: "Hey Google" OPENAI: "Hey... Big Brother"

*OPENAI PLANS TO RELEASE HOME SPEAKER AS FIRST HARDWARE PRODUCT

"Hey Big Brother"

Lots of posts today from neocloud bulls, each in their respective corner sounding a lot like this: my 'XYZ neocloud' doesn't have a data center in New York! This dip is dumb! Makes no sense! Buy the dip! governor.ny.gov/news/first-sta… Here's my view: - Good or bad, nothing is binary - Price is expressed in terms of probabilities and timelines - This is true for data centers being built in NY as well as those being built in other jurisdictions For NY data centers: - With 100% certainty, they are worth less than yesterday - Although low, say 5%, there is a probability the moratorium extends forever, making them worth zero. - Somewhere in between, there is a probability that this ends prior to the end of the moratorium or 1,2,3 years from now and those builds continue as planned For non-NY data centers: - This moratorium sets a new precedent that other states may follow. The more a state regulates similarly to NY, the more likely. Let's say conservatively anywhere from 5-35% likelihood. - For a state like NJ that historically regulates very similarly, this risk is on the highest end ($NBIS). NJ doesn't even have to work hard to create new rules - they can just copy/paste. - For a red state with abundant energy, this risk may be only 5%. - This risk changes in the future, when a democrat becomes president Risk modeling works in probabilities, not binary guarantees. What we're seeing in price decreases is an expression of an elevated risk. That risk is non-zero. Final Note: Most neocloud names are already down 30-60% in the last month. This risk and regulation news could very well have been known by institutions and is already priced in. Today could be the bottom. Today could be far from the bottom. IDK To say "this news doesn't impact my neocloud" however might be true or might not. We'll find out. The risk that it negatively impacts its stock price is 100%. $IREN $NBIS $APLD $CIFR $CLSK $CORZ $CRWV $FRMI $HIVE $HUT $KEEL $NUAI $MARA $RIOT $SLNH $VIVO $WULF $WYFI

@zerohedge 173,607 on FinTwit have never recorded a losing trade

Just 27.6% Of Stocks Outperform The Market While 60% Destroy Shareholder Wealth, New Study Finds zerohedge.com/markets/just-2…

@trusited I didn’t run this across the entire neocloud group, but $IREN looks well-positioned from a jurisdictional risk standpoint. Others... less so.

I would take $IREN over the others at this time. That 10-20% risk is even lower since they dont have the same exposure as other companies and they are expanding in countries that are more friendly in addition to most sites being renewable energy and TX which is more friendly than blue states. x.com/i/grok/share/0…

Hey Grok, model this jurisdictional risk for a few names as an example: $IREN $NBIS $CRWV Base Case (most likely): NY remains relatively isolated. Cost-allocation and efficiency rules spread modestly. IREN: Strongest position — Texas execution proceeds with limited friction. Sweetwater hub becomes a major advantage. NBIS: Some US delays (especially NJ), but international sites and Missouri/Alabama help. CRWV: Manageable — diversification allows rerouting capacity; scale gives leverage with utilities/states. Adverse Case (plausible tail): Stricter rules hit NJ/PA + 2–4 other states; minor spillover to Midwest. IREN: Least affected (Texas-heavy). Could even benefit as capital flows to friendly jurisdictions. NBIS: Moderate hit — NJ site delayed, some US pipeline slowed. Europe provides partial offset. CRWV: Noticeable but contained impact due to broad footprint. May accelerate Texas/Europe deployments. Severe/Tail Case (lower probability): Widespread adoption of restrictive policies. All three see growth slowdown, but IREN (Texas + renewables moat) and CRWV (highest diversification + scale) are relatively more resilient than a less-diversified player. NBIS faces higher relative pressure from its NJ and aggressive multi-state US buildout.

Bottom buying screenshot-ors, walking through the last 4 weeks of failed bottom buys $ONDS $AAOI $AXTI $RKLB

META USED AI-POWERED SOFTWARE TO TARGET WORKERS WITH MEDICAL CONDITIONS FOR LAYOFFS, LAWSUIT CLAIMS

On a longer timeframe, $AMPG is working on breaking out of a 13 year base. If they can execute, this thing could... go to space. The recent buyback announcement is curious. On one hand, it signals great confidence in the future. On the other hand, at this stage if they were expecting to accelerate growth I'd expect them to need that cash. It's a microcap that checks lots of positive boxes for me (fundamentally and technically)

Like buying $RKLB @ $6

Currently at $6.90, recapturing those 2024 highs and its 10dma so far this morning $AMPG

Most AI names have popped into resistance and failed (so far, at least) to put in a higher high on the 1hr chart. Obviously would prefer to see them blowing through resistance but putting in higher lows today would be a good look for a move higher. $AMD $DELL $BB Neocloud names relatively weak today out of the groups. Even $CLSK selling off most of its +19% pre-market move and most of the rest are negative $NBIS $IREN $WYFI $CRWV $CIFR

@WisemanCap Truflation has it at 1.9%

Is this CPI real data?