TC_Baer
1.3K posts
$JEPQ used to be the most popular...
$QQQI seems more popular these days...
PICK ONE!
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@ClarkCtony That's awesome. Reinvesting or living off the income?
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How heavy are you investing into the covered call ETF gang?
$QQQI for instance?
No decay, all income...
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Leopold Aschenbrenner is literally giving you insider trading info
He turned $225M into $5.5B in less than 12 months
In 2025 he bought:
$BE at $18 & is now $297
$LITE at $59 & is now $935
$SNDK at $42 & is now $1,466
Now in 2026, he’s telling you to buy:
1) Applied Digital $APLD
2) Bloom Energy $BE
3)CleanSpark $CLSK
4)CoreWeave $CRWV
5)Intel $INTC
6) IREN $IREN
7) Keel Infrastructure $KEEL
8) Micron $MU
9) Riot $RIOT
10) Sandisk $SNDK
11) T1 Energy $TE
12) Taiwan Semiconductor $TSM
Don’t miss out on a generational run
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@RealJGBanks BW is missing from your list, a key third party vendor for APLD
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Those who listen will become MILLIONAIRES.
Once the AI hardware rotation slows down…
power will still need to grow exponentially.
Here’s the AI Power Super cycle that RETIRES you:
1. Layer 1 Fuel & Natural Gas Supply
(the energy feeding the AI boom)
• $EQT - largest U.S. natural gas producer
• $KMI - gas pipelines + infrastructure
• $WMB - natural gas transport + LNG
• $ET - massive U.S. energy network
2. Layer 2 Onsite / Fast Deploy Power
(the real near-term bottleneck solution)
• $BE - Bloom Energy fuel cells
• $GEV - gas turbines + power systems
• $CAT - backup generators
• $CMI - power generation systems
• $KGS - gas compression + mobile power
• $TE - solar + microgrid exposure
3. Layer 3 Grid & Electrical Infrastructure
(the hidden AI winners)
• $ETN - electrical systems
• $PWR - grid buildout
• $VRT - cooling + power management
• $HUBB - transformers + grid equipment
• $NVT - electrical infrastructure
• $EMR - industrial power systems
4. Layer 4 Nuclear & Long-Term Baseload
(the future AI power source)
• $OKLO - advanced nuclear
• $SMR - small modular reactors
• $NNE - portable microreactors
• $CEG - largest U.S. nuclear fleet
• $VST - nuclear + power generation
• $BWXT - reactor components + services
Here is how it breaks down.
AI models get larger. Data centers get bigger.
Energy demand keeps accelerating.
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🚨 When Does Yield Become A Red Flag?
Annualized Yields:
$GPIQ 9.65%
$SPYI 12.09%
$QQQI 14.11%
$XSPI 16.57%
$XQQI 20.10%
$GIAX 24.00%
$BLOX 36.00%
$CHPY 45.62%
$HOOW 69.69%
$SEMY 96.89%
⚖️ At what point does yield stop being income… and start becoming risk?
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@MrMikeInvesting You keep omitting BW, he owns it, key supplier to APLD.
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Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now up 3,200%
$BE at $18 & is now up 1,500%
$LITE at $59 & is now up 1,400%
This time around for 2026 he’s bullish on:
1. $TE ~ T1 Energy
2. $IREN ~ Iren Limited
3. $HIVE ~ Hive Digital
4. $CRWV ~ CoreWeave
5. $RIOT ~ Riot Platforms
6. $CLSK ~ CleanSpark
These stocks can easily be the next to 5-10x within months.
Don’t miss out again…
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@LeopoldATracker AI infrastructure wealth transfer is real, but most "12 stocks" lists recycle the same names.
The actual winners will be picks nobody's talking about yet - power grids, cooling tech, niche chipmakers.
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The market still does not understand what’s coming.
AI infrastructure will create one of the biggest wealth transfers in modern history.
Here are 12 stocks positioned to benefit before AGI arrives 🧵👇
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@grassosteve @grassosteve, Thank you so much for this one Mr. Grasso, you pointed out this company and I bought it while it was CCCX, grateful I did. You’ve given me some GREAT MONEY MAKERS, and this is one of them for sure! Happy Memorial Weekend.
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$INFQ
went public 3 months ago. Least known quantum name on the market. Yesterday: $100M LOI from Dept of Commerce.
Over $500M cash.
Govt contracts already funding revenue.
Not a moonshot it’s a business.
Low burn.
Zero debt.
Most scalable.
$NVDA collaboration.
The market hasn’t found this one yet, despite the recent rally.
More analysts will initiate coverage, price targets will rise.
The entire quantum group will get their deserved attention.
(Also own $IONQ )
Mason@miscomputate
Notable lines from today’s Barron’s feature by Mackenzie Tatananni on @infleqtion $INFQ : “It’s shaping up to be a watershed year for Infleqtion.” “We’re focusing on that significantly more because of the demand signals we’re seeing for it,” Kinsella said. “The same way we can turn our atoms into qubits or sensors, we can turn them into antennas.” “Kinsella expects these initiatives to draw attention to Infleqtion’s inertial sensing business, particularly its new Quantum Spectrum product line, which is designed to replace traditional antennas and analog receivers with atom-based radio frequency hardware.” “For me, dealing with Wall Street is kind of like a comfort zone,” Kinsella told Barron’s shortly after the release. “I know the lingo and how to communicate with them. And I think the reception to the story has been quite strong, in that it’s very differentiated to other quantum stories.” “The biggest surprise to the upside since I first invested in the company has been the progress that neutral atoms have made on quantum computing - it was always pretty clear they could build a decent business in sensing,” Kinsella said. “What at the time was a very out-of-the-money call option in 2018 is becoming more and more real. I think we’re going to see a world where neutral atoms wins, and I think we can win neutral atoms, which means we can win it all.” $INFQ
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$100K into $QQQI ETF pays ~ $14k/yr
Who else is stacking shares of this one?
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@LeopoldATracker You forgot BW again, I didn’t, I have 5600 shares at $5.60 a share. Previously owned 6200 shares, trimmed a little last week. I started buying APLD at $4.72 a share. Holding 1000 shares of NVDA, started purchasing at a post split adjusted price of $22.76.
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In 2025, Leopold Aschenbrenner delivered some incredible winners:
1. $BE — Bloom Energy (+1,422.85%)
2. $CRWV — CoreWeave (+166.67%)
3. $INTC — Intel (+365.83%)
4. $LITE — Lumentum Holdings (+1,331.49%)
5. $CORZ — Core Scientific (+135.95%)
6. $IREN — IREN Limited (+583.57%)
7. $APLD — Applied Digital (+629.58%)
8. $SNDK — SanDisk (+3,130.75%)
9. $CIFR — Cipher Mining (+449.35%)
Now in 2026, he is giving you this list 👇
- $TE — T1 Energy at $6.8
- $HIVE — HIVE Digital
- $RIOT — Riot Platforms at $22.6
- $APLD — Applied Digital at $36.6
- $IREN — IREN Limited at $47.7
- $BTDR — Bitdeer Technologies at $3.3
- $KEEL — Keel Holdings at $4.2
- $CLSK — CleanSpark at $14.6
- $SHAZ — Sharon AI at $52.4
- $PUMP — ProPetro at $17.8
- $PSIX — Power Solutions at $36.3
- $WYFI — WhiteFiber at $25.5
- $CORZ — Core Scientific at $22.9
Some of these companies have the potential to deliver 5x to 50x returns. The upside in many of these names is massive.
Bookmark this for research, focus on the companies that offer the best opportunities, and invest wisely.
Not financial advice. Do your own research.
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@GoodNewsStock @SquawkCNBC @JeffBezos @andrewrsorkin @JoeSquawk @CNBC 🤣, sure… not whining, like you said, stating the obvious. Also, not surprised athe word “racist” some how appears, give me a break. 🤣
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@ClarkCtony @SquawkCNBC @JeffBezos @andrewrsorkin "he is a mouthpiece for the DNC"
Sorry the racist @JoeSquawk wasn't interviewing him since but maybe next time.
Your comment, while ovbious is also pretty silly. Bezos doesnt care about @CNBC or Ross, he says what he wants.
Stop being such a whinner
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"People sometimes say that I don't pay taxes. It's not true. I paid billions of dollars in taxes," says @JeffBezos. "That's not going to solve the problem. You could double the taxes I pay and it's not going to help that teacher in Queens."
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They said you needed $1,000,000 to retire in 2010.
They said you needed $2,500,000 to retire in 2020.
They said you need $4,000,000 to retire in 2026.
Meanwhile you can park $1,000,000 in OVL and get paid $105,000 in annual dividends.
Why aren’t more people doing this?
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8 undervalued stocks Leopold Aschenbrenner is signaling you to buy through his latest 13F reports. It is not $BE, $MU, or $NVDA, but:
• $HIVE — HIVE Digital
• $RIOT — Riot Platforms
• $TE — T1 Energy
• $APLD — Applied Digital
• $IREN — IREN Limited
• $BTDR — Bitdeer Technologies
• $KEEL — Keel Holdings
• $CLSK — CleanSpark
These stocks are all undervalued, with massive potential to create generational wealth.
Not financial advice. Do your own research.
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Chips can be manufactured at scale, but what happens when there’s no electricity to power AI data centres? Power is the real bottleneck right now, and if that holds, these energy stocks will be the long-term winners:
T1 Energy - $TE
FuelCell Energy - $FCEL
Riot Platforms - $RIOT
MARA - $MARA
Energy Vault - $NRGV
Keel Infrastructure - $KEEL
Plug Power - $PLUG
Sunrun - $RUN
Bloom Energy - $BE
Ballard Power Systems - $BLDP
Eos Energy Enterprises - $EOSE
Shoals Technologies - $SHLS
Solaris Energy - $SEI
Power Solutions - $PSIX
These companies sit at the core of the global energy transition, AI infrastructure buildout, grid expansion, and next-generation power generation systems.
Not financial advice. Do your own research.
BOOKMARK THIS FOR LATER!
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@DevotedDividend I hold JEPQ, QQQI, SPYI, therefore, I would add to either BZ, BP, or PFE.
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If you had $5,000 💵
To deploy into the market right now 📊📈
Which dividend stocks and ETFs would you go with? 👇
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@DevotedDividend QQQI and JEPQ, 70k in each, building it up to 100k in each plus adding to a currently small position in SPYI.
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Which of these high income ETFs do you own:
$QQQI
$BLOX
$SCHD
$DIVO
$MAGY
$QDVO
$TSPY
$IAUI
$SPYI
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@jason_coder0 It’s not just the what you ask, it also includes HOW you ask these questions, great post.
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🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).
Here are 10 insane Gemini prompts that replace $4,000/month Bloomberg terminals:
(Save this 🔖 you’ll need it later)
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