Crypto Yak

as ai improves, the thin layers - apps, software, etc. - get commoditized. value moves up the stack. and at the very top of the stack is energy. bitcoin is energy transport: mine where power is cheap, turn electricity into btc, move value globally. buy bitcoin.

NOW - Pope XIV says the church and Anthropic, will work together to "find the way for humanity, in this time of artificial intelligence."

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.  There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

Breaking: Pep Guardiola has joined Anthropic

Understand what time it is. The hunger games for compute has barely even started.

👀

The singular red dot is causing a massive compute shortage and you think memory stocks have topped?

this is beyond insane

@aleabitoreddit retrained off $IREN investor conversations lmfao

Both Anthropic's Opus 4.6 and 4.7 are probably the dumbest LLMs I've interacted with recently? Did they get hit in the head by a rock. Or just retrained off $IREN investor conversations? Probably not going to use it again for awhile. Felt like God-Mode when 4.6 first came out and just the stupidest LLM I've interacted with recently.

SK hynix conference call – View on memory pricing “We do not believe memory pricing is being driven by a temporary supply-demand imbalance, and we expect the trend to look different from past cycles. First, as AI technology advances, the importance of memory has become greater than ever. IT companies are competitively increasing purchases to secure memory supply. On the other hand, supply in the memory industry declined after investment was reduced following the downturn, and meaningful production expansion is constrained by limited available space. To secure room for capacity expansion, suppliers have resumed building new fabs and investing in infrastructure, while continuing to increase the scale of their investments. However, it will still take more time before meaningful new cleanroom space and production capacity come online, so the supply-demand imbalance is persisting. IT companies now view securing volume as more important than price. In addition, the importance of memory in the AI computing market is continuing to grow. We expect the favorable pricing environment to remain in place for the time being.”

Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.

Investing sophistication levels: Level 1: You set up auto-deposits into VOO every paycheck. You are as sophisticated of an investor as every software engineer on Blind. … Level 9: You’ve spent six months reverse-engineering TSMC’s CoWoS-L supply chain and discovered that neodymium-iron-boron magnets used in the precision linear motors of ASML’s EUV wafer stages and the CoWoS bonder tooling have a single dominant refiner outside China: a mid-cap Malaysian processor quietly sourcing 70% of its feedstock from one aging mine in Lynas’s Mount Weld concentrate stream. Rather than buying the refiner’s stock like a peasant, you commission SRK Consulting to run a magnetotelluric survey on an adjacent tenement block in Western Australia you identified via public geoscience data from the WA Department of Mines. The survey confirms a monazite-bearing carbonatite intrusion 14km south with comparable Nd/Pr ratios and critically lower thorium content, meaning simpler radiological permitting. You option the mineral rights through a Jersey-domiciled SPV, bring in a sovereign partner (DOE’s Defense Production Act Title III office is writing checks for heavy rare earth ex-China supply), and structure the equity as a streaming deal where you sell forward 40% of future Nd-Pr production to a Japanese trading house (Sojitz or Sumitomo) for upfront capex in exchange for a 15-year offtake at a floor price. Simultaneously, you build a short position in the incumbent refiner via 6-month 20-delta put spreads financed by selling upside calls on Lynas (because you’re long the sector, short the specific name). The day your SPV issues its maiden JORC-compliant resource estimate and DOE co-investment press release, the incumbent’s multiple compresses from EV/EBITDA of 18x to 11x. Your puts print. Your equity stake marks up 6x on the Series A. You try to explain to your girlfriend what a “streaming royalty” is during the excitement. She pretends to understand. … Level 10: A Mossad agent by the name of Jeffrey Epstein contacts you on behalf of the Rothschilds and invites you to his private island to discuss a business deal.

@aleabitoreddit beast mode

Genuinely thanks for nice comments. I share my ideas for free in the end though since I want to help out the retail community. $TSEM hit triple digit return... so that's 16 different names YTD. So my YTD hit 1525%+ as a result. Just to recap all the endless abuse and harassment along the way: 1. $AXTI - "Pump and Dump", "Scam Chinese Stock", Got banned from WSB $RDDT after Mods got mad investors actually made money AXT going from $12->$80. 2. $AAOI - "Pumping stock with no fundamentals, Meme stock" 3. $SIVEF - "Pump and Dump" "Meme Stock" 4. $LITE - "Photonics Bubble" 5. $IQE - "Just pumping low MC stocks" 6. $AEHR - "Stock with negative revenue growth, why is anyone following this guy and not paying $2,000+ for my subscription?" 7. $CRCL - "TA says it's going down to $30" 8. $EWY - "Just from followers" (hint, it's the South Korean Index) 9. Unimicron - "Idea is useless give me US stocks" 10. Nitto Boseki - "Idea is useless give me US stocks" 11. $OSS - Stealing Ideas (no, my synthesis around Venezuela was novel) 12. $GDRZF - "You're a terrible human trying to profit off of the War in Venezuela" 13. $RPI - "Meme stock all because of a Meme Trader" (FT, European Media). 14. $SOI - "Pump and dump", "no novel idea" (random analysts) 15. $ALRIB - "Pumping low MC stocks" (no, it's $MSFT quantum information discovery) 16. $TSEM - "Pumping based on followers alone" (bro it's $25B+, these are institutions) Or how about... the idea around fundamentals was right all along? And I'm just sharing information synthesis/discovery before institutions find out about them. Retail and media should be celebrating when 16+ different ideas return 100%+ YTD, since stocks are positive sum. Everyone from retail, the companies, and local economies benefits. Instead, negativity is through the roof and people keep trying to diminish/downplay the ideas like frontrunning the photonics supercycle… even when they actually turn out right? The trolls are starting to get to me, from $IREN folks creating new accounts every day just to send IRL threats, to European media disinformation about "pumping and dumping"... since I do read every comment. But notice... how 95% of things keep going up? And institutions like Point72 and Apollo end up buying the names I mention? Comments like this do make it helpful to stay on X, and I do enjoy taking victory laps on the haters.

@MoodyWriter13 lmao

😂 I don’t know what to say about that

No Time? 🏃‍♂️🚫⏰ Here is a tl;dr of the Jensen interview 👇

The name of the company… NewBird AI. It is a cutting-edge, AI-native cloud infrastructure firm out of- well, they used to be out of San Francisco making sneakers, but forget that, John- they are now awaiting imminent deployment of next-generation GPU compute clusters that have both massive enterprise and consumer applications. Now, right now, John, the stock trades on the Nasdaq at about the price of a cup of coffee. And by the way, John, our analysts indicate it could go a heck of a lot higher than that. And John- one more thing- they're up 160% just today

eu wants to get left even more behind

crazy work

i like this take

$AMZN is basically $MSFT but without the shitty software company attached to it that is obviously going to zero & like a million billion ways they can cut costs with AI & robotics and is therefore worth infinity dollars.

Btw, if Anthropic had any way to ship this, they would. Trained AI models are the fastest depreciating asset in history. GPT-4 cost $100M to train 2 years ago and now it's worth less than Qwen3.5-27B ($1M). Sending the FOMO back, clock is ticking boys. @DarioAmodei @bcherny