StanPinesPremiumCollector
2.7K posts

StanPinesPremiumCollector
@DippertheRipper
Just here for the trades and knowledge I enjoy a healthy diet of Options Premium 🌴🪨, 🐋🦈, 🔪🐳
Texas, USA Katılım Temmuz 2024
448 Takip Edilen151 Takipçiler

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $HOOD Robinhood Launches 𝐀𝐈 𝐀𝐠𝐞𝐧𝐭𝐬 for Trading and Purchases
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ Robinhood enables customers to deploy autonomous 𝐀𝐈 𝐚𝐠𝐞𝐧𝐭𝐬 on its platform.
➤ Agents can execute 𝐬𝐭𝐨𝐜𝐤 𝐭𝐫𝐚𝐝𝐞𝐬 through separate managed accounts.
➤ Future expansion planned for 𝐜𝐫𝐲𝐩𝐭𝐨, derivatives, and prediction markets.
➤ AI agents can use virtual 𝐑𝐨𝐛𝐢𝐧𝐡𝐨𝐨𝐝 𝐆𝐨𝐥𝐝 credit cards for purchases.
➤ Users may automate buys when prices hit 𝐩𝐫𝐞𝐬𝐞𝐭 𝐭𝐡𝐫𝐞𝐬𝐡𝐨𝐥𝐝𝐬.
➤ Platform includes spending caps and 𝐦𝐚𝐧𝐮𝐚𝐥 𝐚𝐩𝐩𝐫𝐨𝐯𝐚𝐥 safeguards.
➤ Launch highlights growing adoption of 𝐚𝐠𝐞𝐧𝐭𝐢𝐜 𝐀𝐈 in fintech.
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@JungleRockRes @JungleRockCap @LordStoppington @VolatilityQ Good news! Today my feed is pretty much just a jungle rock party! So I’m happy about that!
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@VolatilityQ I keep having to search for the @JungleRockRes account… super sus
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@HunterAllen4 I remover running this stick sub $1 to $3 around 2021 or 2023 it’s been a while
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$IPWR
Up 30%
One of the most overlooked infrastructure bottleneck plays in the entire AI trade.
Most investors are focused on GPUs.
That could become one of the biggest opportunities in the market.
REPOST. BOOKMARK. Subscribe for 1$ more deep research.
Ideal Power ($IPWR) is developing B-TRAN® — a patented bidirectional semiconductor power switch built for solid-state circuit breakers (SSCBs), EV contactors, battery disconnect systems, static transfer switches, energy storage systems, and high-voltage DC power infrastructure.
The company is still early.
But the setup is becoming extremely interesting because hyperscalers are now moving toward 800V DC architectures to support next-generation AI compute clusters.
This is where the story changes.
$NVDA and partners have already published reference architectures around 800V DC systems for Rubin Ultra-scale AI deployments.
That architecture explicitly includes solid-state DC breakers and advanced protection systems.
Not optional.
Required infrastructure.
AI racks are rapidly moving from:
• 10-50 kW historically
to
• 250-600+ kW
and eventually toward MW-scale racks.
Traditional 400V AC infrastructure becomes increasingly inefficient at those densities.
800V DC solves several major problems:
• Lower current
• Lower I²R resistive losses
• Massive copper reduction
• Lower heat generation
• Smaller infrastructure footprint
• Easier battery/storage integration
• Higher rack density
But there’s a major issue:
DC systems are much harder to protect safely.
Unlike AC, DC has no natural zero-crossing, meaning faults can sustain dangerous arcs and create massive reliability risks.
Mechanical breakers are too slow.
This is why solid-state circuit breakers are becoming critical infrastructure for next-generation AI data centers.
And this is EXACTLY where B-TRAN fits.
B-TRAN’s advantages are what make this potentially disruptive:
• True bidirectional operation in a single device
• ~5x lower conduction losses in bidirectional applications
• Up to 75% fewer switching components
• Lower cooling requirements
• Smaller system footprint
• Lower overall system costs
• Microsecond-level fault interruption
• Lower heat generation
• Better overall PUE efficiency
A 1-2% infrastructure efficiency improvement can save operators millions annually while improving “tokens per watt” economics.
On May 14, $IPWR disclosed an LOI to co-develop a B-TRAN-enabled SSCB prototype for a U.S. hyperscaler supporting NVIDIA Rubin Ultra 800V DC architecture.
Target delivery:
Q4 2026.
Additional commercialization progress includes:
• Lead Asian circuit protection customer developing SSCB prototypes for 800V AI data centers and energy systems
• Medium-current SSCB projects for storage and data center applications
• Stellantis EV deliverables expected mid-2026
• Multi-year co-development and sales agreement for protection products
• Engagements with additional multinational suppliers and OEMs
Management stated the funnel increased roughly 50% since early 2026.
And the opportunities are diversified across:
• AI data centers
• Energy storage
• Industrial/grid infrastructure
• Automotive/EVs
This is important because B-TRAN is not a one-market technology.
Recent numbers:
• Q1 2026 revenue: $0
• Q1 net loss: ~$3.6M
• Q1 cash burn: ~$2.3M
• Cash balance March 2026: ~$16.4M
• Recently completed ~$30M direct offering
• NO debt
Because this isn’t competing directly against NVIDIA.
And if 800V DC architectures become the new standard for AI data centers, technologies enabling safer and more efficient power distribution could become massively valuable.
Especially if they reduce:
• power losses
• cooling costs
• component counts
• infrastructure footprint
That is the core bull thesis for $IPWR.
Sub-$100M market cap.
Over $300M sales funnel.
No debt.
That’s why the move today matters.
$MSFT $GOOG $MX $NVDA $VOO $NBIS $NVTS $IREN $AMD $SIVE $TE $AVGO $CEG $PWR



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@commonsenseplay @kevinxu @amitisinvesting @citrini @aleabitoreddit @michaelsikand @ChrisCamillo @ChairmansLedger @cantonmeow It’s literally as if the engagement groups of FinTwit from 2020-2022 have returned… liking, retweeting, and commenting on each others posts to boost engagement and pump…
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best 18 traders to follow on X:
@amitisinvesting = finX king
@citrini = deep research king
@aleabitoreddit = bottleneck-maxxer
@michaelsikand = asymmetric king
@kevinxu = swing trading king
@ChrisCamillo = 8 figure king
@ChairmansLedger = 9 figure king
@cantonmeow = charting king
@KawzInvests = AI infra king
@Gubloinvestor = small cap king
@CKCapitalxx = early to lots of names
@jiahanjimliu = best $IREN poster
@BryzonX = first to $HLIT
@JKeynesAlpha = $QS king
@bubbleboi = tpot finance poaster
@alc2022 = great guy to inverse
@Liathetrader = daily setup queen
@StockSavvyShay = media mogul
follow them all and learn.
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@kevinxu @amitisinvesting @citrini @aleabitoreddit @michaelsikand @ChrisCamillo @ChairmansLedger @cantonmeow Are the engagement groups of 2020 really making a comeback?
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@kevinxu Guarantee the vast majority of subs wouldn’t even notice
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@VolatilityQ Do you recommend staking for the additional returns while running Hydra or leave it available for trading? solana:So11111111111111111111111111111111111111112
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@LordStoppington @VolatilityQ So excited for this, I need this! Fidelity does not allow API connections as a violation of their terms of service. I need to find a better broker, but my 401k is stuck there. ETFs will also help reduce the stress of rebalancing manually!!!
Best team out there @JungleRockRes
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@VolatilityQ I’ll be reaching out soon to the people who expressed interest🫡More details coming
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@TheProfInvestor The Space ETF $NASA has quite a large potion as well
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