Fireman_Trades

Rare take from a 27yr Amazon insider: $AMZN isn’t what you think it is linkedin.com/posts/peterdes…

Why does the administration care about stocks so much? Well, nearly half of U.S. equities are owned by households, so market declines directly hit wealth and confidence. Given the ‘wealth effect,’ maintaining market stability has effectively become an unspoken policy priority.

New: Leopold Aschenbrenner is going viral right now for Bloom Energy $BE making him $300,000,000* today alone We launched his tracker on Autopilot & in just two months it's already up 29% "What else does he own?" Here's your answer: 1. Sandisk $SNDK: +62% "Designs NAND flash storage chips and SSDs used across data centers and AI computing workloads." 2. IREN $IREN: +18.8% "Bitcoin mining company that also provides AI cloud computing services from energy-efficient data centers." 3. Bloom Energy $BE: +36.5% "Manufactures fuel cell systems that generate clean electricity from natural gas or hydrogen for data centers." 4. Core Scientific $CORZ: +24.1% "Bitcoin miner turned AI data center host, converting facilities for high-performance computing." 5. Applied Digital $APLD: +12.8% "Builds and operates next-generation data centers purpose-built for AI and high-performance computing." 6. Cipher Mining $CIFR: +25.8% "Large-scale, low-cost Bitcoin mining operations based entirely in the United States." 7. CoreWeave $CRWV: +56.0% "GPU cloud infrastructure purpose-built for AI, supplying compute to major AI labs and enterprises." 8. Tower Semiconductor $TSEM: +76.3% "Specialty analog chip foundry manufacturing silicon photonics and power chips for AI hardware." 9. EQT Corp $EQT: -7.4% "Largest natural gas producer in the US, supplying the fuel powering data center and AI infrastructure buildout." 10. Solaris Energy $SEI: +37.4% "Provides modular power and water management infrastructure for data centers and remote industrial operations." 11. Coherent $COHR: +24.3% "Makes lasers and optical components used in data center interconnects and AI networking." 12. Intel $INTC: +40.9% "US-based semiconductor manufacturer producing CPUs, AI accelerators, and data center chips." 13. Riot Platforms $RIOT: +20.8% "One of the largest publicly traded Bitcoin miners in the US, operating industrial-scale facilities in Texas." 14. Lumentum $LITE: +36.8% "Produces optical and photonic products including lasers critical for cloud networking and AI data center infrastructure." Full breakdown + performance found in next tweet

what a ride since doubling down on $BE in the 70s at peak fear just months ago.

An ex-OpenAI researcher is running a $5.5B hedge fund with 16% allocated to $BE, with strong conviction in distributed power solutions for AI infrastructure. The portfolio is also heavily concentrated in $CRWV (up 10%), $LITE, and $INTC, all tied to the buildout of next-generation compute and optical connectivity. Taken together, the positioning reflects a clear bet on the power, networking, and silicon layers supporting the AI data-center expansion cycle. It is fair to say the strategy is working so far. No... wait. That's an understatement.

1). China was the mediator for the ceasefire & nudged Iran to participate 2.) Trump threatens Naval blockade 3). China wants the Strait open 4). Trump is trying to inflict pain on China to pressure Iran to negotiate under more realistic terms for a ‘real’ deal to be reached

Someone just bought $6,400,000 worth of $GOOGL 335 calls that expire in a month Morgan Stanley said that the S&P500 correction is nearly over today 🧐

Good piece on $amzn

“People always forget that 50% of a stock’s move is the overall market, 30% is the industry group, and then maybe 20% is the extra alpha from stock picking. And stock picking is full of macro bets. When an equity guy is playing airlines, he’s making an embedded macro call on oil.” — Stanley Druckenmiller

When your working life rewards you, it’s easy to ratchet up the complexity: homes, cars, travel, possessions etc. I have found that all that complexity comes at the sake of your most fleeting asset: your time. Instead of building things, all of a sudden you’re dealing with minutiae and logistics. Instead of talking mostly to engineers, you’re talking mostly to non-engineers. The building stops…the business of managing self inflicted complexity begins. It’s worth noting that the best players in the game (Buffett, Elon) have kept their life extremely basic, almost monastic/nomadic, as success ratcheted them ever higher. I think it’s the biggest secret hiding in plain sight: When the world upgrades your status, downgrade your complexity.

Iran’s leverage seems to be slowly and continuously shrinking

Great guy, check out his $MU pitch and his semis dashboard semilens.vercel.app

You don’t own enough hard assets

Too Compelling Not to Comment. $AMZN $300 Citron has followed $AMZN for 25 years. Today is the game changer where the ridiculous discount to $WMT multiple should close. For 4 years the market rewarded $WMT for stability and punished $AMZN for capex. Walmart looked like the adult in the room. Today, Jassy just showed you what that capex built….F$&@ ME! The most serious threat to NVIDIA's semiconductor dominance ever created. Amazon. $50 billion standalone revenue run rate. Triple digit growth. Trainium4 not even shipping and already sold out. Two customers tried to buy ALL of Graviton capacity for 2026. Amazon said no! This is another trillion dollar company hidden inside $AMZN. This does not exist in a single sell side model. Not one. The market spent 4 years punishing Amazon for building this. Now it's built. And $WMT still trades at 45x earnings for 4% revenue growth while $AMZN sits at 26x forward. $WMT sells potato chips. 45x earnings. $AMZN sells AI chips. 26x forward earnings. (And they do sell a lot of potato chips.) The chips are sold out. The multiples have to flip. F$&@ $WMT. $AMZN. $300.aboutamazon.com/news/company-n…

Iranian government full list of claimed peace agreements with US: -A lasting ceasefire -Iranian control over the Strait of Hormuz -Iran continuing to be able to enrich uranium -Lifting all primary and secondary sanctions on Iran -Paying compensation to Iran -Withdrawing US combat forces from the region - Acceptance of enrichment A pretty big loss for American hegemony if Iran recieves all of these concessions.

BREAKING: Claude can now search YouTube for you! We plugged Algrow directly into Claude so it finally has real constantly updated youtube data No more generic slop from a model that's never watched a video

@dalibali2 Analyst #3 would never explain Analyst #3 to a woman while on a date.

Absolutely incredible… Citrini Analyst #3 got picked up by the CID (Gulf CIA) because of the tweets about him.

Might be finally time for the coins to go up