Fledge.fi

@JasonL_Capital Take a look at $toyo. Missing that one

McKinsey says AI will need 219 gigawatts of data center power by 2030. That's nearly 3x today's capacity. Here are 10 stocks powering the AI buildout: 1. $TE - T1 Energy Manufacturing solar modules in Texas using high-efficiency TOPCon technology. Q1 revenue $177.6M, up 232% YoY, with record adjusted EBITDA of $9.1M. G1_Dallas facility running at 5 GW nameplate capacity. G2_Austin Phase 1 (2.1 GW solar cell fab) broke ground in December and targets production by end of 2026 with over 60% domestic content. Signed a 900 MW supply deal with Treaty Oak Clean Energy. Leopold Aschenbrenner's Situational Awareness fund just disclosed a 10M share position - roughly a 3.6% stake.

Bitwise Will Start Accumulating HYPE Tokens @Bitwise is officially allocating 10% of the management fees from its $BHYP ETF to hold $HYPE on the firm's corporate balance sheet. This initiative aligns with the @HyperliquidX protocol model, in which 99% of generated revenue is currently allocated to $HYPE buy-and-burn mechanisms. The move establishes @Bitwise as a direct participant in the network's value accrual, marking a shift from passive custody to active asset accumulation.

NEW: SOUTH KOREA'S $1 TRILLION PENSION FUND NPS PURCHASED ANOTHER $40,000,000 IN #BITCOIN THROUGH MSTR THE NEXT GLOBAL RESERVE CURRENCY IS BITCOIN 🚀🔥

Private ai is the next big thing in crypto. People overlook solid project like $VVV, $DIEM and $SERV.

JUST IN: 🇨🇳🇺🇸 China agrees to buy $17,000,000,000 of U.S. agricultural products annually through 2028.

@AskVenice Uptrend

Daily video inference requests on Venice

🚨BREAKING: TRUMP ACCEPTS TEMPORARY LIFTING OF IRAN OIL SANCTIONS Tasnim reports the U.S. has accepted a temporary OFAC waiver on Iran’s oil sanctions during the negotiation period.

BREAKING: Strategy $MSTR buys an additional 24,869 #Bitcoin and now holds a total of 843,738 BTC. Saylor now owns over 4% of the total BTC supply 🔥 🔸Bitcoin 100 Ranking: 1🏆🔸

Unpopular opinion: The first macro cycle since 2020 may finally be starting.

@StockSavvyShay @leopoldasch have you heard of $toyo as well? I think it's a better investment then T1.

Leopold Aschenbrenner’s Situational Awareness Fund initiated a new ~$44M position in $TE last quarter.

@nerdalert $Toyo is even better

I’m kind of shocked at how much overlap we have had with Leopold’s investments, especially considering we dont follow him at all and I’m pretty sure he doesn’t follow us.

Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet: The AI bottleneck isn’t software anymore. It’s Power + Compute + Infrastructure. Top holdings include: $BE $CRWV $IREN $CORZ $APLD $SNDK $GLW No crowded Mag 7 trade. Pure second-order AI infrastructure plays. Power → Compute → Storage → Connectivity Smart money is positioning for AGI before the market fully catches on. Not financial advice.

Leopold’s Situational Awareness 13F is out. New positions include $TE, $HIVE, $SHAZ, $INTC, $AMD, $SMH, $TSM, $MU, $GLW, $ASML and $NVDA Added to $KEEL, $CLSK, $RIOT, $IREN, $APLD, $BTDR, $CRWV and $SNDK. Trimmed $SEI, $CORZ and $BE. Exited $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC and $EQT. OPTIONS ACTIVITY: Opened PUTS on $NVDA, $ORCL, $SMH, $AMD, $INTC, $AVGO, $MU, $TSM, $ASML and $GLW ... Opened CALLS on $MU, $TSM and $SNDK; trimmed $CRWV calls... Exited $EQT calls. $BE calls and $INFY puts were unchanged.

⚠️DESCRIBE HOW NVIDIA EARNINGS WILL GO THIS WEEK USING 1 WORD $NVDA

JUST IN: White House announces China has agreed to address U.S. concerns over rare earth shortages.

JUST IN: Leopold Aschenbrenner just updated his stock portfolio for his Situational Awareness Fund This is every SINGLE STOCK he owned so far the end of Q1 (This does not include options) $878.7M of Bloom Energy $BE $724.4M of Sandisk $SNDK $556.1M of CoreWeave $CRWV $401M of Iren Limited $IREN $389.1M of Core Scientific $CORZ $320M of Applied Digital $APLD $142.2M of Riot Platforms $RIOT $104.5M of Cleanspark $CLSK $62.5M of Solaris sei-network:native $43.9M of T1 Energy $TE $38.8M of Bitfarms $29.8M of Bitdeer $BTDR $26.3M of Power Solutions $PSIX $21M of Corning $GLW $20.9M of WhiteFiber $WYFI $20.2M of $AMD $19.9M of Babcock and Wilcox $BW $18.1M of SharonAI $SHAZ $13.1M of Propetro $PUMP $10.3M of $SMH $8.9M of Intel $INTC $7.6M of Taiwan Semi $TSM $6.4M of Hive Digital $HIVE $6.1M of $ASML $5.9M of Micron $MU

JUST IN: $14 Trillion BlackRock just revealed it bought 3.14 million shares ($535.6 million) more of #Bitcoin treasury company Strategy $MSTR and now holds a total of 17.75 million shares ($3.02 billion). 21.5% position increase by the world's largest asset manager 🔥🚀

@CantonNetwork Lets go!

SG-FORGE, the crypto arm of Société Générale, is expanding to the Canton network to scale tokenized collateral, onchain trading, and stablecoin financing. ↓ Get the details. ambcrypto.com/french-banking…

openserv running production AI agent deployments for the UAE government at $23m market cap. 300m tokens processed through TEE-backed inference at 40x lower cost than GPT-4. 25% of platform revenue goes to $SERV buyback and burn. virtuals trades at $370m building agent marketplaces on top of infrastructure like this. the layer below the agents is a 16x valuation gap sitting in plain sight

$BTC We just formed another bull trap pattern: compression -> optimism -> failed breakout -> dump Last time it resulted in -30%, which rn means fall to $55K-$60K levels and it's also logical cause we have much liquidity to take there So notifs on, I'll call exact bottom