Yung #23

🚨BREAKING: $IREN HAS ENTERED INTO A $1.6B PURCHASE AGREEMENT WITH $DELL FOR AIR-COOLED BLACKWELL SYSTEMS TO SUPPORT ITS PREVIOUSLY ANNOUNCED 5-YEAR, $3.4B MANAGED SERVICES AI CLOUD CONTRACT

🚨 MAY PICKS UPDATE 🚨 -This was Shared beginning of May. Hope you caught some of these plays. ✅ $IREN: $40s → $60s (Top conviction pick heading into June 👀 -> 125 + ) ✅ $DRAM: $35 → $62 ✅ $NVDA: $190 → $216 ✅ $NOK: $11 → $16 ✅ $ONDS: $8 → $10 ✅ $LMND: $52 → $58 ✅ $MU: $480 → $950 🔥 ✅ $SNDK: $800 → $1600 🚀 ✅ $CIFR: $16 → $24 June picks are loading and will be dropped by the end of this week. 👀 If you want early updates, high-conviction setups before the crowd catches on… FOLLOW ME 🫡 . Will appreciate your Support guys ✅

Just press Cmd + Shift + Ctrl + 3, then Cmd + V paste the screenshot directly into Grok Build and ask it to inspire, guide, explain, debug, or recreate what you want It’s much easier to explain ideas visually instead of trying to type out every tiny detail manually The workflow feels incredibly natural and easy once you start using images directly inside the development process Grok is multimodal and already has surprisingly strong vision capabilities for understanding screenshots, UI, layouts, and visual context

OUST is up 46% in 10 days since we covered it. We spend hours digging for asymmetric setups so you don’t have to. Follow us with notifications on. That’s how you actually catch these early.

hope this help

Andrew Huberman’s sleep cocktail is a game changer. Magnesium threonate + Apigenin + Theanine. He says this combo shuts down racing thoughts, calms anxiety, and helps you fall asleep fast, all backed by solid science. I’ve been using it myself and it actually works. Deeper sleep, no grogginess the next day. When you’re wired from screens and stress, a simple, effective tool like this can seriously improve your recovery and energy. Tried this stack yet, or what’s your go-to for better sleep?

Eli Lilly has done it. They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol. That means they'll be able to effectively prevent most heart disease with a single infusion!

$LPK and $SIVE, European high beta names, ran very hard today. I think this is a tell for what's coming if sentiment on an Iran peace deal holds (no more war pls). Here are the high beta names I expect to run tomorrow (10-25%+ moves) with euphoria in the market for the AI boom. I will be adding to these: > $IQE: the epiwafer foundry sitting under the whole photonics ramp. VCSELs for 3D sensing, GaN for RF, and the epi layer everyone else builds their light-chips on. For comparison, look at LandMark Optoelectronics ($3081, Taiwan), a photonics epi foundry doing essentially the same job and plugged into the same 800G/1.6T datacom laser ramp: it turns over c.$70m, less revenue than IQE, yet trades at a c.$4bn cap, north of 50x sales. IQE does more revenue and sits on c.4-5x sales, despite arguably the broader platform as the only player at scale across both MOCVD and MBE. Same business, IQE bigger on the top line, roughly a seventh of the valuation, largely down to Taipei vs AIM. Reports Thursday, and a beat on the GaN/photonics ramp or guidance uplift is the catalyst. > $ASTS: finally ramping manufacturing and launch cadence, and on a tear since I called the bottom. Direct-to-cell, so a normal phone gets signal in the middle of nowhere with no new handset. Here's some napkin maths on the opportunity: partners cover c.3bn subs, if ASTS gets to 10% at $10/month on a 50/50 carrier split, you're at c.$18bn revenue on fat margins. That's before any TAM expansion or the defence revenue stacking on top. > $HYLN: KARNO just switched gas, hydrogen and diesel on one reactor with no hardware changes, cleared UL, and sits on c.750 cores of LOIs worth $400m+ plus a US Navy unit. The edge is the manufacturing / scalability: it's built on metal additive manufacturing (3D printing), so output scales with how many printers you run (or can buy), not turbine slots, grid interconnect or 5-year transformer queues. Its ceiling is capital, which the hyperscalers all have bags of to throw at HYLN. Closest comp is Bloom. This is a highly speculative pick so allocate accordingly. > $FLY: Landed Blue Ghost on first attempt, ramping Alpha (block 2), and the SciTec deal plus Northrop backing drags it onto the defence side of space. Alpha's now on the Kratos MACH-TB 2.0 hypersonics test team, and SciTec's missile-tracking software feeds the Golden Dome / hypersonic-threat side. Record Q1, Roth $60 PT. Still a c.$5-6bn name. > $RKLB: Electron cadence up c.20% into 2026, Neutron close to flying, Space Systems backlog doubling, record $200m+ quarter. Currently the US hypersonic test workhorse too: its HASTE suborbital rocket just landed a $190m MACH-TB 2.0 block buy (its largest contract ever) plus a $30m Anduril deal, together almost a third of the 70+ launch backlog. > $ALMU: One of their most exciting products is quantum-dot lasers for silicon photonics, the on-chip light source that's been the missing piece for co-packaged optics and AI interconnects. DARPA/Navy/NASA-backed. > $LWLG: pre-revenue, going after the optical interconnect bottleneck with electro-optic polymer modulators. Pure binary: gets designed in at scale or it doesn't. Now working with TSEM, which gives the story some teeth. PS. $IQE is probably my favourite for this week. PPS. Arsenal have won the Premier League and Spurs have survived relegation. Sometimes the winners are obvious and sometimes the losers are not. Be careful anon.

Beginner video: How to install & use Grok Build (made for non-technical SuperGrok and X Premium+ users) I got so many questions from friends, so I made this simple step-by-step guide. You’ll see exactly how to: • Install Grok Build in seconds with one command • Create real websites • Use Grok Imagine to auto-generate images & videos • Run multiple projects at once in different folders Grok even runs commands for you. No coding experience needed. Watch the full walkthrough 👇

Leopold Aschenbrenner just increased his position in one stock by 648% in a single quarter. While everyone focuses on his $8.4 billion in semiconductor puts, this conviction add is hiding in plain sight. He’s accumulating aggressively. Here’s exactly what he is buying and why: The stock is CLSK. CleanSpark. One of the largest publicly traded Bitcoin miners in North America. Mining facilities across Georgia, Mississippi, New York, Tennessee, and Wyoming with massive existing power infrastructure. CleanSpark is no longer just a Bitcoin miner though. The company is actively pivoting its existing infrastructure into AI and HPC compute hosting. Cheap power, cooling, real estate, grid interconnects. The pieces every AI lab needs are already in place. The pivot is the trade. This is also consistent with the pattern across his entire filing. While shorting the chips with $8.4 billion in puts, he loaded up on the Bitcoin miners pivoting to AI. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. He’s long the power infrastructure of AI. What makes CleanSpark different from the others: – One of the highest hashrates among public Bitcoin miners. – One of the deepest power positions in the industry. – A real Bitcoin treasury that revalues every time BTC moves. Three layers of upside in one stock. We are a team of 8 with one goal: help you find the right stocks early. But you need to follow us with notifications so you don’t miss our alerts. This is EXTREMELY important. A lot of people will regret not following us.