@XavierInvests 100%! The amount of people begging for an pullback to get specific entry prices and flip flopping once it does is incredible
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Harver Specter
347 posts
Harver Specter
@LeHarveySpecter
I’m not about caring I’m about winning.
Katılım Kasım 2025
1 Takip Edilen5 Takipçiler
Harver Specter retweetledi
Everyone wanted $MU to dip.
Until $MU dippped 15% in a week.
Then suddenly everyone thinks AI is over.
Guys wake up this is a massive opportunity for returns %
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@XavierInvests Generational buy entry. $MU did not become obsolete suddenly
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@XavierInvests Why should we be the generation to invest in our own demise?
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Harver Specter retweetledi
AI data centers are about to consume more electricity than entire countries, and the grid is nowhere near ready.
9 energy stocks are sitting directly in front of that demand.
Here they are.
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@XavierInvests People still think AI is just software… it’s actually an energy story now.
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@XavierInvests Microsoft signed a nuclear deal with Three Mile Island. Amazon bought a nuclear campus. Google contracted with small modular reactors. Every major hyperscaler just told you grid power isn't arriving fast enough for their AI buildout
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Harver Specter retweetledi
Every stock here is under $20 and sits in front of the largest energy demand surge in modern history.
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Harver Specter retweetledi
SHLS Shoals
– Balance-of-system components linking solar farms to AI grids
PLUG Plug Power
– On-site green hydrogen, bypasses the overloaded grid entirely
TE T1 Energy
– US-made solar and storage a domestic supply chain play
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Harver Specter retweetledi
BLDP Ballard Power
– Hydrogen fuel cell engines for heavy-duty backup
ARRY Array Technologies
– Solar trackers that maximize utility-scale farm output for AI campuses
EOSE Eos Energy
– Long-duration zinc batteries, the missing piece for always-on AI
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Harver Specter retweetledi
FCEL FuelCell Energy
– Modular 12.5 MW fuel cell blocks grid-independent power for AI racks
NRGV Energy Vault
– Gravity-based grid-scale storage for 24/7 data centers
RUN Sunrun
– Distributed home solar and storage cuts grid strain at peak AI demand
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@XavierInvests i bought nbis @178, should i sell? Today, i bought SNDK and MU today, got burn, should i sell or hold?
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@XavierInvests Should i buy the dip in $mu, $IREN, rare earth stocks and nuclear stocks like $uec? Or is it best to focus on software, defensives, oil and defense? If so, which stocks would you recommend buying now? Thanks
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@XavierInvests 1k by summer is wild. 800ish looks like the real cap, and a dip back to 400 first fits cleaner. what's your case to skip the pullback?
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@XavierInvests mu trades 8x forward at ~746 and sndk trades 24x at ~1562. mu can grind to 1k on hbm pricing, but sndk already printed +251% rev growth last q so 2k needs another surprise of that size to even keep the multiple
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Harver Specter retweetledi
🚨 $MU is going to 1k+ this summer and $SNDK to 2k+
This pull back / consolidation is bullish
Until $MU drops 150-200 on the day and $SNDK drops 300-400 on the day they will continue pushing way higher over the next few months
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Harver Specter retweetledi
@HatedMoats Retail is about to panic sell the exact move institutions usually buy on $MU.
This still looks like a shakeout, not a collapse.
I explained what most people are missing here 👇
x.com/xavierinvests/…
Xavier Prince@XavierInvests
🚨Most people are going to sell the exact dip they should be buying ! $MU and $SNDK are not showing top behavior right now. This is what strong momentum stocks do They run hard. They shake people out. They grind higher again. Panic starts when • $MU starts dropping 150-200 points daily • $SNDK starts flushing 300-400 daily Until then? This still looks like normal consolidation before another leg higher. I still think $MU 1k+ this summer $SNDK 2k+
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