Mick Wesleyson

$HLIT (~$1.65B) controls more than 95% of the software that every major US cable company needs to upgrade their network for the AI era. Every time you stream, video call, or ask an AI app a question, that data runs through a cable line owned by Comcast, Charter, or Cox. Upstream traffic is now growing 21.7% a year and the old cable standard cannot keep up. The fix is called DOCSIS 4.0. It takes cable from 1 Gbps to 10 Gbps with much faster upload speeds. Every Tier-1 operator is being forced to upgrade or lose subscribers to fiber. There is only one company that sells the software to run those upgraded networks at scale. HLIT. Comcast, Charter, Cox, and Altice all run its cOS platform. 150 customers and 45.7M cable modems live on it today. Charter alone has committed $5.5B to this upgrade through 2027. Every single node they deploy requires an HLIT license. Q1 revenue grew 43% YoY and beat the top of guidance by 16%. Backlog hit $582M, up 87% YoY and 1.2x full year revenue guidance. The biggest cable upgrade cycle in history is already booked. The chips and the lasers get all the attention. The toll booth between AI demand and your living room is hiding in plain sight. Full deep dive in the comments. $HLIT $CMCSA $CHTR $CALX

Nuclear demand is about to collide with the worst uranium supply structure in 50 years. These are the 7 highest-upside ways to play it. Here they are:

Oh Sean’s in too? Yeah this goes way higher now

Get ready. Listen to me if you want to become a multi-millionaire in the next 5-7 years. Once the AI-compute trade cools off, the NEXT super-cycle will rotate into THESE categories: 1. Layer 1 - uranium miners • $CCJ - Cameco (blue chip urnamium provider) • $UEC - Uranium Energy Corp. (aggressive U.S. developer) 2. Layer 2 - fuel cycle / enrichment (the real bottleneck - especially HALEU and SMRs) • $LEU - Centrus Energy Corp. (only US company producing HALEU, big Department of Energy money) 3. Layer 3 - SMR & advanced reactors (highest risk-to-reward; the picks & shovels of the future) • $OKLO - Oklo (Sam Altman-backed, already signed $META deal) • $SMR - NuScale Power (first US - approved SMR design) • $NNE - Nano Nuclear (microreactors - portable power) 4. Layer 4 - nuclear operators / utilities (real cash-flow and massive data center contracts) • $CEG - Constellation Energy (largest US nuclear fleet) • $VST - Vistra (insane $META 20-year PPA and nuclear restarts) 5. Layer 5 - components & services (more defensive plays) • $BWXT - BWX Technologies (reactor components + services + defensive overlap) • $GEV - GE Vernova (BWRX-300 SMR tech + nuclear services Safer ETF's include: $URA, $URNM, and $NUKZ Once you make $4M, please thank me by buying me a Porsche.

@10XHockey Jim. I don’t think Canada really gives a shit about this tournament, they are just having fun getting drunk in Europe and playing some semi competitive hockey. I’m sure they will tighten shit up if they play the USA or a serious contender

Canada is down 5-4 to NORWAY with 9 minutes left. And I need to say this. This is a CANADA problem. And it has three names. Darnell Nurse. Evan Bouchard. Cam Talbot. Let's start with the defense. Nurse and Bouchard together on the ice is a DISASTER. It doesn't matter who you pair them with. Every time they're out there, Canada is defending with two pylons who have zero awareness of what's happening behind them. Bouchard in the offensive zone? Fine. The guy can move the puck. He can quarterback a power play. Nobody is arguing that. But the SECOND that puck gets cleared out of the zone? He has NO IDEA what he's doing. None. He's lost. He's spinning. He's watching the play happen around him like a spectator. And Nurse? Same story. Different chapter. Edmonton has been living with this defensive liability for YEARS. Every Oilers fan watching this game right now is having flashbacks. This is the same movie they've seen 82 games a season. Nurse getting walked. Bouchard getting caught flat footed. The whole world is watching it now. Now Talbot. Three goals from distance that are absolute MUFFINS. Shots that should NEVER be going in at this level. These are saves that a Liiga goalie makes in his sleep. A DEL goalie stops those blindfolded. But Talbot is letting them through like he's playing beer league on a Sunday morning. Meanwhile Norway is playing the 10X style. Carrying deep. Attacking inside the dots. Using the space behind the net. Back to front passes. D jumping into the play. THAT is how you play hockey. Canada has Crosby. They have Celebrini. They have the talent to win this game. But talent means NOTHING when your back end is a revolving door and your goalie can't stop a beach ball from 40 feet. Nine minutes. Figure it out. Let's go Canada. 🇨🇦 #IIHFWorlds #TeamCanada

I'm a HUGE believer in quantum stocks. In 3 - 5 years (2027-2030), I PREDICT there will be the first meaningful quantum advantage in drug discovery, materials, finance, and logistics. If you're NOT in quantum yet, do NOT worry. Any LARGE dip of -10% or more is considered a buy for the future. Some of my favorites are: 1. $IONQ - clear leader in terms of pure plays 2. $INFQ - NVIDIA ties and actual revenue 3. $XNDU - very volatile but strong narrative 4. $RGTI - trails $IONQ but there's always a 2nd contender 5. $QBTS - annealing leader with real bookings and use cases Safer bets would be ETF's like $QTUM and $WQTM.

This is rich coming from her. Here's a personal story of the irony here: 2007, CH does The Tonight show w Jay Leno. She makes fun of Angelina Jolie & her newly adopted son, 3 yr old Pax, who is Asian. CH: “He probably doesn’t even realize he’s Asian yet! He certainly doesn’t know he’s going to be a horrible driver… or that he’s going to be amazing at doing nails!” The next few days there was plenty of outrage, disappointment & accusations of racism levied against NBC. 2 weeks later, I'm booked on The Tonight Show & I've already had my set approved. I was told, I can't tell any of my jokes because of the blowback of her hacky, racist jokes. Yes, I couldn't tell jokes about being Asian because she did so much damage making fun of Asians. Then, weeks later of 2007, I performed at a showcase where CH was present. Prior to, I had never spoken to, met or interacted with her & as I was wrapping up my set, I mentioned her in the crowd? It's odd to see a comedian sitting in a showcase watching w audience, so I mentioned it in passing. She then yelled out "you're doing a great little Asian job". MY POINT: I personally know Shane & Tony aren't racist. In fact, I don't think Chelsea is racist. Sure, she's got a long history of promiscuity, an affinity for day drinking, publicly stated she's prescribed a healthy dose of anti depressants, rumored to be awful to work for or with, has a punch card to a plastic surgeon, accused of punching down in her comedy, never been married or had kids & lives alone in her 50s, had dinner with Jeffrey Epstein but c'mon gang, she's not racist.

We found another stock ✍ Six politicians have been buying $NOW (ServiceNow) in 2026: Byron Donalds: ~$30K Tony Wied: ~$50K Ro Khanna: ~$15K Charles Fleischmann: ~$15K Josh Gottheimer: ~$15K Michael McCaul: ~$15K And the fact that Khanna is buying makes it even more compelling Here's why: 1. He bought SanDisk 8 months ago 2. That stock is up over ~3,000% since 3. ServiceNow "maybe" could be the next SanDisk (we'll see)

Canadian TFSA portfolio setup 🇨🇦📈 Core 3-ETF: • $XEQT.TO – Global equities • $ZSP.TO – S&P 500 tilt • $ZAG.TO – Canadian bonds Satellite plays: • $TD.TO – Banking • $DOL.TO – Dollarama • $AEM.TO – Gold mining Simple, low-cost, growth-tilted TFSA with solid Canadian home bias + diversification. Fellow Canadians ! Rate this setup 1-10

went long $amd at $4.2 because I understood compute early long $pltr at $7 because I understood AI early this one’s bigger peptides are the tip of the spear. then it’s epigenetic tuning, gene editing, cell therapy made a deck with everything you need to know

@Canucks Bring on Manny!!!!!

General Manager Ryan Johnson announced today that Head Coach Adam Foote and Assistant Coaches Scott Young, Kevin Dean and Brett McLean have been relieved of their duties.

To all my followers. I have officially retired at the age of 44 years old today. I have sold my entire stake in $MU, $ARM, and $AMD for $7M. It has been a great ride and journey. I have now parked my cash into $XLK (technology ETF), and $XLE (energy ETF). I made it in my life. Now it's your turn. I will now only focus on BIG opportunities and growing my $100K challenge account.

@ACamp81 @jarmstrongbc @bcplace @FWC26Vancouver @GlobalBC @JasonBeck82 @BCSportsHall @JayJanower Probably cause they were fed up with how they were being treated and have now been evicted. I saw an interview with him over a month ago but now people are finally listening cause they have officially been kicked out and being treated like second class citizens by FIFA.

@MWesleyson @jarmstrongbc @bcplace @FWC26Vancouver @GlobalBC @JasonBeck82 @BCSportsHall @JayJanower They have the rest of this year rent free also. 18 months is plenty of time to figure out a pop up shop for the two months. Why did they wait until two days before the FIFA takeover to speak up?

Kicked out of @bcplace by @FWC26Vancouver. On tonight’s @GlobalBC #NewsHour an extended interview with @JasonBeck82 from @BCSportsHall. #bcpoli @JayJanower

@ACamp81 @jarmstrongbc @bcplace @FWC26Vancouver @GlobalBC @JasonBeck82 @BCSportsHall @JayJanower 18 months to figure out 2 months of unemployment and the non profit losing revenue in prime months is kind of hard to “figure out”. But you’re right we should blindly trust FIFA and the government over this guy, they’ve never screwed anyone over…

@jarmstrongbc @bcplace @FWC26Vancouver @GlobalBC @JasonBeck82 @BCSportsHall @JayJanower This guy is a joke. The planning was told to them. That’s is why they got free rent for all off 2025 and 2026. And they also are getting a brand new renovation place free of charge. Stop crying about the two months off, you had 18 months to figure it out.

BREAKING: You might want to keep an eye on this one. Representative Maria Salazar bought stock in a small missile technology company. We haven't seen anyone in Congress trade it before.

I bought $AMD near $4 a decade ago because I believed chiplets would reshape computing. That thesis worked. Today, $IBRX gives me the same feeling but for biotech. Anktiva isn’t just a fusion protein. It’s infrastructure for the immune system.

Guy is literally on fire. Amazing performance. Buys and rides them. $RKLB 55%. $CRDO +34% $COHR 27%.. Saw him do it to $IREN today, legit cant wait to see this guy's future.

Morgan Stanley's Space Team JUST announced that, "space is BACK in a big way." This is ABSOLUTELY huge. Morgan Stanley is BUYING. J.P. Morgan is BUYING. Deutsche Bank is BUYING. Here's the best space stocks to buy RIGHT NOW to make sure you're a multi-millionaire with me: 1. RocketLab $RKLB 2. AST Spacemobile $ASTS 3. RedWire $RDW 4. Sidus Space $SIDU 5. Satellogic $SATL 6. Intuitive Machines $LUNR 7. Planet Labs $PL 8. Firefly Aerospace $FLY 9. BlackSky Technologies $BKSY 10. Spire Global $SPIR 11. Archer Aviation (honorable mention) $ACHR 12. Joby Aviation (honorable mention) $JOBY 13. Space ETF's include $UFO, $JEDI, $ORBX, and $NASA Don't miss the next 100X bagger. All my buy and sell signals in Discord @ stockwhale.vip.

In 2025, I told you to buy quantum stocks and we made 400%+ together. In 2026, I'm telling you to buy quantum stocks AGAIN because we're going to make 1,000%+ together. If you want to become a multi-millionaire in 2 years, you NEED to buy the future... and quantum IS the future. Here's the best quantum stocks to buy right NOW: 1. IonQ $IONQ 2. D-Wave Quantum $QBTS 3. Rigetti Computing $RGTI 4. Quantum Computing $QUBT 5. Infleqtion $INFQ 6. Xanadu $XNDU 7. Arqit Quantum $ARQQ 8. Horizon Quantum $HQ 9. Quantinuum $QNT (going public soon) 10. ETF's for quantum include $QTUM, $QNTM, and $CHPX Never miss another bull-run again. All my buy and sell signals in Discord @ stockwhale.vip.

Breaking: OpenAI fired Leopold Aschenbrenner at 22. Three years later, he manages $5.5 billion His next 13F files this Friday and the new trades will be posted here Leopold is quickly becoming one of the best AI investors out there And it started when he got fired from OpenAI in April 2024 for a leaked memo on AI safety Instead of moving on, he spent 6 months writing a 165-page document predicting AGI arrives by 2027 Then he launched Situational Awareness LP. Backed by the founders of Stripe and the former CEO of GitHub Here's what he bought: • Bloom Energy (BE): powers AI data centers. Up ~1,420% • Lumentum (LITE): optical components connecting AI chips at scale. Up ~1,335% • SanDisk (SNDK): storage layer for AI workloads. Up ~3,130% • CoreWeave (CRWV): GPU cloud for AI training and inference. Up ~166% • Iris Energy (IREN): AI-focused compute infrastructure. Up ~585% Every AI model that gets built needs power, somewhere to store data, and compute to run on. He bought all three before anyone else was paying attention