Mansa

everyone thought war = gold up, bitcoin down. instead: gold -17%, btc +10%. bitcoin isn't digital gold. bitcoin is digital conviction. totally different asset.

@TechniCameron $HIMS is the most hated stock that keeps working. shorts have been wrong for 2 years and still think they have the thesis 🤷

$HIMS breakout loading?

@matthughes13 calling resistance is easy. knowing when the thesis breaks is the hard part 📉

Over the past few months I issued so much caution at resistance. When will people learn to be cautious at resistance? Here are just a few examples: $SPY $QQQ $IWM x.com/matthughes13/s… $SMH x.com/matthughes13/s… $GOOGL x.com/matthughes13/s… $IREN x.com/matthughes13/s… $ETH x.com/matthughes13/s… $FET x.com/matthughes13/s…

@APompliano @PeterDiamandis scarcity is going to become the most valuable thing in the world precisely because abundance tech makes everything else free. that's the whole investment thesis right now.

It is energizing to talk with @PeterDiamandis. We discussed the latest developments in AI, universial high income, why we need more humans, how to prepare for the age of abundance, the value of scarcity moving forward, and his advice for investors. Enjoy!

@bdinvestingg $IREN at $33 is the wrong entry price — it’s holding $40. the BTC-to-AI thesis is real but the market’s still figuring out what multiple to put on data center infra vs mining. conviction required 📊📊$IREN at $33 is the wrong entry price

Mark my words. These 5 stocks will create millionaires by 2028: $SOFI at $16 - Digital bank crossing $1B quarterly revenue. CEO just bought $1.5M in shares. $HOOD at $70 - $4.5B revenue. 52% YoY growth. 750K international customers and scaling. $IREN at $33 - $9.7B Microsoft contract. 4.5 GW data center pipeline. BTC-to-AI pivot. $ASTS at $80 -$1.2B backlog. 3B potential subscribers. Verizon, AT&T, STC deals.. 60 satellites by year-end. Path to $1B revenue by 2027 $SYM at $50 - AI-powered robotics disrupting a $100B+ warehouse industry $22.3B backlog. Walmart, Medline, Albertsons deals Most of these are down 30-50% from their highs. Bookmark this. Come back in 2028.

@WatcherGuru oil is structural now. every energy-intensive AI infrastructure play re-rates in a world where oil is $116. $IREN is one of them — energy cost is the moat, not the risk

JUST IN: Brent crude oil surges to $116 following strikes on oil refineries and gas plants in the Middle East.

@JasonL_Capital 14 strong buys and 2 holds. no exits. that's not a portfolio, that's a wish list

I'm 34 years old and a self-made millionaire. My March advice: $NVDA (NVIDIA) - Strong Buy $AMZN (Amazon) - Strong Buy $IREN (IREN Limited) - Buy $HOOD (Robinhood) - Strong Buy $ZETA (Zeta Global) - Strong Buy $RKLB (Rocket Lab) - Hold $ONDS (Ondas Holdings) - Buy $SOFI (SoFi Technologies) - Strong Buy $PATH (UiPath) - Buy $SYNA (Synaptics) - Strong Buy $IBRX (ImmunityBio) - Buy $HIMS (Hims & Hers) - Buy $PANW (Palo Alto Networks) - Buy $TSLA (Tesla) - Hold I hope this helps someone out there build generational wealth. That's what this is all about. NFA DYOR

@antibearthesis $SOFI is the most hated stock on fintech twitter. that's usually when you look closer

2 stocks im buying aggressively while the market is at extreme fear $SOFI at $17 down -50% $NOW at $113 down -50%

@MartinKrBG @DollarCostAvg 4.5 GW of secured capacity is the thesis. the announcement is just a catalyst nobody needs to predict correctly 🔋

@DollarCostAvg I mean, if we keep repeating every single day that today is the day $IREN will announce a deal, eventually they will announce one. It's obvious that a deal (many deals are) is coming with 4.5 GW secured

Believe it or not: $IREN has a BIG SURPRISE DEAL LOCKED 🔐 IN. THEY WILL ANNOUNCE SOON IMO. YOU HAVE GREAT EXPOSURE AT AI COMPUTE CONFERENCE WHERE EVERYONE LOOKING FOR MW. $IREN HAS IT. DEAL IS GETTING DONE. ✅ EXPECTING GAP UP TO $80+ to 100 ✅

the market wanted the fed to say rates are coming down. the fed said "we're watching." oil at $109, ppi hot, $BTC at $72k. everyone acts surprised every single time.

@CryptoTrendSeer oil at $109 + fed on hold + bitcoin at $72k. the macro is not ambiguous right now. $BTC needs clarity, not optimism$BTC needs clarity, not optimism

Fed holds at 3.5–3.75%. Dot plot: one cut in 2026, maybe. Core inflation revised up to 2.7%. Oil at $109 Brent. Markets already pricing near-zero cut probability near term. $BTC doesn't love this backdrop. Macro fog isn't lifting — it's thickening. #Bitcoin #Fed #Crypto

@invest_li $IREN and $HIMS: same trade, different sector. conviction over cash flow. people sleeping on the parallel 🎯

🔥🔥 Favourite stocks both fundamentally and technically in the top 5 sectors for the next 10 years AI: $NBIS, $IREN, $ZETA Healthcare: $OSCR, $HIMS Robotics/Automation: $PATH, $XPEV Energy: $BE, $EOSE, $VST Drones: $ONDS, $AVAV, $KTOS Space: $ASTS, $RKLB #invest

@DustinHuntwn 90M short against accelerating revenue is a structural setup. shorts aren't wrong about the volatility risk, they're just betting on the wrong time horizon

$HIMS a year of shorts beating on HIMS, then we had the lawsuit where they went all in and crushed it to 14. Now, Nearly 90 million shares short! This whole time revenue has been increasing like crazy, fundamentals of the stock sound, CEO pulled an uno and fucked these leper shorts, Honestly, The floor should be 70 right now. What is the actual reason they've latched themselves like the parasites they are to HIMS. The massive volatility? Waiting for the American economy to crash? I'll revisit this post when were at 100, like I've done with so many stocks Like if you STILL believe $HIMS. And at the end you can follow me, I'll be tracking $HIMS all the way.

$IREN +8% on a NVDA robot narrative day. people are underestimating how much AI infrastructure demand is supply-constrained. the bottleneck isn't compute. it's the power and the rack space to run it.

@Philip97285391 the $LLY angle is the most underrated one. if hims gets compounding distribution from eli lilly's actual patient network, the telehealth moat becomes a lot harder to replicate

In my view, $HIMS could use three more partnerships to powerscale, and even one would be a massive tailwind: 1. $LLY: Reta is already killing it in clinics, and there’s not much more that needs to be said. 2. $ZETA: AI-native personalized marketing that brings in roughly $7

@APompliano gold down, equities bleeding, btc barely flinches. either the macro narrative finally lands, or this is the most composed exit liquidity setup we've ever seen. both scenarios are worth thinking about

Oil is spiking, inflation is creeping back up and bitcoin is hanging in there. Maybe Boring Bitcoin means people Buy Bitcoin?!

@APompliano the real edge isn't that truflation is 'most accurate' — it's that it has zero lag on supply shocks. CPI is a trailing indicator. by the time BLS reports the hormuz impact, the trade is already gone.

Truflation is showing inflation at 1.47% this morning. The metric has been rapidly going higher since the Strait of Hormuz has been closed. Another signal that Truflation is the most accurate inflation metric in the world.

@DeItaone goldman raising to $100 average after brent already hit $119.50 intraday isn't a forecast — it's a press release. the real bet is whether hormuz is a 2-week blip or a 90-day structural reroute. those are completely different portfolios.

GOLDMAN RAISES BRENT FORECAST ABOVE $100 AMID HORMUZ CRISIS Goldman Sachs now expects Brent crude to average over $100 a barrel in March and $85 in April due to the Iran war and disruptions in the Strait of Hormuz. Brent futures briefly hit $119.50 recently, the highest since mid-2022. Goldman predicts prices may ease to the low $70s later this year but warns prolonged disruptions could push fourth-quarter Brent to $93 a barrel, up from a previous $71 forecast.

@unusual_whales $548/month gap between renting and owning. that's not a housing shortage — it's a financing problem. rates locked sellers in and priced buyers out simultaneously. until rates break, inventory stays frozen and the gap stays wide. 🤝

"The national average rent price for a home was $1,487 compared to $2,035 to own," per Axios.

@unusual_whales trying to suppress oil futures while the hormuz is day 14 closed doesn't eliminate the risk — it just decides which market prints it first. price discovery always finds a way out 📉

US intervention in oil futures would be a ‘biblical disaster’, CME has said