RELENTLESS GAMMA (SQUEEZE)

@stocktalkweekly What’s next ?

Three of my highest-conviction picks from 2025 are now multi-baggers $NBIS in @ $24, now $176 (+633%) $VIAV in @ $13, now $55 (+323%) $AMKR in @ $24, now $77 (+220%) I didn't just "mention" these stocks. I reiterated them in my weekly portfolio updates every single week since.

🚨 FANTASTIC PIECE FROM @MAXMARCHIONE ON WHERE HEALTHCARE IS GOING 1. Diagnostics got cheap: "The cost of sequencing a human genome dropped from $100 million to less than $100 in about 25 years" 2. AI > doctors: "Modern AI models can look at a person's entire data set and find connections in a way that is impossible during a short doctor's visit" 3. Peptides are going mainstream $HIMS

@stocktalkweekly $USAR

If I gave you $1 million to buy a SMID cap stock (under $10 billion market cap), which stock would you buy, and why?

@piovincenzo_ 😂😂😂

I'm thinking about buying the entire Bitcoin network Half cash, half stock.

@Jason Tesla eats

This will actually be the number-one use case for humanoid robots... (repetitive chores)

@wallstreetbets @rob_svrn will you guys go long $TAOX

@rob_svrn $tao is the new bitcoin 🤝

gametime $tao

@LogicalThesis @BryzonX What’s your price target ?

@BryzonX RERATE

$SYNA Highest weekly close since 24' while MA's are starting to curl up Don't fade a 5 year downtrend's first higher high IoT core business is scaling 53% YoY, now accounting for 33% of their total revenue while legacy is down to just 14% of total revenue Can someone say RERATE?

@danielnewmanUV $USAR

$INTC printing for the taxpayers of the USA. 🇺🇸

@danielnewmanUV ARE YOU LONG ???

$NOW is now wildly undervalued. 👏🏻

@piovincenzo_ CAN I COME OVER BRO

Working with the fellas on a Friday

ONCE YOU SEE THE MATH, YOU CAN’T UNSEE IT 👀 Circulating: 10.87M $TAO Max Supply: 21M $TAO 51.7% already issued We’re halfway to max supply. But circulating doesn't = liquid. Staked: 7.25M $TAO (66.7%) On exchanges: 371K $TAO (3.4%) In wallets: 3.61M $TAO (33.3%) Estimated effective float: 2.17M $TAO (20%) That’s what the market can actually buy. There is 19.5x more $TAO staked than sitting on exchanges. HALVING Current: Block reward: 0.50 TAO Daily issuance: 3,600 TAO Next halving: Jan 2030 Trigger: 15.75M supply After: 1,800 TAO/day Then: 900 TAO/day 450 TAO/day Same scarcity curve as Bitcoin. But tied to AI infrastructure demand. ALPHA GAP Sum of alpha prices: 1.38 $TAO reserves vs injected: -27.97% Meaning: Capital flowed into subnets But the value hasn’t caught up yet That gap is the opportunity If even 10–15 subnets start producing real revenue… That gap closes fast Alpha strengthens More $TAO flows into subnets Emission weight follows performance Buybacks and demand increase That’s the flywheel THE REPRICING At $250 $TAO: Market cap: $2.7B If $TAO reaches: $500 = $5.4B $1,000 = $10.9B $2,000 = $21.7B $5,000 = $54.3B People think it takes $50B to reach $50B It doesn’t MOVES FAST WITH Thin supply High staking Low exchange balances Rising demand That’s how repricing happens CAPITAL IS ALREADY MOVING March 2025: 73% Root 2% Subnets April 2026: 47% Root 18.8% Subnets Over 5M $TAO migrated From passive to productive That’s dTAO working CONVICTION IS BUILDING Hundreds of long-term holders Accumulating, not trading. +14,000 Wallets in 30 days 500 new wallets every day They understand: Halvings Subnet economics Supply compression THE JAW DROP 🤯 Only 14 wallets hold more than 100,000 $TAO. That is 0.01% of all holders. $TAO has less than 1% mega-whale concentration because there was No ICO. No premine. Find me another top 100 asset where every holding tier grew 29 to 75% year over year. Just shows you what 236,619 wallets are doing with their money The shift happens when: Subnets generate real revenue Alpha strengthens Buybacks become normal Halving becomes narrative Supply stays locked That’s when price moves to find sellers That’s when a $2.7B network reprices into something much larger You don’t need massive capital You need: Thin supply Rising demand And no sellers The math isn’t priced But it’s all on-chain $TAO

@JC_ParetsX You long ?

there are probably worse looking charts out there

@wallstreetbets $TAOX

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@Jason 🙌

Bought another ~$50k in $tao Current exposure is ~$750k My price target is $500 in 2026 My thesis is subnets are shipping product This is not investing advice, this is me asking you to savage my trade so I learn #jaytrading

@jam_croissant @Wealthsimple If you’re in Canada don’t forget to try the maple syrup croissant

REMINDER: In about 20 minutes, I'm joining @Wealthsimple for The Trade Show. Great to be part of an event put on by a platform that's crossed $100B in assets and is redefining how Canadians invest. Looking forward to the conversation. Use the link below to watch live 👇 wealthsimple.com/en-ca/the-trad…

@LogicalThesis IVE NEVER GONE LONG ON ANY OF YOUR STOCKS. BUT I FEEL COMPELLED ON THIS ONE.

$PSNL potential bottom Pitch coming later