StoneColdData

When my wife asks how we are going to afford our trip

Anthropic owned Claude just posted this: “New for financial services: ready-to-run Claude agent templates for building pitches, conducting valuation reviews, closing the books at month-end, and more.”

😂

Blaming Spirit’s bankruptcy on gas prices is like saying a house burned down because someone opened a window. The window may have fed the flames, but the house was already on fire. Don’t let @SenWarren gas light you.

Senator, you whipped the votes. You wrote the letters to Buttigieg. You celebrated the ruling in March 2024 as "a Biden win for flyers." You don't get to take credit for the kill and blame the weapon two years later. "It was the gun that killed him not me" Now it's the judge's fault? Also the first two bankruptcies happened in Nov 2024 and August 2025. You can't blame Iran and Oil on this when it was in a death spiral. Thanks for playing. GGs. x.com/Houseofyogi/st…

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren She must be so proud to add another casket to her achievements. Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service. JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes. The combined company would have held 9% of the US market against a Big 4 that already owned 80%. For anyone who understands numbers: 9% isn’t a monopoly against 80%. Warren said no. She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024. Her argument: the merger would cost consumers $1 billion a year. Now look at her collateral damage she dusts under the rug. 510 pilots gone in the months after. 1,800 flight attendants furloughed in December. 14,000 jobs in 2023. 7,500 last week. Zero tonight. And that’s just the people in Spirit uniforms. Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back. 40,000 people out of work because of one woman’s moronic crusade against the market. And the math ain’t mathing. Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%. That’s reality. Not some BS number from a “study.” So @SenWarren tell me how this saves the consumer money? Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years. Warren killed it. That’s what moronic politicians led by socialism do. Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.” A win. 14,000 people are reading termination letters tonight. And she’s taking credit. This is socialism in 2026. A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company. She saved you a billion on imaginary paper. She cost you ten times that in real life. She didn’t protect consumers from anything. 14,000+ will go from working to welfare. She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed. Higher taxes. Fewer jobs. More expensive everything. She called it a win. I hope you enjoy winning.

@DGretta_Author @mikealfred I kept buying. Booyah

I told everyone the Soluna would come up again 🌞☀️ Special thanks to @mikealfred $SLNH

@CKCapitalxx What about this? Seems like dilution risk is absurdly likely to stunt and additional move in price.

Here is the $SLNH math that caught my attention. They currently operate 123MW generating $29.7 million in annual revenue. Bitcoin hosting economics. Roughly $240,000 per megawatt per year. AI compute hosting generates $500,000 to $1 million per megawatt annually at market rates. Kati 2 is 100MW plus dedicated AI and HPC. At AI compute pricing that is $50 to $100 million in annual revenue from a single site. On a company that did $29.7 million total last year. Dorothy 3 is a planned 300 plus MW AI campus on land they already own next to the Briscoe Wind Farm they just acquired. At AI compute rates Dorothy 3 alone is $150 to $300 million in annual revenue. Same land. Same power. Completely different revenue profile the moment an AI tenant signs. That is the trade.

Joe Mazzulla is insane He had the WINNERS of the drills run 🫣 “You’re getting rewarded by running. He was like, ‘We gotta change our mindset that winning is the reward. Running is our reward.’” That man is wild

@toylan20 Yes

Can a man who was never "ripped" before get ripped if he dedicated himself to the gym in his late 40s?

This is the fourth time this year alone algos do something completely retarded regarding $TMDX and I have an opportunity to make a profit. Every-time it appears too good to be true, but ends up playing exactly like it should. Thanks algos.

@amitisinvesting bullish for tech chips/hardware

Stocks are down big this morning on a WSJ report that OpenAI missed internal revenue targets at the end of 2025. Few thoughts on why this might not be as bad as it is being interpreted: - Part of the reason OpenAI did not meet its revenue backlog is because they did not have the proper compute needs. Jassy, Dario, and Altman have all said if they have more compute, they could grow faster. The bottleneck of energy/power/land seems to be a much bigger story than “missing revenue targets” because if the compute constrains are the reason for the miss, that’s an issue with supply, not demand. - Maybe OpenAI missed internal forecasts because of $GOOGL and Anthropic seriously beginning to take marketshare. If that is true, that is NOT bearish semis/ai, that is more bearish OpenAI. The compute will just shift from OpenAI spending to Anthropic and Google spending. So, if OpenAI cancels a datacenter, it’s bad for the parties involved but if Google ends up taking up that datacenter, the same money continues to be spent on all the different providers that go into building out that compute. - $SOXX just did 18 green days in a row. It was looking for ANY reason to sell off. Obviously some names have just gotten way ahead of themselves, for example $ARM, which began to trade at 70 p/s. The WSJ article may have been what was needed to give a reason to a selloff which quite frankly did not need a reason after the run it’s had. Overall, feels more like a general headline about a company not fully living up to its expectations vs a systematic issue around compute constraints. Big Tech reports on Wednesday and all eyes will be on what they have to say around capex, roi, growth, and more. $NVDA $AMD $MSFT $META $ORCL

@TheProfInvestor Nothings changed. We continue on.

Market went up for a month -you missed the move. Now we get a small pullback, and suddenly it’s “going much lower.” That right there is the mentality that keeps you from ever participating. Pullbacks in an uptrend are normal. Retests of previous highs or moving averages are normal. Markets need to cool off - that’s how the next move gets built. But today you’ll see bears everywhere. Louder than ever. That’s how it always works. Just promise yourself one thing don’t fall for bears this time.

@realEstateTrent Me

I Haven’t thought about eBay in over 10 years. They’re still doing $10B+ in revenue. Serious question: Who is actually using it?

Trump is not Hitler. ICE officers are not the Gestapo. Enough with the fucking rhetoric.

@Thomas_james_1 $OPTX ?

What’s the best Photonics stock to buy right now? $AAOI at $136? $LITE at $847? $COHR at $336? $LASR at $73? $SIVE at $3? (SIVEF) $IQE at £54? $AXTI at $74? $SOI at €106? $AEHR at $94? Which do YOU think will give the best return in 6-12 months? Let me know in the comments below! ⬇️

🤣 💯

$SLNH is sitting at ~$190m in assets with a $200m market cap. That’s what an asymmetric bet is… extremely little downside with an explosive upside.

@TheProfInvestor Yes it has. Thank you for the find 🫡

@StoneColdData OPTX has been a good one for us 🍻

People wonder how to catch next leaders. Let me make it simple - last month $MRVL $DELL $INTC $NBIS were showing signs. They are all significantly higher now. now I see similar action on $UUUU $CIFR $CRDO here's all y you need to look for: 1. Compression 2. Breakout with making higher highs 3. A pullback to 21EMA for entry I own all 7 of them. And this was my exact thought process througout