High-Beta Baker

WHEN SPACEX IPOs, THESE ARE THE STOCKS THE MARKET WILL CHASE NEXT: Launch + Spacecraft • $RKLB - rockets + satellites • $LUNR - moon landers • $RDW - spacecraft parts • $YSS - satellite buses • $VOYG - space infrastructure • $FLY - launch + lunar missions Satellite Internet + Space Data • $ASTS - satellite-to-phone internet • $IRDM - global satellite network • $PL - Earth observation leader • $BKSY - defense + satellite imagery • $SPIR - weather + maritime data • $AMZN - Project Kuiper Critical Materials • $MP - rare earths • $AA - aluminum • $FCX - copper • $TECK - critical minerals Space Materials • $ATI - titanium + alloys • $HXL - carbon fiber • $PKE - aerospace composites • $CRS - rocket engine metals • $GLW - optics + specialty glass • $MTRN - precision aerospace materials Space Chips + Optics • $LITE - optical networking • $COHR - lasers • $AAOI - optical transceivers • $QRVO - RF chips • $ADI - analog chips • $STM - guidance chips • $AVGO - networking chips • $NVDA - AI compute economy

@MadsC007 Move to US, should be possible to get a visum after all that ass licking

Seems like Europe is siding with China and Iran. USA on the other hand is in war with Iran and Cold War with China. To me it seems like Europe is escalating against USA, and I would then expect USA to escalate against Europe. My personal opinion is that Europe is way too weak to escalate against anyone (both with regards to economic, technology and hard power)

@QCompounding @threadreaderapp unroll

15 Non-investing books everyone should read: 1. Think Again (Adam Grant)

Oracle just signed a deal for 2.8 gigawatts of fuel cells because the American power grid can't keep the lights on for AI. Let that land. A trillion-dollar software company is building its own electrical grid. Because the country's grid can't handle the demand. Yesterday Oracle's stock jumped 13%. Bloom Energy, the fuel cell company supplying the power, surged 15% after hours to $203. Oracle also took a $400 million equity stake in Bloom through a warrant, effectively betting that power scarcity will define the next decade of AI. This is not a one-off deal. This is the beginning of a structural shift in how the largest companies on earth get their electricity. Goldman Sachs projects global data center power demand will surge 220% by 2030. To 1,350 terawatt hours. 60% of that growth is in the United States alone. Nearly half of all data centers scheduled to open in 2026 have already been delayed or canceled. Not because of money. Because there literally isn't enough electricity. The wait time for a single large power transformer is five years. Critical components are still sourced from China. And Nevada's largest utility just warned that data center plans in Las Vegas alone demand 15,600 megawatts, enough to power hundreds of thousands of homes. The AI bottleneck is no longer chips. It's electrons. Microsoft is reopening Three Mile Island. Google signed the first-ever corporate deal for small modular nuclear reactors. Amazon bought a nuclear campus for $650 million. Meta is actively seeking nuclear sites. Four of the wealthiest companies on earth are bidding for the same scarce resource simultaneously. That resource is electricity. Why this is one of the biggest investing opportunities of the next decade. $1 trillion in US grid investment is expected through 2035. Almost nobody in retail is positioned for it because "power grid" doesn't sound like a growth story. It's the biggest growth story in the market right now. Where I'm putting money. Bloom Energy (BE) is the most direct play on what just happened. Revenue up 37% last year. Backlog at $20 billion, up 65% year over year. They can deploy a full data center power system in 55 days. Traditional grid expansion takes 5-7 years. That speed gap is worth billions. Transformer and grid equipment manufacturers: Eaton (ETN), Hubbell (HUBB), and GE Vernova (GEV) build the physical equipment every utility and data center needs. Five-year backlogs mean five years of locked-in revenue. Not speculative. Booked. Constellation Energy (CEG) owns the largest nuclear fleet in the US. Their power purchase agreements are being signed at 2-3x historical rates because there are more buyers than megawatts. Cameco (CCJ) mines uranium. 34 countries pledged to triple nuclear capacity by 2050. Roughly 8 publicly traded uranium miners of meaningful scale exist globally. Supply is 7,000 tonnes short annually before AI demand enters the equation. Natural gas: EQT Corporation is the largest US producer. Trades at roughly 6x forward earnings. Every data center that can't secure nuclear runs on gas. The AI trade has been NVIDIA and hyperscalers for 3 years. The next leg is the physical infrastructure that makes AI possible. Wires, transformers, gas, fuel cells. The stuff nobody talks about because it doesn't have a chatbot attached to it. I'm covering the AI power crisis and exactly which infrastructure names are positioned to capture the $1 trillion spending wave in a free webinar. felixfriends.org/live

🚨ONE OF THE SCARIEST CHARTS IN MARKETS RIGHT NOW US households have 52% of their financial assets in equities. The highest level ever recorded. Higher than the Dotcom peak. Higher than 2007. Higher than any point in the last 65 years. Cash: 15% Debt: 14% This is not just a portfolio choice. This is the entire American household balance sheet levered to the stock market. When 52% of household wealth is in equities — a 20% market correction doesn’t just hurt portfolios. It hits consumer confidence. It hits spending. It hits the economy. The feedback loop runs both ways. And right now, the most crowded trade in history is everyone owning stocks. At the same time.

90% of your muscle will be built doing TWO exercises: Chest: 1) Chest press of any type 2) Incline chest press of any type Back: 1) Rows of any type 2) Pulldowns of any type Shoulders: 1) Lateral raise of any type 2) Shoulder press of any type Quads: 1) Squats of any type (leg press is a type of squat) 2) Leg extension Glutes: 1) RDL 2) Glute bridges Hamstrings: 1) Seated leg curl 2) Lying leg curl Calves: 1) Standing calf raise 2) Seated calf raise Biceps: 1) "Palms up" curl of any type 2) Hammer curls Triceps: 1) Skull crusher 2) Pushdown Core: 1) Back extension 2) Decline sit ups 2 exercises 2 sets each Apply progressive overload (once you can do 8, or 10, or 12 reps, increase the weight) You don't need to do 4 exercises of 3 sets each for each muscle. It's a waste of time and all it does is tire you out. A sample program is attached here. Done once every 5 days. Upper Lower Cardio Break Break Repeat

While China was busy shipping missile chemicals to Iran and collecting yuan tolls at Hormuz, someone was inside its most sensitive supercomputer stealing everything. CNN reports that a hacker group calling itself FlamingChina breached the China National Supercomputing Center in Tianjin and exfiltrated up to 10 petabytes of classified defence data. The samples posted on dark web forums include bomb and missile designs, animated explosion simulations, structural integrity tests, renderings of the J-20 stealth fighter, sixth-generation aircraft concepts, nuclear submarine schematics, hypersonic weapons systems, and target analyses for American assets including HIMARS launchers and carrier strike groups. Ten petabytes. For context, the entire printed collection of the US Library of Congress is approximately 10 terabytes. This breach is one thousand times that volume. It is being sold for cryptocurrency on Breach Forums. Cybersecurity experts who reviewed the previews told CNN the data appears genuine, matching known output patterns from the NSCC Tianjin facility, which serves over 6,000 clients including defence agencies and aviation firms across China. The timing is extraordinary. Trump posted a 50 percent tariff threat on any country supplying military weapons to Iran hours before CNN published this story. Five Chinese vessels shipped sodium perchlorate to Iran from Gaolan Port in the past six weeks, enough propellant precursor for hundreds of ballistic missiles. China’s ghost fleet continues operating through the IRGC’s yuan toll booth at Hormuz. And now the supercomputer that designed the weapons China is helping Iran reconstitute has been gutted by hackers selling its contents for the same cryptocurrency that Iran charges for strait passage. The irony is architectural. China built a parallel financial system using yuan and crypto to bypass the dollar at Hormuz. A hacker group is now using crypto to bypass Chinese state security and sell Beijing’s most classified military designs to anyone with a wallet address. The same technology that enables sanction evasion enables espionage monetisation. The blockchain does not distinguish between a toll payment and a weapons leak. It processes both. For Xi, this is a catastrophe arriving at the worst possible moment. Bessent’s mid-May Beijing summit was already going to be difficult. Trump holds the waiver on 140 million barrels of Chinese-bound Iranian crude. The 50 percent tariff threat targets China’s arms pipeline. The IDF just destroyed 100 Hezbollah targets using F-35I aircraft with Israeli software upgrades the Pentagon approved today. And now the classified designs for China’s most advanced military systems, the systems that justify the rare earth monopoly and the South China Sea posture and the Taiwan coercion campaign, are available for purchase on a dark web forum for less than the price of a single Hormuz transit. If the data is genuine, every adversary and ally of China can now reverse-engineer the capabilities Beijing spent decades and hundreds of billions developing. The J-20’s stealth profile. The hypersonic glide vehicle’s trajectory calculations. The nuclear submarine’s acoustic signature. The sixth-generation fighter’s sensor architecture. All of it, priced in crypto, available now. China wanted to build a post-dollar world. A hacker group just demonstrated what that world looks like when the technology works in both directions. open.substack.com/pub/shanakaans…

@My_Gavyy @Flip_7_ @tradertheory What is wrong what he said though? 1-2% is pretty common if you have a decent strategy that show consistent profit.

@Flip_7_ @tradertheory Boy you don’t know what you’re talking about. As soon as you said “2%” I tuned you out. You obviously don’t have that money haha

How much capital do you need (prop firm or personal) to be able to trade full time as a job?

Trading will become easy when you realize this:

$MOVE $SPY This chart has worked out exactly at the levels and analysis explained within BOND volatility has drastically subsided 👀… right at the point shown in the previous chart linked below Shocker… it has correlated with a big bounce in markets as hypothesized in the analysis 😘 Here’s an updated chart 🤗 P.S. my subscribers have had more up to the minute and deeper analysis on these subjects 🍇💜🥰

Practicing "Point & Figure" trading. I point at the chart and figure out if I am right or not, aftewards.

BREAKING: Wall Street just found its next AI trade. Optical stocks are exploding Here’s the full list who benefits: TRANSMISSION $AAOI - Applied Optoelectronics $LITE - Lumentum $COHR - Coherent $FN - Fabrinet $INFN - Infinera $CIEN - Ciena COMPONENTS $MTSI - MACOM $LASR - nLight $LPTH - LightPath $POET - POET Technologies $LWLG - Lightwave Logic $ALMU - Aeluma $OPTX - Syntec Optics MATERIALS $GLW - Corning $AXTI - AXT NETWORKING $ANET - Arista $MRVL - Marvell $AVGO - Broadcom $CSCO - Cisco $NVDA - NVIDIA FOUNDRY $AMKR - Amkor $TSM - TSMC $GFS - GlobalFoundries $TSEM - Tower Semiconductor TESTING $AEHR - Aehr Test $FORM - FormFactor $KEYS - Keysight $ONTO - Onto Innovation $VIAV - VIAVI

@ValaAfshar @threadreaderapp unroll

Important life lessons I wish I knew years ago: 1 lost money can be found, lost time is lost forever - protect what matters most 2 to learn, unlearn, relearn and then change yourself is a superpower 3 you are not your job 4 networking is about giving 5 the best teacher is your last mistake 6 good manners is as important as good education 7 do not take your good health for granted 8 be a better friend and value relationships 9 if you are waiting for a title to lead, you are not ready to lead 10 a work sponsor is more important than a mentor 11 a good story is data with a soul 12 stop worrying about what others think of you 13 if you want an easier life, work on harder problems 14 best teachers are life long students 15 imposter syndrome is real, and a good thing 16 fight against a sense of entitlement 17 half the battle is showing up 18 love and cherish your parents by giving them your time 19 success is not accidental 20 the best views are there for those who love the climb 21 lucky people work harder 22 takers may end up with more, but givers sleep better at night 23 memorizing is not learning 24 it is okay to look back, just don’t stare 25 knowing is not acting - I can > IQ 26 straight roads do not make great drivers 27 good listeners hear the unsaid (listen with your eyes) 28 be the person that you want to follow 29 do not limit your contribution to a job description 30 take care of your parents - the best gift that you can give yourself 31 customer service is not a department 32 in the long run, the optimists create the future 33 never ruin an apology with excuses 34 salary is for expenses. equity is wealth - do not rent your time 35 do not take a caring boss, joyful work or steady income for granted 36 as you get older, you love your parents more 37 challenge assumptions, starting with your own 38 we learn more from disagreements 39 best gift you can give yourself is quality time with parents 40 the older you get the less you care about what others think of you 41 be a good person but do not waste time trying to prove it 42 be comfortable with saying ‘I don’t know’ - there are no experts of tomorrow 43 being self-aware is a key to learning and growth; know yourself 44 first, invest in yourself, then help others win 45 if the answer is no, do not say maybe or yes 46 Don’t just translate, write something new and original; write for yourself - writing improves your thinking 47 It’s more important to do the right thing than to win an argument 48 do not buy your children what you never had, teach them what you never knew 49 begin with the end in mind 50 to make progress on your to-do list, you must also keep a to-don’t list 51 leave everything and everyone better than you found them 52 be kind and polite to everyone 53 Here’s how luck finds you: —Work harder than expected —Stay teachable —Give without expecting a get —Read and write more —Show up on time —Focus on your customers —Develop good manners —Be humble —Be kind and generous —Surround yourself with smarter people 54 bosses we remember: —provided us a safe space to grow —opened career doors —defended us when we needed it —recognized and rewarded us —developed us as leaders —inspired us to stretch higher —led by example —told us our work mattered —forgave us when we made mistakes 55 The older you get, the more quiet you become. Life humbles you so deeply as you age. You realize how much nonsense you’ve wasted time on. 56 Hire based on high rate of learning and good judgment 57 straight lines do not make great drivers 58 stand in the middle of the road for too long and you may get hit from both sides -be decisive 59 if you do not know the answer, it is okay to say 'I don't know, but I will find out' 60 do not follow or admire mean people - be the person that you would want to follow 61 decisions you made 5-10 years ago shaped where you are today; decisions you make now will shape where you’ll be in 5-10 years

Why trading is the hardest job in the world:

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@TradingWarz ME 👍

BREAKING: My FULL Fibonacci COURSE from Beginner to PRO $SPY $TSLA $NVDA $AMD $GOOGL This is how I took 5k to 84k in 1 year STEP BY STEP! Now over 8 figures To celebrate I will also throw in my CHECKLIST and Indicators Just comment "ME" and DROP A 👍!

This is WILD. A secret workplace war just broke out in China and it has gone fully viral on GitHub. Companies started ordering their workers to document all their knowledge as AI "skill files." Why? to replace those same workers with AI but workers figured out the plan fast so they fired back. Someone built a tool called colleague.skill, software that scrapes a coworker's chat logs, emails, and work docs from Chinese platforms like Feishu and DingTalk, then clones them into an AI agent. The idea was savage, digitize your colleague before they digitize you, hand the AI clone to the company, and watch your coworker get laid off while you survive. A real GitHub project that exploded in popularity in days but then someone else entered the chat and changed everything. A developer released anti-distill.skill, a tool that takes the skill file your company forces you to write, then strips out every piece of real knowledge before you hand it in. The output looks perfectly professional, totally complete, impressively detailed but every critical insight has been secretly removed. Your company gets a hollow shell while you keep the real knowledge locked away in a private backup. The tool even has three intensity levels, light, medium, and heavy depending on how closely your bosses are watching. Companies across China have been building AI digital twins of departed employees, feeding their old chat histories and documents into large models to produce clones that keep working after the humans are gone. One verified case is that an employee left, and their replacement was literally an AI trained on every message they ever sent. The anti-distill tool went viral on GitHub within hours of being posted, racking up stars faster than almost anything trending that week. The implications reach far beyond China's borders. Every knowledge worker on earth now faces a version of this question, when your company asks you to document your process, they may be building the tools to replace you.

@ElevateTrading @doggintrump @Polymarket @HarmonyUsInc Not your war? Wasn't it USA who promised protection of ukraine for removing all their nuks, with them Russia would never dare attack them. So yes it's your war, you broke a promise to the ukranium people, but that is pretty common these days I guess

@doggintrump @Polymarket @HarmonyUsInc 🤣🤣🤣 EU says Iran isnt their war ....Ukraine wasn't ours, but we didnt hesitate to step up and help..send our taxpayer money to fund it..our munitions to fight EUROPES war Libya wasn't our fight either. But we stepped up to help France. Shall we continue? 🤡

BREAKING: Trump reveals that he will “torch” NATO in his address to the nation tonight.

@MichaelARothman @DrJStrategy @grok is the information presented here true?

𝐓𝐑𝐔𝐌𝐏 𝐃𝐈𝐃𝐍’𝐓 𝐃𝐄𝐋𝐀𝐘 𝐎𝐏𝐄𝐍𝐈𝐍𝐆 𝐓𝐇𝐄 𝐒𝐓𝐑𝐀𝐈𝐓 𝐎𝐅 𝐇𝐎𝐑𝐌𝐔𝐙 𝐁𝐘 𝐀𝐂𝐂𝐈𝐃𝐄𝐍𝐓 — 𝐇𝐄 𝐃𝐄𝐋𝐀𝐘𝐄𝐃 𝐈𝐓 𝐎𝐍 𝐏𝐔𝐑𝐏𝐎𝐒𝐄 James E. Thorne (@DrJStrategy) published a piece on X that has racked up 𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐯𝐢𝐞𝐰𝐬 in hours, and it deserves every one of them — because it explains the single most misunderstood element of Trump’s Iran strategy. The conventional criticism is that Trump is too slow to reopen Hormuz. The reality, Thorne argues, is that the delay 𝐢𝐬 𝐭𝐡𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲. Trump is deliberately withholding the American security guarantee at the moment of maximum stress — not because he can’t clear the Strait, but because doing so too quickly would let Europe go back to sleep. For decades, Western allies built their economies and green energy mandates on a silent assumption: 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐜𝐚𝐫𝐫𝐢𝐞𝐫𝐬 𝐰𝐨𝐮𝐥𝐝 𝐚𝐥𝐰𝐚𝐲𝐬 𝐚𝐩𝐩𝐞𝐚𝐫 𝐨𝐟𝐟 𝐇𝐨𝐫𝐦𝐮𝐳. They ran down their militaries, underfunded NATO — the U.S. carries 𝟔𝟐% 𝐨𝐟 𝐚𝐥𝐥 𝐜𝐨𝐦𝐛𝐢𝐧𝐞𝐝 𝐍𝐀𝐓𝐎 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 𝐬𝐩𝐞𝐧𝐝𝐢𝐧𝐠 — and lectured Washington about multilateralism from the comfort of a security blanket they never paid for. Then Trump pulled the blanket. On March 15, he told the world that countries receiving oil through Hormuz should “take care of that passage” themselves. The initial response was exactly what Thorne’s thesis predicts: EU foreign policy chief Kaja Kallas declared “𝘵𝘩𝘦𝘳𝘦 𝘪𝘴 𝘯𝘰 𝘢𝘱𝘱𝘦𝘵𝘪𝘵𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘌𝘜 𝘵𝘰 𝘫𝘰𝘪𝘯 𝘛𝘳𝘶𝘮𝘱’𝘴 𝘏𝘰𝘳𝘮𝘶𝘻 𝘤𝘰𝘢𝘭𝘪𝘵𝘪𝘰𝘯” and added “𝘵𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘌𝘶𝘳𝘰𝘱𝘦’𝘴 𝘸𝘢𝘳.” Japan, Australia, South Korea, and the UK all initially rejected the call. Then the pain arrived. Oil surged from $𝟕𝟎 𝐭𝐨 𝐨𝐯𝐞𝐫 $𝟏𝟎𝟎 𝐚 𝐛𝐚𝐫𝐫𝐞𝐥. Tanker traffic through the Strait dropped 𝟕𝟎%. Over 𝟏𝟓𝟎 𝐬𝐡𝐢𝐩𝐬 anchored outside waiting for safe passage. European energy prices spiked. The “not our war” posture became economically untenable. Two weeks later — on April 2 — 𝐨𝐯𝐞𝐫 𝟒𝟎 𝐧𝐚𝐭𝐢𝐨𝐧𝐬 launched a coalition to secure the Strait. The UK hosted the inaugural meeting. Europe didn’t just join — they’re now scrambling to lead, with British Foreign Secretary Yvette Cooper chairing the talks. The very nations that said it wasn’t their problem are now volunteering ships. Thorne frames it in Hegelian terms: Trump “𝘪𝘴 𝘳𝘦𝘧𝘶𝘴𝘪𝘯𝘨 𝘢𝘯 𝘦𝘢𝘴𝘺 𝘴𝘺𝘯𝘵𝘩𝘦𝘴𝘪𝘴 𝘪𝘯 𝘰𝘳𝘥𝘦𝘳 𝘵𝘰 𝘧𝘰𝘳𝘤𝘦 𝘵𝘩𝘦 𝘶𝘯𝘥𝘦𝘳𝘭𝘺𝘪𝘯𝘨 𝘤𝘰𝘯𝘵𝘳𝘢𝘥𝘪𝘤𝘵𝘪𝘰𝘯 𝘵𝘰 𝘵𝘩𝘦 𝘴𝘶𝘳𝘧𝘢𝘤𝘦.” The contradiction being that Europe’s energy systems, industrial bases, and geopolitical sermons 𝐚𝐥𝐥 𝐫𝐞𝐬𝐭 𝐨𝐧 𝐚𝐧 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐡𝐚𝐫𝐝-𝐩𝐨𝐰𝐞𝐫 𝐟𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐞𝐲 𝐧𝐞𝐢𝐭𝐡𝐞𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐧𝐨𝐫 𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐫𝐞𝐬𝐩𝐞𝐜𝐭. The prize isn’t just reopening a chokepoint. It’s a reordered system where access to secure oil flows is 𝐞𝐱𝐩𝐥𝐢𝐜𝐢𝐭𝐥𝐲 𝐜𝐨𝐧𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐨𝐧 𝐫𝐞𝐚𝐥 𝐜𝐨𝐧𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧𝐬 — not assumed as a right. A world where the United States sits at the center of the hydrocarbon chessboard. 𝐓𝐡𝐞𝐲 𝐬𝐚𝐢𝐝 𝐢𝐭 𝐰𝐚𝐬𝐧’𝐭 𝐭𝐡𝐞𝐢𝐫 𝐰𝐚𝐫. 𝐓𝐰𝐨 𝐰𝐞𝐞𝐤𝐬 𝐨𝐟 $𝟏𝟎𝟎 𝐨𝐢𝐥 𝐜𝐡𝐚𝐧𝐠𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐦𝐢𝐧𝐝.