VJ

$SNDK Well, SNDK has been my biggest winner this year and I'm still holding a piece of those shares from $256 ish. Having said that, I think its really extended for new entries +227% from 200 MA. $MU is going to take the limelight this evening and rightfully so. But I wonder how much of its +8.5% implied move is already priced in. And likewise with $SNDK. Taking that all this into consideration, I trimmed a good portion of my recent $574 ish SNDK entries on Mar 9th to reduce my risk, cause despite a monster beat, a fade is always a likely scenario. Good luck to everyone who is holding $MU or $SNDK or both!

Should we value Sweetwater on MW’s or GPU capacity??? 700,000 GPUs x 24hrs/day x 365 days a year = 6,132,000,000 GPU hours per year capacity Even at $3.50/hr you get $21B a year in revenue. Current rates are $6/hr for B200’s!!! $IREN

Final call to my fellow $IREN buddies, the good folks I genuinely don’t want to see get hurt. The geniuses who told me that I'm wrong, $IREN is already -20% since this This could unravel, $35.5 must hold on downside… otherwise $28-$30 is likely. Break $44-$47 for upside.

I'll buy more $IREN at $20. Being patient is how you make generational wealth.

$BTC - Currently in major wave V, which is the shortest dated and most aggressive wave up. I’m expecting it to peak around $90K-$110K. After that, we’ll probably see a distribution phase driven by euphoria—think soft-landing hype and Trump’s crypto endorsements. As BTC hits those highs, altcoins are likely to catch all that liquidity and start outperforming. When the bullish sentiment peaks, that’s probably the real mid-cycle top everyone’s been talking about. - I also think that this consolidation phase lasted for so long, so when BTC breaks out of this range, it creates a MASSIVE EMOTIONAL GAP, and everyone will start FOMO-ing in.

$NBIS - Just something to consider...