Wealth Watcher

🚨 I CAN’T BELIEVE IT: ONE ENGINEER TURNED $200 INTO $200K+ USING A POLYMARKET TRADING BOT HERE’S EXACTLY HOW HE DID IT: HE WAS ABLE TO SUC… Show more

Ryan Cohen just dropped the full proposal. GameStop wants to buy eBay at $125 a share, 46% premium, $55.5B deal. Half cash, half GME stock. GME has been quietly building a 5% stake since February 4. TD Securities already handed them a highly-confident letter for up to $20B in financing. Here’s the actual thesis: eBay spent $2.4 billion on marketing last year and only added 1 million new buyers. Less than 0.75% growth. Cohen wants to cut $2B in costs within 12 months of closing, $1.2B from marketing alone. That alone takes eBay’s EPS from $4.26 to $7.79 in year one. GameStop’s 1,600 retail locations become eBay’s national network for authentication and fulfillment. Cohen gets no salary, no bonus, no golden parachute, paid purely on performance. If the board says no, he goes directly to shareholders. The man turned GME from a $381M loss in 2021 to $418M profit in 2025. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is VERY important. A lot of people will wish they followed us sooner.

Michael Burry made $100 million for himself and $725 million for his investors betting against the housing market in 2008. Hollywood made a movie about him called The Big Short. Last quarter he made his BIGGEST market call in 17 years. Here's where he's putting his money now: – He opened a 3.5% position in PayPal at $49.38 – He's adding Salesforce (CRM) – He's adding MSCI – He's holding Adobe (ADBE), Autodesk (ADSK), Veeva (VEEV), Fiserv (FISV). Every name on that list is software or payments. Every name on that list got destroyed in the recent selloff. Wall Street thinks AI is going to kill these companies, Burry thinks Wall Street is wrong. His thesis: the recent software crash wasn't about AI disruption It was driven by technical pressure in private credit markets. None of his picks rely on private credit. He says the AI disruption fears are overblown. This is the same Burry who: – Shorted Palantir with put options on 5 million shares – Shorted Nvidia with put options on 1 million shares – Accused hyperscalers of using accounting tricks to hide $176 billion in depreciation – Called this the biggest speculative bubble of all time Translation: Burry doesn't think tech is dead. He thinks the AI Mag 7 are overpriced and the rest of tech is mispriced The man who saw 2008 coming when nobody else did just told you exactly what he's buying and why. Every time he makes a new move, we will break it down here. Turn on notifications so you don’t miss the alert, this is VERY important. Many people will wish they followed us sooner.

Here’s what the best macro trader you’ve never heard of is buying RIGHT NOW. His name is Chris Rokos. He made $4 billion in profits for Brevan Howard, took home $900 million of it personally, then sued to break his noncompete, and launched his own fund. Rokos Capital Management launched in 2015. Here’s what happened next: – +20% in year one (2016) – +31% in 2024 – +21% in 2025 – +4.7% YTD through March 2026, while peers posted losses – Paid himself £477 million for the year ending March 2025 His fund now manages $22 billion. Here’s what his latest 13F shows he’s doing: His biggest declared position is a $14B QQQ call, a massive bet on the Nasdaq 100. But he’s also holding QQQ puts alongside it, a classic macro straddle, not a straight directional bet. Then look at his individual name shorts: – GOOGL puts ($1.9B) – bearish on Alphabet – ORCL puts ($724M) – bearish on Oracle – MU puts ($406M) – bearish on Micron And his longs: – NVDA calls ($1.1B) – EWZ calls ($884M) – bullish on Brazil – AVGO calls ($530M) – AMD calls ($457M) He’s long the Nasdaq overall but picking off specific names he thinks are mispriced lower. We will keep watching and we will keep you updated. Every time he files a new 13F, we will break it down here. Turn on notifications so you don’t miss the alert, this is VERY important. Many people will wish they followed us sooner.

Is this the next big investment? Uranium and nuclear stocks just had one of the most violent green days the sector has ever seen. Names up 10%, 11%, 14%, 16%, 23% in a single session. There’s something nobody is talking about. The entire US uranium mining sector is still tiny. You could buy every single US uranium producer combined for a fraction of what one mid-cap tech stock is worth. Meanwhile every hyperscaler on Earth is racing to lock in nuclear power for their AI data centers. – Microsoft restarted Three Mile Island – Amazon bought Talen's nuclear-powered campus – Google signed an SMR deal with Kairos Power – Oracle is building three small modular reactors for 1GW The supply of uranium is constrained. The demand from AI just went parabolic. The sector is still small compared to where the money is flowing. When real capital rotates in here the moves could be violent. Tickers worth knowing: LEU, UUUU, UEC, SMR, OKLO, LTBR, CCJ, URA Smart money is already positioned, but retail hasn't even shown up yet. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is VERY important. Many people will wish they followed us sooner.

🚨 60 countries have declared energy emergencies. This is what a global fuel crisis actually looks like. 🇪🇺 EU: Subsidizing fuel/fertilizer sectors up to 70%. Emergency measures across all member states. 🇱🇰 Sri Lanka: Hard rationing. Cars get 15 liters a week. Motorbikes get 5. 🇲🇲 Myanmar: Odd/even driving days. QR codes to track every single fuel purchase. 🇵🇭 Philippines: National energy emergency declared. 4-day government work week. Stockpiling 2 million extra barrels. 🇻🇳 Vietnam: Fuel taxes suspended. Citizens told to bike, carpool, or stay home. 🇧🇩 Bangladesh: Fuel rationing for most vehicles. Markets shut at 6pm. More blackouts planned. 🇮🇩 Indonesia: LPG import duties scrapped for 6 months. 50 liter per day cap per vehicle. 🇮🇳 India: Petrol and diesel taxes slashed. Cost: ₹70 billion every two weeks. 🇯🇵 Japan: Burning through emergency reserves just to stabilize prices. Bill hitting ¥300 billion a month. 🇨🇳 China: Banned fuel exports. Sitting on reserves but airlines are already cutting flights. 🇹🇭 Thailand: Government WFH mandated. AC temperature floors set. Oil tax cuts planned. 🇲🇾 Malaysia: Fixed fuel price costs RM4 billion a month to defend. Was RM700 million before the war. 🇦🇺 Australia: Fuel excise halved. Citizens urged to leave fuel for farmers and miners only. 🇮🇪 Ireland: €505 million emergency package after fuel protests shut down major roads for a week. 🇪🇬 Egypt: Restaurants shut at 9pm. Government vehicle fuel allowances cut by a third. 🇰🇪 Kenya: Fuel protests erupted. Petrol VAT cut from 16% to 8%. 🇿🇼 Zimbabwe: Fuel import taxes scrapped. Ethanol blend in petrol raised from 5% to 20%. 60 countries, nearly 200 emergency policies, in two months. The IEA called it the largest supply disruption in the history of the global oil market. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is VERY important. A lot of people will regret not following us sooner.

🚨 Something very unusual just happened. Someone purchased an insane amount of VIX calls. In other words, a big player is betting the market will crash soon and he's doing it with a lot of money. Nobody drops millions on VIX calls unless they know something we don’t. VIX calls only pay off when volatility explodes, which almost always means stocks are getting smoked. The last time the VIX was sitting this calm before getting blown up was early April 2025. 8 trading days later, the VIX exploded from under 17 to over 60. The S&P 500 had one of its worst 2-day drops since the 1987 crash. Trillions in market cap wiped out. We will keep watching. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is extremely important. Many people will wish they followed us sooner.

A 25 year old just turned $225 million into $5.5 billion in 12 months. Here’s exactly what he bought. Leopold Aschenbrenner got fired from OpenAI in April 2024. He spent the next few months writing a 165-page thesis predicting AGI by 2027. Then he launched a fund and put his money where his thesis was. He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon. He bought what AI actually runs on. Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year. Lumentum (LITE), optical components that move data between chips. Up 1,331%. Sandisk (SNDK), storage. Up 3,130%. CoreWeave (CRWV), GPU cloud infrastructure. Up 166%. Iris Energy (IREN), AI computing and data centers. Up 583%. The thesis was simple: every AI company needs energy, bandwidth, storage, and compute. Nobody was buying those. Everyone was buying the AI companies themselves. He was right. His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman. I’m adding this to my watchlist. Every time he files a new 13F, we will break it down here. Turn on notifications so you don’t miss the alert, this is VERY important. Many people will wish they followed us sooner.

Something crazy just happened and nobody is talking about it. Anthropic built an AI model so dangerous it refused to release it publicly. That model is now sitting inside the NSA. Claude Mythos found thousands of zero-day vulnerabilities across every major operating system and web browser. THOUSANDS. Over 99% of them were still unpatched when Anthropic announced the model. It can outperform human experts at building exploit chains that lead to full system takeovers, in software that has been audited millions of times. Dario Amodei said the fallout “for economies, public safety, and national security, could be severe.” So Anthropic didn’t release it. They gave it to roughly 50 companies under Project Glasswing, including Apple, Microsoft, Google, CrowdStrike, and JPMorgan. Defenders only, controlled access. $100 million in usage credits. Then the Pentagon called Anthropic a “supply-chain risk” and ordered defense contractors to stop using their technology. The White House called them a “radical left, woke company.” Meanwhile the NSA kept using Mythos anyway. Now Anthropic wants to expand access to 70 more organizations. The White House is blocking it, citing compute constraints and national security priorities. The same administration that banned the company is now trying to control who gets the weapon. CrowdStrike, Palo Alto, and Zscaler got crushed in the days after the announcement. Because if one AI can find every vulnerability in your product before you do, what exactly are you selling? If you want to know where WE are deploying capital next, turn on post notifications this is very important. Many people will wish they followed us sooner.

A new academic paper just dropped and it should make every CEO uncomfortable. It’s called “The AI Layoff Trap.” The argument is simple and brutal. Companies are racing to replace workers with AI to cut costs and beat competitors. Every firm does it because if they don’t, the next firm will. That part everyone already knows. Here’s the part no one talks about. The workers you just laid off are also your customers. When they lose their income, they stop buying. Less demand means less revenue. Less revenue means more cost-cutting. More cost-cutting means more layoffs. You see where this goes… The paper calls it an “automation arms race.” Rational firms, acting in their own interest, collectively destroy the very demand they depend on. Every company is doing the right thing for itself and the wrong thing for the system. The researchers looked at every proposed solution. UBI? Does not fix it. Upskilling? Does not fix it. Worker equity stakes? Does not fix it. Capital taxes? Does not fix it. The only thing that actually works, according to their model, is a Pigouvian automation tax. Basically a penalty on each job a company replaces with a machine. Whether you agree with that solution or not, the problem they are describing is already happening. US companies have announced over 170,000 job cuts citing AI this year alone. The economy can only absorb so many of those before the math stops working. If you want to know where WE are deploying capital next, turn on post notifications this is very important. Many people will wish they followed us sooner.

🚨 Last time this happened, the Nikkei fell 12% in a day and Bitcoin lost 20%. Japan is stuck in a loop with no way out. To defend the yen, the BOJ sells dollars. Selling dollars drains liquidity. Draining liquidity crushes bonds. Bond yields just hit the highest level since 1999. Higher yields make the yen problem worse. Repeat. In 2024 they had one problem and spent $62 billion fixing it temporarily. Today they have FOUR at once: – Yen shorts at the largest position since July 2024 – Bond yields at 27-year highs – Oil at $120 making every import more expensive – A new Fed Chair in 2 weeks who could unwind the carry trade without the BOJ doing anything The BOJ just raised its inflation forecast to 2.8% and cut GDP growth to 0.5%, that’s stagflation. Hike rates and you wreck the economy. Do nothing and the yen keeps falling. Japan’s Finance Minister just told G7 members they’re watching FX with a “high sense of urgency” and called Scott Bessent directly. This time every trader is watching the same trigger. That makes it worse. If you want to know where WE are deploying capital next, turn on post notifications this is very important. Many people will wish they followed us sooner.

In August 2025, the US government purchased a 9.9% stake in Intel for $8.9 billion. Today, it’s worth $41 billion. What else are they holding? Here it is: MP Materials (+104%). Only domestic rare earth processor in the US. China controls 85% of global supply. USAR (+28%). The Department of Commerce took an 8% equity stake and gave it a $1.3 billion loan. LAC (+46%). Building one of the largest lithium mines in US history. TMQ (+90%). Copper and cobalt in Alaska. The government put $35 million in to fast-track permitting. Semiconductors, rare earths, lithium, copper, cobalt. Every single one is a supply chain China currently dominates. Do you notice the pattern? Every time the US government takes a position in a stock, it goes up. Because when the government becomes your customer, your lender, and your co-owner at the same time, the downside gets a lot smaller. These four names are still early. Intel already turned $8.9 billion into $41 billion. The question is not whether this strategy works, the question is which position moves next. We’re tracking their holdings in real time. The moment something interesting shows up, you’ll hear it here first. Turn on notifications.​​​​​​​​​​​​​​​​ Many people will wish they followed us sooner.

Venezuela could be the next country to leave OPEC. And if it does, OPEC is done. Here’s why. Venezuela sits on 303 billion barrels of proven oil reserves. That’s almost 20% of every barrel ON EARTH. More than Saudi Arabia, more than Iran, more than anyone. They are the single largest oil reserve holder in the world and they are currently under direct US influence after Maduro’s capture in January. If Trump tells Venezuela to leave OPEC, it leaves. Opposition leader María Corina Machado has already said Venezuela could quintuple its production once the country is rebuilt. They currently produce around 1 million barrels a day. Quintuple that is 5 million barrels a day hitting the market with zero quota restrictions. Qatar left OPEC in 2019, Angola left in 2024, the cartel has been bleeding members for years. Now analysts are openly naming Venezuela as the next candidate. Saudi Arabia’s model depends on being the swing producer. Venezuela unrestricted at 5M bpd ends that. The reserves are there. The political conditions are there. The US incentive is there. The only question is when, not if. If you want to know where WE are investing our money, turn on notifications this is very important. Many people will wish they followed us sooner.

🚨 THIS IS YOUR WARNING: SAM ALTMAN, THE CEO OF OPENAI, HAS A VERY DARK PAST THE CRAZIEST THING? NOBODY KNOWS ABOUT IT THIS TWEET EXPLAINS EVERYTHING IN 2018, HE TRIED TO LUR… Show more

Most people know Sam Altman as the CEO of OpenAI. Nobody talks about what happened before that. He was fired from his first startup for lying to his own board. He was removed from Y Combinator over mistrust. Then his own OpenAI board fired him. The internal memo had one word at the top: “Lying.” Former board members accused him of psychological abuse. His co-founder Dario Amodei wrote internally: “The problem with OpenAI is Sam himself.” A Microsoft executive said there’s a real chance he’s remembered as the next Bernie Madoff. He was reinstated five days later after employees threatened to walk out. Now here’s the part nobody is talking about. He built a company that scans your eyeballs in exchange for free crypto. Worldcoin is now banned or under investigation in Kenya, Spain, Portugal, Germany, and Brazil. The token peaked at $12. It trades at $0.24 today. That’s a 98% collapse. The man three different organizations fired for lying is building the world’s largest biometric database. Draw your own conclusions.​​​​​​​​​​​​​​​​ If you want to know where WE are deploying capital, turn on notifications this is very important. Many people will wish they followed us sooner.

🚨 Powell just gave his LAST press conference as Fed Chair. Here’s everything you need to know: 1: No rate cuts coming Powell needs to see “the backside of both the energy and tariff shocks” before moving. The energy surge “hasn’t even peaked yet” 2: A rate hike is back on the table The number of officials who see a hike as equally likely as a cut has “moved up.” Markets now pricing a 45% probability of a hike in 2027, per CME FedWatch 3: The Fed is now “slightly restrictive” Powell confirmed rates are at the “high end of neutral, slightly restrictive,” and that is precisely where he wants to stay while waiting to see how things unfold 4: Stagflation is the real risk Powell explicitly said each supply shock “can boost both inflation AND unemployment simultaneously.” 5: Today’s meeting was a much closer call than March It was a vigorous debate over forward guidance. A shift away from easing bias “could conceivably come as early as the next meeting.” The next 30-60 days will be decisive 6: Tariffs: transitory or not? Powell is still holding the line that tariff inflation is a “one-time price effect” and expects it to recede over the next two quarters. But he added uncertainty is “very high” 7: Core PCE running at 3.2%, headline at 3.5% Near-term inflation expectations have risen. Long-term still anchored near 2%. But Powell admitted: “The prospect of a further rise in core inflation is real” 8: Labor market is quietly breaking down Job growth slowing, labor demand “clearly softened,” quits and hires remain low, few new opportunities. Unemployment rate little changed but only because labor force growth is slowing too 9: WTI crude settled at $106.88 Powell said the oil impact on the US is “smaller than on Europe and Asia for now” but if the Strait of Hormuz closure “goes on for much longer, we will feel it much more” 10: Powell refused to step down He said he has “no choice but to stay” due to the administration’s legal attacks on the Fed, not verbal criticism. DOJ also gave assurances it won’t reopen its probe without a criminal referral 11: Fed independence openly at risk “We have even had to go to court to defend it.” Powell: every administration has tried to repurpose the Fed’s tools. “We have consistently pushed back, but Fed independence is now at risk” 12: Warsh confirmed as next Chair Powell hasn’t seen Warsh since a dinner in January. Expects a “normal, standard transition.” Powell: he took Warsh at his word that he would stand up to Trump 13: Powell will NOT be a shadow chair, explicitly ruled it out. Plans to “keep a lower profile” on the board of governors after May 15 14: Reaching 2% inflation “could be very costly” Powell acknowledged events keep emerging that push costs higher, and the path back to target will require patience and potentially real economic pain 15: Putin warned Trump against new military action in Iran Meanwhile Trump said the UAE’s OPEC exit is “great for getting gasoline and oil prices down” and called for lower rates the same night Powell spoke What comes next depends on Warsh, Hormuz, and whether tariff inflation is actually transitory. But don’t worry, we will keep you updated on absolutely everything. If you want to know where WE are deploying capital, turn on notifications this is very important. Many people will wish they followed us sooner.

The UAE just left OPEC after 60 years. Here’s what nobody is explaining. They spent $3.3 billion building the Habshan–Fujairah pipeline specifically to bypass the Strait of Hormuz. 406 kilometers of pipeline running from Abu Dhabi’s oil fields directly to the Gulf of Oman. Iran’s blockade doesn’t touch it. Inside OPEC their production was capped at 3.41 million barrels per day. That cap is gone as of May 1. They are now free to pump as much as they want and route it around the entire Iran conflict. Brent dropped immediately after the announcement. The market understood before most people even read the headline. The UAE didn’t just leave a cartel. They positioned themselves to break the oil shock that’s been running since February. Big win for the UAE. If you want to know where WE are deploying capital next, turn on post notifications this is very important. Many people will wish they followed us sooner.

🚨 THIS IS BIG: TRUMP’S APPROVAL JUST COLLAPSED TO A NEW LOW IN OTHER WORDS, NOBODY LIKES HIM ANYMORE THIS IS BECAUSE HE TRIED TO BLA… Show more

🚨 Two decades of gains in China’s real estate market have been completely erased.

🚨 One of the most important 2 hours of the financial year happen tomorrow at 2PM ET. The Fed announces its rate decision. Current rate: 3.50%–3.75%. We’ll share an update tomorrow, notifs on.

🚨 THE WAR BECOMES ILLEGAL IN 3 DAYS In 3 days the US government hits a deadline that almost nobody is talking about. May 1. That’s when the War Powers Act clock runs out on the Iran war. The war started February 28, Trump formally notified Congress on March 2. Under the 1973 law that starts a 60 day window, after which he either gets congressional authorization or he is legally required to begin withdrawing troops. That window closes Thursday. Congress has tried to invoke the War Powers Act five times since the war began. Five times Republicans blocked it. The Senate voted it down 52-47 just two weeks ago. Trump has never asked Congress for authorization once. Some Republicans are already drawing a line. Senator John Curtis said publicly he will not support ongoing military action beyond 60 days without a vote. The House Foreign Affairs chair warned the president could lose support if the conflict runs into May. After May 1 Trump has 3 options. – Ask Congress for an authorization to use military force. – Begin winding down operations. – Or invoke a 30 day extension by certifying in writing that more time is needed for safe troop withdrawal. He has already said there is “no time pressure.” The White House believes the War Powers Act doesn’t apply to the commander-in-chief. That is a direct challenge to a law that has existed for 53 years. Thursday will tell you a lot about whether Congress actually has any power left. We will keep you updated. Turn on notifications this is extremely important. Many people will wish they followed us sooner.