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Mongo
358 posts
Mongo
@XStockSleuth
Finding the move before the move. Levels • Momentum • Timing Sharing ideas, not advice. Trade at your own risk.
Indiana, USA Katılım Nisan 2026
214 Takip Edilen22 Takipçiler
@MHuntington7 @HeyLukOverThere @RepEricBurlison Yup, that's the whole point without concrete evidence and just words. That's what keeps the conspiracy alive.
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🚨Declassified UAP encounter has "SHAKEN the Intelligence Community and Military"🚨
This is why @repericburlison wants you to dig into it!
Watch the recounting of the series of encounters ⬇️below⬇️ or read the official War.gov/ufo summary below!
Full report in post below.
Full Statement about UAP Sighting
This is an FBI 302 interview conducted with a senior US intelligence official regarding his first-hand account of a UAP encounter at a US military facility. USPER relayed to FBI agents that he and other federal and state personnel conducted searches to where orbs had been previously seen. After searching the area with a helicopter, they found a “super-hot” orb hovering over the ground. The orb is reported to have travelled for 20 miles at a speed too fast for the helicopter in pursuit. An additional “swarm” of lights were seen moving in all directions. A total of four or five additional orbs were seen shortly thereafter for a short time, flaring up and then down. This pattern of four or five orbs flaring up, then down continued over the next thirty minutes across the area.
The photos linked in the "Related Media" section are connected to a set of UAP encounters on a sensitive government testing installation in the Western US in 2025. These orb-like UAP were observed at various ranges by multiple, and in some cases simultaneous, government personnel and sensors. The linked narrative is an FBI-collected account from a senior U.S. intelligence community official who witnessed the UAP with the naked eye, while accompanied by two pilots under NVGs. Other pilots in separate aircraft, and ground-based observers with night vision, also witnessed UAP during the exercise. The photos of UAP underneath the helicopter are from this same set of observations, taken through night vision devices by ground-based personnel.
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@HeyLukOverThere @RepEricBurlison Do you have a location, date, time, & unit to point to? Any witness names?
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Mongo retweetledi
Do we know a concrete date when the PTD rule becomes obsolete?
I’ve been hearing first week of June but then also differing dates.
I want to know now so I can get my ducks in a row for the pennies gone wild show 🪙
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Mongo retweetledi
$FCEL from Business news wire.
FCEL remains in a strong longer-term uptrend, trading 25.5% above its 20-day SMA ($13.76) and more than doubling its distance above the 200-day SMA ($7.93).
Momentum is the bigger story: RSI is at 81.43, which signals the move has been stretched and can be prone to pullbacks even if the primary trend stays intact.
From a structure standpoint, the bullish backdrop is still there with the
20-day SMA above the 50-day SMA, and the golden cross that formed in October 2025 still frames the longer trend as constructive.
FCEL Price Action: FuelCell Energy shares were down 20.88% at $16.89 at the time of publication on Monday, according to Benzinga Pro.
Over the past month, FuelCell has gained about 100.92% versus a 3.9% rise in the S&P 500 and is up roughly 137% year-to-date compared to the 7.35% for its sector.
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@TheIranWatcher I think the US has stuff in high orbit that Iran can't touch because of the lack of Space Tech.
boeing.com/space/x37b
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🚨 Iran’s regime is now openly discussing destroying American satellites — including Starlink — by detonating explosions in Low Earth Orbit.
On state TV, a regime “expert” proposed creating massive orbital debris fields to cripple U.S. and Israeli systems.
This is space terrorism.
A reckless act that could trigger Kessler syndrome and damage global satellites, GPS, communications, internet infrastructure, aviation, and economies worldwide.
This is the same regime that:
⚪️ Arms proxies like Hezbollah, Hamas, and the Houthis to attack civilians and international shipping
⚪️ Threatens to close the Strait of Hormuz and contaminate the Persian Gulf
⚪️ Arrests Iranians for possessing Starlink terminals while jamming communications
⚪️ Uses internet blackouts and communication suppression to hide executions, crackdowns, and state violence
They cannot provide freedom, prosperity, or stability for their own people, so they export chaos and intimidation instead.
This is not a normal government.
It is a destabilizing and terroristic regime that threatens both Iranians and the wider world.
The Iran Watcher 🇮🇷@TheIranWatcher
🚨 Iran has now entered 80 days of internet blackout, the longest nationwide shutdown in modern history. This is digital apartheid, as the Islamic Republic cuts over 90 million people off from the open internet. Ordinary Iranians are trapped on a filtered intranet, cut off from family, work, education, banking, and the outside world. Meanwhile connected IRGC elites, regime insiders, loyalists, and their families receive privileged “white SIM” or “Internet Pro” access with unrestricted WhatsApp, Instagram, X, VPNs, and global internet access ordinary citizens cannot afford or obtain. The connected ruling class lives under completely different rules while millions remain digitally imprisoned. This is not about security. ⚪️ To hide crackdowns, arrests, and evidence from reaching the outside world ⚪️ To isolate protesters and prevent coordination across cities ⚪️ To psychologically exhaust and demoralize the population in silence ⚪️ To tighten information control while regime-connected elites remain fully online The internet is a fundamental human right in the 21st century. The people of Iran are not offline, only censored.
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@RanchRecon @LueElizondo @TheUfoJoe @jaystratton Interesting that you posted a plasma slide show.
academia.edu/129623748/Unid…
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The problem, Lue, is that AAWSAP also had the nickname AATIP. I believe they did that to prevent certain anti-UFO folks from finding out about AAWSAP. Unfortunately, and apparently, it didn't work.
And then we have @jaystratton saying he created AATIP in 2015, a few years after AAWSAP ended.
Then we have KONA BLUE, which I think Lacatski will address more in depth with his next book.
So, people would love a crystal clear timeline of everything and everyone involved. Because it's confusing.
Lue Elizondo@LueElizondo
For anyone who is wondering about AATIPs authenticity, here is documentation dated 2009 that clearly concerns AATIP and my participation early on. This memo was made by the program sponsor himself, senator Harry Reid. I’m not sure why there’s still a question about this?
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Mongo retweetledi
🚨 Leopold updated portfolio released - Situation Awareness Fund :
Holdings👇
$BE — Bloom Energy · 22.67% · $878.7M
The largest position in the fund and the cleanest expression of the AI = power thesis. Bloom’s solid-oxide fuel cells deliver on-site, grid-independent power in 90 days vs.
5+ years for utility interconnect — making them the preferred backup and primary power for AI data centers
$SNDK — SanDisk · 18.69%
The NAND memory pure-play, spun out from Western Digital.
AI inference is rewriting the storage demand curve — every token served needs HBM + enterprise SSD beneath it
$CRWV — CoreWeave 14.35%
The flagship neocloud. Anthropic and OpenAI contracts have turned CRWV into the de facto third hyperscaler for GPU compute
$IREN — IREN Limited · 10.35%
Bitcoin miner pivoting hard into AI/HPC hosting. Owns its own data center capacity and power assets — the rare neocloud that’s vertically integrated from kilowatt to GPU. NVIDIA deal and AI cloud revenue ramping faster than the market modeled
$CORZ — Core Scientific · 10.04%
The CoreWeave landlord. 590MW contracted to $CRWV through long-dated leases — essentially a high-yield bond on hyperscaler AI demand wrapped in equity optionality
$APLD — Applied Digital · 8.26%
Purpose-built AI data center developer. Ellendale, ND campus is the showcase asset — CoreWeave anchor tenant, 400MW first phase. Plays the same picks-and-shovels game as $CORZ but earlier in the build cycle
$RIOT — Riot Platforms · 3.67%
Bitcoin miner with optionality on AI/HPC conversion. Corsicana, TX site has 1GW+ of power capacity — the kind of “stranded watts” footprint that’s suddenly worth more as AI compute than as hashrate
$CLSK — CleanSpark · 2.70%
Pure-play Bitcoin miner with low all-in cost. The thesis here is less AI pivot, more operating leverage on the BTC price + the optionality that any major miner with power and land can become an HPC host overnight.
$SEI — Solaris Energy Infrastructure · 1.61% ·
Mobile power-gen company providing turbine-based primary power to data centers and oilfields. Another way to play the “AI is power-constrained” trade — but with a faster deployment vehicle than fixed Bloom installs
$TE — T1 Energy · 1.13%
US-based solar manufacturer (formerly Freyr). Plays the data-center-needs-clean-power thesis and IRA-driven domestic solar buildout. Small position, asymmetric upside
$PSIX — Power Solutions International · 0.68%
Industrial engine maker — natural gas gensets for data center primary/backup power. Niche but levered to the same “where does the power come from” question.
$GLW — Corning · 0.54%
Optical fiber and Gorilla Glass — but the AI angle is fiber for hyperscaler interconnect. A more conservative way to play the photonics infrastructure layer.
$WYFI — WhiteFiber · 0.54%
AI infrastructure / GPU cloud play. Smaller emerging neocloud name.
$AMD — Advanced Micro Devices · 0.52% ·
The MI300/MI350 GPU challenger to NVIDIA. Small position size suggests Leopold sees AMD as a hedge, not a core thesis
$BW — Babcock & Wilcox · 0.51%
Small modular reactor (SMR) play. Long-dated optionality on nuclear restarts and SMR deployments for data center baseload
$SHAZ — SharonAI · 0.47%
Emerging AI compute/cloud name. Speculative position — likely a venture-style bet within the book.
$PUMP — ProPetro · 0.34%
Oilfield services / pressure pumping. The non-obvious connection: natural gas infrastructure feeds the gensets that power AI. The energy stack is one trade.
$SMH — VanEck Semiconductor ETF · 0.27%
Broad semis basket. Small allocation — probably a parking position or hedge.
$INTC — Intel · 0.23% · $8.9M
The foundry turnaround call. Small size = optionality on 18A success and US government / Anthropic involvement in domestic fab capacity.
$TSM — Taiwan Semi · 0.20% · $7.6M
The bottleneck. Every NVIDIA, AMD, and Broadcom chip flows through TSM. Surprising how small this position is — likely a token holding given Leopold’s geopolitical risk lens on Taiwan.
Sandeep Anand@SanCompounding
Why Leopold Aschenbrenner is betting big on these 6 stocks ?? : 1. $LITE (Lumentum) Core product: EML lasers, OCS (Optical Circuit Switches), CPO lasers $LITE Thesis: order book is SOLD OUT through 2028 → $2B Nvidia investment + purchasing deal → OCS backlog >$400M, 150% CAGR to 2028 → CPO: new multi-hundred-million $ order just landed 2. $COHR (Coherent) Core product: 800G/1.6T transceivers, InP lasers, OCS, CPO $COHR book-to-bill just hit 4x. Demand is obliterating supply. → $2B Nvidia deal for U.S. optics manufacturing → 10+ OCS customers, CPO mega-order just received → Supports SiPh, InP & VCSEL — hedged for types of Hyperscalers 3. $CRWV (CoreWeave) Core product: GPU cloud for AI workloads (Nvidia H100/B200 clusters) $CRWV just locked in a $21B deal with Meta through 2032. → 850MW active today → 1.7GW by end of 2026 → $66.8B total backlog → First Nvidia Vera Rubin deployments included 4. $CORZ (Core Scientific) Core product: AI/HPC data center hosting (high-density colocation) $CORZ went from Bitcoin miner → AI infrastructure landlord. → 590MW contracted with $CRWV = $10B+ over 12 years → $2B in infra installed across 4 sites in 2025 → $CRWV acquisition pending ($9B deal) 5. $APLD (Applied Digital) Core product: AI data center campuses (long-term leases) $APLD has $16B in contracted lease revenue across 600MW. → $11B, 15-yr deal with $CRWV (Polaris Forge 1) → $5B, 15-yr deal with undisclosed hyperscaler (Polaris Forge 2) → Revenue up 250% YoY last quarter 6. $BE (Bloom Energy) Core product: Solid Oxide Fuel Cells (SOFCs) — behind-the-meter power for AI data centers, deployable in 90 days vs years for grid connections Latest deals: ∙Oracle agreed to purchase up to 2.8GW of fuel-cell power from Bloom to supply AI data centers, with 1.2GW already contracted ∙$5B strategic partnership with Brookfield Asset Management to deploy SOFCs for AI infrastructure globally ∙$7.65B in data center contracts secured in a single 90-day window in early 2026 ∙Total backlog ~$20B, up 65% YoY. Product backlog ~$6B, up 140% YoY. 📈2026 revenue guidance: 50%+ growth ∙Recently delivered a hyperscale AI factory order in 55 days against a 90-day commitment .
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Mongo retweetledi
This just gives President Trump more time to prepare resources. 30% of Irans military capabilities was wiped in the first round. I suspect President Trump will do another 30% more damage in the second round and then we will see if Iran is ready to have a real talk.
Diplomatic stall strategies are deliberate, systematic tactics used by nations to delay agreements, negotiations, or resolutions to achieve goals.
GIF
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JUST IN: 🇮🇷 Iranian President Masoud Pezeshkian says "entering negotiations and talks does not mean we will surrender."
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Iranian regime now attacking cables & global financial data too…
Iran International English@IranIntl_En
Alcatel Submarine Networks, the world’s largest cable-laying company, has paused subsea cable repair operations in the Persian Gulf after Iran demanded permits and “protection fees” for seabed infrastructure, maritime AI company Windward said on Monday. Alcatel issued force majeure notices for Persian Gulf operations, effectively pausing repair crews in waters near the conflict zone, Windward said. The pause comes as the IRGC has demanded foreign cable operators obtain Iranian permits and pay “protection fees” to maintain seabed infrastructure in Iranian territorial waters. Of the dozens of submarine cables crossing the Persian Gulf, only two — FALCON and GBI — pass directly through Iranian territorial waters, according to telecommunications research company TeleGeography cited in the report. Windward said the key risk was that damaged cables could remain unrepaired if repair vessels cannot safely enter or work in the area. iranintl.com/en/202605183734
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Mongo retweetledi
This is why I do the work behind the scenes for you guys 💎
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گفتوگو به معنای تسلیم نیست. جمهوری اسلامی ایران با عزت، اقتدار و حفظ حقوق ملت وارد گفتوگو میشود و به هیچ عنوان از حقوق قانونی مردم و کشور عقبنشینی نمیکند. ما با منطق و با تمام توان، تا پای جان، در خدمت مردم و حافظ منافع و عزت ایران خواهیم بود.
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Mongo retweetledi
CENTCOM: CONTINUES TO STRICTLY ENFORCE THE U.S. BLOCKADE AGAINST IRANIAN PORTS.
U.S. FORCES HAVE NOW REDIRECTED 85 COMMERCIAL VESSELS TO ENSURE FULL COMPLIANCE. $SPY $QQQ $USO
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JUST IN: 🇮🇷🇺🇸 Iran demands the United States release all frozen Iranian funds.
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Mongo retweetledi
Mongo retweetledi
$SPY Checkout this video of me Predicting SPY’s Drop Before the Open today Using GEX 📉
Back to basics for Monday, May 18 — about 10 minutes before the open, SPY was still showing a short gamma environment carried over from Friday’s premarket positioning. Market makers remained in negative gamma, which usually creates a more volatile trading environment with faster price movement and less stability.
The overall positioning also leaned bearish as the put-to-call ratio became even more negative than Friday’s reading. Looking at the gamma exposure by strike, the strongest levels were sitting below SPY’s current price near 739. The 735 and 730 strikes both showed roughly 5% normalized negative gamma exposure, making them the key levels on the board to watch to the downside.
On the other hand, there was still positive gamma sitting overhead near 745. But with SPY already trading in negative gamma at 739, a move lower looked more realistic than an upside push toward 745. In negative gamma environments, dealer hedging can accelerate momentum instead of slowing it down, which often increases volatility during selloffs.
The setup going into the open was fairly straightforward: daily net gamma remained negative, downside gamma exposure was building below price, not convincing enough to justify aggressively buying calls. In this type of environment, patience and positioning tend to matter more than forcing bullish trades.
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Mongo retweetledi
FOMO doesn’t start until it breaks 7.00 and runs to 8.00+ on $TE
Shay Boloor@StockSavvyShay
$TE is up ~19% after Leopold Aschenbrenner’s Fund disclosed a new $44M position last quarter.
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@tcf_updates They may restrike that location if there's no peace deal.
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🚨 IRAN SETS TWO‑YEAR PLAN TO REBUILD SOUTH PARS GAS FIELD.
Iran says it will rebuild key parts of the South Pars gas field within two years. Officials shared the plan through the ISNA news agency.
The project aims to restore output at the country’s most important gas source.
South Pars supplies most of Iran’s natural gas, and aging infrastructure has raised concerns about future production.
The government says the rebuild will help stabilize supply and support domestic demand.
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Mongo retweetledi
$TE and $BE are far too close with $FCEL to not assume he probably took some $FCEL but after the March 31st deadline for the 13F filing.
I think next filing shows where all this volume came from and I believe it’s from him.
Maybe I’m crazy?
Anp🅰️nman@spacanpanman
$TE: 🚨SITUATIONAL AWARENESS PURCHASES 10M SHARES OR 3.6% OF T1 ENERGY IN Q1. T1 ENERGY IS NOW SITUATIONAL'S 10TH LARGEST POSITION OUT OF 26 HOLDINGS. Situational Awareness LP is an AI-focused hedge fund founded by Leopold Aschenbrenner, the former OpenAI Superalignment researcher who wrote the viral 2024 essay “Situational Awareness: The Decade Ahead.” Its core thesis is not simply “buy AI software winners.” It is more like: AGI/AI scaling will create enormous bottlenecks in compute, power, data centers, semiconductors, networking/optics, storage, and energy infrastructure — and the best public-market opportunities may be in those bottleneck suppliers. The WSJ described the strategy as betting on global stocks that benefit from AI development, including semiconductor, infrastructure and power companies, plus some private AI investments such as Anthropic.
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