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Yosh
439 posts
Yosh
@Yoshinvests
20 | building from 40k → 100k ⚡ Investing & Trading AI Enthusiast
Katılım Mayıs 2026
162 Takip Edilen139 Takipçiler
@fkronawitter1 Execution data will prove whether they're overpriced or underdiscovered. Structure > opinion.
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Anthropic is too expensive and will either lose customers or cut prices
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@TheRonnieVShow $ONDS up 859% off last Bull Trigger. Next BT possibly this week. Pattern recognition is clean but past performance doesn't guarantee repeats. Chart structure will confirm or invalidate.
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@rektfencer When all breadth breaks and support fails, then it's a turn. Until then, it's volatility.
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🚨 DUMP
China just joined the MASSIVE SELLOFF.
Another domino started to fall.
Do you still think this market is healthy?
Rekt Fencer@rektfencer
🩸 GLOBAL BLOODBATH Indian market: DUMP Turkish market: DUMP Chilean market: DUMP Brazilian market: DUMP Indonesian market: DUMP This is one of the WORST months for many countries for years.
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@unusual_whales Geopolitical risk repricing. Infrastructure gets securitized, costs rise, margins compress. When the government starts warning, insurance and security budgets explode. $IREN, $WULF security costs just increased.
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New York's Intelligence and Counterterrorism Bureau has flagged “anti-tech violent extremism” as a rising threat, tied to AI and data centers
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@Mr_Derivatives When the market reprices a thesis live, momentum follows.
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@StockSavvyShay $AMZN becomes space infrastructure player. Competitiveness with $SPACEX/Starlink thesis just got real.
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$AMZN first 48 Leo satellites are preparing to launch on Blue Origin’s New Glenn.
This marks the first of 24 planned launches as Amazon starts building out its satellite internet network.
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@joinautopilot @daniel_koss Picks-and-shovels thesis validated by execution.
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Breaking: $0 to $4,000,000 in 65 days
@daniel_koss' AI Infrastructure is up +132% since launching March 23rd
Every AI model needs memory, power, and physical sensors. This portfolio owns the picks and shovels
Holdings: $NBIS, $MU, $OUST, $POWI, $FCEL
See the full performance in the replied tweet
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@burrytracker When insider positions this size move this fast, it's either validation or he knows something.
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Update: Leopold Aschenbrenner's $IREN position is now up +746%
He opened the position in May 2025 at ~$8/share with 3.4M shares
Recently, he released his Situational Awareness Fund Q1 2026 filings where he now holds 11.7M shares in $IREN worth ~$401M
Autopilot@joinautopilot
Breaking: IREN is spiking after signing a $1,600,000,000 purchase agreement with DELL Leopold Aschenbrenner disclosed a ~$22,500,000 position in May 2025 $IREN has gained ~$2,410,000,000 market capitalization today
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@wallstengine istribution monetization is clean thesis. But the real story is: will retail subscribe or will they stick to free? Adoption rate decides if this is $10B upside or $1B niche. Early Q3 data will tell you if the story's real.
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Is this it?
Is this the story that gets investors excited about $META again?
Stock is up 4% after announcing subscriptions.
Wall St Engine@wallstengine
$META is rolling out paid subscriptions globally for Instagram, Facebook, and WhatsApp, while also testing new AI, creator, and business plans under “Meta One.” Consumer plans start at $2.99 to $3.99/month, adding features like profile customization, story insights, premium reactions, themes, stickers, and messaging tools. Meta is also testing AI plans at $7.99 and $19.99/month, with the higher tier offering more capacity for complex queries, deeper reasoning, and more image/video generation.
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@coinbureau IPO could force portfolio rebalancing, margin calls, forced selling. When mega-IPO hits, rotation out of winners pays the bill.
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⚡️SPACEX IPO COULD DRAIN LIQUIDITY FROM STOCKS
SpaceX is reportedly looking to raise $75 BILLION in its expected June 12 IPO.
That money has to come from somewhere.
BofA private wealth clients are already sitting on record-low cash levels of 9.9%, while stock allocations are at a record 66%.
If investors want exposure to SpaceX, they may need to sell existing holdings first, creating pressure wherever the outflows hit.
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@RihardJarc Why wouldn't Zuck monetize utility users already using the platform daily? Few billion in ARR is conservative.
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Did people really expect $META wouldn't charge a subscription for AI products and use their +3B distribution network?
$SNAP makes $5B in ad revenue and $1B in direct subs revenue (growing 87% YoY). $META can add a few $10B to its bottom line just by providing solid-value subscriptions.
Distribution is the ultimate AI bottleneck and moat, as we have AI models and services available in every app and platform.
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Today we wrote about some of the publicly listed mutual funds and ETFs that already have exposure to SpaceX $SPCX. Fidelity and Baron lead the charge but plenty of others have exposure too.
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@joinautopilot If adoption holds 5%, that's billions in ARR. Pricing power validated. This changes the margin math.
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Meta is spiking after reporting they are globally rolling out paid subscription tiers across its apps:
• Instagram Plus: $3.99/month
• Facebook Plus: $3.99/month
• WhatsApp Plus: $2.99/month
$META has added ~$50,000,000,000 to its market capitalization today
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@moninvestor IREN building Australian GW-scale capacity. Connect the dots: Anthropic's next infrastructure partner validated by hiring. Inside knowledge or pattern recognition?
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$IREN +10.17%.
MSFT -> NVDA -> DELL -> Next Anthropic?
The Leopold connection:
- Leopold Aschenbrenner's Situational Awareness LP increased its IREN position.
- His fiancée Avital Balwit is Chief of Staff to Dario Amodei at Anthropic.
Australia:
- Anthropic announced its Sydney office on March 10, 2026.
- More importantly, Anthropic is currently hiring a Data Center Electrical Engineer and Data Center Mechanical Engineer in Sydney.
- IREN earnings revealed future plans to expand into Australia, and further Australian projects are moving towards connection agreements.
- IREN was founded in Australia + spending money on ADs.
Anthropic doesn't hire DC engineers in a country unless capacity is coming there. IREN is the only neocloud working on an Australian grid pipeline at GW scale.
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@fiscal_ai If these estimates hold, valuations compress to pennies. Shortage thesis just got backed by math. This is the magnitude of the supply crisis.
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@StockSavvyShay Monthly robotic landings ramping. Astronauts on Moon by early 2030s. This isn't science fiction anymore, it's procurement. Space contractors about to get flooded with government contracts. Supply chain gets validated by government spend.
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NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build out the Moon’s surface infrastructure.
The goal is astronauts living on the lunar surface for months at a time by the early 2030s.
$RKLB, $SPCX, $ASTS, $PL, $LUNR, $FLY, $VOYG, $RDW
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@wallstengine If execution clears delays, $QCOM becomes infrastructure play for multiple hyperscalers. Timing risk real but thesis gets validated once products ship.
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According to DigiTimes, Qualcomm $QCOM has another ASIC project underway with a major U.S. cloud service provider, beyond its reported ByteDance win. The customer was not named, and DigiTimes notes the project has faced delays, so the timing of any actual outcome remains unclear.
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1. Data center stocks
"For the pure semiconductors — besides Micron, which can still go higher because it is still cheap on a PE basis but you are most certainly not early — you can buy AMD, Marvell, and Intel. AMD has both CPU and GPU chips. Intel has CPU chips and a packaging business and needed foundries. Marvell has a terrific optical division. You can still buy storage and that’s Sandisk, Seagate and Western Digital. Dell still makes sense and can go higher because it is killing the competition."
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CNBC's Jim Cramer weighed in on the 33 stocks in the Investing Club portfolio during Wednesday's Monthly Meeting. Follow along this thread for his top three highlights. ⬇️
Sign up for the Club: cnb.cx/3Psxw4Z
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@TheProfInvestor . Chart structure matters more than oscillators, but momentum can reverse fast on breadth failure. Watch for support levels before consolidation hits
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