Alex

@kevinxu @Figure_robot What caused this?

$BOT is back to my entry price. i have sold 0 shares. @Figure_robot is approaching 1 week of continuous work. the intern battle earned tens of millions of views. real catalysts like fundraising announcements and valuation updates are on the horizon. i can feel the timeline getting robot-pilled in real time the risks are real tho. please read the thesis. call me whatever you want. but i don't flinch.

@ZeeContrarian1 $MSFT next?

$AAPL is up roughly 15% over the past month. It’s that easy. People imagine investors like Stanley Druckenmiller spend all day staring at spreadsheets, Excel models, and endless numbers. They probably barely look at them, I know I don’t. Those things are necessary early in your career, much like learning syntax before vibe coding. But at a certain level, you simply see a situation and the logic becomes obvious. Not with certainty, obviously, but with high probability. While some people need numbers to understand things, other people just look at a situation and it becomes clear. The logic is obvious just by observing it. Imagine watching the same kid for 10 years. The moment he opens the door, you already know he’s going to knock over the cookie jar in the kitchen 10 seconds later. A Harvard grad or analyst might ask: “Did you calculate the speed of movement?” “Did you model the probability?” “Did you extrapolate the timing?” No. You just knew. You’ve seen the patterns enough times that the outcome becomes intuitive. You notice his eyes are half closed, the way he’s walking, the speed, the direction, the mood. You already know how the sequence will likely play out. That’s what high-level investing and decision making often feels like. Not certainty. Pattern recognition refined through logic and repetition. I call it vibe investing.

@Umbisam What changed for you? So curious.

$IREN Nebius @ $202 or > $50b market cap ... Queen months away from same blow-up

$MSFT #MSFT If this follows EW theory, this should technically be around $475-$485 by the end of the first week of June.

@DollarCostAvg Until the next note…

$110 $IREN Seee you soon :) 👀

@CAllenElmore @BitcoinAIGuy That’s interesting can you explain more?

@BitcoinAIGuy LFG. The 80.04% reading below at $54.75-$55.00 is the standout. That's an institutional accumulation print. When dark pool % exceeds 80%, you're typically seeing programmatic accumulation by a fund or desk, filling a large order over time.

$136M in dark pool transactions during market hours $IREN Incredible. I'll be monitoring dark pool orders after hours... and will post updates as I see them. For the latest info - be sure to subscribe (on my X profile) and join the Alpha Chat!

345kV substation energized at Sweetwater 1. Power first, compute next. $IREN

@Polymarket Said differently, US tax payers no longer paying for people who have no hirable skills.

JUST IN: More than half of former USAID workers reportedly still lack full-time jobs a year after DOGE dismantled the agency.

@AaronBastani @trader1sz Don’t you just want what’s best for the NHS and UK citizens?

Why do I want a foreign company, that ‘stands with’ a separate foreign country, to provide critical infrastructure for the NHS? Seems outright stupid. 20 years ago that was a centre-right argument by the way.

@Umbisam Just need Trump to save Europe before the end of his term

Same

@GuyTalksFinance 100% rage bait

@Umbisam What’s your $SPCX prediction for 6mo after IPO when all our lock up periods end?

$SATS my predictions re. SpaceX IPO ( $SPCX ) 1. $SPCX IPO priced at $2.25T 2. $SPCX will peak @ or above $3T intraday (+35% ~ +40%) 3. $SPCX will close at or around $2.75T first trading day (+20% ~ +25%) 4. $SPCX will consistently trade above $3T week after onwards => $SATS @ or above $225 in June

@kevinxu @DollarCostAvg Easy when this is nothing compared to your total net worth

Why I held $IREN from -31% to +5% Thesis never broke: - Sweetwater + Childress ramping - 150k GPUs coming online - $3.7B ARR target My #1 rule is to not chase. I'd rather hold in anticipation of a pop rather than chase something that fades the next day. New deals can change things very quickly. Next earnings is May 13, a month away. Don't listen to doomers. Unless you're using them to mark the bottom. Congrats to those that bought at $31! Appreciate a follow for those in on this ride with me.

@Jake__Wujastyk What do you think about an ENPH long here? Meme (ish) + Could be interesting if dems win back the house and reinstate solar incentives.

First AI infrastructure names run: $NBIS $CRWV $CIFR $AVGO $IREN Now the market starts to remember you need energy for this… hence why datacenter energy plays (SMR’s) are once again starting to catch a bid… $OKLO $SMR $URA $NNE

@JossSheldon @GlobalCollapse Sounds good on paper, proven not to work in practice.

"Left-wingers want high taxes" Err, no... Left-wingers want to tax the rich. They want to redistribute that wealth to the masses, and invest in public services, to improve the lives of regular folk. Right-wingers want to tax the poor. They want to give your money to the rich.

@trader1sz Surrey?

@_JoshSchafer $hood has entered the chat

BofA's research team did a deep dive on Kalshi. The weekly volume increase over the past year is eye popping. Also, Kalshi apparently has a 91% market share in U.S. prediction markets. Per BofA's work Crypto.com has a bigger slice of the pie than Polymarket.

@trader1sz Megeve?