Critic Bro

@EquityBrian other than JD in the past year or so, have you ever acknowledged having a pick that turned out to be wrong or bad?

@cronosbro Honestly I think $CSU is more attractive than $BIDU here… I get the sense you have limited knowledge of the company (meaning CSU).

Wrote up $BIDU about a year ago when it was stupid cheap and nobody cared. Stock’s nearly doubled since. I think there’s still a lot more here, especially on the chip side. coughlincap.com/p/baidu-is-und…

@EquityBrian what turning point?

Big week ahead for China Tech. $BABA and $TCEHY both report Wednesday, then Trump lands in Beijing the next day. Could be a turning point for the whole China book. coughlincap.com/p/a-big-week-f…

@EquityBrian not everyone lol

Everyone wants the “next great AI winner” until it’s cheap, hated, and listed in China. $BABA

@EquityBrian definitely a better pick than csu foe sure

I tried to keep the chip revenue estimates pretty grounded here. Even with that, the ramp is starting to get pretty hard to dismiss. $BIDU

@EquityBrian huh

Nothing ever happens…

@usduc_official versus usduc that has plunged into value

us watching another stablecoin depeg

@MilkRoadAI and jup, jto, ldo, ena, tia before their big dumps

We called Nebius, Credo, Bloom Energy, AAOI, and AMD before their big run ups. Don’t miss the next one, come join us for just a $1. milkroad.com/pro/?utm_mediu…

Cathie Wood just flagged the sleeper trade inside the AI boom that most people are completely missing. Everyone has been chasing GPUs. Nvidia, the data center buildout, the chip arms race. That trade has been obvious for two years. But OpenAI's CFO Sarah Fryer said something quite different: people are going to be really shocked by how agentic AI activates CPUs. Right now, for every CPU in an AI workload, there are 4 to 5 GPUs. That's the current ratio. Wood thinks that ratio is going to 1 to 1. Think about what that means. AI inference at scale, agents running autonomously, pipelines executing tasks across systems. The compute mix shifts dramatically away from pure GPU dominance. CPUs become a first-class citizen in the AI stack. Cathie called it going "back to the future." Intel has taken off. Flex (formerly Flextronics) is booming. Stocks that were giants in the dot-com bubble are resurging because the underlying demand for their products is real again. The GPU trade made sense at the training stage. You need massive parallel compute to train frontier models. But agentic AI runs differently. Agents are constantly orchestrating, reasoning, calling APIs, executing workflows. That workload looks a lot more like traditional computing. And traditional computing runs on CPUs. If Cathie Wood is right about the ratio collapsing to 1:1, the CPU demand signal embedded in the AI buildout is orders of magnitude larger than the market is currently pricing.

@theballzgame scam

Got Ballz? Get tapping! drop. bounce. win! The leaderboard awaits your best. ✨

@usduc_official but usduc price has dumped whereas usdc and usdt have remained stable

when you buy a stablecoin you think you’re buying safety you’re actually buying exposure to us debt, two censorable private companies, and the hope that nothing stressful happens we named ours unstable and we’re the honest ones

@Retailer1041 @EquityBrian as much as i disagree with most of brian's picks, what you said is rubbing salt in people's wounds. distasteful

@EquityBrian Cry more loser. I have been riding on semi related stonks at the current moment. Oh, you had the chance to ride $PLTR wasn't it but you missed it due to its overvaluation.🤡

The hardest part of a bubble is watching idiots make more money than you

@EquityBrian what top for kweb

Blow-off top, here we come.

@MilkRoadAI and jup, jto, ldo, ena, tia before their big dumps

We called Nebius, Credo, Bloom Energy, AAOI, and AMD before their big run ups. Don’t miss the next one, come join us for just a $1. milkroad.com/pro/?utm_mediu…

Micron is extremely undervalued and what just happened at their Virginia factory is the clearest proof yet (Save this). This week, Micron began manufacturing 1-alpha DRAM at its Manassas, Virginia facility making it the most advanced memory technology ever produced on US soil. Until now, this level of memory technology was manufactured exclusively in Asia. The Virginia expansion will quadruple Micron's DDR4 wafer output at the site and is part of Micron's broader $200 billion US investment plan the largest semiconductor manufacturing commitment ever made by an American company, backed by $6.5 billion in CHIPS Act funding and expected to create 90,000 jobs across Idaho, New York, and Virginia. Now listen to what the CEO is actually saying, because it connects directly to why this matters so much right now. CEO Sanjay Mehrotra has been explicit that AI is still in the first innings and that memory is the binding constraint on how fast the entire AI economy can grow. Every inference run generates tokens, and every token consumes memory bandwidth to process. As AI agents proliferate, as inference scales, as every company deploys AI powered products, the demand for high-speed memory compounds and the supply cannot keep up. Micron has said the shortage is unprecedented, that HBM is fully booked, and that AI demand for DRAM and NAND could surpass 50% of the industry's entire total addressable market this year alone up from essentially nothing five years ago. The company has even exited its consumer memory brand entirely, walking away from the retail market to prioritize Nvidia, hyperscalers, and AI infrastructure customers. The stock still trades at a fraction of the valuation that semiconductor companies with comparable growth profiles typically command because the memory sector has historically been treated as a commodity business subject to brutal boom and bust cycles. What Mehrotra is arguing and what the evidence now supports is that the structural shift driven by AI has permanently changed that equation. Our analysts made a huge call on Micron Technology early, and Milk Road Pro members are now up massively because of it. Go Pro and see what our analysts are buying before the rest of the market catches on. Link in bio/below.

@MilkRoadAI and jup, jto, ldo, ena, tia before their big dumps

We called Nebius, Credo, Bloom Energy, AAOI, and AMD before their big run ups. Don’t miss the next one, come join us for just a $1. milkroad.com/pro/?utm_mediu…

@EquityBrian folly

$FOUR

@MilkRoadAI and jup, jto, ldo, ena, tia before their big dumps

We called Nebius, Credo, Bloom Energy, AAOI, and AMD before their big run ups. Don’t miss the next one, come join us for just a $1. milkroad.com/pro/?utm_mediu…

Bloom Energy is one of the most interesting AI infrastructure plays most people still haven't fully priced in (Save this). Jensen Huang has been saying that we need 1,000 times more energy for compute than we currently produce and he wouldn't be surprised if that estimate is off by another order of magnitude in either direction. AI computing is not like traditional computing, which was on-demand, you opened an app, it ran, it stopped. The new paradigm is what Jensen calls generational computing that is continuous models that are perpetually awake, perpetually processing, perpetually aware. That kind of workload requires power that never stops, and the grid was not built for it. Bloom Energy is the company that has built the most compelling solution to that problem and the numbers are starting to reflect it. In Q1 2026, Bloom posted $751 million in revenue, a 130% increase year over year. Product revenue alone grew 208% in a single quarter. The company subsequently raised its full-year 2026 guidance to between $3.4 billion and $3.8 billion representing approximately 80% revenue growth for the year. The stock has risen 1,231% over the past twelve months and is up more than 130% year to date. The reason the business is accelerating so fast is that Bloom solves the single biggest problem in data center development right now getting power, fast. A traditional grid connection for a large data center takes two to five years to negotiate, permit, and build. Bloom can deploy its fuel cell systems in as little as 90 days, scaled from 20 megawatts up to 500 megawatts, operating at up to 99.999% availability higher reliability than the grid itself, with no dependency on utility interconnection timelines. The contracts reflect the scale of that demand. Bloom has signed a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management, positioning the company as the preferred onsite power provider across Brookfield's $1 trillion infrastructure portfolio. Oracle has committed to procure up to 2.8 gigawatts of Bloom's fuel cell systems, with 1.2 gigawatts already under contract. Equinix, CoreWeave, and AEP which supplies power to Amazon Web Services are also active customers. And this week, a supplier to Bloom won what it described as the largest single contract in its company's history to manufacture switchgear supporting a large-scale AI data center project. The longer-term production buildout confirms that this is not a short-term spike and Bloom is on track to double its annual production capacity to 2 gigawatts by the end of 2026, with further scaling planned beyond that. Meanwhile, the company's own research shows that approximately 30% of all data center sites are expected to rely on some form of onsite power as a primary energy source by 2030, a market that barely existed three years ago. Our Milk Road Pro analyst called Bloom Energy early and the thesis has played out almost exactly as outlined. The core insight was simple, the AI energy bottleneck was going to be just as big an investment opportunity as the chip bottleneck, and Bloom was the most direct way to own the infrastructure layer that makes AI data centers actually possible to build and operate. That thesis still has a long runway ahead. If you want to get access to calls like this before they become obvious come join Milk Road. Link below/in bio

@EquityBrian meanwhile kweb forms new 1 year lows

It ain’t over till the fat lady sings (or until memory pricing rolls over for like 5 minutes)

@CM_X_CM @ClassoverIR easy for you to say if you didnt buy previously. i averaged down and am 99.5% wiped up w kidz

@cronosbro @ClassoverIR And now they have 100 mill in equity to purchase AI computing power GPus and Neoclouds. 4mill marketcap with 100 mill in equity presents a extremely good investment opportunity. Here is what the 3 fair valuation models are calculating.

Classover $KIDZ has entered into a $100M equity purchase facility agreement and announced its expansion into AI compute infrastructure and cloud services platforms. $KIDZ #AI #AIInfrastructure #GPU #CloudComputing #EnterpriseAI

@Innerdevcrypto What's the brief thesis behind leu sir?

Investment List Update: - recent stock additions of robostrategy (BOT), humanoid robot investments; vertiv (VRT), data-center cooling; Redwire corporation (RDW), space. - crypto addition: Hyperliquid (hype) Important: make decision on your own feeling, own long term plan, take responsibility for your own decisions From big to small: Bitcoin Tesla USDT & USDC Alphabet (GOOG) USDT on exchange to trade Farmland Gold physical coins Hyperliquid (Hype) Centrus Energy Corp - Class A (LEU) Eco-farm 1 Global X Copper Miners ETF (COPX) Planet Labs PBC (PL) iShares Copper and Metals (ICOP) Robostrategy (BOT) Rocket Lab Corp (RKLB) Redwire Corporation (RDW) Vertiv (VRT) Silver physical coins AST SpaceMobile Inc (ASTS) Eco-farm/House 2 abrdn Physical Platinum Shares (PPLT) Global X Uranium ETF (URA) USA Rare Earth Inc (USAR) Energy Fuels Inc (UUUU) Cash positions - Swiss Franc Cash position - Dollar Cash position - Euro Trucking Business Bulls for re-sell and meat Old comic books Wood to buy & re-sell

@EquityBrian why not? i mean it's better than four cpng race nnt csu