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什么是命? 一件事让你做十遍,以你的性格,次次都是同一个结局,这就是你的命 什么是运? 明明按你的惯性会走小路,可是你偏偏走了大路,明明按你的脾气会放弃,可你偏偏忍住坚持了下来,跳出原本的结局,这就是你的运 命，是重复的死循环 运，是突然的急转弯 性格不改，命不改 性格一变，运立刻就变

@AnkComandante Soon 20

T1 Energy, formerly FREYR Battery. Changed its name and pivoted its business model in 2025. Started as a battery maker, then shifted strategy to solar panel manufacturing in the US. Ticker $TE, traded on NYSE. Why the attention? It was $5 a month ago, today $10.95. One-year return +864%. The reason was Q1 results. Revenue $177.6M, record quarterly gross margin, best EBITDA in company history. On top, the G2 Austin solar cell facility goes into production in Q4 2026, aiming for full vertical integration in the US. The thesis. The US government applies tariffs on Chinese solar panels, supports domestic manufacturing. T1 caught this tailwind. A long-term LNG supply agreement was also just announced, locking in energy costs. But the risk is big. The company still loses money, Q1 net loss $20M. Low float, high volatility. Buying a stock that ran 90% in a month from this level means forgetting the NVTS lesson. Not in my portfolio. The story is intriguing but I'm in the "wait for a pullback" camp at this level.

@IamRamenPanda 读懂了才不会卖飞，大部分波段赚钱

炒股票还有一个大忌，就是觉得自己牛逼，不看行业内的专业观点，自己去瞎分析 炒股票一定要读研报，一定要花很多钱买付费机构的研报，交叉对比不同机构的核心投资逻辑 光靠自己的感觉所以然也是偶尔会碰到牛股的。但和读懂了专业观点人的区别，你会卖飞，懂的人能拿到行业利润增长放缓为止

@spacanpanman I take it seriously,bro

$TE: T1 Energy is a $100 stock

@spacanpanman @TheStoicCapital chad！

@TheStoicCapital I'm mostly a buy and hold guy. I've owned $TE since the $1s after the Trina deal was announced. This was my energy play for AI ... so I'm going to see it through.

$TE: 🚨 CATALYST WATCH - I sized up my position further on the dip yesterday and this morning pre-market I believe T1 Energy could rally to $10-$15 within the next few weeks once it closes a strategic financing package that will fully fund Phase I of the G2_Austin solar cell fab. Other factors that will fuel the rally: ✅ T1 Energy expects to execute offtake agreements that could eclipse its entire G1_Dallas and G2_Austin production ✅ Short interest at all-time high of 26% or 45.3M shares as short sellers pressed heavily in anticipation of the Fuzzy Panda report which was widely shared amongst short sellers, however they did not foresee Situational Awareness becoming a large shareholder ✅Leo Aschenbrennar's Situational Awareness acquired 10M shares in Q1, becoming the 8th largest shareholder in T1 Energy bringing significant attention and awareness ✅T1 Energy represents the first and ONLY AI solar sector bet for Situational Awareness ✅ Leo started following T1 Energy's X account right after his position was disclosed on 5/18/26 ✅ T1 Energy is the ONLY public company Leo follows on X ✅ As the stock approaches $11.50, 24.6M public and private warrants come into play, which if exercised would raise an additional $283M of funding unlocking Phase II for G2_Austin credit: @pennycheck for great sleuth work that uncovered the social media nuggets

@FreedomMaxxing @TT_stocks_ Why not. Run to 10B is coded.

@TT_stocks_ Is this a long term hold or just planning to swing it to the 8-$10 range?

$TE new highs 🤫

$TE: I added today on the dip ZOOM OUT - Something to keep in mind as the US pursues energy sovereignty: Over many decades, China benefited immensely from technology transfers—both intentional and forced—from the US, Japan, South Korea, and Taiwan. Beijing perfected a strategic blueprint: trading short-term market access for long-term technology and know-how transfer. This systematic government process served as the primary engine for building its modern industrial and technological base over the past four decades. China's leadership position then enabled the systematic undercutting and ultimate destruction of US industry. Sometimes we forget that solar technology was invented right here in America. The Trump administration is pursuing a similar strategy to *bring back* sovereign production capabilities through policy and incentives, whether that's new semiconductor fabs or solar module/cell plants. Reverse technology transfer is the only way to kick start and revive key strategic industries. Smash & grab gotchas released right before the market open so you can cover your short ain't gonna cut it. If you want answers, stop being a pussy, pick up the phone and call the company. Pretty simple stuff here.

@hanking66 美联储大概率不会降息，cpi以及美股高位，说实在的，确实恐高了，一路狂飙的K也没有什么安全感，AI集体回调20%-30%反而才更有信心。特朗普访华结束感觉就是这一波行情的结束，接下来会回调。

我觉得各位这个阶段的要的不是鸡汤，而是风险提醒🤣

@hanking66 分析师有的看到190有的已经看到60了，都有道理，看190的觉得财报能落地增长，看60的觉得大基数增长困难，看市场怎么走了👀

为什么买PLTR？ 1.PLTR 财报好的惊人。增长迅猛，盈利能力强劲，现在的基本面看价格合理。 2.PLTR 有一个非常优秀的管理层，是个 gay。只要管理者是gay就不会差。 3.PLTR是美国散户国民股。人气爆棚。 4.看空 PLTR 的人，基本上都是认知有问题的，他根本不算软件股，妥妥ai加成盈利股。 5.也算是个国企吧。 6.第二点我是开玩笑的，但是创始人真的很厉害。彼得蒂尔是个天才。 Buy the dip，长期持有，Discord在个人资料。

@SleepNotPayTax 网友在调侃买美股赚钱是开了账户，炒币赚钱是看宏观，看K图每日钻研还是亏

“币怎么炒比较好” 一开始就错了

@0x_Top1 @binancezh 这个我也考虑了很久，但是何一也说过，币安只是提供一个入口并不是他们的产品，抛开币安严格来说目前大家链上买的不能算是真正的“股票”类别，更像meme，但是作为币圈人更希望以后大家都能用币买股

币安买美股也有分红啊 @binancezh 币圈人不用跑去开通传统证券账户 币安直接买就好了，省事也放心。 📌唯一注意的是：币安钱包 → 邀请奖励 → 填专属邀请码“V10086” （最高80%返现） 🆓对比手续费，也比传统券商便宜。

@Rone57133211 @W0LF0FCRYPT0 ethereum:0xc77867d630dbe567d219a86fddbe7ef1f0670fdc

@W0LF0FCRYPT0 Community is everything man. These listings are overrated. Join the $ALIENS and you will understand. Nonstop grind. x.com/i/status/20522…

USDUC is already down almost 50% less than 48 hours after being listed on binance A binance listing is not just as bullish as it used to be 💔 Crazy times.

@Astroniix__ @Mistonchain $ALIENS

@Mistonchain Good morning Mr. Mist, ethereum:0xc77867d630dbe567d219a86fddbe7ef1f0670fdc looking primed for a massive ETH season run,OG CA on ETH, 100M+ feels inevitable

Good Morning What are we trading?

@sakakimay1995 长期主义

唉 我真的好惨 拿住真下班了 第一波洗盘太猛了 感觉就是第一波全是国人都没啥信仰 然后走了第二波被神庄接了

@sshen90 跟了一点，感觉角度挺多的，让我想起了之前BONK的useless无用币，这个也有点那种嘲讽纸手的ticker，useless是越涨越“有用”，长期主义是越涨越“长期”，加上又是表哥的有二次回复预期☑️，这种如果起来了上币组也能舔到大表哥同时还能宣传一波币安的长期主义，有点机会，跟了一手怕踏空

干了点表哥提到的长期主义，bsc链沉寂很久了，同样好久没出过金狗了 这个长期主义看这走势就要拉盘节奏，买点放着以防万一 我们的宗旨是：大胆干，早点赚，想干就干，早干早赚！ 0x5a10aaa4f80c383d696141abd028157d9dbf4444 方总tg粉丝群👉：t.me/QIMINGBTC

@feibo03 新盘才玩的动，老盘全是埋伏3个人5个人就拿了20%的盘不可能有庄进去年人造牛市被你赚麻了，今年人造牛市你带头搞出拿到100m的标

现在的bsc有点像sol了，都认新盘，不是玩og

@hakuro13579 我看推都是看空它的预期，反一反，别墅靠大海😂

$WLFI 开始起诉孙哥了 可能会迎来一波战队WLFI的情绪。 这么有底气，多一下吧。

@CryptoDevinL 简单说怎么感觉就是个形式创新的双币模型，就是哈希-创造图片😂 尤其是按照未来理论如果图片进化 升级 什么的产生了价值那就更落实双币模型了 通过图的升值反向喂主币 这在币圈都玩烂了东西了😅

很多人把 ERC-404 跟 Uniswap v4 hook 混在一起講 但其實它們是兩個完全不同的問題 ERC-404 在做的是資產設計 只是把 NFT 包裝進 token 你持有 token = 對應 NFT 買 token → NFT 出現 賣 token→ NFT 消失 本質：變成可分割資產 Uniswap v4 hook 在做的是行為設計 是插在交易裡的邏輯層 你做了什麼系統怎麼回應你 如果 hook + uPeg 模型進化，未來理論上可以做到： mc 達標 → 全部 NFT 進化 鑽石手 → 你的 NFT 升級 大戶進場 → 觸發稀有圖（Whale Signal） 最近主網 NFT 有一點復甦跡象 加上圈內長期以來一直沒有新的創新 買了一點 uPEG 鼓勵創新

@0xldb 近俩年内目前跑出来的只有Virtuals

很多人在骂four平台增加了币安人生交易对，是分流行为。对此，我的理解是： 1，之前增加usd1底池，是为了增加usd1的采用率，向白宫示好。 2，现在增加币安人生底池，自然是为了给币安人生赋能，关于这一点，我在去年建设币安人生的时候，就说过这个话题，这是对币安人生最好的赋能，长期变通缩，并增加用例。 3，这样做之后，对战壕不好，对pvp和内盘不好。但是这是好事啊，让狗鲸无法形成合力呀，以后垃圾土狗就在50k互相浇，狗鲸之间互相割。优质金狗最终会跑出来。 总之，毋庸置疑，这一举措是对币安人生的极度利好，也能避免币安人生成为圣诞树。 如果能够运作的好，币安人生能够成为长期的主币，那就厉害了，就会成为主流币。不过这条路很难走，之前OKB、GT交易对，很多也没做起来。 但是机会是有的。 同时，这更是对中文meme的长期利好，想象一下，币圈终于有中文做主币啦，而不仅仅是ETH、USDT、BNB。没准以后会有“共建/币安人生”交易对。 大事件。