Justin

Introducing Hanta Virus

Quick recap on some of our recent setups, in different layers of the same supercycle. Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Nailed the $AMD thesis shortly after, before the next leg up. $SNDK earnings (datacenter revenue +233% YoY) reaffirmed our AI infrastructure & data center thesis. We already knew where to position our capital. Leading into Neocloud... with $CBRS IPO and $DGXX's recent deal with them, it was an easy proxy - rallied from ~$4 to ~$9 before the classic "sell-the-news" volatility. I expect it to be very short-lived. With $SNDK, $AMD, and $CBRS reaffirming the supercycle, power has become one of the most overlooked layers (all these chips run inside data centers, all those data centers need massive amounts of power). $TLN and $CEG dominate the sector. Now the most asymmetric name in the same chain? In comes... $SLNH. Renewable power. Fundamental and asymmetric thesis has been explained in a separate post. Called it at ~$1 (currently still playing out and early IMO). It's the same process over and over again. Find the bottleneck, find the asymmetric setup, position before the market catches up. All of this was posted in real-time, using fundamental explanations and technicals for solid entries. Every single name has paid off heavily. Don't miss the next run.

BREAKING: Cuba has acquired more than 300 military drones and has begun discussing plans to attack the US base at Guantanamo Bay, US military vessels, and possibly Key West, Florida, per Axios. Details include: 1. The threat is being described as potential "pretext for US military action" 2. CIA Director John Ratcliffe traveled to Cuba on Thursday and warned officials against engaging in hostilities 3. More US sanctions against Cuba could be announced this week 4. US intelligence says Cuba has been acquiring attack drones of "varying capabilities" from Russia and Iran since 2023 Key West is just 90 miles north of Cuba.

He's getting gas. He swiped his card. Make him enter his zip code. Now his pin. Ask if he wants to apply for a credit card. Now ask if he wants a car wash. Now cancel the sale, hit him with "please see cashier"