a guy

@graddhytrading I appreciate it. Thank you!

@graddhytrading Is the stop on Oklo 71.54?

@InTheAssembly @NoLimitGains The 13F is public

The 25 year old who turned $225 million into $5.5 billion in 12 months is quietly building a position in a stock almost NOBODY is talking about. Leopold Aschenbrenner is the former OpenAI researcher who launched Situational Awareness LP in September 2024. His fund returned 47% after fees in the first half of 2025. His thesis is simple: AI will be the largest infrastructure buildout in human history, and the market has not priced it in. In his most recent 13F he kept adding to one specific name quarter after quarter. Hut 8. He increased his position by 43% in Q4 2025 alone. This is one of his most asymmetric setups right now. Hut 8 has quietly locked in two of the largest AI infrastructure contracts in the country. A 15 year, $7 billion lease at its Louisiana campus with Anthropic as the end customer and Google as the financial backstop. A second 15 year, $9.8 billion lease just announced this week at its Texas campus with an investment grade tenant. Combined base term contracts: $16.8 billion. If all renewal options are exercised: over $42 billion. The entire market cap of Hut 8 today is a fraction of that. The company also holds over 16,000 Bitcoin and a $200 million credit facility at a fixed 7% rate. That’s rare optionality on the side. When he discloses his new trades, we will share them here. Turn on notifications so you don’t miss our alert, this is VERY important. If you don’t follow us, you might regret it.

The uranium & nuclear stock squeeze is coming. There will be signs ;) $LEU $XE $SMR $OKLO $UEC $UUUU $NNE

@graddhytrading @pEwnOy202261 If these are buys, where are you putting stops?

@RoarkTradingCo Thank you for that and agreed. Until I can break through, I don’t believe it will reapproach high in the short term. What are your thoughts?

@retirement4DILF Watching this one too. Good push off a key weekly level. Keeps getting rejected at the volume weighted average from the peak.

@jordan_ross_8F Morning! Hermes. Any help is appreciated

The agency owners who figure out Hermes in the next 90 days are going to look like geniuses in 2027. The problem is most agency owners don't have time to figure out the install, where to start, or what to actually hand it first. So my team built an 83-page playbook that does it for you. Inside: — The 5 daily prompts that turn it into a second brain — Plain English setup for Mac, Linux, and Android — How to lock it down without torching client data — 8 copy-paste workflows across reporting, outreach, sales, and ops — The cron trick that drops token spend by 90% Your competitors are sleeping on this. Comment HERMES and I'll send it.

@graddhytrading Hi @graddhytrading could you please update this? Oklo has ripped in April but would like your thoughts/updated chart. Thank you!

@Teknium Yes but carefully

Should we merge this? ^_^

Just doing some light reading on Tax Day...

@KobeissiLetter END THE FED ALREADY

BREAKING: US M2 money supply jumped +4.8% YoY in February, to a record $22.6 trillion, marking the 24th consecutive monthly increase. Money supply is now ~$700 billion above the March 2022 peak. Since the 2020 pandemic, M2 has surged +$7.1 trillion, or roughly +$1.2 trillion per year. Since 2000, money in circulation has grown at an average annual rate of +6.2%. The US Dollar is losing purchasing power at a historic pace.

@dylamug @esaagar Doesn’t matter. Israel already violated the agreement. Trump and Vance incompetence and inability to control a state the size of New Jersey on full display.

@retirement4DILF @esaagar "allegedly" doing a lot of heavy lifting here. Trump and Vance confirmed that was not the case.

Yesterday the VP said Iran would be stupid to blow up the ceasefire over Lebanon Well what does it say about the US that we're willing to blow up the global economy over Israel's desire to ethnically cleanse and annex half of Lebanon?

@dylamug @esaagar It was one of the 10 points that was allegedly agreed-upon and immediately violated as the United States is a client state of Israel and Israel is committing genocide. Pretty straightforward.

@esaagar I thought the ceasefire was between US-Israel and Iran? What does Lebanon have to do with it?

@KobeissiLetter POS

BREAKING: President Trump appears to move the "48 hour deadline" on Iran back to Tuesday at 8 PM ET, 34 hours after the initial deadline.

Hermes up and running. lets see how this goes

🚨HOLY SHIT !!!!! Israeli politician Yitzik Kroizer says killing Palestinian children is normal if it supports the IDF mission. He adds there are no innocent children in the West Bank. Repost this. Please I beg you

‘We can’t invest in America because we’re fighting wars’ is literally the opposite of what he ran on. Biggest scam in modern political history, hands down.

This was an antisemitic conspiracy theory yesterday

Pleaseeee be true