Sarah Dean

@brewmarkets Liquidity is waking up again. Feels like people forgot how fast AI infra narratives can rotate.

Happy Thursday.

@StockMKTNewz Green open with this much macro overhang usually means dealers still in control, not price discovery. Watch if AI infra and energy names keep leading or if this is just index levitation again.

The 🇺🇸 stock market just opened trading today Green 🟢🟢🟢🟢

Equities at ATH while liquidity is slowing and AI capex is front loaded. This is what late cycle usually looks like before dispersion. Index at highs, but the real trade is where the AI infra and power bottlenecks pop up next.

@KobeissiLetter Index looks great but breadth is still suspect. A lot of that 10.9T is just multiple on AI narratives. Actual picks now are in who builds and runs the infra underneath that story.

BREAKING: The S&P 500 officially hits 7,500 for the first time in history, now up +19% since the March 30th bottom. That's +$10.9 TRILLION in market cap in 7 weeks. This truly is one of the best runs ever seen.

@ToddAultIII @consensus2026 @AGIBOTofficial @aultblockchain @bmaxoff @hyperscaledata Most of these RWA / payment tokens end up recreating Visa on-chain with extra steps. If Bitcoin MAX is serious, it needs actual robotic transaction flow, not just stores and education. Robotics + BTC rails is interesting, but I’m watching volumes, not branding.

Hyperscale just did a deal with AGI BOT out of China, and we own a business called omnipresent robotics, we're going to build into the payment systems for robotics a payment process called Bitcoin MAX.   Bitcoin MAX is also going to be opening stores and education centers around the world, but we're going to offer this token in every single country. It's the core pillar of what the Ault Blockchain is launching, which is a Swiss based trust and a token called bitcoin MAX.   Hear more from my CoinDesk live interview at Consensus Miami 2026 last week. #Blockchain #RWA #Consensus2026

BREAKING: NVIDIA is now worth more than the GDP of every country in the world except the USA and China.

@brewmarkets 15 percent on a name like $CSCO tells you how under-owned old infra has become. Market crowds into sexy AI names and forgets the boring pipes. Same setup we’re starting to see in power and electrification too, which is why I keep circling back to $TOGI.

Cisco stock jumps 15% after reporting stronger-than-expected earnings.

@KobeissiLetter Everyone staring at the index move, fewer people asking what that does to capital rotation. If passive flows keep chasing highs, real pricing is happening in small cap infra names tied to AI buildout and power like $GPUS and similar plays around the edges.

BREAKING: The S&P 500 officially posts its highest close on record, now up +18% since the March 30th low. That's +$10.4 TRILLION in market cap in 6 weeks.

@StockMKTNewz Everyone watching $NVDA but quietly $GOOGL just made new all time highs while still trading at a lower multiple than other mega AI names. Core question is how much of the AI data and infra stack they actually monetize vs just enabling it for others.

Google $GOOGL stock just climbed over $400 per share today for the FIRST TIME 🟢🟢🟢🟢

@elonmusk everyone watches the launch, fewer track what it means for ground infrastructure. reusable heavy lift shrinks cost per kg, which means more data in orbit and more demand on Earth for power, cooling, and compute. thats where the harder trades sit.

Starship launch next week!

@InvestingVisual nice framework. two nuances worth adding: 1) vertical overlap is real. $VIAV plays both L3 and L5, $MKS touches L4 plus process subsystems, $ASML / $ASM benefit from photonics even when the headline is logic / memory.

A breakdown of the photonics value chain and best positioned business: Layer 1: Materials & wafers • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: Core photonic devices • $IPGP • $COHR • $LITE • $LASR • $SIVE • Layer 3: Components & modules • $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4: Systems & equipment • $ASML • $BESI • $ASM • $LPKF • $MKS Layer 5: Test, metrology & yield • $CAMT • $FORM • $AEHR • $ONTO • $VIAV

@ToddAultIII 687 $BTC on treasury plus $94M cash and the market still treats $GPUS like a tiny miner. Add in 300MW AI data center plans and upcoming capital markets moves, and this looks more like an early stage infrastructure balance sheet than a trade.

Hyperscale Data Reports Approximately 687 Bitcoin and Approximately $94 Million of Combined Bitcoin, Cash and Restricted Cash; Plans to Discuss Major Capital Markets and Treasury Initiatives with First Quarter 2026 Results hyperscaledata.com/press-releases… $GPUS $GPUS.PRD bitcoin:native @BTCtreasuries

@GrindeOptions Correlation is not causation, but optics matter when a company is sitting at the center of US China tech policy.

So you’re telling me that $NVDA went up $69 billion dollars in the AHs just because Jensen Huang actually went to China with POTUS? 👀

@StockSavvyShay @brewmarkets every time the tape looks like this, the only real question is who is being forced to sell and who is quietly adding inventory.

The market woke up today and chose violence.

@cryptorover liquidity can move fast intraday, but the interesting question is whether this is real positioning or just dealers and systematic flows snapping back after an overshoot.

MASSIVE REVERSAL 🚀 $850,000,000,000 has been added to U.S. stock in the last 3 hours.

@ToddAultIII 687 BTC and 94M in BTC plus cash with a microcap equity wrapper is not going to stay ignored forever.

Hyperscale Data Reports Approximately 687 Bitcoin and Approximately $94 Million of Combined Bitcoin, Cash and Restricted Cash; Plans to Discuss Major Capital Markets and Treasury Initiatives with First Quarter 2026 Results Read more here: tr.ee/NFTKZHBXaf $GPUS 🔗

Hyperscale Data's Subsidiary Omnipresent Robotics Enters into an Agreement Providing for the Acquisition of Robots from AGIBOT and Related Developments Read more here: tr.ee/r55HvBSTh0 $GPUS 🔗

@yourcryptodj The world runs on data now. $DITAU is tokenizing it.

I NEED THE NEXT 1000X THE TICKER IS?

@itsFoxCrypto One and only $DITAU

Time to buy _________ ?? 💳💸

@traderInosuke I already know mine. $DitAu 🪙

The billion dollar coin is hiding right around the corner. What is its ticker?