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Commented On: $NBIS, $ULCC, $CLVT, $HIVE, $QUBT, $VRNS, $RGTI, $QBTS, $ABCL, $GLXY, $BBAI, $MSTR, $SGML
Before you bid, consult the Ledger.
open.substack.com/pub/thealphale…
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The Alpha Ledger
1.1K posts
The Alpha Ledger
@thealphaledger
Nightly momentum trading setups. Structurally vetted, liquid, conviction ranked for the next session. Education only. Not advice.
Texas Katılım Nisan 2025
70 Takip Edilen203 Takipçiler
$VRT could see +$350 this month, which is near current PT consensus. I wouldn't be surprised to see more upgrades this month. I see quite a few out dated PTs for a stock that is clearly high quality growth.
Before you bid, consult the Ledger.
Follow: @thealphaledger
Bilaal- BD investing@bdinvestingg
The boring AI infrastructure stack nobody talks about 💡 $FIX — installs HVAC in data centers. No cool air, no compute. $VST — Texas power plants that never sleep. AI signs directly with them. $VRT — liquid cooling inside every hyperscaler. NVDA ships GPUs, VRT ships everything around them. $ETN — moves power from grid to chip. Data center backlog up 200% YoY. $PWR — wires the grid to the data center. $44B backlog. Building AI’s foundation. $ENS — UPS batteries keeping data centers online when the grid blinks. $BWX — builds nuclear reactors. Microreactor play for behind-the-meter AI power. Picks → shovels → wires → cooling → backup. Every layer has a winner.
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$HIVE is really showing healthy momentum on the daily timeframe. Looking at the weekly chart shows that $4 is quite reasonable and is actually under the consensus PT.
Before you bid, consult the Ledger.
Follow: @thealphaledger
HIVE Digital Technologies@HIVEDigitalTech
SPOTTED: Executive Chairman @bulldogholmes. 2026 @WeissRatings Investment Summit. Main stage. Thesis: electricity in. Bitcoin and AI revenue out. One infrastructure. Two revenue engines. $HIVE
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The Alpha Ledger retweetledi
Sharing my latest update.
ben1148x2.substack.com/p/credit-expan…
I have a ton of individual chart opportunities, update to our market timing signals, and focus on trend in global liquidity.
$SPY $BTC $DBC $GLD $DBA $ADM $NVDA $AAPL $QCOM $FTNT $CIBR $NTAP $JCI $EEM $SCHD $CE $AROC $CPER $DBB $CF $CANE $NIKL $LIT
Ben 1148x2@Ben1148x2
Tonight's update is out. ben1148x2.substack.com/p/structural-s… I cover bullish reversals in the timing indicators, where I'm optimistic vs pessimistic, and several tactical opportunities. $GOOGL $C $TT $CENX $FIX $GLW $SBS
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The Alpha Ledger retweetledi
Cotton with a very strong breakout. Commercials are net long and producers net short.
Drought conditions are likely to be a tailwind for price.
Analogics@HowCanIKelp
Percentage of US Cotton growing land located in at least moderate drought is at an all-time high $CT @MacroMicroMe
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The Alpha Ledger retweetledi
The Alpha Ledger retweetledi
Wish I listened to Server more. He is a ninja. Not even sure why he emailed me this. I think he felt sorry for me. I know we worked on that inventory model very hard during that DD.
Alex@positive_gains
I cannot believe he did not update his timeline. I told him we are very weak and it is so over when I emailed him back. I told him to chew on that all weekend.
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The Alpha Ledger retweetledi
@TheJustinFur Someone asked the person that presented it at last years cycle conference if the energy utilities paid attention to it, and it turned out that his presentation was based studies that energy utilities had hired him to perform.
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Man I remember when @Ben1148x2 was talking about the cycles events and mentioned how some traders look at solar flares to trade energy.
At first I was like hmm isn’t that a bit “woo-woo” and he then explained how there’s layer of science attached to it with the idea that when the sun emits massive burst of energy, it could create a geomagnetic storm that can stress power grids, and with power shortages the price in electricity can increase.
Truly blew my mind. Something about how everything connects is just fascinating.
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The Alpha Ledger retweetledi
$XRX weekly candle is hard to ignore. Volume exploded, RSI reclaimed the midline, and price just cleared the 8 and 21 EMA for the first time in a while. But this looks like a real attempt to reset the trend.
Before you bid, consult the Ledger.
Follow: @thealphaledger
Abu Aws@abuaws21
$XRX حقق 2.53 ربح 15٪
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$RBLX got smoked, but this is where it starts getting interesting. $32.20 could be a good entry.
Sales are still growing, next 5Y EPS growth is projected near 19%, but not profitable yet, so it is still messy.
Before you bid, consult the Ledger.
Follow: @thealphaledger
Easy@NotSoEasyMoney
Am i dumb for wanting to buy this with size n sit on it for a few years? Feel like $RBLX as a company just has such a larger user base, that at some point... the data alone is worth more than anything else. It is at a 33B marketcap, which ya thats concerning. But dog wif hat was 1/11th of it, and all we did was get a picture... of a dog in a hat... They've beat earnings the last 3 quarters. People are spending more time online. They are conscious of the userbase being younger and trying to tailor to an older audience. Idk, prolly gonna start to nibble on shares.
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$FIVN Agreed, $30 and even $50 are reasonable given the annual fib pivots.
New 52 week highs, around another 30% from close, certainly seem possible.
Follow: @thealphaledger
DaRazor@akramsrazor
$fivn going back to 30 if u guys wanna play this game
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