Jaaidev

@aleabitoreddit WHAT'S NEXT WHAT'S NEXT WHAT'S NEXT BOSS!! :D thank you so much by the way. been following you since March and have been up 200%++

It’s been officially 3 months since I posted my $SIVE long thesis back at 4 SEK. This idea is now up ~1900%… With many US institutions from JPM to Fidelity only recently entering positions. Probably my 2nd greatest thesis of all time after $AXTI. Did you listen anon?

@aleabitoreddit So well deserved!

I now am the #1 most subscribed to account on the entire X platform! After overtaking Elon Musk today. Thank you everyone for helping me achieve my goal.

@Sam_Badawi Its HPE bro, not HPQ.

The first of MANY racks to be delivered through 2030. Here are the biggest BENEFICIARIES 50% GPUs - $NVDA 25% Memory (HBM4 + LPDDR5X) $MU, Samsung, SK hynix 10% Networking & Interconnect $ANET, $MRVL, $AVGO, $CIEN 7% Power & Liquid Cooling $VRT, $ETN, $PWR, $MOD 5% Server Integration & Rack Assembly $DELL, $SMCI, $HPQ 3% Advanced Packaging & Optics $TSM, $AMKR, $LITE, $COHR, $AAOI

@TheStoicCapital @T1Energy They’re not the only fully vertically integrated US manufacturer. Simple search could’ve disproved this. BLOCKED.

Leopold bought $TE, but what does @T1Energy do? $TE is the only fully vertically integrated US solar manufacturer. They don't just sell panels. They make them from silicon to finished module -> entirely on American soil. What they're building: G1_Dallas — live and running G2_Austin — 2.1GW fab under construction, first production Q4 2026 Q1 2026 earnings: Revenue: $177.6M -> up 232% YoY EBITDA: $9.1M ->record, was -$4M last year EPS: +$0.01 ->first profitable quarter, was -$0.14 est Why it matters right now: 100% of 2027-2028 production capacity already spoken for by customers $285M financing package for G2 — bear case officially dead Section 232 ruling incoming — positions T1 as the primary beneficiary of US solar tariffs Why Leopold bought: AGI needs electrons. Electrons need solar. Solar needs domestic manufacturing. $TE is the only company that can actually deliver that at scale on US soil. He bought 10 million shares at $5.67. Down 15% on the year when he pulled the trigger. That's what conviction looks like.

@bdinvestingg Nothing boring about how the stock prices have skyrocketed

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.

@kevinxu @BitcoinAIGuy @Mario20253035 we understand that NBIS is a better stock.

@BitcoinAIGuy @Mario20253035 few understand

$IREN short interest is rising The squeeze to $50 could easily happen this week… but $50 isn’t the ceiling…. If we get some major news, I have no doubt $100-$120 is next

@aleabitoreddit I doubled down with METU and MSFU

Thank you $MSFT and $META. The selloff overreaction presented a buying opportunity when: -> Microsoft hit $360 and Meta hit $525. You didn’t need to time the exact bottom. But the recovery probably minted generational wealth to many. Did you end up taking positions?

@aleabitoreddit I subscribed because I felt guilty getting alpha from you and not returning anything. You're probably the most credible one out there on X right now. I can only say- thank you, sincerely.

Woah 9200 paid subscribers… I’m super humbled, thank you everyone! Im glad a lot of people found my thought process on random names from $JBL to $ALRIB helpful for $1!

@KobeissiLetter @grok fact check this

BREAKING: The US and Israel have struck new Iranian energy facilities including a natural gas pipeline belonging to an Iranian power plant in Khorramshahr. Brent oil prices are pushing above $100/barrel.

@KobeissiLetter @Selkis_2028 Why do you not post any sources?

BREAKING: Iran issues a statement DENYING President Trump's post which claimed the US and Iran have had "productive conversations" to end the Iran War: Iran says: 1. "There has been no indirect or direct contact with President Trump" 2. President Trump is trying to "buy time" in the Iran War 3. President Trump "withdrew" from power plant strikes after Iran's "firm warning" 4. President Trump's comments are "psychological warfare" 5. "Hormuz will not return to pre-war conditions as long as psychological warfare continues" Iran has entirely denied all of President Trump's claims.

@TomLeeTracker Err excuse me you idiot, NVDA MSFT AMZN SOFTBANK all have stakes in OpenAI too, not just ORBS

JUST IN: TOM LEE AND BITMINE $BMNR INVESTED ANOTHER $80M INTO $ORBS SO IT CAN BUY A STAKE IN OPENAI ... Here is Bitmine's updated holdings - 4,595,562 Ethereum $ETH up from 4.53M ETH on March 9th - 196 Bitcoin $BTC - $1.2B Million of unencumbered cash - $200 Million stake in Beast Industries - $83M stake in Eightco Bitmine increased its investment into Eightco $ORBS by $80M to support ORBS $50M purchase of OpenAI equity ... ORBS is now the only publicly listed equity in the world to give investor direct exposure to OpenAI Bitmine acquired 5,000 ETH from the Ethereum Foundation (EF) to enable EF to fund its core operations

@milesdeutscher So basically a paraphrased copied version of Ark Invest research paper lol

realizing you just found the most important AI article you'll read all month, and your competition will skip it to doom scroll. (you're about to make generational wealth while they're asleep)

@BlackPantherCap Blocking you because clearly you’re a charlatan.

🚨PREPARE FOR A -20% MARKET DROP: Everyone thinks the Iran conflict is an oil story. It’s not. Let me explain what this is really about. The Strait of Hormuz has been closed for 8 days. Markets are focused on crude prices. That’s the wrong variable. The real cascade nobody’s mapping: 92% of the world’s sulfur comes from refining oil and gas. Close Hormuz, you don’t just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical. One feedstock. One 21-nautical-mile chokepoint. It gets worse. Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves. $TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid. No gas → no power → no chips. Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen. Sulfur. Semiconductors. Food. Three supply chains. One chokepoint. Zero domestic alternatives at scale. The economic math from here: Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real. S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%. Market is currently pricing a 4-week conflict duration. If this extends? 15-20% drawdown. What I’m watching: The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion. The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently. China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone. Now Beijing is forced into costlier alternatives while already under U.S. economic pressure. This isn’t about oil. Oil is just the vector. The real targets are the supply chains that run through it. How I’m positioning into this: If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks: > $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom) > $IREN, -20 to -30% (rising energy costs crushing margins) > $CIFR, 15-20% (rising energy costs crushing margins) > $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard) > $RKLB, -10% to 25% (higher yields compressing aerospace valuations) > $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit) > $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside) > $KRKNF, -5% to 15% (low beta, robotics holds relatively well) > $OSS, -5% to 15% (hardware stability, limited tech sector contagion) I still hold cash. That cash exists for exactly this scenario. My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work. If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov. That’s 7-8 months of accumulation before the market re-rates. The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear. By the time the all-clear comes, the move is already over. Note: This is not financial advice.

@coinbureau Pretty sure majority of this has been priced in.

⚠️ IF IRAN COLLAPSES, OIL BECOMES THE GLOBAL STORY The Strait of Hormuz is just 33km wide, yet nearly 20% of the world’s oil supply (≈17M barrels per day) passes through it. If it were disrupted: • Major exporters like Saudi Arabia, UAE, and Kuwait lose key export routes • Oil-importing giants like India, China, and Japan face immediate energy shocks • Europe sees rising energy costs Oil could spike toward $150, reigniting inflation, delaying rate cuts, and increasing recession risks. The stock market is expected to crash on Monday open. While oil and precious metals will top.

@jackcoder0 Yeah but did you get the job you want?

I DON’T UNDERSTAND WHY PEOPLE DON’T USE CHATGPT FOR JOB SEARCHES. I got 5 interview calls in 7 days, all with ChatGPT as my recruiter. Here are the prompts that I used:

@_Investinq Tether is the most revenue efficient company in the world at $93M per employee, NOT onlyfans. Do your research first before just posting!

The most revenue efficient company on Earth is not Apple, NVIDIA or Google. It’s a website most Fortune 500 executives won’t name in a boardroom. OnlyFans generates $37.6 million in revenue per employee. NVIDIA does $3.6 million. Apple does $2.4 million, Amazon does $400,000. A platform with 42 employees just produced more revenue per head than every trillion dollar tech company on the planet, combined. How does that happen? OF runs a website. And takes 20 percent of everything that moves through it. The real workforce is 4.6 million creators who produce all the content, build all the audiences, handle all the marketing, and bear all the risk. None of them count as employees. There’s also a shadow army of over 1,000 contractors, many of them overseas workers earning a few hundred dollars a month moderating content around the clock. They don’t count either. If you included them, that $37.6 million per employee drops to about $1.4 million. Suddenly OnlyFans looks a lot like every other tech company. The owner, Leonid Radvinsky, collected $701 million in personal dividends last year. The average creator on the platform earned $1,300 for the entire year. OnlyFans processed $7.2 billion in transactions in 2024. Pre-tax profit hit $684 million, net profit: $520 million. Forty-two people on the payroll. And yet, Radvinsky tried to sell the entire company for $8 billion last year. No buyer would pay that price. The current talks value it at $3.5 billion. Because nobody wants the stigma attached to the most efficient money machine ever built. This chart isn’t really about OnlyFans. It’s about what happens when a platform shifts all labor, all risk, and all cost onto its users, then calls itself a 42-person company. The entire model runs on one principle: the people doing the work are never the employees. OnlyFans didn’t beat Apple or NVIDIA at efficiency. It redefined what employee means and left everyone else out of the equation.

@RealSimpleAriel You are very wrong. There is no deficit in oil or gas.

The biggest bottleneck isn’t memory in my opinion $MU $SNDK $STX $WDC. The biggies bottleneck is energy $XOM $CVX $VLO $SLB $HAL $CMI $GEV $BE. You don’t need memory if you don’t have sufficient energy. Maybe I’m wrong, but the market seems to be sending a very clear message right now.

@HyperTechInvest Announcing it and having it actually built out with a deal announce and actual profits flowing through is a separate stoey altogether

$IREN just announced a new 1.6 GW site like it was nothing I don’t think people understand the scale of that A few months ago, the stock would’ve been up 20% on this news alone Now it’s down 24% in the post-market Crazy how fast the market can change what it likes

@CKCapitalxx You couldn’t be a dumber cunt if you tried harder.

$IREN bulls, I found something you're gonna LOVE. THESE NEXT 2 DAYS COULD BE WILD After some digging, I found this: $IREN's 2-day move LEADING UP TO earnings over the last 10 quarters: Q1 2026 (Nov 6, 2025): +14.2% ✅ Q4 2025 (Aug 28, 2025): +11.8% ✅ Q3 2025 (May 14, 2025): +10.3% ✅ Q2 2025 (Feb 12, 2025): +12.1% ✅ Q1 2025 (Nov 26, 2024): +9.4% ✅ Q4 2024 (Aug 28, 2024): +13.7% ✅ Q3 2024 (May 15, 2024): +15.5% ✅ Q2 2024 (Feb 15, 2024): +11.1% ✅ Q1 2024 (Nov 21, 2023): +10.8% ✅ Q4 2023 (Sep 13, 2023): +12.4% ✅ Read that again. 10 out of 10 quarters, $IREN has rallied 9%+ in the 2 days BEFORE earnings. Not after. BEFORE. Average 2-day pre-earnings rally from last 10 quarters is: +12.1% This isn't random. This is a PATTERN. Smart money loads up before the print because they know the beat is coming. Now let's talk about Feb 5th: If history repeats (and it's been 10/10 so far), we should see a +9-15% move between now and Thursday. Current price: $54 Expected range by earnings: $58-62 But here's the kicker: This data is just the PRE-earnings move. After earnings, the stock typically runs another 5-10% if they beat (which they will, they ALWAYS beat). So the math: +12% pre-earnings = $60 +8% post-earnings = $65 That's +20% in 3 days from current levels And this time we have: $9.7B Microsoft contract ramping ✓ Same day as Amazon earnings (potential deal?) ✓ 614% EPS beat last quarter ✓ AI Cloud revenue acceleration ✓ If there's ANY quarter to break the pattern and go even higher? It's this one. History doesn't lie. 10/10 is a pattern, not a coincidence. See you at $60+ by Thursday.

@taylorxmelons @grok @grok zoom out