350 Capital

@MrImranPk All of that you dumbfuck

🇮🇷 Iran has OIL 🇷🇺 Russia has NATURAL GAS 🇨🇳 China has RARE EARTH MINERALS 🇺🇸 United States has ?

$SIVEF is 5X or 10X in a year.. i bought 12,000 $SIVEF in dip today.

@EmporiumFred @Osint613 @Micro2Macr0 & Feb 28th btw, before Trump even struck. Where’s a recent videos of those lawnmowers? How come they haven’t taken out an aircraft carrier?

@captainkingjon @Osint613 @Micro2Macr0 Anyone see an Iranian drone strike on US Military bases? Iranian lawnmowers are powerful AF

U.S. Apache gunships spotted over the Strait of Hormuz.

@EmporiumFred @Osint613 @Micro2Macr0 Yah, Iran’s totally crushing it

@StockMKTNewz That $BMNR soon. Double down with $BMNU

This is what my actual portfolio looks like when you combine all my accounts Tell me why im stupid below

@Gubloinvestor $FNKO $OBIO $PLRD $VYGR $LVFN $DAVA $GENI?

@Gubloinvestor $ZNTL, $NAGE, $ALTO, $VSTI, $TGEN?

Of course? When do you ever see the $MRVL and $JBL laser supplier at $700m MC? All the other laser companies like $MTSI and $LITE are in the tens of billions right now and $SIVE is ~$720m. As for $ALRIB it’s extremely rare to have $MSFT Quantum supplier as well as $IQE / Fujitsu quantum dot arm supplier at $350m mc. Important to know what you hold so you don’t need to ask these kinds of questions

Just some TLDRs to save you time: 1. $ASML, $TSM earnings = Good Outlook. Semis + capex go brrr. 2. Opus 4.7 + Anthropic go brrr. Software = sad. 3. Samsung go brrr because of partly bc of $TSLA AI Chips. 4. $UMC = price hike for foundry. foundries go brrr. 5. Training = brrr in China. H100 rental increase go up. Neoclouds happy. 6. Helium supply shortage = not significant... I've already said this before, but I'm not sure how many times $TSM needs to say this. 7. MLCC, inductor prices = price hike. Will cover beneficiaries later. 8. "Taiwan's OSAT expansion could tighten global test capacity and raise costs" I went long on Taiwan OSATs recently like Shunsin (6451) for a reason. Demand will just outstrip supply, even after expansion. (cowos, sip, optical).

I missed the +1,200% run in $NVDA. I missed the +550%run in $PLTR. I’m not missing $HIMS this time.

AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles. Nuclear will anchor the baseload with $OKLO, $SMR, $BWXT & $CEG delivering nonstop clean power straight to AI campuses while upstream fuel supply from $CCJ, $UUUU & $LEU secures the inputs that make long-duration nuclear viable. Transmission, turbines & cooling will close the loop with $VST, $GEV & $VRT expanding the grid and infrastructure that move the energy behind AI’s next decade. Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG capacity to guarantee uninterrupted power for AI loads. Renewables like $FSLR, $BE & $NEE will drive marginal cost of compute lower by supplying cheap daytime energy that feeds grid-scale storage.

My favourite stocks by sector: - Robotics: $OUST - Rare Earth: $UAMY - Healthcare: $HIMS - Copper Ticker: $COPX - Space: $SATL & $VELO - AI Infrastructure: $IREN - Drone: $ONDS & $KRKNF (Underwater)

@TheBTCTherapist @grok OR we destroy the IRGC and the current regime and let the Iranian people have their country back which would lead to no more threats of the strait.

@TheBTCTherapist @grok Big mountains all over that spot, not economically viable...

@TheBTCTherapist @grok @grok Estimate how much this will cost

WATCH: 🇺🇸 The world’s largest aircraft carrier, USS Gerald Ford, has returned to the Red Sea with two destroyers.

The US Federal Aviation Administration has brought in Palantir $PLTR and other companies to compete on a new AI tool for air traffic management - Bloomberg

@Osint613 @Micro2Macr0