tzunti gusano

$RDW playing out as expected 👀 We are now up over 50% on our position just 9 trading days after we announced our buy $RDW will make all-time highs again 🚀 Wave 5 target: +88%

I posted a version of my 9 EMA strategy on $AMPG, and I got some hate, so im going to explain more about what my strategy is. So here it is: The thing that has kept me from getting bagged chasing hot stocks: Take a minute to read. Good ticker ≠ good entry. 🧵

Think I found the next double. 😂 Finalizing research currently. Hint... still space theme.

$AMPG hope everyone enjoying the gains so far... steep helix crossover incoming BTW.

Amazing. $RKLB went down by -80% to run +4000%. What a company 🚀

$RDDT I’m buying more here

I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric: They serve two completely different purposes, in different layers of the same supercycle. Both genuinely asymmetric in their own way. Both sit in the Neocloud ecosystem. $DGXX as a GPU-as-a-Service operator and $SLNH as the renewable powered data center beneath it. Different theses, different risks, same tailwind. $DGXX (~$600M MC) - GPU-as-a-Service operator deploying $NVDA Blackwell GPUs directly to customers. Initially shared at ~$4 (up 105%+ now). > Similar model as $CRWV (~$60B MC), $NBIS (~$45B), $IREN (~$20B). First AI revenue contract signed. $1.1B $CBRS colocation deal. Hans Vestberg / $BLK connection. > 1.9% institutional ownership leaves massive room for re-rating. Earnings tomorrow, GPU rental starts on Friday. Risks: Early stage, $750M shelf filed (dilution capacity), negative margins, execution heavy. $SLNH (~$250M MC) - Renewable powered AI data centers. Wind farm acquisition closes vertical integration loop. Initially shared at ~$1 (up 65% so far). > Same renewable power thesis as $TLN (~$17B), $CEG (~$106B), $VST (~$50B). 4.3GW development pipeline. Difference between them is instead of wind farm → grid → data center, $SLNH does wind farm → data center. > Dorothy campus operational and expanding. Nasdaq compliance just regained. Earnings May 19. Risks: Overhang from active dilution. Cash burning. Execution risk on Dorothy 3 (300MW+ campus). Both are very early stage at this point. Both have execution risk. But both have real catalysts incoming. As for dilution, that's a risk with any early stage company. Again, bears were saying the same thing about $PLTR at ~$15. Now the same bears would full-port if it ever dips to $100. Valuation gap between current MC and what their competitors are trading at is what makes both asymmetric in their own layers.

⚠️WARNING for $PLTR Shareholders: 🔴Donald J. Trump SOLD up to $5M on Palantir on Feb 2026 🟢Then he bought on March up to $500K. We expected much more confidence on the company. What are your thoughts on this rotation?👇🏽

$RDW up 8% today We bought two days ago Full chart below 👇

$PNG $KRKNF risk-to-reward looking good 👀 Price is approaching the 200 DMA / 0.5 Fib confluence, support there and I’m happy buying Alternative scenario in red: the ABC correction may have already started, so a stop loss here is needed Wave 5 target: +160% 🚀

5 names I’m watching closely right now, all riding the same wave IMO... $PENG. Penguin Solutions is the AI factory builder. They take a billion dollars worth of $NVDA GPUs and turn them into a working cluster… they’ve already deployed over 85,000 GPUs for customers like Shell, Sandia, and one of Korea’s largest Blackwell clusters. Just got picked by Deepgram and Dell to architect their voice AI. $SLNH. Soluna is the behind the meter power play. The US grid is breaking under the weight of AI data centers and PJM already said it publicly. Soluna co-locates green data centers directly with wind, solar, and hydro… they just signed a Siemens MOU for a 2MW behind the meter pilot and own the Briscoe Wind Farm. $DGXX. Digi Power X just signed a 10 year deal with Cerebras worth up to $2.5B for a 40MW AI data center in Alabama. Cerebras IPOs on the Nasdaq this Thursday, which puts them in the spotlight as the public proxy. $WYFI. WhiteFiber spun out of $BTBT, IPO’d at $17 in August, and is now sitting near $27. Q3 revenue was up 65% YoY and they just signed an $865M, 10 year colocation deal with Nscale at their NC-1 campus. BTIG just initiated coverage. Same playbook as $CRWV at a fraction of the size. $OUST. Ouster is the lidar pure play and the robotics wave is the next leg of AI nobody is positioned for yet. Every humanoid robot, every autonomous truck, every smart warehouse needs eyes… I added to my SLNH position and plan to hold until earnings... NFA! Common thread on all five… AI infrastructure, real revenue, and the institutions haven’t really shown up yet.