@NoLimitGains Are you still holding $CORN ? Looks like the price is going down instead of up.
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Alex
297 posts
Alex
@RealMoneyMoon
SICK of paying monthly sub for investment tips? I'll post practical tips here free, so that we can all prosper. Not Financial Advice. Do Your Own Research.
Tham gia Ekim 2025
28 Đang theo dõi38 Người theo dõi
🚨 Added CORN to my portfolio
Everyone’s talking about oil. Nobody’s talking about food.
Higher fuel costs hit farming and fertilizer prices are moving (we already hold NTR). Grain exports are getting disrupted. Corn goes into feed, fuel and food production.
Remember what happened in 2022 during the Russia/Ukraine conflict?
The options flow on CORN has been extremely aggressive. Big money buying calls at the 25 strike expiring August 2026.
A third of US corn production goes into ethanol.
Ethanol is blended into every gallon of gas you pump. Regular gas is already 10% ethanol.
When oil gets expensive, demand for ethanol goes up. Corn follows.
Gas is up 27% since Feb 28. Farm groups are now pushing Congress to approve year-round E15 sales, 15% ethanol blended fuel instead of 10%.
Anyway, I like the setup here.
Not a call. Just sharing my positioning.
For those who don’t already know, I share all my moves here publicly. The market moves fast so my posts are very time-sensitive. Turn on notifications so you don’t miss anything, this is important.
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The AI infrastructure buildout is barely in its first innings.
Everyone on here is trying to figure out where in the stack they want to be.
Power. Compute. HPC DCs. Photonics. Memory. Networking. Cooling. Models/Apps.
Some of those layers I understand well. Some I understand just enough to be dangerous.
That is why I keep coming back to the most physical parts of the stack.
Land. Power. Buildings. Capacity. Hyperscalers and AI labs who need more compute than the world can currently provide.
That is $IREN to me.
The market spent years treating it like its old business, and probably still does to some extent until AI revenue really shows up.
I think the real story is power-backed infrastructure as compute becomes one of the scarcest resources on earth.
$DGXX is earlier, smaller and more execution heavy, but that is part of the appeal to me.
It feels closer to an early mini $NBIS style setup if they execute.
Same bet: compute demand is a 2 to 3 decade buildout.
The sheer deficit in compute gives me sleep at night comfort. That is why I have sized these names accordingly.
And dare I say it, I think this sector can 100x over the next few decades.
I think we are still early in figuring out who owns the real choke points.
People like @jiahanjimliu, @Agrippa_Inv and @FransBakker9812 are deeper in parts of this stack, but this is how I’m framing it.
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Initiated a position in $DGXX today. Hit my limit price of $6 when it dipped just now. Let's see whether it'll go to the moon!
The Chairman's Ledger@ChairmansLedger
The AI infrastructure buildout is barely in its first innings. Everyone on here is trying to figure out where in the stack they want to be. Power. Compute. HPC DCs. Photonics. Memory. Networking. Cooling. Models/Apps. Some of those layers I understand well. Some I understand just enough to be dangerous. That is why I keep coming back to the most physical parts of the stack. Land. Power. Buildings. Capacity. Hyperscalers and AI labs who need more compute than the world can currently provide. That is $IREN to me. The market spent years treating it like its old business, and probably still does to some extent until AI revenue really shows up. I think the real story is power-backed infrastructure as compute becomes one of the scarcest resources on earth. $DGXX is earlier, smaller and more execution heavy, but that is part of the appeal to me. It feels closer to an early mini $NBIS style setup if they execute. Same bet: compute demand is a 2 to 3 decade buildout. The sheer deficit in compute gives me sleep at night comfort. That is why I have sized these names accordingly. And dare I say it, I think this sector can 100x over the next few decades. I think we are still early in figuring out who owns the real choke points. People like @jiahanjimliu, @Agrippa_Inv and @FransBakker9812 are deeper in parts of this stack, but this is how I’m framing it.
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@ChairmansLedger Thank you for your personal reply. Do you usually sell off everything once a stock has hit your TP? Or do you reassess whether to hold longer?
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Starter position in $AMPG now complete.
This sits exactly where I want more exposure.
Space. Defense. SATCOM. Quantum. AI-RAN. Resilient comms.
Tiny company, big intersection.
The world needs more signal, cleaner RF, hardened comms and domestic infra that still works when things get messy.
That is the bet.
The Chairman's Ledger@ChairmansLedger
I’m now a proud owner of $AMPG. This sits in one of my favorite intersections: Space, defense, SATCOM, quantum, AI-RAN and resilient comms. The simple version: The world needs more signal. More bandwidth. Cleaner RF. More hardened comms. More domestic infrastructure that still works when things get messy. $AMPG is not trying to win the satellite race, the quantum race or the AI-RAN race. It sells pieces of the hardware to whoever does. Small. Early. Underfollowed. Thanks to @chinoalemano, @EhrmantrautCap_, @mkfilko and @FinnStockinger for putting it on my radar.
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Initiated a position today on $AMPG at $5. Lucky to catch it near today's low, now it's spiking towards $6. To the moon!
The Chairman's Ledger@ChairmansLedger
I’m now a proud owner of $AMPG. This sits in one of my favorite intersections: Space, defense, SATCOM, quantum, AI-RAN and resilient comms. The simple version: The world needs more signal. More bandwidth. Cleaner RF. More hardened comms. More domestic infrastructure that still works when things get messy. $AMPG is not trying to win the satellite race, the quantum race or the AI-RAN race. It sells pieces of the hardware to whoever does. Small. Early. Underfollowed. Thanks to @chinoalemano, @EhrmantrautCap_, @mkfilko and @FinnStockinger for putting it on my radar.
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My take on investing:
Most people watch sports because they love the game.
They love the thrill, the tactics, the drama, the entertainment etc.
The score at the end matters, but it is not the only reason they watch.
Investing is the opposite for me.
I only care about the score.
Not because money is the whole game, but because the score to me is what lets the real game begin.
Living better.
Helping family.
Helping friends.
Backing people.
Building again.
Taking risk from a position of strength.
Not worrying about bills.
Not letting money quietly control every decision in your life.
That is the part I care about.
The market is just the arena.
The real game starts when the scoreboard gives you freedom.
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@aleabitoreddit But why did MU, EWY and many other AI related stocks drop more than 10% on Friday? Can we even expect a black Monday tomorrow?
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Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure.
With further announcements tomorrow.
$MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore?
Serenity@aleabitoreddit
$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.
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NEW ALL IN: $RCAT @ 14.47.
(sorry on mobile only today so thesis gonna be on the shorter side)
They make drones and recently got a bunch of government contracts.
I mainly like the technical setup. Spiked on some good news last week and held up with good volume and potential breakout.
No near term catalysts but with the way this administration has been moving, could see more good news come at any time so it's worth holding for a bit right now.
No real overhang I could find and only good tailwinds.
Everything else just feels too overbought.
Credit to @meetahsen and his $318k all in for the inspo and starting my deep dive x.com/meetahsen/stat…
More thesis and specifics from my @alpha_ai app below.
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As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.
Now at $70k in $RCAT.
As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.
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@Sandeman52 Looks like NBIS is dipping hard today. Dip more than 10% after I initiated a position at $250 just today during premarket. Bought more at $225. Going to set the limit price to buy more at $200 in case it dips some more.
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$NBIS just topping off one of my accounts to an even number.
Thanks for the dip!
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Initiated a position in NBIS at $250 today during premarket. Dip almost 10% when the market opens but let's see. Finger crossed.
SandemanStocks@Sandeman52
I’ve had a dozen people ask me what the next big stock is. I keep telling them I’m not leaving $NBIS. Why would I? They get mad and say, “I missed it, I need the next 10x, what is it?” Meanwhile $NBIS is up over $246 pre market. Millions in calls are being bought at the July $360 strike. Leo just loaded his fund at around $200 per share. Some people ask for advice and refuse to take it. 🤷
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@Sandeman52 Why are you vague posting like @NoLimitGains ? You really sound like him.
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@Sandeman52 I took your advice and initiated a position in NBIS at $250 today during premarket. Dip almost 10% when the market opens but let's see. Finger crossed.
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I’ve had a dozen people ask me what the next big stock is.
I keep telling them I’m not leaving $NBIS. Why would I?
They get mad and say, “I missed it, I need the next 10x, what is it?”
Meanwhile $NBIS is up over $246 pre market.
Millions in calls are being bought at the July $360 strike.
Leo just loaded his fund at around $200 per share.
Some people ask for advice and refuse to take it. 🤷
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@Sandeman52 @ChairmansLedger Wow this is a very new account. Thanks for the recommendation. Will have a look.
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Best new account on the scene if you ask me.
Solid calls and overall market advice.
@ChairmansLedger is worth a follow.
Dude sold a company for $100M
Can many people on here say that?
Nope.
The Chairman's Ledger@ChairmansLedger
New account, so here’s the short version. I started at JPM. Built a company. Sold it for $100M+. Served in places where risk was not theoretical. Now I spend my time looking for public companies sitting at the intersection of capital, technology, and strategic necessity. Defense tech. AI infrastructure. Space. Bitcoin. Critical infrastructure. I am not here to post 50 tickers and celebrate the ones that work. I am here to find the few names where the market is using the wrong frame. Old category. New asset. Messy transition. Right team. Massive demand pull. That is where the asymmetry usually lives.
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@Sandeman52 Are these option flows really meaningful? But if this is one trade by one person or entity, then maybe they know something?
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@Sandeman52 You claim you turned $50k to $15M+ in 12 years.
Kevin Xu claims he turned $35k to $10M in 21 months. It seems like Kevin has better returns but your post seems to suggest otherwise. Is my understanding wrong or is my maths bad? I just want to clarify things.... Thanks.
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Whoa!
Just had fun with math.
If I repeat this another 12 years the math says I’ll have $6.6 Billion
Yet Kevin Xu has like double the followers of me 😂🫠😭
SandemanStocks@Sandeman52
Ok, new CAGR is dropping: 63.5% over a span of 12 years. 35,900% total growth. All my subs are super happy! Subscribe today! Oh wait, I don’t run a subscription. It’s all free! Oooops I forgot. 😂🤣😏 Let’s keep winning guys!!!
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