Joined March 2009
426 Photos and videos
Flash retweeted
YES. Even while I have warned you about the SHORTER term DOWNSIDE for gold & silver... I am also warning you about the huge LONG term UPSIDE still left on the table. It's that early. Have a nice weekend!
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Flash retweeted
~ 80 day (trading) cycle continued in global markets.
~ 80 day (trading) cycle feature in global stockmarkets as we continue to peak out of this iteration.
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My current buy zone candidates. Healthy pullbacks that are near a rising 200w MA when denominated in Gold. There are not many that I can find. TLDR: I think Gold will remain strong and outperform the S&P thru ~2035...I want to be allocated to assets that will keep up outperform. 1/12: $NVDA
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11. $PSIX
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$NDX / $GOLD Decision time
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Flash retweeted
10 WAYS TO BUILD AN AI POWER PORTFOLIO 1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuses for 24/7 onsite generation. 2. $BE fuel-cell onsite power play helping data centers bypass the grid with dedicated energy for AI clusters with product backlog up 250% YoY to $6B. 3. $CEG nuclear baseload backbone of the AI era with a 20-year $MSFT PPA tied to the Three Mile Island restart to supply the 24/7 carbon-free power. 4. $VST hybrid power engine of AI combining nuclear, gas & storage with a 20-year $META agreement covering 2,600 MW across three nuclear plants. 5. $GEV industrial supplier rebuilding the U.S. grid providing the turbines, transformers & hardware every AI-driven upgrade cycle depends on with $163B in backlog. 6. $VRT infrastructure gatekeeper for AI compute controlling the cooling & power systems that $NVDA class clusters cannot run without with Q1 backlog up 80% YoY to ~$12.5B. 7. $EOSE long-duration storage solution for a grid under strain helping utilities smooth volatility as AI demand overtakes supply. 8. $NEE clean-energy arm of the AI buildout with largest renewable development pipeline in the country positioned directly into data center load growth. 9. $LEU only U.S. source of HALEU fuel making it essential for powering the modular reactors needed around future AI campuses backed by ~3B DOE contract. 10. $UUUU secures the domestic uranium supply chain by turning nuclear fuel into a national-security asset for the AI age.
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Flash retweeted
Trump has been telling you what to buy for months: • AI: $DELL $MU $SNDK $WDC • chips: $INTC $AMD $NVDA $TSMC $ARM • space: $RKLB $PL $ASTS • crypto: $HOOD $CRCL $PURR • energy: $BE $GEV $FCEL $TE • drones: $UMAC $ONDS $AVEX • nuclear: $XE $CCJ $OKLO $UUUU • robotics: $OUST $AEVA • quantum: $IONQ $QBTS $RGTI $INFQ • batteries: $FLNC $AMPX $KULR • healthcare: $OSCR $CLOV • photonics: $AXTI $AAOI $LITE $CRDO • rare earths: $USAR $CRML $TMC • manufacturing: $STRL $CDNL • critical minerals: $TMQ $MP $LAC Don't overcomplicate it. Never miss the leading stocks again: fullstackinvestor.co/themes
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