What just happened? The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months. Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025. What's happening? Let us explain. (a thread)

REMINDER: $NVDA CEO keeps telling you to buy $NOW He literally said ServiceNow could 100x In 2025, he called: $NBIS at $22 → 900% $INTC at $23 → 500% $SNDK at $275 → 400% $CRWV at $40 → 175% $TSM at $240 → 80% Trump also bought $5M of $NOW Are you going to miss out again?

Estimated profit growth in next 5 years: Palantir: 454% Tesla: 442% AMD: 406% Palo Alto Networks: 118% CrowdStrike: 117% Microsoft: 114% Nvidia: 114% Alphabet: 102% Source: average analyst estimates

Trust your judgment; it will bring you good results💵

Hyperscale Data Announces Intent to Launch Tender Offer to Acquire Up to $5,000,000 of Outstanding Shares at $0.21 Per Share hyperscaledata.com/press-rel… $GPUS

The market still seems to view $GPUS primarily through the Bitcoin lens. But reading through the numbers, this is increasingly becoming a multi-asset operating platform with treasury exposure layered on top. That distinction matters. nasdaq.com/press-release/hyp…

$GPUS continues to build its Bitcoin position—now ~681 BTC 🧵 Hyperscale Data Bitcoin Treasury at 680.9595 Bitcoin Valued at $53.5 Million prnewswire.com/news-releases…

This is why I own $TSM. TSMC does not pick sides. It collects from all of them. $MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the CoWoS process. Memory and packaging are now one supply chain. $ARM needs it because virtually every ARM-designed chip in existence is fabricated at TSMC. The architecture and the foundry are inseparable. Own the IP. Own the fab. Own everything in between. $AMD needs it for SoIC chiplet stacking and high performance compute. AMD was the first SoIC customer and is deepening that relationship every generation. $NVDA needs it for 3nm and CoWoS-L packaging. NVIDIA alone has booked over 70% of all CoWoS-L capacity. The anchor tenant of the entire AI infrastructure build. $AAPL needs it for InFO advanced packaging and 2nm exclusivity. Apple funded TSMC's yield learning curve for every major node transition since 20nm. $AVGO needs it for co-packaged optics and high speed networking ASICs. One of the top CoWoS customers behind only NVIDIA. $QCOM needs it for mobile silicon and every Snapdragon platform on Earth. MediaTek needs it for every mobile, TV, and AI edge chip it produces. One of TSMC's largest and most loyal volume customers globally. Hyperscalers need it for proprietary AI ASICs at massive cloud scale. Google, Amazon, and Meta are now competing directly with NVIDIA for TSMC packaging slots. Every AI winner routes through TSMC. Every single one. It is not a semiconductor company. It is the de facto semiconductor index. A proxy for the entire industry that frees every partner to compete while TSMC collects from all of them. You do not need to pick the winning AI chip. You just need to own the foundry that makes them all. $TSM is not a position. It is a thesis.

TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY: Nvidia $NVDA – 1.75M contracts Tesla $TSLA – 1.19M contracts Apple $AAPL – 1.14M contracts Microsoft $MSFT – 805K contracts Amazon $AMZN – 756K contracts Beyond Meat $BYND – 644K contracts Netflix $NFLX – 583K contracts AMD $AMD – 572K contracts Oracle $ORCL – 462K contracts Palantir $PLTR – 433K contracts UnitedHealth $UNH – 403K contracts Opendoor $OPEN – 391K contracts Meta $META – 374K contracts MicroStrategy $MSTR – 328K contracts Intel $INTC – 322K contracts Micron $MU – 320K contracts Hims & Hers $HIMS – 301K contracts Alphabet $GOOGL – 287K contracts Webull $BULL – 267K contracts SoFi $SOFI – 247K contracts

$GPUS continues to execute on a broader vision. The partnership between Omnipresent Robotics and AGIBOT signals a deliberate move into AI-driven robotics and real-world data acquisition.

$GPUS reports Cash & $BTC on Tuesday morning before the open-see last Tuesday. Hyperscale Data's $102 Million in Cash, Restricted Cash, and Bitcoin Holdings Significantly Exceed Current Market Capitalization of Company hyperscaledata.com/press-rel…

$DITAU: 100% in 7 days 320% in 30 days $DITAU isn’t asking for permission anymore - it’s getting attention. And attention is the first step before dominance. 💪 The question isn’t “is it too late?” It’s: how long will you keep watching?🤔 #DitGold #DitAu

$GPUS buying the ground it runs on. Nice move 👍

One coin from here is gonna 500x. Drop the ticker.

The MAG7 stocks are selling off in 2026 so far. Which do you think is the best opportunity?

InvestorNewsBreaks – DitGold’s $DITAU Token to Begin Spot Trading on Biconomy investorwire.com/investor-ne…

$IPSI ripping 45% today 📈

I’ve only seen this setup 1 time in 6 years 👀 I’m putting $500k in this SINGLE stock Very similar to $OPEN that made millionaires •$100 → $100,000 overnight •$300 → $300,000 in a single day This is the third time. Comment “TRADE” and I’ll send it. 🔥

2 weeks ago, I shared my top picks for 2026. Since then… $ONDS 40% $ASTS 33% $RKLB 26% $NVO 15% $NBIS 15% $ZETA 10% $BABA 10% The main move for all these picks has yet to even begin yet…

Bitcoin just broke $97,000 🚀