-
-
-
SerenityOct 29, 2025 at 01:03 pm
Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return.Buckets Mag7 contracts: $CRWV, $NBIS
, $WULF, $CIFR
With compute: $IREN
, $BITF Speculative: $WYFI, $GRRR
, $SLNH Miners pivoting to x.com/aleabitoreddit…
-
VenuSep 29, 2025 at 11:25 am
- The Downtown Rumble: Trump's Fed Gripes Fuel Bitcoin Bets Amidst Policy Turmoil
- Feb 08,2026 at 02:00pm
- New Phishing and OAuth Exploits Threaten Microsoft 365 Security, Experts Warn
- Feb 08,2026 at 01:34pm
- Toncoin's Ascendant Arc: Unpacking Price Predictions Within the Evolving TON Ecosystem
- Feb 08,2026 at 01:00pm
- Dogecoin Investment: Navigating the Highs, Lows, and Lingering Risks
- Feb 08,2026 at 12:45pm
- Uncovering Hidden Fortunes: Royal Mint Coins, Rare Errors, and Surging Value
- Feb 08,2026 at 12:14pm
- Dogecoin, Meme, and Opportunity: Riding the Volatile Waves of the Original Meme Coin
- Feb 08,2026 at 11:35am



