-
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…
- Trump's Fed Chair Pick: Kevin Warsh Steps Up, Wall Street Watches
- Jan 30,2026 at 07:59pm
- Bitcoin's Digital Gold Dream Tested As Market Shifts And New Cryptocurrencies Catch Fire
- Jan 30,2026 at 07:50pm
- Binance Doubles Down: SAFU Fund Shifts Entirely to Bitcoin, Signaling Deep Conviction
- Jan 30,2026 at 07:45pm
- Chevron's Q4 Results Show EPS Beat Despite Revenue Shortfall, Eyes on Future Growth
- Jan 30,2026 at 07:38pm
- Bitcoin's 2026 Mega Move: Navigating Volatility Towards a New Era
- Jan 30,2026 at 07:31pm
- Cardano (ADA) Price Outlook: Navigating the Trenches of a Potential 2026 Bear Market
- Jan 30,2026 at 07:15pm



