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  Serenity

  Oct 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…

  

  

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  Cantonese Cat🐱🐈

  Sep 10, 2025 at 09:36 am

  https://youtube.com/live/LRPEyhM6ol4… The Triumvirate livestream completed! Timestamped version on YouTube with link above. $SPX $QQQ $ARKK $IWM $TSLA $PLTR $COIN #Bitcoin #Ethereum $MSTR $OTHERS $DOGE $XRP $SOL $LINK $AVAX $PEPE $BITF $WULF $BTBT $IREN $RIOT $CLSK $HIVE $HUT $OSCR and more!

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