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  Serenity

  2025-10-29 13:03:08

  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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  Connor Bates

  2025-10-21 06:59:13

  Themes To Monitor. Genomic (ARKG)/Biotech - $NTLA $CRSP $TEM $BEAM $NTRA $PSNL $GH $ABSI $ABCL $GRAL $QURE $CLPT Rare Earth - $MP $NB $USAR $METC $CRML $UAMY $PPTA $UUUU $AREC Nuclear - $OKLO $LTBR $LEU $CCJ $BWXT $UEC $ASPI $NNE Batteries - $TSLA $EOSE $SEI $AMPX $MVST

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