Show 23 Posts

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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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  Venu

  2025-09-29 11:25:35

  Everyone asked for a pullback - we got it on leading stocks. Now heading into next week, these are the setups I’m watching: $HIMS $SYM $SNDK $MU $STX $BBAI $GRAL $GLW $EOSE $NBIS $BITF $CRWV $OPAD $UEC $ONDS $RR $GPRO $BE $PLUG $AMSC Hard to be bearish with this many setups.

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