| Date | Tweet |
|---|
| 2026-02-21 | Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year
> Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up
> Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2025-12-14 | Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -15.3%
$OKLO | -15.13%
$MOD | -14.67%
$ALAB | -14.31%
$FLNC | -13.96%
$LITE | -12.83%
$GLXY | -11.73%
$AAOI | -11.73%
$AV… → · 92 likes · 148,547 views |
| 2025-11-22 | Yeah I'd might move $GLXY down to a C tier alongside $APLD if we just had to compare HPC sector as you mentioned.
But because of their other segments, their balance sheet is vastly better so they had to tap into less debt/crdit facilitaties, which is why it's a grade higher.
They do a ton of oth… → · 6 likes · 5,284 views |
| 2025-11-22 | So just a quick qualitative reply, $IREN does frontload connected capacity and if you go from that standpoint (eg. 1+ GW H1 2026) vs. 1 GW from $NBIS H2 2026, $IREN wins and should be using that time to sign more contracts.
Longer term, Nebius achieves capacity parity between the two and has highe… → · 1 likes · 1,205 views |
| 2025-11-22 | The Neocloud Sector Tierlist.
Post Q3 earnings + Market Sector Drop:
[S] Tier: $NBIS
[A] Tier: $CIFR, $WULF, $IREN
[B] Tier: $GLXY, $CORZ
[C] Tier: $APLD, $CLSK
[D] Tier: $WLAC, $DGDX, $WYFI
[F] Tier, $CRWV*, $SLNH
[U] Tier: $GRRR, $MARA, $DGDX, $CLSK, $BITF, $HIVE, $RIOT **
Ranked in order fr… → · 531 likes · 226,918 views |
| 2025-09-27 | @Pacheca12345 I know about them but haven’t done enough DD yet on $GLXY, $SLNH, and smaller adjacent plays like energy to give a confident directional opinion. Maybe someone else can chime in → · 5 likes · 4,320 views |