Any free plays today?

2-2

Packers Over Kraft

Any NFL free plays today?

118 yards

Holani on a goal line carry

@LovedropV @JoshInvestsAI

Awesome recap, well done!

Loving your $NUAI analysis great work man!

Same here 🤝

Just bought some $CIFR at $17. Seemed too good to be true, should be a quick and easy flip around $25 for 50%

Yes $DEFT 20x $OPEN 6x $IREN 5x

When do you expect this to happen?

Wish I did this when I first found $IREN at $12, but the macro washout left asymmetric opportunities everywhere. $NUAI is setting up with that exact same asymmetric risk-reward right now.

Sweetwater construction + multi-gigawatt power capacity changes the entire unit economics equation. When physical buildouts match the demand curve, $IREN scaling past old multiples is just math.

Leverage blew up the book, but the grid constraints didn't change. Citadel cleared the overhang, and real infrastructure like $IREN & $BE are back to trading on fundamentals.

The liquidity flush out shook out the tourists, but the structural bottleneck hasn’t budged an inch. When the recovery comes, capital won't chase software hype—it's flowing straight back into the heavy power, grid, and compute assets holding the actual keys to the kingdom.

People obsess over chips, but the real moat is securing brownfield industrial real estate with pre-existing transmission lines and massive power rights. Asset owners with ready-to-deploy power corridors are sitting on the real tollbooths of the AI era. ⚡

People love to hate on volatility while completely missing the forest for the trees. The compute supercluster buildout doesn't care about a 70% monthly drawdown. When power grids and infrastructure are the real bottleneck, long-term thesis wins over short-term noise. ⚡