Silent Trader

Today I recommend quantum mechanics stocks, and also continue buying some software stocks, such as MSFT PLT. Continue selling put SOXL at low levels. The storage and chip sectors are already too high. MSFT's target remains at least 460 or higher.

$HIVE Don’t miss the next $HUT 👀 It has already risen about 15% this year, yet most people still view it as "just another Bitcoin miner." I believe this is a stock with the potential to deliver a 10x return within three years—a rapidly emerging opportunity. With a market cap of only ~$700 million to $1 billion (whereas $HUT exceeds $11 billion), the market clearly hasn't yet grasped the AI/HPC infrastructure transformation currently underway. Core Strengths: Powered entirely by hydroelectricity; its renewable energy infrastructure currently stands at ~440 MW, with a target of reaching 540 MW by the end of 2026. Bitcoin mining capacity currently sits at 25 EH/s, with a target of 35 EH/s by 2026. The Narrative is Quietly Shifting: Through its "BUZZ HPC" initiative, HIVE is aggressively transforming its existing power infrastructure into AI/HPC computing clusters. It is no longer merely a mining company; it is evolving into: An integrated player spanning Power + GPUs + Data Centers + AI Cloud. AI/HPC Progress: Over 5,000 GPUs already deployed, with a target of 11,000 by the end of 2026. Current AI Annualized Recurring Revenue (ARR) is approximately $20 million to $35 million. Management Targets: $140 million in GPU Cloud ARR by 2027, with total HPC ARR reaching $200 million to $225 million+. This is the core catalyst for a valuation re-rating. The market currently values ​​the company as a cyclical miner; however, if the AI ​​transformation is executed successfully, the valuation framework will undergo a complete paradigm shift. Recent Catalysts: Signed a $30 million AI cloud contract. Tier III+ AI infrastructure upgrades are currently underway. Partnership established with Bell Canada. Construction of a sovereign AI campus in New Brunswick (70 MW + dedicated fiber optics) is in progress. Paraguay AI cluster is now live. Institutional investors—such as Invesco—have initiated positions. The Most Compelling Aspect: Cash flow generated from Bitcoin mining can directly fund AI expansion, thereby avoiding the dilution and debt burdens faced by many other AI companies. These are, in fact, two highly synergistic business lines: Low-cost hydroelectric Bitcoin mining (providing stable cash flow). High-margin AI/HPC cloud services (serving as the growth engine). A very early-stage, small-cap investment thesis centered on the re-rating of AI infrastructure assets. The single greatest shortage in the AI ​​supercycle is power infrastructure—and HIVE already possesses the hardest part of it. DON'T MISS $HIVE

Congratulations to everyone who joined us on this ride! 🚀 Over the past period, the stocks we picked together have delivered stellar performance: Semiconductor Equipment Stock: $70 → $360 (Profits realized; position exited) Copper Foil / New Materials Stock: $12 → $48 Specialty Metal Materials Stock: $18 → $52 Drone / Robotics Stock: $8 → $31 Memory Chip-Related Stock: $22 → $105 These profits have helped many of you achieve significant life goals! Our next major target has now been locked in! This company is a core supplier of hydrogen fuel cell systems, poised to provide critical infrastructure support for the next generation of electric vehicles, autonomous driving technologies, and hydrogen-powered transportation. Current Share Price: Approx. $0.95 Target Price: $58 – $60 (Its historical high reached $76) Core Investment Thesis: The company has already established deep collaborative partnerships with numerous mainstream automakers and energy giants. It is strategically positioning itself at the very forefront of the "Hydrogen Society" rollout—specifically focusing on the application of hydrogen fuel cells in commercial vehicles, passenger cars, and energy storage systems. This stock has previously traded as high as $76; its current valuation remains severely undervalued, presenting immense potential for growth! I am often asked: "Why don't you charge for this?" The answer is simple: sharing this stock market information is purely a hobby of mine. I am currently in a comfortable financial position, so I simply want to help—free of charge—as many like-minded friends as I can. Like + Follow me! If you are interested, leave a comment below saying "Hydrogen" (or "氢能"). I will personally message you the stock ticker symbol once I see your comment. Let's keep pushing forward together! Wishing everyone great success in their investments!

Is $PATH currently the most undervalued AI stock? Earnings are about to be released, and this repricing could melt the market. This is a 10-15x potential stock; reaching $125 by 2030 is entirely possible. The next $PLTR is quietly emerging. DONT MISS THIS GENERATIONAL DIP 👀 Down 85% in 5 years Down 41% year-to-date Currently testing a key multi-year support level ≈$9 But the fundamentals are continuously improving. Market capitalization is only about $5 billion ($PLTR is already over $320 billion). $PATH is no longer just a simple "RPA" company; it is becoming the execution layer for enterprise-level AI. AI agents require security, governance, process orchestration, audit trails, human-machine collaboration, legacy system integration… These are precisely the core moats that UiPath has painstakingly built over the years. Latest Financial Data (Highly Attractive): FY26 Revenue ≈ $1.61 billion (+13% YoY) ARR ≈ $1.85 billion Q4 Net Income $282 million Adjusted Free Cash Flow $372 million Gross Margin 83-85% Cash $1.7 billion, no debt Major Customer Retention Rate 107% Institutional + Insider Holdings Approximately 84%, Valuation Extremely Low (Forward PE Only ≈12x). The market is still viewing it through the lens of "traditional automation," but $PATH is shifting towards Agentic AI Orchestration. This is highly similar to the narrative of $PLTR: Enterprise AI + High-Stickiness Customers + Strong Compliance + High Switching Costs. Technical Analysis: Support Level ≈ $9.25 Breakout Level ≈ $9.80 Once it holds above this level, a rapid upward move is likely. If $PATH is even partially revalued to an AI infrastructure multiple, the upside potential will be extremely strong. Enterprise AI requires a reliable execution layer, and that's precisely where $PATH is located. DONT MISS.