$NSRX One of the more interesting micro-cap biotech setups developing right now.

Technically, the chart is beginning to resolve higher after a brutal decline from $9.50 to under $2.

What stands out:

✅ Higher lows forming
✅ Triangle breakout developing
✅ OBV turning higher
✅ RSI recovering
✅ TTM downside momentum fading
✅ Buyers aggressively defending the $3 area

The key level sits near $3.50-$4.00.

A confirmed breakout there could quickly open the door toward the $6-$7 zone, representing a potential 100%+ move from recent lows.

But this isn’t only a technical story.

Investors are also watching:

🔹 Proprietary powder-based intranasal drug delivery platform

🔹 Positive NS002 Phase 2 clinical data vs EpiPen

🔹 Multiple pipeline assets advancing (NS003, NS004, NS005)

🔹 $15M financing extending runway into 2027

🔹 Experienced biotech leadership team with prior public company success

With a market cap of only ~$28M and only 4.86M float shares, this remains one of those names where improving fundamentals and improving technicals are beginning to align.

Definitely one worth keeping on the radar.

Humanoid robotics is turning into a capital race.

Tesla sits at $1.54T market cap Figure is shown at a $39B valuation SoftBank Robotics is backed by a $306B parent company and UBTECH is already public in Hong Kong.

Then comes the serious private stack: Unitree Apptronik Agility Robotics Boston Dynamics Fourier Intelligence 1X Sanctuary AI Neura Robotics Xpeng Robotics RobotEra EngineAI LimX Dynamics Booster Robotics Kepler Galbot and Persona AI.

The chart mixes market cap, parent company market cap valuations and funding so read it as a capital map rather than a clean revenue ranking.

Still the signal is hard to ignore: humanoid robots are moving from lab demos into a heavily funded industrial race.

Which company do you think survives the hardware bottleneck first?

OpenAI and Oracle $ORCL are breaking ground on a $16 Billion data center campus in Saline Township, Michigan

1GWh data center is a part of Project Stargate - CNBC

Top 40 YTD Leaders and Their ADR% (20-Day)

$SNDK — Sandisk Corp
$AXTI — AXT Inc
$AAOI — Applied Optoelectronics Inc
$MXL — MaxLinear Inc
$VSH — Vishay Intertechnology Inc
$ARM — Arm Holdings Plc ADR
$IBRX — ImmunityBio Inc
$DELL — Dell Technologies Inc
$MU — Micron Technology Inc
$NVTS — Navitas Semiconductor Corp
$DOCN — DigitalOcean Holdings Inc
$STX — Seagate Technology Holdings Plc
$NBIS — Nebius Group NV
$WDC — Western Digital Corp
$BE — Bloom Energy Corp
$INTC — Intel Corp
$HUT — Hut 8 Corp
$IRDM — Iridium Communications Inc
$VIAV — Viavi Solutions Inc
$USAR — USA Rare Earth Inc
$MRVL — Marvell Technology Inc
$BB — BlackBerry Ltd
$TTMI — TTM Technologies Inc
$FLEX — Flex Ltd
$NOK — Nokia Corp ADR
$CIEN — CIENA Corp
$AMD — Advanced Micro Devices Inc
$LITE — Lumentum Holdings Inc
$LUNR — Intuitive Machines Inc
$PL — Planet Labs PBC
$GFS — GlobalFoundries Inc
$ON — ON Semiconductor Corp
$WULF — TeraWulf Inc
$RIOT — Riot Platforms Inc
$ALM — Almonty Industries Inc
$TSEM — Tower Semiconductor Ltd
$SMTC — Semtech Corp
$GLW — Corning Inc
$ENPH — Enphase Energy Inc
$ALAB — Astera Labs Inc

❗️Michael Saylor sold BTC!

Last week, the company Strategy sold 32 BTC ($2.5m) - document

The selling price: ~$77,135.

Now, Strategy's balance is 843,706 BTC ($60.7b).

The last time the company sold BTC was in December 2022, when it sold 704 BTC for tax optimization, and two days later, it purchased another 810 BTC.

$JDZG is a perfect example of why I focus on structure, not headlines.

Back when the chart looked completely broken, we identified:

✔ Descending wedge
✔ Improving OBV
✔ Higher lows
✔ TTM momentum shift
The breakout came exactly as expected.
The lesson?
Some of the best opportunities appear when a stock looks forgotten.

Price action always speaks first.

$IREN One of the strongest AI infrastructure charts in the market.

After doubling from the April lows, the stock isn't pulling back aggressively.

It's consolidating near highs.

✅ Bull flag developing
✅ Above 200MA
✅ Strong volume
✅ Higher highs intact
A clean break above $67 could open the door toward $72-$80.
Momentum remains with the bulls. 🔥

$IREN #AI #Stocks #Trading #Datacenter #BitcoinMining

This is the type of setup institutions often build before the next leg higher.

$AMC The chart finally looks alive again.

After months of selling pressure, buyers are reclaiming key levels with volume returning.

A move from $2 → $4 only requires a 100% gain.

For a stock with AMC's history and retail following, that's not an impossible scenario.

The question isn't whether AMC can move 100%.

The question is whether momentum traders decide to come back.

$FJET The breakout everyone ignored is starting to gain traction.

A few days ago, the chart was quietly compressing beneath a major descending trendline.

Today:

- Trendline breakout confirmed
- Volume expanding
- Higher lows intact
- Momentum accelerating
- Space & aerospace themes heating up

The most interesting part?
The stock is still only beginning to emerge from a multi-month base.

These are often the moves that catch traders off guard because the setup looks obvious only AFTER the breakout happens.

Above $10, the chart opens considerably.

The breakout is happening.

Now we'll see how much momentum wants to chase it.

$FJET #SpaceStocks #Aerospace #Stocks #Trading

$HPE A few days ago I said:

"AI isn't only about chips."

Everyone talks about:

$NVDA
$MU
$DELL

But AI also needs:
→ networking
→ enterprise infrastructure
→ cloud architecture
→ data center modernization

Today, HPE just delivered:

- EPS: $0.79 vs $0.53 expected
- Revenue: $10.68B vs $9.79B expected
- Networking revenue +148% YoY
- Cloud & AI revenue +23% YoY

The market is finally realizing what many missed:
HPE isn't just participating in the AI buildout.
It's helping power it.

The breakout above $40 wasn't the story.

The story may be what happens next.

$HPE #AI #Stocks #Infrastructure #Datacenter

🚨A single AI data center now draws 1 gigawatt.

These are the 10 companies building the infrastructure 🏗️

Global data center construction market: $2B+ annually.

Growing at AI speed. 💰

The 10 companies building the AI world:

1️⃣ DPR Construction 🇺🇸 mission-critical data centers

2️⃣ Turner Construction Company 🇺🇸 hyperscale infrastructure

3️⃣ AECOM 🇺🇸 advanced engineering and construction

4️⃣ Jacobs 🇺🇸 large-scale digital infrastructure

5️⃣ Fluor Corporation 🇺🇸 mission-critical facilities worldwide

6️⃣ Holder Construction 🇺🇸 complex hyperscale facilities

7️⃣ Fortis Construction 🇺🇸 high-performance data center builds

8️⃣ Skanska 🇸🇪 sustainable smart infrastructure

9️⃣ Arup 🇬🇧 energy-efficient resilient design

🔟 Mortenson 🇺🇸 next-generation data center projects

The problem they're all building around:

New grid interconnects take 5–7 years.

These facilities need power now.

So hyperscalers are bypassing the grid entirely signing private gas fired power deals directly at the data center site⚡

In my portfolio I already hold the company sitting on the gas.

I already hold the company sitting on the pipe.

🚨The NextEra-Dominion deal is completely remaking the North American power map.

This map from Orennia shows who controls electricity generation across North America state by state.

🇺🇸The US is a patchwork of regional utilities.

🇨🇦Canada is dominated by massive hydro monopolies.

But one combined entity NextEra-Dominion would become the largest power producer in 5 states simultaneously.

Including Virginia.

The data center capital of the world.

Here's the problem nobody is solving fast enough.

New grid interconnects take 5-7 years.

The queue is backed up for a decade.
Permitting, transmission buildout, state approvals the process was designed for a world that didn't need gigawatts delivered to a single campus in 18 months.
These facilities need power now.

So hyperscalers are bypassing the grid entirely.

They're signing private gas-fired power deals directly at the data center site⚡

Not waiting for the utility.
Not waiting for the interconnect queue.
Contracting directly with gas generators to build behind-the-meter capacity and commissioning it in months, not years.

The grid is too slow.
Private gas is the bridge.

In my portfolio, I already hold the company sitting on the gas.
I already hold the company sitting on the pipe.

But I just completed an analysis on the company that will benefit from this most and the upside is significant.

Most people think AI runs on GPUs.

That's like saying the internet runs on browsers.

Modern AI is powered by an entire ecosystem of processors:

🧠 CPU → Coordinates everything
⚡ GPU → Trains massive models
🔷 TPU → Accelerates tensor operations
📱 NPU → Brings AI to phones & laptops
🚀 LPU → Delivers ultra-fast LLM responses
🌐 DPU → Handles networking, security & data movement

The interesting part?

Every AI breakthrough depends on ALL of them working together.

A trillion-parameter model is useless if:
• Data can't reach it fast enough
• Inference is too expensive
• Edge devices can't run it
• Infrastructure can't scale

The next AI race won't be won by the best model.

It'll be won by whoever builds the best compute stack.

Models get the headlines.

Chips run the world.

Which processor category do you think will see the biggest growth over the next 5 years?

Compute continues to be the bottleneck.

Since my post 1 month ago...

$DGXX Digi Power X +103.54%
$HIVE Hive Digital +83.08%
$WYFI WhiteFiber +75.24%
$HUT Hut 8 +69.54%
$BTDR Bitdeer +52.22%
$RIOT Riot Platforms +51.23%
$NBIS Nebius +49.93%
$CLSK CleanSpark +46.72%
$ORCL Oracle +37.64%
$APLD Applied Digital +34.55%
$CORZ Core Scientific +35.31%
$CIFR Cipher Mining +34.21%
$IREN IREN +32.03%

$ARM/USD H2 #Indicator #Signal #Trading #GlobalOneAI

🇦🇺☢️Australia holds roughly 30% of the world’s recoverable uranium resources.

That is a strategic advantage.

But policy still lags the geology.

Uranium is not on Australia’s federal critical minerals list.

Nuclear power is still banned at the federal level.

Several states have spent years restricting uranium mining, though some are now moving to unwind those barriers.

That is the contradiction:

Australia has one of the world’s largest uranium endowments.

But it still has not fully built a national strategy around it.

As nuclear demand rises, that gap becomes harder to ignore.

The rocks are strategic.

The policy is still catching up.

A court just told GE Vernova: keep working on the project that owes you $360 million. 🧵

GE sent a termination notice after Vineyard Wind didn't pay $360 million.
Vineyard Wind sued.

A judge blocked the exit in April.
GE appealed, asked for reconsideration.
Both denied.
200+ GE employees legally compelled to stay on a project that hasn't paid them.

The judge's logic says everything: the only way to keep this $4.5 billion project alive is to force the supplier to stay.
If GE exits, financing collapses.
That's not a capital structure.... That's a project held together by injunction.

While offshore wind struggles under its own weight, a new model is being built quietly turbine by turbine, directly at the data center site.

Hyperscalers aren't waiting for the grid.
A mobile gas turbine is on site in 12-18 months.
A grid interconnect takes 5-7 years.

The binding constraint isn't gas.
It's turbines.

And 1 US-listed company owns that chokepoint.

🚨If you live in Europe, paying for anything in cash above €10,000 becomes illegal from 10 July 2027, and anything over €3,000 will mean handing over your ID before the payment goes through.....

This is one EU law covering all 27 countries at once. Your government can set the limit lower than €10,000, but never higher, and several already have

France and Spain cap business cash payments at €1,000. Italy sits at €5,000. Greece at just €500. The rule only lets those numbers fall further over time, never rise

They say this is about catching criminals. But cash is still how most of Europe actually pays day to day. It's 63% of payments in Germany, 54% in Austria, 75% in Greece. Austria and Ireland have no cash limit at all today. From 2027 they will

The same year this limit lands, the European Central Bank begins a year-long test of the digital euro

A digital currency like this could come with limits on how much you hold, and digital money tried elsewhere has been built to expire or restrict how it gets spent

But cash, the one form of money that leaves no record and answers to nobody, may not stay open for much longer

🚀 ASUS dropped the ProArt RTX Spark lineup at Computex 2026!

✦︎ ProArt P16 & P14 laptops + ProArt Mini PC
✦︎ Powered by NVIDIA RTX Spark superchip
→ 20-core Grace CPU + Blackwell GPU (6,144 CUDA cores)
→ Up to 128GB unified memory
→ 1 petaflop AI performance

✦︎ Super-small creator machines: 4K/3K Lumina Pro OLED displays, up to 99.9Wh battery, all-day runtime

✦︎ Built for: Local 120B LLMs, 90GB+ 3D scenes, 4K AI video generation, professional workflows

✦︎ ProArt Mini PC is a compact Local AI token factory with 10GbE + strong cooling 💪

Coming Fall 2026 🔥

The AI trade is evolving.

Phase 1:
$NVDA

Phase 2:
The companies helping enterprises actually deploy AI.

$HPE
$DELL
$SMCI
$MU
$IBM

Servers.
Networking.
Storage.
Memory.
Enterprise AI.

The AI buildout is becoming an ecosystem worth trillions.

And Wall Street is only beginning to understand how many winners there may be.