AkhenOsiris
Wells Fargo expects a number of tailwinds to drive equities higher, especially lagging stocks with large short bets against them. The Wall Street bank believes a market “reflation” and short squeeze in certain stocks will be driven by more spending resulting from tax refunds (averaging $800 per person year over year), faster earnings growth in underperforming sectors and more liquidity injected into the market by the Fed.
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Wells Fargo expects a number of tailwinds to drive equities higher, especially lagging stocks with large short bets against them. The Wall Street bank believes a market “reflation” and short squeeze in certain stocks will be driven by more spending resulting from tax refunds (averaging $800 per person year over year), faster earnings growth in underperforming sectors and more liquidity injected into the market by the Fed.
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Clark Square Capital
RT @ReturnsJourney: where is the cheapest value in the world?
Like 2009 crisis cheap?
I find Kazakhstan, French micro caps, some Indonesia.
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RT @ReturnsJourney: where is the cheapest value in the world?
Like 2009 crisis cheap?
I find Kazakhstan, French micro caps, some Indonesia.
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Offshore
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The Few Bets That Matter
$NBIS had a wild day.
Announced a new 80MW datacenter in Israel, Vera Rubin to be available in US and Europe From H2-26, new price targets above $200...
Demand is here. The tean executes.
And we're back above $100. And we will go much higher 🫣 https://t.co/UG0ZZB8XQ4
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$NBIS had a wild day.
Announced a new 80MW datacenter in Israel, Vera Rubin to be available in US and Europe From H2-26, new price targets above $200...
Demand is here. The tean executes.
And we're back above $100. And we will go much higher 🫣 https://t.co/UG0ZZB8XQ4
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Offshore
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The Few Bets That Matter
$BABA has been frustrating for many lately.
But there is nothing wrong in consolidation. We're below the trendline, a pattern which has been repeated twice perfectly during 2025.
I’ll share a refreshed bull thesis on China and Alibaba in a few days.
You don’t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.
Patience.
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$BABA has been frustrating for many lately.
But there is nothing wrong in consolidation. We're below the trendline, a pattern which has been repeated twice perfectly during 2025.
I’ll share a refreshed bull thesis on China and Alibaba in a few days.
You don’t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.
Patience.
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Offshore
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God of Prompt
You can just be Grokking things
@grok not you silly
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You can just be Grokking things
@grok not you silly
🚨 DeepMind discovered that neural networks can train for thousands of epochs without learning anything.
Then suddenly, in a single epoch, they generalize perfectly.
This phenomenon is called "Grokking".
It went from a weird training glitch to a core theory of how models actually learn.
Here’s what changed (and why this matters now): tweet
The Few Bets That Matter
$BTC went down to $91,100. And flew back up in an hour.
This is text book bull market price action. Liquidate the ones who are a bit late or too cocky and run back at it right after.
Be safe out there. But be there.
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$BTC went down to $91,100. And flew back up in an hour.
This is text book bull market price action. Liquidate the ones who are a bit late or too cocky and run back at it right after.
Be safe out there. But be there.
$BTC is bound to go back to $90,000.
$MSTR will follow down. And foolow up.
The fun begins after the shake out. tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
$BTC is bound to go back to $90,000.
$MSTR will follow down. And foolow up.
The fun begins after the shake out.
$MSTR will follow down. And foolow up.
The fun begins after the shake out.
The Few Bets That Matter
RT @WealthyReadings: The game is sizing.
It isn't investing, nor trading.
Having a 5% position which has a 100% potential will only yield a 5% gain on your portfolio, for what is an outstanding performance.
You want to place big bets. On big names.
Anything else is a missed opportunity.
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RT @WealthyReadings: The game is sizing.
It isn't investing, nor trading.
Having a 5% position which has a 100% potential will only yield a 5% gain on your portfolio, for what is an outstanding performance.
You want to place big bets. On big names.
Anything else is a missed opportunity.
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The Few Bets That Matter
RT @WealthyReadings: $MSTR trades at $165.
It should trade at $221 relative to its $BTC holding.
It should trade at $234 with $BTC at $100,000.
And at $281 with $BTC at $120,000.
And that's only to match the value of its holding, not including any premium.
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RT @WealthyReadings: $MSTR trades at $165.
It should trade at $221 relative to its $BTC holding.
It should trade at $234 with $BTC at $100,000.
And at $281 with $BTC at $120,000.
And that's only to match the value of its holding, not including any premium.
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Offshore
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The Few Bets That Matter
RT @WealthyReadings: $MSTR has bottomed.
$BTC is back on an uptrend.
The market will remember that AI is here to stay.
We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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RT @WealthyReadings: $MSTR has bottomed.
$BTC is back on an uptrend.
The market will remember that AI is here to stay.
We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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Offshore
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The Few Bets That Matter
RT @WealthyReadings: $SLB is up another 11% today.
My trade on the name, shared 3 months ago, is up ~43%
$HAL is up 12% more today.
My trade, also shared 3 months ago, is up 125%
Both were shared for free. But energy didn't interest anyone back then, and yet both outperformed most tech. https://t.co/cGtfxi06nm
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RT @WealthyReadings: $SLB is up another 11% today.
My trade on the name, shared 3 months ago, is up ~43%
$HAL is up 12% more today.
My trade, also shared 3 months ago, is up 125%
Both were shared for free. But energy didn't interest anyone back then, and yet both outperformed most tech. https://t.co/cGtfxi06nm
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Offshore
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The Few Bets That Matter
$NVDA didn’t put PCIe v6 connectors on Rubin GPUs just to look pretty.
They’re showing optimization potential. This is the next massive vertical. Optimizing hardware for energy consumption and maximum compute.
$ALAB offers this. Through PCIe v6.
Yet, the market sells the stock as it assumes optimization will be fully integrated into $NVDA GPUs, tomorrow.
Maybe someday. But not tomorrow, we're years away from this, if it ever happens.
Vera Rubin will be on volume production end of 2026 and run through 2027. So yeah, not tomorrow. Until then, optimization will come from hird-party hardware. From $ALAB. And for years.
After that, they'll offer optical and other optimizing hardware, so $ALAB has a very long and profitable path in front of himself.
The market is selling the stock on bad assumptions. Understand the overreaction. Take advantage.
https://t.co/mm3A4EAyJG
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$NVDA didn’t put PCIe v6 connectors on Rubin GPUs just to look pretty.
They’re showing optimization potential. This is the next massive vertical. Optimizing hardware for energy consumption and maximum compute.
$ALAB offers this. Through PCIe v6.
Yet, the market sells the stock as it assumes optimization will be fully integrated into $NVDA GPUs, tomorrow.
Maybe someday. But not tomorrow, we're years away from this, if it ever happens.
Vera Rubin will be on volume production end of 2026 and run through 2027. So yeah, not tomorrow. Until then, optimization will come from hird-party hardware. From $ALAB. And for years.
After that, they'll offer optical and other optimizing hardware, so $ALAB has a very long and profitable path in front of himself.
The market is selling the stock on bad assumptions. Understand the overreaction. Take advantage.
https://t.co/mm3A4EAyJG
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