Offshore
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WealthyReadings
Two predictions I’ll put money on.
1️⃣ $BTC will bottom sooner rather than later.
2️⃣ $MSTR will be the best performing asset in the next 6 months.
You don’t need 20 trades to make a year.
You just need one well-timed conviction play.
This will be mine.
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Two predictions I’ll put money on.
1️⃣ $BTC will bottom sooner rather than later.
2️⃣ $MSTR will be the best performing asset in the next 6 months.
You don’t need 20 trades to make a year.
You just need one well-timed conviction play.
This will be mine.
$MSTR is down 68% from its ATH. Not putting this name on your watchlist is literally saying no to money.
Social media will keep screaming about bankruptcy while not understanding its debt structure. The reality is that:
🔹Trades below 1x NAV
🔹No notes mature until 2028
🔹Conversion price for the nearest debt is $183
The noise will stay loud. But anyone who spends more than 5min studying this name will see it has the potential to outperform $BTC in returns, sooner rather than later.
It isn’t time yet. But again, not putting it on our watchlist is like aying no to money. tweet
Offshore
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Fiscal.ai
A DoorDash board member just purchased $100 million worth of shares in the open market.
$DASH https://t.co/bU2BJBBdSk
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A DoorDash board member just purchased $100 million worth of shares in the open market.
$DASH https://t.co/bU2BJBBdSk
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WealthyReadings
Too many people buy stocks simply because they think the company is great.
But every single buy should come with the answer to one very simple question: Why would that stock go up?
One of the most common answer is "because it’s cheap". Buying a stock because it's "cheap" is certainly one of the biggest source of underperformance in the markets.
If you do not have an answer and form a clear thesis, then there’s no reason to be buying that stock at that moment. Your liquidity is always better elsewhere.
Liking a company or following a great business does not mean it will end up being a great investment.
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Too many people buy stocks simply because they think the company is great.
But every single buy should come with the answer to one very simple question: Why would that stock go up?
One of the most common answer is "because it’s cheap". Buying a stock because it's "cheap" is certainly one of the biggest source of underperformance in the markets.
If you do not have an answer and form a clear thesis, then there’s no reason to be buying that stock at that moment. Your liquidity is always better elsewhere.
Liking a company or following a great business does not mean it will end up being a great investment.
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Offshore
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Fiscal.ai
RT @BradoCapital: Did you know if you click this button you see our Changelog?
We're sprinting HARD rest of year expect a lot of great stuff being added every few days. https://t.co/GohLfC1IbQ
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RT @BradoCapital: Did you know if you click this button you see our Changelog?
We're sprinting HARD rest of year expect a lot of great stuff being added every few days. https://t.co/GohLfC1IbQ
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Offshore
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Quiver Quantitative
We've been reporting on Representative Tim Moore's recent purchases of Intel stock.
Moore sits on the House Subcommittee on AI.
$INTC has now risen 121% since his August 1st purchase. https://t.co/0kXDNgwBZp
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We've been reporting on Representative Tim Moore's recent purchases of Intel stock.
Moore sits on the House Subcommittee on AI.
$INTC has now risen 121% since his August 1st purchase. https://t.co/0kXDNgwBZp
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Offshore
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memenodes
https://t.co/Xnk9g4o8EE
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https://t.co/Xnk9g4o8EE
[ DOOMER ]
S&P APPROVES STRATEGY’S APPLICATION, $MSTR TO JOIN S&P 500 ON JANUARY 1, 2026 tweet
Wasteland Capital
$AAPL at new All Time High today.
Is it because the Vision Pro has been an huge success? No.
Is it because of the incredible power of Apple Intelligence? Also no.
No capex, no AI, no problems.
Release the same phone every year, just 5% better.
Do nothing else.
Win. 🤷♂️
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$AAPL at new All Time High today.
Is it because the Vision Pro has been an huge success? No.
Is it because of the incredible power of Apple Intelligence? Also no.
No capex, no AI, no problems.
Release the same phone every year, just 5% better.
Do nothing else.
Win. 🤷♂️
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Offshore
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WealthyReadings
$ALAB is up more than 15% in two days following $CRDO earnings.
Why? Because the market starts to understand that the next AI winners aren't the obvious ones who sell volume.
They are the small ones who sell optimization.
I bought $ALAB a few days ago for 10% of the portfolio. I now have all the confirmations I need to double the position.
Bet big on your winners when the stars are aligned.
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$ALAB is up more than 15% in two days following $CRDO earnings.
Why? Because the market starts to understand that the next AI winners aren't the obvious ones who sell volume.
They are the small ones who sell optimization.
I bought $ALAB a few days ago for 10% of the portfolio. I now have all the confirmations I need to double the position.
Bet big on your winners when the stars are aligned.
$ALAB is setting up to be one of the major winners of the next AI narrative: optimization.
The bulk of compute has already been deployed. The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.
Hardware optimization is what $ALAB does.
They build the invisible backbone of AI data centers, systems that move data faster, smoother and with far less waste. They eliminate the bottlenecks that slow AI down.
Why this matters:
🔹 Every AI giant is now obsessed with efficiency, energy is capped and data centers can’t scale fast enough so they need to optimize.
🔹 Bigger models + more demand = more data movement = more & larger bottlenecks.
🔹 Every second of compute lost or non optimized costs companies more than the hardware to fix that situation.
🔹 The future is about squeezing every ounce of performance out of existing infrastructure
That's what $ALAB proposes.
As AI continues to scale, the next winners won’t be the companies selling volume anymore, they’ll be the ones unlocking above average optimization.
The leap from “great” to “perfect” is where the next trillion-dollar value will be created. And only a few specialized players can deliver that.
$ALAB might be one of the biggest opportunities in that narrative.
Details below 👇 tweet