Jay @makingimpact1
San Diego, CA Joined May 2009-
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I estimate CIFR will be worth $25-30 by the time they close the next 100-300MW deal and complete initial financing. Markets are hard. But occasionally, it’s pretty easy to make money.
The Real 4,700% Bitcoin Play Exposed! (Not What You Think) | @mikealfred 00:00 - Coming Up 01:25 – Biggest week in crypto? 06:17 – Miners breaking from Bitcoin beta 12:13 – Google validates Cypher’s big move 18:04 – Bitcoin’s unique grid balancing role 22:44 – Joining Bakkt’s…
If I were 70+ with $2,000,000, here are five stocks I'd buy: 1. $VOO - S&P500 2. $VIG - High Quality Dividends 3. $SCHD - High Yield Dividends 4. $USMV - Low Volatility Large Cap Stocks 5. $BND - Bonds
$BULL #BULL This one has the potential for a "launch" off the volume shelf in the coming 1-2 weeks. This has been extremely compressed over the last 3 months.
THE FUTURUM AI FIFTEEN REBALANCE IS OUT Each company is scored using our proprietary AIRometer -- a composite signal that reflects both current position & future trajectory across the AI stack. 1. $AVGO | Broadcom | 9.4 2. $TSM | Taiwan Semiconductor | 9.2 3. $PLTR | Palantir…
THE FUTURUM AI FIFTEEN REBALANCE IS OUT Each company is scored using our proprietary AIRometer -- a composite signal that reflects both current position & future trajectory across the AI stack. 1. $AVGO | Broadcom | 9.4 2. $TSM | Taiwan Semiconductor | 9.2 3. $PLTR | Palantir…
"You are systematically guaranteed to win as long as you have enough patience." - @mikealfred
Quick and friendly reminder: Bitcoin will break $124,000, Ethereum will break $5,000, and the IWM will break 244 decisively, and all will happen around the same time in October, both corresponding with and triggering a massive global rally in all risk assets. Buckle up, cowboys.
The A.I. Bubble Doesn’t Exist, The Bears Are Wrong! Time and time again I have turned on a major financial news network, listened to a financial podcast, or seen a post on X indicating that we’re in an A.I. bubble. The rapid surge in A.I. related investments and some stock…
IMO, $DSYNC is one of the most obvious AI buys right now 🤖 - Sitting under $100M, I see this running into the billions this cycle. The risk/reward here is massive.
IMO, $DSYNC is one of the most obvious AI buys right now 🤖 - Sitting under $100M, I see this running into the billions this cycle. The risk/reward here is massive. https://t.co/Vmj9Hf1dDM
Right now, I’d buy: $AMD over $NVDA $IREN over $CIFR $BABA over $AMZN $ASTS over $RKLB $SMR over $OKLO Change my mind 👇
🚨 TOKENIZATION ~ THE TRILLION DOLLAR $ETH OPPORTUNITY: 🤯 From Trump Tower To Taylor Swift, Here's What You Can Own A Piece Of • Real Estate: Instead of buying an entire building, you can own a fraction of it, receiving a portion of the rental income and appreciation. •…
AI CITY BUILD-OUT COMPANIES WITH THE HIGHEST MARGINS • Unicorn (40%+) | $NVDA, $AVGO, $CIFR, $TSM, $CRDO • Elite (30-39%) | $ARM, $ALAB, $CDNS, $KLAC, $MSFT, $MU, $GOOGL, $SNPS, $MRVL, $ORCL • Good (20-29%) | $ASML, $LRCX, $IREN • Solid (0-20%) | $AMD, $AMZN, $INTC •…
AI CITY BUILD-OUT COMPANIES WITH THE HIGHEST MARGINS • Unicorn (40%+) | $NVDA, $AVGO, $CIFR, $TSM, $CRDO • Elite (30-39%) | $ARM, $ALAB, $CDNS, $KLAC, $MSFT, $MU, $GOOGL, $SNPS, $MRVL, $ORCL • Good (20-29%) | $ASML, $LRCX, $IREN • Solid (0-20%) | $AMD, $AMZN, $INTC •… https://t.co/YfJ6GHVhFC
If I were 30 with $10,000, here are five stocks I'd buy: 1. $META - Social Media Moat 2. $AMZN - E-commerce Moat 3. $OSCR - Health Insurance Disruptor 4. $ZETA - Martech Disruptor 5. $DLO - Emerging Markets Giant
- Accenture's layoffs of 11,000 employees, announced on September 28, 2025, reflect a $865 million restructuring to pivot toward AI, supported by a Reuters report from September 25, 2025, showing the company beat revenue estimates with a 7% growth to $69.7 billion, partly due to…
- Accenture's layoffs of 11,000 employees, announced on September 28, 2025, reflect a $865 million restructuring to pivot toward AI, supported by a Reuters report from September 25, 2025, showing the company beat revenue estimates with a 7% growth to $69.7 billion, partly due to…
.@CathieDWood explains why she disagrees - in a friendly way - with Tom Lee @fundstrat & favours Bitcoin over Ethereum, but is increasingly warming up to Ether & buying Bitmine. Full bonus crypto episode with Cathie here: youtu.be/0h97qNDbzvM?fe…
Ethereum treasury companies' stocks are doing poorly. $BMNR: Down 70% from ATH $SBET: Down 60% from ATH $ETHM: Down 30% from ATH $BTBT: Down 35% from ATH Their stock performance is the reason that these companies collectively bought way less ETH than in August. Keep an eye on…
Polymarket odds of a US gov shutdown just nuked 85% → 63% - If it happens: risk assets sell off. - After they “solve” it: liquidity floodgates reopen. $BTC wins either way 🚀
U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028 8 “Power Players” to watch: • $NNE grid buildout • $CCJ uranium supply • $VRT power & cooling • $VST grid generation • $LEU enriched uranium fuel • $CEG nuclear baseload • $EOSE long-duration storage
I’m officially calling it… $BULL is going to have a massive squeeze soon after its 5 month consolidation… With 46% YoY revenue growth, & over $1.6B in cash show $BULL is clearly undervalued. If you missed $HOOD from $29 to $130+ this is your second chance. Don’t miss it…
$IREN $WULF and $CIFR will be significant beneficiaries of the insatiable demand for AI energy + capacity.

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