niffty @nifftyclean

The Story Of Chinese Qur'an

@lava_xbt 40k soon

@data168 i dmd you, can check your dms please

🚨 C’EST QUOI CETTE FOLIEEE !?! 🎆🤯 Le MC Alger a fêté hier soir son 10ème TITRE de champion d’Algérie. 🏆🇩🇿 La vidéo de DINGUE. 🤩

The human eye magnified one million times, a masterpiece created without a brush, paint or pen, brought into existence only by the command: "Be." A flawless sign of the greatness and perfection of Allah’s creation. SubhanAllah

Hey @grok, could you help identify the year this image of Masjid al-Haram was taken?

Burry is right, just early...

Cassandra Unchained @michaeljburry

4 months ago

Sounds of galloping horses, through the breach never to open, run over to rise again, until clouds darken.

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The beautiful part of trading is that what works today won’t work tomorrow but there’s new opportunities springing up daily Markets are about finding inefficiencies that you can exploit until they stop working Your literal job is being curious, fucking around and finding out

@lava_xbt what do you think

@lava_xbt this is what i see, what do you think

Strong vs Weak Lows Study.

@NoahGreenSnow i sent you a dm, can you check your dms please, thank you

“In chess, the amateur responds to threats while the grandmaster creates them.”

ZERO IKA 🗡️ @IamZeroIka

9 months ago

x.com/i/article/2015…

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@UncleSam_Altman Generated exit liquidity

@UncleSam_Altman touched and dipped

My favorite AI names for 2026: Layer 1 - Power: $TSLA Layer 2 - Chips: $AMD, $ASML, $AVGO Layer 3 - Data centers: $NBIS, $ALAB Layer 4 - AI models: $GOOGL Layer 5 - Software platforms: $PLTR, $RBRK, $TEM Layer 6 - AI apps and agents: $ZETA, $DUOL, $AXON

Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding. But ever wonder about the more silent trades you should really be watching out for? 1. Tungsten - $ALM 2. Indium - $TECK 3. Bismuth - TSE: $VNP 4. Tellurium - $VNP 5. Molybdenum - $FCX 6. Lithium - $LAC 7. Antimony- $UAMY 8. Gallium - $AA 9. Germanium - $TECK 10. Graphite - $SYAAF This are the list of some of the top Chinese critical minerals/material export control chokepoints and the Western beneficiary. Not everyday do you have foreign governments telling you what to buy.

Rare Earths & Critical Minerals. This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure... My top 8 favorite names to watch right now: Rare Earths... $MP (MP Materials)…still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative. $CRML (Critical Metals Corp.)…one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. $USAR (USA Rare Earth)…gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first” rare earth name. $TMC (Metals Company)...one of the most geopolitically aligned critical-minerals plays in the market ------------------------ Critical Minerals... $LAC (Lithium Americas)…thacker pass advancing; arguably the most important U.S. lithium project coming online this decade. $UUUU (Energy Fuels)…rare earths + uranium combo; white mesa processing hub + monazite pipeline give it multiple macro tailwinds. $UAMY (United States Antimony)…pure antimony exposure; one of the most under-the-radar critical minerals with defense relevance. $TMQ (Trilogy Metals)…alaska-based copper + zinc assets; leveraged to U.S. critical metals supply chain narratives. The Trump administration has roughly 3 years left. They've shown that this theme is a top priority, even going as far as acquiring 10%+ stakes in companies. This theme is here to stay (feel free to bookmark this). 1 year returns below:

The Kobeissi Letter @KobeissiLetter

9 months ago

BREAKING: The Trump Administration is set to invest $1.6 billion in USA Rare Earth Inc, $USAR, for a 10% stake in the company, per FT. The stock also happened to be up +9% on Friday and +46% over the last 5 days. Trump wants more US rare earths.

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🚨Copper crunch Is the viral narrative right now! I'm really interested in the pivot from copper to optics $POET $ALMU $LITE $COHR $AAOI The market is obsessed with copper right now. Prices are ripping, supply fears are everywhere, and the AI buildout is forcing investors to think about raw materials again. In Data centers, copper stays essential for power delivery, transformers, and facility wiring. The place copper starts getting replaced is the data interconnect, because bandwidth growth is outpacing what dense electrical links can carry efficiently. As AI clusters get denser and speeds rise, the problem isnt that we don't have enough copper, it’s that copper data links lose their effective distances. The faster you try to move data inside a rack, the more power you burn just keeping the signal clean and the usable distance shrinks. So optics gets pulled closer to the GPUs: first more fiber between racks, then optical engines sitting right next to the switch, and then co-packaged optics (CPO) Copper supply is the story the market is trading, and photonics is the upgrade cycle AI infrastructure is moving toward. Here are some of the top NYSE/NASDAQ plays for the copper-to-photonics pivot: $AVGO (Broadcom: the switch chips inside AI networks; pushing CPO) $MRVL (Marvell: the signal-cleaning chips that make high-speed optics work) $LITE (Lumentum: laser sources and photonic parts used in transceivers) $COHR (Coherent: InP-based lasers/components; supplies core building blocks for AI optics) $AAOI (Applied Optoelectronics: builds and ships transceivers directly into hyperscalers) $POET (POET: packaged light engine modules designed to simplify optical connectivity) $AXTI (AXT: the InP wafer supplier upstream of many optics components) $VIAV (Viavi: test gear used to qualify and troubleshoot high-speed optical links) $MTSI (MACOM: driver/TIA and high-speed analog chips that sit inside optics modules) $GLW (Corning: fiber and cable systems that connect AI buildings and racks) $FN (Fabrinet: contract manufacturer assembling optics modules for many brands) $INTC (Intel: silicon photonics transceivers; one of the few at meaningful volume) $ALMU (Aeluma: III-V-on-silicon approach aimed at scaling optics components) AI scaling drives copper attention, and that same scaling pull pushes optics deeper into the rack. What’s your favorite bet in this convergence?

TheGladiator @TheGladiatorHC

9 months ago

You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly..... You people have no idea whatsoever what we’re facing. “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth, with no

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$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down. NUCLEAR • $SMR industrializing small modular nuclear reactors • $UUUU integrating uranium mining with fuel processing • $OKLO building on-site nuclear power for AI data centers • $CCJ anchoring uranium supply for the nuclear build cycle • $LEU enabling advanced reactors through fuel enrichment • $UEC scaling uranium production for long-duration demand • $BWXT supplying critical nuclear components & fuel systems • $NNE developing microreactors for distributed baseload power GRID & STORAGE • $TSLA scaling grid-scale battery storage • $QS developing next-gen battery chemistry • $EOSE commercializing long-duration storage • $FLNC deploying utility energy storage for grid stability • $MVST supplying batteries for storage & electrification FUEL CELLS • $BE deploying always-on solid-oxide fuel cells • $FCEL providing distributed fuel-cell generation • $GEV supplying flexible gas turbines to fill grid gaps • $PLUG building hydrogen infrastructure for future power systems RENEWABLES • $ENPH enabling distributed solar & storage at the edge • $FSLR manufacturing utility-scale solar for grid reliability • $NXT improving utility solar economics through tracking systems POWER OPERATORS • $DUK upgrading grids to meet rising demand • $SO expanding regulated baseload power infrastructure • $NEE operating large-scale generation for AI-driven load growth POWER PRODUCERS • $AES scaling renewables & storage globally • $NRG balancing generation and retail power exposure • $VST monetizing flexible generation in tight power markets • $TLN operating merchant power positioned for AI load spikes