That’s not a belly. That’s accumulated unrealized gains from years of waiting for the fat pitch. #LegendaryTrader #Druckmiller

I own three stocks to get AI energy exposure: $TOU.TO $SEI $NRGV

$MRVL has large exposure to RAM and fiber optics. Two of the hottest AI themes at the moment. Insider buys, valuation is not crazy. It has 40% revenue exposure to China, but China didn't retaliate after the Iran US war. One of my high conviction names.

$SEI

$AAOI

$MRVL

$MRVL CEO Matt Murphy: "In aggregate, we expect Marvell’s overall revenue in fiscal 2028 to grow close to 40% year-over-year, reaching approximately $15 billion, roughly $2 billion higher than the outlook we provided in our December earnings call and driving our non-GAAP EPS to

Matt Murphy got quite fired up in the last question from analysts.😂 Go listen to the call, don't just read the transcript. $MRVL

Blockchain adoption still has a long road ahead. Even Canada’s big-bank pilot projects show the results are… mixed. Don’t just follow the loudest crowd like a monkey. Use your own brain and think independently. investmentexecutive.com/news/big-banks…

Like most of the gamblers of the stock market, Trump wants to attack Iran during the weekends without impacting the market too much and end the war by next market open.

本次伊朗战争输家和赢家大排名及理由： 1. 伊朗：伊朗输得最彻底，政权受到破坏，经济陷入严重危机，被疯狂轰炸。虽然有一线机会转化为民主国家，但是这样的神权国家是天生的民主基因不良，更可能的情况还是回到原点。

⚡️JUST IN: Iran affiliated media shared a lego animation video called "Narrative of Victory" depicting the U.S-Israel war with Iran. This is creative.

It’s like three dollars per person per day in US? Imagine what that money can do? A coffee?

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

$TALK got acquired. 100% return since I bought. investors.talkspace.com/news-releases/…

Sigma Lithium $SGML: high-growth lithium producer in Brazil. Phase 1 ~270k tpa today → Phase 2 expansion to ~520k tpa by 2027 (construction expected to resume 2026). Revenue projection: • 2025: ~$140–190M • 2026: ~$385–450M (+150–200%) as scale kicks in • ~30% annual growth

If your friends aren’t talking about: - Hormuz - OpenClaw - Commodities - Memory chips and fibre optics - Stanley Druckmiller - Relative Strength You need to find new friends

$NRGV bull case: Hypergrowth energy storage play shifting to high-margin 'Own & Operate' Asset Vault model. Financing deal closed in March Backlog ~$920M+ FY2025 rev +335% YoY to ~$200-205M First positive adj. EBITDA in Q4 '25 ($5-10M) Recurring revenue from battery projects