$CODI owns Arnold Magnetic Tech that appears to be well positioned in the critical rare earths for defense and more. As Penny points out it's not well known to the market if at all. They have exposure to and the ability to address many of the hot markets like defense, space,

Agree here.

This is why $LINK is my only other crypto holding besides BTC/ETH

Wouldn't mind a cool down for a few days/weeks. When everyone is complaining about taking profits too early, it's time to take a step back an reevaluate.

world-nuclear-news.org/articles/us-co…

$HOND $IMSR Selected as one of four companies to participate in the nuclear fuel line pilot program.

This is BEYOND insane: AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage. Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030. What does this mean? Let us explain. (a thread)

$PATH looks to be the purest way to play Agentic AI. I don’t see many stocks still building a big base who use AI effectively, have $0 in debt, $1.3B in cash, $1.5B in yearly revenue, and partnerships with OpenAI, Nvidia, Microsoft, and Google.

$MP $NB $UUUU $USAR $CRML $METC

Welcome to crypto, Tom Lee Thomas (Tom) Lee (not drummer) FSInsight.com

Everyone needs to hear this…

ETHBTC perfect bounce on the weekly.

I think $AMD will outperform $NVDA over the next few years and close the gap.

I'm going to do a quick thread on what I am seeing in terms of late cycle stock behavior. I give you a reference chart here with $MGNI in 2021 going 10X in 5mo, before collapsing -90% over the next 2 years. Mind you, this is a good business with real revenues.

$OUST - Several executives sold shares today.

Theres no 2019 repo playbook because SRF exists now whereas it didn’t back then. The infrastructure exits already if it’s needed. Why do people assume that a lack of QT implies incoming QE? I’m genuinely confused where this idea came from. You can just be neutral… QE has never

$AMD up 18% $NVDA down 2% since

BREAKING: China is delaying its recent export controls on rare earths to the US by 12 months to "reexamine" the plan, per US Treasury Secretary Bessent.