Lilaclaicc
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Lilaclaicc
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$D-Wave Quantum (QBTS.US)$
This is the largest gain in a LONG time. Could be due to the Fed buffering the system against the Iran war shocks but it's also an expected time for seasonal liquidity to start increasing after the tax refund fundraise in Jan/Feb. Should the Fed continue to pump, and if a significant enough chunk of tax refunds enter the stock market, it should be v. positive, unless the war takes an even worse turn.
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This is the largest gain in a LONG time. Could be due to the Fed buffering the system against the Iran war shocks but it's also an expected time for seasonal liquidity to start increasing after the tax refund fundraise in Jan/Feb. Should the Fed continue to pump, and if a significant enough chunk of tax refunds enter the stock market, it should be v. positive, unless the war takes an even worse turn.
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Lilaclaicc
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$CoreWeave (CRWV.US)$ And now we buy. All in on 2x long?
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Lilaclaicc
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🚨24-Year-Old Trader Turns $225M into $5.5B: He Didn't Bet on AI Models, but on AI's 'Electricity'
There’s a wildly crazy trading story in the market recently.
A 24-year-old fund manager turned $225 million into $5.5 billion in less than 12 months.
Many people assumed such returns must have come from leading AI stocks.
But if you look closely at his portfolio, you’ll discover a completely different logic.
He didn’t bet on AI software.
Instead, he bet on the bottleneck of AI infrastructure.
The largest single holding is:
$BE
Position size approximately $885 million, accounting for about 20% of the entire fund.
What is Bloom Energy's core business?
Providing distributed energy systems for data centers.
In other words—
AI requires computing power, and computing power requires electricity.
This is the most overlooked part of the entire AI infrastructure chain.
His second major bet is:
The CoreWeave ecosystem.
He recently added $300 million to his position, bringing his investment in CoreWeave to $700 million.
At the same time, he also holds approximately 10% of Core Scientific's shares.
One point that many people overlook is:
A large number of Bitcoin mining farms are being transformed into AI data centers.
The reason is very simple:
The mining farm already has the three key elements AI needs most...
There’s a wildly crazy trading story in the market recently.
A 24-year-old fund manager turned $225 million into $5.5 billion in less than 12 months.
Many people assumed such returns must have come from leading AI stocks.
But if you look closely at his portfolio, you’ll discover a completely different logic.
He didn’t bet on AI software.
Instead, he bet on the bottleneck of AI infrastructure.
The largest single holding is:
$BE
Position size approximately $885 million, accounting for about 20% of the entire fund.
What is Bloom Energy's core business?
Providing distributed energy systems for data centers.
In other words—
AI requires computing power, and computing power requires electricity.
This is the most overlooked part of the entire AI infrastructure chain.
His second major bet is:
The CoreWeave ecosystem.
He recently added $300 million to his position, bringing his investment in CoreWeave to $700 million.
At the same time, he also holds approximately 10% of Core Scientific's shares.
One point that many people overlook is:
A large number of Bitcoin mining farms are being transformed into AI data centers.
The reason is very simple:
The mining farm already has the three key elements AI needs most...
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Lilaclaicc
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$Ciena (CIEN.US)$ I found it strange that the Cien executives sold their shares before the earnings report. It turns out the report was good, but they had already anticipated the decline.
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Lilaclaicc
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As a researcher mapping out the commercialization of quantum tech, the recent price action on D-Wave Quantum ($QBTS) is a classic example of retail markets overreacting to short-term earnings noise while ignoring massive fundamental shifts.
While the stock has experienced heavy volatility—swinging wildly between the low $20s and high $30s—the underlying business is securing infrastructure-level dominance...
While the stock has experienced heavy volatility—swinging wildly between the low $20s and high $30s—the underlying business is securing infrastructure-level dominance...
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