MacroReSurf
@MacroReSurf
Macro focused surfer. Based in Stockholm 🇸🇪 & Western Algarve 🇵🇹
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Texas är nya huben för AI-datacenters, med IREN och CIFR i pole position. T1 Energy är Texas-baserat och bygger solenergiparker utanför det ”vanliga” elnätet. Skulle inte vara förvånad om denna står norr om 20 dollar under 2026. NFA och DYOR
DETAILS BEHIND THE $10B $IREN + $MSFT AI CLOUD DEAL The build is structured in four 50MW phases through 2026 using liquid-cooled racks rated between 130 & 200 kilowatts each. Microsoft made a 20% prepayment that will be credited in years three to five. All-in capex of ~$15M…
The NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. 🔹 Buckets Mag7 contracts: $CRWV, $NBIS ✅, $WULF, $CIFR ✅ With compute: $IREN ✅, $BITF Speculative: $WYFI, $GRRR ✅, $SLNH Miners pivoting to…
People often ask what happens when I get everything right: 1 Year Return: 630.44% 📈 Just genuinely want to help! I share my analysis and positions openly from $NBIS to $HOOD to $UPWK before any rally. Feel free to look through my history on X or Reddit.
No, it's not a bubble in tech stocks. We are less than 1 standard deviation from the trend. You can see what a bubble looks like in the late 1990's when we exploded out of the decade long log regression channel to be multiple SD's from trend. Nothing to see, move on... 1/
You have to stay humble while investing. There is always something else to learn.
The more you need a trade to work, the less it will.
⚡️This Morgan Stanley data is one of the most reflexive, explosive setups I’ve ever seen for Bitcoin, ETH, and the broader cycle. 82% of respondents still don’t own crypto. Read that again. After ETFs, after sovereign signals, after Ethereum’s regulatory coronation - the…
This bull mkt does not end with 82% of those surveyed by Morgan Stanley saying they do not own cryptocurrency. Tiny long exposure in btc and eth vs '22. All of these metrics will make new highs in price and ownership during this cycle. 2026 will be a boom year.
In October, nobody will be talking about this $MSTR mNAV guidance revision. Perhaps as early as next week. Stagnation leads to capitulation. Similar vibes to last summer. Screenshot image From March 27th 2024 - August 18th 2024 below I remember vividly "Saylor killed the…
Strategy ( $MSTR) is effectively a Fiat Debasement Insurer Raising premiums (capital) in fiat Deploying that float into Bitcoin Paying claims (dividends) on preferred instruments The “no revenue” critique misses that its business model doesn’t rely on product revenue, but on…
Forward Months to Cover (FMC) Ranking – August 17, 2025 Treasuries with >500 BTC: 1. H100: 1.9 months 2. SWC: 2.0 months 3. MTPLF: 3.7 months 4. ALCPB: 5.3 months 5. MSTR: 18.5 months Treasuries with <500 BTC: 1. PXI: -1.6 months 2. BLGV: 0.2 months 3. Coinsilium: 1.0 months…
If all the available float is sitting in the accounts of happy investors as of official inclusion, where will the index hedgers get their shares? Hmmm I suppose they could ask the company for ATM shares at 2.5x but guidance suggests a limited supply available below 4.0.…
Strategy’s 50% of all market activity was off exchanges today. Hedge funds borrowed shares from dark pools, then sold, which were bought back at the bottom. If you sold today, you helped Chanos cover his ass for $383.55/share. Holders with conviction also thank the discount. 🙏
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