$NEE "NextEra Energy, Inc. engages in the provision of renewable energy."

It now takes 6 Nvidia's to buy gold's market cap. Gold has added an average of $833 billion PER MONTH for 12 straight months. Never in history has any asset done anything remotely near this before.

Absolute insanity: Gold has now officially added +$10 TRILLION of market cap in 12 months, up a massive +55%. Over the last 72 hours, gold has rallied on EVERY headline, even as the S&P 500 erased -$2.5 trillion in 5 hours. What's next? Let us explain. (a thread)

The most significant advantage of land ownership for HPC data center companies lies in complete infrastructure control This is why $CIFR & $IREN will outlast every other miner turned data center $CIFR strategy of acquiring sites near transmission assets and securing direct…

$CLSK growth numbers look really good given the price: "CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers."

$MARA making another attempt to break out. It's only a matter of time & it's going to run.

IF YOU MISSED $NBIS YOU CAN STILL CATCH THESE NAMES I have broken down other names in High-Performance Compute (HPC) Infrastructure $IREN – Renewable-powered Bitcoin miner pivoting into AI data centers. Nvidia partner. Clean balance sheet + massive growth tailwinds. $CIFR –…
FULL SECTOR ROTATION WATCHLIST Growth names are ripping today But Robotics, HPC, and Metals are starting to follow ENERGY / GRID TECH + POWER SEMIS $EOSE – Grid-scale batteries breaking out $GWH – Iron-flow storage momentum $FLNC – Grid infrastructure + battery systems…
Why are you stealing my posts, just so everyone knows this is stolen content
"We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month, the largest 1M buying on record." Morgan Stanley via @Marlin_Capital

Retail investors were buyers of stocks on Friday Buying appeared to be at a normal pace despite the unusual decline in equities. This shows that retail investors were not a driver of the declines. Source: GS

$BE .... Brookfield Asset Management and Bloom Energy agreed to a $5 billion partnership to construct factories to supply compute and energy for AI. As part of the partnership, Bloom Energy will be the preferred power provider for Brookfield's AI factories. The agreement…

A few tickers that held up well on Friday's sell off. At least of of those is looking really good to me.

Done and Done

Odds of Trump Sunday evening post: "Had a great call with China's wonderful president Xi Jinping, and our relations have never been better. Look forward to our meeting in two weeks. Thank you for your attention to this matter!"
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