MAUR Ahsan Raju
@raju_mdahsan
Non-finance guy, who loves investing. All opinions are my own.
$ASTS IS QUIETLY LOCKING UP GLOBAL CARRIERS Ove 30 operators have signed ~$2.7B in deals across every major region putting AST inside the biggest mobile networks before launch When coverage goes live billions of SIM cards will connect directly to satellites w/ no new hardware
🚨BREAKING NEWS🚨 China’s ambassador to Canada, Wang Di, just told Canadians through CTV, that if we drop our EV tariffs, China will drop tariffs on Canadian goods - including canola - and commit to buying Canadian oil and LNG. Wang says China’s door for more Canadian crude oil…
AI is moving faster than any technology in history. ChatGPT reached 800 million users in under three years while the Internet needed more than a decade to catch up. This cycle is compounding faster than anyone realizes.
AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles. Nuclear will anchor the baseload with $OKLO, $SMR $BWXT & $CEG…
$AMD to $5 Trillion- @OpenAI @Oracle $300B🔥 Before I go into the detail, I will link all these threads together to support my $5 Trillion Market Cap Roadmap for $AMD thread later. This is just one of them. We have $META, @OpenAI, @xai , $MSFT, $AMZN, $GOOGL, Saudi, UAE, 38…
$AMD is heading to $5 Trillion Market Cap⤴️ Context: In September I wrote a long thread for AMD Etimated conservative FY 25 revenue: $34-$36B Estimated conservative FY 26 revenue: $55B-$62B Then OpenAI 6GW partnership happened ➡️$620 PT by end of 2026 was too conservative;…
Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV
BOOM 💣 China’s ambassador just told 🇨🇦 Drop your tariffs and we’ll drop ours Oh, and we’ll buy your OIL too HUGE DEMAND AND MARKET FOR YOUR OIL IN 🇨🇳 That’s called a win-win, unless you’re a Liberal allergic to common sense Carney just got CHECKMATED
🚨 Washington’s New Gold Rush Is Quietly Underway: When the Trump administration started taking stakes in companies like $INTC, $MP, $LAC, and $TMQ, most investors ignored it. But here’s the thing — every time the U.S. government backs a critical mineral or chip supplier… it…
Japanese ice cream maker Akagi Nyugyo aired a one-minute ad apologizing for raising its famous ice pops’ price from 60 to 70 yen the first increase in 25 years. There were no actors, the video featured the chairman and company officers
🇨🇳🇺🇸 CHINA OWNS THE MAGNETS THAT RUN THE WORLD - AND AMERICA JUST WOKE UP TO IT For decades, the world let China corner a market most people can’t even name - rare earths, the 17 elements powering electric cars, missiles, AI servers, and the entire clean-tech fantasy. Beijing…
🇺🇸 TRUMP: WE WILL IMPOSE A TARIFF OF 100% ON CHINA "It has just been learned that China has taken an extraordinarily aggressive position on Trade in sending an extremely hostile letter to the World, stating that they were going to, effective November 1st, 2025, impose large…
DATA CENTERS WILL EAT 12% OF U.S. POWER BY 2030 8 names to watch: • $NEE grid buildout • $CCJ uranium supply • $VST grid generation • $VRT power & cooling • $CEG nuclear baseload • $OKLO micro-nuclear edge • $LEU enriched uranium fuel • $EOSE long-duration storage
BREAKING: After saying he had “no reason” to meet with China’s President Xi just hours ago, President Trump now says, “I haven’t cancelled, but I don’t know that we’re going to have it but I’m going to be there regardless,”. Markets have no idea what to make of this.
JUST IN: President Trump just said starting November 1st the United States will impose a100% tariff on China.
China is about to pop that AI bubble.
BREAKING: The S&P 500 falls 70+ points in seconds after President Trump publishes the below paragraph about China. Trump says he is calculating increased tariffs on Chinese products. Trump also says there is "no reason" to meet Chinese President Xi anymore.
🚨 BREAKING: President Trump says new tariffs on China “under consideration” as relations turn “very hostile.” $SPY jumping off a cliff
This PT with one deal, imagine with more deals $CIFR ultimately will follow $NBIS pattern to TRIPLE DIGITS !!
🔥🚨BREAKING: Mark Zuckerberg just announced that he is launching translations using Meta AI that allows creators to communicate with every single follower and remove language barriers, this is the beginning of a new ‘Tower Babel.’
Each 1GW of AI computing capacity costs $50bn to deploy in today’s prices, according to OpenAI execs. By 2028, Morgan Stanley projects at least 65 GW of new data center demand. Do the math
Only way this can happen is if i) there are rolling blackouts across the US (with electricity prices 3-4x higher) or ii) there is a nuke around every corner. There is no way the current US grid can support this
Someone made a big $319K bet! Bigger conviction. 💪 $ASTS Dec 19 $135C. The kind of move you make when you know what’s coming. 🚀 Confidence this high only means one thing… We might have a big launch in December. 🚀🅰️
"If you can sign a 150 MW site, you're generally capable of signing a 300 MW site." @rftylerpage @CipherInc $CIFR
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