🌊 Oceans First: Playing the Golden Age of AGI, Sep Dip, Tolls vs NVDA ⚡ | Q&A
Ajinomoto is a single-source AI infrastructure bottleneck 'tollbooth' play positioned for outsized returns.
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A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredBitcoin 14 →Tesla 10 →Solana 9 →
Ajinomoto is a single-source AI infrastructure bottleneck 'tollbooth' play positioned for outsized returns.
The original MSTR thesis has broken down as NAV compresses to 1.00x
Need more NVDA — bullish on NVIDIA
Meta target implies 27% upside; kill zone buy around $520
Copper faces 15 years of short supply — price to rise
TSLA price targets (separate and merged) imply upside; Elon is sandbagging robotaxi
Burry's call that Palantir goes to $1 is rejected
If Earth were logical ETH would be $43 — ETH is overvalued relative to SOL
BTC to end the year significantly higher; oversold every 4 years and new buyers near breakeven
Solana leads on usage (all-time-high activity, top revenue/DAU) while markets price despair; frames SOL reaching ETH's ATH market cap.
Fiat currencies keep losing purchasing power as M2 rips
Gold as a hard asset rises versus a debasing dollar
AMD has ~30% upside to $689.
AVGO bull target is 66% upside in 1 year
Micron to double
The AI sell off is overblown
Strategy's STRC-funded approach seems to be working
STRC returns to parity as the BTC buying engine
Expect oil to continue upwards
Gold under the 200 DMA for the first time since 2022 with bad ETF flows
Connectivity is the new bottleneck, favoring Marvell
For stacking, TSLA is favored over SpaceX (SPCX) on liquidity, execution edge and larger TAMs.
Major turnaround confirmed: BTC ETFs turn around after 2 months of bleed, deep value with bottom signals and buy pressure returning.
NVDA forward PE never lower — zero bubble, bullish.
SOL ETFs and RWA at new ATH with a tokenomics upgrade; Ansem price target $600 to $990.
The Trade Desk discussed as an accumulation candidate from $90 with upside target.
PLTR named among top rotation stocks with upside potential over the next 12-24 months.
Ethereum is losing on relative merits versus Solana.
Micron is the big memory winner; cites Melius raising its price target to $2,200.
ISRG is significantly undervalued and 'will pop — just a matter of time'
Tesla's massive Q3 breakout — 'go long Elon' into the SpaceX IPO capital rotation
Supply in loss exceeding supply in profit is a historic bottom signal — peak supply in loss marks bottoms
MicroStrategy 2032 target: $2,617
~$12K in SOL today could make you a 'Solanaire' by 2032
'Marvellous Marvell pumping again'
BTC demand falls off a cliff — low demand and negative flows
QYLD yield capture called a fallacy with a negative reality check on total returns
China back buying gold presented as bullish support
Astera Labs named an AI infrastructure winner
Macro tailwind for BTC cited as bullish
Short gold, go long BTC on the BTC/GOLD ratio
AMD out of the cloud, bullish on AI inference demand
Micron highlighted in the AI capex boom after a 900% one-year move
Robotaxi ramp with Florida and Nevada next — bullish for Tesla
ETH contrasted negatively (-15%) against NVDA (+1400%), continued bearish framing
60% of the S&P will be zombie companies by 2030; index underperforms IA13 names and crypto
ANET has stunning financials and AI network connectivity exposure — worth owning
Recommends building a 400 SOL bag by setting traps — bullish
Adobe down 66% as AI eats design software — bearish
SaaS apocalypse begins — Figma down 88% since IPO, continued decline implied
Meta off its $800 ATH at $659 but may pop on the layoff news
STMicroelectronics datacenter ramp accelerating — bullish
Marvell-Google custom AI chip partnership — 'marvelous Marvell', bullish
Google still ripping with $185BN capex and new TPU debut — bullish
MSTR NAV premium now positive, SAT accretion up 8.5% YTD, ATM dilution over for now — bullish
TSMC is the bottleneck everyone needs — bullish
Nvidia's empire and software moat intact as semis head to $1.6T — bullish
TAO tanks on centralization concerns — bearish
Oil double top, trend is down
Broadcom reaches escape velocity on AI explosion — bullish
Intel joining Tesla TeraFab — bullish shock
VRT cited among outperforming sub-$100B AI infra names with supportive financials
APLD cited among outperforming sub-$100B AI infra names
Smaller AI infra names like IREN outperforming Nvidia and Tesla, financials support continuation
Prolonged high European energy prices improve solar ROI, supporting buying more Enphase
BTC optimized trend turned positive on the daily, regime score turns bullish, entering accumulation zone and holding Level 3
Memory is the big winner in AI so far — technical setup says 'Enter Micron'
TSLA price action weak near-term but a buy signal at $360
The dollar is dying — nobody wants the dollar
TSM 'fab not so fab right now' — chart looks weak
AI agent transactions are growing fast and SOL dominates them
MSTR is outperforming BTC and makes $1BN on a 2.2% BTC move
Peter Brandt horn pattern points to $88K for BTC
Circle running on Solana sits in the catbird seat for agentic/stablecoin finance
NVIDIA is the brain behind every AI agent
ICE is melting fast and Porsche plummets
AMZN underperforms as MSFT smokes it
MSFT to smoke AMZN
AI disrupts Oracle — job cuts to fund data centers, weak FCF, 'diworsification'
Bitcoin is still following Metcalfe's path, with ETF flows rebounding
The Tesla bear panic is debunked — the 400x PE myth is wrong, forward PE ~170x, and robotaxi/Optimus TAMs imply far higher valuation
Solana wins the AI-agent payments chain race; SOL ETF flows positive and SOL matching ETH on stablecoin mints
BTC/Gold makes its 5th bottom in history, SOPR lowest since 2023, PMI over 50 marks a Bitcoin bottom after the deepest 40% drawdown of the cycle
Dollar tanking amid Federal Reserve shakeup
Debasement trade ripping with silver breaking $100 and outgrowing Bitcoin
ETH oversold alongside BTC on Sharpe compression ahead of the face-rip trade
Lyft is in a death spiral as Tesla autonomy scales
Uber is in a death spiral as Tesla autonomy scales
Riot's $311M HPC/AI pivot and AMD AI deal is a positive catalyst for the stock
AVGO is a top pick with a $480 price target
Monero rotation from Zcash disputes; Monero always mean reverts
Not chasing Micron despite all-time highs
Updated TSLA price targets and CAGRs out to 2032 imply substantial upside
Gold favored over ETH in the race to $5K
Gold favored over ETH to reach $5K first
CAT has monster debt and growth that is not extraordinary — not adding it as an AI infrastructure play
BTC bottom signals: lowest-ever 2-year rolling MVRV Z-score, whales accumulating, STH ratio signaling bottom
SPX to hit 7600 in 2026
BTC risk alert — end of the rally amid US government shutdown, December down 3.5% so far, LTH/STH ratio at 3-year low
ICE melt continues — Ferrari in a race to the bottom
NVDA upgrades with average price target of $261
SOL bouncing here in the $120s on the weekly
Bullish silver chart discussion
Bullish TSLA setup — Morgan Stanley $860 bull target, AI5 chip ramp, China sold out, Japan/Europe momentum
BTC needs a PMI pump and AI data centers will deliver it; energy floor price and record-low exchange balances support higher prices
Bullish TSLA — Morgan Stanley reiterates $800 target, new Roadster, FSD expansion
Solana ETFs launching with record inflows plus 33% TVL surge and institutional yield make SOL the standout
Nvidia is undervalued even at a $5 trillion market cap
The red Coinbase premium gap is the same signal seen before Bitcoin's prior 60% rally; gold top = Bitcoin bottom
MARA named among leading miners positioned to benefit from the AI compute pivot
CLSK named among leading miners positioned to benefit from the AI compute pivot
RIOT named among leading miners positioned to benefit from the AI compute pivot
Bitcoin miners pivoting to AI/HPC are the secret AI-boom winners trading at a valuation-gap arbitrage; IREN named among leaders
Strategy trades at only a 17% NAV premium while running with the big boys and expanding via fixed income — bullish MSTR
FIG fair value is $16 with heavy VC/PE holders who will dump; chart is down only
NVDA still cheap after making largest ever private investment
MSFT becomes irrelevant — or even collapses
Silver breaks out to $43, highest in 14 years, could mirror BTC's move higher
Gold targets $4K on the LILO model
Oracle (ORCL) breaking out
AI stocks on fire and Tesla pops, up 85% from April low — bullish TSLA
ETH is back — bullish Ethereum
SOL inflows, SOL rekts shorts and flips Binance — bullish SOL
Bitcoin breaks free and decouples from gold, shorts rekt, ETFs make biggest buy in 7 weeks — BTC chasing up the rear to higher prices