Trade Assets

NASDAQ 100 - Dominant Cycles

3 dominant $NDX cycles do not look good for longs in July.

Elon Musk's Galaxy
$SPCX

‼️Did someone really turn $8 into $500K on $ANSEM?

No. This is why you should always check the on-chain transactions yourself.

He only spent $8 to receive around 32K $ANSEM tokens. But when he sold, he sold a total of 8.3M $ANSEM, not just those 32K tokens.

So the claim that he turned $8 into $500K is misleading. The wallet clearly held many more tokens before selling. He didn’t make $500K from that $8 purchase alone.

It’s possible the wallet belonged to the team, a KOL, or received additional tokens through other means but without more evidence, that’s only a possibility, not a confirmed fact.

Always verify the full wallet history instead of believing viral screenshots.

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX ~2.6x
• $KLAC ~2.4x
• $AMAT ~2.2x
• $ARM ~1.9x
• $ASML ~1.7x
• $ANET ~1.7x
• $LITE ~1.1x
• $TSM ~1.1x
• $COHR ~1.0x
• $AMD ~0.8x
• $CRDO ~0.7x
• $NVDA ~0.7x
• $MRVL ~0.6x
• $AAOI ~0.6x
• $AVGO ~0.5x
• $ON ~0.4x
• $MU ~0.2x
• $SNDK ~0.2x

$AMZN is on track to become the first company to cross $1 trillion in annual revenue by 2028.

What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI all at once

$AMZN

$SPCX is expected to approach ~$100B of revenue by 2028 which would make SpaceX one of the fastest-scaling businesses in the world at this size.

The reason that ramp is even possible is that SpaceX controls the launch layer, uses that launch capacity to scale Starlink, uses Starlink cash flow to fund Starship and is now adding direct-to-cell, V3 satellites, AI compute leasing and Grok/X distribution on top.

Starlink has scaled past 10M subscribers in under five years and is still early with next-gen V3 satellites carrying 10x the downlink capacity of V2 and direct-to-cell already reaching millions of devices across 30+ countries through partnerships with 30+ mobile carriers.

Starship is the piece that widens the lead further because at ~10x payload of Falcon 9 and built for full reusability where it can collapse the cost per kg to orbit and deploy V3 satellites at scale so every Starship improvement feeds directly back into cheaper launch and a denser Starlink network.

The new wildcard is AI compute where SpaceX is leasing spare Colossus capacity to #GOOGL and Anthropic at a combined ~$26B annualized run rate. What makes that even more interesting is that the recent Cursor acquisition also gives SpaceX a direct play in the application layer meaning it can own the compute, own software that runs on it and use X as a distribution channel.

The path to ~$100B by 2028 comes from launch, Starlink, direct-to-cell, Starship, AI compute and software distribution all compounding inside the same platform in a theme that's just getting started.

$SPCX
$GOOGL

#Ansem is trending, but here's the catch 👀:

Liquidity sits at just ~$969K now.

Very great for retail, but heavy whale selling could trigger sharp price swings unless new buyers keep flowing in

Hype attracts. Liquidity sustains💪🏿

#Solana #liquidity #Crypto

$SOL

🚨THE FIRST FANNIE MAE BACKED BITCOIN MORTGAGE HAS CLOSED IN THE UNITED STATES

A couple in Michigan bought their first home by pledging Bitcoin as collateral instead of selling it, making it the first Fannie Mae backed mortgage using crypto in US history.

Borrowers can pledge BTC or USDC without triggering capital gains taxes, with no margin calls even if prices drop.

Better Mortgage is projecting $250 MILLION in initial loan volume with a nationwide rollout planned for this summer.

$BTC
$USDC

How to quickly reach $3.8 million by 2027:

1. Artificial Intelligence Infrastructure: $NVIDIA, $AMD , $SMCI
2. Data Centers: $Dell, $VRT, $ETN
3. Cooling: $MOD, $Johnson Controls, $CARR
4. Networking: $ANET, $CIEN , $CSCO
5. Cloud: $Amazon, $Microsoft, $Google
6. Cybersecurity: $CRWD, $PANW, $ZS
7. Memory: $MU, $Western Digital, $STX
8. Optics: $AAOI, $LITE, $COHR
9. Power Grid: $VST, $CEG, $NRG
10. Semiconductors: $TSMC, $ASML, $ARM
11. Storage: $PSTG, $NTAP, $HPE

💥 Next week’s portfolio and watchlist are live!
Head back to my profile to get the latest trading strategies and market analysis.

$SPY vs $DRAM

Der eine besitzt den gesamten US-Markt. Der andere besitzt den Speicherchip-Boom.

State Street SPDR S&P 500 ETF $SPY

Auflegung: 22. Januar 1993
30-Tage SEC-Rendite: 1,10%
1-Jahres-Rendite: +17,64%
Kostenquote: 0,09%
Bestände: 503

Top-Bestände:
🥇 NVIDIA $NVDA 7,58%
🥈 Apple $AAPL 6,66%
🥉 Microsoft $MSFT 4,91%

Roundhill Memory ETF $DRAM

Auflegung: 2. April 2026
Gesamtvermögen: 24,43 Mrd. USD
Kostenquote: 0,65%
Bestände: 19

Top-Bestände:

🥇 SK Hynix
🥈 Samsung
🥉 Kioxia

#SPY war der allererste ETF, der jemals in den USA gelistet wurde und alle 500 Large-Cap-Namen über alle Branchen hinweg zu einem absoluten Niedrigpreis abbildete. #DRAM konzentriert sich auf eine Handvoll Speicherchip-Unternehmen, daher schwingt er deutlich stärker in nur einem einzigen Thema.

$DRAM vs $QQQ

Here are the largest holdings in the Roundhill Memory ETF $DRAM vs the largest holdings in the Invesco QQQ ETF $QQQ

$DRAM :

🥇 SK Hynix
🥈 Samsung
🥉 Kioxia

$QQQ :

🥇 NVIDIA $NVDA 7.60%
🥈 Apple $AAPL 6.80%
🥉 Micron Technology $MU 5.75%

#SaylorHintsStrategyBitcoinBuy
Der Kryptomarkt navigiert durch wichtige Kursmarken & strategische Weichenstellungen:

• Michael Saylor bleibt optimistisch gegenüber $BTC und trotzt Kritikern, während Bitcoin um die 60.000 US-Dollar kämpft.
• Saylor deutet weitere Bitcoin-Käufe an, obwohl der Strategy-Aktienkurs unter Abwärtsdruck steht.
• Samson Mow behauptet, der Bitcoin-Boden sei erreicht, trotz Skepsis von Marktanalysten.
• In Japan kommt es zu einer deutlichen Konsolidierung im Kryptobereich mit dem 289 Mio. US-Dollar schweren Bitbank-Deal von SBI, der auf einen breiteren Trend hindeutet.
• Shiba-Inu-Whales sammeln weiter; Börsen verlieren 443 Milliarden SHIB, während es zu extremer Übertreibung beim Verkauf kommt.
• Anderson von Framework sieht als nächsten Horizont für Krypto: die Finanzierung von KI und Robotik.

Starker institutioneller Rückhalt, strategische M&A und der sich wandelnde Fokus der Branche prägen die aktuellen Marktdynamiken.
#CryptoNews #Bitcoin

$BTC
$SHIB

#SaylorHintsStrategyBitcoinBuy
📈 Ein weiterer Saylor-Impuls?

Michael Saylor deutet auf eine frische $BTC -Kaufgelegenheit hin.

Was macht das anders:

• Das Aktienunternehmen handelt nahe oder unter dem Wert seiner Bitcoin-Bestände
• Die übliche Akkumulationsstrategie des Unternehmens steht vor neuen Herausforderungen
• Die Markstimmung bleibt vorsichtig

Eines hat sich nicht geändert:

Saylor sieht weiterhin die Schwäche bei Bitcoin als Chance, nicht als Problem.

$BTC

#SaylorHintsStrategyBitcoinBuy
Saylor könnte gerade einen weiteren Bitcoin-Kauf angedeutet haben.

Seine einzige Botschaft:

"Wir werden mehr Charts brauchen."

Jedes Mal, wenn Strategy mehr Bitcoin hinzufügt, wird der orange Tracker aktualisiert.

Sieht so aus, als könnte bald noch ein weiterer orange Punkt auf dem Weg sein.

$BTC

🚀 Is $SIREN the next 20x gem?

Trading near $0.035 while its ATH was $3.83, $SIREN still has massive upside potential if momentum returns.

Accumulating patiently. The biggest moves often happen before the crowd arrives. 👀

DYOR | Manage Risk

$SIREN

Loading one more: $TOSHI . 👀

Now holding $POWR + $ARK + #TOSHI .

Looks like the final shakeout before a strong bounce. 📈

Watching for a big move over the next few hours. 🚀

Who's riding this with me? 🔥

$BTW ⚠️

Last support. Last chance.

This level decides everything.

Bounce from here... or it's game over. 👀📈📉

Watching closely. 🔥

#BTW #crypto #Altcoins

$BTW

$RTX 4090 from $0.14/hr. Spot instances for batch inference, evals, fine-tuning. Pay per second.

$RTX

AMERICA IS BUILDING MORE AI DATA CENTERS THAN PUBLIC INFRASTRUCTURE PEOPLE ACTUALLY USE EVERY DAY.

US data center construction spending reached a $50.7 billion annualized rate in April 2026, more than the entire country spends on airports, ports, and mass transit combined.

This construction boom is tied directly to some of the biggest names in the stock market.

Companies like Microsoft, Amazon, Meta, and Google are driving this spending, and they're also some of the largest holdings in the S&P 500 and most retirement funds.

Data centers now make up 2.3% of all US construction spending. The average data center now costs $475 million to build, up from $177.9 million a year ago.

Construction costs per square foot are up 45% in that same window.

This spending is already showing up in electricity bills.

Average residential electricity prices in the US have risen 40% since 2021. In some areas located directly near large data centers, bills have risen as much as 267%, according to a Bloomberg analysis.

Utilities requested over $30 billion in rate increases last year alone, affecting 81 million Americans.

Meanwhile, public transportation infrastructure, the roads, airports, and transit systems people rely on daily, is facing a projected $89.3 billion funding shortfall over the next decade.

Only one side of the economy is getting flooded with capital.