Trade, rage, rest, repeat
Earth
Joined June 2009
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$CIFR definitely has one of the most asymmetric setups in the entire AI stack right now...
The next blue diamond is going to be violent.
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Amid this broad market selloff, the bright side is we're getting some really cheap entries...
$INTC is down ~55% since the first PD.
Pretty excited for the next monthly blue diamond to pop up. For now, patience... 🫡
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Cali Brian 🪿🥞 retweeted
Giving you 20-40% moves on each alert please make the most of it if you can.
We aren’t in a market where you get 500% moves intraday anymore unless it’s a Hong Kong scam or something crazy.
Take your 20-40% and be thrilled, it’s there for the taking I’m telling you.
Cali Brian 🪿🥞 retweeted
$DDC no matter how you slice it, the stock has a net asset value of 4.35/sh
Bitcoin treasury: 2,899 $BTC, confirmed in DDC’s Sept. 2 SEC filing.
Current $BTC treasury value: approximately $247.5M using today’s $BTC price.
NAV math
Gross BTC NAV alone:
$247.5M ÷ 56.84M shares = ~$4.35/share
Cali Brian 🪿🥞 retweeted
Cali Brian 🪿🥞 retweeted
I don't say the bottom is in often, but:
I do believe AI stocks are bottoming out here. I think we send so much higher, very soon.
Here are my top 10 AI stock picks:
1) $MU
2) $AAOI
3) $SIVE
4) $NBIS
5) $IREN
The rest of the 5, are smaller, higher quality companies (that most people don't talk about often).
People within subs will get the full list. Join below...👇
$AMD Up 23% from the B1 entry call on subs.
Up 11.3% from B2 entry on subs.
I just shared the T1-2-3 to discord and Subs tweet for those that are riding this rally.
Enjoy the ride!
$AAOI peekaboo... 👀🔷
2 blue diamonds appeared today, with a strong reclaim of our Startup gold zone.
As foretold in the elder scrolls. 🫡
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I'll buy more then 🚛🚚
$MU needs to close the day above 925.74 otherwise it's gonna be a huge bearish engulfing candle on daily chart, which in most cases leads to a lower low.....
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$ERIC June 2026 Mobility Report is basically a 36-page bull case for $AMPG.
TL;DR: The whole 5G/AI-RAN/O-RAN market is at an inflection point and AmpliTech, as a pure-play O-RAN and LNA manufacturer, is positioned to reap the benefits.
Here are some of the key findings from report:
1. Uplink is the new bottleneck. 43 of 55 carriers already see uplink growing faster than downlink. AI traffic pushes uplink 3x to 5x higher by 2031. This leads to new FDD radios with 8RX receive diversity, new FDD bands, Massive MIMO and advanced antenna systems.
More receive branches per radio means more LNA content per radio. That is AmpliTechs core product.
2. Only ~35% of sites outside mainland China have been upgraded to 5G mid-band. Half the world ex-China still has no 5G coverage at all. 400M people gained coverage in 2025 alone and the runway is still enormous.
3. FWA is inflecting. 71% of FWA providers now run it on 5G, the biggest annual adoption jump in 4 years. Connections grow from 185M to 350M by 2031, close to 85% on 5G, serving 1.4B people. FWA traffic more than triples to 36% of all mobile traffic. 4G FWA peaks in 2026. Every new FWA connection runs on a 5G radio.
4. Indonesia gets a direct mention. The 700 MHz and 2.6 GHz auction is expected to accelerate 5G deployment, with all major operators likely bidding.
The Band 50 FWA layer rides the same buildout on separate 1.4 GHz spectrum. AmpliTech released its Band 50 5G Open RAN radios in December 2025.
5. 5G subs passed 3B, headed to 6.4B by 2031. Traffic grew 22% YoY in Q1 2026 and goes 2.5x higher to 515 EB per month by 2031. 5G's share of traffic rises from 48% to 85%.
6. Satellite broadband subs more than triple to 33M by 2031 on LEO constellations. 6G lands around 2030 with native terrestrial and satellite integration, and Ericsson says possible device supercycle is coming. AmpliTech LNAs should see increased demand from this.
7. 80% of enterprises plan to raise mobile spend. Only 18% have wide cellular adoption today. AI workloads need secure, real-time uplink from cameras, robots and sensors. That is exactly what O-RAN radios are for.
You can read the full report here:
ericsson.com/49ce36/assets/l…
