Mastacash

My 3 picks for the coming Robotics/Physical AI boom: $BB The infrastructure play. QNX is positioned as the safety critical OS layer for autonomous vehicles, robotics, medical devices and industrial systems, including integration with NVIDIA’s Thor platforms. Secure communications in the protection against AI threats. $SNAP The human interface. SPECS brings AI into the physical world through vision, voice, hands and AR. Wearables will become one of the primary ways humans interact with AI. $ONDS The machines. Autonomous drones, ground robotics, counter UAS and AI powered command systems already being deployed into real world for defense, security, and commercial applications. Three very different layers of the same megatrend $BB = Operating system $SNAP = Human interface $ONDS = Autonomous machines

$SLNH @jbelizaireCEO Where is @metrobloks in all this? They are supposed to be developing this site, shouldn’t they be here? They are also supposed to find a tenant, but we haven’t heard anything for 10 months..why is the CEO of Metrobloks not vocal, he used to do interviews and podcasts, now crickets. All this an we are splitting the residual profits with them 50/50, they are putting 0 capital up, and seamingly providing 0 results.

$SLNH @jbelizaireCEO are you going to reassure shareholders that everything is on track after the surprise election? You haven’t made a comment since the election.. The only time you say nothing is when you should…

Seams like everyone of importance already knew this was going on, which means the market knew too. Stock has lagged $AMD for 2 years, wondering if now that the cat is out, if $NVDA goes full amd mode, the multiple has room to run from this level.

$IREN is the only DC Co that cannot break above the 8ema. Either compelling catch up trade or concerning underperformance. What do you think?

What exactly is $SPCX valuation based on?

$NVDA This has to have been the worst kept secret in history. Seams everyone important knew already, which leads me to believe he market knew too, That’s why we saw the nvda underperformance since Aug 2025. I’ll bet he stays on as CEO, repairs marriage, works with authorities. The stock is now trading at a crazy low forward PE, this may even mark the bottom.

$SLNH @jbelizaireCEO fundamentals still sound? Should we stay tuned?

Interesting reports after hours. $SNAP and $APP report. Both expected to have approx 2billion in revenue. Snap market cap 10 billion, with revenue accelerating to 20% APP market cap 90 billion, with revenue decelerating to 40% If recent price action is any Indicator, these two companies convergence will continue. $APP lower $SNAP higher. We shall see. Full transparency I am long snap.

$SNAP Nov 6 calls are only .10c I’m not sure the market appreciates what this stock is capable of when the turnaround is complete…

Anybody else feel like this is an epic Bear Market rally? This price action in dogshit. $SPY $QQQ $DIA

Aren’t these results bullish for hyperscalers? If the AI buildout is stalled, the capex is reduced and money goes back on the balance sheet, The stocks have acted poorly due to negative free cash flow and debt load. Who knows, maybe they even get lower prices in the future as supply comes online. $GOOGL $META $AMZN $MSFT

This is new $SLNH board member Dan Golding reiterating the same issue @mikealfred just relayed. 85% of currently planned DCs will not be built due to power and permit constraints. Dan has been know as the anti fake DC advocate. He doesn’t BS, very concise on what you need to execute. With him other board, you can be sure $SLNH will be proposing legitimate projects. @jbelizaireCEO

Check out $JMIA if you think Amzn will be a winner.

$WULF That’s very irresponsible to say “zero chance.” Movement into open weight, increased competition, unproven long term profitability with 800 billion in spending commitments? Avgo CDS increase after loaning Ant to buy their own chips. Sorry, but the hard data and evidence does not support a “zero chance” statement. At least be realistic.

Would be funny if Neocloud stocks pumped tomorrow, and dumped $SPCX, as the market realizes Elon is trying to save his company valuation by throwing everyone under the bus.

$SLNH @jbelizaireCEO you are sitting on a winning hand here. This is the rare occasion where a later entrant into a space is beneficial. The bonds were right as always, over leveraged neocloud is going up in smoke. Semi pricing will collapse…unless development in power assets increases substantially. Now, think of how many need this to continue, the economy is dependant on it. The semi complex is 30% of the QQQ. They need power, and they need it now. Your company has no debt, no lease obligations. All you have is power assets. Someone is going to come knocking if they haven’t already, Use this as massive leverage. I’d be willing to bet someone will offer you a billion+ for the company, just current 200MW deployed with AI chips can fetch min 2 billion a year in ARR. We need to play the market well here. Realize it’s very technical in nature, even the biggest investors won’t buy a stock if the chart is bad.(Stan Druckenmiller). This week could be a bloodbath after Elons comments, but if we can show relative performance and get back over $1 the market will see it as a signal, traders screens will light up, they will start to dig into the company, and find out what will already know, that’s how you start a bull run. Signal to the market the ATM is off, i know you’re in blackout, but find a way to signal you’re going to buy stock at these prices. Signal that interest is growing exponentially in your power assets.

$SNAP Specs are going to crush Meta..@evanspiegel

$IREN When news is released on Opex, the reaction cannot be quantified, market makers already have their pin point. Wait until next week to get actual market reaction, but it could serve as a buying op if you think it’s favourable news and the stock is being pinned.