Mapping the convergence of Silicon, Biology, & Capital. Path to sovereignty in the Age of Abundance. Tech Optimist. Market Realist.
The Frontier
Joined November 2021
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You can become a deep value investor by simply buying these and making +500% within the next 2 years and later telling everyone that you are among the top 0.1% of value investors.
Drop from 2026 ATH
$CIFR -73%
$CLSK -58%
$WYFI -78%
$IREN -64%
$BTDR -65%
$GLXY -58%
$KEEL -68%
$BMNR -33%
$DFDV -55%
$OPEN -73%
$BETR -65%
$KEEL is likely ~$8-$12 next year around this time (+150-272% 🟢). The repricing begins in ~Q4 of 2026.
Almost time @keelinfra_
This is why 1/3 👇
The Bitcoin hashrate tells us two things: cost to mine Bitcoin, and how competitive mining is. Well done miners who diversified into AI/HPC leases when the iron was hot.
Signal & Scale 🕸️ retweeted
$SPCX is n =1 but
1) What
why would you sell $KEEL because revenues won't hit early 2028? They had a successufyl summer IR tour and post-elections you will notice change in tune with DC moratoriums and regs + inflation cooling down/oil/long yields down... this is a reflecxive stock with a ton of price manipulation. I think kEEL does amazing in 2027.
$CIFR - the highest qulaity name in the group and an easy 2X (sure not a quick 5-10X but a safe 2X which is not bad. Can SPCX 2X in 1 year?
BTDR - disagree with the reasoning chain of thought; agree with the discount it gets being domiciled in Singapore and Jihan Wu having poor comms. That said, can Asian money push this baby to $10B+ mcap from the current 2B + 1b ATM. I think so. Wall ST CAN TAKE it higher faster, but we don't need love from Wall St FOR A 2-5x from the current prices. I think $BTDR is a solid HODL for the next 3 years just like $IREN
$BTDR is one of the easiest 10X name. Buy, DCA (HODL), and don't overthink (overtrade) until 2029.
MCap today: $2.1B
Given they are the biggest Bitcoin miner and enough MWs to convert into AI cloud and colocation power shells, a $20B MCap is not even extraordinary.
.@BitdeerOfficial Operational update ⛏️
- Mined 1,355 BTC (+200% Y/Y)
- Hashrate: 82.3 EH/s self-mining, 28.7 EH/s co-mining
- AI cloud backlog ~$2.9B
- Added 187MW capacity via A901/A103/Tydal
- 333.5 MW pipeline, $86M ARR
- Acquired 200 acres near Rockdale $BTDR
$ASST outperformed all of the legacy large miners. Both stock ROI and number of BTC. A lesson in there. Not even a new lesson, but worth relearning.
$MARA once #2, today #5
$RIOT once #3, today out of Top 10
$CLSK Top 10, but without mining and stacking hard, can fall off quickly. It also enjoys FREE advertisement today sitting beside names such as SpaceX-SI, Coinbase, Tesla and Trump. It will be a shame if they fall off from Top 10 and fade into forever small/mid cap graveyard because there are dime a dozen AI/HPC DC operators & companies with Bitcoin on their Balance Sheet.
Attention = Volume = Liquidity = Big players can take it higher
Trillions will migrate to $COIN and $HOOD over the next 10 years from legacy players who simply can't innovate at this pace. Hard to imagine a third player enter and challenge the emerging duopoly.
Crypto equities (we find interesting)
Current Mcap / Last 1 year stock performance
BITCOIN
$ASST $2.66B +44%
$MSTR $58B -53%
$CLSK $2.2B -57%
$MARA $2.9B -62%
$BTDR $2.13B -68%
ETHEREUM
$SBET $1.64B -48%
$BMNR $13.5B -57%
SOLANA
$SOL $61B -44%
$DFDV $123M -73%
EXCHANGE / DEFI / CREDIT / TOKENIZATION
$HOOD $89B -24%
$COIN $45.7B -49%
$GLXY $6.3B -57%
Oct 17 - AI/HPC Data Centers
I think we have bottomed on these / or close to it with a reversal expected within few days to few weeks
Last 1 year stock performance
$CORZ $13.48 -30%
$CIFR $8.98 -53%
$KEEL $2.31 -54%
$CRWV $61.39 -55%
$IREN $26.99 -56%
$CLSK $8.40 -57%
$GLXY $16.14 -58%
$WYFI $11.76 -61%
$BTDR $7.72 -68%
In making...
$OPEN is an AI company.
$BETR is an AI company.
Both >10X potential from here over the next 2 years. Watch.
We are likely the biggest user of AI in real estate. I can't imagine anyone bigger. But I want you to imagine building a model that can detect the amount of paint required to cover a patch on the wall and whether that patch requires drywall work or not and how many days it will take. That's what our AI scoping does. This isn't easy work.
Math is thoroughly cooked but the second/third order story:
AI discovery will become a massive source of compute demand, funded by the value of breakthroughs and unconstrained by human labor.
Cheaper research will make millions of previously uneconomic experiments worth running.
Autonomous systems will pursue them around the clock.
As generating ideas gets cheaper, the bottlenecks shift toward power, compute, verification, and physical deployment.
Opportunity:
Own the scarce inputs (energy, memory, data centers), and businesses that turn abundant intelligence into validated, commercial outcomes.
Own Bitcoin, Ethereum, Solana.
That's ~$500M stimulus plus add all of the Trump accounts $1000 free seed going to US stocks (large caps).
For middle class families that's a nice pre-Thanksgiving gift. This is a + for Team Trump but not enough to change November outcome.
Majority of voters are facing two big issues:
1. Cost of living (inflation) pressure
2. AI anxiety (AI and/Robots taking away their jobs). For eg. Self-driving technology puts millions of truck drivers and Uber drivers out of work & puts downward pressure on income during the transition phase.
Just got this check in the mail from @Trump. 🤣
@republicans are totally going to win in November!!!!
Signal & Scale 🕸️ retweeted
📍
A frontier AI can be instantiated 10, 100, or 10,000 times. The ability to copy intelligence may ultimately matter more than raising its IQ from 150 to 250.
👀 ~6.5 GW combined-cycle facility built to supply electricity to nearby AI/HPC data centers, with first power targeted for 2029 and full capacity by 2032.
Bullish USA. Bullish SI. Bullish Data Centers.
🚨@POTUS announces one of the largest energy infrastructure investments in American history🚨
> white collar jobs are cooked
> middle class is finished
> Bitcoin, ETH, GPUs, Memory, Data Centers
watch 👇😱
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
$WYFI @WhiteFiber_ has now accumulated enough missed or still-unconfirmed execution milestones that investors have to start applying a larger management/execution discount to the stock.
NOT GOOD.
The Aug 12 $WYFI earnings release had a specific management target: full contracted run-rate billing across the 40 MW later in August.
September 14 $WYFI presentation:
It explicitly says NC-1 initial billing had commenced, but “full revenue contribution is expected during Q3.”
It also describes NC-1 project-level financing as expected.
This matters because:
August target → missed → reset to Q3 → Q3 ended → still no public confirmation from the company.
And this is no longer one isolated milestone. The table is getting too long.
I remain constructive on the underlying $WYFI opportunity.
But management needs to start underpromising and overdelivering.
Execution credibility matters.
Please & Thank you!
