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1/ We've been mapping the AI data center stack — and the opportunity is hiding in plain sight. Everyone's talking about GPUs. The real bottleneck is physical infrastructure: power, permitting, cooling, and the grid. 🧵

During the dot com melt-up of 1995-2000, Nasdaq put up gains of 572%. To date, from the 10/13/22 bear market lows, Nasdaq is up just 162%. Listening to bears calling this a bubble top could cost you a lot of money.

Leopold Aschenbrenner has quickly made a name for himself in the hedge fund world with his bold bets on AI. As the world waits for his 13F, we built a way to understand how other hedge funds are positioned in the AI trade. Our latest drop: https://t.co/7eTz6aGyFZ https://t....

This is the kind of market where you simply buy what the president tells you to: Chips $INTC Intel $NVDA NVIDIA $AMD AMD $TSM TSMC AI Infrastructure $DELL Dell $VRT Vertiv $NBIS Nebius $CRWV Coreweave $IREN IREN $HUT Hut 8 Rare Earths $USAR USA Rare Earth $CRML Critical Me...

I can now say the best AI supply chain alpha comes from @aleabitoreddit I had my Hermes agent analyze posts from the past 60 days (558 posts) > 22 picks, 21 were up last 30 days > avg 1M performance +63% > best 1M performer +248% https://t.co/eErG9eEVD6

Essay: https://t.co/MUDW0CQsww Dashboard: https://t.co/yjkxVEYoq2

$IREN - $989K Call buyer https://t.co/buZddOjC95

https://t.co/Mavrl0rGww