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“$UUUU update: 20% the last two days and moving towards that prev ath HH + HL's continue to build https://t.co/W1yqk5yVxU https://t.co/2RQkAzfmf5”

“$URA is another great one that is looking primed for a breakout. It continues to knock at this resistance with higher lows, feel its just a matter of days or weeks until we see a strong move higher. Only started building a position in the past week or so. I do think with the energy/nuclear plays you need to take more of a longer term thesis though as opposed to what we've seen in the "ai bottlenecks". As the nuclear sector in general is going to take some time. AI is a huge tailwind of this obviously but the entire global sector is expected to expand with over 30 countries planning to triple nuclear capacity in the decade + ahead. Not to mention there's been a huge structural deficit. Supply can't respond quick enough so there is a multi-year or decade shortfall. We know two things. It is coming, and it will take time.”

“$UUUU great move so far. Earnings are today after hours. But this is also just looking like it's building into a larger move up again soon and also think we will see new highs with how this market structure is shaping up https://t.co/7TtwYa0nNT”

“$USAR nice move so far this week. Think this is setting up for a larger breakout soonish. Structurally I like the way this is forming. There's also, essentially blue sky's above as it has spent little to no time trading above here with any meaningful volume https://t.co/NuLQSMoxXf”

“$USAR The US government will potentially have an 8-16% stake in this which is going to support building domestic heavy rare earth elements and magnets. Which are essentially for all advanced US weapons systems. Think things like fighter jets, missiles, radar, electronic warfare, robotics etc. China controls 85-90% of this supply chain so this is essentially national security critical. It has both macro and geopolitical tailwinds. Still pre-revenue though. So thats important to note. *Traded this one in the past from $14-28 and rebought at $17 so full disclosure that's my entry. It's a bit of a slow mover. But I think it's time for acceleration. Still not going to move as quick as the AI stocks imo but chart looks great and knocking at the door”

“Also want to note. Most views I share are high time frame. Not 15 minute charts and back and forth. Trying to share more in terms of. Multi month views.”

“$BTC I have always been a fan of HTF's and historical levels. I've always used these to build out HTF ideas in my charts and execution. I just want to point out how clean these lows were where each weekly candle closed or opened at the 21 cycles 1W ATH closes and opens perfectly. really look at how the candles opened and closed Admittedly, I had bought 69k and sold 75-76k and then rebought that + more at 78k. (2-3k higher than where I last sold) It's been a great year so far. We traded 85k to 92k end of Q4, 69-75k and the current trade while avoiding drawdown from the last 8 months and are now able to accumulate far more BTC. As prev said I think the real line in the sand is the mid 80's closes for momentum. But I do think the lows are in. In terms of the end goal. I dont know when, just that the likely path remains higher.”

“You have to think of markets in terms of a pendulum. It swings from high, to low over a large period of time. The pendulum is just the momentum of it. You can often feel the shift as momentum stalls, and the pendulum begins to swing the other way and the momentum shifts again There are times where you will see me not take trades for months, or very few trades like in crypto for the better part of the last year now having been more equities focused It's all at the end of the day some form of human psychology right. The cycle is just greed to fear and fear to greed over and over. I know my strengths and weaknesses. Being in a trade every day isn't one of them. So I try to avoid the chop and wait for those signals. A balance of offense and defense. and putting yourself in a good position to win. not forcing things that aren't there Right now there's a lot of greed in AI, and a lot to support that. Bc this time, it's real. Whether it's government spending, future cost of buildouts etc. Money printing, it's all pretty supportive of that. So I think any big dip given is a huge gift if you've not ridden that momentum. A good strategy from here is probably bitcoin:native as it's likely to swing back the other way. And some ai stocks on any decent dips. So I will try to cover both of these from here on. BTC + equities”

“In April there was a record setting month for $STRC demand. Let's see what May brings. We should be less than 24-48 hours out from the next big @saylor twap starting as this pushes up to $100 https://t.co/F5IG67JZsH https://t.co/dmTWpw3pk9”

“I only took 3 trades on BTC since last year. So far 3/3. This is #4. And it's betting on a larger breakout. Let's see”

“Let's start with $BTC. Sorry for the delay. Let’s do some simple math around $BTC, saylor and $STRC . Total purchased bitcoin so far for $MSTR is 88,568. Total holdings have reached 818,334 with a goal of hitting at least 1m by eoy. The average is around 730 BTC per da. It’s a rough average and varies slightly.. There are 450 BTC mined per day. So in the same period of purchases 40,500. Strategy is currently on pact to buy 1.6x the supply mined. So one single corporate buyer of BTC has bought more than DOUBLE the btc created in this period. Obviously, at some point something has to give. In the past year I’ve not taken many BTC trades and have been more focused on stocks. Only trading 85k to 92k. 68k to 76k. However. I think once BTC clears the mid 80’s and holds the chances of seeing new highs are quite high. And thus I’ve made new purchases and plan to hold that for the foreseeable future. I’ll do a little weekly update around this. Any increased buying from ETF’s from here will have an outsized impact imo. In terms of probabilities, I think the lows are in and we could see BTC trade as high as $180k between this year and next. The confirmation for that imo is likely holding the mid 80k's short term as the signal for momentum to begin.”