MBA grad, retired entrepreneur, enjoyin life and trader/investor. Used money to buy back MY time.
Blockchain
Joined December 2017
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Prediction. Screenshot this post, we'll talk again in five years.
They're going to pull it off. Jensen Huang is going to be pushed out of Nvidia.
And here's what happens next.
Elon hires Jensen and puts him in charge of Terafab.
He's already said it publicly: hiring him would be an honor. And Terafab is the project made for him. A chip factory Musk wants to be the largest ever built, one terawatt of compute per year, from design to packaging under one roof. Terafab's challenge is to do in a few years what the industry took decades to build. There's only one man on Earth who knows every layer of that stack.
They execute like absolute maniacs.
Musk brings speed, capital and appetite for risk. Jensen brings thirty years of mastery of the stack: architecture, software, customers, supply chain. Musk builds factories faster than anyone alive. Jensen knows exactly what to put inside them. It's the only duo in the world capable of compressing a decade into three years.
SpaceXAI merges with Tesla.
This isn't even science fiction anymore: independent committees are already studying the merger. Rockets, satellites, AI, robots, self-driving cars, energy, and now chips. One single entity, integrated from silicon to orbit.
The group climbs to $50 trillion.
Today, SpaceX and Tesla are worth around $3.4 trillion combined. $50 trillion sounds insane. But remember: ten years ago, Nvidia was worth a few tens of billions. When you own superintelligence, the robots that do the work and the rockets that go to space, you don't capture a market. You capture the economy.
Elon buys Nvidia.
Meanwhile, Nvidia without Jensen does what every company does after losing its founder: it manages. It protects its margins. It loses ground to its own customers' in-house chips. And one day, it becomes a target. For a $50 trillion group, buying Nvidia is just one acquisition among others.
Jensen becomes the chip boss again.
He takes over the semiconductor division of the new entity. Pushed out of his own company, he gets it back from above, inside the largest industrial group in history.
Sounds crazy? Steve Jobs did exactly that. Pushed out of Apple, he came back when Apple bought NeXT. You know the rest.
Nvidia's board thinks it's getting rid of a problem.
It's creating the biggest competitor in its history.
See you in five years.
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THIS IS THE MOST DANGEROUS DEAL IN THE ENTIRE AI BOOM.
Anthropic needs Broadcom's AI chips to run Claude.
It does not buy them directly.
Instead, Wall Street banks and Blackstone put $63 billion into a separate company, and that company buys the chips from Broadcom.
That company then rents the chips to Anthropic.
Over the life of these leases, Anthropic owes about $161 billion in rent on Broadcom equipment.
So where does Anthropic get the money to pay that rent?
Partly from Broadcom.
Broadcom has agreed to lend Anthropic up to $42 billion, and that money can only be used to pay rent on Broadcom's equipment.
Broadcom sells the chips, then lends the customer money to pay for them.
If Anthropic cannot pay the loan back in cash, Broadcom can take Anthropic shares instead.
So why is this dangerous?
First, the sales are not as real as they look. When a company lends its customer the money to pay its bills, part of its revenue is just its own cash coming back.
Second, everything depends on one customer. Broadcom's own filing warns about its dependence on a small number of customers for AI chip demand.
Anthropic alone owes $161 billion on its equipment.
Third, Anthropic does not have the revenue yet. It made $16.96 billion last quarter but has committed $895.4 billion to compute.
Many of these contracts must be paid even if Anthropic never uses the capacity.
Fourth, the chips are the collateral. AI chips lose value fast as newer models come out. If Anthropic cannot pay, lenders are left holding equipment worth far less than the debt.
If AI demand slows, the whole chain breaks at once.
Anthropic misses payments, Broadcom loses its biggest customer and its loan, and the banks and Blackstone take losses on the debt.
This exact setup played out in 1999 and 2000.
Lucent and Nortel lent billions to their own customers to keep equipment sales growing. When those customers went bust, the loans were never repaid, and both stocks collapsed.
The current situation is getting dangerously close to the dot-com bubble.
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Matteo BERRETTINI è, e resterà per sempre il simbolo della rinascita del nostro tennis. E' stato lui a riportarci in una finale SLAM maschile, dopo 45 anni. E' stato lui il primo italiano in un una semifinale SLAM sul cemento. Se siamo diventati una potenza mondiale, se siamo considerati degli esempi, non solo sul campo, è grazie a un uomo straordinario, il cui esempio, la cui resilienza ispira e ispirerà per sempre le prossime generazioni. E' caduto, oggi. Ma nessun infortunio potrà MAI offuscare quello che Matteo ha ottenuto, e soprattutto quello che Matteo rappresenta. UN CAMPIONE. Per SEMPRE
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$KOPN has a longer timeline for sure, but it is quietly becoming one of the most asymmetric AI infrastructure plays out there.
Wait until you realize what they just did with Fabric.AI.
Kopin took a 19.9% stake and landed a $15M initial development order for Neural I/O™ , a MicroLED-based optical interconnect that replaces copper with photons for GPU-to-GPU, board-to-board, and rack-to-rack comms in AI data centers.
Lower power per bit, way higher bandwidth.
This is the exact kind of chokepoint the entire AI buildout is going to slam into.
On top of that, they’re the exclusive manufacturer of the chipsets. Same playbook we’ve seen with the real winners in photonics. Early positioning with the right tech and manufacturing moat.
And this is before we even talk about their core business: defense thermal eyepieces ($21.5M follow-on just dropped), new FPV drone orders, OLED microdisplay ramp, and the AR/VR/enterprise pipeline that’s finally inflecting.
Extremely bullish setup for $KOPN. The kind of name that can rerate violently once the Fabric.AI progress hits the tape. NFA
Everyone wants to invest in Anduril, but its not possible yet.
There is another way to get exposure to defense microdisplays that turn helmets and cockpits into live command nodes.
Think Anduril Eagle Eye type of technology.
$KOPN isn’t just supplying screens, they’re delivering the optical intelligence layer: ultra-bright full-color MicroLED modules fused with night-vision/thermal overlays, zero-latency AR data feeds, and ruggedized performance that survives mud, G-forces, and total darkness.
The tech moat is real and widening. Proprietary MicroLED architecture crushes legacy OLED/LCoS on brightness (daytime readable without washing out), power efficiency (critical for dismounted soldiers), and durability
No temporal artifacts that fatigue pilots or troops during 12-hour ops.
Add domestic U.S. manufacturing scale (directly funded by DoD), strategic integration with Theon International’s thermal/night-vision systems, and you’ve got a reshoring fortress in a supply chain that can’t be offshored.
Execution is accelerating fast, fresh contracts layering on top of the $15.4M Army win:
• $3.6M multi-year European avionic HMD order (Feb ’26) for rotary-wing platforms, deliveries ramping 2026-2030 with follow-ons baked in
• $2M initial pilot helmet AR display order from Tier-1 European prime, already driving expected 2026 add-ons
• $3M+ production order for MicroLED HUD upgrades in combat aircraft (first-ever deployment) 2H ’26 delivery
• Brand-new Phase I SBIR award for next-gen smaller-format soldier-borne MicroLEDs (announced today)
• Book-to-bill sitting at 2.8x, defense revenue exploding triple-digits in recent prints, $41M strategic capital (Theon + Ondas + Unusual Machines) fortifying the balance sheet
Q3 ’25 already flipped to $4.1M net income.
Revenue run-rate climbing toward the $50M+ mark with defense as the primary engine.
Microdisplay TAM? 19% CAGR through 2031, military AR/VR a multi-billion slice exploding under soldier modernization and NATO spend.
At a ~$370M market cap this is still absurdly asymmetric. We’ve watched optics/defense names rerate 5-10x on contract flow alone (early AAOI vibes, cleaner here).
$KOPN has the domestic moat, the partner ecosystem, the backlog visibility, and the 2026-28 production ramps all aligning.
This isn’t a lottery ticket, it’s a scaled execution story in the hottest secular defense tailwind on the board.
High-conviction name, still just watching.
Positioned for serious compounding if they start to get picked up my American Primes and Anduril.
NFA / DYOR
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She is finally waking up. Remember this is a re rating in progress so this isn't much of what to expect yet. Fair market cap would be 307mill. We are not even near 100. $fabc $aib $nbis $dgxx $iren $Keel
$AIB is playing the whole market for a fool by not having any social media presence and low key rock and rolling and getting stuff done..it's only a matter of time before some whales find out.
Here is a quick overview of their all star management. Name me a stronger team on any AI Data Center Stock with 60 mill marketcap, I'll wait.
Leadership: Seasoned Management Team
Their 9.9 bill capex plan for 715MW is rock solid and in very capable hands as you can see.
It blows my mind this stock is at 62 mill with a fair valuation at current state of 307 mill on 3 fair valuation models.
You bet that VP of sales and ex head of sales at $NBIS are gonna get those 2 LOIs worth 500 mill, upgradable to 1.2 bill signed.
They already have 50 MW running with revenue coming in.
Jerry Tang
Role: Chief Executive Officer
Previous Experience: Senior executive at a top 20 global bank with $40B+ in deals
Jolienne Halisky
Role: Chief Financial Officer
Previous Experience: CPA with 20+ years of senior finance roles at Deloitte, Siemens Energy, and Weatherford
Eyal Rozen
Role: Chief Operating Officer
Previous Experience: Former Head of Sales, Nebius EMEA – AI cloud infrastructure
Gary Heitz
Role: VP of Sales
Previous Experience: $256M+ hyperscale deals, 40MW+ sold – former Google and Dell sales executive
Amanda Klier
Role: Director of Operations
Previous Experience: Tax Attorney at Deloitte (REIT transactions); former GE Capital Real Estate and GE Energy
Christopher Iannacone
Role: Director of Construction Execution
Previous Experience: 3GW+ of data center construction for AWS
investor presentation may 2026: sec.gov/Archives/edgar/data/…
$GOOGL $GOOG $DELL $GE $ENR $WFRD $AMZN $AWS
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Adding more $SHAZ on this dip.
Leopold added this one to his folio
SHAZ has disclosed two major contract-related names: ESDS, which is tied to a $1.26 billion, five-year agreement, and NEXTDC, which is the Australian data center partner used for deployment. The separate $950 million, five-year contract was disclosed only as being with a global technology company, and the customer name was not publicly identified in the source I found. Combined contracted value was reported as over $2.2 billion
Marketcap only 700 to 800mill
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$FABC expects to demonstrate its flagship Neural I/o™ MicroLED-based optical interconnect platform by EOY.
$FABC also has ~$30 million in cash and cash equivalents, which is enough to fund operations through Neural I/o™ demonstration milestone.
PR 🔗 bit.ly/4nDdG3l
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SUNDAY PICK #2 $SIDU
Speculative play based on narrative.
🛰️ Space-as-a-Service from Cape Canaveral — designs, builds & operates modular satellites (LizzieSat platform, 3D-printed)
🧠 AI edge computing in orbit: Orlaith AI + Fortis VPX module + hyperspectral imaging
🚀 Key catalysts:
• StarVault: world's first sovereign space-based data storage (w/ Lonestar)
• LizzieSat-4 launch Oct 2026 with multiple payloads
• 2nd StarVault payload ordered — customer doubling down
• Maris-Tech edge computing integration
📊 Q1 2026:
• Revenue $359K (+51% YoY) — yes, $359K
• Net loss $5.2M (improving)
• Cash ~$80M+ post $58.5M offering
• Zero debt
⚠️ Reality check:
• $319M market cap on $1.4M annualized revenue
• $500M shelf registration = likely more dilution coming
• Every earnings report in last 5 quarters followed by avg -9% drop
• 52wk range: $0.63–$5.99
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We have significant asymmetric upside on our hands in KOPN if:
1. MicroLEDs are viable and superior to copper interconnects as dust settles
2. KOPN can execute a prototype worthy of acquisition/partnership by summer
Here’s why the $KOPN base case is $13.50 and bull case $42.
AI’s bottleneck isn’t compute — it’s the wires between GPUs (one of many bottlenecks).
Copper hit a wall. Silicon photonics is expensive. MicroLED is the dark horse: sub-pJ/bit, no lasers, CMOS-compatible.
$90B AI optics TAM by 2030.
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INSIGHTS:
🇺🇸 Higher oil doesn't just hurt China. It hurts everyone differently.
Bessent's point: China imports heavily from the Gulf. They take a direct hit.
What he missed: America feels it through inflation and interest rates.
Higher fuel. Higher transport. Higher goods prices. Higher inflation.
Higher inflation. Fewer Fed rate cuts. Tighter financial conditions.
Brent pushing $120. Iran still controlling Hormuz.
There are no winners in an oil shock.
Only different kinds of losers.
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JUST IN: 🇷🇺 Russian President Putin slams Western leaders for their silence on the US-Israeli war with Iran.
"They signed all sorts of letters at the start of the Ukraine conflict. Yet these lovers of the epistolary arts haven't written anything about the current tragic events."
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🚨 Do you understand what just happened..
the owner of OnlyFans just died at 43.. Leonid Radvinsky.. the man made $3 billion off a platform where other people sell themselves..
he took 20% of every transaction.. every video.. every message.. every tip.. while creators fought algorithms and chargebacks and deplatforming threats just to make rent.. he sat at the top collecting a cut of their bodies.. and everyone called him a "tech founder"..
the man wasn't a tech founder.. he was the most successful middleman in history..
and the wildest part.. OnlyFans was profitable from day one.. no VC money.. no IPO.. because when your business model is taking a fifth of what someone earns from their own skin.. you don't need investors.. you need creators desperate enough to not ask questions..
he had $3 billion and still couldn't beat cancer at 43.. what exactly are we all racing toward.
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This is the greatest video ever made.
teapaw.org/realtrumpstein/status/…