SpaceX ($SPCX): 41.89% of the portfolio Micron Technology ($MU): 7.37% of the portfolio Cerebras Systems ($CBRS): 6.17% of the portfolio Astera Labs ($ALAB): 5.27% of the portfolio If you find this information helpful, please like, follow, and share. All my buy and sell signals in pinned group!

$ALOY– $501M MC. Rare earth metals and permanent magnets for EVs, defense, grid storage, and AI data centers. CEO holds 5M shares. Selected by the U.S. Army for exclusive negotiations at Tooele Army Depot, with a DLA contract and an EXIM letter of interest for up to $200 million. $USAR– $3.95B MC and $13.16M TTM revenue. Developing the Round Top heavy rare earth project, a Stillwater NdFeB magnet plant, and a U.S. mine to magnet supply chain. $MP– $7.15B MC and $305.38M TTM revenue (+26%). Owns the Mountain Pass rare earth mine and is expanding into magnet manufacturing through its Independence facility. $UUUU– $2.24B MC and $105.76M TTM revenue (+63%). U.S. uranium production, rare earth processing at White Mesa, and expanding magnet and critical minerals operations. $LAC– $991M MC and $0 TTM revenue. Pre-production lithium developer advancing Thacker Pass, backed by a GM joint venture and a DOE-supported loan for Phase 1 construction. If you find this information helpful, please like, follow, and share. All my buy and sell signals in pinned group!

$APLD (Applied Digital): Q1 FY27 revenue $341.9M (+322%), one quarter already bigger than a full year of the mining era; 1.41 GW leased across five campuses, about $36B of base-term rent, up to about $86B with renewals; ChronoScale also landing a Microsoft 50 MW GB300 deployment $NBIS (Nebius): Q2 revenue $582M (+454%), AI cloud about $575M of that, end-June ARR $3.0B (+598%); guide to $7–9B ARR by year-end 2026; GPU neocloud with pricing power and customers prepaying the buildout $CIFR (Cipher Digital): 2025 revenue $224M, Barber Lake contracted revenue lifted from $3.8B to more than $9B; Fluidstack lease doubled to 20 years, plus a $5.2B AI-lab follow-on on the same campus; hyperscale HPC landlord, not a miner $WULF (TeraWulf): Q2 revenue $44.8M, HPC leases already 71% of sales; 102 MW live at Lake Mariner, Anthropic signed for 401 MW on a 20-year lease worth about $19B, up to about $33B with extensions; power-first pivot into AI campuses $KEEL (Keel Infrastructure): 2025 revenue $229M (+72%), U.S. mining fully shut by June 2026; Moses Lake, Sharon and Panther Creek being built for hyperscalers and AI labs, first data-center revenue targeted for 2027; the early-stage call in the group $IREN: FY2026 revenue $707M, AI cloud $129M (nearly 8x); $4B contracted AI ARR, $1B already live; Microsoft Horizon 1 delivered, three more 50 MW GB200 halls due by year-end; mining hardware out, GPU cloud in If you are agree! Please like, follow, and share.

As a reference, I've called: $NBIS at $20 -> flew +1399% $RKLB at $16 -> flew +844% $AMD at $100 -> flew +505% $ASTS at $20 -> flew +569% $PLTR at $40 -> flew +419% I've consistently outperformed the markets, making generational-wealth trades you don't want to miss. Many will regret not following me for more.

Palantir Technologies ($PLTR): 66.0% of the portfolio NVIDIA ($NVDA): 13.5% of the portfolio Pfizer ($PFE): 11.1% of the portfolio Halliburton ($HAL): 4.5% of the portfolio If you find this information helpful, please like, follow, and share. All my buy and sell signals in pinned group!

$NVDA: $740,000 $AAPL: $50,600 $MU: $39,000 $AMD: $25,600 $TSLA: $15,600 If this helps you, like + follow + share. All my buy and sell signals in my group!

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Uber Technologies ($UBER): 12.72% of the portfolio Brookfield Corporation ($BN): 12.58% of the portfolio Microsoft ($MSFT): 11.89% of the portfolio Amazon ($AMZN): 10.49% of the portfolio Howard Hughes Holdings ($HHH): 10.23% of the portfolio Restaurant Brands International ($QSR): 9.62% of the portfolio Meta Platforms ($META): 9.25% of the portfolio If you find this information helpful, please like, follow, and share.