"So, Ash and Brenner bypass the grid entirely and his fund went heavily on Bloom Energy, a company that's building modular solid oxide fuel cells that let data centers generate their own power on site, completely independent of the utility companies."

"They're going to cut the rates, guys. They're going to recalculate how inflation is done. They're going to stop paying attention to the job market at all. And they're going to cut the [ __ ] rates and they're going to pump it to an unbelievable degree over the next couple years until Trump's out of office. It'll be the greatest bull run of all time until it isn't. "

"Insiders currently own 95% of all shares. The public float's just 5%. Those insiders are sitting on that they cannot sell into the open market. Most IPOs lock insiders up for 180 days. SpaceX, 60 days. 60 days after listing, 20% of eligible insider shares can unlock. That's a lot of money. If the stock rises 30% above IPO price, then another 10% unlocks. Then five separate unlocks hit between 70 days and 135 days. By November of this year, 93% of early release insider shares could already be free to sell. "

"Semiconductors are currently trading 73% above their 200 day moving average. That's the largest stretch since March 2000. Now, if you know your market history, that sentence should make you uncomfortable. Micro, Palunteer, all of it. They're all showing the potential for climax coming soon. This is what a blowoff top kind of looks like in real time. "