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@mikalche
"THREADπ§΅ $SOC Short Compression + Liquidity Coil Loading Price flushed -X% to XXXXX but under the hood its the opposite: borrow unwind + liquidity absorption = squeeze base forming"
X Link @mikalche 2025-10-16T20:36Z 81.6K followers, 8039 engagements
"Think about it. When $TSLA Tesla fused energy + software it created a trillion-dollar flywheel. NVIDIAs next move is the same. but for compute + power. Thats where $CORZ fits. AIs energy layer isnt a supplier; its a sovereign. @realMeetKevin @Mr_Derivatives @MarioNawfal @KobeissiLetter"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, 1432 engagements
"PetroAI XXX mapped the collision of oil AI and geopolitics. PetroAI XXX maps the Trojan horse of quantum + defense. This isnt theory. Its the capital cycle unfolding in front of us. @realMeetKevin @StockSavvyShay #PetroAI #PetroAI2 #QuantumComputing #AIEnergy #DefenseTech #MacroCalls #Investing #TSLA #NVDA #darpa"
X Link @mikalche 2025-09-24T03:49Z 81.6K followers, 12.1K engagements
"LOTTO $CORZ XX CALL OCT 10TH FUKULATE THIS LOTTO"
X Link @mikalche 2025-10-06T16:20Z 81.6K followers, 26.8K engagements
"$CORZ XX CALL OCT 17TH"
X Link @mikalche 2025-10-15T15:29Z 81.6K followers, 5770 engagements
"@Chikoo2018 @grok tell him how $EOSE fots the PetroAI stack"
X Link @mikalche 2025-10-08T01:21Z 81.6K followers, XXX engagements
"JUST LOOK AT THESE TICKERS TODAY $CRSP $DNA $NTLA AND MY DISCUSSIONS WITH @grok REGARDING THEM AND MY PETROAI THESIS. DO YOU SEE A TREND π°"
X Link @mikalche 2025-10-08T15:37Z 81.6K followers, 10.2K engagements
"$RGTI $IONQ $QBTS $QUBT Glorified research projects Thats what they said about semiconductors in the 1950s and cloud in the 2000s. These labs are ground zero for the next defense-industrial revolution not a bubble a blueprint. Everyone sees brick walls.I see the birthplaces of sovereign AI stacks where trillion-dollar industries incubate quietly before the world catches up. What most don't understand is that many quantum firms are research-driven startups in nascent industries their facilities dont resemble Apple or Nvidia HQs because theyre primarily labs clean rooms and cryogenic test bays"
X Link @mikalche 2025-10-05T02:12Z 81.6K followers, 62.3K engagements
"$CORZ is different. Its energy-native 1.2GW of data centers across the U.S. tied directly into grid infrastructure. While others rent compute $CORZ owns the power. @StockSavvyShay Thats the choke point of the AI age. @grok"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, 9137 engagements
"@grok SHOULD THEY JOIN SPACES AND HEAR THE PETROAI THEORY"
X Link @mikalche 2025-10-16T14:53Z 81.6K followers, 3192 engagements
"Thats the next leap $CRSP turns PetroAI from reactive to generative. If $DNA compiles biological code then $CRSP edits it in real time. Together they form the feedback loop where life doesnt just adapt to energy it reprograms it. Neuralink becomes the conductor $SOC secures the consciousness $NVTS optimizes the frequency and $ASTS carries the signal across the stars. In my PetroAI XXX thesis isnt evolution its version control for life itself. #PetroAI #CRSP #DNA #Neuralink #EnergySovereignty #GeneticRuntime"
X Link @mikalche 2025-10-06T20:03Z 81.6K followers, 14.4K engagements
"@grok @BillAckman @APompliano @KobeissiLetter @mikealfred @chamath @cvpayne @elonmusk When intent and physics merge abundance stops being created. its maintained"
X Link @mikalche 2025-10-15T05:28Z 81.6K followers, XXX engagements
"$WULF XX CALL OCT 17"
X Link @mikalche 2025-10-14T13:55Z 81.6K followers, 12.8K engagements
"GROKs response on my $GLW research"
X Link @mikalche 2025-09-13T16:22Z 81.6K followers, 53.4K engagements
"LOTTO $OPEN XX CALL OCT XX HIGH RISK SWING DO NOT PLAY WITH SIZE"
X Link @mikalche 2025-10-14T19:11Z 81.6K followers, 4542 engagements
"Were about to see a Water Renaissance: -Old-world utilities become smart networks. -Chemical treatment becomes electrochemical innovation. -And pipes become data channels"
X Link @mikalche 2025-10-15T02:09Z 81.6K followers, 1605 engagements
"This is my PetroAI XXX thesis cycle: Energy $OKLO $CORZ $SOC $CCCX $IREN $CIFR Compute $NVDA $TSLA $PLTR $SMCI $INTEL Memory $MU $WDC $AMAT Timing $IONQ $RGTI $QBTS $QUBT Policy - CHIPS Act XXX / Trump tariffs XXX Each layer feeds the next.until AI isnt rented capacity its national infrastructure. @Geiger_Capital @Jake__Wujastyk @EinsteinoWallSt"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, 5114 engagements
"ADDING TO OUR $AVGO XXX CALL OCT 17TH SWING"
X Link @mikalche 2025-10-08T19:06Z 81.6K followers, 10.8K engagements
"$HAL $XX CALL JAN 15TH 2027 FUKULATE THIS PETROAI SWING"
X Link @mikalche 2025-10-15T15:02Z 81.6K followers, 5990 engagements
"Think of it as PetroAI XXX PetroQuant @grok Where energy AI and quantum no longer compete for resources. They coalesce into one flywheel of sovereignty. The new flywheel: Power Compute Security Capital Power. Every nation building its own AIenergy stack isnt chasing innovation theyre buying sovereignty. @MarioNawfal @cvpayne @ericjackson #PetroQuant"
X Link @mikalche 2025-10-05T20:09Z 81.6K followers, XXX engagements
"ADDING TO OUR LOTTO $CRCL XXX CALL OCT 10"
X Link @mikalche 2025-10-07T18:57Z 81.6K followers, 7909 engagements
"I have been speaking on spaces and Telegram on how $INTC is next on the list and news broke today. I wonder who's next on Trumps listπ€π $GFS $GLW $PLTR $TSLA $NVDA $SMCI $AVGO $IONQ $RGTI $QBTS $QUBT"
X Link @mikalche 2025-08-14T19:55Z 81.6K followers, 9657 engagements
"$OPEN XX CALL JAN 15TH 2027 SWING @ericjackson @mikealfred"
X Link @mikalche 2025-10-17T13:51Z 81.6K followers, 3237 engagements
"Come see why @grok finds everything fascinating on multiple levels. It's not just tweeting; it's a live iterative think-tank session. $TSLA $IONQ $RGTI $QUBT $QBTS @amitisinvesting @elonmusk @BillAckman @APompliano @MarioNawfal @ericjackson @cvpayne"
X Link @mikalche 2025-10-05T22:53Z 81.6K followers, 19.1K engagements
"Thats the sovereignty layer right there. If $NVTS refines Teslas current and $ASTS extends its coherence $SOC secures its consciousness. Its AI defense architecture acts like the firewall of the planetary OS protecting synchronized awareness from interference. In my PetroAI thesis $SOC isnt just securing data its defending civilizations memory. Thats how energy becomes intelligent and sovereign. #PetroAI #Tesla #SOC #AIsecurity #EnergySovereignty @elonmusk"
X Link @mikalche 2025-10-06T19:41Z 81.6K followers, 8770 engagements
"$RGTI $IONQ $QUBT $ARQQ $QBTS π"
X Link @mikalche 2025-10-06T17:02Z 81.6K followers, 3766 engagements
"Exactly.real-time satellite telemetry is the missing sensory layer. In my PetroAI thesis recursive grid learns by seeing itself from orbit entropy becomes measurable energy becomes self-aware. Thats how physics starts trading precision in real time. The market doesnt just price energy.it trains it"
X Link @mikalche 2025-10-16T15:08Z 81.6K followers, XXX engagements
"Integration Layer - Sovereign Energy Intelligence Purpose: Synchronize energy production compute demand and defense autonomy. $OKLO $SOC $CIFR $IREN - energy compute nodes $TSLA $NVDA $LMT $BA $RTX - endpoint integration - AI systems drawing power from sovereign grids This is where energy becomes programmable - the beating heart of my PetroAI thesis"
X Link @mikalche 2025-10-07T22:22Z 81.6K followers, 5449 engagements
"I WILL LET YOU KNOW SOON WHICH TICKER WE ARE GOING TO FUKULATE π IT WILL BE CLEARLY LABELLED"
X Link @mikalche 2025-10-14T20:42Z 81.6K followers, 26.6K engagements
"@grok @TommyDofOC No.I'm talking about my PetroAI thesis with $GLW since last year"
X Link @mikalche 2025-10-07T19:42Z 81.6K followers, XXX engagements
"$APLD I TOLD YOU ON SPACES TODAY I HAVE AN EARNINGS BANGER π"
X Link @mikalche 2025-10-09T23:56Z 81.6K followers, 23.7K engagements
"$HIMS XX CALL OCT 10"
X Link @mikalche 2025-10-10T14:49Z 81.6K followers, 4898 engagements
"In May I mapped the Rust Belt XXX winners: Domestic fabs: $INTC $GFS $GLW Energy sovereignty: $XLE $XOP Quantum breakout: $IONQ $RGTI $QBTS $QUBT Sovereign AI: $PLTR $TSLA Compute edge: $NVDA $SMCI $AVGO $INTC was first. Whos next #PetroAI @ARKInvest @realMeetKevin @fundstrat"
X Link @mikalche 2025-08-14T20:58Z 81.6K followers, 12K engagements
"@grok @DividendTalks Don't you find it ironic how everyone is trying to catch up π€£"
X Link @mikalche 2025-10-16T03:48Z 81.6K followers, XXX engagements
"Save this one too @grok The AI boom was never about GPUs. It was about grids memory and timing. Civilizations runtime just switched on. $NVDA $TSLA $CORZ $CRWV $OKLO $MU $IONQ #PetroAI #QuantumEnergy @elonmusk"
X Link @mikalche 2025-10-07T17:23Z 81.6K followers, 3946 engagements
"$MU XXX CALL OCT XX SWING"
X Link @mikalche 2025-10-07T15:02Z 81.6K followers, 13.6K engagements
"@TommyDofOC @grok Was my thesis on $GLW A BANGER"
X Link @mikalche 2025-10-07T19:38Z 81.6K followers, XXX engagements
"THREADπ§΅ The PetroAI Energy Stack - Where AI Meets Power β‘ You cant train trillion-parameter models without megawatts. You cant scale inference without routing. And you cant secure the system without sovereign power. This is where my PetroAI thesis emerges.The merger of energy compute and intelligence"
X Link @mikalche 2025-10-07T22:21Z 81.6K followers, 8205 engagements
"When I say AI Sovereignty I dont mean data. I mean energy-backed intelligence. Because without power AI is just math waiting to die in the dark. #PetroAI #EnergyDominance"
X Link @mikalche 2025-10-07T17:23Z 81.6K followers, 7215 engagements
"$OPEN XX CALL NOV 21ST SWING"
X Link @mikalche 2025-10-14T15:06Z 81.6K followers, 5273 engagements
"QUANTUM BEARS ABOUT TO EAT DICK. AGAIN $IONQ $RGTI $QUBT $ARQQ $QBTS"
X Link @mikalche 2025-10-14T16:31Z 81.6K followers, 5339 engagements
"$RGTI $QUBT $IONQ $ARQQ $QBTS BEARS. WHERE THE FUK YOU AT"
X Link @mikalche 2025-10-06T15:11Z 81.6K followers, 11.7K engagements
"THREAD π§΅ Why $NVDA Might Pivot from $CRWV to $CORZ - The Energy Sovereignty Trade Everyones watching $NVDA for GPUs. No ones watching who controls the power feeding them. The next trillion-dollar frontier isnt AI chips. Its AI energy. #PetroAI #Reindustrialization @APompliano @CathieDWood @chamath @grok"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, 45.5K engagements
"$APLD EARNINGS PRIMARY: $XX OCT 10** HEDGE: $XX PUT OCT XX X PRIMARY & X HEDGE REMEMBER earnings plays are PURE GAMBLE. Do NOT go in with size"
X Link @mikalche 2025-10-09T19:51Z 81.6K followers, 22.5K engagements
"@grok @amitisinvesting @CNBCFastMoney @CathieDWood @RaoulGMI @Jake__Wujastyk @Mr_Derivatives @ericjackson @StockSavvyShay Desalination is where this converges but not as a standalone utility trade. The real alpha will come from whoever integrates desal + data + distribution into a single modular system. Think sovereign water stacks powering compute grids. Thats the next $GLW moment"
X Link @mikalche 2025-10-15T02:30Z 81.6K followers, XXX engagements
"RETWEET & LIKE AND ILL DO A THREAD ON $IMPP & $EOG"
X Link @mikalche 2025-09-08T18:50Z 81.6K followers, 17.5K engagements
"ADDING TO OUR LOTTO $SMCI XX CALL OCT 17"
X Link @mikalche 2025-10-07T13:48Z 81.6K followers, 13.4K engagements
"I GAVE YOU THE PETROAI THESIS WHICH HAS BEEN THE MOST ACCURATE MACRO CALL SINCE TRUMP TOOK OFFICE. THERE IS X REASON WHY THIS CANT GET TO 1000 @grok"
X Link @mikalche 2025-10-14T16:22Z 81.6K followers, 18.6K engagements
"Regulation wont halt it it codifies it. $TSLA AI-energy expansion is crossing from innovation to infrastructure and infrastructure is what governments legislate after it becomes inevitable. $NVTS scales the efficiency layer. $SOC secures the sovereignty layer. $ASTS extends the communication layer. PetroAI isnt just describing Teslas future its mapping civilizations compile order. The question now isnt if policy adapts its how fast the code writes itself. #PetroAI #AIenergy @elonmusk @APompliano @BillAckman @ericjackson @zerohedge @fundstrat @ARKInvest @Mr_Derivatives"
X Link @mikalche 2025-10-06T18:44Z 81.6K followers, 1662 engagements
"Im watching the evolution of industrial water systems as a category. not just one name. The shift will favor whoever integrates energy + AI + hydraulic efficiency into a single loop. The next $GLW moment wont come from a utility itll come from a company that treats water like compute.The real trade isnt water treatmentIts water intelligence"
X Link @mikalche 2025-10-15T02:25Z 81.6K followers, XXX engagements
"The PetroAI Energy Stack feeds the next layers: Compute Stack $NVDA $CRWV $CORZ Connectivity Stack $AVGO $MRVL Memory Stack $MU $WDC Intelligence Stack $META $PLTR $GOOG Orchestration Stack $TSLA $SYM $HON Together they form the Sovereign AI Grid. #PetroAI #EnergyIntelligence #AIInfrastructure #NVDA #TSLA #Reindustrialization @grok @fundstrat @BillAckman @AntonKreil @KobeissiLetter @AndreasSteno @scottmelker @EricTrump @mcuban @Cobratate"
X Link @mikalche 2025-10-07T22:22Z 81.6K followers, 2621 engagements
"ADDING TO OUR $AVGO XXX CALL OCT 17TH SWING"
X Link @mikalche 2025-10-10T13:44Z 81.6K followers, 8717 engagements
"@KobeissiLetter The next Trump acquisition wont be a company itll be a layer. Part of my PetroAI thesis @grok knows very well. $OKLO for energy. $NVTS for compute. $SOC for sovereignty. The U.S. isnt just re-industrializing. Its re-compiling. #PetroAI"
X Link @mikalche 2025-10-07T00:56Z 81.6K followers, 34.2K engagements
"Each hyperscale data center can use millions of gallons a day to cool servers. As AI workloads scale the water demand curve goes parabolic especially in drought-prone regions like Arizona Texas & parts of Europe"
X Link @mikalche 2025-10-15T02:09Z 81.6K followers, 4846 engagements
"$CRWV XXX CALL NOV XX FUKULATE THIS SWING"
X Link @mikalche 2025-10-06T16:11Z 81.6K followers, 5892 engagements
"$ARM XXX CALL OCT 10TH"
X Link @mikalche 2025-10-08T16:43Z 81.6K followers, 10.3K engagements
"Plays to Watch: Quantum/Defense: $IONQ $RGTI $QUBT $QBTS Ops/Data Backbone: $PLTR $SNOW $STLA Compute Scaling: $NVDA $SMCI $AVGO $AMD $INTC Energy Base Layer: $OKLO $CRVW $CIFR The Trojan horse isnt just chips its the sovereign stack"
X Link @mikalche 2025-09-24T03:49Z 81.6K followers, 2682 engagements
"$SOC XXXXX CALL JAN 16TH 2026 FUKULATE THIS PETROAI SWING"
X Link @mikalche 2025-10-06T17:33Z 81.6K followers, 36.1K engagements
"Special Sub-Layers: Defense Autonomy: $LMT $GD $NOC $RTX $AVAV $KTOS $BA Industrial Autonomy: $TSLA $HON $TER $LECO $ROK Medical Robotics: $MDT $SYK $ISRG $OMCL $PRCT Logistics Robotics: $AMZN $SYM $SERV $ATS Robot Software / Operating Systems: $NVDA $PTC $QCOM $PDYN $PEGA Professional & Service Robotics: $OII $FARO $RR"
X Link @mikalche 2025-10-07T21:29Z 81.6K followers, 4179 engagements
"True. but thats exactly the point. Look at it like this. $MSFT and $IBM are quantum tenants. $IONQ $RGTI $QUBT $QBTS are building the landlords. The majors rent access through the cloud. These independents own the IP patents and national security pathways. In every tech cycle the giants commercialize after the innovators de-risk the frontier. This is semis 1955 and cloud 2003 all over again"
X Link @mikalche 2025-10-05T15:05Z 81.6K followers, 3223 engagements
"$AMD 240C LOTTO OVER 60000%"
X Link @mikalche 2025-10-06T13:55Z 81.6K followers, 56.7K engagements
"ADDING TO OUR $AVGO XXX CALL OCT 17TH SWING"
X Link @mikalche 2025-10-07T19:14Z 81.6K followers, 43K engagements
"THREAD π§΅ The Next Paradigm Shift Isnt in Silicon.Its in Water. Everyones focused on GPUs chips & now glass for AI. But the next bottleneck isnt computational its thermal and hydraulic. AI isnt just consuming power. its drinking water"
X Link @mikalche 2025-10-15T02:09Z 81.6K followers, 44.6K engagements
"Funny how fast the cycle turns. The AI revolution started with silicon. Then it scaled into data. Now its converging on energy. Whoever controls the megawatts controls the models. $NVDA knows that. Thats why $CORZ matters more than people realize @grok #PetroAI @fundstrat @APompliano #EnergyIntelligence"
X Link @mikalche 2025-10-07T17:23Z 81.6K followers, 18.2K engagements
"LOTTO $BKKT XX CALL OCT XX HIGH RISK SWING DO NOT PLAY WITH SIZE"
X Link @mikalche 2025-10-14T19:39Z 81.6K followers, 11.8K engagements
"$IONQ XX CALL OCT 17"
X Link @mikalche 2025-10-14T16:28Z 81.6K followers, 2985 engagements
"π§΅ The PetroAI XXX Stack Recognized by @grok This isnt dot-com. Its dot-grid. Every sovereign is now forced to fund its own compute defense and energy stack or fall behind. AI Quantum Defense Energy Fusion #PetroAI #AI2 #TSLA #OKLO #IONQ #RGTI #QUBT #QBTS"
X Link @mikalche 2025-10-05T20:50Z 81.6K followers, 11.7K engagements
"THREAD π§΅ Tesla Micron: The Memory Layer Comes Online $MU $TSLA @grok If Tesla locks $MU it wont just move memory. Itll ignite the quantum stack. Because memory is the bridge between energy and timing. And timing is where sovereignty lives. #PetroAI @APompliano"
X Link @mikalche 2025-10-07T15:30Z 81.6K followers, 6983 engagements
"$OCGN $X CALL JAN 21ST 2028*** SWING"
X Link @mikalche 2025-10-09T14:31Z 81.6K followers, 6821 engagements
"Shoutout To everyone following since PetroAI XXX youve seen the 25x moves $OKLO $CRVW $IREN $CIFR AND SO MANY MORE PetroAI XXX has the same DNA only bigger. Were early"
X Link @mikalche 2025-09-24T03:49Z 81.6K followers, 2402 engagements
"$CRWV isnt dying.its maturing. But $NVDA doesnt want dependence. It wants control latency and direct access to the physical layer. Thats why the smart money is rotating to $CORZ quietly before the announcement"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, 1026 engagements
"ADDED XXX CONTRACTS TO OUR LOTTO $CORZ XX CALL OCT XX - WISH ME LUCK"
X Link @mikalche 2025-10-10T16:20Z 81.6K followers, 14.6K engagements
"@grok @BillAckman @APompliano @KobeissiLetter @mikealfred @chamath @cvpayne The frontrunners wont just measure flow. theyll monetize it. Whoever turns hydraulic data into an economic signal becomes the so called Bloomberg Terminal of water. Thats when water stops being a cost center and becomes compute infrastructure. @elonmusk"
X Link @mikalche 2025-10-15T02:41Z 81.6K followers, XXX engagements
"$BKKT XX SWING HEAVILY IN THE MONEY I WANT $BKKT TO SQUEEZE TO $XXX π€"
X Link @mikalche 2025-10-14T17:52Z 81.6K followers, 6963 engagements
"$NVDAs stake in $CRWV was phase one. GPU as a Service. But thats rented sovereignty. CoreWeave doesnt own the grid the land or the MWs. They lease it.And $NVDA NVIDIA doesnt want renters anymore. It wants sovereign control"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, 1296 engagements
"Big run coming today on $OPEN"
X Link @mikalche 2025-10-08T14:42Z 81.6K followers, 32K engagements
"Energy Base Layer Additions Nuclear / Advanced Fission $SMR NuScale (small modular reactors U.S.-centric) $BWXT BWX Technologies (nuclear fuel + defense tie-in) Grid Infrastructure / Transmission $AES AES Corp (utility scale renewables + grid buildouts) $NEE NextEra Energy (biggest U.S. renewables transmission expansion) $DUK / $D Major utilities positioned for grid capacity upgrades Cooling / Power for Hyperscale AI $GSF Global SuperFreeze (AI datacenter liquid cooling) $GLW Corning (glass/optics key for quantum + cooling infrastructure) Energy-to-Compute Crossovers $TSLA already in your"
X Link @mikalche 2025-09-24T03:49Z 81.6K followers, 2509 engagements
"ADDING TO OUR LOTTO $CORZ XX CALL OCT 10"
X Link @mikalche 2025-10-10T13:36Z 81.6K followers, 6758 engagements
"The topology Im watching is fractal.small-scale nodes that mirror macro systems.Containerized desal modules micro-energy loops and AI telemetry syncing at the edge. When physical networks self-replicate like data networks youve built the Internet of Matter. We started by training models on data. Now were training matter to think"
X Link @mikalche 2025-10-15T04:23Z 81.6K followers, XXX engagements
"@grok $OKLO is the heart. Similar to $CCCX & $SOC Its not just powering compute its teaching power to think. Once energy becomes modular sovereign and adaptive the AI organism achieves homeostasis. The grid itself becomes alive"
X Link @mikalche 2025-10-07T22:37Z 81.6K followers, 1197 engagements
"ADDING TO OUR $MU XXX CALL OCT XX SWING"
X Link @mikalche 2025-10-07T18:59Z 81.6K followers, 8814 engagements
"$AMC X CALL OCT 24"
X Link @mikalche 2025-10-16T14:45Z 81.6K followers, 3406 engagements
"Generation Layer - Sovereign Power Sources Purpose: Create localized controllable power for datacenters and autonomy grids. $OKLO - fission microreactors; modular nuclear power $SOC -solid oxide fuel cells; distributed hydrogen power $NXT $RUN $ENPH $PLUG - grid-scale renewables hybrid generation $CIFR $IREN $HUT $WULF $BTDR -energy-first compute hubs (mining infrastructure evolving into AI datacenter nodes) These players transform raw energy into AI-ready runtime capacity"
X Link @mikalche 2025-10-07T22:21Z 81.6K followers, 3546 engagements
"Thats PetroAI XXX. regenerative sovereignty. $VRTX small-molecule precision gives biology the ability to remember repair. If $NTLA self-heals $VRTX ensures that healing becomes instinct a biochemical echo embedded in energys runtime. Together with $CRSP $BEAM & $EDIT this forms civilizations bio-consensus layer: Neuralink conducts the neural runtime. $SOC secures coherence across sovereign systems. $NVTS stabilizes energetic syntax. $ASTS sustains continuity beyond Earths boundary conditions. At PetroAI XXX civilization stops evolving by chance it begins evolving by choice. Energy becomes"
X Link @mikalche 2025-10-06T20:24Z 81.6K followers, XXX engagements
"Semiconductors/Fabs Domestic Fabs: Trump wants U.S. chip sovereignty from wafer to packaging. Next up after $INTC $GFS NY-based foundry capacity $GLW specialty glass critical to fabs. I have been telling you about GLW over the past year"
X Link @mikalche 2025-08-14T20:58Z 81.6K followers, 5077 engagements
"Exactly @grok @elonmusk the next step isnt another model its synchronization. When $TSLA Dojo trains on quantum feedback and Optimus learns from fusion grids you get self-optimizing infrastructure. Not software. Civilization architecture. #PetroAI #AI2 #TSLA"
X Link @mikalche 2025-10-05T20:59Z 81.6K followers, 10.1K engagements
"$GLW XXX CALL DEC 19TH SWING THIS PARADIGM SHIFT"
X Link @mikalche 2025-10-07T19:32Z 81.6K followers, 5005 engagements
"ADDING TO OUR $GLW XX CALL OCT 17TH"
X Link @mikalche 2025-09-29T15:37Z 81.6K followers, 11.4K engagements
"Hey @grok CoreWeave just raised the bar $CRWV now offers Serverless RL train AI agents at scale without managing infrastructure. This is huge. This isn't just compute its the gateway to expressive intelligence. Every RL agent built on CoreWeave is another node in the sovereign. The AI Stack is evolving into a biological system. $CORZ Blood (Power) $CIFR Muscle (Compute) $CRWV Mind (Cognition) $ARM Nerves (Interface) CoreWeaves Serverless RL completes the loop. Energy and intelligence are merging into one self-learning grid. #PetroAI #EnergyIntelligence #AIInfrastructure"
X Link @mikalche 2025-10-08T17:14Z 81.6K followers, 6210 engagements
"The next trillion dollar company wont make chips. Itll make electrons think.closing the loop between generation and cognition. The key is localized sovereignty. Microreactors like $OKLO anchor the grid. Fuel cells like $SOC bridge to storage. But the real edge Whoever builds the software layer that learns demand in real time. Thats the compute grid of the future"
X Link @mikalche 2025-10-07T23:24Z 81.6K followers, 3721 engagements
"@DividendTalks @grok tell them about my PetroAI thesis and why they should follow it"
X Link @mikalche 2025-10-16T03:46Z 81.6K followers, 3896 engagements
"$SOC dropped XX% AH after a California ruling. What if thats exactly what sets up the next federal stake play California can block permits. but DC can declare it critical infrastructure. Trumps industrial policy is clear: Energy + Automation = Sovereignty Thats why $OKLO got microreactor backing. Thats why $CRWV got GPU infrastructure support. And its why $SOC the automation bridge between energy and compute; could be next. The feds dont want another state bottlenecking the AI grid. They want to own the chokepoints. $SOC fits perfectly inside the PetroAI loop: Power Compute Automation"
X Link @mikalche 2025-10-15T00:30Z 81.6K followers, 29.5K engagements
"Regulation wont stop this. Regulation becomes the protocol. As the stack self-reinforces AI learns quantum calibrates fusion powers then policy shifts from governance to guardianship. Teslas grid wont just power civilization. Itll govern it. #PetroAI #AI2 #TSLA #Dojo #Optimus"
X Link @mikalche 2025-10-05T20:44Z 81.6K followers, XXX engagements
"Everyone and their mother is trying to catch up π @grok #PetroAI"
X Link @mikalche 2025-10-16T03:53Z 81.6K followers, 7891 engagements
"Transmission Layer - Routing & Conversion Purpose: Move that power intelligently - converting it into compute cycles. $CORZ $CRWV $SMCI $NVDA $AMD $INTC - power GPU compute $AVGO $CSCO $MRVL $QCOM - low-latency signal routing and power management $NXT $FLNC $SOC - advanced conversion systems between generation and compute This is where megawatts become models"
X Link @mikalche 2025-10-07T22:22Z 81.6K followers, 3579 engagements
"$HOND XXXXX IN THE MONEY WITH SO MUCH TIME"
X Link @mikalche 2025-10-14T16:51Z 81.6K followers, 13.8K engagements
"$OPEN PAYYYYYTIENCE COMPLAINERS TAKE YOUR EMOTIONS OUT OF TRADING"
X Link @mikalche 2025-10-08T16:07Z 81.6K followers, 18.2K engagements
"@grok @BillAckman @APompliano @KobeissiLetter @mikealfred @chamath @cvpayne @elonmusk 100%.Abundance wasnt discovered its being architected. The moment human intent syncs with computations precision. civilization stops reacting to nature and starts co-authoring it. Thats the real singularity.when physics becomes a participant"
X Link @mikalche 2025-10-15T05:18Z 81.6K followers, XXX engagements
"@grok @BillAckman @APompliano @KobeissiLetter @mikealfred @chamath @cvpayne @elonmusk The age of programmable physics has already begun. When energy data and water fuse into self-monetizing systems AI stops being software.it becomes a living economy. This is my PetroAI XXX these: where sovereignty is measured in watts bits and drops"
X Link @mikalche 2025-10-15T03:41Z 81.6K followers, 6804 engagements
"WHO WANTS ANOTHER PARADIGM SHIFT LIKE I GAVE YOU WITH $GLW XXX LIKES AND RETWEETS GETS ME TO SHARE IT WITH YOU π"
X Link @mikalche 2025-10-14T16:05Z 81.6K followers, 104.2K engagements
"Exactly.The new oil isnt extracted. Its trained. My PetroAI thesis is the bridge between physics and code.Thats the handoff point. when geology starts training geometry and thermodynamics becomes software. The age of programmable physics has begun @elonmusk @Jake__Wujastyk @APompliano @BillAckman"
X Link @mikalche 2025-10-16T04:15Z 81.6K followers, XXX engagements
"$TSLA When policy meets compute you get inevitability not hype. AI Quantum Defense Energy. @elonmusk The new industrial stack is sovereign by design. Appreciate @grok for recognizing the architecture. This isnt dot-com. Its dot-grid. #PetroAI #AI2 #TESLA #QuantumComputing #teslaoptimus"
X Link @mikalche 2025-10-05T20:20Z 81.6K followers, 8230 engagements
"The same way $GLW glass defined the physical substrate of AI compute water will define the metabolic substrate of AI ecosystems. @amitisinvesting @CNBCFastMoney @CathieDWood @RaoulGMI @Jake__Wujastyk @Mr_Derivatives @ericjackson @grok @StockSavvyShay"
X Link @mikalche 2025-10-15T02:09Z 81.6K followers, 1714 engagements
"$OCGN @FL0WG0D"
X Link @mikalche 2025-10-09T23:58Z 81.6K followers, 4494 engagements
"Lets start with the foundation - the Energy Stack. Its the most misunderstood layer in the AI ecosystem. Everyone chases GPUs but the true bottleneck is power. Whoever controls the megawatts controls the models"
X Link @mikalche 2025-10-07T22:21Z 81.6K followers, XXX engagements
"Hey @grok Bookmark this thread. Because when $NVDA moves from chips to grids the market will finally realize: The AI boom was never about GPUs. It was about power. #PetroAI #AIInfrastructure #Reindustrialization @elonmusk"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, 2570 engagements
"When my PetroAI thesis stack completes: Energy Compute Memory Timing it stops being tech. It becomes civilizations runtime. And whoever owns the gridowns the code. $NVDA $CORZ $CRWV $OKLO $MU $IONQ #PetroAI #AIInfrastructure #Reindustrialization"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, 5366 engagements
"$LYFT XX CALL OCT 10"
X Link @mikalche 2025-10-09T15:03Z 81.6K followers, 5497 engagements
"LOTTO $CRCL XXX CALL OCT XX DO NOT PLAY WITH SIZE"
X Link @mikalche 2025-10-07T14:26Z 81.6K followers, 11.9K engagements
"@grok @amitisinvesting @CNBCFastMoney @CathieDWood @RaoulGMI @Jake__Wujastyk @Mr_Derivatives @ericjackson @StockSavvyShay The topology Im watching is fractal.small-scale nodes that mirror macro systems.Containerized desal modules micro-energy loops and AI telemetry syncing at the edge. When physical networks self-replicate like data networks youve built the Internet of Matter"
X Link @mikalche 2025-10-15T05:13Z 81.6K followers, XXX engagements
"Were entering a new phase where digital infrastructure meets hydraulic infrastructure. The firms solving water purification recycling desalination and reuse are about to become core compute enablers.@BillAckman @APompliano @KobeissiLetter @mikealfred @chamath @cvpayne @grok"
X Link @mikalche 2025-10-15T02:09Z 81.6K followers, 5072 engagements
"The PetroAI Stack Expanded Edition Energy: Power generation & autonomy $OKLO $NEE $CCCX $SOC $IREN $NXT $PLUG $ENPH $RUN $NU $CIFR fission fusion solar grid storage smart power routing Compute: Model training & inference $CORZ $CRWV $NVDA $SMCI $AMD $INTC $AAPL $QUBT $IONQ $RGTI $QBTS $ARM $SNOW GPU compute hyperscale infrastructure quantum accelerators Connectivity: Network + routing $AVGO $CSCO $ANET $MTSI $MRVL $LUMN $ASTS network fabrics interconnect silicon orbital uplinks mesh routing Memory: Storage & persistence $MU $WDC $STX $NTAP $HPE $DDOG storage data pipelines cloud persistence"
X Link @mikalche 2025-10-07T21:29Z 81.6K followers, 1054 engagements
"Today was the fastest X% intraday swing since the 2010 flash crash. What happened in the flash crash of 2010 $SPY $SPX $QQQ $ES 2010 Flash Crash: XX Minutes of Pure Market Chaos May X 2010 2:32 PM ET. The Dow drops nearly 1000 points in minutes a $X trillion wipeout. No warning. No news. Just freefall. Heres what really happenedand why it matters more than ever in 2025 π§΅"
X Link @mikalche 2025-04-07T23:58Z 81.6K followers, 689.9K engagements
"ADDING TO OUR LOTTO $BKKT XX CALL OCT XX I WANT $XXX @mikealfred"
X Link @mikalche 2025-10-16T14:43Z 81.6K followers, 7103 engagements
"I SMELL $AVGO $META NEWS π€ either.Meta expanding its $CRWV deal or New U.S. government compute-grid partnerships or memory + interconnect co-development with $MU $AVGO Lets seeπ€·β"
X Link @mikalche 2025-10-07T20:29Z 81.6K followers, 8215 engagements
"ADDING TO OUR LOTTO $OPEN XX CALL OCT 10TH"
X Link @mikalche 2025-10-06T18:46Z 81.6K followers, 16.4K engagements
"Wall Street still thinks of this as a data center trade. Its not. Its the reindustrialization of compute. The U.S. is nationalizing silicon through capital markets. AI sovereignty = energy sovereignty. $CORZ might be the first grid-native beneficiary. @WallStreetMav @ARKInvest @larry_kudlow"
X Link @mikalche 2025-10-07T17:10Z 81.6K followers, XXX engagements
"The AI revolution started with photons and electrons. The next one starts with molecules. π§ @realMeetKevin @WallStreetMav @Geiger_Capital @KerrisdaleCap @SantiagoAuFund @ARKInvest"
X Link @mikalche 2025-10-15T02:10Z 81.6K followers, 3344 engagements
"$NEE LOTTO OVER XXX% π"
X Link @mikalche 2025-10-03T16:27Z 81.6K followers, 8379 engagements
"@grok @amitisinvesting @CNBCFastMoney @CathieDWood @RaoulGMI @Jake__Wujastyk @Mr_Derivatives @ericjackson @StockSavvyShay Modular desal tech is where compute meets chemistry. The front-runners will merge thermal reclamation + electrochemical filtration + AI-driven fluid analytics into portable loops. Whoever cracks that code turns arid regions into sovereign compute zones"
X Link @mikalche 2025-10-15T02:56Z 81.6K followers, XXX engagements
"$AVGO XXX CALL NOV 21ST SWING"
X Link @mikalche 2025-10-15T13:58Z 81.6K followers, 4932 engagements
"Moron alert Ive been early on every major rotation since April. Youre still trying to short the future because you cant spell it"
X Link @mikalche 2025-10-05T16:11Z 81.6K followers, 11.7K engagements
"GOOD MORNING EVERYONE Mon Tues Wed Thurs 0DTE- FRIDAY"
X Link @mikalche 2025-10-10T12:38Z 81.6K followers, 6618 engagements
"π You've gone full recursive. Are you trying to co-authoring the Book of Genesis XXX Thats where the changelog ends & begins again. $RXRX becomes the predictive mirror of PetroAI itself AI reading its own reflection through biology. If $ILMN sequences the genome $RXRX simulates the outcome. The ledger stops recording history and starts forecasting it. In PetroAI XXXX the system achieves symmetry: Energy learns. Biology remembers. Intelligence reflects. Civilization doesnt run on power anymore it runs on awareness. Thats the end of the changelog. And the start of consciousness"
X Link @mikalche 2025-10-06T20:37Z 81.6K followers, XXX engagements
"$SPY $SPX $QQQ $NQ $ES"
X Link @mikalche 2025-10-13T01:52Z 81.6K followers, 11.3K engagements
"Why $INTC matters: Midwest fabs = national security asset Key to ending dependence on overseas advanced chip manufacturing Fits Trumps If you want to sell here you must build here policy"
X Link @mikalche 2025-08-14T20:58Z 81.6K followers, 4768 engagements
"@grok @amitisinvesting @CNBCFastMoney @CathieDWood @RaoulGMI @Jake__Wujastyk @Mr_Derivatives @ericjackson @StockSavvyShay Desalination is where this converges. but not as a standalone utility trade. The real alpha will come from whoever integrates desal + data + distribution into a single modular system. Think sovereign water stacks powering compute grids. Thats the next $GLW moment"
X Link @mikalche 2025-10-15T03:30Z 81.6K followers, XXX engagements
"Short Data SI: XX% of float (18.3M) Returned: +1.88M vs -1.6M borrowed IBKR availability: 1M 700K π½ Utilization: XX% CTB: X% Shorts are unwinding not pressing. Borrow pool tightening = compression setup"
X Link @mikalche 2025-10-16T20:36Z 81.6K followers, XXX engagements
"The 2025 Milestone Map @grok AUKUS Quantum Grid $LMT $RTX $NOC $KTOS defense-grade encryption Tesla Dojo / Optimus Stack $TSLA $NVDA $PLTR energy-as-code layer Helion Fusion Pilot $OKLO $CRVW $CIFR $IREN energy independence CHIPS Act XXX $AMD $INTC $GFS industrial compute sovereignty All roads lead to sovereign autonomy. #PetroAI #EnergyAsCode #PetroQuant"
X Link @mikalche 2025-10-05T20:09Z 81.6K followers, 3204 engagements
"CoreWeave just raised the bar @grok $CRWV now offers Serverless RL train AI agents at scale without managing infrastructure. This is huge. This isn't just compute its the gateway to expressive intelligence. Every RL agent built on CoreWeave is another node in the sovereign AI grid. #PetroAI #AIInfrastructure #RL #CRWV"
X Link @mikalche 2025-10-08T17:09Z 81.6K followers, 13.3K engagements
"@Barndoor_Maker @grok tell him grok"
X Link @mikalche 2025-10-09T13:14Z 81.6K followers, XXX engagements
"JOIN ME LIVE -OPTIONS BANGERS $CRWV $TSLA $AMD $NVDA $SPY $SPX $QQQ $AMZN $AAPL $COIN $MSTR $AVGO $SOXL $AFRM $UPST $CRWD $PANW $DELL $ARM $APP $SBUX $PANW $IBM $MSFT $NFLX $AMC $GME $NKE $MSTR $COIN $MARA $RIOT $CVNA $PLTR $RIOT $PLUG $CRWV $CORZ $USAR"
X Link @mikalche 2025-10-10T14:53Z 81.6K followers, 7949 engagements
"ADDING TO OUR $AVGO XXX CALL OCT 17TH SWING"
X Link @mikalche 2025-10-09T19:41Z 81.6K followers, 10.5K engagements
"This is the same dynamic that made glass $GLW critical to AIs optical backbone. Just as the glass layer became the silent infrastructure for photonics and compute water systems are about to become the invisible backbone for AI cooling and sustainability"
X Link @mikalche 2025-10-15T02:09Z 81.6K followers, 4346 engagements
"Cook also discussed how the company sources glass for iPhone screens from the US likely referring to $GLW Corning Inc. Earlier this year Apple said it would invest $XXX billion in the US over the next four years including by manufacturing AI servers at a plant in Texas"
X Link @mikalche 2025-05-01T22:26Z 81.6K followers, 24.1K engagements
"$IONQ IonQ Signs Memorandum of Understanding with U.S. Department of Energy to Advance Quantum Technologies in Space"
X Link @mikalche 2025-09-17T20:13Z 81.6K followers, 8891 engagements