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[@KakashiCapital_](/creator/twitter/KakashiCapital_)
"Vicor - is this the most torqued/coiled data center play in the market Who has any info I followed a year or X back seems to me with current developments on data center/energy expansion this is looking nice XX% insider owned $VICR"  
[X Link](https://x.com/KakashiCapital_/status/1955404655539916815) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-08-12T23:02Z 1854 followers, XXX engagements


"Look at the management/board of $LAES & $WKEY - then look into ownership structure - then look at their mkt caps - then check WKEY other holdings The research or lack of is INSANE to me"  
[X Link](https://x.com/KakashiCapital_/status/1978247072840036808) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-14T23:50Z 1854 followers, 2565 engagements


"With BitDeer going up heavily on AI news today I am reminded that the COO and CTO of a Singaporean microcap somehow have this pedigree COO - former Director of Engineering for $BTDR and Bitmain PhD (USA) CTO - former R&D Director at $BTDR and Bitmain + $VNET - CRACKED (imo)"  
[X Link](https://x.com/KakashiCapital_/status/1978643108003729810) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-16T02:04Z 1854 followers, 1459 engagements


"$QCLS - Quantum pivot XX% short Reg SHO list Appointed someone who seems to be related to quantum Just a pure speculation play for me - quantum tiny cap/float and imo a basing chart All dependant on broad market though imo Not advice not even in the slightest"  
[X Link](https://x.com/KakashiCapital_/status/1978982099391500750) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-17T00:31Z 1854 followers, 6956 engagements


"$WKEY - if it sold all shares would get 90M Just X of their co's Shares WISeKey could sell if Class F redeemed: Common already owned: 6001200 + Class F (1499700)5 = 13499700 shares. Mark-to-market @ LAES $XXXX today:$90.0M (13499700$6.67). $LAES $IONQ $RGTI $QCLS"  
[X Link](https://x.com/KakashiCapital_/status/1979633265293271061) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-18T19:38Z 1854 followers, 2196 engagements


"@jaltucher + is the smallest quantum name on the market Q/C Technologies $QCLS Just dont see why youd choose to short this after pivot in current situation with a quantum conference + $NVDA conference (10% are quantum) CC $WKEY $LAES $CCCX $IONQ $RGTI $QBTS $QUBT $IBM $GOOG $ASPI"  
[X Link](https://x.com/KakashiCapital_/status/1980027180924162515) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T21:44Z 1854 followers, XXX engagements


"Why would Elon Musk follow Marc the CEO of $DBRG Idk but its pretty insane to me that there is almost no speculation on this Im also biased as I have been banging the drum ( $DGXX and this were my ai/hpc data center plays) Last week Citadel bought some $DGXX "  
[X Link](https://x.com/KakashiCapital_/status/1980387914581475377) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-20T21:37Z 1854 followers, 1996 engagements


"Avgd down a bit on $AQMS this morning when it got near $XX Private placement of like 12M at 11which is now like half the market cap Nobody cares to look into this company even after the 4x pump People think this is a PnD but imo management proved savvy with funding"  
[X Link](https://x.com/KakashiCapital_/status/1980647698098450697) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-21T14:49Z 1854 followers, XXX engagements


"$MNTS - Everything I look at is good The CEO is a beast - and imo his connections are showing with the recent contracts Senior VP for $LMT (international) VP of US business dev at $RTX Undersecretary for Arms Control and Internaltionals Security Assistant Sec at DoD. At 16M"  
[X Link](https://x.com/KakashiCapital_/status/1978508188459606389) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-15T17:08Z 1854 followers, 2033 engagements


"+ They have a recent deal with $BTDR for XX MW - pretty solid from my novice eyes $SAIH"  
[X Link](https://x.com/KakashiCapital_/status/1978643607662759959) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-16T02:06Z 1854 followers, XXX engagements


"$ASPI - pretty nasty/quick/high volume reversal last week Definitely not what you want to see but its just back to its base I added some this morning well see what happens - rare combo of being related/working on nuclear and quantum High short interest etc"  
[X Link](https://x.com/KakashiCapital_/status/1980657698367762562) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-21T15:29Z 1854 followers, XXX engagements


"Did they really do it again lmfao $NVX oh well still chilling at $XXXX avg"  
[X Link](https://x.com/KakashiCapital_/status/1975706547826368591) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-07T23:35Z 1850 followers, 3825 engagements


"I have some $WWR - having said that it is insane the value gap between them vs $NVX NVX - people are still so surface level. Synthetic graphite lots of natural options spinning up. Only one (that I know of) synthetic refiner with ramp coming soon Market gives many opps"  
[X Link](https://x.com/KakashiCapital_/status/1977807976389095756) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-13T18:45Z 1849 followers, XXX engagements


"The ai GTC conferences for $NVDA and their heavy quantum focus is rightfully at the forefront But I feel like a lot of people arent paying attention to the Q+AI conference $LAES the top sponsor $WKEY Cc $QCLS $ARQQ"  
[X Link](https://x.com/KakashiCapital_/status/1979993661959000251) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T19:30Z 1854 followers, 1352 engagements


"The X data center plays I have been very vocal on: $DGXX $DBRG DGXX - Citadel noted their stake (look at $HIVE and their buy/price - new horse in town imo) DBRG - Elon Musk followed their CEO on Twitter who at the time had like XXX followers Can I go 2/2 Citadel & Elon wow"  
[X Link](https://x.com/KakashiCapital_/status/1980671908837478551) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-21T16:25Z 1854 followers, XXX engagements


"So bullish $NA CC $BNB"  
[X Link](https://x.com/KakashiCapital_/status/1959093548852138054) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-08-23T03:21Z 1845 followers, XXX engagements


"Millenium also recently filed a 13G for a new position with them $MUSA"  
[X Link](https://x.com/KakashiCapital_/status/1964813946453717416) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-09-07T22:12Z 1839 followers, XXX engagements


"Bro Are you kidding me with this "Matrix" shit Mortgage/rate cut tailwinds with a multibillionaire buying Just unbelievable - it could not be more texbook $FOA"  
[X Link](https://x.com/KakashiCapital_/status/1965240652238921828) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-09-09T02:27Z 1834 followers, XXX engagements


"REVERSE In regard to mortgages - FOAs specialty. Im dead wrong or markets are asleep $FOA cc $LDI $RKT"  
[X Link](https://x.com/KakashiCapital_/status/1965810466107892076) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-09-10T16:11Z 1834 followers, XXX engagements


"$CAMT - VERY interesting Found by screening volume (i have looked into them before) This slide stands out big time"  
[X Link](https://x.com/KakashiCapital_/status/1966553270559653977) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-09-12T17:23Z 1847 followers, XXX engagements


"Current data center portfolio: $SIFY $DGXX $VNET $DBRG $DUOT - SLEEPER nobody knows about their pivot yet Considering buys on $GDS $BTDR"  
[X Link](https://x.com/KakashiCapital_/status/1967965992459592151) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-09-16T14:57Z 1845 followers, 1754 engagements


"Does nobody know what $PENG does Seems that way Notable exec/ board additions Sleeping giant About to break out of channel its been in since inception XX% short They build ai clusters - yes you read that correctly"  
[X Link](https://x.com/KakashiCapital_/status/1969073528436600887) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-09-19T16:18Z 1849 followers, XXX engagements


"Oh yeah and to add on $NVX: Phillips XX owns like XX% Their battery lead (or something similar not at desk) is on NVXs board So much to like"  
[X Link](https://x.com/KakashiCapital_/status/1974602611899978218) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-04T22:28Z 1847 followers, XXX engagements


"Cobalt you say. Im loving this Nobody is even looking at these yet Even graphite is somehow a sleeper in this - its XX% of a lithium ion battery and China dominates 90%+"  
[X Link](https://x.com/KakashiCapital_/status/1977468370875453891) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-12T20:16Z 1840 followers, 1527 engagements


"Cobalt you say $ELBM Mkt cap of $75M $ volume traded today $260M"  
[X Link](https://x.com/KakashiCapital_/status/1977737074334712058) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-13T14:03Z 1845 followers, XXX engagements


"I still do not understand $AREC at all They gave XX% of their premier asset to current holders in some weird golden dividend now AREC only owns XX% Someone please explain because I obviously dont understand and am losing money by not being long jk but for real wtf"  
[X Link](https://x.com/KakashiCapital_/status/1977908476165738496) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-14T01:25Z 1834 followers, XXX engagements


"They have also recently went into SMR (nuclear) - grift or legit I have no idea and neither do you but they have a legit team and advisors as noted: Although I absolutely hate to see that note on Franois. But I am long - not advice of course i am a dipshit ffs $SAIH"  
[X Link](https://x.com/KakashiCapital_/status/1978643112135123283) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-16T02:04Z 1845 followers, XXX engagements


"Pump pump it up You have to pump it up Go on and pump it up *this works until it doesnt - but imo we will grind up Everyone got defensive AFTER. A $VIX XX handle No thats when you get aggressive"  
[X Link](https://x.com/KakashiCapital_/status/1979553576197271630) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-18T14:22Z 1834 followers, XXX engagements


"Ive done very well the past week/2 weeks with $IONR $NVX $WWR $AQMS and $ELBM But the best trade I made was paying the $XX chatGPT fee - game changer Im a principles guy why I dont have premium on this app but realized I was leaving money and data on the table"  
[X Link](https://x.com/KakashiCapital_/status/1979561010018295969) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-18T14:51Z 1849 followers, XXX engagements


"WISeKey is so under followed that it actually had a news release with "Space" "quantum" and "SpaceX Launch" and it didnt even get picked up by algos Funny thing is it seems to be a very legit company Wild $WKEY CC $LAES $IONQ $CCCX $RGTI"  
[X Link](https://x.com/KakashiCapital_/status/1979637505185206710) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-18T19:55Z 1851 followers, XXX engagements


"+ a pure play on PQC - which is gaining traction (post quantum cryptography) $WKEY CC $LAES $IONQ $RGTI $QCLS"  
[X Link](https://x.com/KakashiCapital_/status/1979645140236112072) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-18T20:25Z 1846 followers, XXX engagements


"Chat GPT estimates the average price of shorts is at about $XXXX - sitting on a gain but when you factor in fees it is not as impressive Current price at EOD Friday was $XXXX $QCLS"  
[X Link](https://x.com/KakashiCapital_/status/1979717985335120361) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T01:15Z 1846 followers, XXX engagements


"Getting tight Making higher lows which is notable after the major volume spike imo $QCLS CC $IONQ $RGTI $QBTS $QUBT $CCCX"  
[X Link](https://x.com/KakashiCapital_/status/1979722420467769695) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T01:33Z 1846 followers, XXX engagements


"One of the best threads youll ever read Lithos is a genius and obviously an expert to highest degree in this field We are lucky to get this type of stuff amazing - thanks Lithos What a thread $ASML The spice must flow"  
[X Link](https://x.com/KakashiCapital_/status/1979734804678771174) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T02:22Z 1843 followers, XXX engagements


"Limit up Limit down for mining/REEs/metals Also think this is a signal that the talks with Bessent and his counterpart went well In person meeting this week When $VIX is 25+ thats when you buy Could be wrong but a S/L caps risk if worried Buy stock sell CC imo at 25+"  
[X Link](https://x.com/KakashiCapital_/status/1979899539562651952) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T13:16Z 1845 followers, XXX engagements


"Hard to believe we are this deep in fear territory Lots of pain in outlier stocks - indexes barely off the top Gold and bonds have been getting a pretty solid bid in recent weeks - gold especially of course The market hinges on Trumps comments at the end of the day though"  
[X Link](https://x.com/KakashiCapital_/status/1979935347564790256) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T15:39Z 1845 followers, XXX engagements


"Crypto fear/greed also in deep fear territory $BTC $SOL $ETH"  
[X Link](https://x.com/KakashiCapital_/status/1979935685193732318) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T15:40Z 1845 followers, XXX engagements


"Post Quantum Cryptogrophy "The company's core technology revolves around its OISTE/WISeKey Swiss-based cryptographic Root of Trust (RoT) which ensures the integrity of online transactions in physical and virtual environments." $WKEY CC $LAES $IONQ $RGTI $QCLS"  
[X Link](https://x.com/KakashiCapital_/status/1979939456158249179) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T15:55Z 1847 followers, XXX engagements


"Until merger close $CCCX is trading on 41.7M shares which is about 1B of tradeable value/float until the merge After merge that gets frothy at 5B but until then this seems like an interesting way to play things imo"  
[X Link](https://x.com/KakashiCapital_/status/1979977804813836360) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T18:27Z 1849 followers, XXX engagements


""The worlds first quantum chip" per the claim/sheet pictured $LAES presenting tomorrow at keynote $WKEY - surprised this is still falling under the radar- same CEO etc parent co of LAES Just wild to me but I may (probably am) be wrong CC $CCCX $QCLS"  
[X Link](https://x.com/KakashiCapital_/status/1980017759296667919) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T21:06Z 1849 followers, 1739 engagements


"Citadel bought Good company $DGXX"  
[X Link](https://x.com/KakashiCapital_/status/1980285513912193246) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-20T14:50Z 1847 followers, XXX engagements


"@JohnNap86 I see what you mean but when you compare the hyperscaler deals with data center companies - DBRG already has a lot of capacity and much more planned Also their port companies are massive in scale -wouldnt need to coordinate imo They could each get their own deals or a combo"  
[X Link](https://x.com/KakashiCapital_/status/1980384628646244710) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-20T21:24Z 1849 followers, XX engagements


"$DBRG People are bidding up HPC/ai plays that have like 50MW planned Meanwhile this is on the market lmfao Eventually the sheep will flock to it Needs some price discovery nobody buys anything nowadays unless its up XX% already"  
[X Link](https://x.com/KakashiCapital_/status/1979556849847558148) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-18T14:35Z 1854 followers, 2384 engagements


"I posted on $SLNH when it was $X But at current valuation compared to $DGXX its a joke SLNH- lots of power etc but for mining DGXX- saw the writing on the wall last year and pivoted early to ai/HPC capability In no world should SLNH trade at a higher valuation than DGXX"  
[X Link](https://x.com/KakashiCapital_/status/1980707296704376992) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-21T18:46Z 1854 followers, 1135 engagements


"Has anyone done work on $PENG or $DBRG Feel like these are X that are monsters but not popular for now These are 1B+ companies so not like theyre a micro strange that so few cover them Especially PENG because of $PENGU makes it impossible to find anything at all on them"  
[X Link](https://x.com/KakashiCapital_/status/1969148965967839629) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-09-19T21:17Z 1851 followers, XXX engagements


"Now up XXX% AH and XX% during trading hours Sitting on my hands I know what I own Unbelievable last XX days - $IONR / $NVX now $WLBM /$AQMS Will be looking for more Im on the fucking hunt boys Add in my $SLNH post/note (which I fumbled) Ive been on point Time to 🍻"  
[X Link](https://x.com/KakashiCapital_/status/1977858308003229710) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-13T22:05Z 1852 followers, 1713 engagements


"$MNTS - recent warrant dilution at - shares aquired at what is now current price Imo: Red volume spike = capitulation Largest massive spike = put in bottom imo Recent volume shows interest Chart looks constructive to me Tax/loss selling is massive overhang though Im long"  
[X Link](https://x.com/KakashiCapital_/status/1978874075825963517) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-16T17:22Z 1852 followers, 1307 engagements


"$QCLS also recently hired @jaltucher as an advisor- with XXX% paid in warrants - which I think is investor friendly As a novice/retail pleb I never know for sure but this seems good for investors and good for James if things go well CC $IONQ $RGTI $QBTS $QUBT $CCCX $GOOG $IBM"  
[X Link](https://x.com/KakashiCapital_/status/1979762449898516796) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T04:12Z 1851 followers, XXX engagements


"+ Not only do they have holdings that far outweigh their market cap/ev They also have 228M cash which is over double their market cap I believe (not checking) Just wild stuff I am watching for the $LAES updates this week personally $LAES $IONQ $RGTI $QCLS -another favorite"  
[X Link](https://x.com/KakashiCapital_/status/1979940015900660038) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T15:57Z 1851 followers, XXX engagements


"Quantum GTC conference coming up from $NVDA - about XX% of the talks/groupings are quantum related it seems $QCLS $WKEY $CCCX $LAES $IONQ $RGTI $QBTS"  
[X Link](https://x.com/KakashiCapital_/status/1979957656371486985) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T17:07Z 1851 followers, 1008 engagements


"@MicrocapTrader @pennycheck Do you follow them closely They have a board member that was a vp level at $NVDA I believe - interesting lines of communication he has surely - thanks for sharing"  
[X Link](https://x.com/KakashiCapital_/status/1980346852492132640) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-20T18:54Z 1852 followers, XX engagements


"Okay so this is a real post wonder if this tracker is reliable CEO of $DBRG - Elon Musk the richest and arguably one of the most powerful and influential Followed *I cant verify someone who had XXX followers who has ai/hoc compute capacity $CWRV $BTDR $RIOT $MARA $HIVE"  
[X Link](https://x.com/KakashiCapital_/status/1979943617704931366) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T16:11Z 1852 followers, 1192 engagements


"$OPAD Textbook Zoom out Left for dead now have cash runway with interest rate tailwinds"  
[X Link](https://x.com/KakashiCapital_/status/1978582110916038683) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-15T22:01Z 1854 followers, XXX engagements


"Infleqtion - "Already in use in collaboration with $NVDA US DoD UK Gov" Seeded/funded by in-Q-Tel $CCCX"  
[X Link](https://x.com/KakashiCapital_/status/1979629095639240707) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-18T19:22Z 1854 followers, XXX engagements


"$QCLS Micro: SSR tomorrow XX% short-25% float XXX% CTB Quantum Macro IQT Quantum + AI Summit today running Oct 19-21 $NVDA AI GTC Oct 28/29 (16/153 total - so over XX% of this ai conference is quantum related) CC $WKEY $LAES $CCCX $IONQ $RGTI $QBTS $QUBT $IBM $GOOG $ASPI"  
[X Link](https://x.com/KakashiCapital_/status/1980035233140572252) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-19T22:16Z 1854 followers, 1698 engagements


"Im pretty shocked at the lack of movement off of this The second richest man on earth - decides to follow the CEO of a group that owns massive HPC/ai compute OpenAI Oracle Microsoft Google - making deals Wonder when xAI makes some deals and it it involves $DBRG"  
[X Link](https://x.com/KakashiCapital_/status/1980370951226421428) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-20T20:30Z 1854 followers, XXX engagements


"So Citadel bought $SPAI Other drone companies are buying via private placement (last was at $7) Massive insider ownership/low float Very unique Doesnt need war to do well - tracks/identifies landlines etc - basically infinite market there are mines everywhere IMO"  
[X Link](https://x.com/KakashiCapital_/status/1980619552686760266) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-21T12:57Z 1854 followers, XXX engagements


"@psychprofits Damn I assumed SPAIF was some kind of preferred of SPAI - thats what I get for assuming Good stuff 🍻"  
[X Link](https://x.com/KakashiCapital_/status/1980680194911523174) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-21T16:58Z 1854 followers, XX engagements


"@TheSkayeth @YtEljefe1 Where are you seeing Peter Lynch Citadel is confirmed but I dont see Lynch confirmed - what fund It also has imminent HPC/AI data center catalysts - this is no SLNH"  
[X Link](https://x.com/KakashiCapital_/status/1980756302423810493) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-21T22:01Z 1854 followers, XX engagements


"Its truly wild how a stock/company like $SPAI flies under the radar The biggest drone pure plays are funding with private placements (multiple placements with $RCAT and $ONDS) Massive insider ownership like $75M float Citadel bought a reportable stake in the company"  
[X Link](https://x.com/KakashiCapital_/status/1980771776385937731) [@KakashiCapital_](/creator/x/KakashiCapital_) 2025-10-21T23:02Z 1854 followers, 1147 engagements