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[@crypto__crazy1](/creator/twitter/crypto__crazy1)
"$ORCL just pulled an $NVDA 2023-style move. Backlog ($RPO) exploded to $455B (+359% y/y). OCI rev +55%. Mgmt guiding to $144B by FY30. At 33x fwd EPS execution has to be perfect. Winners: $NVDA $AVGO $TSM $AMAT $LRCX $KLAC Losers: low-AI REITs & on-prem hardware. 🔥 Full deep"  
[X Link](https://x.com/crypto__crazy1/status/1977357439272943628) [@crypto__crazy1](/creator/x/crypto__crazy1) 2025-10-12T12:55Z 1137 followers, XX engagements


"🤖 $TSLA says XX% of its value will be robots. EV sales are slowing margins under pressure yet valuation is still sci-fi. Unless Optimus turns into paying deployments Tesla looks rich. 🏆 Real robotics winners: $NVDA $ABB $ROK $SIEGY $KEYENCE $ISRG ⚠ Show-me stock: $TSLA"  
[X Link](https://x.com/crypto__crazy1/status/1977357636317114470) [@crypto__crazy1](/creator/x/crypto__crazy1) 2025-10-12T12:56Z 1136 followers, XX engagements


"@BTCoptioneer $BTCI is the only high-yield fund Id trust to replace options income. Its yield is backed by Bitcoins volatility. Not leverage or gimmicks like some of the other funds. Its even beaten BTC YTD (27% vs 26%)"  
[X Link](https://x.com/crypto__crazy1/status/1977284771912073366) [@crypto__crazy1](/creator/x/crypto__crazy1) 2025-10-12T08:06Z 1145 followers, XX engagements


"$BTCI is the only high-yield fund Id trust to replace options income. Its yield is backed by Bitcoins volatility. Not leverage or gimmicks like some of the other funds. Its even beaten BTC YTD (27% vs 26%)"  
[X Link](https://x.com/crypto__crazy1/status/1977291651900228062) [@crypto__crazy1](/creator/x/crypto__crazy1) 2025-10-12T08:34Z 1145 followers, XX engagements


"The new 60/40: XX% Bitcoin / XX% $STRF As the Fed cuts and Bitcoin adoption grows $STRF will likely rerate toward $200/share with a X% effective yield. With total $STRF returns exceeding $SPXs returns this allocation is looking really good right now"  
[X Link](https://x.com/crypto__crazy1/status/1977292726811922722) [@crypto__crazy1](/creator/x/crypto__crazy1) 2025-10-12T08:38Z 1139 followers, XX engagements


"🚨 AIs Hidden Bottleneck Isnt GPUs Its the Network Networking silicon $75B by 2030. Winners emerging: ✅ $CRDO (AEC/LRO leader) ✅ $MTSI (AI-optics torque) ✅ $AVGO (Ethernet king) ⚡ $SMTC (high-risk/high-reward) ⚠ Caution: $ALAB 👉 Full breakdown:"  
[X Link](https://x.com/crypto__crazy1/status/1977359859759612254) [@crypto__crazy1](/creator/x/crypto__crazy1) 2025-10-12T13:05Z 1138 followers, XX engagements


"Worldwide Game Changer moving any currency or commodity in exchange for any commodity worldwide. Buying US Treasury Bonds to lower interest rates Adoption of an asset class that will swallow all other asset classes"  
[X Link](https://x.com/crypto__crazy1/status/1978386252433944774) [@crypto__crazy1](/creator/x/crypto__crazy1) 2025-10-15T09:03Z 1142 followers, XX engagements