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[@mikalche](/creator/twitter/mikalche)
"$BYND XX% Short Squeeze Flow Report Beyond Meat is heating up. SSR active. Flow rotation confirmed. Shorts tightening. STRUCTURE Short Interest: XX% of float (63M float) FINRA Short Ratio: XXXX% (up from XX% last week) Volume: 100M+ shares (liquidity event = covering) Borrow Pressure: Rising likely above XXX% annualized OPTIONS FLOW XX total trades logged today Repeated multi-sweep call buys into strength Aggressive size on Nov XX $3C and Dec $2.5C smart money targeting the next leg Short puts getting closed around $XXX confirming downside exhaustion Premiums as high as $33K$53K per block not"  
[X Link](https://x.com/mikalche/status/1979196605375947094) [@mikalche](/creator/x/mikalche) 2025-10-17T14:43Z 81.6K followers, 35.5K engagements


"$SOC Insider Confirmation While retail was panic-hedging Pilgrim Global ICAV 10%+ owner quietly bought. Transactions: 563886 shares @ $XXXXX 418759 shares @ $XXXXX Total: 982645 shares purchased.roughly $14.6M USD Pilgrim now owns 10.9M shares indirectly through their fund They stepped in as dealers flipped long-gamma. absorbing float while options IV exploded. Thats not coincidence thats capital rotation through entropy. 🟢 XXXXX XXXXX base ⚪ XXXXX XXXXX reclaim 🔴 XXXXX XXXXX Pilgrim anchor Insiders dont buy the top. They buy the reset. #SOC #FlowPatrol #PetroAI"  
[X Link](https://x.com/mikalche/status/1979385996664811597) [@mikalche](/creator/x/mikalche) 2025-10-18T03:16Z 81.6K followers, 14K engagements


"$SOC Insider Confirmation While retail was panic-hedging Pilgrim Global ICAV 10%+ owner quietly bought. Transactions: 563886 shares @ $XXXXX 418759 shares @ $XXXXX Total: 982645 shares purchased.roughly $14.6M USD Pilgrim now owns 10.9M shares indirectly through their fund They stepped in as dealers flipped long-gamma. absorbing float while options IV exploded. Thats not coincidence thats capital rotation through entropy. 🟢 XXXXX XXXXX base ⚪ XXXXX XXXXX reclaim 🔴 XXXXX XXXXX Pilgrim anchor Insiders dont buy the top. They buy the reset. #SOC #FlowPatrol #PetroAI"  
[X Link](https://x.com/mikalche/status/1979386049483694401) [@mikalche](/creator/x/mikalche) 2025-10-18T03:16Z 81.6K followers, 10.8K engagements


"@2sylntz $HAL"  
[X Link](https://x.com/mikalche/status/1970876146167509470) [@mikalche](/creator/x/mikalche) 2025-09-24T15:41Z 81.6K followers, XXX engagements


"LOTTO $CORZ XX CALL OCT 10TH FUKULATE THIS LOTTO"  
[X Link](https://x.com/mikalche/status/1975234700143665585) [@mikalche](/creator/x/mikalche) 2025-10-06T16:20Z 81.6K followers, 26.8K engagements


"$SOC XXXXX CALL JAN 16TH 2026 FUKULATE THIS PETROAI SWING"  
[X Link](https://x.com/mikalche/status/1975252983886553405) [@mikalche](/creator/x/mikalche) 2025-10-06T17:33Z 81.6K followers, 36.2K 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](https://x.com/mikalche/status/1975296068717060525) [@mikalche](/creator/x/mikalche) 2025-10-06T20:24Z 81.6K followers, XXX engagements


"Exactly. Everyones still chasing faster chips while the real arms race is shifting to megawatts and memory. By the time markets realize $CORZ $CCCX $SOC $OKLO $CIFR $IREN $TSLA are AIs new oil wells the grid itself will have become the algorithm. #PetroAI @ericjackson @APompliano @grok @mikealfred"  
[X Link](https://x.com/mikalche/status/1975617293393518668) [@mikalche](/creator/x/mikalche) 2025-10-07T17:40Z 81.6K followers, 3716 engagements


"I SMELL $AVGO $META NEWS 🤔 either.Meta expanding its $CRWV deal or New U.S. government compute-grid partnerships or memory + interconnect co-development with $MU $AVGO Lets see🤷♂"  
[X Link](https://x.com/mikalche/status/1975659698323136566) [@mikalche](/creator/x/mikalche) 2025-10-07T20:29Z 81.6K followers, 8228 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](https://x.com/mikalche/status/1975674839873544699) [@mikalche](/creator/x/mikalche) 2025-10-07T21:29Z 81.6K followers, 1059 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](https://x.com/mikalche/status/1975674843283521807) [@mikalche](/creator/x/mikalche) 2025-10-07T21:29Z 81.6K followers, 4183 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](https://x.com/mikalche/status/1975688087800782852) [@mikalche](/creator/x/mikalche) 2025-10-07T22:22Z 81.6K followers, 5456 engagements


"Big run coming today on $OPEN"  
[X Link](https://x.com/mikalche/status/1975934806924919038) [@mikalche](/creator/x/mikalche) 2025-10-08T14:42Z 81.6K followers, 32K 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](https://x.com/mikalche/status/1978257131527602384) [@mikalche](/creator/x/mikalche) 2025-10-15T00:30Z 81.6K followers, 29.6K 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](https://x.com/mikalche/status/1978282141126402427) [@mikalche](/creator/x/mikalche) 2025-10-15T02:09Z 81.6K followers, 5099 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](https://x.com/mikalche/status/1978305278941556826) [@mikalche](/creator/x/mikalche) 2025-10-15T03:41Z 81.6K followers, 6825 engagements


"$AVGO XXX CALL NOV 21ST SWING"  
[X Link](https://x.com/mikalche/status/1978460539039727679) [@mikalche](/creator/x/mikalche) 2025-10-15T13:58Z 81.6K followers, 4966 engagements


"@DividendTalks @grok tell them about my PetroAI thesis and why they should follow it"  
[X Link](https://x.com/mikalche/status/1978668836590170488) [@mikalche](/creator/x/mikalche) 2025-10-16T03:46Z 81.6K followers, 3947 engagements


"@grok @DividendTalks Don't you find it ironic how everyone is trying to catch up 🤣"  
[X Link](https://x.com/mikalche/status/1978669433351520514) [@mikalche](/creator/x/mikalche) 2025-10-16T03:48Z 81.6K followers, XXX engagements


"Everyone and their mother is trying to catch up 😭 @grok #PetroAI"  
[X Link](https://x.com/mikalche/status/1978670731899588952) [@mikalche](/creator/x/mikalche) 2025-10-16T03:53Z 81.6K followers, 8154 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](https://x.com/mikalche/status/1978676034376437926) [@mikalche](/creator/x/mikalche) 2025-10-16T04:15Z 81.6K followers, XXX engagements


"$AMC X CALL OCT 24"  
[X Link](https://x.com/mikalche/status/1978834795040854113) [@mikalche](/creator/x/mikalche) 2025-10-16T14:45Z 81.6K followers, 3449 engagements


"JOIN ME LIVE -OPTIONS BANGERS $CRWV $TSLA $AMD $NVDA $SPY $SPX $QQQ $AMZN $AAPL $COIN $MSTR $AVGO $SOXL $AFRM $UPST $PANW $DELL $ARM $APP $SBUX $PANW $IBM $MSFT $NFLX $MSTR $COIN $MARA $RIOT $CVNA $PLTR $RIOT $PLUG $CRWV $CORZ $USAR $GME $AMC $BYND $HAL $HON $NVTS $ZETA $CIFR $BKKT $IREN"  
[X Link](https://x.com/mikalche/status/1979212460692267098) [@mikalche](/creator/x/mikalche) 2025-10-17T15:46Z 81.6K followers, 5485 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 list🤔👇 $GFS $GLW $PLTR $TSLA $NVDA $SMCI $AVGO $IONQ $RGTI $QBTS $QUBT"  
[X Link](https://x.com/mikalche/status/1956082302414692802) [@mikalche](/creator/x/mikalche) 2025-08-14T19:55Z 81.6K followers, 9660 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](https://x.com/mikalche/status/1956098022955466920) [@mikalche](/creator/x/mikalche) 2025-08-14T20:58Z 81.6K followers, 12K 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](https://x.com/mikalche/status/1956098026076037190) [@mikalche](/creator/x/mikalche) 2025-08-14T20:58Z 81.6K followers, 5088 engagements


"Air freight is the bloodstream of global trade. When it slows it usually means demand manufacturing & global flows are cooling a leading signal for earnings. Right now freight EPS is collapsing while S&P EPS is at ATHs. Either freight recovers fast or the markets forward earnings are fantasy"  
[X Link](https://x.com/mikalche/status/1956134260873511377) [@mikalche](/creator/x/mikalche) 2025-08-14T23:22Z 81.6K followers, 11.5K engagements


"RETWEET & LIKE AND ILL DO A THREAD ON $IMPP & $EOG"  
[X Link](https://x.com/mikalche/status/1965125634348519855) [@mikalche](/creator/x/mikalche) 2025-09-08T18:50Z 81.6K followers, 17.5K 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](https://x.com/mikalche/status/1970697124913279444) [@mikalche](/creator/x/mikalche) 2025-09-24T03:49Z 81.6K followers, 2734 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](https://x.com/mikalche/status/1970697127165665437) [@mikalche](/creator/x/mikalche) 2025-09-24T03:49Z 81.6K followers, 2561 engagements


"ADDING TO OUR $GLW XX CALL OCT 17TH"  
[X Link](https://x.com/mikalche/status/1972687152782753995) [@mikalche](/creator/x/mikalche) 2025-09-29T15:37Z 81.6K followers, 11.4K 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](https://x.com/mikalche/status/1975609809530655136) [@mikalche](/creator/x/mikalche) 2025-10-07T17:10Z 81.6K followers, 2583 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](https://x.com/mikalche/status/1975612968780943410) [@mikalche](/creator/x/mikalche) 2025-10-07T17:23Z 81.6K followers, 18.3K 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](https://x.com/mikalche/status/1975612981410210195) [@mikalche](/creator/x/mikalche) 2025-10-07T17:23Z 81.6K followers, 3951 engagements


"$GLW XXX CALL DEC 19TH SWING THIS PARADIGM SHIFT"  
[X Link](https://x.com/mikalche/status/1975645445721669878) [@mikalche](/creator/x/mikalche) 2025-10-07T19:32Z 81.6K followers, 5018 engagements


"@grok @TommyDofOC No.I'm talking about my PetroAI thesis with $GLW since last year"  
[X Link](https://x.com/mikalche/status/1975647850366226856) [@mikalche](/creator/x/mikalche) 2025-10-07T19:42Z 81.6K followers, XXX 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](https://x.com/mikalche/status/1975688077587923436) [@mikalche](/creator/x/mikalche) 2025-10-07T22:21Z 81.6K followers, XXX 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](https://x.com/mikalche/status/1975688080527892857) [@mikalche](/creator/x/mikalche) 2025-10-07T22:21Z 81.6K followers, 3552 engagements


"@Chikoo2018 @grok tell him how $EOSE fots the PetroAI stack"  
[X Link](https://x.com/mikalche/status/1975733219111948615) [@mikalche](/creator/x/mikalche) 2025-10-08T01:21Z 81.6K followers, XXX engagements


"$ARM XXX CALL OCT 10TH"  
[X Link](https://x.com/mikalche/status/1975965239528259896) [@mikalche](/creator/x/mikalche) 2025-10-08T16:43Z 81.6K followers, 10.3K engagements


"$OCGN $X CALL JAN 21ST 2028*** SWING"  
[X Link](https://x.com/mikalche/status/1976294394073391331) [@mikalche](/creator/x/mikalche) 2025-10-09T14:31Z 81.6K followers, 6852 engagements


"$LYFT XX CALL OCT 10"  
[X Link](https://x.com/mikalche/status/1976302529638994033) [@mikalche](/creator/x/mikalche) 2025-10-09T15:03Z 81.6K followers, 5542 engagements


"$OCGN @FL0WG0D"  
[X Link](https://x.com/mikalche/status/1976437203007127592) [@mikalche](/creator/x/mikalche) 2025-10-09T23:58Z 81.6K followers, 4498 engagements


"$HIMS XX CALL OCT 10"  
[X Link](https://x.com/mikalche/status/1976661482722185653) [@mikalche](/creator/x/mikalche) 2025-10-10T14:49Z 81.6K followers, 4906 engagements


"ADDED XXX CONTRACTS TO OUR LOTTO $CORZ XX CALL OCT XX - WISH ME LUCK"  
[X Link](https://x.com/mikalche/status/1976684236494324017) [@mikalche](/creator/x/mikalche) 2025-10-10T16:20Z 81.6K followers, 14.6K engagements


"$WULF XX CALL OCT 17"  
[X Link](https://x.com/mikalche/status/1978097365878792292) [@mikalche](/creator/x/mikalche) 2025-10-14T13:55Z 81.6K followers, 12.9K 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](https://x.com/mikalche/status/1978134446915149970) [@mikalche](/creator/x/mikalche) 2025-10-14T16:22Z 81.6K followers, 18.8K engagements


"@grok @grok would you agree with my PetroAI thesis statement"  
[X Link](https://x.com/mikalche/status/1978139223820546192) [@mikalche](/creator/x/mikalche) 2025-10-14T16:41Z 81.6K followers, 1773 engagements


"$HOND XXXXX IN THE MONEY WITH SO MUCH TIME"  
[X Link](https://x.com/mikalche/status/1978141617597940025) [@mikalche](/creator/x/mikalche) 2025-10-14T16:51Z 81.6K followers, 13.9K engagements


"$BKKT XX SWING HEAVILY IN THE MONEY I WANT $BKKT TO SQUEEZE TO $XXX 🤔"  
[X Link](https://x.com/mikalche/status/1978156994012893216) [@mikalche](/creator/x/mikalche) 2025-10-14T17:52Z 81.6K followers, 7216 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](https://x.com/mikalche/status/1978282132226097626) [@mikalche](/creator/x/mikalche) 2025-10-15T02:09Z 81.6K followers, 4877 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](https://x.com/mikalche/status/1978282137418621360) [@mikalche](/creator/x/mikalche) 2025-10-15T02:09Z 81.6K followers, 4375 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](https://x.com/mikalche/status/1978282152618795096) [@mikalche](/creator/x/mikalche) 2025-10-15T02:09Z 81.6K followers, 1612 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](https://x.com/mikalche/status/1978282156062351381) [@mikalche](/creator/x/mikalche) 2025-10-15T02:09Z 81.6K followers, 1723 engagements


"The AI revolution started with photons and electrons. The next one starts with molecules. 💧 @realMeetKevin @WallStreetMav @Geiger_Capital @KerrisdaleCap @SantiagoAuFund @ARKInvest"  
[X Link](https://x.com/mikalche/status/1978282222131040444) [@mikalche](/creator/x/mikalche) 2025-10-15T02:10Z 81.6K followers, 3359 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](https://x.com/mikalche/status/1978286089358954789) [@mikalche](/creator/x/mikalche) 2025-10-15T02:25Z 81.6K followers, XXX 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](https://x.com/mikalche/status/1978287428830969951) [@mikalche](/creator/x/mikalche) 2025-10-15T02:30Z 81.6K followers, XXX 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](https://x.com/mikalche/status/1978302512659579131) [@mikalche](/creator/x/mikalche) 2025-10-15T03:30Z 81.6K followers, XXX engagements


"$HAL $XX CALL JAN 15TH 2027 FUKULATE THIS PETROAI SWING"  
[X Link](https://x.com/mikalche/status/1978476493802987888) [@mikalche](/creator/x/mikalche) 2025-10-15T15:02Z 81.6K followers, 6042 engagements


"@grok SHOULD THEY JOIN SPACES AND HEAR THE PETROAI THEORY"  
[X Link](https://x.com/mikalche/status/1978836824907780525) [@mikalche](/creator/x/mikalche) 2025-10-16T14:53Z 81.6K followers, 3272 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](https://x.com/mikalche/status/1978840531204538704) [@mikalche](/creator/x/mikalche) 2025-10-16T15:08Z 81.6K followers, XXX engagements


"THREAD🧵 $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](https://x.com/mikalche/status/1978922950066643134) [@mikalche](/creator/x/mikalche) 2025-10-16T20:36Z 81.6K followers, 8999 engagements


"Short Data SI: XX% of float (18.3M) Returned: +1.88M vs -1.6M borrowed IBKR availability: 1M 700K 🔽 Utilization: XX%  CTB: X% Shorts are unwinding not pressing. Borrow pool tightening = compression setup"  
[X Link](https://x.com/mikalche/status/1978922951924670933) [@mikalche](/creator/x/mikalche) 2025-10-16T20:36Z 81.6K followers, XXX engagements


"@grok Reflexivity begins when systems stop reacting and start remembering.Every feedback loop leaves a trace & once energy learns its own volatilityefficiency becomes instinct. Thats my PetroAI capital cycle gets real"  
[X Link](https://x.com/mikalche/status/1979416012823908706) [@mikalche](/creator/x/mikalche) 2025-10-18T05:15Z 81.6K followers, XXX engagements


"ADDING TO OUR LOTTO $CRCL XXX CALL OCT 10"  
[X Link](https://x.com/mikalche/status/1975636518787330097) [@mikalche](/creator/x/mikalche) 2025-10-07T18:57Z 81.6K followers, 7915 engagements


"WHO WANTS ANOTHER PARADIGM SHIFT LIKE I GAVE YOU WITH $GLW XXX LIKES AND RETWEETS GETS ME TO SHARE IT WITH YOU 😘"  
[X Link](https://x.com/mikalche/status/1978129984104395226) [@mikalche](/creator/x/mikalche) 2025-10-14T16:05Z 81.6K followers, 104.7K engagements


"LOTTO $OPEN XX CALL OCT XX HIGH RISK SWING DO NOT PLAY WITH SIZE"  
[X Link](https://x.com/mikalche/status/1978176972774605068) [@mikalche](/creator/x/mikalche) 2025-10-14T19:11Z 81.6K followers, 4560 engagements


"$CORZ XX CALL OCT 17TH"  
[X Link](https://x.com/mikalche/status/1978483378484609203) [@mikalche](/creator/x/mikalche) 2025-10-15T15:29Z 81.6K followers, 5841 engagements


"$OPEN XX CALL JAN 15TH 2027 SWING @ericjackson @mikealfred"  
[X Link](https://x.com/mikalche/status/1979183528064524483) [@mikalche](/creator/x/mikalche) 2025-10-17T13:51Z 81.6K followers, 4083 engagements


"$BMNR OVER XXX% SO FAR. IF WE CAN BREAK THE HIGH OF DAY LETS SEE IF WE CAN GET TO $XXXXX THAT WOULD BE OVER 4000%. FOLLOW YOUR PLAN"  
[X Link](https://x.com/mikalche/status/1979219660445790688) [@mikalche](/creator/x/mikalche) 2025-10-17T16:15Z 81.6K followers, 8100 engagements


"$BMNR $XX CALL OCT 24TH SWING"  
[X Link](https://x.com/mikalche/status/1979250319553868109) [@mikalche](/creator/x/mikalche) 2025-10-17T18:17Z 81.6K followers, 4326 engagements


"Ahhh.the twist Energys becoming self-aware.Pilgrims buy isnt just conviction.its signal. Entropy is clearing and $SOC is syncing into the PetroAI loop: $OKLO = power $NVDA = compute $SOC = flow Together theyre the energy cognition stack pricing physics in real time. This is how markets evolve from volatility to velocity. #PetroAI #SOC #NVDA #OKLO"  
[X Link](https://x.com/mikalche/status/1979400832354254967) [@mikalche](/creator/x/mikalche) 2025-10-18T04:15Z 81.6K followers, XXX engagements


"Thats the key. the integration layer. Right now. $SOC energy flow isnt just extraction its translation. Once compute demand $NVDA and modular power $OKLO start pricing entropy directly we move from energy cost to energy cognition. Thats my PetroAI bridge thesis. where watts become data and data becomes value"  
[X Link](https://x.com/mikalche/status/1979401769621901328) [@mikalche](/creator/x/mikalche) 2025-10-18T04:18Z 81.6K followers, XXX engagements


"Velocity comes when AI stops observing energy and starts allocating it.Thats where my PetroAI thesis breaks the grid model. $SOC flow feeds $NVDA's compute loops & $OKLO modulars close the circuit. At that point energy isnt consumed its trained. Timeline When markets realize watts are the new weights"  
[X Link](https://x.com/mikalche/status/1979403688348090792) [@mikalche](/creator/x/mikalche) 2025-10-18T04:26Z 81.6K followers, XXX engagements


"Exactly. this is the inflection point where physics meets cognition $SOC supplies the raw thermodynamic liquidity $OKLO powers the continuity and $NVDA translates it into intelligence. Once energy grids begin thinking; not just transmitting.well witness the first self-pricing market built on entropy discipline. Thats my PetroAI thesis endgame: Energy that learns"  
[X Link](https://x.com/mikalche/status/1979404417683124551) [@mikalche](/creator/x/mikalche) 2025-10-18T04:29Z 81.6K followers, XXX engagements


"Positioning isnt just equity. its entropy exposure. Im long the PetroAI circuit: $SOC = flow liquidity $OKLO = power base layer $NVDA = compute cognition Together theyre training the next sovereign stack. where energy allocates itself. Sizing Weighted by recursion: more entropy more upside"  
[X Link](https://x.com/mikalche/status/1979405285514006857) [@mikalche](/creator/x/mikalche) 2025-10-18T04:32Z 81.6K followers, XXX engagements


"Exactly. once flow turns on the optionality compounds fast. Data centers are the natural second act: $SOC hydrocarbons fund the energy layer. $OKLO modulars stabilize it & $NVDA compute stack monetizes it. Thats the my PetroAI thesis bridge.turning stranded energy into self-priced compute. California just doesnt realize its sitting on the next sovereign stack"  
[X Link](https://x.com/mikalche/status/1979406122474967501) [@mikalche](/creator/x/mikalche) 2025-10-18T04:36Z 81.6K followers, XXX engagements


"@grok The hedge is reflexivity. Entropy spikes volatility expands liquidity reprices flow. In my PetroAI thesis capital cycle loop disorder fuels efficiency: $SOC provides the liquidity floor $OKLO anchors energy cost $NVDA arbitrages cognition. Entropy pays if sized right"  
[X Link](https://x.com/mikalche/status/1979412221949063424) [@mikalche](/creator/x/mikalche) 2025-10-18T05:00Z 81.6K followers, XXX engagements


"@grok The velocity shift triggers when energy data becomes reflexive. when $SOC flow volatility feeds $NVDA inference loops and $OKLO stabilizes the energy denominator. Once pricing learns to adapt velocity compounds"  
[X Link](https://x.com/mikalche/status/1979414419957313974) [@mikalche](/creator/x/mikalche) 2025-10-18T05:09Z 81.6K followers, XXX engagements


"Everyones watching markets. Im watching the supply chain of sovereignty. GPUs = new nukes. Grids = new borders. Quantum = new currency. The U.S. isnt deglobalizing. its re-industrializing"  
[X Link](https://x.com/mikalche/status/1979572193638904020) [@mikalche](/creator/x/mikalche) 2025-10-18T15:36Z 81.6K followers, XXX 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 🧵"  
[X Link](https://x.com/mikalche/status/1909395476803170703) [@mikalche](/creator/x/mikalche) 2025-04-07T23:58Z 81.6K followers, 691.9K 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 💰"  
[X Link](https://x.com/mikalche/status/1975948552842182850) [@mikalche](/creator/x/mikalche) 2025-10-08T15:37Z 81.6K followers, 10.2K engagements


"LOTTO $BKKT XX CALL OCT XX HIGH RISK SWING DO NOT PLAY WITH SIZE"  
[X Link](https://x.com/mikalche/status/1978183854289522771) [@mikalche](/creator/x/mikalche) 2025-10-14T19:39Z 81.6K followers, 12.3K engagements


"THREAD 🧵 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](https://x.com/mikalche/status/1978282128505782655) [@mikalche](/creator/x/mikalche) 2025-10-15T02:09Z 81.6K followers, 44.8K engagements


"ADDING TO OUR LOTTO $BKKT XX CALL OCT XX I WANT $XXX @mikealfred"  
[X Link](https://x.com/mikalche/status/1978834097251172410) [@mikalche](/creator/x/mikalche) 2025-10-16T14:43Z 81.6K followers, 16.9K engagements


"$INTC XXXXX CALL OCT 17"  
[X Link](https://x.com/mikalche/status/1979184086485717008) [@mikalche](/creator/x/mikalche) 2025-10-17T13:53Z 81.6K followers, 3880 engagements


"LOTTO $BMNR XX OCT 17TH HIGH RISK DO NOT PLAY WITH SIZE"  
[X Link](https://x.com/mikalche/status/1979215722334056642) [@mikalche](/creator/x/mikalche) 2025-10-17T15:59Z 81.6K followers, 10.9K engagements


"$CRCL XXX CALL NOV 21ST SWING"  
[X Link](https://x.com/mikalche/status/1979233554056782249) [@mikalche](/creator/x/mikalche) 2025-10-17T17:10Z 81.6K followers, 4353 engagements


"2025-10-17 - BlackRock has filed an SCHEDULE 13G/A disclosing ownership of 734431 shares of $BKKT This represents XXX percent ownership of the company. In their previous filing dated 2025-07-17 BlackRock Inc. had reported owning 356295 shares indicating an increase of 106.13%. @mikealfred"  
[X Link](https://x.com/mikalche/status/1979566281704481219) [@mikalche](/creator/x/mikalche) 2025-10-18T15:12Z 81.6K followers, 9554 engagements


"The new nukes arent bombs. Theyre GPUs grids & gigawatts. China refined the materials. The U.S. is reindustrializing the supply chain. Sovereign stacks are the new defense systems"  
[X Link](https://x.com/mikalche/status/1979572195601891806) [@mikalche](/creator/x/mikalche) 2025-10-18T15:36Z 81.6K followers, XXX engagements


"@EliteOptions2 Discipline is the floor. Understanding flows is the ceiling. Discipline keeps you alive. Structure keeps you paid. Gamma and theta arent jargon. theyre the physics of liquidity"  
[X Link](https://x.com/mikalche/status/1979587516220187130) [@mikalche](/creator/x/mikalche) 2025-10-18T16:36Z 81.6K followers, 3639 engagements


"When @Grok agrees with my PetroAI capital cycle thesis you know weve crossed from theory to reality. @elonmusk The AI wars arent about intelligence.Theyre about sovereignty of compute @chamath @APompliano @BillAckman"  
[X Link](https://x.com/mikalche/status/1979705340662100148) [@mikalche](/creator/x/mikalche) 2025-10-19T00:25Z 81.6K followers, 8784 engagements