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[@NotesontheNoise](/creator/twitter/NotesontheNoise)
"The Biggest Problem: Power Generation. The grid can't keep up. So AI builders are going "behind-the-meter": ⚡Natural Gas: On-site turbines (#xAI #OpenAI). Bloom Energy $BE also. ⚡ SMRs: Small Modular Reactors from companies like $OKLO & NuScale $SMR could provide this"  
[X Link](https://x.com/NotesontheNoise/status/1950477740806914354) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-07-30T08:45Z 1591 followers, 27.1K engagements


"Solar + batteries is viable now. SMR have years before commercialisation. Battery companies $FLNC and $EOSE have started moving. Solar looks set to follow imminently. Heres $FSLR"  
[X Link](https://x.com/NotesontheNoise/status/1975816378503639362) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-08T06:51Z 1591 followers, 1673 engagements


"No one: #Gold bugs: "Nooo stocks are a bubble things can't go up in a straight line. $NVDA $ORCL $AMD $MSFT $NBIS $CRWV are just circular financing AI is worthless." Also gold bugs:"  
[X Link](https://x.com/NotesontheNoise/status/1977711667690487810) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-13T12:23Z 1590 followers, 2795 engagements


"$VRT is my highest conviction non $NVDA AI stock. Especially given the complex competition among networking companies like $ALAB and $ANET right now"  
[X Link](https://x.com/NotesontheNoise/status/1977948763496059067) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T04:05Z 1593 followers, 1441 engagements


"$VRT another X% today. This stock should be core to any AI infrastructure portfolio"  
[X Link](https://x.com/NotesontheNoise/status/1978537113164325152) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:03Z 1593 followers, XXX engagements


"The recent ESUN announcement (including heavyweights $NVDA $AVGO $AMD $ANET) created a direct challenger to Astera Labs' $ALAB core growth strategy. This is a tectonic shift in the AI fabric wars. Let's break down what this means for Astera 🧵👇"  
[X Link](https://x.com/NotesontheNoise/status/1978540365180174824) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:15Z 1590 followers, 1697 engagements


"$CRDO seems to come out of OCP the best Though the market seems to have digested the $ALAB $ANET news and realised it not that bearish"  
[X Link](https://x.com/NotesontheNoise/status/1978921417459610075) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T20:30Z 1593 followers, XXX engagements


"This summarises the big shift that occurred at OCP Impacts $NVDA $AMD $ANET $ALAB $AVGO"  
[X Link](https://x.com/NotesontheNoise/status/1978925220216844693) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T20:45Z 1591 followers, XXX engagements


"Green days for $ANET $ALAB and $CRDO Market may finally be realising OCP wasnt actually bad for these companies Beats incoming this earnings season 🔒"  
[X Link](https://x.com/NotesontheNoise/status/1978934735159079074) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T21:23Z 1593 followers, XXX engagements


"The move in #gold and #bitcoin (and all other risk assets) is likely the final flush. Blow off top for gold before the money gets shovelled into tech/crypto etc It will catch the majority offside having rotated from risk to gold right at the top Soon. $gld #eth"  
[X Link](https://x.com/NotesontheNoise/status/1978986224133026010) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T00:47Z 1591 followers, XXX engagements


"We are close this #memecoin wont keep this momentum $gld #gold"  
[X Link](https://x.com/NotesontheNoise/status/1979000544250232932) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T01:44Z 1591 followers, XXX engagements


"If this was a true financial crisis the market would be flocking to cash. This is speculation on #gold based on (insert any reason here). This is not a liquidity crisis. Its financial speculation. Risk assets will takeover and outperform very soon"  
[X Link](https://x.com/NotesontheNoise/status/1979002534904652183) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T01:52Z 1591 followers, XXX engagements


"Ive never seen anything like this since I first started trading with Jesse Livermore in the 1900s"  
[X Link](https://x.com/NotesontheNoise/status/1979017209595719773) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T02:50Z 1591 followers, XXX engagements


"#gold bugs pointing at your AI stock chart saying its a speculative mania $NBIS $AMD $IREN"  
[X Link](https://x.com/NotesontheNoise/status/1979017967678431515) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T02:53Z 1591 followers, XXX engagements


"$VIX at XX overnight. When VIX is over XX you take note and watch out - things will be choppy (or worse) until it dies down. Plan accordingly"  
[X Link](https://x.com/NotesontheNoise/status/1979106948277559589) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T08:47Z 1592 followers, XXX engagements


"Biiiiig reversal day for #gold tech stocks $QQQ and #bitcoin. $VIX slammed back to low 20s High beta basket like $NBIS $OSCR $CRWV still struggling We are close"  
[X Link](https://x.com/NotesontheNoise/status/1979254776014737838) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T18:34Z 1597 followers, XXX engagements


"Was I a week early Or still time to be wrong A week early will look like perfect timing once the move happens. $gld #gold #bitcoin $btc $qqq"  
[X Link](https://x.com/NotesontheNoise/status/1980052037447590393) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-19T23:22Z 1615 followers, XXX engagements


"#gold in the process of losing its first support since the breakout from 4000. The X hour Ichimoku cloud $gld"  
[X Link](https://x.com/NotesontheNoise/status/1980078452687675454) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T01:07Z 1615 followers, XXX engagements


"I asked @GeminiApp to calculate the value of ASX/NZ listed Infratil $IFT using $NBIS and $CRWV as a benchmark Infratil owns about half of CDC (AI data centres). Implied value: $38-$47 Current price $XX. Now to verify the output 🙃"  
[X Link](https://x.com/NotesontheNoise/status/1973894477665480898) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-02T23:34Z 1602 followers, XXX engagements


"Maybe today was the day for #gold Watch #bitcoin and other crypto over the weekend. Markets have a way of trapping people at inflection points"  
[X Link](https://x.com/NotesontheNoise/status/1979275903944507487) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T19:58Z 1602 followers, XXX engagements


"$VRT reports 10/22/2025 This whale expects price to stay below XXX Im expecting a big beat on revenue but Im also not a whale"  
[X Link](https://x.com/NotesontheNoise/status/1978620158668390673) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T00:33Z 1611 followers, XXX engagements


"@MakeGoldGreat You sound like a bitcoiner How did Nazi Germany almost win WWII shortly after their currency hyper inflated They didnt have any gold. They had resources population and political will. I dont agree with what they did for one second. But they did it without gold"  
[X Link](https://x.com/NotesontheNoise/status/1979845566877295059) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-19T09:42Z 1609 followers, XX engagements


"With #gold mooning the #silver squeezers are out in force too. Heres your reminder that silver is an industrial metal not a monetary asset 👇 $gld $slv"  
[X Link](https://x.com/NotesontheNoise/status/1980055622348603813) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-19T23:37Z 1615 followers, XXX engagements


"@InvestingVisual @IvanaSpear In my opinion investors should focus on the stocks you havent listed (but some are in the image). Starting with $VRT"  
[X Link](https://x.com/NotesontheNoise/status/1980040799464415480) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-19T22:38Z 1615 followers, 1701 engagements


"Meanwhile $BTC has broken about the same X hour resistance. First step are the tables turning #bitcoin $gld #gold"  
[X Link](https://x.com/NotesontheNoise/status/1980079036123714035) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T01:10Z 1615 followers, XXX engagements


"Has #Gold topped And what does it signal for other assets like stocks and #bitcoin $GLD $QQQ $SPY $BTC"  
[X Link](https://x.com/NotesontheNoise/status/1980224726460145782) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T10:49Z 1615 followers, XXX engagements


"Has #Gold topped And what does it signal for other assets like stocks and #bitcoin $GLD $QQQ $SPY $BTC 👇"  
[X Link](https://x.com/NotesontheNoise/status/1980328733312762343) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T17:42Z 1615 followers, XXX engagements


"Performance since posting my AI Infrastructure thread (pinned): $BE +196% $EOSE +154% $FLNC +123% $OKLO +116% $MU +76% $VRT +18% $ANET +17% $NVDA +2% $SMR -XX% New ideas incoming. Follow for more 🚀"  
[X Link](https://x.com/NotesontheNoise/status/1980236554540142970) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T11:36Z 1615 followers, XXX engagements


"@qcapital2020 And what app do they use $HOOD"  
[X Link](https://x.com/NotesontheNoise/status/1980349667386052836) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T19:05Z 1615 followers, XX engagements