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![JasonP138 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::259184090.png) Against All Odds Research [@JasonP138](/creator/twitter/JasonP138) on x 8954 followers
Created: 2025-07-18 21:03:31 UTC

3-month leaders point to one thing: the commodity supercycle is alive.
⚛️ Nuclear: $LEU $SMR $OKLO $CCJ $URA
🔋 Battery Metals: $TMC $MP $SLI $IE
🧠 AI/Infra: $AMD $NVDA $PLTR $ORCL
💻 Crypto: $COIN $ETHA $WGMI $BITQ $BLOK
🚗 EV/Grid: $ON $GEV $CLS
Hard assets + high beta tech.

![](https://pbs.twimg.com/media/GwKzEwjWsAARknG.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946314915083346152/c:line.svg)

**Related Topics**
[blok](/topic/blok)
[pltr](/topic/pltr)
[nvda](/topic/nvda)
[ura](/topic/ura)
[beta](/topic/beta)
[$bitq](/topic/$bitq)
[$wgmi](/topic/$wgmi)
[$coin](/topic/$coin)

[Post Link](https://x.com/JasonP138/status/1946314915083346152)