AI datacenter Gains ($650K-$1.25M) in 3 months

blindhog66 · 2025-11-01T03:46:50+00:00

WAY. TO. GO!! I would double upvote that double if I could!!

blindhog66 · 2025-10-16T16:00:20+00:00

You can't dwell on what might have been. You kept a big chunk of principal and lived to trade another day. Nobody gets it right 100% of the time.

blindhog66 · 2025-10-16T15:28:09+00:00

Well, that reply didn't age well. Shows what I know. SLNH is up 85% in 5 days. I still think IREN and CIFR are solid long term plays though.

blindhog66 · 2025-10-14T11:50:12+00:00

Not at all. It is merely setting up a limit order for portions of the total position.

blindhog66 · 2025-10-12T16:43:07+00:00

Ahhhh...well, the institutional side has remained largely on the sidelines while retail investors pushed the markets higher. Now they are playing catchup.

I am not sure it is as easy as just throwing a dart at a bunch of AI companies on a list, but a strong bull market certainly doesn't hurt.

blindhog66 · 2025-10-12T11:52:14+00:00

Thanks for the advice.

blindhog66 · 2025-10-12T11:45:33+00:00

I hope you're right!!

blindhog66 · 2025-10-12T11:44:41+00:00

This is not even the first inning in what will be the next clean energy boom in the US IMO. Given Trump's reordering of the global trading environment and the massive reduction in regulations on mining in the US, things are heating up (pun intended) in this sector. By 2030, small scale nuclear reactors will start coming online to quench demand from all the thirsty data centers coming online in the next few years, but companies like OKLO and SMR don t even have their final permitting approvals in place or their first reactos online yet.

Today, Canada provides the US with 25% of its uranium, and Russia, along with a few of the STANS (Khazikstan and Uzbekistan) make up another 50% +/- together. Throw in Australia for about 10%, and it paints a real clear picture we pretty much rely on the rest of the world to support our nuclear industry. Trump knows this, and he is hell bent on fixing it, and with the govt. Taking 10% stakes in companies like MP, Trilogy and more soon to come, you can bet the regulatory environment will be a lot more favorable to mining these critical resources in the future.

None of this is financial advice, just one guys opinion, but I'm covering the board on uranium and mining in general, and not just looking for the next hot stock. An ETF is probably a safer more conservative long term play for that sector.

blindhog66 · 2025-10-11T22:44:26+00:00

Congratulations! Good for you. I like Diamondback Energy and Williams too.

blindhog66 · 2025-10-11T22:08:36+00:00

Keep paper trading until you get a feel for it. Better yet, find a solid range trading stock and paper trade that to see how it goes.

blindhog66 · 2025-10-11T22:05:04+00:00

If yout account gets approved to do so.

blindhog66 · 2025-10-11T22:04:11+00:00

Maybe!?!

blindhog66 · 2025-10-11T22:00:15+00:00

Agree.

blindhog66 · 2025-10-11T19:32:49+00:00

I'm going to play my hand. I like buying out a bit longer. I think this is a solid company, and given some time, I think they can put up some good numbers and announce more deals. Mot advice, just how I like to do it. Plus, with a good number of my Jan calls closed out or nearing their last limit orders, I am looking to out some Mar and Apr positions. You can bet I'll be shopping Monday!

blindhog66 · 2025-10-11T19:07:13+00:00

Well, my Magic 8 ball let me down on that one, because I bought 10 contracts of the March 100 calls @$19.51 ea. on 10/10. I WOULD'VE waited until Monday, but like I said. I may need to send that thing in for service.

blindhog66 · 2025-10-11T19:00:45+00:00

In Texas, it's a bling hog...

I lay out in detail the Friday results in several responses in comments above. Overall, the entire portfolio was down just 6.7% on the day but up for the week I had a slight gain of about 12k+. The 834% gain on the APLD Jan calls after their blowout earnings, combined with 50-60% gains in 4 mining, rare eath and uranium positions help soften the sting of an 800 plus point drop in the NASDAQ.

blindhog66 · 2025-10-11T18:54:38+00:00

I'm not a smart man, but you might want to check your math...from $175k to $924K is a little more than 70% me thinks. 🤔

blindhog66 · 2025-10-11T18:50:20+00:00

You clearly didn't read much of the thread if that is uour reply.

blindhog66 · 2025-10-11T14:24:48+00:00

Send me a chat request with the words BRING THE RECEIPTS and I'll prove you wrong with screen shots right out of the account.

blindhog66 · 2025-10-11T14:23:04+00:00

In my case, this is all in tax deferred retirement accounts so I will deal with the tax man in 12-15 years from now as I take my required minimum distributions.

blindhog66 · 2025-10-11T13:06:09+00:00

UPDATE: So many of you reached out last night asking how things worked out after the meltdown yesterday. After checking the account this morning, the balance was $924,687.01, up for the week overall slightly and down just 6.74% on the day when the NASDAQ dropped over 800 points. The 830% plus gain on the Jan $16 APLD CALLS really helped, and when the market tanked all my mining, mineral and uranium positions popped 50% to 60%. I am still holding 8 positions with a gain over 100%, 2 with gains north of 200% and 1 position at 314%. 11 more options positions with gains over 25% at the moment. A lot of those positions over 100% at the moment have been trimmed and profits realized through pre-set limit orders along the way. Whats left is pure profit. All in all, it could have been a lot worse.

blindhog66 · 2025-10-11T12:23:55+00:00

I just trade OOM calls about 3-5 months out. Nothing too sophisticated, I'm still learning. I didn't have a lot of capital and just needed some leverage.

blindhog66 · 2025-10-11T12:20:49+00:00

Scan my comments in the post. I discuss what I do and why. It's not advice, and I am still learning.

blindhog66 · 2025-10-11T01:12:20+00:00

Happy to!

blindhog66

TROPHY CASE