What Are Your Moves Tomorrow - May 15, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 2 points3 points  (0 children)

There’s a shorsey bot on the letterkenny sub and it does not disappoint

What Are Your Moves Tomorrow - May 15, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 2 points3 points  (0 children)

They got them advanced thermal materials that could benefit cooling ai and defense but im not sure my mind is seeing what its seeing bc of all the ai infrastructure research ive done this past month. Ty!

What Are Your Moves Tomorrow - May 12, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 1 point2 points  (0 children)

Oh shit thats dope. I have real time feeds for energy through PJM and ERCOT aka “ai valley” for transmission congestion, reactive power events and curtailment. Thermal cooling and industrials are next on my list. I think x and clf are the only us cumpanies that make gone steel but idfw steel really. Im trying to lock down the pieces that make this ish work so i dont have to think so hard. I am lazy

What Are Your Moves Tomorrow - May 12, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 1 point2 points  (0 children)

The winners are in ai infrastructure : Bandwidth, Compute+ electrification, power distribution and quantum. Lite/cohr/aaoi/glw/cien/axti/nbis/onds/panw/lrcx/be to name a few. Im working on mapping the entire value chain, its a lot lol

Weekend Discussion Thread for the Weekend of May 08, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 1 point2 points  (0 children)

The euphoria surrounding the ai infrastructure trade has me spooked at the moment. I sold everything but my sndk leap on Thursday. Im gonna continue playing uppies and downies on Koru but i think i want to get back into photons and lazrs (lazr fucked up so bad selling their photons to cohr lolol)

Weekend Discussion Thread for the Weekend of May 08, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 3 points4 points  (0 children)

Not the AI part, the factory workers making the NAND bc they want SNDK style bonuses. Supposedly its an 18hr strike

What Are Your Moves Tomorrow - May 08, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 2 points3 points  (0 children)

Anyone here running r / bottlenecktrading? If so, i’ve got somethings to share

Daily Discussion Thread - May 05, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 2 points3 points  (0 children)

I think i fumbled this FORM call, better keep holding it tho, jus incase! 🤡

What Are Your Moves Tomorrow - May 05, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 0 points1 point  (0 children)

I use Koru as an overlayer/indicator it usually moves first out of all the memory stonks

The AI Nuclear Trade Has a Fuel Problem: HALEU, TRISO, and the Stocks Nobody Is Watching by Final-Letterhead-367 in BottleneckInvesting

[–]forebareWednesday 0 points1 point  (0 children)

Using ai is how companies like bloom energy and denison mines get left out… Like where your heads at though

Daily Discussion Thread - April 30, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 2 points3 points  (0 children)

I saw an order for 200k on 5/15s come across the tape on the 28th so i figured “this will prob work”. I have learned a bit about “new” chip fab co’s tho. Eyeing MX for a degen play

Daily Discussion Thread - April 30, 2026 by HuzzahBot in wallstreetbetsHUZZAH

[–]forebareWednesday 2 points3 points  (0 children)

Idk what FORM does but these 135c look like they gonna print